Lake Forest, 60045, IL,
United States
Trustmark Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Trustmark and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6000 Trustmark employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Trustmark has purchased the following applications: Workday Financial Management for ERP Financial in 2018, Workday Absence Management for Absence and Leave Management in 2019, Pyramid Analytics OS for Analytics and BI in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Trustmark is running and its propensity to invest more and deepen its relationship with Workday , Sovos , Selerix Systems or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Trustmark revenues, which have grown to $1.10 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Trustmark intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Financial Management | ERP Financial | ERP Financial Management | n/a | 2018 | 2019 |
In 2018 Trustmark implemented Workday Financial Management as its ERP Financial application. The deployment was positioned to centralize financial accounting, reporting, and controls across Trustmark’s corporate finance organization and its multiple subsidiary insurance entities, including preparation of annual state pages for the three insurance companies.
Workday Financial Management was configured to support core financial modules including Accounting, General Ledger, Foundation Data Model, Adaptive reporting, Suppliers, Expenses, Procurement, Customers, Billing, and Projects. The implementation included chart of accounts configuration, automated allocation processing, creation and booking of intercompany entries, and routine reconciliation workflows to ensure balances interface correctly into the financial reporting tool.
Integrations were scoped to receive interface files from subsidiary systems and actuarial imports, and to exchange data with broader financial administration systems. Operational processes include nightly processing validation, pre-file reconciliation of reporting tool loads, testing and approval of interfaced accounting transactions to the general ledger, and availability for off-hour support to resolve interface failures or load issues.
Governance and operational stewardship are anchored by an Executive Director, Workday Technical Accounting who acts as subject matter expert between Corporate Finance, IT, and business units. Responsibilities span requirements gathering, analysis, design, configuration, testing, change control for upgrades acquisitions and divestitures, reporting tool stewardship with segregation of duties controls, and ongoing application support and optimization for Trustmark’s Workday Financial Management ERP Financial environment.
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Tax Management | ERP Financial Management |
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2022 | 2022 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Absence Management | Absence and Leave Management | HCM | n/a | 2019 | 2019 |
In 2019 Trustmark deployed Workday Absence Management to establish centralized Absence and Leave Management across its employee base of approximately 6,000 in the United States. Workday Absence Management was positioned as the system of record for time off and leave workflows, linking absence policies to employee seniority date and pay grade lookups to enforce eligibility rules.
The deployment covered core functional modules including Time Off, Leave of Absence, Time Entry and approvals, delegations, prior period adjustments, holiday adjustments, and specialized time entry flows for Health + Fitness roles. Configuration included Workday Work Schedules and job aid driven processes for non exempt associates, exempt associates, commission and group class instructor time entry, and management of a Grandfathered Sick Leave Time Policy for TM and HB.
Operational roll out and enablement emphasized role based training and resources, all associates including managers were asked to complete a 45 to 60 minute associate course, Health + Fitness part time associates scheduled under 30 hours per week completed an abbreviated 15 minute course, and managers completed the associate course plus an additional 45 to 60 minute manager course. Training assets and job aids were published on the corporate intranet, examples include the associate training at https://intra.trustmarkins.com/intranet/workday/training/associates/story_html5.html and the Health + Fitness part time course at https://intra.trustmarkins.com/intranet/workday/training/hfitparttime/story_html5.html, with a central time tracking and absence hub at https://intra.trustmarkins.com/intranet/workday/time-tracking-absence.html.
Governance was reinforced through manager meetings and demos held in February and July, a consolidated glossary, frequently asked questions, and a set of time tracking and absence job aids to support approvals and delegations. The implementation narrative centers on Workday Absence Management as the operational tool for Absence and Leave Management, supported by structured training, role specific job aids, and manager led governance to standardize absence workflows.
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Benefits Administration | HCM |
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2018 | 2019 |
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Benefits Administration | HCM |
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2019 | 2019 |
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Candidate Relationship Management | HCM |
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2020 | 2020 |
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Compensation Management | HCM |
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2018 | 2019 |
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Core HR | HCM |
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2018 | 2019 |
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Learning and Development | HCM |
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2018 | 2019 |
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Learning and Development | HCM |
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2018 | 2019 |
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Learning and Development | HCM |
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2018 | 2019 |
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Offboarding | HCM |
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2018 | 2019 |
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Onboarding | HCM |
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2018 | 2019 |
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Payroll | HCM |
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2018 | 2019 |
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Performance and Goal Management | HCM |
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2018 | 2019 |
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Recruiting Chatbot | HCM |
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2018 | 2019 |
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Recruiting, Applicant Tracking System | HCM |
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2018 | 2019 |
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Time and Attendance | HCM |
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2018 | 2019 |
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Workforce Analytics | HCM |
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2018 | 2019 |
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Workforce Management | HCM |
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2019 | 2019 |
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Workforce Planning | HCM |
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2018 | 2019 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Pyramid Analytics | Legacy | Pyramid Analytics OS | Analytics and BI | Analytics and BI | n/a | 2015 | 2015 |
In 2015, Trustmark implemented Pyramid Analytics OS for Analytics and BI. The deployment focused on delivering operational and analytical dashboards and reports to provide claim, financial and enrollment information across the organization.
Pyramid Analytics OS was configured with semantic modeling and interactive dashboard capabilities to support both scheduled operational reporting and ad hoc analysis. The implementation emphasized standardized data models and reusable report templates for claims, finance and enrollment reporting workflows.
The implementation consumed SQL Server as the primary data store, and operated alongside existing WebFOCUS and Tableau reporting artifacts to align reporting workflows and surface consistent metrics. Integrations were configured to allow Pyramid Analytics OS to reference SQL Server datasets while coexisting with outputs produced in WebFOCUS and Tableau.
Operational scope covered claims processing, financial reporting and benefits enrollment functions across Trustmark United States operations, with governance established for report lifecycle management, data ownership and access controls. Training and handoff processes were put in place to enable business users to maintain dashboards and govern publication and versioning.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing, Sales Engagement | CRM |
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2022 | 2022 |
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Call Center | CRM |
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2022 | 2022 |
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CRM | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2015 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2015 | 2016 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2020 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2019 | 2019 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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