Cleveland, 44113, OH,
United States
Ulmer & Berne LLP Technographics
Ulmer & Berne LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Ulmer & Berne LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Ulmer & Berne LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ulmer & Berne LLP has purchased the following applications: Emburse Enterprise for Expense Management in 2017, Aderant Expert Case for Case Management in 2011, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Ulmer & Berne LLP is running and its propensity to invest more and deepen its relationship with Emburse , Aderant , Equifax 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 Ulmer & Berne LLP revenues, which have grown to $65.0 million 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 Ulmer & Berne LLP 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.
Ulmer & Berne LLP Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Emburse | Legacy | Emburse Enterprise | Expense Management | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Ulmer & Berne LLP implemented Emburse Enterprise as its Expense Management application to centralize employee expense capture and reimbursement workflows within the firm finance organization. The implementation is anchored in the Finance function and explicitly involved accounts payable oversight, with the firm’s Financial Analysis Manager serving as project lead and overseeing related operational integration from January 2017 to June 2017.
The Emburse Enterprise deployment focused on standard Expense Management capabilities, including electronic expense capture, multi-step approval routing, policy enforcement, and configurable reimbursement workflows, to support monthly forecasting and budget reporting processes. Configuration work emphasized mapping approval hierarchies to practice group structures and embedding expense controls into accounts payable processing, aligning expense submittal with the firm’s financial statistic presentations and forecast cycles.
Integrations and operational coverage included direct handoffs into accounts payable workflows and structured data extraction for external accounting consolidation, as the Financial Analysis Manager compiled expense and financial data for external accountants preparing the partnership tax return. Operational scope covered the finance department, the accounts payable team across the firm, and practice group finance liaisons who received recurring financial statistic presentations.
Governance and rollout governance was managed from the finance office, with the project manager role consolidating change control for expense policy updates, approval matrix changes, and reporting templates. Process ownership remained with the Financial Analysis Manager and the accounts payable lead, who coordinated monthly forecast and budget inputs from practice groups and ensured expense submissions aligned with the firm’s reporting cadence.
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Aderant | Legacy | Aderant Expert Case | Case Management | ERP Services and Operations | n/a | 2011 | 2011 |
In 2011, Ulmer & Berne LLP implemented Aderant Expert Case in the Case Management category to automate client and matter intake processes and centralize file opening activity across the firm. The deployment targeted client intake and matter intake workflows that were previously manual, emphasizing improved data capture and process visibility through a single Case Management application.
The implementation leveraged Aderant Expert File Opening functionality within Aderant Expert Case and used Microsoft Windows Workflow Foundation to enforce mandatory information fields, drive status-based file tracking, and orchestrate approval routing. Configuration emphasized workflow automation, simultaneous approval flows, document sharing during intake, and audit trails that capture every workflow activity and data change.
Operational coverage was firmwide, spanning intake, approvals, and research activities across practice groups, using a shared platform so approvals and research could run in parallel. The architecture provided centralized status tracking and reporting, enabling stakeholders to view the progress of file openings and the state of required data across matters in real time.
Governance and process control were formalized through mandatory fields, audit and tracking capabilities, and report generation used for process analysis. Outcomes reported by the firm included reduced manual data entry errors, unrivaled visibility into workflow status, the ability to analyze and redesign processes based on tracked activity, and faster qualification and acceptance of clients and matters using Aderant Expert Case in the Case Management category.
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Case Management | ERP Services and Operations |
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2016 | 2016 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Ulmer & Berne LLP deployed Cisco Webex Meetings in the Audio Video and Web Conferencing category. Cisco Webex Meetings is implemented on the firm website to surface client-facing meeting join workflows and to provide browser-based audio and video conferencing for external client interactions. The implementation emphasizes embedded join flows and web conferencing endpoints accessible directly from corporate site pages.
Operationally the application is provisioned for attorneys, practice teams, and administrative staff to support client meetings and internal collaboration. Configuration focused on core conferencing modules typical of the category, including real-time audio, video, screen sharing, meeting controls, and participant management, with centralized IT provisioning and role-based access controls to govern user access. Ulmer & Berne LLP Cisco Webex Meetings Audio Video and Web Conferencing supports firm business functions around client engagement and remote collaboration.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2022 | 2022 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2016 | 2016 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2018 | 2018 |
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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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Secure Email Gateways (SEGs) | CyberSecurity |
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2012 | 2012 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Ulmer & Berne LLP
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Ulmer & Berne LLP Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||