Cincinnati, 45212, OH,
United States
United Dairy Farmers Technographics
United Dairy Farmers Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by United Dairy Farmers and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3000 United Dairy Farmers employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that United Dairy Farmers has purchased the following applications: Sage Business Cloud X3 (ex Sage ERP X3) for ERP Financial in 2017, HxGN EAM (Ex. Infor EAM) for Enterprise Asset Management in 2018, Rocket.chat for Chatbots and Conversational AI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems United Dairy Farmers is running and its propensity to invest more and deepen its relationship with Sage , Hexagon , Rocket.chat 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 United Dairy Farmers revenues, which have grown to $615.0 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 United Dairy Farmers 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.
United Dairy Farmers Tech Stack and Enterprise Applications
United Dairy Farmers ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Business Cloud X3 (ex Sage ERP X3) | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, United Dairy Farmers implemented Sage Business Cloud X3, formerly Sage ERP X3, to provide ERP Financial capabilities alongside an integrated suite for distribution, inventory, manufacturing, sales, customer service, and business intelligence. The deployment focused on consolidating core transactional and financial workflows into a single application platform, with Sage Business Cloud X3 serving as the primary system of record for finance and operational masters.
Configuration concentrated on financial management modules including general ledger, accounts payable, accounts receivable, and multi‑entity accounting, together with order-to-cash and procure-to-pay workflows. Inventory and distribution modules were configured to support stock valuation, lot and batch tracking, and warehouse transactions, while manufacturing and sales modules were provisioned to align production planning with retail and distribution demand signals. Business intelligence capabilities were implemented to centralize reporting and operational analytics across finance and supply chain functions.
Operational coverage extended across United Dairy Farmers finance, distribution, manufacturing, sales, and customer service functions in the United States, creating a unified application footprint for retail and wholesale operations. Integrations were scoped as internal integrations to unify transaction flows between inventory, sales, and finance modules, preserving end-to-end order and fulfillment processing without naming external third party systems.
Governance emphasis was placed on standardizing processes for order management, inventory control, and financial close, together with role based access controls and centralized master data governance. Process restructuring centered on aligning retail site and distribution center operations to a single chart of accounts and common inventory nomenclature to improve transactional consistency under the ERP Financial implementation.
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United Dairy Farmers ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Hexagon | Legacy | HxGN EAM (Ex. Infor EAM) | Enterprise Asset Management | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018 United Dairy Farmers implemented HxGN EAM (Ex. Infor EAM) as its Enterprise Asset Management solution to support maintenance and procurement operations. The deployment supported MRO buyer and industrial maintenance activities documented during a Norwood, OH assignment, covering management of nine parts rooms across five facilities with an on hand inventory valued at 2.5 million dollars.
HxGN EAM (Ex. Infor EAM) was used to configure core Enterprise Asset Management capabilities including inventory and parts room control, purchase order creation tracking and closure, work order creation tracking and closure, and preventive and predictive maintenance planning. The implementation also encompassed SOP and document curation, creation of a preventative maintenance matrix, and budgeting workflows for maintenance forecasting.
Operationally the environment ran HxGN EAM alongside a range of maintenance and procurement tools, including MP2, MP2ACC200, Excel, and Shop Logic, reflecting a heterogeneous toolset used by maintenance and purchasing staff. The system supported cross functional business functions including maintenance execution, procurement and vendor management, parts and storeroom operations, and contractor scheduling across the five facilities.
Governance and process changes centered on instituting documented SOPs, a PM matrix and formalized work order and PO lifecycles, together with vendor relationship management practices and contractor scheduling procedures. HxGN EAM served as the focal application for asset centric work planning and inventory governance within the stated operational scope.
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United Dairy Farmers AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rocket.chat | Legacy | Rocket.chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, United Dairy Farmers deployed Rocket.chat on its public website as a customer-facing conversational layer, selecting the vendor solution to address real-time customer interactions under the Chatbots and Conversational AI category. The deployment was focused on web-embedded chat engagement, positioning Rocket.chat as the primary conversational interface for visitors to storefront and support pages.
The Rocket.chat implementation centered on standard conversational AI and chat platform components, including a web chat widget, scripted conversational flows for common inquiries, and agent handoff capabilities to route live interactions. Configuration work emphasized session persistence and message threading to preserve conversational context across visits, consistent with typical Chatbots and Conversational AI functional workflows.
Operationally the system was surfaced on the corporate website, where Rocket.chat handled initial automated replies and escalations into staffed channels, impacting customer service and digital engagement workflows. The deployment model aligned the application with existing support queues and browser-based access for agents, enabling the platform to operate as a web-first conversational channel.
Governance for Rocket.chat included role-based access and moderation controls, and operational processes were adjusted to incorporate chat-first triage and agent response protocols. Rollout scope remained website-focused, and configurations were tuned for web availability and conversational continuity rather than broad omnichannel expansion.
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United Dairy Farmers Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2020 | 2020 |
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United Dairy Farmers Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application, Web and Enterprise Search | Content Management |
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2020 | 2020 |
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United Dairy Farmers CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Loyalty | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2018 | 2018 |
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United Dairy Farmers ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2021 | 2021 |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2022 | 2022 |
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United Dairy Farmers PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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United Dairy Farmers 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at United Dairy Farmers
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Retail Accountant | Manager | Finance | ||||
| Controller | Director | Finance |
Apps Being Evaluated by United Dairy Farmers Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-07-22 | United Dairy Farmers | Evaluated | Paycor | Paycor Payroll | Payroll | HCM |