W. Capra Consulting Group
221 N LaSalle St #1325,
Chicago, 60601, IL,
United States
Chicago, 60601, IL,
United States
1 312-873-3300
Banking and Financial Services
W. Capra Consulting Group Technographics
W. Capra Consulting Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by W. Capra Consulting Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 W. Capra Consulting Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that W. Capra Consulting Group has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2016, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems W. Capra Consulting Group is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Docusign 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 W. Capra Consulting Group revenues, which have grown to $7.0 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 W. Capra Consulting Group 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.
W. Capra Consulting Group Tech Stack and Enterprise Applications
W. Capra Consulting Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, W. Capra Consulting Group implemented Intuit Quickbooks Enterprise to centralize accounting and financial operations consistent with its ERP Financial needs. The deployment focused on finance and accounting functions including general ledger, accounts payable, billing, and financial reporting for a 70 person professional services firm, and required staff with 2+ years of experience with QuickBooks, preferably QuickBooks online, to operate and maintain the system.
Configuration work emphasized chart of accounts design, transaction mapping, recurring transaction setup, and standard ERP Financial capabilities such as bank feeds and consolidated reporting. The implementation included an explicit export of expenses into Intuit Quickbooks Enterprise from a third party expense program, with data mapping and reconciliation processes and finance owned approval controls and month end procedures to govern imported expense lines and AP postings.
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W. Capra Consulting Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, W. Capra Consulting Group implemented Microsoft 365 to provide enterprise collaboration capabilities for its US-based banking and financial services firm of approximately 70 employees. Microsoft 365 is referenced on the company website and functions as the primary Collaboration platform supporting email, document sharing, and team communication across advisory and back-office functions.
The deployment followed a cloud tenant architecture with centralized administration and standard Microsoft 365 modules such as Exchange Online for messaging, SharePoint Online and OneDrive for content management, and Microsoft Teams for synchronous collaboration. Governance centered on tenant-level user provisioning and role-based access via Azure Active Directory, plus policy controls for external sharing and data protection, with an internal rollout focused on client advisory, operations, and finance teams.
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W. Capra Consulting Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, W. Capra Consulting Group implemented DocuSign eSignature as a Digital Signing solution on its public website. The deployment focused on embedding web-based eSignature workflows to capture legally binding signatures for client agreements and advisory engagement documentation within the firm’s Banking and Financial Services operations.
DocuSign eSignature was configured to leverage template-based envelopes, recipient routing, in-product authentication options, and envelope status tracking to manage signature lifecycle and control document execution. Standard capabilities such as document upload, signing order, and an immutable audit trail were applied to align signing workflows with the firm’s compliance expectations.
Integration work concentrated on embedding the DocuSign eSignature signing experience into the website front end, enabling remote client initiation of signature flows and automated email confirmations to signatories. Operational coverage primarily includes client services and compliance functions in the United States, which handle execution, monitoring, and retention of signed records.
Governance was enforced through centralized administrator controls within DocuSign eSignature, including template ownership, user access controls, and retention settings to preserve auditability. The implementation positions DocuSign eSignature Digital Signing as the firm’s primary mechanism for client-facing contract execution and onboarding related signature workflows.
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W. Capra Consulting Group eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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eCommerce | eCommerce |
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2020 | 2020 |
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W. Capra Consulting Group 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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W. Capra Consulting Group 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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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at W. Capra Consulting Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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IT Project Manager | Manager | IT | |
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Partner | Manager | Finance | |
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General Manager Strategic Business Solutions | Manager | Finance | |
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Financial, accounting, and budgeting Analyst | Manager | Finance | |
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Apps Being Evaluated by W. Capra Consulting Group Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from W. Capra Consulting Group IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the W. Capra Consulting Group digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD W. Capra Consulting Group Technographics
W. Capra Consulting Group is a Banking and Financial Services organization based in United States,
with around 70 employees and annual revenues of $7.0 million.
W. Capra Consulting Group operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and DocuSign eSignature,
covering areas like ERP Financial, Collaboration and Digital Signing.
W. Capra Consulting Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Docusign.
W. Capra Consulting Group recently adopted applications including
DocuSign eSignature in 2021, WooCommerce in 2020 and Postmark in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of W. Capra Consulting Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates W. Capra Consulting Group’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete W. Capra Consulting Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.