New York, 10154-0101, NY,
United States
Wafra Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Wafra and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 180 Wafra employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wafra has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2014, Rocket.chat for Chatbots and Conversational AI in 2018, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Wafra is running and its propensity to invest more and deepen its relationship with Microsoft , Rocket.chat , Cisco 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 Wafra revenues, which have grown to $200.0 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 Wafra 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 |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP Financial Management | n/a | 2014 | 2015 |
In 2014, Wafra implemented Microsoft Dynamics GP as its ERP Financial system. The deployment established Microsoft Dynamics GP as the primary finance application supporting Wafra's corporate accounting and treasury teams at the 180-employee investment firm, providing the transactional backbone for financial operations.
Configuration emphasized standard ERP Financial capabilities including general ledger, accounts payable, accounts receivable, fixed asset ledger, and financial reporting, with spreadsheet-driven reporting workflows. A Staff Accountant at Wafra has documented use of Microsoft Dynamics GP and Microsoft Excel since August 2016, indicating sustained operational reliance on Microsoft Dynamics GP for day-to-day accounting, reconciliations, and Excel-based analysis.
Operational scope centered on corporate finance and accounting functions, supporting month-end close, journal entry controls, vendor payment processing, and receivable management across the firm. Governance focused on centralized financial recordkeeping and role-based access within Microsoft Dynamics GP, with process orchestration handled inside the application and spreadsheet interoperability used for ad hoc reporting and detail-level reconciliation.
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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, Wafra deployed Rocket.chat on its public website to provide client-facing conversational interactions. The Rocket.chat deployment aligns with the Chatbots and Conversational AI category and delivers a web-embedded messaging channel for real-time client engagement and asynchronous conversation capture.
Implementation focused on the web chat widget plus the Rocket.chat server platform, leveraging standard Chatbots and Conversational AI capabilities including live messaging, automated conversational flows, message routing, and persistent conversation history. Operational scope centers on website-driven client communication, affecting customer support and digital engagement functions. Governance was structured around chat moderation, user access control, and conversation logging to support compliance and auditability.
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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 | 2021 | 2021 |
In 2021, Wafra implemented Cisco Webex Meetings for Audio Video and Web Conferencing. The deployment includes an embedded WebEx Panel on the corporate website to surface meeting join options and event panels directly to external participants. Cisco Webex Meetings is provisioned as the firm primary cloud conferencing layer, enabling browser based video, audio, and screen sharing capabilities.
Configuration centers on meeting management, host controls, participant panel moderation and recording capabilities, aligning with standard Audio Video and Web Conferencing functional workflows. Operational governance establishes centralized conferencing provisioning and administration, with the WebEx Panel on the website used to orchestrate external attendee access and to present meeting controls to client facing sessions.
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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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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2020 |
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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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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Cloud Access Security Brokers (CASB) | CyberSecurity |
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2023 | 2023 |
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Endpoint Detection and Response (EDR) | CyberSecurity |
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2023 | 2023 |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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Threat Modeling | CyberSecurity |
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2023 | 2023 |
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