AI Buyer Insights:

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

Waldo Agencies
Location
378 W. Idaho Ave,
Ontario, 97914, OR,
United States
Website
https://www.waldoagencies.com/
Phone
1 541-889-9181
Artw industry
Insurance
Employee
Revenue

Waldo Agencies Technographics

Waldo Agencies Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Waldo Agencies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Waldo Agencies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Waldo Agencies has purchased the following applications: Applied Benefits Designer for Benefits Administration in 2017, Microsoft 365 for Collaboration in 2017, SMTP2GO for Transactional Email in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Waldo Agencies is running and its propensity to invest more and deepen its relationship with Applied Systems , Microsoft , SMTP2GO 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 Waldo Agencies revenues, which have grown to $2.0 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 Waldo Agencies 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.

Waldo Agencies Tech Stack and Enterprise Applications

Waldo Agencies HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Applied Systems Legacy Applied Benefits Designer Benefits Administration HCM n/a 2017 2018
In 2017, Waldo Agencies implemented Applied Benefits Designer to support its Benefits Management needs. The small United States insurance agency of 20 employees uses Applied Benefits Designer as a customer-facing configuration and advisory tool during initial client engagements. Applied Benefits Designer is configured to support rapid benefits plan option adjustment, scenario comparison and quote preparation, reflecting core Benefits Management capabilities. Staff use the application to model plan configurations in real time, adjust options interactively with prospects and produce consistent benefit offer outputs for follow up. Deployment is centered on frontline sales and account management workflows, with the application used by staff when meeting new customers for the first time. Operational coverage is within the agency’s U.S. operations and focused on benefits advisory, customer onboarding and quote generation rather than enterprise-wide back office systems. The agency introduced governance controls that emphasize standardized plan templates and meeting playbooks to guide usage and ensure configuration consistency. Waldo Agencies leverages Applied Benefits Designer in customer meetings to reduce manual rework and to relieve almost half of the workload of a typical employee as noted by staff observations.
Waldo Agencies Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017, Waldo Agencies implemented Microsoft 365 to provide Collaboration capabilities across the 20-person insurance agency. The company uses Microsoft 365 on their website and for internal communications, centralizing email, documents, and team collaboration under a single Microsoft tenant. This adoption aligns Microsoft 365 with core business functions such as client correspondence, policy documentation, and internal coordination. The deployment leverages standard Microsoft 365 components, including Exchange Online for email, SharePoint Online for document libraries and intranet pages, OneDrive for user file sync, and Microsoft Teams for chat and meetings, reflecting typical Collaboration category modules. Configuration is cloud-first with tenant-level administration, basic user provisioning, and role-based access controls sized to a 20-employee organization. Governance and operational ownership are concentrated within the firm’s administrative users, supporting streamlined workflows for document sharing, version control, and access management.
Waldo Agencies PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SMTP2GO Legacy SMTP2GO Transactional Email PaaS n/a 2019 2019
In 2019, Waldo Agencies implemented SMTP2GO to handle outbound mail from their public website. The deployment uses SMTP2GO as the Transactional Email platform to support website-driven messaging and programmatic sends for customer interactions. Configuration emphasized SMTP relay and API-based send capabilities, with domain authentication measures such as SPF and DKIM applied to align deliverability and sender reputation. The implementation scope is the Waldo Agencies website in the United States, delivering website-triggered customer communications and form submission acknowledgements tied to core insurance business functions, with a lightweight single-environment operational model appropriate for a 20-employee organization.
Transactional Email PaaS 2020 2020
Transactional Email PaaS 2019 2019
Waldo Agencies IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Waldo Agencies

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Waldo Agencies Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Waldo Agencies IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Waldo Agencies digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Waldo Agencies Technographics
Waldo Agencies is a Insurance organization based in United States, with around 20 employees and annual revenues of $2.0 million.
Waldo Agencies operates a diverse technology stack with applications such as Applied Benefits Designer, Microsoft 365 and SMTP2GO, covering areas like Benefits Administration, Collaboration and Transactional Email.
Waldo Agencies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Applied Systems, Microsoft and SMTP2GO.
Waldo Agencies recently adopted applications including Pathwire Mailgun in 2020, DigitalOcean Droplets in 2020 and SMTP2GO in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Waldo Agencies’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Waldo Agencies’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 Waldo Agencies technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.