AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

Wegner CPA
Location
2921 Landmark Pl Suite 300,
Madison, 53713, WI,
United States
Website
https://www.wegnercpas.com/
Phone
1 608-274-4020
Artw industry
Professional Services
Employee
Revenue

Wegner CPA Technographics

Wegner CPA Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wegner CPA and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Wegner CPA employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

Wegner CPA has purchased the following applications: Sage Intacct for ERP Financial in 2024, Microsoft 365 for Collaboration in 2017, Hotjar for Customer Experience 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 Wegner CPA is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , Contentsquare 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 Wegner CPA revenues, which have grown to $17.0 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 Wegner CPA 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.

Wegner CPA Tech Stack and Enterprise Applications

Wegner CPA ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sage Legacy Sage Intacct ERP Financial ERP n/a 2024 2024
In 2024, Wegner CPA deployed Sage Intacct as its core ERP Financial platform to centralize finance and accounting for the firm. Sage Intacct is referenced on Wegner CPA's public website, indicating the application is a visible part of the firm's finance technology stack. The implementation centers on standard ERP Financial capabilities, with configuration emphasis on general ledger, accounts payable, accounts receivable, billing and financial reporting. Configuration work included dimensional accounting and automated transaction routing consistent with professional services billing and revenue recognition workflows, and the deployment of dashboards and period close automation to support monthly financial processes. Operational coverage targeted the finance and accounting organization and billing operations within the United States based firm of approximately 150 employees. Governance changes included a centralized chart of accounts, role based access controls, and formalized month end close and approval workflows to support ongoing financial control and auditability using Sage Intacct.
Wegner CPA Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017, Wegner CPA implemented Microsoft 365 for Collaboration. Microsoft 365 is deployed as a cloud-hosted collaboration and productivity layer that is surfaced on the company website and used to support client engagement and internal workflows. The Microsoft 365 implementation provides core Collaboration capabilities typical of the suite, including hosted email and calendaring, cloud document storage with co-authoring, and productivity applications that support professional services deliverables and client document exchange. The deployment supports client service teams and back-office functions while integrating collaboration workflows with the public-facing site. Governance is managed through Microsoft 365 identity and access controls, centralized account management, and content sharing policies to enforce information governance for client files. The configuration emphasizes secure cloud content management and collaborative authoring to streamline tax and audit documentation and ongoing client communications.
Wegner CPA CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Contentsquare Legacy Hotjar Customer Experience CRM n/a 2018 2018
In 2018, Wegner CPA deployed Hotjar on their public website. Hotjar is being used as a Customer Experience solution for website analytics, user session playback, and feedback capture, enabling digital user behavior analysis across the firm’s client-facing site. The relationship is Wegner CPA Hotjar Customer Experience focused on web-based client engagement and interaction diagnostics. Implementation uses a client side Hotjar tracking snippet embedded in site templates to capture heatmaps, session recordings, conversion funnels, on page surveys, and feedback polls, consistent with typical Customer Experience deployments. Operational ownership is concentrated in web operations and marketing teams, with configuration focused on sampling rates, event targets, and consent controls at the site level to govern data capture and recording settings.
Marketing Analytics CRM 2019 2019
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2021 2021
Wegner CPA IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Wegner CPA

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Wegner CPA Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wegner CPA IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wegner CPA digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wegner CPA Technographics
Wegner CPA is a Professional Services organization based in United States, with around 150 employees and annual revenues of $17.0 million.
Wegner CPA operates a diverse technology stack with applications such as Sage Intacct, Microsoft 365 and Hotjar, covering areas like ERP Financial, Collaboration and Customer Experience.
Wegner CPA has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Sage, Microsoft and Contentsquare.
Wegner CPA recently adopted applications including Sage Intacct in 2024, ActiveCampaign in 2021 and Choopa in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wegner CPA’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Wegner CPA’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 Wegner CPA technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.