Montour Falls, 14865, NY,
United States
Welliver McGuire Technographics
Welliver McGuire Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Welliver McGuire and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Welliver McGuire employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Welliver McGuire has purchased the following applications: Sage 300 ERP (formerly Accpac) for ERP Financial in 2020, On-Screen Takeoff for Construction Estimating in 2020, Microsoft 365 for Collaboration 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 Welliver McGuire is running and its propensity to invest more and deepen its relationship with Sage , ConstructConnect , Microsoft 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 Welliver McGuire revenues, which have grown to $15.0 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 Welliver McGuire 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.
Welliver McGuire Tech Stack and Enterprise Applications
Welliver McGuire ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage 300 ERP (formerly Accpac) | ERP Financial | ERP | n/a | 2020 | 2020 |
In 2020, Welliver McGuire implemented Sage 300 ERP formerly Accpac to centralize ERP Financial operations. The deployment targeted the 100-employee construction and real estate firm and focused on strengthening project accounting, accounts payable and receivable, and procurement finance controls.
Configuration emphasized General Ledger, Accounts Payable, Accounts Receivable, Purchase Order and Job Cost modules, with job-level cost ledgers to capture commitments, progress billings and cost-to-complete accounting. The implementation configured purchase order workflows and commitment tracking to align estimating inputs with financial postings and to support subcontractor buyout processes described in internal estimating roles.
Sage 300 ERP formerly Accpac was positioned to serve finance, project controls, procurement and estimating functions, providing the financial backbone for bid preparation, buyout activities and post-award cost control. The system structure centralized supplier and subcontractor records and delivered project-level cost detail that senior project estimators and procurement staff use to prepare estimates, solicit pricing and manage supplier buyouts.
Governance and rollout emphasized a standardized chart of accounts, approval controls for purchase orders and commitments, and defined month end posting rules to reconcile project costs to the general ledger. Training and process alignment focused on embedding ERP-derived cost and supplier data into estimating and purchasing workflows while preserving construction-specific estimating methodologies.
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Welliver McGuire ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ConstructConnect | Legacy | On-Screen Takeoff | Construction Estimating | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Welliver McGuire implemented On-Screen Takeoff for Construction Estimating. The deployment targeted the firm’s estimating function, embedding the tool into workflows owned by senior project estimators to support bid preparation, bid day evaluations, quantity takeoffs, pricing and subcontractor solicitation.
On-Screen Takeoff was configured to support core estimating capabilities, including digital measurement capture, itemized quantity takeoffs, takeoff libraries and exportable estimate deliverables. Estimating team responsibilities documented in the rollout included maintaining the subcontractor and supplier database, preparing scopes of work, producing preliminary schedules when required, drafting bid cover letters and clarification forms, and supporting buyout and value engineering activities.
The application was used alongside Microsoft Excel and iSqFt as part of the broader estimating toolset, with estimating outputs prepared for downstream cost workflow and project financial systems such as Timberline where applicable. Data export and spreadsheet integration were emphasized to preserve the established proprietary estimating methodology and to enable clear handoffs between takeoff, pricing and procurement steps.
Governance and process changes centered on standardizing takeoff templates, training estimators on the firm’s proprietary estimating approach and assigning the senior project estimator responsibility for bid strategy and RFI coordination. Configuration and role-based use of On-Screen Takeoff were instituted to ensure consistent estimating deliverables across projects and to align day-to-day estimating tasks with the company’s documented estimating processes.
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Construction Estimating, Construction Bidding | ERP Services and Operations |
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2020 | 2020 |
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Welliver McGuire Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Welliver McGuire implemented Microsoft 365 for Collaboration across its 100-employee United States operations. The deployment centered on Microsoft 365 core services including Exchange Online, Microsoft Teams, SharePoint, and OneDrive to support project collaboration, document control, and team communication for construction and real estate functions. Microsoft 365 is used on their website.
Configuration emphasized mailbox and calendar management, persistent chat and meetings, centralized document libraries, and file synchronization to align office and field workflows. Governance and access controls were structured around user provisioning, role based permissions, and document lifecycle policies to support project team collaboration and construction document control. The implementation positions Welliver McGuire to use Microsoft 365 Collaboration capabilities across corporate administration, project delivery, and field coordination.
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Welliver McGuire 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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Welliver McGuire PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2018 | 2018 |
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Welliver McGuire 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Welliver McGuire CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Welliver McGuire
Apps Being Evaluated by Welliver McGuire Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||