AI Buyer Insights:

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● 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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● 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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● 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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

Weltman, Weinberg & Reis Co
Location
965 Keynote Cir,
Brooklyn Heights, 44131, OH,
United States
Website
https://www.weltman.com/
Phone
1 216-739-5100
Artw industry
Professional Services
Employee
Revenue

Weltman, Weinberg & Reis Co Technographics

Weltman, Weinberg & Reis Co Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Weltman, Weinberg & Reis Co and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 750 Weltman, Weinberg & Reis Co employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Weltman, Weinberg & Reis Co has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2015, UKG Pro Recruiting (ex UltiPro Recruiting) for Recruiting, Applicant Tracking System in 2018, CSS HD 2.0 Legal for Case Management in 2017 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Weltman, Weinberg & Reis Co is running and its propensity to invest more and deepen its relationship with Microsoft , UKG , CSS Impact 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 Weltman, Weinberg & Reis Co revenues, which have grown to $140.0 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 Weltman, Weinberg & Reis Co 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.

Weltman, Weinberg & Reis Co Tech Stack and Enterprise Applications

Weltman, Weinberg & Reis Co ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Dynamics GP ERP Financial ERP n/a 2015 2015
In 2015, Weltman, Weinberg & Reis Co implemented Microsoft Dynamics GP as its ERP Financial application to establish a unified finance and accounting backbone. The deployment focused on configuring Microsoft Dynamics GP to support core financial workflows including general ledger, accounts payable, accounts receivable, and financial reporting, aligning application configuration with firm-level accounting requirements. Implementation activities included significant customization and application engineering work, with project leadership responsible for creating a work breakdown structure, project schedules, and time and budget estimates. The team developed customized solutions to improve business processes, conducted SQL data analyses to inform design decisions, and delivered tailored reporting and metrics using Microsoft Dynamics GP and associated data stores. Customization efforts referenced Microsoft Dynamics CRM and Great Plains applications, with the project role explicitly documenting customization of both Microsoft Dynamics CRM and Great Plains to meet business requirements. SQL database analysis and reporting were used as operational integration points to surface transactional and financial information for business stakeholders and project metrics. Project governance was formalized through defined RAID controls, a communication plan, and a risk management plan, with the Application Engineer and Project Manager directing task assignment, resource allocation, milestone tracking, and status reporting. The implementation narrative reflects ongoing supervision and mentoring of associates to support sustainment of Microsoft Dynamics GP and to institutionalize new finance and accounting workflows.
Weltman, Weinberg & Reis Co HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
UKG Legacy UKG Pro Recruiting (ex UltiPro Recruiting) Recruiting, Applicant Tracking System HCM n/a 2018 2018
In 2018, Weltman, Weinberg & Reis Co implemented UKG Pro Recruiting (ex UltiPro Recruiting) as its Recruiting,Applicant Tracking System. The deployment is visible on the company career site and public job board, where UKG Pro Recruiting (ex UltiPro Recruiting) serves as the front end for posting vacancies and collecting candidate applications. The implementation centers on career site integration and applicant intake, providing standard Recruiting,Applicant Tracking System capabilities such as job posting, online application capture, candidate workflow status tracking, and recruiter access to candidate records. Configuration appears focused on corporate hiring workflows for Talent Acquisition and HR, with requisition visibility and candidate communication managed through the UKG Pro Recruiting interface. Operational coverage is the company career portal accessible from weltman.com, positioning UKG Pro Recruiting as the primary channel for external candidate attraction and initial screening. Governance is aligned to HR and Talent Acquisition processes, with the system enabling centralized posting control and recruiter-driven review workflows to support hiring across the firm. Weltman, Weinberg & Reis Co, UKG Pro Recruiting (ex UltiPro Recruiting), Recruiting,Applicant Tracking System, Talent Acquisition represents the relationship between vendor product and business function.
Weltman, Weinberg & Reis Co ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CSS Impact Legacy CSS HD 2.0 Legal Case Management ERP Services and Operations n/a 2017 2017
In 2017, Weltman, Weinberg & Reis Co implemented CSS HD 2.0 Legal to provide structured case handling across audit and collections functions. The deployment targeted Case Management capabilities to centralize matter intake, task orchestration, document tracking, and compliance-oriented audit trails for legal and accounting workflows. CSS HD 2.0 Legal was configured to support standard Case Management modules including matter intake and assignment, workflow automation for review and escalation, document and evidence management, and audit logging for regulatory compliance. Configuration emphasized role-based workflows for internal audit and corporate accounting, and automation of recurring case tasks to standardize end-to-end processes. The implementation integrated with the firm finance and office productivity stack that had been in use, explicitly linking CSS HD 2.0 Legal with Great Plains and Microsoft Office driven processes to establish risk management procedures aligned with the COSO framework. Operational coverage included the Cleveland internal audit team, finance and collections functions such as Accounts Payable and Accounts Receivable, IT infrastructure and financial reporting, and coordination with a 45 person offshore team supporting daily case operations. Governance and process changes were formalized through monthly Audit Charter updates and weekly FTE tracking, with the system used to enforce standardized review cycles, training workflows, and documentation controls. Compliance workflows were mapped to Reg E, EFTA, Reg Z and PCI oversight requirements, and the solution was positioned as the firmwide Case Management hub for audit, collections, and corporate accounting activities.
Weltman, Weinberg & Reis Co Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2017 2017
Collaboration Collaboration 2015 2015
Weltman, Weinberg & Reis Co Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2016 2016
Weltman, Weinberg & Reis Co CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2021 2021
Weltman, Weinberg & Reis Co IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2021 2021
Weltman, Weinberg & Reis Co CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2013 2013

IT Decision Makers and Key Stakeholders at Weltman, Weinberg & Reis Co

First Name Last Name Title Function Department Email Phone
Director of Operations Director Operations
Associate Director of Enterprise Technology Operationsa Director IT
Chief Financial Officer CXO Finance
Associate Director of Corporate Accounting Director Finance
Show All Contacts

Apps Being Evaluated by Weltman, Weinberg & Reis Co Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Weltman, Weinberg & Reis Co IT executives and key decision makers. This section highlights Weltman, Weinberg & Reis Co's latest recorded technology evaluations, including Microsoft Dynamics 365 for Finance and Operations for ERP Financial on 2025-01-07. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Weltman, Weinberg & Reis Co digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-01-07 Weltman, Weinberg & Reis Co Evaluated Microsoft Microsoft Dynamics 365 for Finance and Operations ERP Financial ERP
FAQ - APPS RUN THE WORLD Weltman, Weinberg & Reis Co Technographics
Weltman, Weinberg & Reis Co is a Professional Services organization based in United States, with around 750 employees and annual revenues of $140.0 million.
Weltman, Weinberg & Reis Co operates a diverse technology stack with applications such as Microsoft Dynamics GP, UKG Pro Recruiting (ex UltiPro Recruiting) and CSS HD 2.0 Legal, covering areas like ERP Financial, Recruiting, Applicant Tracking System and Case Management.
Weltman, Weinberg & Reis Co has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, UKG and CSS Impact.
Weltman, Weinberg & Reis Co recently adopted applications including Marigold Emma Email in 2021, Amazon EC2 in 2021 and UKG Pro Recruiting (ex UltiPro Recruiting) in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Weltman, Weinberg & Reis Co’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Weltman, Weinberg & Reis Co’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 Weltman, Weinberg & Reis Co technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.