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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 Software Purchases 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 Azure Cloud Services for Application Hosting and Computing Services in 2015, Adobe Connect for Audio Video and Web Conferencing in 2017, 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 , Amazon Web Services (AWS) , Adobe 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 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 Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2015 2015
Application Hosting and Computing Services IaaS 2021 2021
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Adobe Systems Legacy Adobe Connect Audio Video and Web Conferencing Collaboration n/a 2017 2017
Collaboration Collaboration 2015 2015
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
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.
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
ERP Financial ERP Financial Management 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Marketing Automation CRM 2021 2021
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Recruiting, Applicant Tracking System HCM 2018 2018
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Secure Email Gateways (SEGs) CyberSecurity 2013 2013
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Web Content Management Content Management 2016 2016
IT Decision Makers and Key Stakeholders at Weltman, Weinberg & Reis Co
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Weltman, Weinberg & Reis Co Executives
Date Company Status Vendor Product Category Market
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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 Azure Cloud Services, Adobe Connect and CSS HD 2.0 Legal, covering areas like Application Hosting and Computing Services, Audio Video and Web Conferencing 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, Adobe Systems and CSS Impact.

Weltman, Weinberg & Reis Co recently adopted applications including Amazon EC2 in 2021, Marigold Emma Email 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.