AI Buyer Insights:

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

Westplan Investors
Location
3715 Northside Pkwy NW Building 400, Suite 375,
Atlanta, 30327, GA,
United States
Website
https://www.westplan.com/
Phone
1 770-390-9378
Artw industry
Construction and Real Estate
Employee
Revenue

Westplan Investors Technographics

Westplan Investors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Westplan Investors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 23 Westplan Investors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Westplan Investors has purchased the following applications: FinQuery for Lease Management in 2018, Microsoft 365 for Collaboration in 2019, Intuit Mailchimp Mandrill 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 Westplan Investors is running and its propensity to invest more and deepen its relationship with FinQuery, formerly LeaseQuery , Microsoft , Intuit 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 Westplan Investors 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 Westplan Investors 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.

Westplan Investors Tech Stack and Enterprise Applications

Westplan Investors ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FinQuery, formerly LeaseQuery Legacy FinQuery Lease Management ERP Services and Operations n/a 2018 2018
In 2018 Westplan Investors implemented FinQuery, formerly LeaseQuery, to manage its portfolio of real estate and equipment agreements within the Lease Management category. Westplan Investors is a 23-employee United States construction and real estate firm and is listed in the LeaseQuery customer database. The FinQuery deployment focused on core Lease Management functionality including lease accounting and administration, a centralized lease register and document repository, payment and amortization schedules, and reporting for lease obligations and compliance. Configuration emphasized standard lease lifecycle workflows, calendarized payment tracking, and automated rent schedules to align accounting entries with recurring lease events. Operational ownership was positioned in finance and real estate operations, with role based access control and structured month end processes to govern recognition and disclosure workflows. Governance activities centered on standardizing lease record formats and establishing a single source of truth for lease terms and obligations across procurement, operations, and accounting.
Westplan Investors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
In 2019, Westplan Investors implemented Microsoft 365 for Collaboration. The 23-employee United States construction and real estate firm uses Microsoft 365 as its primary productivity and collaboration platform, and public site references indicate Microsoft 365 is in use on their website. The deployment is tenant-based with centralized administration supporting core business functions including project coordination, finance, and executive communications. Microsoft 365 implementation leverages standard Collaboration capabilities such as Exchange Online email, SharePoint and OneDrive document libraries, and Teams-based communication to enable document versioning, shared workspaces, and role based access controls across projects. Identity and permission management is operated at the tenant level, with policy driven controls for external sharing and compliance, reflecting a compact, organization wide configuration appropriate for a small enterprise.
Westplan Investors PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Mailchimp Mandrill Transactional Email PaaS n/a 2019 2019
In 2019, Westplan Investors deployed Intuit Mailchimp Mandrill to handle Transactional Email for its public website. The deployment positions Intuit Mailchimp Mandrill as the transactional email tier, integrated directly into site workflows to send site-driven notifications, form submission confirmations, and account messages via SMTP relay or API calls. Implementation scope reflects a lightweight architecture appropriate for a 23 person organization, emphasizing template-driven content and centralized sending controls rather than complex enterprise orchestration. Configuration and operational modules include template management, SMTP API integration, webhook event handling, suppression lists, and deliverability authentication such as SPF and DKIM. Management and governance appear organized around centralized template ownership and sending policies, aligning Marketing and operations responsibilities for message content and suppression compliance. The Intuit Mailchimp Mandrill deployment supports Transactional Email for Westplan Investors by centralizing transactional templates, API-based message delivery, and event-level tracking tied to the website.
Westplan Investors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015

IT Decision Makers and Key Stakeholders at Westplan Investors

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Westplan Investors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Westplan Investors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Westplan Investors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Westplan Investors Technographics
Westplan Investors is a Construction and Real Estate organization based in United States, with around 23 employees and annual revenues of $2.0 million.
Westplan Investors operates a diverse technology stack with applications such as FinQuery, Microsoft 365 and Intuit Mailchimp Mandrill, covering areas like Lease Management, Collaboration and Transactional Email.
Westplan Investors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as FinQuery, formerly LeaseQuery, Microsoft and Intuit.
Westplan Investors recently adopted applications including Microsoft 365 in 2019, Intuit Mailchimp Mandrill in 2019 and FinQuery in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Westplan Investors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Westplan Investors’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 Westplan Investors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.