William Blair
The William Blair Building, 150 North Riverside Plaza,
Chicago, 60606, IL,
United States
Chicago, 60606, IL,
United States
1 312-236-1600
Banking and Financial Services
William Blair Technographics
William Blair Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by William Blair and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1950 William Blair employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that William Blair has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2018, Avature CRM for Candidate Relationship Management in 2017, Microsoft Power BI for Analytics and BI in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems William Blair is running and its propensity to invest more and deepen its relationship with Oracle , Avature , 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 William Blair revenues, which have grown to $520.0 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 William Blair 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.
William Blair Tech Stack and Enterprise Applications
William Blair ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2018 | 2018 |
In 2018, William Blair implemented Oracle NetSuite ERP as an ERP Financial deployment to centralize finance and administrative recordkeeping. The initiative emphasized secure document filing and correspondence management alongside transactional finance functions used by finance staff and executive assistants.
The Oracle NetSuite ERP implementation was configured to support customer profile maintenance, ad-hoc financial reporting, and invoicing workflows. Configuration work included user profile controls and structured recordkeeping for highly confidential documents, reflecting an ERP Financial focus on accounts receivable and reporting capabilities.
Operationally the deployment was integrated with external invoice processing solutions, specifically Chrome River and RevPort, to create and process client invoices while NetSuite maintained customer profiles and reporting. Routine activities documented in the environment included running ad-hoc reports, updating profiles, monitoring incoming communications, and preparing departmental reports, spreadsheets and presentations.
Governance and workflow changes concentrated on centralized filing, prioritized departmental tasking, and hybrid collaboration patterns, with staff working remotely alongside on-site and external executive assistants. Day to day operations emphasized strict handling of confidential records, structured communications distribution, and role-based access for finance and administrative users within Oracle NetSuite ERP.
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William Blair HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avature | Legacy | Avature CRM | Candidate Relationship Management | HCM | n/a | 2017 | 2017 |
In 2017, William Blair implemented Avature CRM for Candidate Relationship Management. Avature CRM is deployed on the William Blair careers site and is used to power public job detail pages and candidate-facing application flows on their website.
The implementation centers on Avature CRM core capabilities, including a centralized candidate database, configurable talent pools, pipeline stage management, recruiter workflow orchestration, and automated candidate outreach. William Blair configured Avature CRM to capture candidate profiles from the careers site, manage requisition-linked pipelines, and support targeted communications and nurture sequences consistent with Candidate Relationship Management functional workflows.
Operational coverage focuses on recruiting and talent acquisition teams, with the William Blair careers site serving as the primary candidate intake integration point. The deployment consolidates candidate records and recruiter actions within Avature CRM, enabling consistent pipeline handling across open roles and providing a single source of truth for active talent pools.
Governance for the Avature CRM implementation emphasizes role based access to candidate data, defined pipeline stage governance, and standardized recruiter workflows to ensure consistent engagement processes. William Blair Avature CRM Candidate Relationship Management supports recruiting and talent acquisition business functions through career site integration and centralized candidate lifecycle management.
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William Blair Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2023 | 2023 |
In 2023, William Blair implemented Microsoft Power BI as part of its Analytics and BI footprint on its public website. Microsoft Power BI is used to surface interactive dashboards and embedded reports on williamblair.com, delivering web-based data visualization and client-facing analytics. The deployment signals a web-embedded analytics pattern with Power BI serving as the primary reporting and visualization layer linked to the firm’s external digital presence.
Microsoft Power BI configuration focuses on interactive reports, visual dashboards, and controlled publishing workflows to present data on public and client-facing pages. Operational ownership is centralized within the firm’s BI and analytics function, which governs report publication cadence, access controls for web consumers, and the lifecycle of embedded content, aligning Analytics and BI outputs with marketing and client engagement channels. The implementation emphasizes embedded reporting and visualization capabilities native to Microsoft Power BI as the mechanism for delivering analytics on the corporate website.
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William Blair Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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William Blair Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2012 | 2012 |
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William Blair CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2012 | 2012 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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William Blair ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2018 | 2018 |
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William Blair Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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William Blair PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2019 | 2019 |
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William Blair 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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William Blair 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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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at William Blair
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by William Blair Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from William Blair IT executives and key decision makers. This section highlights William Blair's latest recorded technology evaluations, including SAP Ariba for Procurement on 2025-11-03, Jack Henry Banno Digital Banking for Digital Banking on 2025-10-02, and Alkami for Digital Banking on 2025-05-27. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the William Blair digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD William Blair Technographics
William Blair is a Banking and Financial Services organization based in United States,
with around 1950 employees and annual revenues of $520.0 million.
William Blair operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Avature CRM and Microsoft Power BI,
covering areas like ERP Financial, Candidate Relationship Management and Analytics and BI.
William Blair has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Avature and Microsoft.
William Blair recently adopted applications including
Microsoft Power BI in 2023, DocuSign eSignature in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of William Blair’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates William Blair’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 William Blair technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.