Wipfli
10000 W Innovation Dr 250-260,
Milwaukee, 53051, WI,
United States
Milwaukee, 53051, WI,
United States
1 414-431-9300
Professional Services
Wipfli Technographics
Wipfli Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wipfli and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2200 Wipfli employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Wipfli has purchased the following applications: Sage Intacct for ERP Financial in 2020, iCIMS Recruit Applicant Tracking System for Applicant Tracking System in 2015, Microsoft Power BI for Analytics and BI in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wipfli is running and its propensity to invest more and deepen its relationship with Sage , iCIMS , FIS Global 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 Wipfli revenues, which have grown to $370.0 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 Wipfli 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.
Wipfli Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP Financial Management | n/a | 2020 | 2020 |
In 2020, Wipfli implemented Sage Intacct as its ERP Financial application, and corporate site references indicate active use of Sage Intacct. The deployment centralized core financial management across the professional services firm, covering accounting, corporate finance, and multi entity consolidation for its organizational units. Sage Intacct was established as the primary ERP Financial system for the general ledger, accounts payable, and accounts receivable processing workflows.
Configuration and modules emphasized standard financial controls and process standardization, including a unified chart of accounts, role based access controls, automated journal workflows, and financial reporting dashboards consistent with ERP Financial capabilities. The implementation focused on streamlining the month end close and delivering consolidated financial reporting for multiple business units, with governance formalized through centralized finance ownership and standardized close procedures.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| iCIMS | Legacy | iCIMS Recruit Applicant Tracking System | Applicant Tracking System | HCM | n/a | 2015 | 2015 |
In 2015, Wipfli implemented iCIMS Recruit Applicant Tracking System as the Applicant Tracking System powering its public careers presence. The deployment surfaces iCIMS Recruit Applicant Tracking System via a hosted careers portal at careers-wipfli.icims.com to publish openings and capture candidate applications directly through the company website.
Configuration emphasized core Applicant Tracking System capabilities, including job requisition publishing, candidate application intake, applicant tracking across lifecycle stages, and automated candidate communications. The implementation standardized requisition approval workflows and candidate status transitions to align recruiting processes with professional services hiring patterns.
The iCIMS Recruit Applicant Tracking System is the primary external sourcing and application intake channel for Wipfli, supporting talent acquisition and HR teams across the 2,200 employees professional services firm. The deployment is organized around recruiter and hiring manager roles, with centralized posting controls to maintain consistency of job content on the careers site.
Governance established role based access controls and centralized workflow definitions to manage applicant lifecycle states and reporting for recruiting operations. Day to day operations rely on the iCIMS Recruit Applicant Tracking System for candidate tracking, communications, and operational coordination of hiring activity.
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Benefits Administration, Pension Administration | HCM |
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2017 | 2017 |
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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 | 2016 | 2018 |
In 2016, Wipfli deployed Microsoft Power BI within its technology consulting practice to deliver Analytics and BI dashboards for resource booking and project delivery visibility. The Microsoft Power BI implementation was designed to consume booking data from Project Service Automation and surface day, week, month and longer workplans for individual contributors and teams.
Project Service Automation is used extensively by 50 resource managers and project managers to reserve and book time for specific job roles such as ERP consultants and Java developers, and to generate per-person and per-day booking reports. About 300 associates in the practice consume Project Service Automation data through Microsoft Power BI dashboards, while resource managers use Project Service Automation capabilities for one-click reservations, soft-booking and rapid availability checks to align staffing to upcoming projects.
Wipfli replicates resource booking data to Microsoft Azure SQL Database, and Microsoft Power BI connects to that Azure SQL store to produce interactive dashboards for associates and delivery teams. The architecture separates the transactional booking system, Project Service Automation, from the analytics layer, Microsoft Azure SQL Database and Microsoft Power BI, enabling scheduled replication and reporting workflows.
Governance and workflow changes centered on operationalizing booking and reporting across resource management and project delivery functions, reducing reporting clicks and simplifying reservation workflows for resource managers. Wipfli’s delivery team also plans to extend Microsoft Power BI dashboards for management to expose resource forecast and utilization metrics to practice leadership.
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Analytics and BI | Analytics and BI |
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2024 | 2024 |
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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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2017 | 2017 |
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Collaboration | Collaboration |
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2017 | 2017 |
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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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2020 | 2020 |
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Web Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2024 | 2024 |
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Customer Support | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Automation, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2022 | 2022 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Remote Monitoring and Management | ITSM |
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2010 | 2010 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2021 | 2021 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Wipfli
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Wipfli Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wipfli IT executives and key decision makers. This section highlights Wipfli's latest recorded technology evaluations, including Infor CloudSuite Distribution Enterprise for Distribution ERP on 2025-10-15, Plex ERP for Manufacturing ERP on 2025-10-15, and Oracle NetSuite ERP for ERP Financial on 2025-10-15. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wipfli digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Wipfli Technographics
Wipfli is a Professional Services organization based in United States,
with around 2200 employees and annual revenues of $370.0 million.
Wipfli operates a diverse technology stack with applications such as
Sage Intacct, iCIMS Recruit Applicant Tracking System and Microsoft Power BI,
covering areas like ERP Financial, Applicant Tracking System and Analytics and BI.
Wipfli has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, iCIMS and Microsoft.
Wipfli recently adopted applications including
DealRoom in 2024, 6sense Account Engagement Platform in 2024 and FreshDesk Customer Support in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wipfli’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Wipfli’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 Wipfli technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.