Spring, 77380, TX,
United States
Woodforest National Bank Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Woodforest National Bank and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 3700 Woodforest National Bank employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Woodforest National Bank has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2018, UKG Pro HCM (ex UltiPro HCM) for Core HR in 2013, CSI NuPoint for Core Banking 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 Woodforest National Bank is running and its propensity to invest more and deepen its relationship with Microsoft , UKG , Oracle 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 Woodforest National Bank revenues, which have grown to $500.0 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 Woodforest National Bank 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP Financial Management | n/a | 2018 | 2018 |
In 2018, Woodforest National Bank implemented Microsoft Dynamics 365 for Finance and Operations as its ERP Financial application. The engagement encompassed application development and production support responsibilities, with teams accountable for identifying coding standards, continuous development improvements, and delivering new enhancements across multiple departmental applications.
Workstreams included full stack development using .NET C#, VB .NET, RESTful Web API, SQL and ASP .NET MVC Core, and building SSRS reports. The implementation incorporated background processing automation with a JAMs scheduler to execute RESTful API calls, SQL jobs, and other scheduled tasks, and development teams used Azure DevOps to create CI/CD pipelines deploying to Azure Cloud Infrastructure and Docker containers.
Integration and operational coverage extended to Azure and on-premise data strategies and hybrid integration patterns, support for Dynamics CRM 2013 on-premise and Dynamics 365 Customer Engagement cloud solutions related to loan, HR, and legal CRM use cases, and application-level integrations such as importing pulse transaction files for Bancline Core. Teams also developed and supported consumer-facing and branch tools including an online banking admin tool for customer login and account maintenance, a branch capture recon tool to reconcile teller and branch capture data, large item signature review tooling, and an ATM Audit application.
Governance and delivery practices centered on Agile and DevOps transformation, with leadership directing Kanban adoption, DEVOPS team enablement, and CI/CD pipeline governance for continuous delivery. Platform administration and deeper technical activities included performing admin functions in a Dynamics AX 2012 R3 development environment, using .NET interop with X++, scanning X++ code with best-practice tools and Life Cycle Services for security review, and debugging X++ as requested by the business.
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro HCM (ex UltiPro HCM) | Core HR | HCM | n/a | 2013 | 2018 |
In 2013, Woodforest National Bank implemented UKG Pro HCM (ex UltiPro HCM) as its Core HR application. The engagement focused on review, testing and implementation activities for the HRIS solution, with dedicated coordination between HR functional staff and technical teams to align application configuration and deployment timelines.
The UKG Pro HCM implementation covered Core HR capabilities such as centralized employee master data, onboarding workflows, position and job data configuration, and HR reporting and recordkeeping consistent with Core HR functional workflows. Workstreams included scripted testing, issue tracking, configuration tuning, and documentation of process and test results, while the team researched and resolved HRIS problems and recommended configuration or process adjustments based on test findings.
Operationally the effort emphasized cross functional coordination between HR operations and technical support to establish ongoing HRIS support processes. Documentation of results and handover artifacts were produced to enable day to day HRIS problem resolution and to support future configuration changes, with the project team providing continued support for HRIS issue research and recommendations.
|
|
|
|
|
Onboarding | HCM |
|
2017 | 2017 |
|
|
|
|
|
Recruiting, Applicant Tracking System | HCM |
|
2013 | 2013 |
|
|
|
|
|
Workforce Management | HCM |
|
2013 | 2013 |
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CSI | Legacy | CSI NuPoint | Core Banking | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, Woodforest National Bank implemented CSI NuPoint for Core Banking. CSI NuPoint was provisioned as the bank's core transaction processing platform to support branch and teller operations across its retail network.
Configuration emphasized teller operations, deposit account processing, cash drawer management, teller transaction capture, general ledger posting, and loan processing capabilities that are standard in a Core Banking system. The implementation reflected front line teller workflows, with CSI NuPoint serving as the teller interface for balance allocation, ledger balancing, cash handling controls, and routine loan entry tasks referenced in teller job profiles.
Operational scope focused on branch retail operations and teller teams, with on the ground usage documented at branch sites. Governance centered on cash handling procedures, reconciliation workflows, and role based access controls separating teller and supervisory functions, with training and documented procedures aligned to enforce transaction accuracy and teller accountability.
|
|
|
|
|
Core Banking | ERP Services and Operations |
|
2022 | 2022 |
|
|
|
|
|
Digital Banking | ERP Services and Operations |
|
2012 | 2012 |
|
|
|
|
|
Insurance Claims Management | ERP Services and Operations |
|
2017 | 2017 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2018 | 2018 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Web Content Management | Content Management |
|
2012 | 2012 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2012 | 2012 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||