Plano, 75093, TX,
United States
Working Solutions Technographics
Working Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Working Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 450 Working Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Working Solutions has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, LiveChat for Chatbots and Conversational AI in 2020, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Working Solutions is running and its propensity to invest more and deepen its relationship with Intuit , LiveChat, Inc. , 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 Working Solutions revenues, which have grown to $50.0 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 Working Solutions 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.
Working Solutions Tech Stack and Enterprise Applications
Working Solutions ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011, Working Solutions implemented Intuit Quickbooks Enterprise as its ERP Financial system. The deployment focused on finance and accounting support, centralizing transaction processing, general ledger maintenance, accounts payable and accounts receivable workflows, and financial reporting for an organization of roughly 450 employees. The implementation explicitly supported Excel reporting and data storage workflows, reflecting ongoing needs to develop and prepare various Excel reports and maintain finance data repositories. Hiring notes indicated that knowledge of QuickBooks is helpful but not necessary, signaling operational reliance on Intuit Quickbooks Enterprise while accommodating staff skilled in spreadsheet management and meeting coordination.
Operational coverage centered on the finance and accounting departments and extended to merger and acquisition meeting coordination and phone conference support, where finance staff used Intuit Quickbooks Enterprise data to prepare materials and analyses. Configuration emphasized financial reporting capabilities and exportable datasets so Excel driven workflows could be maintained alongside system records, enabling coordinated M&A preparation. Governance aligned with accounting process ownership inside finance, combining system transaction controls in Intuit Quickbooks Enterprise with reconciliations and manual workflows in spreadsheets. The narrative underscores the relationship between Working Solutions, Intuit Quickbooks Enterprise, ERP Financial, and core finance and accounting business functions.
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Working Solutions AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Working Solutions implemented LiveChat on its website, deploying the LiveChat application as part of its Chatbots and Conversational AI strategy for customer-facing digital engagement. The implementation is centered on web-based conversational tooling to handle inbound inquiries for the United States based distribution business, tying the Working Solutions LiveChat Chatbots and Conversational AI capability directly to online customer support and sales intake workflows.
The LiveChat configuration emphasizes standard conversational modules, including a website chat widget, agent console for live handling, scripted greetings and canned responses, automated routing logic, and bot-to-agent escalation flows. Reporting and monitoring dashboards are used to track conversation volumes and agent activity, and conversational scripting is applied to standardize response handling across common support and sales scenarios.
Operational coverage is limited to the company website, supporting customer service and online sales teams, with administrative controls for agent roles, chat permissioning, and conversation governance. Rollout and adoption focus on configuring agent workflows, establishing response playbooks, and training front-line staff on chat handling and escalation procedures, aligning LiveChat with existing online customer engagement processes.
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Working Solutions Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Working Solutions implemented Microsoft 365 to provide core Collaboration capabilities for its 450-employee United States distribution organization. The implementation positions Microsoft 365 as the primary Collaboration platform and is explicitly surfaced on the company website, indicating browser-based access to Microsoft 365 services for employees and selected external workflows.
The deployment is structured as a cloud-hosted Microsoft 365 tenant, with standard Collaboration functional modules typically employed for this category such as Exchange Online for email, SharePoint Online for intranet and document libraries, OneDrive for individual file storage, and Microsoft Teams for real time communication. Tenant administration and user provisioning governance are applied at the organizational level to manage access across business functions including internal communications, document management, and cross-functional collaboration in distribution operations. The Microsoft 365 deployment is integrated into the public site experience as noted, while core operational coverage remains focused on enterprise collaboration workflows for the Working Solutions US workforce.
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Working Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2022 | 2022 |
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Account Based Marketing | CRM |
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2023 | 2023 |
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CRM | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Working Solutions ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2016 | 2016 |
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Working Solutions PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Working Solutions 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Working Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Chief Executive Officer | CXO | Finance | ||||
| President | CXO | Finance | ||||
| Chief Financial Officer | CXO | Finance | ||||
| VP Information Technology | VP | IT |
Apps Being Evaluated by Working Solutions Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||