Worksoft
15851 Dallas Parkway Suite 550,
Addison, 75001, TX,
United States
Addison, 75001, TX,
United States
1 972-993-0400
Professional Services
Worksoft Technographics
Worksoft Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Worksoft and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 220 Worksoft employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Worksoft has purchased the following applications: Tipalti Invoice Management and Bill Processing System for AP Automation in 2020, Oracle Netsuite OpenAir for Professional Services Automation in 2017, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Worksoft is running and its propensity to invest more and deepen its relationship with Tipalti , Oracle , Cisco Systems 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 Worksoft revenues, which have grown to $42.0 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 Worksoft 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.
Worksoft Tech Stack and Enterprise Applications
Worksoft ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tipalti | Legacy | Tipalti Invoice Management and Bill Processing System | AP Automation | ERP | n/a | 2020 | 2020 |
In 2020, Worksoft implemented Tipalti Invoice Management and Bill Processing System. Worksoft uses Tipalti Invoice Management and Bill Processing System on their website to support AP Automation for accounts payable and bill processing business functions. The deployment is a cloud oriented SaaS implementation scoped to the finance and accounts payable organization within the professional services firm, providing a centralized intake point for supplier invoices and vendor bill processing. The implementation emphasizes invoice intake and automated processing workflows as the primary operational scope.
Functional modules deployed reflect standard AP Automation capabilities, including electronic invoice capture with OCR assisted data extraction, configurable approval and routing workflows, supplier onboarding and portal features, and centralized bill processing with audit controls. Configuration focused on routing rules and electronic matching to enforce invoice validation and reduce manual touch points across accounts payable operations. Governance centered on workflow based approval hierarchies and controls to align invoice processing with existing financial policies, with the Tipalti Invoice Management and Bill Processing System serving as the operational source for AP processing and recordkeeping.
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ERP Financial | ERP |
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2017 | 2017 |
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Worksoft ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, Worksoft implemented Oracle Netsuite OpenAir as its Professional Services Automation platform. The deployment established Oracle Netsuite OpenAir as the primary application for managing project time capture, expense reporting, and billing workflows across the company.
Configuration focused on expense management and invoice processing modules, with timesheet capture and project billing configured to support professional services delivery and accounting reconciliation. Oracle Netsuite OpenAir was configured to handle the routine workload of staff accountants, specifically processing expense reports and generating invoices, and to enforce role based submission and approval flows common to PSA implementations.
Operational coverage centered on finance and professional services departments, where staff accountants and project managers used Netsuite and OpenAir to record worked time, submit expenses, and drive invoice creation. The implementation connected PSA operational workflows to core accounting processes through the Oracle Netsuite OpenAir application, enabling unified handling of time, expenses, and billing.
Governance emphasized finance ownership of transactional controls and approval workflows, with role based access for staff accountants and project teams. Change management concentrated on embedding standardized expense report and invoice processing procedures into day to day finance operations.
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Worksoft Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Worksoft implemented Cisco Webex Meetings on its public website to provide a web-accessible conferencing layer for client engagements and internal collaboration. Cisco Webex Meetings is deployed as the organizations Audio Video and Web Conferencing platform, serving professional services workflows that require synchronous client demos, project status calls, and internal team meetings.
Cisco Webex Meetings was configured to deliver core audio and video conferencing capabilities including browser-based join, screen sharing, recording, participant role controls, and host moderation features. The implementation emphasizes standard meeting workflows and scheduling orchestration consistent with Audio Video and Web Conferencing functionality, with meeting creation and join flows surfaced directly through the company website.
Operational coverage targets Worksofts consulting and client delivery teams, enabling externally facing sessions from the website and internal collaboration across staff of approximately 220 employees. The deployment model uses the hosted Cisco Webex Meetings service surface on web pages to simplify client access and reduce friction for external participants, while preserving centralized meeting control at the account administrator level.
Governance was aligned to conferencing best practices, consolidating meeting administration, access controls, recording policy, and host privileges within the Webex control plane. Cisco Webex Meetings sits as the centralized Audio Video and Web Conferencing touchpoint for Worksoft, tying meeting governance to corporate user accounts and site-embedded meeting flows rather than to distributed point solutions.
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Collaboration | Collaboration |
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2015 | 2015 |
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Worksoft Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2021 | 2021 |
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Worksoft CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2013 | 2013 |
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Customer Experience | CRM |
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2015 | 2015 |
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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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2021 | 2021 |
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Marketing Analytics, Lead Generation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Worksoft ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2016 | 2016 |
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Worksoft PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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Worksoft 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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2014 | 2014 |
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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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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Worksoft
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Executive Officer | CXO | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Chief Financial Officer | CXO | Finance | |
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Corporate Controller | Director | Finance | |
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Apps Being Evaluated by Worksoft Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Worksoft IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Worksoft digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Worksoft Technographics
Worksoft is a Professional Services organization based in United States,
with around 220 employees and annual revenues of $42.0 million.
Worksoft operates a diverse technology stack with applications such as
Tipalti Invoice Management and Bill Processing System, Oracle Netsuite OpenAir and Cisco Webex Meetings,
covering areas like AP Automation, Professional Services Automation and Audio Video and Web Conferencing.
Worksoft has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Tipalti, Oracle and Cisco Systems.
Worksoft recently adopted applications including
HubSpot CMS in 2021, Zoominfo Platform in 2021 and ZoomInfo Chorus in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Worksoft’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Worksoft’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 Worksoft technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.