Zelis
2 Crossroads Dr,
Bedminster, 7921, NJ,
United States
Bedminster, 7921, NJ,
United States
1 888-311-3505
Professional Services
Zelis Technographics
Zelis Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Zelis and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2500 Zelis employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Zelis has purchased the following applications: Microsoft Dynamics GP for ERP Financial in 2013, Avature CRM for Candidate Relationship Management in 2020, HealthRules Payer for Core Admin Processing System in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Zelis is running and its propensity to invest more and deepen its relationship with Microsoft , SAP , Avature 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 Zelis 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 Zelis 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.
Zelis Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP | ERP Financial | ERP Financial Management | n/a | 2013 | 2013 |
In 2013, Zelis implemented Microsoft Dynamics GP to establish an ERP Financial system across its corporate finance organization. The implementation targeted Zelis in the United States and aligned to its professional services operating model with approximately 2,500 employees.
Microsoft Dynamics GP, also referenced as Microsoft Dynamics Great Plains in historical reporting, was configured to support core ERP Financial modules including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, bank reconciliation, and financial reporting. The project leveraged Great Plains history and native reporting queries to migrate and validate financial balances and transaction history and to preserve audit trails for ongoing accounting operations.
Operational coverage concentrated on central finance, accounting operations, revenue accounting workflows, and treasury functions, consolidating transactional finance activity under a single ERP Financial application. Implementation work included chart of accounts standardization, period close orchestration, role based security, and the setup of approval workflows to support month end close discipline.
Governance emphasized configuration control and the use of Microsoft Dynamics GP historical reports and queries for reconciliations, audits, and regulatory recordkeeping. Ongoing reliance on Great Plains history informed iterative reporting and query driven research across finance teams.
|
|
|
|
|
Expense Management | ERP Financial Management |
|
2016 | 2017 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avature | Legacy | Avature CRM | Candidate Relationship Management | HCM | n/a | 2020 | 2020 |
In 2020, Zelis implemented Avature CRM as its Candidate Relationship Management solution on its public website. Avature CRM is embedded in the careers site to capture candidate profiles, manage talent pipelines, and operationalize inbound applications, supporting recruiting and talent acquisition business functions across Zelis. The implementation focuses on web-based candidate capture and centralized CRM recordkeeping to establish structured candidate journeys and staged pipeline workflows.
Functional capabilities deployed align with standard Candidate Relationship Management practice, including candidate profiling, pipeline orchestration, campaign-driven engagement and configurable CRM workflows for outreach automation. The deployment concentrates governance on recruiting team workflows and CRM configuration controls to standardize candidate lifecycle processes and employer branding activities. Zelis Avature CRM Candidate Relationship Management supports talent acquisition by centralizing candidate engagement, profile enrichment, and automated communication to maintain active talent pools.
|
|
|
|
|
Core HR | HCM |
|
2016 | 2019 |
|
|
|
|
|
Employee Experience | HCM |
|
2017 | 2017 |
|
|
|
|
|
Employee Experience, Employee Engagement | HCM |
|
2020 | 2020 |
|
|
|
|
|
Recruiting, Applicant Tracking System | HCM |
|
2014 | 2014 |
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HealthEdge Software | Legacy | HealthRules Payer | Core Admin Processing System | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019 Zelis implemented HealthRules Payer as a web based Core Admin Processing System to support payer scale Medicare processing workflows. The deployment centered on HealthRules Payer with Medicare Gateway as the key component providing real time access to the CMS Marx database, enabling eligibility verification, enrollment, membership management, and payment reconciliation through online interfaces.
The HealthRules Payer implementation covered configuration and module workstreams for billing origination to billing processing, claims adjudication including validation of EDI 837 claim types and EDI 835 remittance advice flows, utilization management, case management, and disease management. Work included configuration assessment for payer deployments, creation of System Requirements Documents with functional and non functional requirements, and application level changes to the claims reimbursement user interface.
Integrations were scoped and implemented with CMS Marx database connectivity and EDI pipelines for 837 and 835 transactions, reporting integration with the data warehouse and ETL teams for Cognos reporting, and operational ties into mainframe reporting databases queried via SQL. Project artifacts and project data were centralized on an MS SharePoint site, and security database transitions were coordinated to maintain HIPAA compliance across finance, claims, and provider payment functions.
Governance and delivery followed agile product practices with Epics, Features and User Stories created in JIRA and a managed sprint backlog, coupled with BPMN 2.0 driven business process models for current state and future state workflows. The team developed test plans and manual test cases, executed user acceptance testing and total claim audits to validate configuration and provider payments, tracked vendor and payer resolutions, and maintained weekly requirements status reports for PMO reporting to CMS.
Operational coverage for the deployment included claims operations, finance and accounts receivable, utilization and case management teams, and interactions with account managers and independent advisors to capture requirements. Documentation deliverables comprised SRDs, process models, end user training materials and operational documentation, and EDI companion guide reviews were performed to ensure compliance and edit integrity.
|
|
|
|
|
Travel Management | ERP Services and Operations |
|
2016 | 2017 |
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Collaboration | Collaboration |
|
2021 | 2021 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Management | Content Management |
|
2019 | 2019 |
|
|
|
|
|
Enterprise Content Management | Content Management |
|
2020 | 2020 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Account Based Marketing | CRM |
|
2021 | 2021 |
|
|
|
|
|
Account Based Marketing | CRM |
|
2021 | 2021 |
|
|
|
|
|
Account Based Marketing | CRM |
|
2023 | 2023 |
|
|
|
|
|
Call Tracking and Recording | CRM |
|
2019 | 2019 |
|
|
|
|
|
Customer Data Platform | CRM |
|
2021 | 2021 |
|
|
|
|
|
Customer Experience | CRM |
|
2021 | 2021 |
|
|
|
|
|
Customer Support | CRM |
|
2019 | 2019 |
|
|
|
|
|
Data Management Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Data Management Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Data Management Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Data Management Platform | CRM |
|
2020 | 2020 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2011 | 2011 |
|
ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2022 | 2022 |
|
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2017 | 2017 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at Zelis
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Zelis Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Zelis Technographics
Zelis is a Professional Services organization based in United States,
with around 2500 employees and annual revenues of $500.0 million.
Zelis operates a diverse technology stack with applications such as
Microsoft Dynamics GP, Avature CRM and HealthRules Payer,
covering areas like ERP Financial, Candidate Relationship Management and Core Admin Processing System.
Zelis has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Avature and HealthEdge Software.
Zelis recently adopted applications including
6sense Account Engagement Platform in 2023, Atlassian Jira Service Desk in 2022 and CodeTwo Email Signatures in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Zelis’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Zelis’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 Zelis technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.