Milwaukee, 53226, WI,
United States
Zywave Technographics
Zywave Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Zywave and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Zywave employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Zywave has purchased the following applications: Sage Intacct for ERP Financial in 2012, Zywave Client Cloud HR360 for HR Compliance in 2021, Salesforce Chat (formerly Salesforce Live Agent) for Chatbots and Conversational AI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Zywave is running and its propensity to invest more and deepen its relationship with Sage , Zywave , Salesforce 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 Zywave revenues, which have grown to $250.0 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 Zywave 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.
Zywave Tech Stack and Enterprise Applications
Zywave ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2012 | 2012 |
In 2012 Zywave implemented Sage Intacct to centralize its financial management across the organization. Sage Intacct, an ERP Financial application, was deployed as a cloud SaaS financial system to provide core accounting and reporting functions.
The implementation emphasized core financial modules including general ledger, accounts payable, accounts receivable, and consolidated financial reporting, with configuration for multi-entity accounting and structured period close workflows. Deployment included role based access controls and automation of transactional posting and reconciliation processes, leveraging capabilities typical of the ERP Financial category.
Sage Intacct was integrated with Salesforce.com and Steelbrick to align CRM and CPQ data with accounting records and to support the quote to cash and revenue lifecycle. Operational ownership was maintained by finance and revenue operations teams, who supervised system utilization, governed cross system data flows, and managed configuration and process changes during rollout and ongoing operations.
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Zywave HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zywave | Legacy | Zywave Client Cloud HR360 | HR Compliance | HCM | n/a | 2021 | 2021 |
In 2021 Zywave deployed Zywave Client Cloud HR360, a HR Compliance application, on its public website to surface compliance tools for clients and internal HR users. The deployment of Zywave Client Cloud HR360 was configured as a web hosted client portal component integrated into Zywave’s site navigation and content delivery, delivering regulatory resources and access to compliance modules through the corporate site.
The implementation emphasizes HR Compliance capabilities including policy management, compliance training tracking, document and form storage, role based access controls, automated notifications for compliance tasks, and audit trail recording. Configuration work focused on mapping compliance workflows to HR and client service processes, creating administrator roles and permission tiers, and establishing content libraries for federal and state regulatory guidance consistent with the HR Compliance category.
Governance was structured around centralized content ownership within corporate HR, with delegated site administrators responsible for library updates, user provisioning, and training assignment workflows. The rollout targeted both internal HR teams and external client users through the website based portal, with ongoing configuration and content governance processes to maintain regulatory accuracy.
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Zywave AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Chat (formerly Salesforce Live Agent) | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Zywave deployed Salesforce Chat (formerly Salesforce Live Agent) on its public website. The deployment implements Chatbots and Conversational AI capabilities to enable real-time web chat and conversational routing for customer facing touchpoints.
Salesforce Chat (formerly Salesforce Live Agent) was configured with standard conversational modules including pre chat capture, multi channel agent console, presence aware routing, queuing and chat transcript logging. Configuration work emphasized routing rules and agent assignment workflows to support inbound customer support and sales inquiries. The implementation leverages Salesforce session management and transcript persistence to maintain conversation context for case handoff and tracking within the Salesforce org.
Operational ownership is held by Zywave support and sales operations teams, who administer routing logic, response templates and staffing models. Governance centered on scripted workflows, escalation paths and operator training to standardize response handling. The implementation directly impacts customer support and sales business functions at Zywave while remaining contained within the Salesforce Chat product environment.
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Zywave 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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2018 | 2018 |
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Zywave Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Management | Content Management |
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2021 | 2021 |
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Digital Signing | Content Management |
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2020 | 2020 |
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Zywave 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, Sales Engagement | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Zywave ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2022 | 2022 |
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Zywave PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2012 | 2012 |
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Zywave 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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2016 | 2016 |
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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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Infrastructure as Code (IaC) | IaaS |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Zywave
Apps Being Evaluated by Zywave Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||