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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

List of Precursive Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Agilisys Professional Services 978 $128M United Kingdom Precursive Precursive Professional Services Automation 2019 n/a
In 2019 Agilisys implemented Precursive as its Professional Services Automation platform to establish repeatable delivery processes and embed service planning into daily operations. Precursive was chosen to centralize resource planning and to provide the Professional Services team with a consistent toolset for staffing and delivery orchestration. The implementation focused on resource management and delivery process standardization, with Precursive configured to support resource allocation, skills matching, and project-level capacity planning consistent with Professional Services Automation functionality. Precursive became embedded in day to day workflows for the Professional Services team, enabling planners to review availability and assign people to projects through a unified system rather than ad hoc spreadsheets. Operational coverage centered on Agilisys professional services delivery, with governance oriented toward repeatable delivery processes and tighter resourcing decision cycles. Reported outcomes included optimized resource management that directly impacted customer outcomes, better matching of people to projects, and more time for the team to make right resourcing decisions, reflecting tangible operational benefits for Agilisys Professional Services.
DealerTrack Professional Services 2500 $600M United States Precursive Precursive Professional Services Automation 2023 n/a
In 2023 DealerTrack implemented Precursive as a Salesforce-native Professional Services Automation application to consolidate project delivery, resource allocation and milestone-driven billing across Dealertrack and Cox Automotive. The implementation focused on replacing manual trackers with embedded project management and billing workflows inside Salesforce to improve portfolio visibility for senior leadership. Precursive was configured to provide core Professional Services Automation capabilities including project planning and milestone tracking, resource allocation and scheduling, and milestone-driven billing orchestration. Configuration emphasized Salesforce-native objects and automation, enabling project teams to manage delivery artifacts and finance teams to recognize revenue based on defined milestones. The deployment was carried out in the United States and covered cross-functional teams across delivery, resource management and finance within Dealertrack and Cox Automotive. Because Precursive is Salesforce-native, the implementation integrated directly with the Salesforce platform to centralize project and customer context alongside sales and service records. Governance changes included retiring manual spreadsheet trackers and establishing milestone-based billing processes and executive reporting cadences for senior VPs. According to the vendor case study the rollout delivered explicit outcomes including more than 500 administrative hours saved, approximately 1 million dollars per year saved on travel, and faster executive reporting for senior VPs.
Orbus Software Professional Services 70 $13M United Kingdom Precursive Precursive Professional Services Automation 2022 n/a
In 2022, Orbus Software implemented Precursive in the United Kingdom to operationalize professional services delivery using a Professional Services Automation platform. The deployment targeted increased transparency across projects and budgets while introducing value milestones into customer engagements, with Precursive deployed as a Salesforce native application embedded in the companys CRM environment. Precursive was configured to support project management workflows, resource management and reporting capabilities inferred from case study descriptions, with value milestone sequencing and budget tracking configured to align delivery stages to commercial milestones. Configuration focused on project templates, resource allocation views and role based reporting to provide consistent governance around service commitments and budget consumption. The implementation integrated directly with Salesforce, enabling delivery teams to access project and resource data within the CRM and allowing customer success and sales to view milestone progress alongside account records. Operational coverage emphasized professional services and customer onboarding in the UK, while finance and commercial teams gained visibility for discounting and service budget controls through the shared data model. Governance changes included standardized milestone based delivery and tightened controls over discounting and service budgets, enabling clearer approval workflows and auditability of billable scope. Reported outcomes from the engagement included faster customer onboarding time to value and improved CSAT, and the deployment centralized project transparency across delivery, success and commercial functions.
Professional Services 20 $2M United States Precursive Precursive Professional Services Automation 2021 n/a
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