Apps Purchases: 10+ Million Software Purchases
Founded in 2010, APPS RUN THE WORLD is a leading technology intelligence and market-research company devoted to the application space. Leveraging a rigorous data-centric research methodology, we ask the simple B2B sales intelligence question: Who’s buying enterprise applications from whom and why?
Our global team of 50 researchers has been studying the digital transformation initiatives being undertaken by 2 million + companies including technographic segmentation of 10 million ERP, EPM, CRM, HCM, Procurement, SCM, Treasury software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Apps Run The World Buyer Insight and Technographics Customer Database has over 100 data fields that detail company usage of emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database, and different on-prem and cloud apps by function, customer size (employees, revenues), industry, country, implementation status, year deal won, partner involvement, Line of Business Key Stakeholders and key decision-makers contact details, including the systems being used by Fortune 1000 and Global 2000 companies.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | VAR/SI | Insight | Insight Source |
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Berkman Financial | Banking and Financial Services | 50 | $6M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2017 | n/a | In 2017, Berkman Financial implemented Ocrolus, deploying Intelligent Document Processing to operationalize document-driven underwriting and client onboarding workflows. Ocrolus was used to submit and review client bank statements and to file sensitive client and employee personally identifiable information, supporting credit review and partner agreement processing. The implementation focused on document ingestion, automated data extraction and structured parsing of bank statements, and verification workflows consistent with Intelligent Document Processing. Configuration emphasized automated classification of submitted documents, extraction of transactional line items for soft credit pulls, and templated review queues to streamline analyst review within credit and underwriting processes. Ocrolus was integrated with Salesforce to submit and review client bank statements, enabling a handoff between document processing and CRM-driven application review. Operational coverage included credit review and underwriting functions, finance activities that accessed business bank accounts for corporate purchases, and legal administration of ISO agreements with future business partners. Governance centered on operational controls for handling sensitive PII and procedural rules for document submission and review, with staff assisting in desktop hardware and software support to maintain continuity. The narrative links Berkman Financial, Ocrolus, and Intelligent Document Processing to core business functions of client onboarding, credit evaluation, and partner agreement management. | |
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Fast Capital 360 | Banking and Financial Services | 50 | $6M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2017 | n/a | In 2017 Fast Capital 360 implemented Ocrolus as its Intelligent Document Processing solution. The Ocrolus deployment was embedded into funding and underwriting workflows at the Southampton, PA office and remained part of operations through the August 2016 to November 2019 employee tenure cited in internal notes. Ocrolus was configured to automate document ingestion and optical character recognition, extract structured data from bank statements and tax documents, and surface validation flags for human review. Configuration work emphasized underwriting and funding verification logic, with templates and rule sets tuned to small business credit evaluation and book of business workflows for top sales representatives. The platform was used alongside Salesforce and Excel as operational tools to manage cases, funding partner interactions, and internal tracking, with staff training covering Salesforce, Ocrolus, and Excel to align workflows. Operational ownership centered on sales and funding teams, business coordinators acted as primary points of contact, and the head of funding coordinated contract review and document assessment processes to standardize validation and routing procedures. | |
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Banking and Financial Services | 89 | $9M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2016 | n/a |
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Banking and Financial Services | 200 | $50M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2017 | n/a |
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Banking and Financial Services | 100 | $12M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2019 | n/a |
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Banking and Financial Services | 100 | $12M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2019 | n/a |
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Banking and Financial Services | 120 | $15M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2018 | n/a |
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Banking and Financial Services | 150 | $16M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2018 | n/a |
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Banking and Financial Services | 145 | $17M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2018 | n/a |
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Banking and Financial Services | 150 | $20M | United States | Ocrolus | Ocrolus | Intelligent Document Processing | 2019 | n/a |
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