What Surety Systems does

Surety Systems is a privately held, North America-based enterprise software consulting firm founded in 2003 and headquartered in Raleigh, North Carolina (with a Cary, NC operating presence). The firm provides senior-level consulting services for ERP, HCM, workforce management, supply chain, and clinical application platforms—specifically JD Edwards, Infor Lawson, SAP (including S/4HANA and Fiori), Workday, UKG/Kronos, Oracle, Epic, and Salesforce—organized around an "Advise, Execute, Reinforce" engagement model. The Advise layer covers vendor-agnostic roadmapping and system selection; Execute covers implementations, data migrations, and upgrades led by an internal PMO; and Reinforce provides staff augmentation and legacy support. A specialized Healthcare Integration practice addresses clinical interoperability using Cloverleaf, HL7, Rhapsody, Mirth Connect, and Epic Bridges, and the firm is an Official Infor Solution Partner with multi-year Cloverleaf experience.

The company monetizes through professional services engagements—project-based implementations, time-and-materials staff augmentation, and managed services for ongoing support—priced via custom quotes after needs assessment. Its go-to-market is sales-led and relationship-driven, with over 80% of business sourced from repeat clients and an 84% repeat-project rate across 2,000+ engagements. The customer base spans 17 industries including healthcare, banking, manufacturing, distribution, retail, education, real estate, and construction, with named enterprise logos such as Omni Hotels, Bridgestone, Blue Apron, La-Z-Boy, and Tractor Supply Co. The team is 100% US- and Canada-based.

Operationally, Surety has executed one disclosed M&A transaction—the February 2021 acquisition of JAGwire Group LLC—to expand capabilities. The firm holds no disclosed outside funding, reports no public revenue, and discloses no patents, formal leadership bios, or AI/ML capabilities. It relies on content marketing (a nine-category Insights blog), SEO, client testimonials, and third-party review platforms (G2, Trustpilot) for demand generation, supported by a Great Place to Work certification. Its value proposition centers on senior-staffed, vendor-agnostic advisory as a deliberate counterpoint to larger, captive systems-integrator practices.

Name

Surety Systems

Legal name

Surety Systems

Website

https://suretysystems.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

101–250 employees

Short description

Surety Systems is a privately held, North America-based consulting firm providing senior-level, vendor-agnostic advisory, implementation, and staff augmentation services for ERP, HCM, WFM, and clinical application platforms (JD Edwards, SAP, Workday, UKG/Kronos, Infor Lawson, Oracle, Epic, Salesforce) to mid-market and enterprise clients across 17 industries.

Ownership category

akta.pro rank

Product category

ERP and Enterprise Applications Consulting Services

NAICS

Management Consulting Services (54161), Computer Systems Design Services (541512), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming Services (7371), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Healthcare Provider ERP (Hospital Operations, Supply Chain, Finance) (HDAEAEAH)

akta.pro secondary industries

Enterprise Integration Engines & Interface Management (HL7 v2/X12/API) (HLACABAC), EHR/EMR Integration & Interoperability Middleware (HL7/FHIR) (HLALAKAD), Healthcare IT & Health Informatics Staffing (BPACADAK)

Keywords

• ERP consulting services
• HCM implementation consulting
• Workforce management consulting
• Healthcare integration consulting
• Enterprise system migrations

Headquarters

HQ city

Cary

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Implementation Consulting: Project-based consulting for ERP, HCM, WFM, and clinical application implementations including system selection, migration, upgrades, and optimization.
2. Staff Augmentation: Providing senior-level consultants to bolster client internal capabilities for legacy support and expertise gaps. Consultants integrated with client teams.
3. Managed Services: Ongoing support and maintenance services for implemented systems, including internal PMO management and project oversight.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Surety Systems provides senior-level, vendor-agnostic consulting services for ERP, HCM, WFM, and clinical application platforms including SAP, Workday, JD Edwards, UKG/Kronos, Infor Lawson, Oracle, Epic, and Salesforce. Engagements span system selection, implementation, data migration, upgrades, and ongoing staff augmentation under an Advise-Execute-Reinforce delivery model. The firm also delivers specialized healthcare integration consulting using middleware tools such as Cloverleaf, HL7, Rhapsody, and Mirth Connect.

Product overview

Surety Systems is an ERP, HCM, WFM, and Clinical Applications consulting firm providing senior-level, vendor-agnostic consulting services. Rather than a single unified software product, they offer a portfolio of specialized consulting practices across multiple enterprise platforms including SAP, JD Edwards, Workday, UKG/Kronos, Infor Lawson, Oracle, Epic, and Salesforce. Their services follow an 'Advise-Execute-Reinforce' model covering the full project lifecycle: strategic roadmapping and system selection (Advise), implementations and data migrations (Execute), and legacy support with staff augmentation (Reinforce). They also provide specialized healthcare integration consulting using middleware tools like Cloverleaf, Mirth Connect, and Rhapsody to achieve interoperability. As an Official Infor Solution Partner, they combine proprietary insights with vendor relationships while maintaining unbiased guidance for clients.

Differentiator

Problem solved

Functional benefit

Products and services

• SAP Consulting Strategic guidance and execution for SAP implementations, S/4HANA migrations, global rollouts, and system audits, including SAP SCM, SAP MII, SAP Fiori, and SAP FSCM expertise. Intended for enterprise clients running or transitioning to SAP platforms.
• Workday Consulting Client-side implementation support, tenant optimization, and legacy system reinforcement for Workday Financials, HCM, Benefits, and Payroll modules. Intended for organizations implementing or maintaining Workday.
• JD Edwards Consulting Strategic guidance and execution for JD Edwards EnterpriseOne and World environments, including implementations, data migrations, upgrades, and cloud migration preparation. Intended for JD Edwards customers.
• UKG/Kronos Consulting Senior-level expertise for UKG Pro, Pro WFM, and Ready platforms, including platform health checks, strategic optimizations, and complex integrations for workforce management. Intended for organizations running UKG/Kronos workforce management systems.
• Infor Lawson Consulting Lawson-to-CloudSuite migrations and specialized optimization for existing CloudSuite environments, including EAM configuration and compliance monitoring. Intended for organizations running Infor Lawson systems.
• Oracle Consulting Full-lifecycle support including client-side implementation leadership, complex data migrations, and strategic system optimization for Oracle Cloud ERP. Intended for organizations implementing or maintaining Oracle Cloud ERP.
• Epic Staffing Senior-level project management and specialized staffing for Epic clinical applications to ensure successful healthcare IT outcomes. Intended for healthcare organizations running Epic EHR.
• Salesforce Consulting CRM consulting for Sales Cloud, Service Cloud, Health Cloud, Marketing Cloud, and custom development including Einstein Analytics and CPQ setup. Intended for organizations implementing or optimizing Salesforce CRM.
• Healthcare Integration Consulting Unbiased, vendor-neutral integration consulting specializing in Cloverleaf, HL7, Rhapsody, Mirth Connect, and Epic Bridges to achieve interoperability for external application integration projects. Intended for healthcare organizations requiring clinical data interoperability.

Quantifiable outcome

• 84% of projects delivered to repeat clients, demonstrating high client satisfaction and retention
• +2 more outcomes

Named customers7 records

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

Feature4 records

Partnerships

Two partnerships are on record, tiered major and core.

• JAGwire Group LLCmajorOthers · 23 February 2021Acquired JAGwire Group LLC in February 2021 to expand capabilities and strengthen service offerings as part of rapid growth strategy.
• InforcoreTechnology or IntegrationOfficial Infor Solution Partner with over a decade of experience with Cloverleaf products. Partnership provides access to proprietary information, tools, and connections to offer exceptional value and improve ROI for internal and external application integration projects.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Pivot Point Consulting: Mid-size healthcare IT consulting firm with vendor-agnostic ERP/EHR/HCM implementation expertise. Highly comparable to Surety Systems in healthcare vertical focus, senior-only delivery model, and cross-platform (Workday, Epic, Infor) practice breadth.
• Nordic Consulting: One of the largest independent Epic-focused healthcare IT consulting firms. Direct overlap with Surety Systems' Epic staffing and clinical application practices, though larger in scale and more specialized on Epic than on broader ERP.
• Optimum Healthcare IT: Healthcare-focused IT consulting and staffing firm providing EHR/ERP implementation and advisory services. Closely comparable mid-size peer for Surety Systems' healthcare vertical with similar staff-augmentation revenue model.
• CereCore: Healthcare IT services firm offering EHR implementation, integration, and managed services. Direct peer in healthcare integration consulting (HL7, Cloverleaf, Epic Bridges overlap) and clinical application support.
• Clarkston Consulting: Mid-size management and technology consulting firm specializing in ERP (SAP, Oracle, Workday) and supply chain for consumer products and life sciences. Closely comparable in size, cross-platform ERP focus, and senior-consultant delivery model.
• RGP (Resources Connection): Global consulting and staffing firm with a strong project-based consulting model and cross-industry ERP/HCM/SCM expertise. Closely comparable revenue model (project consulting + staff augmentation) and similar client profile in healthcare, financial services, and manufacturing.
• Strive Consulting: Boutique consulting firm specializing in JD Edwards, Oracle, and Infor Lawson ERP implementations. Most direct niche competitor on the legacy-ERP practices that anchor a meaningful portion of Surety Systems' revenue.

Broad incumbents

• West Monroe Partners: Larger US-based management and technology consulting firm with cross-industry ERP/HCM practices. Comparable in vendor-agnostic mid-market positioning, but with broader service portfolio and larger headcount than Surety Systems.
• Slalom: Major US tech consulting firm with strong ERP (Workday, Salesforce, Microsoft) practices across healthcare, financial services, and manufacturing. Overlapping client verticals and technology breadth, but materially larger and more geographically distributed.
• Huron Consulting Group: Public consulting firm with a significant healthcare and ERP/HCM practice (Huron Managed Services, ERP/EHR implementation). Directly comparable in healthcare vertical and ERP implementation services, but at significantly larger scale and with broader service portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/suretysystems

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Surety Systems