What PTS does

Planned Technology Services, Inc. (PTS) is a privately held, boutique IT consulting firm headquartered in Irondale, Alabama (Birmingham suburb), founded around 2014 by Cather Cheese (Founding Partner, Senior IT Architect) and Stephen Piland (Partner, Technical Lead). The firm specializes in legacy enterprise system integration and custom software development, with concentrated expertise in JDA merchandising platforms (JDA MMS, E3 Advanced Store Replenishment, Enterprise Planning, Channel Clustering, Size Scaling, Seasonal Profiling, SCPO Demand and Price Optimization, and JDA Retail Ideas), IBM mid-range platforms (AS400/i), and RPG/COBOL development (RPG Free, ILE, II, III; COBOL ILE with Embedded SQL), alongside Lawson 9.0, Manhattan Associates PKMS, and other enterprise applications.

PTS delivers four primary service lines: (1) system-to-system integration with waterfall and agile project management; (2) custom software development across the JDA MMS, AS400 Series, and MA PKMS lifecycle; (3) staffing assessments and training programs for information systems; and (4) organizational assistance including system health checks, IT organizational assessments, and RFP software selection support. The firm maintains additional capabilities in modern web development (.NET, C#, ASP.NET, PHP), Microsoft SQL Server 2008-2017, and reporting tools (Power BI, SSRS, Cognos).

The business operates on a professional services model, generating revenue from billable consulting hours on client engagements and from staffing placements. Go-to-market is sales-led and relationship-driven, relying on direct outreach, referrals, and repeat engagements with enterprise clients. Customer segments are vertically oriented, with retail (using JDA MMS) as the primary vertical and financial services and healthcare as secondary verticals. The firm has 11-50 employees and does not disclose revenue, funding, or pricing details publicly.

Name

PTS

Legal name

Planned Technology Services, Inc.

Website

https://plannedtechnologyservices.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

PTS is a privately held, Alabama-based boutique IT consulting firm specializing in JDA merchandising platform integration, IBM AS400/i legacy development (RPG/COBOL), and custom enterprise software for retail, financial services, and healthcare clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Birmingham

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. IT Consulting Services: Professional services revenue generated from consulting engagements in IT structure, project management, business analysis, and budget implementations. Revenue is derived from billable consulting hours on client projects, typically for JDA platform integration and custom software development.
2. Staffing & Training Services: Staffing assessments and placement services, along with training and educational programs for information systems. Provides qualified technical personnel to client organizations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

PTS is an IT consulting firm providing System-to-System Integration, Custom Software Development, Staffing & Training, and Organizational Assistance. Its work is centered on JDA platforms (MMS, ASR, Enterprise Planning, SCPO, Retail Ideas), Lawson platforms, and IBM AS400/i mid-range systems developed with RPG, COBOL, CL400, Java, SQL, and Microsoft technologies for enterprise clients across retail, banking, insurance, and healthcare.

Differentiator

Problem solved

Functional benefit

Products and services

• System to System Integration System-to-system integration services including JDA platform integration and waterfall and agile project management for client initiatives. Targeted at enterprise organizations running JDA and adjacent enterprise platforms that need cross-system connectivity and structured PM delivery.
• Custom Software Development Full Software Development Life Cycle services for JDA MMS, AS400 Series, and MA PKMS, plus Lawson platforms and applications. Targeted at enterprise clients needing custom application development on JDA MMS, AS400, and Manhattan Associates PKMS environments.
• Staffing and Training Staffing assessments, techniques for business and technical documentation, and training and educational programs for information systems. Targeted at clients needing qualified technical personnel and structured training on enterprise systems.
• Organizational Assistance System health checks, IT organizational assessments and computer consulting management, plus assistance in RFP software selections. Targeted at clients seeking independent assessment of their IT operations and structured guidance on enterprise software procurement.

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators2 records

Expansion highlights3 records

Others

• Infosys:
• Blue Yonder Group: Software vendor for the JDA platform suite that PTS specializes in integrating; not a competitor but a critical ecosystem partner whose roadmap and customer base directly shape PTS's demand.

Direct peers

• TEKsystems: IT services and talent management provider delivering application development, systems integration, and staffing — directly overlapping with PTS's JDA integration, custom development, and staffing services.
• Cardinal Integrated Services: Boutique IT consulting and staffing firm providing application development and systems integration services to enterprise clients, comparable in size, service mix, and delivery model to PTS.
• Slalom: Boutique management and technology consulting firm serving mid-market and enterprise clients with custom IT and business transformation services, comparable in size and relationship-driven GTM to PTS.
• Insight Global: Large IT staffing and consulting firm placing technical consultants and delivering custom development projects, similar in service mix to PTS's consulting and staffing offerings, though significantly larger in scale.
• Apex Systems: IT staffing and consulting firm focused on placing technology professionals and delivering application development services, closely matching PTS's consulting-plus-staffing model across enterprise verticals.

Broad incumbents

• ManpowerGroup: Global staffing and workforce solutions provider with an IT staffing practice that overlaps with PTS's staffing and training revenue stream.
• Accenture: Global systems integrator delivering large-scale JDA/Blue Yonder, SAP, and supply chain transformation programs, directly overlapping with PTS's JDA integration practice but at vastly greater scale.
• Wipro: Global IT services firm with retail and supply chain consulting practices spanning JDA/Blue Yonder implementations, overlapping with PTS's retail vertical focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/PlannedTech
• LinkedInlinkedin.com/company/planned-technology-services-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about PTS