SMA Technologies is a software company specializing in enterprise workload automation, primarily through its flagship platform, OpCon. OpCon is designed to help financial institutions, insurance providers, and other financial services organizations automate manual tasks and orchestrate complex workloads across their IT and business-critical operations.
OpCon aims to deliver the scalability and power of enterprise automation without unnecessary complexity. The platform allows organizations to eliminate human error, reduce costs, and redirect IT resources toward strategic initiatives by automating routine or mission-critical processes. OpCon is built to control entire IT environments and can scale automation as business demands grow.
What Services Does SMA Technologies Offer?
SMA Technologies provides two primary service offerings in addition to its automation platform:
- Automation Consultancy: SMA's consultants work with clients to identify automation opportunities, develop implementation roadmaps, and assist with execution as needed. This service is tailored for organizations looking to strategically expand their automation efforts with expert guidance.
- Managed Automation Services (MAS): For clients requiring ongoing support, the MAS team acts as an extension of their IT staff, monitoring automation environments, resolving issues, and executing long-term automation plans on demand.
Who Uses SMA Technologies?
SMA Technologies’ solutions are widely adopted in the financial services sector, with customers including Ameritas, Jack Henry, Frandsen Financial, Generali, and OTS. Their automation capabilities are particularly valued by organizations seeking to streamline operations, ensure reliability, and maintain compliance in highly regulated industries.
How Was SMA Technologies Started and Who Leads the Company?
SMA Technologies is a privately held company based in Houston, TX, with a team of 51-200 employees. The leadership team brings expertise in technology, operations, finance, marketing, and customer success:
- Todd Dauchy (CEO) leads company vision, strategy, and operations, leveraging a background in IT and change management.
- Ryan Dimick (Chief Product Officer) oversees product management, development, and customer support, focusing on automation-driven service reliability.
- Sam Foshay (Chief Financial Officer & EVP of Operations) manages financial strategy and customer operations.
- Courtney Marciano (Chief People Officer) is responsible for talent and company culture.
- John Roper (Chief Revenue Officer), Ashley Thompson (Chief Marketing Officer), Dave Davidson (Chief Technology Officer), and Kayte Eckels (VP of Customer Success) round out the executive team, supporting growth, technology, marketing, and customer engagement.
More details about their leadership and company history can be found on their About page.
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