Adaptive Insights
3350 W. Bayshore Road, Suite 200,
Palo Alto, 94303, CA,
United States
Palo Alto, 94303, CA,
United States
1 650-528-7500
Professional Services
Adaptive Insights Technographics
Adaptive Insights Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Adaptive Insights and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Adaptive Insights employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Adaptive Insights has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Drift AI Chatbot for Chatbots and Conversational AI in 2018, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Adaptive Insights is running and its propensity to invest more and deepen its relationship with Oracle , Drift , Docusign or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Adaptive Insights revenues, which have grown to $45.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Adaptive Insights intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Adaptive Insights Tech Stack and Enterprise Applications
Adaptive Insights ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, Adaptive Insights implemented Oracle NetSuite ERP as an ERP Financial solution to consolidate core finance and accounting processes. The deployment positioned Oracle NetSuite ERP as the companywide cloud native financial system, providing centralized transaction processing, financial close orchestration, and consolidated financial reporting.
The implementation focused on standard ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, fixed assets, cash management, and reporting and analytics for period close and statutory reporting. Configuration emphasized role based dashboards, configurable financial reports, and automated journal processing to support month end close workflows and revenue invoicing routines.
Operational scope covered finance and accounting functions across Adaptive Insights, with governance structured around a standardized chart of accounts, defined period close procedures, segregation of duties controls, and audit trails within the application. The narrative reflects Oracle NetSuite ERP as the primary ERP Financial system for transaction capture, financial consolidation, and operational accounting governance at Adaptive Insights.
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Adaptive Insights AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Adaptive Insights deployed Drift AI Chatbot on their website. The Drift AI Chatbot was implemented as a customer-facing conversational layer, categorized under Chatbots and Conversational AI, to handle inbound inquiries and surface qualification prompts for site visitors. Deployment was web-based and embedded across marketing pages to capture visitor intent and to channel conversations into structured lead capture flows. The implementation focused on external engagement rather than internal HR or finance automation.
Configuration emphasized conversational routing, automated qualification scripting, and escalation handoffs to human agents, reflecting standard Chatbots and Conversational AI capabilities. Operational governance concentrated on content playbooks, iterative training of conversational responses, and analytics instrumentation to monitor dialogue performance. The rollout required coordination between marketing and sales to manage handoff processes and follow-up workflows tied to the website contact path.
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Adaptive Insights Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Adaptive Insights deployed DocuSign eSignature as a Digital Signing capability embedded on its public website. Adaptive Insights uses DocuSign eSignature to capture legally binding electronic signatures for customer-facing documents, aligning the DocuSign eSignature application with Digital Signing workflows for contract execution and onboarding forms.
The deployment centers on web-embedded signature flows and document templates, using standard DocuSign eSignature modules for embedded signing, recipient routing, and audit trail capture. Operational scope is focused on website-driven document delivery to external customers and prospects, impacting sales and customer onboarding processes, while governance emphasizes signature auditability and compliance controls inherent to the Digital Signing platform.
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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Adaptive Insights CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Adaptive Insights ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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Adaptive Insights PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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Adaptive Insights IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Adaptive Insights CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Adaptive Insights
| First Name | Last Name | Title | Function | Department | Phone | |
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CEO | CXO | Finance | |
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CFO | CXO | Finance | |
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SVP Engineering & Hosted Operations | VP | R&D | |
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Apps Being Evaluated by Adaptive Insights Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Adaptive Insights IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Adaptive Insights digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Adaptive Insights Technographics
Adaptive Insights is a Professional Services organization based in United States,
with around 400 employees and annual revenues of $45.0 million.
Adaptive Insights operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Drift AI Chatbot and DocuSign eSignature,
covering areas like ERP Financial, Chatbots and Conversational AI and Digital Signing.
Adaptive Insights has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Drift and Docusign.
Adaptive Insights recently adopted applications including
Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Adaptive Insights’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Adaptive Insights’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Adaptive Insights technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.