Herndon, 20171, VA,
United States
Affigent Technographics
Affigent Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Affigent and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Affigent employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Affigent has purchased the following applications: Microsoft Power BI for Analytics and BI in 2012, Microsoft 365 for Collaboration in 2019, Constant Contact Email Marketing for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Affigent is running and its propensity to invest more and deepen its relationship with Microsoft , Constant Contact , GoDaddy 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 Affigent revenues, which have grown to $184.0 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 Affigent 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.
Affigent Tech Stack and Enterprise Applications
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2012 | 2018 |
In 2012, Affigent implemented Microsoft Power BI to support compliance reporting, business intelligence reporting, and data mining and analysis. Microsoft Power BI was deployed as the central Analytics and BI platform to consolidate reporting workflows and deliver interactive analysis to business stakeholders.
The implementation focused on core Analytics and BI capabilities, including data modeling, interactive dashboards, ad hoc analysis, and templated compliance reports. Microsoft Power BI served as the primary visualization and self-service exploration layer, with configuration work to standardize report artifacts and enforce data model consistency for reuse across reporting needs.
Architecturally the deployment integrated with Affigent's operational systems, using SQL development and Scribe integration to stage and transform data for analytics. Microsoft Power BI consumed data from Microsoft Dynamics CRM and Navision, and operated alongside Perceptive Software ImageNow for document-centric records, while SSRS continued to provide paginated report authoring and printing where required.
Operational scope centered on compliance and analytics functions within Affigent's professional services operations, with governance practices aligned to established SQL development pipelines and report review workflows. The rollout emphasized coordinated handoffs between analytics developers, SSRS report authors, and business compliance owners to maintain data lineage and reporting standards.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Affigent implemented Microsoft 365 to centralize employee productivity and collaboration. Affigent deployed Microsoft 365 as its Collaboration platform across the firm to support professional services delivery and corporate functions.
The deployment configured core Microsoft 365 capabilities including Exchange Online for corporate email, Microsoft Teams for synchronous collaboration and meetings, SharePoint Online and OneDrive for document management, and the Office desktop and web applications for content creation. Identity and access control were provisioned through Azure Active Directory for single sign on and centralized user management. Device and application management capabilities were enabled through Microsoft Intune and conditional access policies to align with endpoint control requirements.
Operational coverage focused on Affigent's professional services teams and supporting corporate departments across the United States, reflecting the company size of about 100 employees. Tenant level configuration included mailbox and license assignment, team site architecture in SharePoint, and external sharing settings scoped by business group. Integration points concentrated on the corporate email domain and Azure Active Directory based SSO for cloud identities.
Governance was implemented at the tenant level with role based administration, license management, and retention and compliance settings applied through the Microsoft 365 admin and security centers. User onboarding and offboarding processes were aligned to centralized provisioning workflows and administrative controls were used to manage external sharing and data classification. The narrative centers on Affigent Microsoft 365 Collaboration supporting professional services knowledge work and internal collaboration.
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constant Contact | Legacy | Constant Contact Email Marketing | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Affigent deployed Constant Contact Email Marketing as part of its Marketing Automation capability. The Constant Contact Email Marketing application is implemented on the Affigent website to capture subscriptions, manage contact lists, and deliver outbound email campaigns.
Functional modules in use follow Marketing Automation patterns, including template-driven campaign creation, list segmentation, automated welcome and nurture sequences, and reporting dashboards for campaign activity. The deployment is scoped to marketing and client communications workflows, with site embedded signup forms triggering subscriber enrollment and centralizing subscriber management in Constant Contact Email Marketing. Governance and operational ownership are centered on the marketing team for campaign production, consent management, and content staging, aligning the Affigent Constant Contact Email Marketing Marketing Automation relationship to core marketing and client engagement functions.
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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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2013 | 2013 |
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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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Affigent
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Affigent Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
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