Affinitiv
1130 W Lake Cook, Suite 120,
Buffalo Grove, 60089, IL,
United States
Buffalo Grove, 60089, IL,
United States
1 847-955-9740
Professional Services
Affinitiv Technographics
Affinitiv Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Affinitiv and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 750 Affinitiv employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Affinitiv has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2012, SAP Concur Travel for Travel Management in 2019, Microsoft Power BI for Analytics and BI in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Affinitiv is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Microsoft 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 Affinitiv revenues, which have grown to $110.0 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 Affinitiv 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.
Affinitiv Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Intuit QuickBooks Desktop | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2012 | 2012 |
In 2012, Affinitiv implemented Oracle NetSuite ERP. The deployment replaced Intuit QuickBooks Desktop and established a centralized ERP Financial platform for corporate accounting and transaction processing.
The implementation consolidated five acquired companies into a single NetSuite Org, coordinating finance system merges, unified chart of accounts alignment, and multi-entity financial consolidation. Functional capabilities implemented included core accounting, accounts payable, accounts receivable, and financial consolidation consistent with ERP Financial requirements.
Affinitiv moved its CPQ from NetSuite into Salesforce while maintaining Oracle NetSuite ERP as the financial system of record, and the company developed full integrations from CRM and CPQ in Salesforce into NetSuite. Integrations also extended to Zendesk and other internal systems, with data flows designed to synchronize contracted product packages and offerings from Salesforce into NetSuite for order to cash processing.
Governance and operational rollout were managed by a director of the middle office who coordinated Business Systems activities and led a development team to deliver the software integration. The program centralized product catalog and contract-to-cash workflows, aligned cross-functional processes between sales, finance, and support, and established a single NetSuite Org as the authoritative ERP Financial system.
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Expense Management | ERP Financial Management |
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2019 | 2019 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Travel | Travel Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019 Affinitiv implemented SAP Concur Travel for Travel Management. The deployment established a centrally administered Concur instance with a designated Travel Manager based in Clearwater, FL who functions as Concur system administrator, travel arranger, final expense approver, and Cognos report processor.
Configuration covered standard Travel Management workflows including travel booking orchestration, expense report processing, approval routing, policy enforcement, and reporting. The Travel Manager handled SAE data compilation for loading to NetSuite and prepared reimbursement files for the HRIS, while producing monthly T&E and policy exception reports for Executive Leadership using Cognos and PivotTables.
Integrations explicitly include NetSuite for spend posting and HRIS for reimbursement processing, Cognos for enterprise reporting, and Motus for mileage tracking and reimbursement rate adjustments. Operational coverage spanned finance driven expense processing, HR payroll interfaces for reimbursements, and procurement oriented vendor management including negotiated airline, hotel, and rental car agreements to reduce lodging and travel cost and direct travelers to preferred properties.
Governance centered on a single approver workflow with the Travel Manager as final expense approver, ongoing policy compliance monitoring, and regular training during onboarding and policy changes. The implementation also incorporated continuous improvement activities for the travel program and operational support for Motus administration to ensure mileage accuracy and reimbursements.
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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 | 2019 | 2019 |
In 2019, Affinitiv implemented Microsoft Power BI for Analytics and BI to support Sales Operations and to centralize reporting for its sales organization. Microsoft Power BI was positioned as the primary visualization and reporting layer to translate underlying sales data into dashboards and operational reports for sales, marketing, and compensation stakeholders.
The implementation focused on authoring and enhancing Power BI dashboards and developing automated Salesforce reporting, tracking revenue, bookings, performance, churn, retention, and product penetration. Workstreams included detailed source analysis, data mappings and transformations, scheduled data refreshes, data uploads, and substantive data wrangling to normalize variables that improve insight fidelity. Affinitiv used Microsoft Power BI to define and surface key performance indicators and to support feature development for future Salesforce enhancements.
Integrations and operational coverage explicitly included Salesforce and HubSpot as data sources, plus downstream administrative support across Sales Cloud, Salesforce CPQ, and Salesforce Inbox related questions. The architecture incorporated Power Automate to design automated flows that achieve auto refresh, auto archive, and on-time delivery of developed reports and dashboards. Operational scope covered the Affinitiv sales organization and cross-functional partners including marketing and sales compensation in the United States.
Governance activities centered on regular data audits, identification and remediation of data quality issues, updating account owner and attribute data within Salesforce, and supporting incoming Salesforce support cases. Reporting governance also emphasized scheduled refresh cadence, data lineage through mappings, and KPI definitions to align sales, marketing, and compensation processes with the Microsoft Power BI reporting layer.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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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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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2020 | 2020 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Configure Price Quote (CPQ) | SPM |
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2020 | 2020 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Affinitiv
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Affinitiv Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Affinitiv Technographics
Affinitiv is a Professional Services organization based in United States,
with around 750 employees and annual revenues of $110.0 million.
Affinitiv operates a diverse technology stack with applications such as
Oracle NetSuite ERP, SAP Concur Travel and Microsoft Power BI,
covering areas like ERP Financial, Travel Management and Analytics and BI.
Affinitiv has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, SAP and Microsoft.
Affinitiv recently adopted applications including
FreshDesk Customer Support in 2022, Zendesk Support Ticketing System in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Affinitiv’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Affinitiv’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 Affinitiv technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.