Dallas, 75248, TX,
United States
Axxess Technographics
Axxess Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Axxess and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Axxess employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Axxess has purchased the following applications: Sage Intacct for ERP Financial in 2016, Microsoft 365 for Collaboration in 2018, Adobe Marketo for Marketing Automation in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Axxess is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , Adobe Systems 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 Axxess revenues, which have grown to $50.0 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 Axxess 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.
Axxess Tech Stack and Enterprise Applications
Axxess ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016 Axxess implemented Sage Intacct as its ERP Financial platform to standardize core accounting operations across the company. The deployment centered on Sage Intacct as the primary system of record for general ledger and transactional finance functions for Axxess, a United States professional services company with an in-house accounting team.
The Sage Intacct implementation encompassed accounts receivable and billing workflows, including daily customer invoicing, creation of new customer accounts, and monthly audits of customer accounts. Core general ledger configuration and chart of accounts management supported routine reconciliation activities, while fixed assets capabilities were used to generate monthly depreciation entries and maintain asset records. The system also handled processing of a high volume of credit card transactions and supported accounts payable activities including preparation of invoices and checks for signature.
Operational ownership resided with the Axxess accounting team, with processes that routed invoice and check packages for signature and required regular reconciliation and audit steps. Financial controls and procedural tasks were mapped into day to day activities such as customer and vendor inquiry handling, commission calculations for the sales and business development teams, and monthly close routines. Staff qualifications reflected practical use of Sage Intacct, knowledge of GL codes and chart of accounts, and strong reconciliation discipline.
The implementation narrative focuses on embedding Sage Intacct into routine accounting and billing operations, aligning accounts receivable, accounts payable, fixed assets, commission calculations, and reconciliation workflows within the ERP Financial environment. Governance concentrated on monthly audit and close activities, signature based payment approvals, and operational procedures executed by the Axxess accounting team.
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Axxess Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Axxess deployed Microsoft 365 as its Collaboration platform. Axxess is a United States based professional services company with approximately 350 employees, and public site assets indicate Microsoft 365 is being used on their website.
The Microsoft 365 deployment is aligned with Collaboration category functionality, leveraging typical components such as Exchange Online for corporate email, SharePoint for intranet and document libraries, OneDrive for personal file sync, Microsoft Teams for real-time collaboration, and Office desktop and web applications for productivity. Configuration details implied by the implementation signal include mailbox and document library provisioning, team and channel structures for departmental collaboration, and content publishing flows consistent with collaboration workloads.
Operational coverage appears to span internal collaboration and external content workflows tied to the company website, with Microsoft 365 services supporting corporate communications and document distribution. This placement of Microsoft 365 on the public site suggests integration points between content publishing and the enterprise collaboration layer, enabling staff access to shared resources and content management capabilities from the same tenant.
Governance is expected to follow tenant-level administration, with centralized identity and access controls, role based access for content and mail assets, and administrative configuration through the Microsoft 365 admin surface. Microsoft 365 is described as the Collaboration application for Axxess, providing the core platform for office productivity, document governance, and team collaboration.
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Axxess CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Marketo | Marketing Automation | CRM | n/a | 2016 | 2016 |
In 2016 Axxess deployed Adobe Marketo to support Marketing Automation on its corporate website. Adobe Marketo is instrumented on the website to capture visitor behavior and route prospects into digital nurture programs for the marketing and demand generation teams.
Configuration work focused on standard Marketing Automation capabilities, including lead capture forms and landing pages, email campaign orchestration, behavioral tracking and segmentation, and lead scoring to prioritize inbound interest. Adobe Marketo templates and campaign automation were configured to standardize campaign lifecycles and execute multi-step nurture sequences.
Operational coverage centers on the marketing and demand generation functions, with Adobe Marketo running on the public site to ingest web leads and activity signals. Governance was organized around centralized campaign management and automated workflow ownership to ensure consistent campaign execution and data hygiene for downstream reporting.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Axxess 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Axxess
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Vice President of Finance and Accounting | VP | Finance | ||||
| Controller | Director | Finance | ||||
| Senior Accounts Receivable Specialist | Manager | Finance |
Apps Being Evaluated by Axxess Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-08-13 | Axxess | Evaluated | Alora Healthcare Systems | Alora Home Health | Home Care Management | ERP Services and Operations |
| 2024-09-19 | Axxess | Evaluated | Moodle | Moodle LMS | Learning and Development | HCM |