Houston, 77064, TX,
United States
Balance Energy, LLC Technographics
Balance Energy, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Balance Energy, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Balance Energy, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Balance Energy, LLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2021, Shopify for eCommerce 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 Balance Energy, LLC is running and its propensity to invest more and deepen its relationship with Intuit , Apple , Google 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 Balance Energy, LLC revenues, which have grown to $5.0 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 Balance Energy, LLC 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.
Balance Energy, LLC Tech Stack and Enterprise Applications
Balance Energy, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Balance Energy, LLC implemented Intuit Quickbooks Enterprise to establish core ERP Financial capabilities for its accounting operations. The Intuit Quickbooks Enterprise deployment centered on daily invoice processing and billing workflows to support the company's construction and real estate revenue streams.
Configured functional modules included accounts receivable, billing and invoicing workflows, general ledger posting and basic financial reporting, reflecting typical ERP Financial capabilities. The implementation incorporated automated invoice entry and payment application processes to streamline daily invoice processing. System configuration emphasized a structured chart of accounts and transaction posting rules to maintain consistent financial records.
Operational ownership rested with the finance and accounting organization, with day to day invoice handling embedded into standard accounts receivable operations. Governance introduced defined invoice approval steps and period close coordination between project accounting and corporate finance. Documentation and procedural controls were used to sustain consistent invoicing practices across the business.
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Payment Processing | ERP |
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2021 | 2021 |
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Payment Processing | ERP |
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2021 | 2021 |
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Subscription and Recurring Billing | ERP |
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2021 | 2021 |
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Balance Energy, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021 Balance Energy, LLC implemented Microsoft 365 to centralize team communications and document collaboration, deploying cloud-hosted productivity services aligned to the Collaboration category. The deployment was sized for a 50-person construction and real estate firm and Microsoft 365 is surfaced on the company public website.
Microsoft 365 configuration included Collaboration capabilities commonly used in the suite, such as Exchange Online for email, Microsoft Teams for synchronous communication, SharePoint Online for project sites and document libraries, and OneDrive for personal file sync. The implementation used tenant-level configuration and role-based access controls to support secure document sharing and real-time collaboration across small project teams.
Operational coverage spanned corporate office staff and field-facing project teams, impacting project coordination, document management, and internal communications workflows. Governance focused on tenant administration, permission models, and user provisioning processes consistent with a small company deployment, with Microsoft 365 services referenced on the Balance Energy, LLC website for content and contact integration.
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Balance Energy, LLC eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Shopify | Legacy | Shopify | eCommerce | eCommerce | n/a | 2021 | 2021 |
In 2021, Balance Energy, LLC deployed Shopify to run eCommerce on its public website. The company implemented Shopify as a cloud hosted SaaS storefront to present product and service listings, manage online checkout, and capture web orders directly through its site.
Shopify implementation focused on storefront configuration, product catalog management, checkout workflows, payment processing, order management, and basic inventory controls, aligning the eCommerce platform with sales and marketing activities. Operational coverage centered on the corporate website and sales operations in the United States, with governance emphasizing centralized content and catalog administration and operational handoffs to fulfillment and field teams.
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Balance Energy, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Balance Energy, LLC PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Balance Energy, LLC 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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Balance Energy, LLC 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 Balance Energy, LLC
Apps Being Evaluated by Balance Energy, LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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