Oakville, L6J 1H9, ON,
Canada
Carta Worldwide Technographics
Carta Worldwide Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Carta Worldwide and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 Carta Worldwide employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Carta Worldwide has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2018, Automattic Jetpack CRM for CRM in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Carta Worldwide is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Automattic 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 Carta Worldwide revenues, which have grown to $7.0 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 Carta Worldwide 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.
Carta Worldwide Tech Stack and Enterprise Applications
Carta Worldwide ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, Carta Worldwide implemented Intuit QuickBooks Enterprise as its ERP Financial application. The deployment concentrated on centralizing the tracking and recording of travel expenses and a range of vendor invoices to bring consistency to the company accounting records. This work was scoped for the finance and accounting teams at Carta Worldwide, aligning transaction capture with corporate accounts payable and expense management needs.
Intuit QuickBooks Enterprise was configured to support invoice capture, vendor invoice posting, expense report entry, expense coding and general ledger posting, reflecting common ERP Financial functional patterns. Governance and process changes focused on standardizing invoice posting rules and approval routing to formalize expense approvals and vendor payment readiness. Operational coverage was limited to the finance organization and directly impacted accounts payable, expense management and general ledger accounting workflows.
|
Carta Worldwide Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Carta Worldwide implemented Microsoft 365 as its Collaboration platform, and public site artifacts indicate Microsoft 365 is in use on the company website. The deployment identifies Microsoft as the vendor and reflects a Collaboration implementation for a Canadian banking and financial services firm with approximately 70 employees.
The implementation emphasized Microsoft 365 Collaboration capabilities, including Exchange Online for enterprise email, Microsoft Teams for messaging and meetings, SharePoint for intranet and content management, and OneDrive for file storage and sync. Configuration work aligned with tenant-level administration and content publishing workflows common to Collaboration deployments, with settings for mail routing and collaborative document management.
Governance relied on centralized administration, role based access controls, and built-in compliance and policy controls within the Microsoft 365 management plane to manage users and content. Operational coverage targeted corporate communications, internal collaboration, and content workflows that surface on the public website, positioning Carta Worldwide Microsoft 365 Collaboration to support communication and content management functions across the organization.
|
Carta Worldwide CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2015 | 2015 |
In 2015, Carta Worldwide deployed Automattic Jetpack CRM on their website. The Automattic Jetpack CRM implementation serves as a web integrated CRM, capturing inbound website leads, managing contact records, and enabling basic CRM workflows consistent with the CRM category.
The deployment is delivered through the corporate site and provides front end lead capture alongside a centralized contact repository accessed by sales and marketing staff. Implemented functional capabilities align with standard CRM modules, including contact management, lead capture forms, activity tracking, and pipeline views, with administration handled through the site control panel. Operational scope covers customer facing web forms and internal use by sales, marketing, and support teams within Carta Worldwide, a Canada based financial services firm of about 70 employees. Governance is administered internally via site administration and application user accounts.
|
|
|
|
|
Marketing Analytics | CRM |
|
2016 | 2016 |
|
Carta Worldwide ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2019 | 2019 |
|
Carta Worldwide IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
IT Decision Makers and Key Stakeholders at Carta Worldwide
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
CEO | CXO | Finance | |
|
|
|
CFO | CXO | Finance | |
|
|
|
VP, Business Development | VP | Sales | |
|
|
|
CTO | CXO | Finance | |
|
Apps Being Evaluated by Carta Worldwide Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||