Austin, 78730, TX,
United States
Charity Dynamics Technographics
Charity Dynamics Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Charity Dynamics and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Charity Dynamics employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Charity Dynamics has purchased the following applications: Oracle Netsuite OpenAir for Professional Services Automation in 2013, Automattic Jetpack CRM for CRM in 2016, Intuit Mailchimp Mandrill for Transactional Email 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 Charity Dynamics is running and its propensity to invest more and deepen its relationship with Oracle , Automattic , Salesforce 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 Charity Dynamics 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 Charity Dynamics 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.
Charity Dynamics Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2013 | 2013 |
In 2013, Charity Dynamics implemented Oracle Netsuite OpenAir for Professional Services Automation. The cloud-based Oracle Netsuite OpenAir deployment centralized project delivery and financial workflows for this 50-employee professional services firm, aligning the application with project delivery and finance business functions.
The implementation focused on core Professional Services Automation capabilities, including project management, resource scheduling and utilization tracking, time and expense capture, and project accounting and billing configurations. Configuration emphasized timesheet-driven billing rules, support for fixed fee and time and materials engagements, and role based access controls for consultants, project managers, and finance users.
Operational scope covered services delivery teams and the finance organization, with governance to standardize approval workflows for timesheets, expenses, and invoicing, and a phased rollout approach to drive adoption across service delivery. Oracle Netsuite OpenAir for Professional Services Automation served as the single PSA application supporting SOW tracking, invoicing workflows, and ongoing resource planning.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2016 | 2016 |
In 2016 Charity Dynamics implemented Automattic Jetpack CRM on their website, deploying the Automattic Jetpack CRM solution to centralize contact capture and engagement tracking for the 50-person professional services firm. The deployment frames Automattic Jetpack CRM as a site-embedded Customer Relationship Management tool, aligned with CRM use cases across marketing and client services.
Configuration emphasizes core CRM capabilities including contact and organization records, activity and engagement logging, web form driven lead capture, list segmentation, and rudimentary pipeline tracking. Workflows focus on consolidating web-originated leads into contact records, logging email and interaction history against those records, and creating segmented contact lists for outreach and proposal workflows.
The implementation is structured as a website-integrated deployment serving marketing and client-facing teams, with operational governance centered on centralized contact data and web-based lead intake. Automattic Jetpack CRM operates within the site environment to support outreach, client engagement, and proposal management, reflecting standard CRM functional coverage without named third-party integrations specified.
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp Mandrill | Transactional Email | PaaS | n/a | 2016 | 2016 |
In 2016, Charity Dynamics implemented Intuit Mailchimp Mandrill to manage site-driven transactional messaging for its United States professional services operations. Charity Dynamics uses Intuit Mailchimp Mandrill on their website to send API-driven transactional emails and SMTP relay traffic, covering event-driven notifications, password resets, and other account-related messages consistent with the Transactional Email category. The implementation emphasizes template management, personalization tags, and delivery event webhooks to support consistent message rendering and tracking.
Configuration work included provisioning API keys and SMTP credentials, configuring domain authentication with DKIM and SPF, and integrating send endpoints into the website front-end and server-side application code. Operational ownership was defined between development and communications stakeholders for integration, template updates, and monitoring, while Intuit Mailchimp Mandrill's dashboard and webhook streams provided delivery and bounce tracking for operational troubleshooting. This record describes a focused Transactional Email deployment using Intuit Mailchimp Mandrill on the Charity Dynamics website.
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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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Charity Dynamics
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Apps Being Evaluated by Charity Dynamics Executives
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