Salt Lake City, 84107, UT,
United States
ChartLogic Technographics
ChartLogic Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ChartLogic and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 ChartLogic employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that ChartLogic has purchased the following applications: Drift AI Chatbot for Chatbots and Conversational AI in 2017, Microsoft 365 for Collaboration in 2017, DocuSign eSignature for Digital Signing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ChartLogic is running and its propensity to invest more and deepen its relationship with Drift , Microsoft , DocuSign 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 ChartLogic revenues, which have grown to $8.0 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 ChartLogic 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.
ChartLogic Tech Stack and Enterprise Applications
ChartLogic AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017 ChartLogic implemented Drift AI Chatbot on their website. The Drift AI Chatbot is deployed as a Chatbots and Conversational AI solution to provide on-site conversational engagement and automated visitor interaction directly through ChartLogic’s public web properties.
Deployment is delivered via an embedded Drift web chat widget configured for conversational workflows. Functional capabilities implemented align with Chatbots and Conversational AI patterns, including automated greeting and contextual FAQ responses, intent-based qualification scripts to capture contact information, and escalation triggers to route conversations to live agents when required.
Operational ownership is concentrated on web-facing engagement, with configuration and conversation management performed in Drift’s administrative console. Governance focuses on managing bot conversation content, updating scripted responses, and defining escalation workflows for follow-up, establishing a repeatable process for maintaining on-site conversational experiences.
|
ChartLogic Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, ChartLogic implemented Microsoft 365 as its Collaboration platform. The deployment uses a cloud hosted Microsoft 365 subscription provisioned for the company's approximately 70 employees in the United States, aligning collaboration and productivity tooling under a single tenant. Microsoft 365 is visible on ChartLogic's corporate website, indicating organization wide adoption for core communication and content workflows.
The implementation centers on standard Microsoft 365 capabilities, including Exchange Online for corporate email, SharePoint Online for team sites and document management, OneDrive for personal file sync, Microsoft Teams for chat and meetings, and the Office productivity suite for document authoring. Configuration work emphasized identity and access management, mailbox provisioning, and SharePoint site structure to support product, sales, support, and administrative functions. These functional modules enable Collaboration category workflows such as asynchronous document collaboration, real time communication, and centralized content storage.
Operational governance was organized around centralized tenant administration, role based access controls, and user lifecycle processes to manage employee onboarding and offboarding. The rollout focused on internal departments across the company and the visible Microsoft 365 artifacts on the public website suggest consolidation of corporate communications and contact channels onto the platform. Management practices include site taxonomy and permission governance to contain sensitive healthcare related content within controlled SharePoint libraries.
|
ChartLogic Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, ChartLogic implemented DocuSign eSignature as a Digital Signing solution on its public website to capture electronic signatures for healthcare documents. The deployment exposes DocuSign eSignature through embedded web signing flows, enabling patients and providers to complete signature transactions directly on the site.
Configuration centers on standard Digital Signing modules, including envelope and template management, embedded signing sessions, audit trail and authentication controls provided by DocuSign eSignature. Implementation work focused on provisioning reusable templates for consent and clinical forms, establishing role based administration for signature privileges, and ensuring signed document retention accessible via the website.
Operational governance emphasizes signature authentication, audit logging and template lifecycle management to align with healthcare compliance requirements. Responsibility for ongoing configuration and workflow ownership sits with system administrators and clinical workflow owners, with onboarding and process changes concentrated on template standards, user roles and the website signing experience.
|
ChartLogic eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
eCommerce | eCommerce |
|
2015 | 2015 |
|
ChartLogic CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Call Center | CRM |
|
2016 | 2017 |
|
|
|
|
|
Call Tracking and Recording | CRM |
|
2019 | 2019 |
|
|
|
|
|
CRM | CRM |
|
2009 | 2009 |
|
|
|
|
|
Marketing Analytics, Lead Generation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2014 | 2014 |
|
|
|
|
|
Marketing Automation | CRM |
|
2015 | 2015 |
|
|
|
|
|
Marketing Automation | CRM |
|
2015 | 2015 |
|
|
|
|
|
Tag Management | CRM |
|
2020 | 2020 |
|
ChartLogic PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2018 | 2018 |
|
ChartLogic IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
ChartLogic CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2019 | 2019 |
|
IT Decision Makers and Key Stakeholders at ChartLogic
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Vice President Marketing and Business Development | VP | Marketing | ||||
| CFO | CXO | Finance |
Apps Being Evaluated by ChartLogic Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||