Capelle aan den IJssel, 2909 LM,
Netherlands
Clever Strategy Technographics
Clever Strategy Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Clever Strategy and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Clever Strategy employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Clever Strategy has purchased the following applications: Exact Online for ERP Financial in 2019, Teamleader Orbit for Professional Services Automation in 2020, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Clever Strategy is running and its propensity to invest more and deepen its relationship with Exact Software , Visma , Microsoft 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 Clever Strategy 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 Clever Strategy 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.
Clever Strategy Tech Stack and Enterprise Applications
Clever Strategy ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exact Software | Legacy | Exact Online | ERP Financial | ERP | n/a | 2019 | 2019 |
In 2019 Clever Strategy implemented Exact Online as its ERP Financial application. The Netherlands based professional services firm of about 50 employees uses Exact Online to centralize its accounting and billing functions.
Exact Online was configured to cover standard ERP Financial modules including general ledger, accounts receivable, accounts payable, invoicing, VAT reporting and bank reconciliation, reflecting typical financial workflows for a services firm. Configuration emphasized automated invoicing workflows, a chart of accounts mapped to Dutch tax rules, and role based access controls for finance personnel and project managers.
Exact Online is used on Clever Strategy's website, indicating the application is surfaced for client billing or portal access from external touch points. Operational coverage centers on the finance and operations teams who manage client invoicing and project related financials. Governance included centralized bookkeeping processes and user permission controls introduced during the rollout.
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Clever Strategy ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Visma | Legacy | Teamleader Orbit | Professional Services Automation | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Clever Strategy implemented Teamleader Orbit as its Professional Services Automation platform. The Netherlands-based professional services firm with approximately 50 employees deployed Teamleader Orbit to centralize project, client, and commercial workflows.
Teamleader Orbit is provisioned as a cloud-based SaaS application and is used to manage CRM, project management, time tracking, quoting and invoicing workflows consistent with Professional Services Automation capabilities. Configuration focused on mapping client lifecycle stages, project task structures, and billing rules to reflect consulting engagements.
Teamleader Orbit is used on the Clever Strategy website to capture enquiries and route them into the application, creating a direct lead to project intake flow that feeds client records and opportunity pipelines. Operational coverage includes consulting, delivery, sales and finance teams across the company, using a single centralized tenant to coordinate resource planning and billing.
Rollout and governance were organized through phased adoption and configuration controls, aligning project intake, time capture and invoicing processes with existing commercial and delivery workflows. The implementation narrative centers on Teamleader Orbit as the system of record for client engagements within Clever Strategy and the Professional Services Automation layer of its operations.
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Clever Strategy Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Clever Strategy implemented Microsoft 365 to provide Collaboration capabilities for its professional services operations. The deployment is publicly visible through the company website where Microsoft 365 services are used for document delivery and contact workflows. Microsoft 365 is used to support core productivity, email, document collaboration, and client communication functions, positioning Clever Strategy Microsoft 365 Collaboration to support consultancy team collaboration and client-facing workflows.
The implementation follows a cloud first Microsoft 365 tenant model typical for a 50 employee professional services firm, with tenant configuration, domain provisioning, and user account provisioning to manage access. Functional modules and capabilities referenced include Office productivity applications, Exchange Online for email and calendaring, SharePoint Online and OneDrive for cloud document management and versioning, and Teams for chat and meetings. Operational scope centers on consultancy teams and client-facing staff, aligning Collaboration with project delivery and client communications business functions. Governance is structured around mailbox and SharePoint site permissions, user lifecycle processes for onboarding and offboarding, and role aligned access controls to enforce collaboration policy.
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Clever Strategy CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Data Platform | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Clever Strategy ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2020 |
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Clever Strategy 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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2022 | 2022 |
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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 Clever Strategy
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Apps Being Evaluated by Clever Strategy Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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