San Jose, 95126, CA,
United States
Controller's Group Technographics
Controller's Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Controller's Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Controller's Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Controller's Group has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Microsoft 365 for Collaboration in 2016, Salesforce Pardot for Marketing Automation 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 Controller's Group is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , 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 Controller's Group revenues, which have grown to $4.0 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 Controller's Group 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.
Controller's Group Tech Stack and Enterprise Applications
Controller's Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Controller's Group implemented Oracle NetSuite ERP to standardize its ERP Financial operations. The cloud-hosted Oracle NetSuite ERP deployment centralized core financial workflows for the company's finance and accounting functions within its United States communications business, reflecting the operational scale of a 40 person firm. The implementation emphasized core ledgers, accounts payable, accounts receivable, billing, and financial reporting, and it configured role-based access controls and audit trails to support finance governance. The project focused squarely on ERP Financial capabilities to bring structured, repeatable financial processes into a single system.
Configuration work within Oracle NetSuite ERP concentrated on general ledger design, chart of accounts rationalization, automated journal entry templates, period close sequencing, accounts payable payment workflows, and accounts receivable billing and collections processes, consistent with standard ERP Financial functional modules. Functional modules provisioned included general ledger, AR, AP, billing, fixed assets and tax management, with reporting and dashboarding to support monthly close and statutory reporting requirements. The implementation also instituted process automation for recurring transactions and formalized month-end close procedures, while enforcing segregation of duties controls and audit logging to strengthen finance controls for the small finance organization.
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Controller's Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Controller's Group adopted Microsoft 365 for Collaboration. Controller's Group is using Microsoft 365 on their website and operates a cloud hosted Microsoft 365 tenant to provide core collaboration capabilities to its 40 person workforce.
The deployment centers on cloud email and calendaring, file storage and sharing through OneDrive and SharePoint, and real time collaboration features delivered by Microsoft 365, providing the Collaboration backbone for internal communications, document management, and client collaboration. The implementation is company wide across finance and administrative teams, with user provisioning, Azure Active Directory identity management, and role based access controls aligning permissions to business roles, and governance configured through centralized document libraries, retention settings, and sharing policies within the Microsoft 365 environment.
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Controller's Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019, Controller's Group implemented Salesforce Pardot as their Marketing Automation solution on their website, deploying a cloud hosted instance to instrument web lead capture and engagement tracking. The deployment focused on embedding Pardot tracking on site pages and forms to centralize inbound prospect capture for the companys marketing function in the United States.
Salesforce Pardot was configured to support standard Marketing Automation capabilities such as form based lead capture, email automation, engagement tracking, segmentation, lead scoring workflows, and campaign level reporting. Governance was organized around the marketing operations team who managed campaign configuration, asset templates, and reporting cadence, with Pardot data feeding marketing workflows and prospect qualification processes.
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Marketing Automation | CRM |
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2020 | 2020 |
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Controller's Group 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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2014 | 2014 |
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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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Controller's Group 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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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Controller's Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President/CEO | CXO | Finance | ||||
| Director | Director | Finance | ||||
| Controller | Director | Finance |
Apps Being Evaluated by Controller's Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||