St. Louis, 63131, MO,
United States
DataServ Technographics
DataServ Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by DataServ and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 DataServ employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that DataServ has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, Microsoft 365 for Collaboration in 2015, AdRoll for Digital Advertising Platform in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems DataServ is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , NextRoll 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 DataServ revenues, which have grown to $10.0 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 DataServ 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.
DataServ Tech Stack and Enterprise Applications
DataServ ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2013 | 2013 |
In 2013 DataServ implemented Oracle NetSuite ERP as its ERP Financial platform to centralize finance and project accounting for the 100-employee professional services firm. The deployment used Oracle NetSuite ERP cloud-native architecture to provide a single, hosted financial system spanning accounting, billing, and project-related revenue processes.
Configuration focused on core financial modules including general ledger, accounts receivable, accounts payable, billing and invoicing, revenue recognition, fixed assets, project accounting, and operational financial reporting. Automation and workflow rules were applied to invoicing and project billing cycles, with role-based dashboards and reporting configured for finance and delivery leads to support professional services financial workflows.
Operational coverage included the finance and accounting organization and project delivery teams within DataServ, with governance built around a centralized chart of accounts, role-based access controls, and standardized month-end close procedures. Rollout was organized as a finance-led program with phased adoption across accounting and project billing functions, aligning system configuration to professional services accounting practices and internal control requirements.
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DataServ Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, DataServ implemented Microsoft 365 to support Collaboration across its 100-employee professional services organization, a presence that is reflected on the company website. The deployment is a cloud-hosted Microsoft 365 tenant provisioned for organizational use, leveraging core Collaboration capabilities such as Exchange Online email and calendaring, Microsoft Teams for synchronous communication, OneDrive for Business file sync, and SharePoint Online document collaboration.
Microsoft 365 was configured with tenant-level identity and access controls using Azure Active Directory for centralized user provisioning and single sign-on, and administrative roles were established to manage mailboxes, Teams policies, and SharePoint site collections. Operational scope concentrated on project delivery teams and internal functions including finance and HR, with governance articulated through tenant policies for external sharing and site-level access controls, and collaboration workspaces organized around project and client engagements. Overall the DataServ Microsoft 365 Collaboration deployment aligns the application to project-focused delivery and internal productivity functions.
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DataServ CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NextRoll | Legacy | AdRoll | Digital Advertising Platform | CRM | n/a | 2021 | 2021 |
In 2021, DataServ implemented AdRoll on its corporate website. The deployment uses AdRoll and positions the vendor as a Digital Advertising Platform to manage retargeting, prospecting, and on-site conversion tracking. Implementation work centered on embedding AdRoll site tags and the AdRoll pixel to capture page views, map conversion events, and seed audiences for paid display and social campaigns. DataServ is a professional services firm of approximately 100 employees and scoped the implementation to marketing-driven website engagement use cases.
Configuration focused on client-side tag placement, event mapping for conversion tracking, audience segmentation, and dynamic creative assignments within AdRoll, enabling campaign orchestration from the AdRoll interface. Operational ownership was assigned to the marketing function, which manages campaign setup, creative rotations, audience exclusions, and reuse of seeded cohorts for retargeting. Governance included establishing event naming conventions and campaign naming standards to ensure consistent audience definitions and campaign reporting within the Digital Advertising Platform. The full application name AdRoll is used throughout the implementation for audience management and campaign execution.
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Marketing Automation | CRM |
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2013 | 2013 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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DataServ PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2016 | 2016 |
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DataServ 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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2018 | 2018 |
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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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at DataServ
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Partner, CFO | CXO | Finance | ||||
| Director of Marketing | Director | Marketing | ||||
| Founder | CXO | Finance |
Apps Being Evaluated by DataServ Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||