Miramar, 33025, FL,
United States
Docassist Technographics
Docassist Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Docassist and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Docassist employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Docassist has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2008, Hubspot CRM for CRM in 2015, Amazon EC2 for Application Hosting and Computing Services in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Docassist is running and its propensity to invest more and deepen its relationship with Oracle , HubSpot , Amazon Web Services (AWS) 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 Docassist 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 Docassist 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.
Docassist Tech Stack and Enterprise Applications
Docassist ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2008 | 2008 |
In 2008, Docassist implemented Oracle NetSuite ERP to establish a centralized ERP Financial platform for its 50-person media business in the United States. The implementation concentrated on core financial modules including general ledger, accounts payable, accounts receivable, cash management, fixed asset accounting, and financial reporting and consolidation. Configuration work emphasized chart of accounts rationalization, standardized journal workflows, revenue accounting controls relevant to media billing, and role-based access controls to enforce segregation of duties. Oracle NetSuite ERP was configured to support period close processes and recurring billing schedules common in media operations.
Deployment used Oracle NetSuite ERP cloud-native architecture, provisioning tenancy and role-driven user profiles without on-premise infrastructure. The project preserved existing departmental point tools by integrating through standard APIs and file-based interfaces while centralizing finance and billing processes into the ERP Financial system. Operational coverage focused on finance, accounting, and billing teams across the US office, with governance introduced around approval routing, month-end close checklists, and formal change control for financial configuration. Ongoing administration concentrated on subscription and user license management within the Oracle NetSuite ERP environment and periodic configuration updates to support evolving media revenue recognition workflows.
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Docassist CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2015 | 2015 |
In 2015, Docassist implemented Hubspot CRM. The company uses HubSpot on their website to capture inbound leads directly into Hubspot CRM, establishing a cloud SaaS CRM as the primary contact and lead repository for the organization.
Configuration emphasized core CRM capabilities typical of the CRM category, including contact and company record management, web form lead capture, email engagement tracking, and a sales pipeline with stage-based workflow automation. Operational scope covered sales and marketing teams at the US-based media firm of approximately 50 employees, where website-driven lead capture was instrumented to standardize contact ownership and basic pipeline governance.
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Marketing Automation | CRM |
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2015 | 2015 |
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Docassist IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon EC2 | Application Hosting and Computing Services | IaaS | n/a | 2014 | 2014 |
In 2014, Docassist deployed Amazon EC2 to host its public website and web application workloads. The implementation uses Amazon Web Services (AWS) Amazon EC2 within the Application Hosting and Computing Services category to provide the core compute layer for site delivery.
The architecture centers on Amazon EC2 virtual servers configured as web servers, leveraging EC2 capabilities such as AMIs for image standardization, security groups for network access control, and VPC networking for environment isolation. Standard operational practices for the deployment include instance provisioning, snapshotting, and routine instance patching to maintain the site.
Operational ownership sits with Docassist's internal IT and engineering function, covering instance lifecycle, access governance, and deployment configuration for United States hosting. The Amazon EC2 deployment is described primarily in the context of Application Hosting and Computing Services to support the company's website presence.
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Docassist
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Product Manager | Manager | Finance | ||||
| Controller | Director | Finance |
Apps Being Evaluated by Docassist Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||