Boulder, 80301, CO,
United States
E Source Companies Technographics
E Source Companies Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by E Source Companies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 E Source Companies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that E Source Companies has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2011, Adobe Connect for Audio Video and Web Conferencing in 2017, Zoominfo Platform for Account Based Marketing in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems E Source Companies is running and its propensity to invest more and deepen its relationship with Oracle , Adobe Systems , 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 E Source Companies revenues, which have grown to $55.0 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 E Source Companies 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.
E Source Companies Tech Stack and Enterprise Applications
E Source Companies ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, E Source Companies implemented Oracle NetSuite ERP. The Oracle NetSuite ERP deployment was positioned as the companys ERP Financial platform, moving core accounting workloads to a cloud-native SaaS architecture to centralize finance operations for the 350-employee professional services firm.
The implementation focused on standard financial modules expected in an ERP Financial deployment, including general ledger, accounts payable, accounts receivable, billing and invoicing, fixed asset accounting, cash management, and financial reporting. Configuration emphasized chart of accounts standardization, period close automation and revenue recognition workflows, along with role-based access controls and approval routing to enforce transaction-level governance.
Operational coverage centered on enterprise finance and accounting, supporting billing and revenue operations across business units and enabling consolidated financial reporting. The Oracle NetSuite ERP instance was configured to provide audit trails and transaction-level visibility, supporting month-end close orchestration and recurring billing schedules typical for professional services firms.
Governance changes included centralized control of accounting policies, standardized account mappings and automated approval workflows to reduce manual reconciliation work. The implementation embedded built-in compliance and audit capabilities within Oracle NetSuite ERP to support internal controls and financial governance.
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E Source Companies Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, E Source Companies implemented Adobe Connect for Audio Video and Web Conferencing. The deployment is surfaced on their public website and is used to host live sessions and scheduled conferencing directly from the site.
Adobe Connect was configured to leverage core conferencing capabilities including persistent virtual meeting rooms, screen sharing, session recording, breakout rooms, polling, and file exchange. The implementation included branded meeting templates and role based permissions for hosts and presenters to manage live events and recordings.
Operational scope emphasizes customer facing engagement and internal collaboration within E Source Companies, with sessions initiated via website links and registration flows. Governance incorporated administrative provisioning, host role definitions, and recording retention workflows to align conferencing operations with client engagement and training processes.
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Collaboration | Collaboration |
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2020 | 2020 |
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Event Management | Collaboration |
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2018 | 2018 |
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Survey and Questionnaire | Collaboration |
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2021 | 2021 |
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E Source Companies CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2024 | 2024 |
In 2024 E Source Companies deployed Zoominfo Platform as an Account Based Marketing application, implementing the Zoominfo Platform on their website to support targeted account engagement for the professional services firm. The deployment is positioned to feed marketing and revenue workflows that rely on account discovery, prioritization, and web-driven intent capture.
The Zoominfo Platform configuration emphasizes account and contact intelligence, firmographic enrichment, intent signal capture, and target list orchestration, capabilities aligned with Account Based Marketing functional workflows. Implementation details indicate web instrumentation to identify engaged accounts and the use of enrichment and scoring to refine target lists before campaign activation.
Operational coverage is focused on marketing and revenue operations within the United States, with governance practices oriented around centralized data stewardship, campaign list controls, and consistent targeting rules. Rollout and adoption centered on aligning demand generation and sales engagement processes to the Zoominfo Platform data and orchestration layers, embedding the application into ongoing account based marketing operations.
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Account Based Marketing | CRM |
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2023 | 2023 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2016 | 2016 |
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E Source Companies ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2022 | 2022 |
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E Source Companies PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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E Source Companies 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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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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E Source Companies 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at E Source Companies
| First Name | Last Name | Title | Function | Department | Phone | |
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| Chief Technology Officer | CXO | IT | ||||
| CEO | CXO | Finance | ||||
| VP of Finance | VP | Finance |
Apps Being Evaluated by E Source Companies Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||