San Rafael, 94901, CA,
United States
EC Wise Technographics
EC Wise Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by EC Wise and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 EC Wise employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that EC Wise has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2014, Microsoft 365 for Collaboration in 2019, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 EC Wise is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , 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 EC Wise revenues, which have grown to $8.0 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 EC Wise 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.
EC Wise Tech Stack and Enterprise Applications
EC Wise ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2014 | 2014 |
In 2014, EC Wise implemented Intuit Quickbooks Enterprise as its core ERP Financial system for finance and accounting operations. The deployment targeted an 80 employee professional services firm in the United States, centralizing transactional accounting and project billing into a single application.
The implementation configured Intuit Quickbooks Enterprise modules including general ledger, accounts payable, accounts receivable, payroll, project billing and job costing, and advanced financial reporting. Configuration emphasis was placed on chart of accounts design, class or job level tracking for professional services profitability, and time and expense capture workflows aligned to client invoicing.
Operational scope included the finance function, project delivery teams and executive reporting, standardizing month end close and invoicing processes across the organization. Intuit Quickbooks Enterprise served as the primary ERP Financial backbone for consolidated financial statements and audit ready records.
Governance changes introduced role based access controls, documented account mapping and formalized close checklists, with a phased rollout to accounting and project teams to limit operational disruption. Training prioritized accounting staff and project managers to embed new processes for time capture, billing and reconciliations.
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EC Wise Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, EC Wise implemented Microsoft 365 as its Collaboration platform across the 80-person professional services firm. The Microsoft 365 deployment is visible in public site markup on EC Wise's website, and the implementation is presented as the firmwide collaboration stack. The deployment was provisioned to support core productivity and collaboration functions used across the organization.
Configuration aligns with standard Microsoft 365 capabilities, including Exchange Online for email, Microsoft Teams for conferencing and chat, SharePoint Online for document management, OneDrive for file sync, and Office desktop and web applications, with Microsoft 365 named throughout. The implementation is cloud-hosted and scoped to internal business functions such as client delivery, operations, and corporate administration, consistent with Collaboration deployments for firms of this size. Governance and collaboration controls are structured around centralized account provisioning, access and sharing policies, and document collaboration workflows common to Collaboration category implementations.
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EC Wise IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2021 | 2021 |
In 2021, EC Wise implemented Microsoft Azure Cloud Services to host its public website. The deployment leverages Microsoft Azure Cloud Services within the Application Hosting and Computing Services category to provide web hosting, scalable compute, persistent storage, and content delivery capabilities for client-facing web content and lightweight application workloads.
Operational coverage is focused on the company website and associated client engagement workflows, supporting marketing and professional services delivery functions in the United States. Governance is centered with IT managing centralized cloud provisioning, environment segregation for staging and production, and standardized processes for application updates, backups, and monitoring to maintain availability and security.
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Content Delivery Network | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at EC Wise
| First Name | Last Name | Title | Function | Department | Phone | |
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CEO | CXO | Finance | |
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COO | CXO | Finance | |
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Vice President of Information Technology and Security | VP | IT | |
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Director of Business Analysis, Senior Program Manager | Manager | Finance | |
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Apps Being Evaluated by EC Wise Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||