Costa Mesa, 92626, CA,
United States
Envision Financial Systems Technographics
Envision Financial Systems Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Envision Financial Systems and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Envision Financial Systems employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Envision Financial Systems has purchased the following applications: Fujitsu Interstage for Process Mining in 2018, Hubspot Marketing Automation for Marketing Automation in 2021, GoDaddy 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 Envision Financial Systems is running and its propensity to invest more and deepen its relationship with Fujitsu , HubSpot , GoDaddy 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 Envision Financial Systems revenues, which have grown to $20.0 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 Envision Financial Systems 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.
Envision Financial Systems Tech Stack and Enterprise Applications
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fujitsu | Legacy | Fujitsu Interstage | Process Mining | Analytics and BI | n/a | 2018 | 2018 |
In 2018, Envision Financial Systems deployed Fujitsu Interstage to provide Process Mining capabilities supporting on demand BPM services. Envision Financial Systems, together with ISCorp and Celera Systems, rely on Fujitsu Interstage to deliver on demand BPM services to a growing market.
The Fujitsu Interstage implementation was configured to combine process discovery, process visualization, conformance checking and runtime orchestration, aligning Process Mining outputs with BPM execution and service templates. The deployment included analytics dashboards, event log ingestion pipelines and model based automation components to operationalize process insights for service delivery.
Integrations were designed to ingest transaction and event data from core transactional systems and to route orchestration commands to BPM execution engines, preserving traceability from mined processes to executable workflows. Operational coverage concentrated on service delivery, operations and IT teams within Envision Financial Systems to support professional services workflows and managed BPM offerings.
Governance emphasized process model versioning, analytics governance and a release cadence to support the on demand BPM service portfolio, with role based access controls and audit trails for process changes. The implementation positions Fujitsu Interstage as the process mining and BPM instrumentation layer for Envision Financial Systems service delivery.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Marketing Automation | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021, Envision Financial Systems implemented Hubspot Marketing Automation. The Hubspot Marketing Automation deployment is embedded on their website and targets Marketing Automation use cases for lead capture, contact management, and campaign orchestration to support the companys marketing and demand generation functions.
Configuration centered on standard Marketing Automation modules, including web forms and landing pages, email campaign engines, workflow automation for lead nurturing, contact segmentation, and behavioral tracking instrumentation. Hubspot Marketing Automation was configured to manage contact lifecycles, automate multi-step email sequences, and enable on-site CTA personalization consistent with marketing automation operational patterns.
Operational coverage spans marketing and sales alignment within Envision Financial Systems US operations, with governance focused on centralized campaign calendars, permissioned user roles for marketers, and defined handoff processes for qualified leads into sales workflows. The implementation emphasizes process-led campaign governance and contact lifecycle orchestration rather than point solutions, positioning Hubspot Marketing Automation as the primary platform for inbound marketing and lead management.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2021 | 2021 |
In 2021 Envision Financial Systems provisioned GoDaddy to host and manage its corporate website. GoDaddy functions as the company's Application Hosting and Computing Services provider, delivering domain registration and management, DNS resolution, SSL certificate provisioning, and web content hosting.
The deployment is concentrated on the public website infrastructure and centralizes domain and hosting responsibilities within the organization’s IT or web operations function. Envision Financial Systems uses GoDaddy as its Application Hosting and Computing Services provider for website hosting and customer facing communications, linking company web presence to hosted DNS and certificate management workflows.
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Envision Financial Systems
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Apps Being Evaluated by Envision Financial Systems Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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