AI Buyer Insights:

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

Equation Technologies
Location
533 2nd Street,
Encinitas, 92024, CA,
United States
Website
https://www.equationtech.us/
Phone
1 866-436-3530
Artw industry
Professional Services
Employee
Revenue

Equation Technologies Technographics

Equation Technologies Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Equation Technologies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Equation Technologies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

Equation Technologies has purchased the following applications: Sage Intacct for ERP Financial in 2019, Zoominfo Platform for Account Based Marketing in 2021, Hubspot Live Chat for Chatbots and Conversational AI in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Equation Technologies is running and its propensity to invest more and deepen its relationship with Sage , Zoominfo , HubSpot 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 Equation Technologies revenues, which have grown to $2.0 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 Equation Technologies 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.

Equation Technologies Tech Stack and Enterprise Applications

Equation Technologies ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sage Legacy Sage Intacct ERP Financial ERP n/a 2019 2019
In 2019 Equation Technologies selected and deployed Sage Intacct as its ERP Financial application, replacing a legacy accounting system. The cloud-based implementation consolidated core finance functions—general ledger, accounts payable, accounts receivable and financial reporting—to standardize and automate company-level accounting and reporting processes. Deployment covers the firm’s primary financial management for the 20-employee professional services organization and is operated as a SaaS platform.
Equation Technologies CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoominfo Legacy Zoominfo Platform Account Based Marketing CRM n/a 2021 2021
CRM CRM 2018 2018
Customer Experience CRM 2018 2018
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2021 2021
Equation Technologies AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2018 2018
In 2018, Equation Technologies deployed Hubspot Live Chat on its public website. The implementation places Hubspot Live Chat as a customer-facing Chatbots and Conversational AI element to capture inbound inquiries for the 20-person professional services firm headquartered in the United States, routing initial contacts to sales and client services staff. Hubspot Live Chat was configured to present a persistent web chat widget, capture contact details and session transcripts, and surface conversation history for follow up by sales and service teams. Functional capabilities reflect Chatbots and Conversational AI patterns, including canned responses, basic routing rules, and automated contact creation within the HubSpot contact environment to maintain conversational records. Governance for the tool is managed by a small central team that controls chat availability, messaging templates, and response ownership to align conversational workflows with sales and client engagement processes.
Equation Technologies Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2013 2013
Equation Technologies Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2010 2010
Equation Technologies eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2009 2009
Equation Technologies IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Equation Technologies

First Name Last Name Title Function Department Email Phone
President CXO Finance
VP Operations VP Operations
Office Manager Manager Finance
President CXO Operations
Customer Success Strategic Director Director Sales
VP Operations VP Operations
Delivery Lead/ Senior Project Manager (PMI-ACP) Manager Sales
Show All Contacts

Apps Being Evaluated by Equation Technologies Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Equation Technologies IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Equation Technologies digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Equation Technologies Technographics
Equation Technologies is a Professional Services organization based in United States, with around 20 employees and annual revenues of $2.0 million.
Equation Technologies operates a diverse technology stack with applications such as Sage Intacct, Zoominfo Platform and Hubspot Live Chat, covering areas like ERP Financial, Account Based Marketing and Chatbots and Conversational AI.
Equation Technologies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Sage, Zoominfo and HubSpot.
Equation Technologies recently adopted applications including Zoominfo Platform in 2021, ZoomInfo Chorus in 2021 and Hubspot Marketing Automation in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Equation Technologies’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Equation Technologies’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Equation Technologies technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.