folio3
160 Bovet Road, Suite # 101,
San Mateo, 94402, CA,
United States
San Mateo, 94402, CA,
United States
1 408-365-4638
Professional Services
folio3 Technographics
folio3 Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by folio3 and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 folio3 employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
folio3 has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2020, Moodle LMS for Learning and Development in 2022, Zendesk Chat for Chatbots and Conversational AI in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems folio3 is running and its propensity to invest more and deepen its relationship with Oracle , Moodle , Zendesk 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 folio3 revenues, which have grown to $80.0 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 folio3 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.
folio3 Tech Stack and Enterprise Applications
folio3 ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2020 | 2020 |
In 2020, folio3 implemented Oracle NetSuite ERP as its ERP Financial platform to centralize finance and accounting across the professional services firm. The Oracle NetSuite ERP deployment focused on core financial management capabilities including General Ledger, Accounts Payable, Accounts Receivable, billing and financial reporting.
Configuration emphasized multi entity accounting, a standardized chart of accounts and automated period close workflows, with role based access controls and approval routing to enforce financial governance and controls. The company is using Oracle NetSuite ERP on their website, and operational coverage includes finance, accounting and professional services delivery teams across the organization.
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folio3 HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Moodle | Legacy | Moodle LMS | Learning and Development | HCM | n/a | 2022 | 2022 |
In 2022, folio3 deployed Moodle LMS on their website. The implementation positions Moodle LMS as the primary Learning and Development application for course delivery and learner management accessible via folio3.com, implemented as a web-hosted site-based LMS instance.
The Moodle LMS deployment includes core Learning and Development capabilities, including course authoring and catalog management, enrollment workflows, assessment and quiz engines, gradebook and completion tracking, and support for packaged course content. Administrative configuration focused on role-based access, with site administrators, instructors, and learner roles defined, and Moodle LMS reporting and course management modules configured to support operational training workflows.
Operational scope centers on corporate learning for folio3's professional services organization, delivered through the Moodle LMS instance on their public site. Governance emphasizes content curation and instructor-led course workflows, with administrator oversight for user provisioning and course lifecycle management, aligning folio3, Moodle LMS, Learning and Development to ongoing course maintenance and operational learning processes.
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folio3 AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017, folio3 deployed Zendesk Chat on its website to provide real-time customer engagement. The implementation established Zendesk Chat as the front-line Chatbots and Conversational AI interface for inbound website visitors, capturing inquiries and initiating agent-assisted conversations. The deployment targeted customer support and sales intake workflows on the public site, centralizing initial contact through a web-embedded chat widget.
Configuration focused on chat routing, agent console configuration, canned responses, proactive messaging triggers, and visitor session tracking to standardize web engagement. Conversations were funneled into folio3 support workflows for triage and follow-up, enabling live handoffs and asynchronous messaging consistent with chat-based support. Governance was operationalized through support operations oversight and agent-level access controls, with phased activation across the website to manage agent load.
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folio3 Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
|
2013 | 2013 |
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folio3 CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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folio3 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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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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folio3 CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at folio3
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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VP Operations | VP | Operations | |
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Chairman | CXO | Finance | |
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Apps Being Evaluated by folio3 Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from folio3 IT executives and key decision makers. This section highlights folio3's latest recorded technology evaluations, including Microsoft Dynamics GP for ERP Financial on 2026-03-30, CollaborateMD Practice Management for Medical Practice Management on 2026-02-03, and Aptean JustFood ERP for Food and Beverage ERP on 2025-10-20. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the folio3 digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-30 | folio3 | Evaluated | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP |
| 2026-02-03 | folio3 | Evaluated | CollaborateMD | CollaborateMD Practice Management | Medical Practice Management | ERP Services and Operations |
| 2025-10-20 | folio3 | Evaluated | Aptean | Aptean JustFood ERP | Food and Beverage ERP | ERP Services and Operations |
| 2025-10-16 | folio3 | Evaluated |
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CRM | CRM |
| 2025-10-16 | folio3 | Evaluated |
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ERP Financial | ERP |
| 2024-12-26 | folio3 | Evaluated |
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Agriculture ERP | ERP Services and Operations |
FAQ - APPS RUN THE WORLD folio3 Technographics
folio3 is a Professional Services organization based in United States,
with around 700 employees and annual revenues of $80.0 million.
folio3 operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Moodle LMS and Zendesk Chat,
covering areas like ERP Financial, Learning and Development and Chatbots and Conversational AI.
folio3 has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Moodle and Zendesk.
folio3 recently adopted applications including
Moodle LMS in 2022, Salesforce Sales Cloud in 2021 and Okta Identity Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of folio3’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates folio3’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 folio3 technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.