Houston, 77098, TX,
United States
Forthea, LLC Technographics
Forthea, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Forthea, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Forthea, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Forthea, LLC has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Microsoft 365 for Collaboration in 2015, Zoominfo Platform for Account Based Marketing 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 Forthea, LLC is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Zoominfo 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 Forthea, LLC revenues, which have grown to $3.0 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 Forthea, LLC 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.
Forthea, LLC Tech Stack and Enterprise Applications
Forthea, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, Forthea, LLC implemented Oracle NetSuite ERP. The implementation established Oracle NetSuite ERP as the company ERP Financial backbone to centralize accounting, billing, and financial reporting for the 30-employee Communications firm based in the United States. Deployment followed a cloud-first SaaS model scaled to a small company, provisioning tenant-level configuration and role-based access controls, and enabling standard cloud accounting capabilities. The rollout focused on finance and operations, aligning month-end close, accounts payable, invoicing, and revenue recognition workflows.
Configuration emphasized core ERP Financial modules including general ledger, accounts payable, accounts receivable, billing, and fixed assets, with native reporting and dashboarding used for cash management and reconciliation. Governance changes prioritized a standardized chart of accounts, centralized invoice and payment workflows, and role-based approval chains to support operational controls and month-end processes, with finance owners retained for configuration and user access management. Oracle NetSuite ERP was the primary system for finance and accounting functional workflows across the organization.
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Forthea, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Forthea, LLC deployed Microsoft 365 as its Collaboration platform. The initial rollout covered the company’s 30 employees in the United States and established Microsoft 365 as the primary system for corporate email and team communication.
The Microsoft 365 implementation was provisioned as a cloud SaaS tenant and included category-aligned functional modules such as Exchange Online for mailbox hosting, SharePoint Online for document libraries and intranet content, Microsoft Teams for synchronous collaboration, OneDrive for personal file storage, and Office desktop applications for productivity. Configuration work emphasized tenant-level settings, mailbox provisioning, and site collection structure for document governance.
Identity and access management was handled through Azure Active Directory single sign-on and role-based administrative assignments to centralize user provisioning and access controls. The deployment also aligned mobile and endpoint management patterns typical for Microsoft 365, using Intune style device enrollment and conditional access controls to manage employee devices and remote access.
Operational governance centered on a centralized Microsoft 365 tenant administration model, with policy templates for sharing, retention, and external access to support company communications and document workflows. Forthea, LLC Microsoft 365 Collaboration implementation prioritized consistent user provisioning and workspace configuration across the organization, enabling coordinated management of email, document collaboration, and internal communications.
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Forthea, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2021 | 2021 |
In 2021, Forthea, LLC deployed Zoominfo Platform to support Account Based Marketing on its website. The deployment centered on embedding Zoominfo Platform capabilities into the site to enable account level contact discovery and inbound lead enrichment for sales and marketing teams.
Configuration emphasized core Account Based Marketing functionality, including account and contact enrichment, intent signal capture, account list creation, and data driven targeting, with Zoominfo Platform serving as the primary data source. Workflows were configured to enrich web form submissions and populate account profiles used for outbound sequencing and account prioritization.
Operational ownership was led by marketing with alignment to sales for lead qualification and follow up, reflecting a typical small company model for a 30 person communications firm. The implementation used the cloud SaaS delivery characteristics common to Account Based Marketing solutions, and governance focused on data quality and list hygiene with ongoing configuration and campaign orchestration managed by marketing.
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Call Tracking and Recording | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Forthea, LLC 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Forthea, LLC 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Forthea, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Vice President, Client Services & Operations | VP | Customer Service | ||||
| President | CXO | Finance | ||||
| Administrator | Non Manager | Operations |
Apps Being Evaluated by Forthea, LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||