San Mateo, 94401, CA,
United States
Helix OpCo, LLC Technographics
Helix OpCo, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Helix OpCo, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Helix OpCo, 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 Helix OpCo, LLC has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2016, Tableau for Analytics and BI in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Helix OpCo, LLC is running and its propensity to invest more and deepen its relationship with Oracle , Apple , Tableau Software 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 Helix OpCo, LLC revenues, which have grown to $45.0 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 Helix OpCo, 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.
Helix OpCo, LLC Tech Stack and Enterprise Applications
Helix OpCo, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2016 | 2017 |
In 2016, Helix OpCo, LLC implemented Oracle NetSuite ERP as the foundational finance system while building an IT infrastructure from the ground up. The Oracle NetSuite ERP deployment addressed ERP Financial requirements for a 200 employee professional services firm in the United States, establishing core finance, billing, and accounting workflows to support project invoicing and revenue processing.
The implementation configured standard ERP Financial capabilities including general ledger, accounts payable, accounts receivable, and billing controls, and it introduced formal software review processes to govern new application procurement. A ticket management system was designed and implemented to formalize IT service workflows and incident handling, aligning support queues with finance and operations priorities.
Integrations were established between Oracle NetSuite ERP and the enterprise application stack explicitly listed in the environment, including Salesforce for CRM synchronization, Zendesk for ticketing linkage, and G Suite for collaboration and document management. The technical footprint included PostgreSQL for datastore needs, and security and monitoring technologies were deployed in support of the ERP Financial environment, using TrendMicro, PaloAlto Networks firewalls, DUO, JumpCloud, Bettercloud for access controls, and Watchman, PRTG, and SumoLogic for system monitoring and log aggregation.
Operational governance and access controls were formalized with the introduction of a software review board and tightened identity and access management policies. The IT organization migrated to a Managed Service Provider model while maintaining an internal client platform team, and that platform team was managed through a fourfold growth phase to scale operations and support.
The program consolidated IT expenses from approximately 70 different SaaS providers as an explicit cost and vendor rationalization activity, and it centralized control over software approvals and access management to support the ongoing ERP Financial operations. These structural changes were positioned to stabilize finance and operational systems while enabling sustained platform growth.
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Payment Processing | ERP |
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2021 | 2021 |
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Helix OpCo, LLC Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau | Analytics and BI | Analytics and BI | n/a | 2020 | 2020 |
In 2020, Helix OpCo, LLC deployed Tableau as a web-facing Analytics and BI solution, implementing Tableau to surface interactive dashboards and visualizations on its public website. The deployment centers on Tableau for dashboard publishing, embedded analytics, and data visualization to present curated reporting to external visitors and internal stakeholders. Tableau is used to publish workbooks and visual content that are consumed directly through the company website.
Architecturally the implementation follows a web-embedded model, with Tableau content hosted on a centralized Tableau content repository and exposed through embedded dashboards and web pages, supporting scheduled data refreshes and browser-based consumption. Operational coverage includes website-integrated reporting and internal consumption workflows, with governance implemented around workbook publishing standards, role-based access controls, and refresh scheduling to manage content lifecycle. The configuration emphasizes self-service visualization and web embedding capabilities typical of Analytics and BI deployments, enabling Helix to present interactive analytics on its website while retaining centralized content management.
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Helix OpCo, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020 Helix OpCo, LLC implemented Cisco Webex Meetings, deploying Audio Video and Web Conferencing capabilities directly on its public website to support client engagement and remote collaboration. Cisco Webex Meetings is positioned as the primary web-based conferencing channel for the US based professional services firm, serving approximately 200 employees and supporting client-facing project work and internal team collaboration.
The deployment leveraged embedded Webex meeting widgets and browser join flows to provide audio and video conferencing, screen sharing, and meeting recording functionality typical of Audio Video and Web Conferencing platforms. Configuration work emphasized meeting orchestration, access controls, and client-facing meeting workflows, with operational governance and administration managed by Helix internal IT and communications functions and surfaced through Helix's website for seamless client access.
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Collaboration | Collaboration |
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2015 | 2015 |
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Helix OpCo, LLC Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Helix OpCo, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2024 | 2024 |
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Customer Support | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Helix OpCo, LLC Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procure to Pay | Procurement |
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2019 | 2019 |
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Helix OpCo, LLC TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Helix OpCo, 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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2020 | 2020 |
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Content Delivery Network | 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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Helix OpCo, 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Helix OpCo, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Helix OpCo, LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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