Oakland, 94612, CA,
United States
Heller Consulting Technographics
Heller Consulting Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Heller Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Heller Consulting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Heller Consulting has purchased the following applications: Oracle Netsuite OpenAir for Professional Services Automation in 2011, Microsoft 365 for Collaboration in 2016, Predictive Response for Marketing Automation in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Heller Consulting is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Predictive Response 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 Heller Consulting revenues, which have grown to $5.0 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 Heller Consulting 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.
Heller Consulting Tech Stack and Enterprise Applications
Heller Consulting ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2011 | 2011 |
In 2011 Heller Consulting implemented Oracle Netsuite OpenAir as its Professional Services Automation platform to centralize project delivery, resource management, and billing for the 50-person consulting firm. The deployment positioned Oracle Netsuite OpenAir as the primary application supporting project management and finance aligned with professional services operations.
The implementation focused on standard PSA capabilities typical of the Professional Services Automation category, including time and expense management, project financials, resource allocation and utilization tracking, invoicing and billing rule configuration, and project accounting workflows. Configuration work emphasized configurable timesheets, project templates, role-based access controls, and billing profiles to support both fixed price and time and materials engagements.
Operational coverage included the companys professional services delivery teams, the project management office, and finance functions across its United States operations. The system was used to consolidate project records, time capture, and billing inputs into Oracle Netsuite OpenAir as the single source of record for project-related charge and revenue activities.
Governance measures implemented alongside the application included standardized time-entry policies, approval routing for project changes and timesheets, defined charge codes and billing rules, and phased rollout by practice area to manage adoption. The implementation narrative centers on embedding Professional Services Automation practices in operational workflows through Oracle Netsuite OpenAir configuration and governance.
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Heller Consulting Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Heller Consulting implemented Microsoft 365 to address its Collaboration needs. Heller Consulting, a United States based media firm of roughly 50 employees, adopted Microsoft 365 as a cloud-hosted collaboration platform and uses Microsoft 365 on their website as part of its public-facing infrastructure.
The Microsoft 365 deployment centers on core Collaboration capabilities including cloud email, document collaboration and storage, intranet and team workspaces, and real-time communication tools. Configuration signals align with tenant-level provisioning, centralized user and group management, role-based access controls, and shared document libraries to support content production and internal workflows.
Operational coverage targets internal business functions such as marketing, content and client services, with the implementation serving as the primary collaboration and productivity layer. Governance emphasis is inferred on user provisioning and access policies consistent with a 50-user organization, and Microsoft 365 is positioned as the central Collaboration platform for both internal teams and their website presence.
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Heller Consulting CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Predictive Response | Legacy | Predictive Response | Marketing Automation | CRM | n/a | 2015 | 2015 |
In 2015, Heller Consulting deployed Predictive Response on its website to enable Marketing Automation for marketing and demand generation. The implementation at Heller Consulting, a 50 person media firm in the United States, uses Predictive Response as the primary web-based marketing automation engine embedded in site pages and lead capture touchpoints. This deployment emphasizes automated campaign orchestration and web behavior tracking tied to content consumption.
Configuration includes standard Marketing Automation capabilities such as lead capture forms, email nurture sequences, list segmentation, and behavior-based scoring to support qualification workflows and handoff to sales. Operational scope centers on marketing and client engagement teams, with governance around campaign ownership, templated nurture paths, and contact data hygiene to ensure consistent lead routing. Predictive Response is the system of record for on-site lead activity and campaign execution for Heller Consulting's online demand generation.
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Heller Consulting PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2016 | 2016 |
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Heller Consulting 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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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Heller Consulting
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Founder & CEO | CXO | Finance | ||||
| Director of Finance and Administration | Director | Finance | ||||
| VP of Professional Services | VP | Operations |
Apps Being Evaluated by Heller Consulting Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-05-01 | Heller Consulting | Evaluated | Fundraise Up | Fundraise Up | Donor and Fundraising Management | CRM |