Heritage Health Solutions
750 Canyon Dr, Suite 120,
Coppell, 75019, TX,
United States
Coppell, 75019, TX,
United States
1 469-293-3175
Professional Services
Heritage Health Solutions Technographics
Heritage Health Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Heritage Health Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Heritage Health Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Heritage Health Solutions has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, Microsoft 365 for Collaboration in 2019, AdRoll for Digital Advertising Platform 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 Heritage Health Solutions is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , NextRoll 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 Heritage Health Solutions revenues, which have grown to $10.0 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 Heritage Health Solutions 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.
Heritage Health Solutions Tech Stack and Enterprise Applications
Heritage Health Solutions ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011 Heritage Health Solutions implemented Intuit Quickbooks Enterprise as its ERP Financial platform to centralize finance, billing, and revenue reporting for a 50-employee professional services firm. The deployment oriented the finance organization around accounts receivable, accounts payable, and formal revenue reporting workflows supporting government contracting and commercial clients.
Configuration work focused on A/R and A/P ledgers, formulation of vendor and client chart of accounts, and creation of invoice templates within Intuit Quickbooks Enterprise. The engagement included setup for monthly invoicing cycles, specifically processing Veterans Administration and US Marshal Service pharmacy charges totaling approximately $1 million, and contract auditing routines to assure invoicing accuracy.
Operational integrations included routine collection of raw data from a shipping vendor website and creation of data backup reports delivered at client request, with those external feeds mapped into Quickbooks transaction and reporting records. The implementation covered finance and billing activities across the company and supported the business unit handling government pharmacy billing, with workflows instrumented for monthly close and CEO-level revenue review.
Governance work produced written procedures and streamlined daily activities and analysis requirements to standardize invoicing, revenue reporting, and collections tasks. Monthly revenue reporting and analysis for CEO review were institutionalized within Intuit Quickbooks Enterprise, and the project operated under a holder of SBU government security clearance to meet contracting constraints.
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Heritage Health Solutions Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Heritage Health Solutions implemented Microsoft 365. The company uses Microsoft 365 on their website and as its core collaboration suite for employees.
Deployment centered on cloud-hosted Microsoft 365 services including Exchange Online for corporate email, SharePoint Online for intranet and document management, Microsoft Teams for synchronous collaboration, OneDrive for personal file sync, and the Office productivity apps for desktop and web editing. These functional capabilities were configured to support typical Collaboration workflows such as email, file sharing, team chat, meeting scheduling, and document co-authoring.
The Microsoft 365 tenant was provisioned as a single cloud tenant covering the full organization, with identity and access management aligned to Azure Active Directory for single sign-on and account lifecycle control. The implementation extended to the public website by surfacing Microsoft 365-hosted assets and using corporate Exchange-hosted addresses for contact and client communications.
Heritage Health Solutions Microsoft 365 Collaboration supports internal communications, document management, and client-facing content workflows across the organization. Governance was implemented through centralized administration in the Microsoft 365 admin center, with role-based admin assignments, external sharing controls, and baseline retention and compliance settings to manage document lifecycle and sharing posture. Rollout focused on department-level enablement across client services, operations, finance and HR, combining configuration, basic end-user training, and policy enforcement to operationalize Collaboration for the 50-person professional services firm.
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Heritage Health Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NextRoll | Legacy | AdRoll | Digital Advertising Platform | CRM | n/a | 2020 | 2020 |
In 2020, Heritage Health Solutions deployed AdRoll, a Digital Advertising Platform, on its website. The implementation targeted web-based audience capture and paid display and retargeting workflows to support the company marketing function within the United States professional services operation.
Deployment centered on embedding the AdRoll site tag and JavaScript pixel into the corporate website to enable visitor-level tracking, audience list creation, and conversion event capture. Configuration work addressed audience segmentation, retargeting rule sets and campaign creative rotation, reflecting common Digital Advertising Platform capabilities for display advertising and remarketing.
Operational coverage is owned by the internal marketing team, which manages campaign creation, audience definitions and dashboard monitoring in AdRoll. Governance focused on tag management, campaign naming conventions and alignment with cookie consent processes to maintain measurement consistency across the website.
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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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Sales Automation, CRM, Sales Engagement | CRM |
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2011 | 2011 |
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Heritage Health Solutions 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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Heritage Health Solutions 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Heritage Health Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
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Controller | Director | Finance | |
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Vice President of Information Technology | VP | IT | |
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President, Chief Financial Officer and Treasurer | CXO | Finance | |
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Apps Being Evaluated by Heritage Health Solutions Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Heritage Health Solutions IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Heritage Health Solutions digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Heritage Health Solutions Technographics
Heritage Health Solutions is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $10.0 million.
Heritage Health Solutions operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and AdRoll,
covering areas like ERP Financial, Collaboration and Digital Advertising Platform.
Heritage Health Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and NextRoll.
Heritage Health Solutions recently adopted applications including
Google Cloud Platform (GCP) in 2021, AdRoll in 2020 and NextRoll Cookie Consent Banner in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Heritage Health Solutions’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Heritage Health Solutions’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 Heritage Health Solutions technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.