Evansville, 47719, IN,
United States
Heritage Petroleum LLC Technographics
Heritage Petroleum LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Heritage Petroleum LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Heritage Petroleum 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 Heritage Petroleum LLC has purchased the following applications: PDI Firestream Ascend for Oil Gas and Chemicals ERP in 2014, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement 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 Heritage Petroleum LLC is running and its propensity to invest more and deepen its relationship with PDI Technologies , Cisco Systems , Microsoft 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 Petroleum LLC revenues, which have grown to $15.0 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 Petroleum 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.
Heritage Petroleum LLC Tech Stack and Enterprise Applications
Heritage Petroleum LLC ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PDI Technologies | Legacy | PDI Firestream Ascend | Oil Gas and Chemicals ERP | ERP Services and Operations | n/a | 2014 | 2014 |
In 2014, Heritage Petroleum LLC deployed PDI Firestream Ascend as its core Oil Gas and Chemicals ERP platform for a corporate wide ERP deployment covering finance, operations and dispatch. The implementation used the PDI Firestream Ascend suite including Ascend, Demand Stream, and the Truck Dispatch Application developed by Firestream and PDI, with explicit operational objectives stated for invoicing, bill of lading resolution, and month end close.
Configuration work focused on billing and invoicing workflows to meet an invoicing target within two days of delivery, bill of lading resolution processes, and a month end close target within three days. Functional capabilities implemented included order to cash automation, dispatch orchestration through the Truck Dispatch Application, demand planning capabilities via Demand Stream, and finance month end and accounts receivable controls in Ascend.
Deployment and change management were organized as a corporate training and rollout program, managed centrally and delivered across all areas of the company. Training and deployment modalities included in person sessions, WebEx remote training, and the development of documentation and standard operating procedure documentation, work processes, and departmental goal statements gathered from stakeholder input.
Governance and process transformation emphasized process modification and improvement, cross department SOP adoption, and culture adjustment led by management to build team rapport and operational consistency. The implementation explicitly documented training outcomes and operational targets, and the PDI Firestream Ascend application was restated in program documentation as the primary Oil Gas and Chemicals ERP for billing, dispatch and demand stream workflows.
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Heritage Petroleum 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 | 2021 | 2021 |
In 2021, Heritage Petroleum LLC deployed Cisco Webex Meetings as its primary Audio Video and Web Conferencing solution. Cisco Webex Meetings is surfaced on the Heritage Petroleum website to provide browser based access to scheduled sessions and public meeting links for external participants and partners. Heritage Petroleum LLC Cisco Webex Meetings Audio Video and Web Conferencing is positioned to support both external stakeholder engagement and internal collaboration across the company.
The implementation focuses on core conferencing capabilities common to the category, including video conferencing, audio conferencing, screen sharing, meeting scheduling, host controls for participant management, and cloud recording of sessions. Cisco Webex Meetings is configured to deliver browser and native client access, enabling users to join from desktop and mobile environments without separate client distribution for public attendees.
Deployment was executed as a cloud hosted Webex service integrated into the corporate website to surface meeting links and registration pages. Governance is organized through centralized administration for user provisioning, meeting policy enforcement, and host role assignment to align meeting controls and security settings with corporate communication practices. This structure keeps operational management proportional to a 100 person organization while supporting both internal and external communications workflows.
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Collaboration | Collaboration |
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2020 | 2020 |
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Heritage Petroleum LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021 Heritage Petroleum LLC deployed Salesforce Sales Cloud to centralize customer records and sales activities, using Salesforce Sales Cloud as the primary Sales Automation,CRM,Sales Engagement platform and integrating it with their public website for lead capture. The implementation positioned Salesforce Sales Cloud as the system of record for account and contact management across the commercial organization.
The configuration emphasized core Sales Cloud capabilities, including lead capture and routing, opportunity and pipeline management, activity and task tracking, and configurable reporting and dashboards for sales visibility. Sales engagement functionality was implemented to standardize outreach workflows and automate follow up sequences, aligning sales processes with inbound website leads.
Operationally the deployment covered Sales and Marketing functions and was governed through a centralized CRM administration model with role based access controls and data model standardization. Web form integration was implemented to feed leads directly into Salesforce Sales Cloud, with automated lead assignment rules and stage based workflows to support consistent lead to opportunity progression.
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Heritage Petroleum 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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2013 | 2013 |
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Heritage Petroleum LLC CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Heritage Petroleum LLC
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Apps Being Evaluated by Heritage Petroleum LLC Executives
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