WHI Solutions
2145 Hamilton Ave,
San Jose, 95125, CA,
United States
San Jose, 95125, CA,
United States
1 914-697-9301
Distribution
WHI Solutions Technographics
WHI Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by WHI Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 WHI 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 WHI Solutions has purchased the following applications: Key Survey for Survey and Questionnaire in 2019, DocuSign eSignature for Digital Signing in 2021, Oracle NetSuite CRM for CRM in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems WHI Solutions is running and its propensity to invest more and deepen its relationship with Key Survey , DocuSign , Oracle 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 WHI 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 WHI 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.
WHI Solutions Tech Stack and Enterprise Applications
WHI Solutions Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Key Survey | Legacy | Key Survey | Survey and Questionnaire | Collaboration | n/a | 2019 | 2019 |
In 2019, WHI Solutions deployed Key Survey on its public website as its primary Survey and Questionnaire tool. The implementation positioned Key Survey to gather customer feedback and prospect information through embedded web surveys on the corporate site.
Configuration focused on web-embedded questionnaires, conditional logic for question flows, response capture, and vendor-hosted reporting and export capabilities typical of Survey and Questionnaire platforms. Key Survey was integrated into the site via embedded scripts and form endpoints to persist responses directly into the application, enabling dashboarding and CSV export workflows.
Operational scope covered digital customer interactions on the WHI Solutions website within the United States, with the solution supporting marketing led feedback collection and lead capture workflows and customer service intake processes. Governance centered on content ownership and survey design by marketing, with IT responsible for embedding, access control, and data extraction for downstream processes.
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WHI Solutions Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, WHI Solutions deployed DocuSign eSignature as a Digital Signing solution embedded on its public website. DocuSign eSignature was configured to capture customer signatures directly through web-facing signing flows, positioning the application as the primary digital signature capture layer for externally executed documents. The implementation emphasizes browser-based authentication, embedded signing envelopes, and audit trail generation consistent with Digital Signing functional workflows.
Operational coverage centers on contract and order execution workflows used by sales, customer service, and operations personnel, with template-based envelopes and recipient routing configured to standardize signature requests. Governance activity includes centralized template management and role-based access controls for users who create and send envelopes, while the architecture follows an embedded web signature integration pattern where DocuSign eSignature is invoked from the website to produce compliant signed records. No additional system integrations were specified in the source, so the implementation narrative focuses on the website-embedded signing service and related operational controls.
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WHI Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2012 | 2012 |
In 2012, WHI Solutions implemented Oracle NetSuite CRM as a cloud SaaS deployment to centralize customer and sales information for its distribution operations. The Oracle NetSuite CRM installation was provisioned to provide multi-tenant CRM capabilities, explicitly supporting account and contact management, lead and opportunity management, activity tracking, and pipeline visualization, reflecting core CRM functionality for sales and customer-facing teams.
Configuration focused on functional modules for opportunity lifecycle management, case management for customer service, configurable dashboards and reporting, and workflow automation to enforce sales stages and follow up activities. Governance was established around a centralized customer master record and role based access control, with a phased rollout targeting sales and customer service groups and updates to lead-to-order and case resolution workflows to standardize processes across the organization.
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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WHI Solutions Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Category Management | Procurement |
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2010 | 2010 |
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Category Management | Procurement |
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2010 | 2010 |
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WHI 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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2014 | 2014 |
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WHI Solutions 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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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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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 WHI Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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VP of Sales | VP | Sales | |
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CIO | CXO | Finance | |
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Director of Operations, COO | CXO | Operations | |
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Sales Director | Director | Sales | |
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Apps Being Evaluated by WHI Solutions Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from WHI Solutions IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the WHI Solutions digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD WHI Solutions Technographics
WHI Solutions is a Distribution organization based in United States,
with around 100 employees and annual revenues of $10.0 million.
WHI Solutions operates a diverse technology stack with applications such as
Key Survey, DocuSign eSignature and Oracle NetSuite CRM,
covering areas like Survey and Questionnaire, Digital Signing and CRM.
WHI Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Key Survey, DocuSign and Oracle.
WHI Solutions recently adopted applications including
DocuSign eSignature in 2021, Salesforce Sales Cloud in 2021 and SendinBlue in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of WHI Solutions’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates WHI 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 WHI Solutions technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.