iDatix
1499 Gulf to Bay Boulevard,
Clearwater, 33755, FL,
United States
Clearwater, 33755, FL,
United States
1 727-441-8228
Professional Services
iDatix Technographics
iDatix Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by iDatix and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 iDatix employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that iDatix has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Hubspot Live Chat for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration 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 iDatix is running and its propensity to invest more and deepen its relationship with Oracle , HubSpot , 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 iDatix revenues, which have grown to $8.0 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 iDatix 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.
iDatix Tech Stack and Enterprise Applications
iDatix ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, iDatix implemented Oracle NetSuite ERP as its ERP Financial system for finance and professional services operations. The deployment used Oracle NetSuite ERP cloud SaaS delivery and configured core financial modules including general ledger, accounts payable, accounts receivable, billing, fixed assets, cash management, and financial reporting.
Given iDatix's professional services model, the implementation included project accounting and time and expense capabilities to align project billing and revenue recognition with accounting close processes. Configuration emphasized automated invoicing and billing workflows, period close controls, role based access, and approval routing, and rollout proceeded in phases across finance and professional services teams with governance for chart of accounts maintenance, period close checklists, and financial configuration change control.
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iDatix AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, iDatix implemented Hubspot Live Chat on its website as a front-line conversational touchpoint, deploying the solution within the Chatbots and Conversational AI category. The Hubspot Live Chat deployment added an embedded web chat widget and agent-facing inbox to capture real-time client inquiries and preserve conversational context.
The implementation configured Hubspot Live Chat chatflows and scripts for lead capture, canned responses for common queries, proactive messaging triggers, and routing rules to assign conversations to appropriate teams. Conversation transcripts and contact capture were written to HubSpot records to retain context for follow up and to support downstream engagement workflows.
Operational coverage focused on web-originated inquiries and impacted sales and client services functions, with chat routing ownership assigned to those teams. Governance was organized around conversation triage and handoff procedures, including defined response ownership and workflow steps for escalating chats to email or scheduled calls, enabling centralized conversational data for service and business development processes.
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iDatix Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, iDatix implemented Microsoft 365 to consolidate Collaboration capabilities across the firm. The deployment positioned Microsoft 365 as the primary Collaboration platform for an 80-person professional services company headquartered in the United States.
The Microsoft 365 implementation included standard collaboration modules such as Exchange Online for organizational email, SharePoint Online for project and document sites, Microsoft Teams for meetings and persistent chat, OneDrive for employee file sync, and Azure Active Directory for centralized identity and access. Configuration emphasis appears to be on tenant-level controls, centralized mailbox domains, SharePoint site templates for client engagements, and Teams workspaces to support consultant collaboration and internal communications.
The deployment is surfaced on the company public website, indicating the Microsoft 365 tenant is integrated with the company web presence. Operational scope covers core business functions typical for professional services firms, including project delivery, client-facing teams, sales, and back-office administration, with collaboration workflows and document management aligned to those functions.
Governance and operational control are organized around a centralized tenant administration model, leveraging Azure Active Directory role-based access controls and SharePoint provisioning workflows to manage site sprawl and access. The rollout narrative centers on embedding Microsoft 365 Collaboration capabilities into daily project and client workstreams rather than standalone point tools.
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iDatix Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2021 | 2021 |
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iDatix CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2017 | 2017 |
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iDatix PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2020 | 2020 |
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iDatix 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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at iDatix
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Founder & CEO | CXO | Finance | |
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Chief Marketing Officer | CXO | Marketing | |
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COO | CXO | Finance | |
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Apps Being Evaluated by iDatix Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from iDatix IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the iDatix 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 iDatix Technographics
iDatix is a Professional Services organization based in United States,
with around 80 employees and annual revenues of $8.0 million.
iDatix operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Hubspot Live Chat and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
iDatix has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, HubSpot and Microsoft.
iDatix recently adopted applications including
HubSpot CMS in 2021, Amazon SES in 2020 and Intuit Mailchimp Mandrill in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of iDatix’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates iDatix’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 iDatix technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.