Infovity
1825 S Grant St. Suite: 03-101,
San Mateo, 94402, CA,
United States
San Mateo, 94402, CA,
United States
1 650-513-1996
Professional Services
Infovity Technographics
Infovity Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Infovity and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Infovity employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Infovity has purchased the following applications: Oracle Lease and Finance Management for Lease Management in 2013, Microsoft 365 for Collaboration in 2020, FreshDesk Customer Support for Customer Support 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 Infovity is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Freshworks 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 Infovity revenues, which have grown to $70.0 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 Infovity 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.
Infovity Tech Stack and Enterprise Applications
Infovity ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Lease and Finance Management | Lease Management | ERP Services and Operations | n/a | 2013 | 2013 |
In 2013 Infovity implemented Oracle Lease and Finance Management as its Lease Management solution to centralize lease contract administration and accounting workflows. The deployment focused on configuring transactional rules and templates inside Oracle Lease and Finance Management to drive consistent contract creation and accounting outputs.
Configuration work included creation of formulas, accounting templates and contract templates in OLFM, aligning system-calculated values with contractual terms. The team also customized the platform pass thru feature in OLFM to support client-specific billing and cost pass through requirements, extending standard Lease Management processing to meet contractual billing flows.
Integration work mapped SFDC contract fields to Oracle ERP so that Salesforce contract records would trigger accounts receivable and accounts payable transactions in Oracle ERP. This integration linked sales contract capture to downstream finance operations, establishing a data flow from SFDC into the ERP posting layer and relying on OLFM configuration for contract-level accounting treatment.
Operational ownership spanned sales and finance functions, with templating and accounting rule configuration used to standardize contract origination and transactional posting. Governance centered on templated contract artifacts and mapped fields to enforce consistent AR and AP triggers, requiring cross-functional coordination between sales, finance and ERP teams during rollout.
|
Infovity Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Infovity implemented Microsoft 365 for Collaboration across the professional services firm. The deployment supported approximately 300 employees in the United States, covering both client delivery teams and corporate functions, and public website references indicate Microsoft 365 usage as part of the corporate digital workspace.
The implementation leveraged core Microsoft 365 capabilities, including Exchange Online for email, Microsoft Teams for synchronous collaboration and meetings, SharePoint Online for intranet and document management, OneDrive for endpoint file sync, and Office desktop and web applications for productivity. Identity and access management aligned with the Microsoft 365 stack through Azure Active Directory for single sign on and role based access, with endpoint and application control commonly managed via Microsoft Intune to enforce device compliance and policy.
Operational coverage followed a centralized tenant model to standardize user provisioning, mail routing, and collaboration site templates across consulting, delivery, sales, and corporate support functions. Governance practices focused on tenant level administration, conditional access and data loss prevention controls, and information governance policies for retention and external sharing, aligning Microsoft 365 Collaboration capabilities with consistent workflows and compliance posture.
|
Infovity CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freshworks | Legacy | FreshDesk Customer Support | Customer Support | CRM | n/a | 2015 | 2015 |
In 2015, Infovity implemented FreshDesk Customer Support. Infovity deployed FreshDesk Customer Support as a cloud SaaS Customer Support solution and embedded it on its public website to capture client inquiries and initiate ticket workflows via the web interface and support widget.
The FreshDesk Customer Support deployment was configured to deliver core ticketing, web self-service and a knowledge base, with email to ticket capture and automation rules for routing and priority assignment. Configuration emphasis included standard SLA assignment, canned responses and workflow automation to support repeatable triage and resolution processes.
Operational ownership sits with client-facing service teams, including customer support and professional services delivery across Infovitys United States operations, consolidating inbound requests onto a single support platform. Governance focused on ticket triage, knowledge base publishing controls and escalation routing to align support and delivery processes with the companys service model.
|
|
|
|
|
Marketing Analytics | CRM |
|
2021 | 2021 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
IT Decision Makers and Key Stakeholders at Infovity
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
CEO | CXO | Finance | |
|
|
|
SVP Tecnology | VP | IT | |
|
|
|
Director, Technology Consulting | Director | IT | |
|
|
|
Lead - Digital transformations Subscriptions Billing and Revenue | Manager | Finance | |
|
|
|
Director of Marketing | Director | Marketing | |
|
Apps Being Evaluated by Infovity Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Infovity IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Infovity digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Infovity Technographics
Infovity is a Professional Services organization based in United States,
with around 300 employees and annual revenues of $70.0 million.
Infovity operates a diverse technology stack with applications such as
Oracle Lease and Finance Management, Microsoft 365 and FreshDesk Customer Support,
covering areas like Lease Management, Collaboration and Customer Support.
Infovity has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Freshworks.
Infovity recently adopted applications including
ZoomInfo Chorus in 2021, Salesforce Sales Cloud in 2021 and Microsoft 365 in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Infovity’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Infovity’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 Infovity technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.