Charlotte, 28271, NC,
United States
InteliChart Technographics
InteliChart Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by InteliChart and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 InteliChart employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that InteliChart has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2014, Microsoft 365 for Collaboration in 2019, HubSpot CMS for Web Content Management 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 InteliChart is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , HubSpot 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 InteliChart 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 InteliChart 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.
InteliChart Tech Stack and Enterprise Applications
InteliChart ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2014 | 2014 |
In 2014, InteliChart implemented Intuit Quickbooks Enterprise. The deployment established Intuit Quickbooks Enterprise as the company core ERP Financial system for the US-based professional services firm, centralizing accounting and transactional finance workflows.
Configuration work focused on core financial modules common to ERP Financial deployments, including general ledger, accounts payable, accounts receivable, job costing and project billing capabilities. The implementation included chart of accounts rationalization, multi-book bookkeeping setup and role-based access controls to align with a 100-employee finance organization. Reporting and analytics were configured to produce consolidated financial statements and operational reports for finance and service delivery managers.
Operational coverage prioritized the finance and accounting functions, supporting invoicing, collections, expense management and payroll export workflows. The deployment used standard bank feed integrations and data export routines to maintain transaction continuity with treasury and payroll processes, and to enable scheduled financial close activities.
Governance emphasized process standardization, monthly close discipline and segregation of duties through application-level permissions, paired with training for accounting personnel. Intuit Quickbooks Enterprise served as the single source for transactional finance and reporting within the company ERP Financial footprint.
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InteliChart Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, InteliChart implemented Microsoft 365 to provide core Collaboration capabilities. Microsoft 365 is used on their website and serves as the primary collaboration platform for the 100 employee Professional Services firm based in the United States. The deployment centralizes email, real time communication, and document collaboration across corporate and client facing workflows.
Implementation emphasizes Microsoft 365 modules such as Exchange Online for email, SharePoint for intranet and document management, OneDrive for user file sync and Microsoft Teams for chat, meetings and persistent channels, configured to support knowledge sharing and client communications. Operational coverage extends company wide across product, support and administrative functions, with governance enforced through centralized identity and access management and role based provisioning along with tenancy level compliance and data loss prevention controls within Microsoft 365. The website presence indicates content and collaboration artifacts are surfaced externally through Microsoft 365 services.
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InteliChart Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | HubSpot CMS | Web Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, InteliChart implemented HubSpot CMS on its public website. The deployment positioned HubSpot CMS as the primary Web Content Management platform for corporate marketing, resource pages, and customer-facing content, consolidating authoring and hosted content delivery under a single SaaS application.
The implementation focused on configuring HubSpot CMS templates, modular content blocks, responsive page layouts, and hosted site delivery, enabling centralized editorial workflows and role based publishing controls. Functional capabilities leveraged include content authoring, template management, SEO metadata configuration, forms and lead capture, and staged content review, with marketing and product teams owning editorial governance and release cadence under the Web Content Management implementation.
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InteliChart CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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InteliChart 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at InteliChart
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Financial Controller | Director | Finance | ||||
| Chief Information Officer | CXO | IT | ||||
| Vice President of Operations | VP | Operations |
Apps Being Evaluated by InteliChart Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||