AI Buyer Insights:

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Intelligent Office Tech Stack and Enterprise Applications

Intelligent Office ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2015 2015
In 2015, Intelligent Office implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The deployment centralized core accounting for the United States professional services firm, aligning corporate finance, accounts receivable, accounts payable, and billing under a single system. The Intuit Quickbooks Enterprise configuration included general ledger setup, accounts payable and receivable processing, billing and invoice generation, cash application workflows, and financial reporting capabilities consistent with ERP Financial implementations. The project emphasized a standardized chart of accounts, role-based access controls, and automation of recurring billing and month-end close procedures to improve process consistency across accounting functions. Operational scope concentrated on finance and accounting teams across Intelligent Office, with governance changes that documented new close and billing workflows and formalized approval paths for payments and invoicing. Training and configuration-driven controls were used to align day-to-day accounting operations to the Intuit Quickbooks Enterprise environment and to enforce centralized financial processes.
ERP Financial ERP 2024 2024
Intelligent Office AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho SalesIQ Chatbots and Conversational AI AI-Powered Application n/a 2019 2019
In 2019 Intelligent Office implemented Zoho SalesIQ on its public website, adopting a Chatbots and Conversational AI solution to manage inbound inquiries and visitor engagement. Intelligent Office is a United States professional services firm with roughly 300 employees, and the web-embedded deployment serves as the firm’s primary digital engagement channel. The implementation centers on the Zoho SalesIQ web chat widget, configured for real-time visitor monitoring and automated conversational flows. Configuration includes chatbot-driven initial triage, live chat handoff to human agents, canned responses, and session transcripts for follow-up, reflecting common Chatbots and Conversational AI functional modules. Operational ownership is aligned to sales and client support teams, who use Zoho SalesIQ to capture inbound leads and address service questions directly from the website. The deployment is SaaS-hosted and browser-embedded, enabling agent access via the cloud console and client-side widget without on-premises components. Governance was implemented through centralized administration for user permissions, chat routing rules, and conversational script management to standardize response handling across teams. The rollout focused on site-wide widget installation and agent enablement, with ongoing configuration of conversational flows and visitor engagement rules.
Intelligent Office Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Mail Collaboration Collaboration n/a 2020 2020
In 2020, Intelligent Office deployed Zoho Mail as its Collaboration solution for corporate email and messaging. Intelligent Office is a United States based professional services firm with approximately 300 employees, and the deployment is associated with Zoho Corp. Zoho Mail is surfaced on the company website for public contact addresses and webmail access. The implementation of Zoho Mail included standard Collaboration capabilities such as hosted mailboxes, webmail access, shared inboxes and distribution lists, calendar and contacts synchronization, and anti spam filtering. Configuration work included domain MX and DNS configuration to route corporate email through Zoho Mail and administrative setup of user accounts and mailbox quotas. The Zoho Mail admin console likely manages mailbox provisioning, group creation, and basic policy configuration for retention and access control. Operationally Zoho Mail is integrated with the Intelligent Office website for contact forms and mailto links, enabling inbound client and prospect messages to be directed into Zoho Mail mailboxes. The deployment provides email and calendar functionality across corporate functions including client services, sales and back office, and is accessible via webmail and standard mail protocols for desktop and mobile clients. Governance is implemented through the Zoho Mail administration features, with role based account administration, shared mailbox controls, and centralized domain management to support ongoing user lifecycle operations.
Collaboration Collaboration 2021 2021
Intelligent Office CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Tracking and Recording CRM 2020 2020
CRM, Sales Engagement CRM 2020 2020
Marketing Analytics CRM 2018 2018
Marketing Analytics CRM 2020 2020
Intelligent Office PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2016 2016
Intelligent Office IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Intelligent Office

First Name Last Name Title Function Department Email Phone
Chief Operating Officer CXO Finance
Director of Operations Director Finance
Operations & Accounting Manager Manager Finance
President CXO Finance

Apps Being Evaluated by Intelligent Office Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Intelligent Office IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Intelligent Office digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Intelligent Office Technographics
Intelligent Office is a Professional Services organization based in United States, with around 300 employees and annual revenues of $35.0 million.
Intelligent Office operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Zoho SalesIQ and Zoho Mail, covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Intelligent Office has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit and Zoho Corp..
Intelligent Office recently adopted applications including Sage Intacct in 2024, Microsoft 365 in 2021 and OVHcloud in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Intelligent Office’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Intelligent Office’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 Intelligent Office technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.