Draper, 84020, UT,
United States
MetaSource Technographics
MetaSource Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by MetaSource and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6000 MetaSource employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
MetaSource has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2017, JobMatch ApplicantPro for Applicant Tracking System in 2015, Hubspot Live Chat for Chatbots and Conversational AI in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems MetaSource is running and its propensity to invest more and deepen its relationship with Oracle , JobMatch , 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 MetaSource revenues, which have grown to $500.0 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 MetaSource 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.
MetaSource Tech Stack and Enterprise Applications
MetaSource ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, MetaSource implemented Oracle NetSuite ERP as a centralized ERP Financial platform. The Oracle NetSuite ERP deployment combined ERP, CRM, accounting, and forecasting capabilities into a single cloud based instance to unify transactional finance and customer relationship data.
The implementation included configuration of core accounting ledgers, accounts receivable and payable workflows, revenue management, order to cash orchestration, CRM record management, and forecasting modules. Oracle NetSuite ERP was configured with a centralized data model and role based access controls to support finance and commercial reporting, and to provide a single source of truth for financial close and forecast cycles.
Operational scope focused on finance, sales operations, and account management functions, with governance established around period close processes, forecast cadence, and stewardship of master financial data. The project emphasized application level configuration and process alignment typical for ERP Financial deployments, rather than bespoke integrations or custom platform reengineering.
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MetaSource HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| JobMatch | Legacy | JobMatch ApplicantPro | Applicant Tracking System | HCM | n/a | 2015 | 2015 |
In 2015 MetaSource deployed JobMatch ApplicantPro as its Applicant Tracking System on its website, embedding application intake and job posting capabilities directly into its public careers pages. The decision placed JobMatch ApplicantPro at the center of the company recruiting stack for Talent Acquisition and HR teams across the United States, providing a consistent candidate entry point on the corporate site.
JobMatch ApplicantPro was configured to support core Applicant Tracking System workflows including job requisition publishing, online application capture, candidate profile management, and pipeline stage tracking. The implementation included resume intake and parsing, configurable screening questions, and automated candidate communication templates, aligning the application flow with recruiting workflows and interview orchestration.
Operationally the deployment emphasized career site integration, routing inbound applications into centralized recruiting queues used by HR and hiring managers. Governance focused on standardized requisition-to-hire workflows and role-based access for recruiters and hiring managers, with the Applicant Tracking System instrumenting candidate status and handoffs within MetaSource recruiting processes.
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MetaSource 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 | 2020 | 2020 |
In 2020, MetaSource deployed Hubspot Live Chat on its public website. The implementation uses Hubspot Live Chat, categorized as Chatbots and Conversational AI, to provide a persistent web chat widget for real-time visitor engagement and inbound inquiry capture. Functional capabilities implemented align with the Chatbots and Conversational AI category and include conversational routing, canned response libraries, session transcript capture, and lead capture workflows for marketing and sales qualification. The deployment is web-facing and scoped to the corporate site, instrumenting visitor intent signals and chat session metadata for downstream follow up.
Operational coverage centers on marketing and sales functions, enabling live qualification of prospects, handoff to human agents, and capturing chat transcripts for contact enrichment. Governance and process elements typical for this implementation include scripted messaging playbooks, response SLAs, and monitoring of chat volume and session quality to operationalize conversational interactions. MetaSource Hubspot Live Chat Chatbots and Conversational AI supports customer engagement and demand generation on the company website.
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MetaSource Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2018 | 2018 |
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MetaSource 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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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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MetaSource ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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MetaSource PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2018 | 2018 |
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MetaSource 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at MetaSource
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Chief Financial Officer | CXO | Finance | ||||
| Finance Planning & Analysis Manager | Manager | Finance |
Apps Being Evaluated by MetaSource Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-02 | MetaSource | Evaluated | Microsoft | Microsoft Dynamics AX Payroll Module | Payroll | HCM |