AI Buyer Insights:

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

Milestone Information Solutions
Location
495 W Laurel Rd,
Bellingham, 98226, WA,
United States
Website
https://www.milestoneis.com/
Phone
1 360-734-3387
Artw industry
Professional Services
Employee
Revenue

Milestone Information Solutions Technographics

Milestone Information Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Milestone Information Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Milestone Information Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

Milestone Information Solutions has purchased the following applications: Hubspot Live Chat for Chatbots and Conversational AI in 2020, Microsoft 365 for Collaboration in 2016, Zoominfo Platform for Account Based Marketing in 2023 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Milestone Information Solutions is running and its propensity to invest more and deepen its relationship with HubSpot , Microsoft , Zoominfo 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 Milestone Information Solutions revenues, which have grown to $1.0 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 Milestone Information Solutions 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.

Milestone Information Solutions Tech Stack and Enterprise Applications

Milestone Information Solutions 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, Milestone Information Solutions deployed Hubspot Live Chat on its public website. Hubspot Live Chat is used as a Chatbots and Conversational AI capability to manage real-time visitor interactions, present automated welcome messages, and perform initial lead qualification through form capture and scripted prompts. The deployment is an embedded web chat implementation configured to capture contact data, surface contextual conversation history, and route conversations into the company Hubspot inbox for follow up. Operational scope is focused on customer-facing sales and marketing functions at the company website, with governance centered on standardized response templates, chat routing rules, and inbox assignment to ensure consistent handling of inbound inquiries.
Milestone Information Solutions Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
In 2016, Milestone Information Solutions implemented Microsoft 365 to establish a unified Collaboration platform for its professional services operations. The Microsoft 365 deployment is visible on the company website and serves as the primary collaboration layer for internal communications and document sharing across the firm. The Microsoft 365 implementation focused on standard collaboration capabilities common to the Collaboration category, including cloud email and calendaring, team chat and meeting tools, cloud document storage and sharing, and browser accessible intranet content. Configuration work included tenant provisioning, domain setup for corporate email, user account and license assignments aligned to a small company profile, and basic OneDrive and SharePoint site structures to support project files and knowledge management. Operationally the implementation was applied firmwide for Milestone Information Solutions, covering core business functions such as project delivery, internal communications, and client correspondence. Governance elements inferred from the deployment include centralized account administration, role based access controls, and platform configuration maintained at the tenant level, while the website presence indicates Microsoft 365 authentication and collaboration artifacts are surfaced to public facing touchpoints.
Milestone Information Solutions CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoominfo Legacy Zoominfo Platform Account Based Marketing CRM n/a 2023 2023
In 2023, Milestone Information Solutions deployed Zoominfo Platform on their website as a core Account Based Marketing capability. The Zoominfo Platform deployment is instrumented directly on the public site to enable prospect enrichment, firmographic and contact data capture, and account list construction to support targeted outreach for a small professional services firm. Operational ownership is concentrated within marketing with supporting input from sales, reflecting the companys ten person structure. Implementation included configuration of data capture workflows and list segmentation typical of Account Based Marketing solutions, and governance focuses on centralized data stewardship, access controls, and process ownership for web lead enrichment and ABM campaign orchestration using the Zoominfo Platform.
CRM CRM 2020 2020
Marketing Automation CRM 2020 2020
Milestone Information Solutions ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Remote Monitoring and Management ITSM 2016 2016
Milestone Information Solutions IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Milestone Information Solutions

First Name Last Name Title Function Department Email Phone
Owner & President CXO Finance
Sales and Customer Support Manager Manager Customer Service
Show All Contacts

Apps Being Evaluated by Milestone Information Solutions Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Milestone Information Solutions IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Milestone Information Solutions digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Milestone Information Solutions Technographics
Milestone Information Solutions is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Milestone Information Solutions operates a diverse technology stack with applications such as Hubspot Live Chat, Microsoft 365 and Zoominfo Platform, covering areas like Chatbots and Conversational AI, Collaboration and Account Based Marketing.
Milestone Information Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as HubSpot, Microsoft and Zoominfo.
Milestone Information Solutions recently adopted applications including Zoominfo Platform in 2023, Google Cloud Platform (GCP) in 2021 and Hubspot Live Chat in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Milestone Information Solutions’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Milestone Information Solutions’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 Milestone Information Solutions technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.