Newforma
1750 Elm St,
Manchester, 3104, NH,
United States
Manchester, 3104, NH,
United States
1 877-875-8252
Professional Services
Newforma Technographics
Newforma Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Newforma and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Newforma employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Newforma has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2007, Salesforce Chat (formerly Salesforce Live Agent) for Chatbots and Conversational AI in 2016, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Newforma is running and its propensity to invest more and deepen its relationship with Oracle , Salesforce , Microsoft 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 Newforma revenues, which have grown to $64.0 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 Newforma 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.
Newforma Tech Stack and Enterprise Applications
Newforma ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2007 | 2007 |
In 2007, Newforma implemented Oracle NetSuite ERP. The implementation targeted ERP Financial capabilities to centralize accounting workflows and support daily reconciliation of key operating accounts, including recording credits and debits, saving and reviewing transaction data, and creating various journal entries to adjust the General Ledger.
Configuration emphasized General Ledger controls, journal entry processing, and transaction data management within Oracle NetSuite ERP, with workflows to capture transactional postings and drive daily reconciliations of operating accounts. Operational ownership rests with the corporate finance and accounting teams, who execute recording, review, and booking routines inside the ERP Financial system and operate approval gates for GL adjustments while codifying daily reconciliation procedures as part of governance and process controls.
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Newforma AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Chat (formerly Salesforce Live Agent) | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
In 2016, Newforma deployed Salesforce Chat, formerly Salesforce Live Agent, as a customer-facing web chat capability. The implementation is categorized under Chatbots and Conversational AI and was embedded on Newforma's public website to support synchronous engagement with prospects and clients, directing inquiries to internal staff via the Salesforce Chat console. The rollout targeted client services and sales functions, establishing real time chat as a primary inbound engagement channel on key site pages.
Configuration work concentrated on the web chat widget, session routing and queue management, agent console settings, transcript capture and visitor context enrichment to align with professional services engagement workflows. Salesforce Chat was set to surface chat transcripts and engagement context to internal users, enabling handoffs into existing client communication procedures. Operational governance emphasized queue ownership, response procedures and staged activation across pages to control adoption and maintain consistent service levels.
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Newforma Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Newforma implemented Microsoft 365 as its Collaboration platform. Newforma's website explicitly references Microsoft 365, indicating adoption of the Microsoft 365 suite to support collaboration across the company. Microsoft 365 is positioned to support collaboration and document-centric workflows for Newforma's professional services business function.
The implementation follows common Microsoft 365 cloud architecture patterns, leveraging Exchange Online email, SharePoint Online content services, Teams collaboration, and Office productivity applications to centralize communication, file sharing, and project-related document management. Deployment scope covers corporate and project teams within Newforma in the United States, consolidating collaboration, knowledge sharing, and standard productivity workflows under the Microsoft 365 platform.
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Online Meeting Scheduling | Collaboration |
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2021 | 2021 |
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Newforma CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2007 | 2007 |
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Customer Experience | 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 Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2020 | 2020 |
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Newforma ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2019 | 2019 |
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Newforma 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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Newforma 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Newforma CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Newforma
| First Name | Last Name | Title | Function | Department | Phone | |
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CEO | CXO | Finance | |
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Vice President of Marketing | VP | Marketing | |
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Vice President of Finance | VP | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Co-founder / Executive Vice President - Strategy | CXO | Finance | |
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Director Business Development | Director | Finance | |
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Accounts Receivable, Collections Specialist | Manager | Finance | |
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Accounting Manager | Manager | Finance | |
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CFO/COO | CXO | Finance | |
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Apps Being Evaluated by Newforma Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Newforma IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Newforma digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Newforma Technographics
Newforma is a Professional Services organization based in United States,
with around 200 employees and annual revenues of $64.0 million.
Newforma operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Salesforce Chat (formerly Salesforce Live Agent) and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Newforma has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Salesforce and Microsoft.
Newforma recently adopted applications including
Calendly in 2021, Hotjar in 2021 and Microsoft Clarity in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Newforma’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Newforma’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 Newforma technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.