Broomfield, 80021, CO,
United States
Office Evolution Technographics
Office Evolution Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Office Evolution and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 Office Evolution employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Office Evolution has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2007, Drift AI Chatbot for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Office Evolution is running and its propensity to invest more and deepen its relationship with Oracle , Drift , 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 Office Evolution revenues, which have grown to $7.0 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 Office Evolution 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.
Office Evolution Tech Stack and Enterprise Applications
Office Evolution 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, Office Evolution implemented Oracle NetSuite ERP. The deployment targeted ERP Financial functions to consolidate finance and accounting processes for the 70 employee United States professional services firm.
The Oracle NetSuite ERP implementation configured core financial modules including general ledger, accounts payable, accounts receivable, billing, cash management, fixed assets, and financial reporting. Configuration work emphasized chart of accounts standardization, period close workflows, and automated invoice-to-cash and procure-to-pay process flows, with role-based permissions and approval routing aligned to the company's finance controls.
The deployment used Oracle NetSuite ERP cloud-native SaaS architecture to centralize transactional finance and reduce on-premise infrastructure dependencies. Operational coverage focused on corporate finance, accounting, and billing functions across Office Evolution's United States operations.
Governance and process changes accompanied the rollout, instituting centralized financial controls, audit trails, standardized month-end close procedures, and segregation of duties within finance and operations. Oracle NetSuite ERP was instrumented to support documented workflow approvals and financial reporting processes.
|
Office Evolution AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Office Evolution deployed Drift AI Chatbot on its website as a customer engagement entry point. The deployment uses Drift AI Chatbot to provide a web chat widget for initial visitor engagement, automated qualification, and meeting scheduling, and it is categorized under Chatbots and Conversational AI. The implementation targets front office sales and marketing functions and is embedded directly in the corporate website to route inbound inquiries and capture contact data. This configuration emphasizes conversational flows, intent recognition, scripted responses, and routing rules to escalate to human agents when needed.
Configuration work focused on constructing conversational playbooks, qualification question sets, appointment booking flows, and bot to human handoff logic within the Drift AI Chatbot platform. Operational governance is managed by marketing for content and playbook updates, with sales owning live conversation escalation and follow up. The architecture is a website-embedded chat layer with messaging orchestration handled in the Drift application, and no additional integrations are specified in the source notes.
|
Office Evolution Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Office Evolution deployed Microsoft 365 as its primary Collaboration platform. The Microsoft 365 deployment was provisioned as a cloud tenant to support the firm’s core collaboration and communications needs across approximately 70 employees in a professional services environment.
Functional coverage centers on enterprise email and calendaring, real time meetings and chat, team workspaces and document libraries, cloud file storage, and desktop productivity applications delivered through Microsoft 365. Administration and governance are implemented at the tenant level with centralized user provisioning, role based access controls, and data sharing policies to manage internal collaboration and controlled client file exchange. The company’s website surfaces Microsoft 365 artifacts, indicating the application is used for public facing contact and collaboration touchpoints as well as internal productivity and document management workflows.
|
|
|
|
|
Collaboration | Collaboration |
|
2020 | 2020 |
|
Office Evolution Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Web Content Management | Content Management |
|
2021 | 2021 |
|
Office Evolution CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Call Tracking and Recording | CRM |
|
2013 | 2013 |
|
|
|
|
|
CRM | CRM |
|
2007 | 2007 |
|
|
|
|
|
CRM | CRM |
|
2018 | 2018 |
|
|
|
|
|
Customer Experience | CRM |
|
2018 | 2018 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
Office Evolution PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2016 | 2016 |
|
Office Evolution IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
Office Evolution CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Web Gateways (SWG) | CyberSecurity |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at Office Evolution
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Office Evolution Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||