OnPlan Consulting
1887 Main Street, Suite 201,
Washougal, 98671, WA,
United States
Washougal, 98671, WA,
United States
1 844-662-1262
Professional Services
OnPlan Consulting Technographics
OnPlan Consulting Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OnPlan Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 OnPlan Consulting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
OnPlan Consulting has purchased the following applications: Microsoft 365 for Collaboration in 2015, HubSpot CMS for Web Content Management in 2021, Funnelytics for Customer Analytics 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 OnPlan Consulting is running and its propensity to invest more and deepen its relationship with Microsoft , HubSpot , Funnelytics 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 OnPlan Consulting revenues, which have grown to $5.0 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 OnPlan Consulting 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.
OnPlan Consulting Tech Stack and Enterprise Applications
OnPlan Consulting Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, OnPlan Consulting deployed Microsoft 365 as its primary Collaboration platform. The 25 employee United States professional services firm provisioned Microsoft 365 to support internal collaboration, client-facing document workflows, and email across its consulting teams, and public website source code references indicate Microsoft 365 assets are in use on the company website.
The implementation leverages standard Microsoft 365 capabilities, including Exchange Online for corporate email, SharePoint Online for team sites and document management, OneDrive for individual file sync, Microsoft Teams for chat and meetings, and Office desktop and web applications for content creation. Microsoft 365 tenant configuration focused on user provisioning, mailbox setup, site collections and Teams channel structures aligned to project delivery and client engagement workflows.
Operational governance is centralized at the tenant level with administrative controls and role based group membership to manage access for consulting, operations and client-facing staff. Identity and access are managed through Microsoft 365 identity services to enable single sign on and basic directory based provisioning, and the implementation scope covers all staff and project teams rather than a partial departmental pilot.
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OnPlan Consulting Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | HubSpot CMS | Web Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, OnPlan Consulting implemented HubSpot CMS. The implementation uses HubSpot CMS as the primary website content platform for OnPlan Consulting, a 25-employee professional services firm based in the United States, and it is categorized under Web Content Management to manage public site hosting and editorial workflows.
Configuration centers on standard Web Content Management capabilities within HubSpot CMS, including template-driven page authoring, responsive theme management, a drag-and-drop page editor, blog and landing page modules, form-based lead capture, and built-in SEO and publishing workflows. The implementation leverages HubSpot CMS as a hosted SaaS environment to centralize content, digital assets, and a consistent design system for site pages and marketing landing experiences.
Operational ownership is aligned to marketing and web operations, with governance set for small-team editorial control, role-based access, page staging, and version management to support publishing approvals and content lifecycle management. HubSpot CMS is used to manage site updates, SEO configuration, and lead capture workflows within the Web Content Management platform for OnPlan Consulting.
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OnPlan Consulting CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Funnelytics | Legacy | Funnelytics | Customer Analytics | CRM | n/a | 2019 | 2019 |
In 2019, OnPlan Consulting implemented Funnelytics for Customer Analytics on its public website. The deployment focuses on embedding Funnelytics tracking and visual funnel maps into site pages to capture conversion paths and session-level interactions, supporting marketing and demand generation workflows.
Configuration centers on funnel mapping, conversion tracking, audience segmentation, and on-page click visualization delivered through Funnelytics dashboards, with instrumentation implemented via page-level tags and mapped user journeys. Operational ownership is concentrated in the marketing function, with governance practices oriented around consistent tagging and naming conventions, periodic audit of funnel definitions, and use of Funnelytics outputs for campaign planning and lead flow analysis.
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Customer Experience | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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OnPlan Consulting 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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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at OnPlan Consulting
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Founder and Managing Partner | CXO | Finance | |
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Partner | Manager | Finance | |
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Practice Director | Director | Finance | |
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Apps Being Evaluated by OnPlan Consulting Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from OnPlan Consulting IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the OnPlan Consulting digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD OnPlan Consulting Technographics
OnPlan Consulting is a Professional Services organization based in United States,
with around 25 employees and annual revenues of $5.0 million.
OnPlan Consulting operates a diverse technology stack with applications such as
Microsoft 365, HubSpot CMS and Funnelytics,
covering areas like Collaboration, Web Content Management and Customer Analytics.
OnPlan Consulting has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, HubSpot and Funnelytics.
OnPlan Consulting recently adopted applications including
HubSpot CMS in 2021, Hubspot Marketing Automation in 2021 and Cloudflare CDN in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of OnPlan Consulting’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates OnPlan Consulting’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 OnPlan Consulting technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.