Oportun
2 Circle Star Way,
San Carlos, 94070, CA,
United States
San Carlos, 94070, CA,
United States
1 650-810-8823
Banking and Financial Services
Oportun Technographics
Oportun Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Oportun and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2429 Oportun employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Oportun has purchased the following applications: ADP SmartCompliance for Payroll Tax Compliance in 2018, Microsoft 365 for Collaboration in 2016, Ironclad CLM for Contract Lifecycle Management 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 Oportun is running and its propensity to invest more and deepen its relationship with ADP , UKG , 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 Oportun revenues, which have grown to $1.00 billion 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 Oportun 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.
Oportun Data, Technology Stack, and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP SmartCompliance | Payroll Tax Compliance | HCM | n/a | 2018 | 2018 |
In 2018, Oportun implemented ADP SmartCompliance to centralize its payroll tax compliance processes. ADP SmartCompliance is described here as the core Payroll Tax Compliance application supporting tax filing, remittance orchestration, and invoice reconciliation for payroll operations.
The deployment focused on tax filing and invoicing capabilities typical of Payroll Tax Compliance platforms, including automated tax calculations, electronic filing workflows, tax notice management, and reconciled invoicing. Configuration work centered on aligning bi-weekly payroll runs and annual bonus payroll schedules with ADP SmartCompliance tax posting, and on operationalizing off cycle check handling and W-2 processing within the broader payroll lifecycle.
Integration points referenced in internal operations included payroll posting from Workday into ADP SmartCompliance for tax calculation and invoicing reconciliation, Kronos timekeeping as the source of approved hours, and separate payroll feeds used for 401k administration to John Hancock. These integrations positioned ADP SmartCompliance as the tax compliance ledger for payroll and finance teams, ensuring tax liabilities and ADP SmartCompliance invoicing were reconciled after payroll posts.
Governance and process controls were implemented at the payroll and finance function level, with payroll specialists responsible for prepare review and validate workflows, tax invoice verification in ADP SmartCompliance, and W-2 and correction processing. The implementation emphasized operational controls and reconciliation procedures between payroll processing in Workday and the ADP SmartCompliance Payroll Tax Compliance service to maintain regulatory filing discipline.
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Workforce Management | HCM |
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2015 | 2015 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Oportun implemented Microsoft 365 as a centralized collaboration platform. Public web source code shows Microsoft 365 assets on Oportun's website, indicating enterprise tenant provisioning that extends to web properties and corporate collaboration surfaces.
Oportun's Microsoft 365 deployment aligns with standard Collaboration capabilities, including Exchange Online for enterprise email, SharePoint Online and OneDrive for document management and content sharing, and Microsoft Teams for real time collaboration and meetings. Office desktop and web applications are part of Microsoft 365 productivity tooling, supporting document authoring and co authoring workflows and information exchange across users.
The implementation supports corporate productivity and employee communication across finance, product, operations, and customer service functions for Oportun, reflecting organization wide Collaboration adoption for a 2429 employee base. Governance is structured around centralized tenant administration with role based access and site level content governance under Microsoft 365, enabling standardized collaboration policy and information architecture.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ironclad | Legacy | Ironclad CLM | Contract Lifecycle Management | Content Management | n/a | 2019 | 2019 |
In 2019, Oportun deployed Ironclad CLM as a new Contract Lifecycle Management implementation. The rollout was delivered as an enterprise application project within the companys Enterprise Applications team, focused on formalizing contract and vendor lifecycle processes across procurement, vendor risk and legal workflows.
The Ironclad CLM configuration emphasized core Contract Lifecycle Management capabilities, including a centralized contract repository, authoring and template management, approval routing and lifecycle orchestration, and embedded vendor onboarding assessments. Configuration work paralleled ServiceNow enhancements to intake and case handling, aligning contract approval workflows with Service Requests and Agent Workspace constructs for operational visibility.
Integrations were implemented using SnapLogic as the enterprise service bus, with HTTP and REST API driven connections between Ironclad CLM and the ServiceNow platform, and coordination with Vendorpedia for vendor data and risk signals. The integration architecture supported automated handoffs from vendor onboarding assessments into ServiceNow service records and reporting, and leveraged API patterns for bi directional synchronization of contract metadata.
Governance and process work accompanied the technical implementation, with business owners engaged to gather requirements, coordinate testing and manage production migrations. Implementation governance drew on ITIL processes and established vendor onboarding assessments and contract management workflows to standardize approvals and ongoing vendor risk activities.
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Center | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Partner Relationship Management | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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API Management, iPaaS (Integration Platform as a Service) | PaaS |
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2022 | 2022 |
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Transactional Email | PaaS |
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2018 | 2018 |
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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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2019 | 2019 |
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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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2015 | 2015 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Oportun
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Oportun Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Oportun Technographics
Oportun is a Banking and Financial Services organization based in United States,
with around 2429 employees and annual revenues of $1.00 billion.
Oportun operates a diverse technology stack with applications such as
ADP SmartCompliance, Microsoft 365 and Ironclad CLM,
covering areas like Payroll Tax Compliance, Collaboration and Contract Lifecycle Management.
Oportun has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ADP, Microsoft and Ironclad.
Oportun recently adopted applications including
Zapier Automation Platform in 2022, Salesforce Sales Cloud in 2021 and ServiceNow ITSM in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Oportun’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Oportun’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 Oportun technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.