OpTerra Energy Services
500 12th Street, Suite 300,
Oakland, 94607, CA,
United States
Oakland, 94607, CA,
United States
1 844-678-3772
Utilities
OpTerra Energy Services Technographics
OpTerra Energy Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OpTerra Energy Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 195 OpTerra Energy Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that OpTerra Energy Services has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2015, Adobe Marketo for Marketing Automation in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems OpTerra Energy Services is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Adobe Systems 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 OpTerra Energy Services revenues, which have grown to $20.0 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 OpTerra Energy Services 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.
OpTerra Energy Services Tech Stack and Enterprise Applications
OpTerra Energy Services ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, OpTerra Energy Services implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The deployment established Intuit Quickbooks Enterprise as the primary accounting backbone for the company, bringing core financial management under a single ERP Financial application for its U.S. operations.
Configuration prioritized standard ERP Financial capabilities, including general ledger configuration, accounts receivable, accounts payable, job costing and period close workflows, with templates and reporting aligned to project billing for a 195 employee utilities firm. Implementation leveraged the finance team’s strong computer skills and prior QuickBooks experience to accelerate chart of accounts design, spreadsheet based data imports and report generation, while applying role based access controls for accounting and project finance users.
Operational scope concentrated on corporate finance, project accounting and billing functions across OpTerra Energy Services, with governance centered on standardized month end procedures, user training and documentation to enforce consistent bookkeeping and invoicing practices. Intuit Quickbooks Enterprise was articulated as the companywide financial record of truth, supporting routine accounting operations and financial reporting for internal stakeholders.
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OpTerra Energy Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, OpTerra Energy Services implemented Microsoft 365 to establish a unified Collaboration platform across the organization. The Microsoft 365 deployment at OpTerra Energy Services provides core Collaboration capabilities to support corporate communications, document management, and team collaboration for the 195 person utilities firm.
The implementation centers on Microsoft 365 services including Exchange Online for email and calendaring, SharePoint Online for intranet and document libraries, OneDrive for Business for personal file synchronization, and Microsoft Teams for chat and meeting collaboration. Configuration work emphasized shared document libraries, co authoring workflows, and permissions based access control consistent with Collaboration platform best practices.
Operational governance for the Microsoft 365 deployment focuses on user provisioning, identity aligned access management, and content lifecycle policies managed by corporate IT, supporting administrative and field staff within the United States. OpTerra Energy Services public web presence references use of Microsoft 365, indicating the application is an embedded component of their corporate productivity and external communication stack.
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OpTerra Energy Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Marketo | Marketing Automation | CRM | n/a | 2014 | 2014 |
In 2014, OpTerra Energy Services deployed Adobe Marketo as its Marketing Automation solution on its website. Adobe Marketo was provisioned to support web-based demand generation and to centralize campaign orchestration for the company marketing function.
The implementation leveraged core Marketing Automation capabilities typical of Adobe Marketo, including web forms and landing pages, nurture email programs, behavioral web tracking, segmentation and lead scoring. Configuration work focused on program templates, tracking tokens for site activity, and reusable email and landing page assets to accelerate campaign execution.
Operational scope centered on the marketing team managing website-driven lead capture and qualification, with governance established around campaign naming, tagging and program schedules to create predictable web-to-lead workflows. OpTerra Energy Services uses Adobe Marketo as a Marketing Automation platform to support marketing and demand generation processes, consolidating web engagement instrumentation and automated nurture flows under a single application.
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OpTerra Energy Services IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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OpTerra Energy Services CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at OpTerra Energy Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Financial Officer | CXO | Finance | |
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Chief Executive Officer | CXO | Finance | |
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Vice President, Operations | VP | Operations | |
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Vice President of Business Development | VP | Sales | |
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Apps Being Evaluated by OpTerra Energy Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from OpTerra Energy Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the OpTerra Energy Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD OpTerra Energy Services Technographics
OpTerra Energy Services is a Utilities organization based in United States,
with around 195 employees and annual revenues of $20.0 million.
OpTerra Energy Services operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Adobe Marketo,
covering areas like ERP Financial, Collaboration and Marketing Automation.
OpTerra Energy Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Adobe Systems.
OpTerra Energy Services recently adopted applications including
Proofpoint Email Security and Protection in 2019, Microsoft 365 in 2015 and Adobe Marketo in 2014,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of OpTerra Energy Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates OpTerra Energy Services’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 OpTerra Energy Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.