London, CR0 9XP,
United Kingdom
Optivo Technographics
Optivo Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Optivo and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Optivo employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Optivo has purchased the following applications: Infor SunSystems for ERP Financial in 2014, Zoom for Audio Video and Web Conferencing in 2021, Kentico Xperience CMS for Web Content Management in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Optivo is running and its propensity to invest more and deepen its relationship with Infor , Zoom Video Communications , 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 Optivo revenues, which have grown to $350.0 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 Optivo 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.
Optivo Tech Stack and Enterprise Applications
Optivo ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2014 | 2015 |
In 2014, Optivo deployed Infor SunSystems as its ERP Financial platform. The implementation centralized supplier payment operations and managed payment runs to suppliers including cheques, BACS and online payments via Lloyds Link, handling weekly payment runs in excess of £2m.
Infor SunSystems was configured to support core accounts payable workflows, with regular uploads of Excel files from the purchase order platform to capture supplier invoice data for weekly payment processing. Functional capabilities implemented included payment run orchestration, invoice coding and authorisation limit enforcement, corporate credit card reconciliation with coded and signed summaries and receipts, and controls to ensure invoices were paid in line with agreed payment terms.
Operational integrations noted in the implementation included automated data ingestion from the PO platform through Excel file uploads and a bank payment channel integration via Lloyds Link for electronic disbursements. The deployment covered finance and accounts payable teams, supplier relationship management, and coordination with external auditors for year end reporting and information requests, positioning Infor SunSystems as the transactional hub for supplier payments and reconciliations.
Governance and process changes accompanied the technical rollout, including supervision of invoice processing, review and standardization of payment procedures across the organisation, delegated workload management, 1:1 meetings, and annual performance appraisals to maintain operational consistency. Ongoing supplier account reconciliation was maintained to keep a low balance on aged creditors, and the finance team retained responsibility for resolving supplier queries and supporting external audit inquiries.
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Optivo Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Optivo integrated Zoom on its public website to deliver Audio Video and Web Conferencing capabilities. The implementation exposed Zoom meeting and webinar join flows directly through web pages to support customer and resident engagement as well as remote stakeholder sessions.
Deployment focused on browser based conferencing, audio and video meetings, and webinar delivery, leveraging Zoom meeting join widgets and clientless participation to reduce friction for external users. Functional capabilities implemented included real time video, screen sharing, participant management, and embedded scheduling entry points on the site.
Operational coverage centered on the public website and customer facing communications, with use cases oriented to customer service and communications teams hosting informational sessions and consultations. The Zoom application was configured to support both ad hoc meetings and scheduled webinars accessible from the website.
Governance and administration followed standard conferencing controls, with centralized account administration, meeting security settings, and role based host privileges applied to manage external access and compliance risk. Zoom is maintained as Optivo's Audio Video and Web Conferencing solution exposed via the website, with configuration and monitoring managed through the vendor administration console.
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Collaboration | Collaboration |
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2020 | 2020 |
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Optivo Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Kentico Software | Legacy | Kentico Xperience CMS | Web Content Management | Content Management | n/a | 2017 | 2017 |
In 2017, Optivo deployed Kentico Xperience CMS to power its public website and centralize web content operations. Optivo Kentico Xperience CMS Web Content Management implementation focused on structured content management for the housing association, using the application to standardize page templates, media management, content staging, and role based editorial workflows to support frequent updates and consistent resident communications.
Configuration emphasized modular templates, site routing and a hierarchical content tree to maintain brand consistency across the site and accelerate page authoring. The implementation established editorial roles and approval workflows within Kentico Xperience CMS to govern content lifecycle and publishing, assigning operational ownership to Optivo's digital communications and marketing teams. No external system integrations were specified in the available information, and the Kentico Xperience CMS instance served as the primary Web Content Management platform for Optivo's public website.
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Optivo CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Optivo PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Optivo 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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 Optivo
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CFO | CXO | Finance | ||||
| COO | CXO | Finance | ||||
| Head of FP&A | Director | Finance | ||||
| Director of Technology and Transformatio | Director | IT |
Apps Being Evaluated by Optivo Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||