Denver, 80203, CO,
United States
OrthoFi Technographics
OrthoFi Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OrthoFi and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 OrthoFi employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that OrthoFi has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, Act-On Marketing Platform for Marketing Automation in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems OrthoFi is running and its propensity to invest more and deepen its relationship with Intuit , Sage , Google 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 OrthoFi 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 OrthoFi 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.
OrthoFi Tech Stack and Enterprise Applications
OrthoFi ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, OrthoFi implemented Intuit Quickbooks Enterprise as its ERP Financial system to centralize accounting for its United States professional services operations. The 50 employee firm configured Intuit Quickbooks Enterprise to support core accounting and billing workflows across finance and revenue operations, aligning a standardized chart of accounts, invoicing, and receivable management.
Deployment focused on core financial modules including general ledger, accounts receivable, accounts payable, billing, and financial reporting, with role based access controls and standardized month end close procedures to establish governance. The implementation relied on Quickbooks experience desired by staff and used bank feed interfaces and file based import and export capabilities to reconcile payments, maintain audit trails, and clarify responsibilities across finance and operations teams.
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ERP Financial | ERP |
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2021 | 2021 |
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OrthoFi Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
In 2013, OrthoFi implemented Google Workspace (Formerly Google G-Suite) to establish a centralized Collaboration platform. The deployment provided core modules including Gmail, Calendar, Drive, Docs, and Meet to support internal collaboration, document management, and client-facing communication. The company of about 50 employees uses Google Workspace across administrative, operations, and client engagement functions. Google Workspace presence is observable on OrthoFi's website.
Architecturally the deployment follows a cloud-hosted SaaS model, with Google Workspace handling identity, email routing, content storage, and real-time coauthoring. Governance is managed through standard Workspace controls, with user provisioning, access policies, and group management expected to be administered via the Google admin console. No system integrator or third-party implementation partner is recorded for this deployment. OrthoFi Google Workspace (Formerly Google G-Suite) functions as the primary Collaboration solution supporting employee productivity and external communications.
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OrthoFi CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Act-On Software | Legacy | Act-On Marketing Platform | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018 OrthoFi began using Act-On Marketing Platform to centralize Marketing Automation for website-driven lead capture and nurture. The Act-On Marketing Platform is implemented as a cloud-hosted marketing automation layer embedded on the orthofi.com website, using web forms and tracking scripts to instrument visitor behavior and capture prospect data for campaign workflows. Deployment focused on marketing-owned website assets and established core automation infrastructure, including hosted landing pages and email engines, to support ongoing demand generation.
Functional capabilities implemented include campaign automation, lead nurturing sequences, email marketing, list segmentation, landing page management, and campaign-level analytics. Operational scope centered on the marketing and demand generation function at OrthoFi, with governance maintained by the marketing team who defined segmentation rules, campaign workflows, and lead routing processes, aligning Act-On Marketing Platform Marketing Automation with OrthoFi website-based lead orchestration and lead management activities.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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OrthoFi ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2020 |
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OrthoFi PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2014 | 2014 |
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OrthoFi 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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2013 | 2013 |
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Application Hosting and Computing Services | 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at OrthoFi
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| CTO | CXO | Finance | ||||
| VP Finance | VP | Finance | ||||
| VP of Operations | VP | Operations |
Apps Being Evaluated by OrthoFi Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||