Calabasas, 91301, CA,
United States
OSI Consulting Technographics
OSI Consulting Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by OSI Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1400 OSI Consulting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
OSI Consulting has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2020, Microsoft 365 for Collaboration in 2018, Oracle Netsuite Bronto 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 OSI Consulting is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Constant Contact 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 OSI Consulting revenues, which have grown to $300.0 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 OSI 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.
OSI Consulting Tech Stack and Enterprise Applications
OSI Consulting ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Microsoft Dynamics GP | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2020 | 2021 |
In 2020, OSI Consulting implemented Oracle Cloud ERP. The deployment replaced Microsoft Dynamics GP and targeted the ERP Financial category, bringing Oracle Cloud SaaS modules into core finance operations to support business growth and standardization.
The program began with a definition of the initial value proposition and detailed process design, followed by configuration of core financial modules. OSI implemented Oracle Cloud ERP financial capabilities including general ledger, accounts payable, accounts receivable, fixed asset accounting, and financial reporting, and integrated the solution with existing applications to preserve operational continuity.
Governance emphasized process redesign and a phased rollout across finance and accounting functions while avoiding expansion of the in house IT team. All modules were implemented on time and within budget, yielding a much larger IT footprint with a marginal increase in costs, and adoption of industry best practice in key areas that forms a firm foundation for future business growth.
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OSI Consulting Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, OSI Consulting implemented Microsoft 365 for Collaboration. The deployment established Microsoft 365 as the primary cloud productivity and collaboration suite for OSI Consulting, supporting email, document management, and team communication.
The implementation was provisioned as a Microsoft 365 SaaS tenant with centralized administration and Azure Active Directory identity and access control. Core functional modules included Exchange Online for email, SharePoint Online for intranet and document management, OneDrive for user file synchronization, Microsoft Teams for chat and meetings, and Office desktop and web applications. Configuration work emphasized tenant level policy controls, information architecture, and content lifecycle settings aligned to Collaboration category workflows.
The Microsoft 365 deployment was oriented to support professional services delivery, project teams, and corporate support functions across OSI Consulting in the United States. Governance centered on centralized admin roles, policy driven access management, and phased adoption across business functions to standardize collaboration and document workflows.
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OSI Consulting CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite Bronto Marketing Platform | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018, OSI Consulting implemented Oracle Netsuite Bronto Marketing Platform and deployed the service on its public website. OSI Consulting uses Oracle Netsuite Bronto Marketing Platform, classified under Marketing Automation, to support marketing and digital engagement functions for its professional services organization.
The implementation leverages category-aligned capabilities of the Oracle Netsuite Bronto Marketing Platform, including campaign management, email marketing, list management, segmentation, personalization, automation workflows, and tracking for campaign performance. Configuration emphasis is placed on templated email campaigns, triggered communications linked to on-site events, and segmentation rules to target client and prospect cohorts.
The deployment is embedded on the company website for on-site capture, subscription management, and event-triggered communications, providing a digital engagement layer that connects web interactions to outbound messaging. Operational coverage is focused on the corporate marketing team and digital delivery teams, using the platform to orchestrate cross-channel email and web engagement activities.
Governance processes implemented include campaign approval workflows, role-based access control for marketing assets, and list hygiene policies to manage subscription and suppression lists. The narrative centers on OSI Consulting Oracle Netsuite Bronto Marketing Platform Marketing Automation supporting marketing and digital engagement business functions without supplemental details about external system integrations.
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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OSI 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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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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2021 | 2021 |
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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 OSI Consulting
Apps Being Evaluated by OSI Consulting Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||