Otis McAllister, Inc.
300 Frank H Ogawa Plaza, Suite 400,
Oakland, 94612, CA,
United States
Oakland, 94612, CA,
United States
1 415-421-6010
Retail
Otis McAllister, Inc. Technographics
Otis McAllister, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Otis McAllister, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Otis McAllister, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Otis McAllister, Inc. has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Microsoft 365 for Collaboration in 2017, Hubspot Marketing Automation for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Otis McAllister, Inc. is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , HubSpot 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 Otis McAllister, Inc. revenues, which have grown to $12.0 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 Otis McAllister, Inc. 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.
Otis McAllister, Inc. Tech Stack and Enterprise Applications
Otis McAllister, Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, Otis McAllister, Inc. implemented Oracle NetSuite ERP as its ERP Financial platform. The deployment established a cloud SaaS instance configured to centralize finance and accounting for the retail business, including transactional processing, month end close, and statutory reporting workflows. The implementation targeted a single United States legal entity and small enterprise footprint, aligning chart of accounts and fiscal calendars with corporate reporting requirements. The Oracle NetSuite ERP instance was provisioned with role based security and tenant configuration to support finance users and accounting administrators.
Configuration focused on core ERP Financial modules common to the category, including general ledger, accounts payable, accounts receivable, fixed assets, and financial reporting, with automated journal processing and period close controls. Oracle NetSuite ERP was used to instrument approval workflows, audit trails, and user access governance to strengthen financial controls and streamline close cadence. The rollout emphasized process standardization across finance and accounting functions, with configuration of custom workflows for invoice approvals and reconciliations. Operational ownership rested with corporate finance and accounting teams who managed chart of accounts configuration, period close procedures, and user role governance.
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ERP Financial | ERP |
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2019 | 2019 |
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Otis McAllister, Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Otis McAllister, Inc. deployed Microsoft 365 as its Collaboration platform. The deployment supports a roughly 100 person retail organization and centralizes core productivity and communication functions, positioning Microsoft 365 to handle email, document management, and team collaboration across the business.
The implementation leverages Microsoft 365 components common to the Collaboration category, including Exchange Online for mail, Microsoft Teams for real-time chats and meetings, and SharePoint and OneDrive for document storage and intranet-style content. The company website references Microsoft 365 assets, indicating use of Microsoft 365 in both externally visible site elements and internal productivity workflows. Governance and operational controls are aligned with Collaboration best practices, focusing on centralized account provisioning, group-based access control, and document sharing policies to manage cross-department collaboration within the retail organization.
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Otis McAllister, Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Marketing Automation | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Otis McAllister, Inc. deployed Hubspot Marketing Automation to instrument its retail website. The implementation positions Hubspot Marketing Automation as the central Marketing Automation platform for digital lead capture, on-site behavior tracking, and campaign orchestration.
Configuration focused on embedded on-site forms, tracking scripts, email campaign workflows, and a centralized contact repository used for segmentation and automated nurturing. Standard functional modules of Hubspot Marketing Automation were applied, including form and landing page builders, workflow automation, email sequencing, and performance dashboards to support repeatable campaign execution. The implementation emphasizes marketing channel automation and customer lifecycle orchestration consistent with the Marketing Automation category.
Operational ownership is held by the marketing team which manages campaign creation, segmentation, and the editorial calendar while technical ownership maintains tracking code and site integration. Governance was structured around role based access and content approval processes to preserve brand controls for promotions and communications. The deployment is directly integrated with the company website through embedded forms and tracking, enabling contact capture and behavioral segmentation inside Hubspot Marketing Automation.
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Otis McAllister, Inc. 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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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at Otis McAllister, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Information Officer and Senior Operations Manager | Manager | IT | |
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Director of Retail Sales | Director | Finance | |
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Director; Sales & Product Development | Director | Sales | |
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Chief Financial Officer | CXO | Finance | |
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Acccounts Receivable Manager | Manager | Finance | |
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Chief Operating Officer | CXO | Finance | |
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Apps Being Evaluated by Otis McAllister, Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Otis McAllister, Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Otis McAllister, Inc. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Otis McAllister, Inc. Technographics
Otis McAllister, Inc. is a Retail organization based in United States,
with around 100 employees and annual revenues of $12.0 million.
Otis McAllister, Inc. operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and Hubspot Marketing Automation,
covering areas like ERP Financial, Collaboration and Marketing Automation.
Otis McAllister, Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and HubSpot.
Otis McAllister, Inc. recently adopted applications including
Hubspot Marketing Automation in 2020, Microsoft Dynamics 365 Business Central in 2019 and Microsoft 365 in 2017,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Otis McAllister, Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Otis McAllister, Inc.’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 Otis McAllister, Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.