Partners in Performance Technographics
Partners in Performance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Partners in Performance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Partners in Performance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Partners in Performance has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Zoom for Audio Video and Web Conferencing in 2021, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Partners in Performance is running and its propensity to invest more and deepen its relationship with Oracle , 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 Partners in Performance revenues, which have grown to $100.0 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 Partners in Performance 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.
Partners in Performance Tech Stack and Enterprise Applications
Partners in Performance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, Partners in Performance implemented Oracle NetSuite ERP as their ERP Financial platform. The deployment targeted core finance and project accounting functions for the 500 employee professional services firm, consolidating accounting and billing into a single system.
Configuration of Oracle NetSuite ERP centered on standard financial modules, including general ledger, accounts payable, accounts receivable, cash management, fixed assets, revenue recognition, multi-entity consolidation, financial reporting, and project accounting and billing. The implementation emphasized a standardized chart of accounts, automated period close workflows, and role based financial controls to support consistent month end close and statutory reporting.
Operational coverage extended across finance, accounting, project delivery and revenue operations, with transactional finance tasks and project billing processed through Oracle NetSuite ERP. The solution was instrumented to produce centralized invoicing and consolidated financial statements, aligning project revenue with accounting records and supporting project based billing workflows.
Governance and process changes were implemented within Oracle NetSuite ERP to enforce approval workflows, audit trails and segregation of duties, and to formalize accounting policies across finance and project teams. Change management focused on embedding the new period close cadence and approval gates into day to day operations to ensure consistent financial controls.
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Partners in Performance 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, Partners in Performance implemented Zoom for Audio Video and Web Conferencing on its public website. The deployment uses core Zoom meeting and webinar capabilities, including browser and native app access, screen sharing, and session recording to support client engagements and remote delivery. Zoom is embedded on public pages to provide one click meeting access and to surface live event and webinar entry points for external clients.
Operational coverage centers on client-facing professional services teams and engagement managers who use Zoom to run workshops, status meetings, and virtual delivery sessions, while also supporting internal collaboration across distributed teams. The implementation aligns the Audio Video and Web Conferencing category with client engagement and delivery workflows by standardizing session templates, provisioning accounts centrally, and applying consistent meeting security and access patterns. Zoom is therefore positioned as the primary virtual engagement layer between Partners in Performance and external clients, and as a collaboration platform for delivery teams.
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Partners in Performance Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Partners in Performance deployed DocuSign eSignature as a Digital Signing solution on its public website. DocuSign eSignature is embedded to capture client approvals and legally binding signatures for proposals, statements of work, and contract acceptance across client engagement workflows at the professional services firm.
The implementation centers on web-embedded signing flows and centrally managed document templates, enabling consistent signature placement, recipient routing, authentication options, and an auditable signature trail. DocuSign eSignature templates and signing workflows are provisioned to present pre-authorized documents to external recipients, enforcing standard fields and expiration controls to support contract governance.
Operational ownership is aligned to client engagement and legal teams, who maintain templates, routing rules, and authentication settings while the website serves as the external interaction surface. No integrations with other back-office systems are specified in the source, so the observable scope is focused on web-based signature capture, lifecycle traceability, and template governance using DocuSign eSignature for Digital Signing of client-facing contracts.
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Web Content Management | Content Management |
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2021 | 2021 |
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Partners in Performance eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2008 | 2008 |
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Partners in Performance CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Partners in Performance 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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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 Partners in Performance
| First Name | Last Name | Title | Function | Department | Phone | |
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| Competency Manager | Manager | Finance | ||||
| IT Helpdesk Team Leader | Manager | IT | ||||
| Administrator and Facilities Manager | Manager | Operations |
Apps Being Evaluated by Partners in Performance Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||