San Francisco, 94107, CA,
United States
Philz Coffee Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Philz Coffee and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Philz Coffee employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Philz Coffee has purchased the following applications: Expensify Invoices for AP Automation in 2014, Intertek Wisetail LMS for Learning and Development in 2019, Google Workspace (Formerly Google G-Suite) for Collaboration in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Philz Coffee is running and its propensity to invest more and deepen its relationship with Expensify , Oracle , Intertek 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 Philz Coffee 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 Philz Coffee 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Expensify | Legacy | Expensify Invoices | AP Automation | ERP Financial Management | n/a | 2014 | 2014 |
In 2014, Philz Coffee deployed Expensify Invoices as part of an AP Automation initiative to streamline expense reporting, corporate AMEX reconciliation and NetSuite exports. The implementation positioned Expensify Invoices as the central expense and invoice capture layer, with configuration focused on expense report automation and structured NetSuite export workflows to support accounts payable and accounts receivable processing inferred from the case study and Expensify invoicing capabilities.
Operational scope centered on the corporate finance team in the United States, where the system automated reconciliation of corporate AMEX transactions and standardized export formats for NetSuite posting. Configuration and workflow design emphasized automated capture, approval routing and export orchestration consistent with AP Automation functional patterns, and the finance organization reported a reduction in processing time from days to hours in the United States.
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ERP Financial | ERP Financial Management |
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2013 | 2013 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intertek | Legacy | Intertek Wisetail LMS | Learning and Development | HCM | n/a | 2019 | 2019 |
In 2019 Philz Coffee deployed Intertek Wisetail LMS on its website to support corporate learning initiatives, aligning the implementation with its Learning and Development needs. The deployment targeted the retailer operating in the United States and was positioned to serve an employee base of approximately 700 staff, with delivery and enrollment managed through the company website.
The Intertek Wisetail LMS implementation emphasized core Learning and Development capabilities including course management, content authoring, learning paths, assessments, and reporting. Configuration work focused on web based content delivery and user segmentation, enabling differentiated learning tracks for store staff and supervisory roles while preserving centralized course catalog control.
Operational governance concentrated on centralized content ownership within corporate training, manager driven enrollment workflows, and platform administration from a single web accessible instance. The implementation used Intertek Wisetail LMS as the primary learning platform embedded on the Philz Coffee site, providing a consistent delivery layer for compliance and skills training without recorded third party system integrations.
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Workforce Scheduling | HCM |
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2019 | 2019 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2011 | 2011 |
In 2011, Philz Coffee implemented Google Workspace (Formerly Google G-Suite) to centralize employee email and productivity across corporate and store teams. The deployment is cataloged in the Collaboration category and uses Google Workspace (Formerly Google G-Suite) to deliver Gmail, Google Calendar, Google Drive and Docs as core modules for domain based account provisioning and document collaboration.
The implementation is surfaced on the public website, where Google Workspace is used to support company email flows and web contact routing while linking corporate accounts to the company domain. Administration is handled through centralized account provisioning and access controls, enabling business functions including operations, retail coordination and marketing with standard collaboration workflows such as shared document editing, calendar scheduling and internal communication.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Intelligent Document Processing | Content Management |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2011 | 2011 |
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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