Pivotal Solutions
17 Barstow Plaza, Suite 306,
Great Neck, 11021, NY,
United States
Great Neck, 11021, NY,
United States
1 516-472-0749
Professional Services
Pivotal Solutions Technographics
Pivotal Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pivotal Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Pivotal Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pivotal Solutions has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Microsoft 365 for Collaboration in 2019, Automattic Jetpack CRM for CRM in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pivotal Solutions is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Automattic 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 Pivotal Solutions 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 Pivotal Solutions 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.
Pivotal Solutions Tech Stack and Enterprise Applications
Pivotal Solutions ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Pivotal Solutions implemented Oracle NetSuite ERP. The Oracle NetSuite ERP deployment targeted ERP Financial functions for the firm's finance and accounting organization within the 50‑person professional services firm, centralizing transaction processing and financial recordkeeping under a single cloud application.
Configuration emphasized core financial modules aligned with the ERP Financial category, including general ledger, accounts payable, accounts receivable, billing, fixed asset accounting, cash management, and financial reporting. Configuration tasks focused on chart of accounts design, transaction validation rules, automated billing templates, and mapping of financial statements to standard accounting workflows.
The implementation used Oracle NetSuite ERP as a cloud SaaS application provisioned for the organization and configured for the companys single legal entity accounting structure and service revenue patterns. Operational coverage concentrated on finance and accounting teams, with role based permissions established for transaction entry, approval routing, and month end close activities.
Governance work included documenting month end close procedures, establishing role based access controls, instituting change control for financial configuration, and creating system based accounting policy documentation. The rollout followed a phased approach beginning with core GL AP AR and billing modules, then extending configuration to reporting and fixed assets, reinforced by training and process alignment to support adoption.
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Pivotal Solutions Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Pivotal Solutions implemented Microsoft 365 to establish cloud based Collaboration across the organization. Pivotal Solutions Microsoft 365 Collaboration supports internal communication and document management business functions for the professional services firm of approximately 50 employees.
The deployment centers on standard Microsoft 365 services including Exchange Online for email, Teams for synchronous communication and meetings, SharePoint Online for team sites and document libraries, OneDrive for user file sync, and Office desktop and web apps for authoring. The implementation uses a single Microsoft 365 tenant with centralized tenancy administration and license management tailored to a 50 person environment. Configuration emphasis included SharePoint site architecture, Teams channel taxonomy, and user provisioning workflows.
Governance is executed through the Microsoft 365 admin center with role based administration to manage users and group membership, and tenant level policy controls to standardize collaboration behavior. Operational coverage spans firmwide collaboration needs and internal workflows, and the Microsoft 365 implementation is referenced on the company website.
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Pivotal Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2014 | 2014 |
In 2014, Pivotal Solutions implemented Automattic Jetpack CRM on their website. The professional services firm with 50 employees configured Automattic Jetpack CRM as its primary CRM to centralize contact records and capture inbound leads through the site.
The implementation emphasized core CRM functionality, including contact management, pipeline management, email communications, and web lead capture forms. Automattic Jetpack CRM was configured to maintain client records, track opportunity stages, and segment contacts to support business development and client service workflows.
Deployment is website embedded, with the CRM operated from the site front end to support sales and client services teams across the organization. Operational coverage centers on sales, business development, and service delivery functions, using the CRM for client intake, follow up, and ongoing account notes.
Governance established a single source of truth for customer data, role based access controls, and standardized intake and data hygiene workflows. Rollout was managed through site level configuration and user provisioning, aligning CRM processes with sales and project delivery routines.
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Pivotal Solutions IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
|
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Pivotal Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Managing Partner | Manager | Finance | |
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Director of Recruitment | Director | HR | |
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Apps Being Evaluated by Pivotal Solutions Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pivotal Solutions IT executives and key decision makers. This section highlights Pivotal Solutions's latest recorded technology evaluations, including Applied Epic for Agency Management on 2025-02-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pivotal Solutions digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-02-19 | Pivotal Solutions | Evaluated | Applied Systems | Applied Epic | Agency Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Pivotal Solutions Technographics
Pivotal Solutions is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Pivotal Solutions operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and Automattic Jetpack CRM,
covering areas like ERP Financial, Collaboration and CRM.
Pivotal Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Automattic.
Pivotal Solutions recently adopted applications including
Microsoft 365 in 2019, Oracle NetSuite ERP in 2015 and Automattic Jetpack CRM in 2014,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Pivotal Solutions’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Pivotal Solutions’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 Pivotal Solutions technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.