Findlay, 45840, OH,
United States
Plumbline Consulting Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Plumbline Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 84 Plumbline Consulting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Plumbline Consulting has purchased the following applications: Microsoft 365 for Collaboration in 2016, DocuSign eSignature for Digital Signing in 2018, WooCommerce for eCommerce in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Plumbline Consulting is running and its propensity to invest more and deepen its relationship with Microsoft , CodeTwo , DocuSign 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 Plumbline Consulting revenues, which have grown to $10.0 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 Plumbline 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016 Plumbline Consulting deployed Microsoft 365 as its primary Collaboration platform. The company’s public website references Microsoft 365 usage, indicating a cloud based Microsoft 365 tenant provisioned to support core collaboration and communications functions across the firm.
The implementation leveraged standard Collaboration capabilities inside Microsoft 365 including Exchange Online for mail, SharePoint Online for centralized project and document libraries, Microsoft Teams for team chat and meetings, and OneDrive for individual file sync. Configuration work emphasized identity and user provisioning, SharePoint site architecture for project content, and tenant administration and group governance to align Collaboration workflows with professional services delivery across the United States.
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Collaboration | Collaboration |
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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2018 | 2018 |
In 2018, Plumbline Consulting implemented DocuSign eSignature as a Digital Signing solution on its public website. The implementation places DocuSign eSignature at the front end of client-facing workflows to capture signatures for engagement letters, NDAs, and other professional services agreements. This configuration centralizes web-based signature capture and audit trail generation for customer-submitted documents.
Technically the integration uses embedded web signing and hosted signing flows characteristic of Digital Signing platforms, enabling in-browser signature capture, envelope templates, signer authentication, and tamper-evident audit logs. DocuSign eSignature is used to generate template-driven documents, track signing status, and retain signed documents and compliance metadata tied to web-submitted transactions. Operational scope is focused on client-facing business functions, aligning signature orchestration with sales intake and client onboarding workflows while relying on template and workflow controls to enforce consistent governance.
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2015 | 2015 |
In 2015, Plumbline Consulting deployed WooCommerce from Automattic on its public website to enable eCommerce capabilities. The implementation positions WooCommerce as the customer-facing storefront for service offerings and any productized assets hosted on the corporate site, aligning the application with the company’s eCommerce needs.
WooCommerce was implemented as a plugin-based eCommerce layer on the WordPress site, providing standard eCommerce functional modules including product catalog, shopping cart, checkout, order management, coupon management, and configurable tax and shipping rules. Configuration emphasizes catalog and order workflow management consistent with a professional services firm of this size, using the WooCommerce administration interface for product, pricing, and fulfillment settings.
Operational governance is handled through site administrator roles for catalog and order maintenance, while finance and operations staff manage transaction review and reconciliation workflows. The deployment supports online client purchasing and order processing on the corporate website and is maintained as part of Plumbline Consulting’s web operations.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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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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2016 | 2016 |
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