AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Preferred Office Technologies Tech Stack and Enterprise Applications

Preferred Office Technologies ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ECi Software Solutions Legacy ECi FMAudit Asset Performance Management ERP Services and Operations n/a 2015 2015
Field Service Management ERP Services and Operations 2015 2015
Preferred Office Technologies AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho SalesIQ Chatbots and Conversational AI AI-Powered Application n/a 2020 2020
In 2020, Preferred Office Technologies implemented Zoho SalesIQ on their website to provide real time visitor engagement and automated chat capabilities. Zoho SalesIQ is deployed as part of the Chatbots and Conversational AI layer supporting the 50 person professional services firm for client inquiries and lead capture through an embedded web widget. The deployment centers on a cloud hosted Zoho SalesIQ implementation with browser based chat widgets and configurable chatbot scripts, using standard conversational workflows such as proactive chat invitations, visitor tracking, canned responses, and chat routing to human agents. Operational ownership sits with sales, customer service, and marketing teams, with governance focused on script version control, escalation rules, and ongoing bot training to align responses with firm service offerings.
Chatbots and Conversational AI AI-Powered Application 2022 2022
Preferred Office Technologies Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) Analytics and BI Analytics and BI n/a 2018 2018
In 2018 Preferred Office Technologies implemented Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) as a targeted Analytics and BI capability. Deployment emphasized a SQL Server centric architecture with SSIS used for extract, transform and load pipelines, SSAS for semantic modeling and analytical cubes, and SSRS for operational and scheduled reporting. Workstreams combined structured SQL Server datasets with spreadsheet-driven datasets to enable variance analysis and monthly result reporting. From August 2018 to February 2019 an intern based in Fort Smith, AR was one of the first staff to learn and apply Microsoft BI technologies, developing detailed spreadsheets to identify trends, help develop forecasts and analyze monthly results. The implementation supported finance and operations functions by enabling trend identification, forecast development and monthly results analysis through a workflow of ETL, semantic modeling and report publication. The narrative centers on configuration of reporting, ETL and analytical modules within Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) and emphasizes hands-on data preparation and ad hoc analysis as primary operational activities.
Preferred Office Technologies Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2021 2021
Preferred Office Technologies Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Enterprise Content Management Content Management 2018 2018
Print Management Content Management 2013 2013
Preferred Office Technologies eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2021 2021
Preferred Office Technologies CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2022 2022
Digital Advertising Platform CRM 2022 2022
Marketing Automation CRM 2022 2022
Sales Automation CRM 2011 2011
Preferred Office Technologies ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Remote Monitoring and Management ITSM 2011 2011
Preferred Office Technologies TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2021 2021
Preferred Office Technologies IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Preferred Office Technologies

First Name Last Name Title Function Department Email Phone
Chief Information Officer CXO IT
Director of Service & Implementation Director Finance
IT Manager Manager IT
CFO CXO Finance
IT Manager, Network Administrator Manager IT
Office Manager Non Manager Operations
President CXO Operations

Apps Being Evaluated by Preferred Office Technologies Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Preferred Office Technologies IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Preferred Office Technologies digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Preferred Office Technologies Technographics
Preferred Office Technologies is a Distribution organization based in United States, with around 50 employees and annual revenues of $5.0 million.
Preferred Office Technologies operates a diverse technology stack with applications such as ECi FMAudit, Zoho SalesIQ and Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting), covering areas like Asset Performance Management, Chatbots and Conversational AI and Analytics and BI.
Preferred Office Technologies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as ECi Software Solutions, Zoho Corp. and Microsoft.
Preferred Office Technologies recently adopted applications including Hubspot Live Chat in 2022, Hubspot CRM in 2022 and HubSpot Ads in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Preferred Office Technologies’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Preferred Office Technologies’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 Preferred Office Technologies technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.