Primatics Financial
8401 Greensboro Drive Suite 300,
McLean, 22102, VA,
United States
McLean, 22102, VA,
United States
1 703-342-0040
Communications
Primatics Financial Technographics
Primatics Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Primatics Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Primatics Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Primatics Financial has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2006, Oracle Netsuite OpenAir for Professional Services Automation in 2006, Microsoft 365 for Collaboration 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 Primatics Financial is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Zendesk 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 Primatics Financial revenues, which have grown to $85.0 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 Primatics Financial 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.
Primatics Financial Tech Stack and Enterprise Applications
Primatics Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2006 | 2006 |
In 2006, Primatics Financial implemented Oracle NetSuite ERP to consolidate core accounting and financial operations. The deployment targeted the ERP Financial category and was positioned to centralize transaction processing and reporting for the companys finance organization.
The implementation configured core financial modules including general ledger, accounts payable, accounts receivable, billing, fixed assets, and financial reporting. Oracle NetSuite ERP was set up with automated period close workflows, configurable financial reporting structures, and role based access controls to enforce segregation of duties and audit trails.
Operational coverage focused on finance and accounting functions across the organization, with a single chart of accounts and standardized accounting policies enforced through system workflows. Configuration emphasized transaction lifecycle controls, invoice-to-cash and procure-to-pay process standardization, and system level audit logging consistent with ERP Financial best practices.
Governance comprised centralized configuration ownership within the finance organization, documented workflow procedures, and end user training to align operational teams to the new platform. Change control and user provisioning processes were implemented to manage ongoing configuration updates and maintain financial control.
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Primatics Financial ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2006 | 2006 |
In 2006, Primatics Financial implemented Oracle Netsuite OpenAir as its Professional Services Automation solution. The 400 employee communications firm deployed Oracle Netsuite OpenAir to centralize project delivery and services operations across the organization.
Deployment followed a cloud first, multi tenant configuration consistent with Oracle Netsuite OpenAir, with emphasis on project management, resource management, time and expense capture, billing, and project accounting capabilities. Configuration work focused on standardized project templates, timesheet approval workflows, utilization tracking, and role based access controls to align delivery and finance processes.
Operational scope encompassed services delivery, project management, and finance teams, with scheduling and capacity planning integrated into project financial workflows. Governance activity formalized timesheet policies, approval hierarchies, and project lifecycle controls to create repeatable billing and project close processes. Primatics Financial Oracle Netsuite OpenAir Professional Services Automation supports services delivery, project financial management, and resource optimization.
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Primatics Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Primatics Financial implemented Microsoft 365 as its Collaboration platform. Primatics Financial uses Microsoft 365 on their website, integrating cloud hosted productivity and collaboration services into the company digital presence and employee tooling. The deployment established a Microsoft 365 tenant to provision accounts for roughly 400 employees across its United States operations.
Configuration emphasized Collaboration capabilities typical of Microsoft 365, including enterprise email and calendaring, document collaboration and centralized content management, and team communication workflows. The environment was provisioned with centralized identity and access controls, administrative governance for data and sharing policies, and role based user provisioning to support communications and corporate productivity functions. Operational scope included company wide user access, internal knowledge sharing, and embedding Microsoft 365 content into public website pages.
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Primatics Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Support | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Primatics Financial 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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2013 | 2013 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Primatics Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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Director, Business Intelligence | Director | IT | |
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Co-Founder and CTO | CXO | Finance | |
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Co-Founder & Executive Vice President | CXO | Finance | |
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VP, Software Development | VP | IT | |
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VP, Engineering | VP | R&D | |
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Controller | Director | Finance | |
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Apps Being Evaluated by Primatics Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Primatics Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Primatics Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Primatics Financial Technographics
Primatics Financial is a Communications organization based in United States,
with around 400 employees and annual revenues of $85.0 million.
Primatics Financial operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Oracle Netsuite OpenAir and Microsoft 365,
covering areas like ERP Financial, Professional Services Automation and Collaboration.
Primatics Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Microsoft.
Primatics Financial recently adopted applications including
Salesforce Pardot in 2018, Microsoft 365 in 2015 and Zendesk Service in 2013,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Primatics Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Primatics Financial’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 Primatics Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.