Escondido, 92029, CA,
United States
Pro Energy Services Group Technographics
Pro Energy Services Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pro Energy Services Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Pro Energy Services Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pro Energy Services Group has purchased the following applications: MetaViewer for AP Automation in 2020, Microsoft Power BI for Analytics and BI in 2019, Microsoft 365 for Collaboration in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pro Energy Services Group is running and its propensity to invest more and deepen its relationship with MetaViewer , Microsoft , Cloudflare 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 Pro Energy Services Group revenues, which have grown to $35.0 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 Pro Energy Services Group 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.
Pro Energy Services Group Tech Stack and Enterprise Applications
Pro Energy Services Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MetaViewer | Legacy | MetaViewer | AP Automation | ERP | n/a | 2020 | 2021 |
In 2020 Pro Energy Services Group implemented MetaViewer as an AP Automation solution to centralize invoice intake and approval for its accounting organization. The deployment was led by the Accounting Systems Supervisor who served as project lead and primary system approver during rollout and ongoing operations.
The MetaViewer implementation delivered core AP Automation capabilities including invoice capture and routing, approval workflows, and integration points to support AP accruals and general ledger postings. The team executed a MetaViewer upgrade that introduced web access and configured Azure permissions to enable browser-based approval and role based access control across accounting users.
MetaViewer was integrated with Microsoft Dynamics 365 Business Central to synchronize vendor invoices, postings, and financial coding, and the project included testing ERP modifications and customizations to ensure companywide functionality. Operational coverage focused on the AP and accounting departments, with the accounting lead involved in inventory adjustments, monitoring and resolving open purchase order issues, and validating end to end invoice to ledger flows.
Governance changes included formalizing invoice approval responsibilities within MetaViewer, instituting weekly accounting checkpoints, and embedding the accounting supervisor as the primary approver and upgrade owner. The implementation increased invoice processing throughput through AP Automation and improved departmental efficiency, and the company reported a reduction in accounting headcount by two as a direct outcome.
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ERP Financial | ERP |
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2023 | 2023 |
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Pro Energy Services Group Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2019 | 2020 |
In 2019, Pro Energy Services Group implemented Microsoft Power BI as its Analytics and BI platform. The initial deployment targeted cross-functional reporting needs within the 200 person utilities firm, with reporting use cases including timesheet analytics, revenue reporting, inventory and stock balance analysis, and finance reporting sourced from Business Central.
Microsoft Power BI was configured to deliver KPI scorecards and operational dashboards built with Power BI Desktop, using DAX and Power Query for data modeling and transform logic. Functional artifacts delivered include Timesheet Reports, Revenue Report, Stock Balance Reports, finance dashboards sourced from Business Central, and embedded KPI dashboards, alongside companion low-code applications built with Power Apps such as a Timesheet App, Equipment App, and a COVID Screening App.
The implementation architecture integrated Microsoft Power BI with Azure SQL Server where tables, SQL views, and stored procedures were designed to support reporting datasets, and with Microsoft Analysis Services for semantic modeling. SharePoint Lists were created and administered as data sources for Power Apps, and SQL Server Reporting Services was used to produce and modify application reports for the Power Apps. Active Directory and SharePoint based access controls were used to provision user access across the company.
Governance and operational ownership included documenting requirements with stakeholders and partnering with People Insights and People Analytics on core dashboards, with a dedicated BI Developer and Analyst responsible for developing and maintaining BI solutions. The implementation included performance tuning and optimization of SQL code, validation of data integrity and accuracy in Power BI and SSRS reports, and ongoing management of Power Apps and SharePoint as part of the Analytics and BI operational stack.
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Process Mining | Analytics and BI |
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2020 | 2020 |
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Pro Energy Services Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Pro Energy Services Group deployed Microsoft 365 to support Collaboration. The cloud hosted Microsoft 365 tenant was provisioned for the company's US operations covering approximately 200 employees, and the deployment is observable in website instrumentation indicating public facing integration points. Pro Energy Services Group uses Microsoft 365 as its Collaboration platform for enterprise communications and document management.
The implementation centers on core Microsoft 365 services, including Exchange Online email, Microsoft Teams for real time communication, SharePoint Online for intranet and content management, OneDrive for file sync and Office desktop and web applications for productivity. Tenant level governance was applied, with centralized identity and access controls and mobile device management to standardize authentication and endpoint access across corporate and field users. Configuration emphasized role based provisioning, document libraries and collaboration sites to streamline team workflows and external sharing where required. The deployment architecture reflects a cloud first Collaboration approach, with the Microsoft 365 tenancy acting as the primary platform for employee productivity and external collaboration.
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Pro Energy Services Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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Pro Energy Services Group 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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IT Decision Makers and Key Stakeholders at Pro Energy Services Group
Apps Being Evaluated by Pro Energy Services Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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