Probitas Partners
425 California Street, Suite 2300,
San Francisco, 94104, CA,
United States
San Francisco, 94104, CA,
United States
1 AÂ 415-402-0700
Communications
Probitas Partners Technographics
Probitas Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Probitas Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 Probitas Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Probitas Partners has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2009, Zoom for Audio Video and Web Conferencing in 2021, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Probitas Partners is running and its propensity to invest more and deepen its relationship with Oracle , Zoom Video Communications , Microsoft 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 Probitas Partners revenues, which have grown to $7.0 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 Probitas Partners 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.
Probitas Partners Tech Stack and Enterprise Applications
Probitas Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2009 | 2009 |
In 2009, Probitas Partners implemented Oracle NetSuite ERP to centralize its accounting and finance operations. The deployment positioned Oracle NetSuite ERP as the ERP Financial backbone for the US communications firm, consolidating core financial processes under a single cloud-based application.
The implementation focused on standard ERP Financial modules, including general ledger, accounts payable, accounts receivable, billing and revenue management, cash management, fixed asset accounting, and financial reporting. Configuration work included a harmonized chart of accounts, period close workflows, revenue recognition controls, and role based access to support finance and accounting teams.
The solution leveraged Oracle NetSuite ERP cloud architecture, using native configurable workflows and role permissions to enforce segregation of duties and audit trails. Integrations followed common ERP patterns, implemented through APIs and connectors to banking feeds, payroll sources, and operational systems where required, enabling automated transaction flows and centralized financial records.
Operational ownership sat with finance and accounting, with the implementation driving standardized month end close procedures and centralized financial reporting. Governance emphasized process documentation, controlled configuration changes, and user access governance to maintain compliance and financial control.
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Probitas Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Probitas Partners implemented Zoom for Audio Video and Web Conferencing. Zoom is embedded on the Probitas Partners public website to provide client-facing meeting joins and virtual consultation entry points for external stakeholders.
The implementation leverages Zoom Video Communications cloud-hosted conferencing capabilities, configured for scheduled meetings, screen sharing, recording, and webinar-style presentations consistent with Audio Video and Web Conferencing functionality. Named application Zoom is provisioned for company-wide use across core business functions, aligning meeting and collaboration workflows with investor relations, client services, and leadership communications.
Operational integration is focused on the website embedding and public meeting access, with internal account provisioning and scheduled meeting pages to coordinate client interactions. The deployment supports the United States based employee base and centralizes conferencing access through Zoom links published on the corporate site.
Governance is structured around centralized administration and meeting security controls, including access restrictions, meeting passcodes, and recorded session management to standardize usage across teams. Probitas Partners Zoom Audio Video and Web Conferencing usage emphasizes consistent operational controls for external client engagement via the company website.
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Collaboration | Collaboration |
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2015 | 2015 |
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Probitas Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2019 | 2019 |
In 2019, Probitas Partners implemented Exclaimer Cloud Signatures for Office 365. The deployment uses Exclaimer Cloud Signatures for Office 365, categorized as Digital Signing, to centralize email signature management for the firm’s corporate communications and external client correspondence.
The deployment is cloud native and operates against Office 365 mail flow and the Office 365 user directory to apply templated signatures and dynamic user attributes. Functional capabilities implemented include centralized signature templates, role based signature rules, and automated signature application across outbound email, aligning IT configuration with Marketing governance for consistent branding. The operational scope covers company wide email for Probitas Partners, with IT responsible for technical configuration and Marketing owning signature content and approval workflows.
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Probitas Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Probitas Partners 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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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Probitas Partners
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Partner | Manager | Finance | |
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Director | Director | Finance | |
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Vice President Operations | VP | Operations | |
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Apps Being Evaluated by Probitas Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Probitas Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Probitas Partners 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 Probitas Partners Technographics
Probitas Partners is a Communications organization based in United States,
with around 70 employees and annual revenues of $7.0 million.
Probitas Partners operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Zoom and Exclaimer Cloud Signatures for Office 365,
covering areas like ERP Financial, Audio Video and Web Conferencing and Digital Signing.
Probitas Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Zoom Video Communications and Exclaimer.
Probitas Partners recently adopted applications including
Zoom in 2021, Salesforce Sales Cloud in 2021 and Google Cloud Platform (GCP) in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Probitas Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Probitas Partners’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 Probitas Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.