Salt Lake City, 84106, UT,
United States
Protegrity Technographics
Protegrity Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Protegrity and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Protegrity employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Protegrity has purchased the following applications: Drift AI Chatbot for Chatbots and Conversational AI in 2022, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Protegrity is running and its propensity to invest more and deepen its relationship with Drift , Microsoft , 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 Protegrity revenues, which have grown to $50.0 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 Protegrity 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.
Protegrity Tech Stack and Enterprise Applications
Protegrity AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2022 | 2022 |
In 2022, Protegrity deployed Drift AI Chatbot on its website. The Drift AI Chatbot implementation is categorized under Chatbots and Conversational AI and is positioned to handle web-based customer engagement for the professional services firm.
The implementation emphasizes conversational workflow configuration and automated lead capture, using Drift AI Chatbot capabilities such as scripted dialogs, chat-triggering rules, and session-aware message delivery. Operational ownership is aligned with marketing and sales functions to manage conversational content and escalation paths, while the deployment scope is the public website where the chatbot performs initial customer engagement, qualification, and triage prior to handoff to internal teams.
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Protegrity Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Protegrity implemented Microsoft 365 as its Collaboration platform and is using Microsoft 365 components on its public website. The Microsoft 365 deployment delivers cloud-hosted productivity and collaboration capabilities typical of the Collaboration category, including email, document collaboration, real-time communication, and content management to support corporate and client-facing workflows. Protegrity Microsoft 365 Collaboration is positioned to support corporate communications, shared document libraries, and team productivity across the firm.
Deployment aligns with a centralized Microsoft 365 tenant model appropriate for a 300-employee professional services firm, with tenant administration, identity and access controls, and mobile device management governing service access. Operational coverage spans IT, professional services delivery, and corporate communications, enabling collaborative workflows and content sharing. Governance is organized around role-based access, data classification, and retention policies consistent with Microsoft 365 administration best practices.
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Protegrity Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Protegrity implemented DocuSign eSignature as a Digital Signing solution to enable legally binding electronic signatures on its public website. The deployment embedded DocuSign eSignature into customer-facing document workflows, enabling browser-based signing, signer authentication, and server-side envelope creation for contracts and data protection forms.
Configuration emphasized standard DocuSign eSignature modules including document templating, signer routing, certificate-based audit trails, and notification handling, aligning with common Digital Signing functional patterns. The implementation integrated signing flows directly into the website using embedded signing and event notifications, feeding signing events into downstream internal processes for review and recordkeeping, and covering sales and legal document handling on the site.
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Web Content Management | Content Management |
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2020 | 2020 |
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Protegrity CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Listing Management | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Protegrity PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Protegrity 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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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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Protegrity CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Loss Prevention | CyberSecurity |
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2024 | 2024 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Protegrity
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Protegrity Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||