Carlsbad, 92009, CA,
United States
Quest Strategic Advisors Technographics
Quest Strategic Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Quest Strategic Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Quest Strategic Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Quest Strategic Advisors has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Microsoft 365 for Collaboration in 2016, Weebly Hosting for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Quest Strategic Advisors is running and its propensity to invest more and deepen its relationship with Oracle , PayPal , 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 Quest Strategic Advisors revenues, which have grown to $1.0 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 Quest Strategic Advisors 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.
Quest Strategic Advisors Tech Stack and Enterprise Applications
Quest Strategic Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Quest Strategic Advisors implemented Oracle NetSuite ERP. The Oracle NetSuite ERP deployment targeted core accounting and finance functions under the ERP Financial category, centralizing billing and revenue processes for a 10 person professional services firm and aligning financial operations with project based service delivery.
Configuration focused on ERP Financial modules commonly used in professional services environments, including general ledger, accounts payable, accounts receivable, billing, fixed asset tracking, and financial reporting, with revenue recognition workflows aligned to services engagements. The implementation relied on NetSuite's cloud native SaaS architecture and was configured for a single legal entity with finance and project billing as primary business functions. Operational governance emphasized role based access controls, approval chains for invoices and payments, a standardized chart of accounts, and workflow orchestration to support month end close and recurring billing cycles. Integrations were not specified in source data, so the narrative centers on NetSuite native module configuration and process standardization rather than external system interfaces.
|
|
|
|
|
Payment Processing | ERP |
|
2020 | 2020 |
|
Quest Strategic Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Quest Strategic Advisors deployed Microsoft 365 as its primary collaboration and productivity platform. The implementation placed Microsoft 365 squarely in the Collaboration category to consolidate email, document collaboration, and team communication across the firm.
The Microsoft 365 deployment used cloud tenant architecture and standard Collaboration capabilities, including Exchange Online for email, SharePoint Online for shared sites and document libraries, OneDrive for personal file sync, Microsoft Teams for chat and meetings, and Office desktop and web applications for authoring. Configuration work focused on tenant user provisioning, company domain identity alignment, mailbox and document permission controls, and policy driven sharing settings appropriate for a small professional services organization.
Operational coverage extended across the entire firm of about 10 employees, supporting client communications, proposal and deliverable collaboration, and internal productivity workflows. The company website indicates Microsoft 365 is in use on their site, and governance centered on tenant administration, role based access controls, multi factor authentication, and standard security and compliance settings. Quest Strategic Advisors Microsoft 365 Collaboration supports the firm-level business functions of corporate productivity and client communications.
|
Quest Strategic Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Weebly | Legacy | Weebly Hosting | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 |
In 2016, Quest Strategic Advisors deployed Weebly Hosting to provide its public website infrastructure. The implementation uses Weebly Hosting as a cloud-hosted site builder and hosting service within the Application Hosting and Computing Services category, delivering template-driven content management, site publishing, and DNS management to support the firm’s external web presence and marketing communications. Operational scope is limited to the corporate website for the United States based professional services firm, with site administration and content updates performed by internal staff. The SaaS delivery model of Weebly Hosting reduces the need for on-premises infrastructure and fits a compact governance model appropriate for a ten person organization.
|
IT Decision Makers and Key Stakeholders at Quest Strategic Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Mortgage Executive Recruiter / Headhunter - Managing Director | Director | HR |
Apps Being Evaluated by Quest Strategic Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||