San Diego, 92067, CA,
United States
Rancho Valencia Resort & Spa Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Rancho Valencia Resort & Spa and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Rancho Valencia Resort & Spa employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Rancho Valencia Resort & Spa has purchased the following applications: Microsoft Dynamics GP Accounts Payable for AP Automation in 2017, Paylocity Payroll for Payroll in 2019, Mindbody Business for Gym Management 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 Rancho Valencia Resort & Spa is running and its propensity to invest more and deepen its relationship with Microsoft , Paylocity , MINDBODY 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 Rancho Valencia Resort & Spa 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 Rancho Valencia Resort & Spa 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics GP Accounts Payable | AP Automation | ERP Financial Management | n/a | 2017 | 2018 |
In 2017, Rancho Valencia Resort & Spa implemented Microsoft Dynamics GP Accounts Payable as its AP Automation solution. The Microsoft Dynamics GP Accounts Payable deployment targeted the resort finance function to centralize invoice processing, vendor payments, and cash controls at the Rancho Santa Fe property.
Implementation focused on core Accounts Payable modules including purchase order matching, invoice entry and validation, vendor master management, and scheduled check run processing, reflecting onsite operational practices where weekly check runs were standard. Configuration included support for accrual journal preparation at month end and cashiering workflows to align daily bank deposit procedures with AP postings.
Operationally the system posted transactions to the resort's financial books and served the finance, purchasing, and cashier functions, consolidating hotel payables and cash handling into a single application. Integration points centered on internal financial posting and bank deposit reconciliation workflows, consistent with AP Automation patterns for midmarket hospitality operations.
Governance changes formalized weekly check run schedules, vendor payment approvals, and month end accrual procedures to bring payables, purchase order records, and cashiering into a controlled process. The implementation narrative aligns with existing finance responsibilities that maintained purchase orders, executed check runs, assisted with accrual journal entries, and managed daily bank deposits.
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ERP Financial | ERP Financial Management |
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2017 | 2018 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Paylocity | Legacy | Paylocity Payroll | Payroll | HCM | n/a | 2019 | 2019 |
In 2019, Rancho Valencia Resort & Spa implemented Paylocity Payroll to centralize payroll processing for its 300 employees. The Paylocity Payroll deployment, in the Payroll category, established the vendor service as the operational payroll engine supporting check preparation and electronic direct deposit workflows.
Operational configuration focused on data entry and verification controls, specifically requiring input of Personnel Action Forms into Paylocity Payroll only after documented approvals. Functional capabilities used include payroll data review and reconciliation, payroll report generation for external processing validation, and the generation of payroll checks and direct deposit files. Administrators are tasked with preparing payroll checks for distribution to managers and reconciling report outputs against source PAF entries.
The implementation embeds manual integration points and approval workflows, administrators routinely review payroll reports from the external payroll processing service Paylocity and escalate any discrepancies to the Asst Director of Finance immediately. Check distribution is governed by a physical signature process, managers sign for checks issued to their respective departments, and the Asst Director of Finance serves as the escalation and oversight contact for payroll exceptions. These operational controls tie Finance and department managers into the payroll lifecycle.
Governance practices formalize that PAF data is entered into Paylocity Payroll only after proper approvals are recorded, discrepancies observed in Paylocity payroll reports must be reported without delay to the Asst Director of Finance, and manager sign-off is required for custody of distributed payroll checks. The configuration and procedural rules concentrate payroll accountability within Finance and department managers while using Paylocity Payroll as the primary payroll processing application.
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Recruiting, Applicant Tracking System | HCM |
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2019 | 2019 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MINDBODY | Legacy | Mindbody Business | Gym Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020 Rancho Valencia Resort & Spa implemented Mindbody Business as its Gym Management application. Mindbody Business is embedded on the Rancho Valencia website to provide guest-facing online booking and class schedule visibility for spa and fitness services, with the deployment prioritizing web-embedded booking flows and centralized appointment management for on-property wellness facilities.
Mindbody Business provides class and appointment scheduling, client profile and membership management, point-of-sale checkout for retail and service sales, and staff scheduling and rostering aligned with Gym Management functionality. Operational coverage focuses on spa and fitness operations, front desk reservation staff, and guest services teams, and governance attention was placed on appointment workflows and scheduling policies to coordinate instructor shifts and front desk check-in procedures.
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Hospitality ERP | ERP Services and Operations |
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2018 | 2018 |
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Hotel Property Management | ERP Services and Operations |
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2017 | 2018 |
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Point Of Sale | ERP Services and Operations |
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2019 | 2019 |
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Reservation and Booking Management | ERP Services and Operations |
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2018 | 2018 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2023 | 2023 |
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SCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Inventory Management | SCM |
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2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2016 | 2016 |
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Customer Loyalty | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Professional Services | Professional Services |
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2016 | 2016 |
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Professional Services | Professional Services |
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2016 | 2016 |
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