Refinancia S.A.
Cra. 7 No. 32 - 93,
Bogota, x, Cundinamar,
Colombia
Bogota, x, Cundinamar,
Colombia
57 1 744 0777
Banking and Financial Services
Refinancia S.A. Technographics
Refinancia S.A. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Refinancia S.A. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Refinancia S.A. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Refinancia S.A. has purchased the following applications: Epicor ERP for ERP Financial in 2014, Microsoft Power BI for Analytics and BI in 2016, Microsoft 365 for Collaboration in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Refinancia S.A. is running and its propensity to invest more and deepen its relationship with Epicor , Microsoft , Funnelytics 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 Refinancia S.A. revenues, which have grown to $100.0 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 Refinancia S.A. 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.
Refinancia S.A. Tech Stack and Enterprise Applications
Refinancia S.A. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Epicor | Legacy | Epicor ERP | ERP Financial | ERP | n/a | 2014 | 2015 |
In 2014, Refinancia S.A. implemented Epicor ERP in an ERP Financial deployment. The implementation was executed as part of Epicor ERP software projects supporting Colombian and Mexican organizations, including Refinancia and Cole Collection, with a focus on standardizing financial processing across sites.
Epicor ERP was configured to deliver core ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, fixed assets and cash management, with functional workflows aligned to banking and financial services controls. The program encompassed structured data gathering, process design workshops, system configuration and iterative testing cycles. Training and knowledge transfer for future users were formalized as part of the configuration and testing regimen.
Operational coverage targeted finance, accounting, treasury and compliance functions within Refinancia S.A., with localization workstreams to address Colombian regulatory and reporting requirements and analogous activities for Mexican operations where applicable. Integrations with other systems are not specified in source materials, therefore the deployment narrative centers on internal ERP Financial configuration and process alignment. Epicor ERP served as the primary financial system for transaction processing and financial reporting.
Governance emphasized defined process ownership, user acceptance testing and staged cutover planning to reduce operational risk during rollout. Ongoing operational support and user training were embedded in the rollout plan to sustain finance and accounting operations after go-live.
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Refinancia S.A. 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 | 2016 | 2016 |
In 2016, Refinancia S.A. implemented Microsoft Power BI to centralize reporting and analytics and to support information needs tied to corporate strategy and cross-cutting processes. The deployment was positioned as an Analytics and BI capability for follow-up reports and dashboard presentation across the organization.
The implementation emphasized structuring normalized reporting tables and automating report generation, supported by SQL Server, Access, and Excel as upstream data sources and by Microsoft Power BI for visualization. The team applied Analysis Services models, scheduled jobs, and stored procedures to automate data processing and feed a DWH that underpins the Power BI dashboards, enabling repeatable ETL orchestration and semantic modeling.
Integrations explicitly included SQL Server, Microsoft Power BI, Analysis Services, Access, Excel, and a centralized DWH, and the project work included generation and migration of existing reports into the new Power BI and DWH environment. Operational scope covered support areas in Colombia and Peru, with reporting and information gathering processes aligned to those regional support functions.
Governance centered on understanding business information requirements, instituting automated report processes, and standardizing table structures and dashboard templates. Project leadership led the migration of reports to Microsoft Power BI and established scheduled refresh workflows using jobs and stored procedures, while certified expertise in report and process automation guided deployment and operational handover.
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Refinancia S.A. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Refinancia S.A. deployed Microsoft 365 as its primary Collaboration platform. Refinancia S.A. implemented Microsoft 365 to support corporate communications, email, and document management across its Colombia operations.
The deployment centers on core Microsoft 365 capabilities such as Exchange Online for corporate email, Microsoft Teams for synchronous collaboration and meetings, SharePoint Online for intranet and document libraries, OneDrive for Business for personal file storage, and Office web and desktop apps for productivity. Configuration reflects standard Collaboration workflows including team workspaces, document versioning, shared calendars, and centralized content libraries.
Public signals on the company website show Microsoft 365 is surfaced within Refinancia S.A. web properties, indicating tenant-backed services are linked to the corporate domain and communication channels. Operational coverage addresses enterprise collaboration use cases across business functions including internal communications, knowledge sharing, and records management.
Governance and access are managed through a centralized Microsoft 365 tenant with Azure Active Directory identity controls, employing role-based access and policy-driven data governance consistent with Microsoft 365 security and compliance features. The implementation narrative positions Microsoft 365 as the centralized Collaboration platform for standardizing workflows and content management across the organization.
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Refinancia S.A. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Refinancia S.A. 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 Refinancia S.A.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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President | CXO | Finance | |
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Director of Financial Planning and Control | Director | Finance | |
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Commercial and Business Development Director | Director | Finance | |
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Head of Operations | Director | Finance | |
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Founder and President Board of Directors | Director | Finance | |
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Apps Being Evaluated by Refinancia S.A. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Refinancia S.A. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Refinancia S.A. 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 Refinancia S.A. Technographics
Refinancia S.A. is a Banking and Financial Services organization based in Colombia,
with around 1000 employees and annual revenues of $100.0 million.
Refinancia S.A. operates a diverse technology stack with applications such as
Epicor ERP, Microsoft Power BI and Microsoft 365,
covering areas like ERP Financial, Analytics and BI and Collaboration.
Refinancia S.A. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Epicor and Microsoft.
Refinancia S.A. recently adopted applications including
Funnelytics in 2020, GoDaddy in 2020 and GoDaddy CDN in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Refinancia S.A.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Refinancia S.A.’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 Refinancia S.A. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.