Chicago, 60644, IL,
United States
Rightsize Facility Performance Technographics
Rightsize Facility Performance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rightsize Facility Performance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Rightsize Facility Performance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Rightsize Facility Performance has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Hubspot Live Chat for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Rightsize Facility Performance is running and its propensity to invest more and deepen its relationship with Oracle , HubSpot , 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 Rightsize Facility Performance revenues, which have grown to $13.0 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 Rightsize Facility Performance 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.
Rightsize Facility Performance Tech Stack and Enterprise Applications
Rightsize Facility Performance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, Rightsize Facility Performance implemented Oracle NetSuite ERP to establish core ERP Financial capabilities for its finance and accounting organization. The deployment targeted the company’s corporate finance operations in the United States, aligning an integrated financial application stack with centralized accounting and reporting needs.
Oracle NetSuite ERP was configured to support core modules including general ledger, accounts receivable, accounts payable, fixed asset management, and financial reporting, with order-to-cash and procure-to-pay workflows instrumented to standardize transaction lifecycles. Configuration emphasized chart of accounts alignment, month-end close automation, journal processing, centralized billing, and configurable revenue recognition rules to provide consistent financial control and auditability.
The implementation leveraged NetSuite’s cloud-native architecture to provide centralized ledger controls, role-based access for finance and executive teams, and web-based financial dashboards for consolidated reporting. Governance and process changes centered on standardizing accounting policies, formalizing close cadence, and implementing approval workflows across finance and operations, with a phased rollout focused on core finance stakeholders and corporate reporting.
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Rightsize Facility Performance AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Rightsize Facility Performance deployed Hubspot Live Chat as an on-site engagement layer, implementing the Hubspot Live Chat widget to provide real-time conversational entry on its public website. The deployment aligns with the Chatbots and Conversational AI category and is focused on web-based visitor engagement rather than back-end automation platforms.
The Hubspot Live Chat implementation centers on standard conversational modules, including live agent handoff, scripted responses and templates, chat transcript capture, and lead capture fields to qualify inbound enquiries. Configuration work emphasized widget placement, proactive greeting rules, and session routing to ensure incoming chats are funneled to appropriate internal owners in sales and customer service.
The implementation is delivered as an embedded web component on Rightsize Facility Performance website, supporting customer-facing interactions across the communications firm. No third party integrations are cited in the source, so the narrative confines itself to on-site chat capabilities and internal routing of chat activity to business functions.
Operational governance focused on chat handling workflows, owner assignment, and transcript review, with administrative controls configured inside the Hubspot Live Chat console. Training and process alignment were applied to sales and support teams to standardize response patterns and ensure consistent use of the Hubspot Live Chat tooling.
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Rightsize Facility Performance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Rightsize Facility Performance implemented Microsoft 365 as a core Collaboration platform. The deployment is visible on their website and is associated with the company’s communications operations.
The Microsoft 365 implementation was provisioned as a cloud tenant to provide standard Collaboration capabilities including Exchange Online for corporate email, SharePoint Online for intranet and document libraries, OneDrive for individual file sync, Microsoft Teams for real-time chat and meetings, and the Office productivity apps. Administration is consistent with a tenant-based model, using centralized identity and access control to manage user accounts and subscriptions across the organization.
Operational coverage spans company-wide usage across Rightsize Facility Performance’s communications, facilities, administrative, and sales functions, reflecting a unified Collaboration footprint for approximately 120 employees. The implementation is surfaced on the public website, indicating integration of Microsoft 365 hosted content or authentication flows into external-facing pages.
Governance follows typical Microsoft 365 patterns, with role-based administration, share and external access controls, and policy-driven content management to support compliance and information lifecycle management. Microsoft 365 is the named application supporting Collaboration at Rightsize Facility Performance.
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Rightsize Facility Performance CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2024 | 2024 |
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Call Tracking and Recording | CRM |
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2021 | 2021 |
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CRM | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Rightsize Facility Performance 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Rightsize Facility Performance
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President | CXO | Finance | ||||
| Senior Account Manager | Manager | Finance | ||||
| Director of Operations | Director | Finance |
Apps Being Evaluated by Rightsize Facility Performance Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-04-26 | Rightsize Facility Performance | Evaluated | ADP | ADP Payroll | Payroll | HCM |