Rolta AdvizeX
6480 Rockside Woods Blvd. S. Suite 190,
Independence, 44131, OH,
United States
Independence, 44131, OH,
United States
1 216-901-1818
Professional Services
Rolta AdvizeX Technographics
Rolta AdvizeX Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rolta AdvizeX and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 320 Rolta AdvizeX employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Rolta AdvizeX has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, 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 Rolta AdvizeX is running and its propensity to invest more and deepen its relationship with Oracle , 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 Rolta AdvizeX revenues, which have grown to $40.0 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 Rolta AdvizeX 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.
Rolta AdvizeX Tech Stack and Enterprise Applications
Rolta AdvizeX ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Rolta AdvizeX implemented Oracle NetSuite ERP. The deployment addressed ERP Financial requirements for its professional services operations, configuring core ledger, accounts payable, accounts receivable, and billing capabilities to support project-centric finance.
Implementation work focused on configuring Oracle NetSuite ERP financial reporting and saved search functionality, and on creating reports and custom searches in both NetSuite and OpenAir to reduce ad hoc reporting efforts. Configuration included standard financial workflows such as month end close support, invoice generation for professional services, and saved searches tuned for project accounting and revenue recognition visibility.
NetSuite was connected operationally with OpenAir to align time and expense data to billing and project financials, enabling consolidated reporting across finance and services delivery teams. Governance measures established reporting standards and scheduled saved searches to replace one-off requests, and the rollout targeted finance, project accounting, and service delivery functions across the organization to centralize financial reporting and operational visibility.
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Rolta AdvizeX Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Rolta AdvizeX implemented Microsoft 365 for Collaboration. Public signals from the company website show Microsoft 365 in use, and the deployment was positioned to support enterprise productivity across Rolta AdvizeX's 320 employees in the professional services organization.
The Microsoft 365 implementation centers on Collaboration capabilities commonly deployed for this category, including Exchange Online for enterprise email, SharePoint Online for intranet and document management, OneDrive for personal file storage, Microsoft Teams for real-time collaboration, and Office desktop and web applications for content authoring. Identity and access are managed through Azure Active Directory tenant controls, with centralized account provisioning, role-based access management, and tenant-level policy enforcement to establish governance, secure collaboration workflows, and support core business functions such as delivery, sales, and finance.
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Rolta AdvizeX 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, Rolta AdvizeX implemented DocuSign eSignature as a Digital Signing capability on its public website. The deployment places DocuSign eSignature as the customer-facing mechanism for executing client agreements and engagement documents used by its professional services teams.
The implementation leverages embedded signing flows on web pages, standard electronic signature templates, recipient authentication and audit trails that are core to DocuSign eSignature functionality. Configuration focused on web-based signature capture and document workflow orchestration to support contract execution, client onboarding, and statement of work approvals.
Operational coverage centers on client-facing professional services workflows within the firm, with governance controls applied to signature authority, authentication methods, and retention of audit logs for signed documents. Integration was executed at the website layer to enable end-to-end digital signing for external clients, positioning DocuSign eSignature to handle signature capture and evidence collection for customer contracts.
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Enterprise Content Management | Content Management |
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2021 | 2021 |
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Rolta AdvizeX eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2020 | 2020 |
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Rolta AdvizeX CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2021 | 2021 |
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Digital Advertising Platform | 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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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Rolta AdvizeX 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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2019 | 2019 |
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Rolta AdvizeX 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Rolta AdvizeX CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Rolta AdvizeX
| First Name | Last Name | Title | Function | Department | Phone | |
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Chairman and CEO | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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EVP Sales and Marketing | VP | Marketing | |
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VP Finance and CFO | VP | Finance | |
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Director of Finance | Director | Finance | |
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Accounting & Treasury Manager | Manager | Treasury | |
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Apps Being Evaluated by Rolta AdvizeX Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Rolta AdvizeX IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Rolta AdvizeX digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Rolta AdvizeX Technographics
Rolta AdvizeX is a Professional Services organization based in United States,
with around 320 employees and annual revenues of $40.0 million.
Rolta AdvizeX operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and DocuSign eSignature,
covering areas like ERP Financial, Collaboration and Digital Signing.
Rolta AdvizeX has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Docusign.
Rolta AdvizeX recently adopted applications including
DocuSign eSignature in 2021, Microsoft SharePoint in 2021 and Zoominfo Platform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Rolta AdvizeX’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Rolta AdvizeX’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 Rolta AdvizeX technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.