Golden Valley, 55422, MN,
United States
Room & Board Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Room & Board and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1100 Room & Board employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Room & Board has purchased the following applications: Serrala FinanceSuite Accounts Payable for AP Automation in 2013, LiveChat for Chatbots and Conversational AI in 2019, JRNI Events for Event 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 Room & Board is running and its propensity to invest more and deepen its relationship with Serrala , Affirm , LiveChat, Inc. 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 Room & Board revenues, which have grown to $450.0 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 Room & Board 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 |
|---|---|---|---|---|---|---|---|---|
| Serrala | Legacy | Serrala FinanceSuite Accounts Payable | AP Automation | ERP Financial Management | n/a | 2013 | 2014 |
In 2013, Room & Board implemented Serrala FinanceSuite Accounts Payable as its AP Automation application to centralize accounts payable processing within the finance organization. The deployment positioned Serrala FinanceSuite Accounts Payable to manage vendor invoice lifecycles and to standardize invoice intake and approval across accounts payable teams.
The implementation emphasized invoice capture, automated approval workflow routing, exception management, and invoice to purchase order matching, configured to support vendor invoice validation and payment-ready posting. Serrala FinanceSuite Accounts Payable was configured to support role based approvals, audit trail capture, and exception queues for manual review, consistent with AP Automation functional patterns.
Integration work included linkage to Dolphin/Open Text Account Payable vendor invoice scanning for document capture and OCR based image ingest, and integration to downstream financial systems for payment posting and ledger updates. Operational coverage targeted finance and accounts payable functions, consolidating scanned vendor invoices into the Serrala platform for centralized processing and handoff to transaction posting processes.
Governance and workflow changes focused on centralized invoice routing, defined approver responsibilities, and configuration of approval thresholds and exception workflows within the Serrala environment. The program tied invoice capture and workflow controls to finance governance so accounts payable could maintain audit readiness and consistent processing rules.
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Payment Processing | ERP Financial Management |
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2019 | 2019 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Room & Board implemented LiveChat on its website. Room & Board deployed LiveChat as a customer-facing chat interface embedded in the e-commerce site to enable real-time messaging between shoppers and support agents. This implementation aligns with Chatbots and Conversational AI use cases for retail customer engagement and online sales assistance.
The implementation leverages the LiveChat widget and common conversational capabilities such as agent routing, canned responses, session transcripts, and live chat consoles to support order lookups and pre-sales inquiries. Operational ownership sits with the customer service and e-commerce teams, who manage agent workflows, response templates, and web channel coverage. Rollout was concentrated on the public website, with configuration and administration handled through LiveChat administration tools rather than on-premise infrastructure.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| JRNI | Legacy | JRNI Events | Event Management | Collaboration | n/a | 2020 | 2020 |
In 2020, Room & Board implemented JRNI Events as the booking system for Design Service appointments across 19 US showrooms and its call center, launching the initial rollout in February 2020. The deployment positioned JRNI Events within an Event Management context to centralize appointment scheduling and support retail, CRM, and sales workflows.
Deployment covered showroom staff and call center agents, with configuration for in-person appointments and later virtual appointment options that ultimately outpaced in-store bookings. The JRNI Events implementation standardized appointment lifecycle management and booking workflows across all 19 US showrooms, aligning operational scope to retail/CRM/sales use cases and enabling centralized scheduling and virtual session orchestration.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2011 | 2011 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2021 | 2021 |
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Personalization and Product Recommendations | eCommerce |
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2019 | 2019 |
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Product Review Management | eCommerce |
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2011 | 2011 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Analytics | CRM |
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2015 | 2015 |
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Customer Engagement | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2012 | 2012 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Financial Consolidation and Close | EPM |
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2017 | 2017 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2016 | 2016 |
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IT Service Management | ITSM |
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2018 | 2018 |
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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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | 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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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2022 | 2022 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2020 | 2020 |
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