Roosevelt Institute
570 Lexington Avenue, 5th Floor,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 212-444-9130
Professional Services
Roosevelt Institute Technographics
Roosevelt Institute Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Roosevelt Institute and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Roosevelt Institute employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Roosevelt Institute has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Google Workspace (Formerly Google G-Suite) for Collaboration in 2011, Oracle Moat for Marketing Analytics in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Roosevelt Institute is running and its propensity to invest more and deepen its relationship with Intuit , Google , Zoho Corp. 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 Roosevelt Institute revenues, which have grown to $15.0 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 Roosevelt Institute 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.
Roosevelt Institute Tech Stack and Enterprise Applications
Roosevelt Institute ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Roosevelt Institute implemented Intuit Quickbooks Enterprise. The deployment focused on recording all bills and credit card activities and centralizing transaction capture within an ERP Financial application to support accounting and finance functions across the organization.
Configuration emphasized accounts payable workflows, bill entry and coding, and credit card transaction posting into the general ledger. Intuit Quickbooks Enterprise was configured to standardize vendor bill recording, apply chart of accounts mappings, and enable bank and card transaction reconciliation routines. Automation of routine posting and consistent expense classification was applied to reduce manual ledger adjustments.
Operational coverage centered on the finance and accounting teams for the United States based professional services organization of approximately 150 employees. Governance updates included formalizing bill approval routing, standardized journal entry review, and periodic reconciliation controls to ensure consistent recording of bills and credit card activities. The implementation positioned Intuit Quickbooks Enterprise as the single system of record for payable and card expense data within Roosevelt Institute's ERP Financial footprint.
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Roosevelt Institute Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2011 | 2011 |
In 2011, Roosevelt Institute implemented Google Workspace (Formerly Google G-Suite) for Collaboration. The deployment centralized hosted Gmail, Google Calendar, Google Drive, and real-time Docs and Sheets collaboration to support a 150-employee professional services organization in the United States. Roosevelt Institute's website metadata references use of Google Workspace, indicating organization-wide provisioning of domain email and cloud-hosted collaboration services. This positioned Google Workspace (Formerly Google G-Suite) as the primary Collaboration platform for program, communications, and operations workflows.
Configuration used standard Collaboration administrative controls through the Google Workspace admin console to manage user accounts, groups, shared storage, and access policies while enabling real-time coauthoring and permissioned file sharing. Implemented functional capabilities include email and calendaring, cloud storage and shared drives, document and spreadsheet collaboration, and centralized user provisioning and directory management. Governance and rollout details align with role-based admin assignments and standardized sharing policies to ensure consistent collaboration practices across teams and administrative functions.
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Collaboration | Collaboration |
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2019 | 2019 |
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Roosevelt Institute CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Moat | Marketing Analytics | CRM | n/a | 2019 | 2019 |
In 2019, Roosevelt Institute implemented Oracle Moat on their website to establish a Marketing Analytics capability for digital measurement. Oracle Moat was embedded via measurement tags in site templates to capture viewability and attention signals across page types, and the implementation targeted the public site hosted at rooseveltinstitute.org to support marketing and digital communications workflows.
Oracle Moat's implementation concentrated on integrating measurement tags, configuring dashboards, and enabling standardized attention and viewability metrics for campaign and content analysis. The deployment used Oracle Moat reporting and verification capabilities to produce telemetry for impressions, viewability, and attention signals consistent with Marketing Analytics functional expectations, and configuration included tag governance and sample level data capture to support ongoing analytics and verification processes.
Operational coverage focused on site level instrumentation with a phased rollout to validate tagging consistency across templates and content types. Governance adjustments incorporated measurement validation and tag ownership into content publishing and campaign reporting workflows, assigning responsibility to marketing and web operations teams, and data from Oracle Moat was routed into internal reporting processes for measurement and verification purposes.
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Roosevelt Institute ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2015 | 2015 |
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Roosevelt Institute 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Roosevelt Institute 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Roosevelt Institute
| First Name | Last Name | Title | Function | Department | Phone | |
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President & CEO | CXO | Finance | |
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Director of Programs | Director | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Finance Manager | Manager | Finance | |
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Apps Being Evaluated by Roosevelt Institute Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Roosevelt Institute IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Roosevelt Institute digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Roosevelt Institute Technographics
Roosevelt Institute is a Professional Services organization based in United States,
with around 150 employees and annual revenues of $15.0 million.
Roosevelt Institute operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Google Workspace (Formerly Google G-Suite) and Oracle Moat,
covering areas like ERP Financial, Collaboration and Marketing Analytics.
Roosevelt Institute has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Google and Oracle.
Roosevelt Institute recently adopted applications including
Intuit Mailchimp in 2021, Google Cloud Platform (GCP) in 2021 and Barracuda Email Security Gateway in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Roosevelt Institute’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Roosevelt Institute’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 Roosevelt Institute technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.