Laguna Niguel, 92677, CA,
United States
Rounstone Systems Technographics
Rounstone Systems Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rounstone Systems and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 38 Rounstone Systems employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Rounstone Systems has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2007, Microsoft 365 for Collaboration in 2015, Intercom for Customer Support in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Rounstone Systems is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Calendly 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 Rounstone Systems revenues, which have grown to $5.0 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 Rounstone Systems 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.
Rounstone Systems Tech Stack and Enterprise Applications
Rounstone Systems ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2007 | 2007 |
In 2007, Rounstone Systems implemented Oracle NetSuite ERP as its ERP Financial platform to centralize finance and accounting for the professional services firm. The deployment concentrated on cloud delivered core financial capabilities, aligning bookkeeping with billing and project level accounting needs typical of a 38 employee services organization. Implementation scope covered finance and accounting functions within the United States operations, focusing on accounts payable, accounts receivable, and general ledger processes.
Configuration and module selection emphasized standard ERP Financial functionality, including general ledger, accounts payable, accounts receivable, billing, and financial reporting, with setup for period close workflows and approval routing. Governance work established a standardized chart of accounts, approval hierarchies, and financial controls to support consistent accounting and reporting practices. The Oracle NetSuite ERP configuration created a unified financial system for Rounstone Systems and reflects the Rounstone Systems Oracle NetSuite ERP ERP Financial finance and accounting relationship.
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Rounstone Systems Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Rounstone Systems deployed Microsoft 365 to support Collaboration across its small professional services organization. Rounstone Systems uses Microsoft 365 on their website and operates a cloud tenant sized for 38 employees in the United States, aligning the Microsoft 365 deployment with core office productivity and client-facing communications.
The implementation centers on a cloud-hosted Microsoft 365 tenant with standard Collaboration capabilities, including mailbox and calendaring, SharePoint Online document libraries, Microsoft Teams for synchronous collaboration, and OneDrive for endpoint file synchronization. Identity and access are managed through the platform identity services that accompany Microsoft 365, enabling centralized user provisioning, role-based access controls, and baseline security and compliance settings. This Microsoft 365 Collaboration deployment is positioned to support business functions such as internal communications, document collaboration, knowledge management, and client engagement workflows for Rounstone Systems.
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Online Meeting Scheduling | Collaboration |
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2017 | 2017 |
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Rounstone Systems CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intercom | Legacy | Intercom | Customer Support | CRM | n/a | 2017 | 2017 |
In 2017, Rounstone Systems implemented Intercom on their website to provide Customer Support. The deployment uses Intercom as a web-embedded conversational layer to capture visitor interactions and enable real-time and asynchronous messaging for customer engagement. Intercom is the application used to surface the site messenger and host the company inbox for support workflows.
Deployment architecture centers on the Intercom JavaScript messenger embedded across site pages, directing conversations to Intercom's cloud-hosted inbox and contextual profiles. Functional capabilities in use include live chat, an agent inbox for triage and follow up, contextual customer profiles to inform responses, and automated messaging rules that orchestrate conversational support workflows. Operational governance emphasized inbox routing rules and standardized message templates to align support and customer success teams within the United States and to formalize response handling on the corporate website.
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Rounstone Systems 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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IT Decision Makers and Key Stakeholders at Rounstone Systems
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| President | CXO | Finance | ||||
| Developer | Manager | IT |
Apps Being Evaluated by Rounstone Systems Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-02-23 | Rounstone Systems | Evaluated | IBM | IBM AS/400 | ERP Financial | ERP |