Search Optics
5770 Oberlin Dr,
San Diego, 92121, CA,
United States
San Diego, 92121, CA,
United States
1 858-367-5724
Professional Services
Search Optics Technographics
Search Optics Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Search Optics and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Search Optics employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Search Optics has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2018, Microsoft 365 for Collaboration in 2020, Oracle NetSuite CRM for CRM in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Search Optics is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Facebook 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 Search Optics revenues, which have grown to $150.0 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 Search Optics 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.
Search Optics Tech Stack and Enterprise Applications
Search Optics ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, Search Optics implemented Oracle NetSuite ERP to centralize Accounts Payable and core accounting workflows under an ERP Financial deployment. The implementation focused on vendor invoice processing and financial recordkeeping across cost of goods sold and expense vendor accounts.
The Oracle NetSuite ERP configuration emphasized Accounts Payable and General Ledger capabilities, including processing high-volume invoices with granular COGS line detail, entering multi-line invoices exceeding 800 lines, and supporting multiple currencies for international entities. Functional workflows included monthly accrual tracking, creation of detailed journal entries for closing periods, and preparation support for annual 1099 filing and audit reconciliations.
Operational coverage extended to the Accounting organization, where remote staff were trained on procedures and GAAP-compliant methods, specifically a remote Accounting Manager, an AP Specialist, and an AP Intern. The work consistently addressed vendor relationship management through investigation and resolution of vendor issues and routine communication with the Executive team on critical vendor deadlines and suggested payments.
Governance and operational rigor were established through documented procedures and identification of tools to streamline AP processes, maintaining detailed records for auditors and month-end close. Reconciliation of General Ledger accounts, ongoing accrual management, and documented vendor resolution workflows were the primary outcomes reported during the Oracle NetSuite ERP ERP Financial deployment.
|
Search Optics Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Search Optics deployed Microsoft 365 to establish a Collaboration platform for its 600 employee professional services organization in the United States. The Microsoft 365 rollout addressed companywide messaging and document collaboration needs, aligning the Collaboration category with enterprise email and teamwork workflows.
The implementation of Microsoft 365 included standard Collaboration capabilities such as hosted email services, cloud file storage, and synchronous collaboration tools. Search Optics uses Office 365 Mail on its public website to route inbound contact and administrative messages, indicating Exchange Online based email provisioning alongside SharePoint and OneDrive style document storage and Microsoft Teams style communication patterns within the tenant.
Operational coverage extended across core business functions including IT operations, sales, marketing, and delivery teams, with tenant-level user provisioning and mailbox configuration central to day to day operations. Integrations surfaced at the perimeter of the public website where Office 365 Mail handles site email, and internal collaboration services were configured to support cross-functional project and client workstreams.
Governance and operational controls were implemented through centralized administration, role based access for mailbox and site provisioning, and standardized collaboration site lifecycle workflows. The configuration emphasized consolidated identity and user management consistent with Microsoft 365 provisioning, while administrative processes were organized to manage group collaboration, external sharing, and email routing policies.
|
|
|
|
|
Collaboration | Collaboration |
|
2020 | 2020 |
|
|
|
|
|
Collaboration | Collaboration |
|
2017 | 2017 |
|
Search Optics CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | Direct from vendor | 2014 | 2014 |
In 2014, Search Optics deployed Oracle NetSuite CRM in a cloud model, procuring the solution direct from the vendor. The rollout targeted customer facing functions including sales, marketing, and client services within the United States, aligning CRM access with existing commercial operations.
Oracle NetSuite CRM was configured to deliver sales force automation, contact and opportunity management, quoting and order workflows, customer service case tracking, and executive dashboards for pipeline visibility. Configuration emphasized standardized opportunity stages, account hierarchies, and role based security to support sales and account management processes.
The deployment followed a cloud native architecture using NetSuite application services and standard API endpoints to enable future system orchestration and data sync across enterprise systems. Implementation and configuration work was provided direct from the vendor, with NetSuite configuration driving the core data model and tenant level controls.
Governance centered on data stewardship, standardized sales workflows, staged user onboarding, and training to embed CRM processes into day to day operations. Oracle NetSuite CRM served as the centralized system of record for customer and opportunity data, supporting operational consistency across the impacted business functions.
|
|
|
|
|
Customer Experience | CRM |
|
2014 | 2014 |
|
|
|
|
|
Data Management Platform | CRM |
|
2018 | 2018 |
|
|
|
|
|
Data Management Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Data Management Platform | CRM |
|
2020 | 2020 |
|
|
|
|
|
Data Management Platform | CRM |
|
2013 | 2013 |
|
|
|
|
|
Data Management Platform | CRM |
|
2020 | 2020 |
|
|
|
|
|
Data Management Platform | CRM |
|
2016 | 2016 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2015 | 2015 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2015 | 2015 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
|
|
|
|
Marketing Automation | CRM |
|
2014 | 2014 |
|
Search Optics ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2018 | 2018 |
|
Search Optics PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2016 | 2016 |
|
Search Optics IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
Search Optics CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at Search Optics
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
VP Business Development | VP | Sales | |
|
|
|
CEO | CXO | Finance | |
|
|
|
CFO | CXO | Finance | |
|
|
|
SVP, Global Finance and Accounting | VP | Finance | |
|
|
|
President & Founder | CXO | Finance | |
|
|
|
Accounting Manager | Manager | Finance | |
|
Apps Being Evaluated by Search Optics Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Search Optics IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Search Optics digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Search Optics Technographics
Search Optics is a Professional Services organization based in United States,
with around 600 employees and annual revenues of $150.0 million.
Search Optics operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and Oracle NetSuite CRM,
covering areas like ERP Financial, Collaboration and CRM.
Search Optics has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Microsoft.
Search Optics recently adopted applications including
Microsoft 365 in 2020, Microsoft Exchange Server in 2020 and Dstillery Audiences (exMedia6Degrees) in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Search Optics’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Search Optics’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 Search Optics technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.