Pleasanton, 94588, CA,
United States
Sensiba San Filippo Technographics
Sensiba San Filippo Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sensiba San Filippo and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 145 Sensiba San Filippo employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Sensiba San Filippo has purchased the following applications: 8am CPACharge (formerly AffiniPay) for AP Automation in 2020, Hubspot Live Chat for Chatbots and Conversational AI in 2021, 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 Sensiba San Filippo is running and its propensity to invest more and deepen its relationship with 8am , Intuit , HubSpot 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 Sensiba San Filippo revenues, which have grown to $20.0 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 Sensiba San Filippo 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.
Sensiba San Filippo Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| 8am | Legacy | 8am CPACharge (formerly AffiniPay) | AP Automation | ERP Financial Management | n/a | 2020 | 2020 |
In 2020, Sensiba San Filippo implemented 8am CPACharge, formerly AffiniPay, on its public website to enable electronic payment acceptance. The implementation is categorized as AP Automation and supports online payment capture for this professional services firm with about 145 employees and $20,000,000 in annual revenue. The deployment uses the 8am CPACharge application to present client-facing payment forms and process card and ACH transactions.
Configuration focused on embedding 8am CPACharge payment flows into the firm website, establishing merchant connectivity and administrative access for billing teams. Functional capabilities implemented include hosted payment forms, tokenized payment methods, PCI scope reduction features, and administrative reconciliation and reporting workflows aligned with AP Automation processes. Operational ownership sits with finance and billing, while client services interacts with the public payment channel for invoicing and collections.
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ERP Financial | ERP Financial Management |
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2012 | 2012 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Sensiba San Filippo implemented Hubspot Live Chat. Hubspot Live Chat, in the Chatbots and Conversational AI category, is embedded on the firm website to handle initial client engagement, lead capture and basic inbound inquiries for the United States professional services firm.
The implementation leverages real-time messaging, automated greeting workflows and contact capture capabilities, with chat transcripts persisted in the Hubspot platform for record continuity and follow-up. Conversations are routed to internal teams and surfaced for follow-up in Hubspot, supporting marketing, sales and client services workflows, while configuration and conversational rules are managed through the Hubspot account. The deployment focuses on website-based client touchpoints and centralizes conversational records to inform engagement and intake processes.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Sensiba San Filippo implemented DocuSign eSignature as its Digital Signing solution on its website. Sensiba San Filippo uses DocuSign eSignature to enable embedded client facing signature capture and online execution of engagement letters and client authorizations, supporting client onboarding and agreement workflows.
The implementation integrates DocuSign eSignature into the firm's public site to streamline document execution for client facing workflows across the professional services organization. Functional capabilities aligned with the deployment include template driven envelopes, recipient authentication options, and a tamper evident audit trail, which provide operational controls for compliance and recordkeeping in document execution processes.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2018 | 2018 |
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Digital Advertising Platform | 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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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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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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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2021 | 2021 |
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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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Sensiba San Filippo
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Apps Being Evaluated by Sensiba San Filippo Executives
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