Sausalito, 94965, CA,
United States
Serena and Lily, Inc. Technographics
Serena and Lily, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Serena and Lily, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 270 Serena and Lily, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Serena and Lily, Inc. has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2016, Sift Science Digital Trust Platform for ML and Data Science Platforms in 2019, Zoom for Audio Video and Web Conferencing 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 Serena and Lily, Inc. is running and its propensity to invest more and deepen its relationship with Oracle , Affirm , Sift Science 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 Serena and Lily, Inc. revenues, which have grown to $70.0 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 Serena and Lily, Inc. 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.
Serena and Lily, Inc. Tech Stack and Enterprise Applications
Serena and Lily, Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2016 | 2017 |
In 2016, Serena and Lily, Inc. implemented Oracle NetSuite ERP to manage core ERP Financial operations across its finance organization. The implementation centered on processing and approving expense invoices, structuring vendor payment runs, fixed asset accounting, and expense report management tied to departmental budgeting. Operational scope included finance teams entering and coding expense invoices, preparing weekly check runs for selected expense and merchandise vendors, processing employee expense reports, and maintaining monthly rent schedules for multiple properties. The relationship between Serena and Lily, Inc., Oracle NetSuite ERP, ERP Financial and the company’s accounting and treasury functions is explicit in daily transaction workflows and month end activities.
Configuration work emphasized accounts payable workflows to obtain approval, code, and enter all expense invoices into Oracle NetSuite ERP, and a vendor selection process to prepare weekly check runs. Fixed assets capabilities were configured to calculate amortization for capital expenses and to prepare the related journal entries. Expense management controls and audit procedures supported review of monthly credit card expense reports and direct expense reimbursements. Lease related amounts were tracked by creating a spreadsheet of monthly rent schedules, verifying all increases via lease agreements, then recording verified rent adjustments in the system.
Operational coverage extended to cross-functional touchpoints, with finance coordinating closely with department managers for budgeting and forecasting and with HR or payroll counterparts for employee expense reimbursement workflows. The implementation documented vendor payment and expense approval procedures, and established routine audit steps for credit card and direct reimbursement reports. No specific third party system integrations are described in the available implementation notes.
Governance changes included formalized approval requirements to obtain authorization before invoice coding and entry, standardized vendor selection for weekly payments, and training for new and existing employees on company policies and procedures related to expenses. Audit processes were institutionalized to verify monthly credit card expenses and direct reimbursements, and lease agreement reviews were used to validate rent increases prior to posting. These governance elements reinforced transaction level controls and accountability within the finance function.
Financial planning support was incorporated, with staff assisting budgeting and forecasting for each department manager using data from Oracle NetSuite ERP and reconciled expense records. Transactional discipline around vendor payments, fixed asset amortization, expense reporting, and rent verification provided the foundational data used for departmental budget reviews and forecasts.
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Payment Processing | ERP |
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2019 | 2019 |
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Serena and Lily, Inc. AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sift Science | Legacy | Sift Science Digital Trust Platform | ML and Data Science Platforms | AI Development | n/a | 2019 | 2019 |
In 2019, Serena and Lily, Inc. deployed Sift Science Digital Trust Platform on their website as part of their ML and Data Science Platforms stack. The Sift Science Digital Trust Platform is instrumented across the e-commerce front end to capture user events and behavioral signals, and to provide real-time risk scoring and decisioning for web-based interactions.
The implementation focuses on typical fraud and trust capabilities within the ML and Data Science Platforms category, including behavioral analytics, device and session signal processing, risk scoring, and automated decision workflows applied to account creation, authentication flows, and checkout processes. Operational coverage centers on the Serena and Lily digital storefront and associated order and customer support touchpoints, with centralized score-based gating and rule orchestration to feed internal risk operations and customer service workflows.
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Serena and Lily, Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Serena and Lily, Inc. implemented Zoom. Serena and Lily uses Zoom as an Audio Video and Web Conferencing application on its public website to deliver browser-accessible audio and video sessions for external and internal audiences.
The deployment uses Zoom's cloud-hosted conferencing service and web client embedded into the site through meeting links or widgets to enable real-time meetings, screen sharing, and browser participant access. Zoom is provisioned to support collaboration and customer engagement, tying the Audio Video and Web Conferencing application to core business functions such as sales interactions, design reviews, and customer-facing consultations.
Operational coverage includes corporate teams and website visitors, providing a unified conferencing layer accessible from the public site. Governance is applied at the account level, with meeting configuration management and host role controls used to manage security and meeting workflows for scheduled and ad hoc sessions.
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Collaboration | Collaboration |
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2015 | 2015 |
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Serena and Lily, Inc. eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2013 | 2013 |
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eCommerce | eCommerce |
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2015 | 2015 |
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Personalization and Product Recommendations | eCommerce |
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2016 | 2016 |
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Personalization and Product Recommendations | eCommerce |
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2018 | 2018 |
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Personalization and Product Recommendations | eCommerce |
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2022 | 2022 |
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Serena and Lily, Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Center | CRM |
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2019 | 2019 |
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CRM | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Loyalty | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Serena and Lily, Inc. ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Serena and Lily, Inc. 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Serena and Lily, Inc. 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Serena and Lily, Inc.
Apps Being Evaluated by Serena and Lily, Inc. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||