New York, 10001, NY,
United States
SmartSource LLC Technographics
SmartSource LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SmartSource LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 160 SmartSource LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SmartSource LLC has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Microsoft 365 for Collaboration in 2015, DNN Evoq Content for Web Content Management in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SmartSource LLC is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , DotNetNuke 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 SmartSource LLC 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 SmartSource LLC 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.
SmartSource LLC Tech Stack and Enterprise Applications
SmartSource LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, SmartSource LLC implemented Oracle NetSuite ERP across its finance and billing organization. The deployment positioned Oracle NetSuite ERP as the company's ERP Financial platform to consolidate accounting and revenue workflows for a professional services firm.
Configuration prioritized core financial modules including general ledger, accounts receivable, accounts payable, billing and financial reporting, with automated invoicing and collections workflows aligned to professional services billing cycles. Workflows incorporated chart of accounts consolidation, automated journal processing, and revenue recognition logic typical of ERP Financial implementations. Role based access controls and segregation of duties were configured to support accounting controls and auditability.
The architecture used a cloud SaaS delivery model to centralize transactional finance data and provide a single ledger view for accounting and billing teams. The rollout was phased across finance and operations groups with emphasis on process standardization, user training and governance for change control and security. Ongoing configuration management and operational procedures were established to maintain financial controls and reporting consistency across SmartSource LLC.
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SmartSource LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, SmartSource LLC implemented Microsoft 365. The 160-employee professional services firm is using Microsoft 365 as a Collaboration platform on their public website and to support internal communications and client-facing touchpoints.
The Microsoft 365 deployment is described by observable site usage and aligns with standard Collaboration capabilities, including cloud email and calendaring, document collaboration and version control, synchronous conferencing and messaging, and an intranet or shared content layer for knowledge management. Microsoft 365 is serving as the central collaboration fabric for document sharing, co-authoring, and team communication workflows across the organization.
Operational coverage concentrates on company-wide employee collaboration and client correspondence consistent with a professional services firm, with tenant-level identity and access controls, user provisioning, and permission models forming the primary governance controls. Governance and operational ownership are expected to emphasize information protection and content lifecycle management typical of Microsoft 365 Collaboration deployments, with IT maintaining tenant configuration and access policies.
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SmartSource LLC Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DotNetNuke | Legacy | DNN Evoq Content | Web Content Management | Content Management | n/a | 2016 | 2016 |
In 2016, SmartSource LLC implemented DNN Evoq Content as its Web Content Management platform for the corporate website. The deployment of DNN Evoq Content is used to centralize content authoring, template driven page management, role based editing, media asset control, and staged publishing workflows to manage public site content.
The implementation supports marketing and client facing communications by consolidating page templates, editorial roles, and content lifecycle controls within the DNN Evoq Content environment. Governance appears oriented around editorial workflow and access controls, aligning web content operations with marketing and corporate communications functions.
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SmartSource LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2024 | 2024 |
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Customer Support | CRM |
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2021 | 2021 |
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SmartSource LLC PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2019 | 2019 |
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SmartSource LLC 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at SmartSource LLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Vice President Sales | VP | Sales | ||||
| CFO | CXO | Finance | ||||
| Senior Vice President Business Development | VP | Sales |
Apps Being Evaluated by SmartSource LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||