Soderberg & Partners Technographics
Soderberg & Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Soderberg & Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Soderberg & Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Soderberg & Partners has purchased the following applications: Microsoft 365 for Collaboration in 2015, EpiServer CMS for Web Content Management in 2019, Hubspot CRM for CRM 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 Soderberg & Partners is running and its propensity to invest more and deepen its relationship with Microsoft , Optimizely , 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 Soderberg & Partners revenues, which have grown to $1.0 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 Soderberg & Partners 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.
Soderberg & Partners Tech Stack and Enterprise Applications
Soderberg & Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Soderberg & Partners implemented Microsoft 365 to support Collaboration across the firm. The deployment is a cloud tenant implementation of Microsoft 365 delivering Exchange Online email, Office desktop and web productivity apps, OneDrive for Business file synchronization, SharePoint Online team sites, and Microsoft Teams for real time messaging and meetings, configured to meet the needs of a 10 person insurance firm.
Microsoft 365 is also surfaced on the company website, with tenant-hosted documents and mailboxes exposed for customer contact and published content. Operational scope centers on core business functions including customer service, administration, and brokerage support, with governance enforced through tenant administration, role based permissions, shared site access, and basic user provisioning and document sharing workflows.
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Soderberg & Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Optimizely | Legacy | EpiServer CMS | Web Content Management | Content Management | n/a | 2019 | 2019 |
In 2019, Soderberg & Partners implemented EpiServer CMS to power their public website. The deployment uses EpiServer CMS as a Web Content Management platform to centralize content authoring, template-driven publishing, media asset management and basic SEO controls for the corporate site.
Configuration and operational scope are scaled to a 10-person insurance firm, with implementation emphasis on streamlined editorial workflows and template reuse to enable in-house content updates and marketing communications. Governance is simplified to a small editorial process and role-based content ownership, aligning Soderberg & Partners EpiServer CMS Web Content Management with its marketing and corporate communications functions in Sweden.
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Soderberg & Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2020 | 2020 |
In 2020, Soderberg & Partners implemented Hubspot CRM as their CRM platform. The deployment uses Hubspot CRM on the company website to capture inbound leads, create and enrich contact and company records, and initiate CRM-driven sales, marketing, and client service workflows. Soderberg & Partners Hubspot CRM relationship positions CRM as the central system for customer interactions and pipeline management within the small Swedish insurance firm.
Configuration centers on standard CRM functional modules including contact management, deal pipeline stages, web forms and site tracking scripts, email activity logging, and dashboard reporting. The implementation is cloud hosted and integrated with the corporate website so that website form submissions automatically create or update records in Hubspot CRM and feed activity timelines. Governance is organized for a compact team, with centralized administration responsible for configuration, data quality and basic pipeline hygiene to support sales and client servicing processes.
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Customer Experience | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Soderberg & Partners ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2018 | 2018 |
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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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2016 | 2016 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Soderberg & Partners Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2019 | 2019 |
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Soderberg & Partners 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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2020 | 2020 |
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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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Soderberg & Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Soderberg & Partners Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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