San Francisco, 94105, CA,
United States
Solio Technographics
Solio Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Solio and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Solio employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Solio has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2012, LogMeIn BoldChat for Chatbots and Conversational AI in 2020, Hotjar for Customer Experience 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 Solio is running and its propensity to invest more and deepen its relationship with Oracle , GoTo (formerly LogMeIn) , Contentsquare 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 Solio 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 Solio 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.
Solio Tech Stack and Enterprise Applications
Solio ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2012 | 2012 |
In 2012, Solio implemented Oracle NetSuite ERP. The small professional services firm deployed Oracle NetSuite ERP to centralize ERP Financial operations, consolidating core finance and project accounting functions for its United States business.
The implementation leveraged NetSuite's cloud-native SaaS architecture and focused on configuring standard financial modules typical of the ERP Financial category, including General Ledger, Accounts Receivable, Accounts Payable, Billing and revenue management, Fixed Assets, and Project Accounting to support time and billing workflows. Configurations emphasized a single chart of accounts, automated period close routines, and role-based access controls to align financial processes with the company size and service delivery model.
Rollout covered finance and operations functions, establishing centralized governance for accounting, compliance, and billing on Oracle NetSuite ERP. Operational ownership was placed with finance leadership and supported delivery teams, with an implementation approach that prioritized configuration over heavy customization to limit ongoing operational overhead for a 10-employee professional services firm.
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Solio AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoTo (formerly LogMeIn) | Legacy | LogMeIn BoldChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Solio implemented LogMeIn BoldChat on its public website. The deployment uses LogMeIn BoldChat as a Chatbots and Conversational AI solution to provide a visitor-facing chat widget for real-time customer engagement and automated conversational responses. The implementation centers on a lightweight client-side JavaScript widget embedded across site pages, with a vendor-hosted management console used to configure conversational flows, canned responses, routing rules, and transcript retention. Operational ownership resides with Solio's small customer-facing team who manage chat flows and handle live agent handoffs.
Functional capabilities in use align with Chatbots and Conversational AI workflows, including real-time messaging, bot-driven prompts, an agent console for escalations, and persistent chat transcripts for follow-up. Governance and rollout were executed through console-based configuration of routing and response libraries, and the site-wide embed served as the primary delivery mechanism. The narrative positions LogMeIn BoldChat as Solio's core conversational layer on its website, supporting customer service and inbound lead capture functions.
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Solio CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2020 | 2020 |
In 2020, Solio implemented Hotjar on its public website. Solio implemented Hotjar as a Customer Experience application to capture user interaction data and direct feedback, supporting web analytics and conversion analysis for customer-facing workflows.
Deployment used a client-side Hotjar tracking snippet embedded in site templates, configured to capture session recordings, heatmaps, conversion funnels, and on-page feedback widgets. Configuration focused on sampling controls, event targeting, and survey triggers to limit data capture to relevant pages and user journeys.
Operational scope covered Solio’s website and digital customer touchpoints, with product and marketing stakeholders using Hotjar to inform design and support decisions within the 10-person organization. Governance centered on consent and privacy configuration for Hotjar, and rollout was executed through staged template updates and site level configuration changes.
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Solio 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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Solio 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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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Solio
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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Apps Being Evaluated by Solio Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||