Brea, 92823, CA,
United States
Solugenix Technographics
Solugenix Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Solugenix and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1200 Solugenix employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Solugenix has purchased the following applications: Sage Intacct for ERP Financial in 2015, Hubspot Live Chat for Chatbots and Conversational AI in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Solugenix is running and its propensity to invest more and deepen its relationship with Sage , HubSpot , Cisco Systems 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 Solugenix revenues, which have grown to $150.0 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 Solugenix 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.
Solugenix Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP Financial Management | AcctTwo Shared Services | 2015 | 2015 |
In 2015, Solugenix engaged AcctTwo Shared Services to implement Sage Intacct as its ERP Financial system. Solugenix is a Brea, California headquartered consulting firm with business units that include technical support, IT staffing, IT managed services, consulting and managed services supporting hospital supplies inventory tracking, serving Fortune 1000 customers in financial services, consumer products and medical device sectors.
The implementation concentrated on core financial management capabilities, deploying Sage Intacct modules for general ledger, accounts payable, accounts receivable, multi-entity consolidation and real-time financial reporting to centralize transactional accounting and reporting workflows. Configuration work emphasized role-based access and reporting frameworks to extend financial visibility to operations managers who previously had to assemble reports manually.
AcctTwo Shared Services led project delivery and configured Sage Intacct to surface operational metrics alongside financial data, integrating operational data feeds from internal inventory tracking and managed services processes to provide a unified operational and financial reporting layer. The technical approach focused on cloud-based deployment of Intacct with modular financial components, enabling centralized accounting controls while making operational metrics accessible to nonfinance managers.
Governance and rollout prioritized expanded accessibility for company managers, aligning reporting responsibilities and accountability across business units and improving visibility into business dynamics and drivers. The public announcement states the engagement delivered a real-time view into both financial and operational reporting and increased accessibility of operational and financial reports for company managers.
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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 | 2020 | 2020 |
In 2020, Solugenix deployed Hubspot Live Chat on its public website. Hubspot Live Chat, classified in the Chatbots and Conversational AI category, was embedded as a web-based conversation layer to capture inbound customer inquiries and route them to internal teams.
The Hubspot Live Chat implementation leverages common chat widget capabilities including automated greeting flows, pre-chat capture forms, real-time agent messaging, canned responses and transcript capture. Configuration work concentrated on conversation routing rules, chat form fields to enrich contact records, and message templates to standardize first response across channels.
Operationally the deployment uses an embedded script on Solugenix’s website and funnels conversations into the HubSpot conversation inbox and associated contact records on the HubSpot platform, centralizing chat history alongside marketing and sales data. The rollout impacts customer support, sales engagement and demand generation by providing a persistent, searchable conversation record for follow up and qualification.
Governance was implemented through inbox ownership, calibrated routing and escalation rules, and template governance to ensure consistent messaging across teams. Training emphasized agent use of the Hubspot Live Chat conversation inbox and ongoing maintenance of chat configuration within the Chatbots and Conversational AI tooling.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Solugenix implemented Cisco Webex Meetings as its Audio Video and Web Conferencing solution and embedded Cisco Webex Meetings functionality on the corporate website to support browser-based joining and scheduled client sessions. Solugenix used Cisco Webex Meetings to provide web conferencing, host controls, participant management, meeting registration and recording capabilities consistent with Audio Video and Web Conferencing deployments, aligning the application to client engagement and internal collaboration business functions.
The implementation focused on website-hosted meeting entry points and standard conferencing workflows, including scheduled meetings and ad hoc meeting joins via browser or native clients. Operational coverage included client-facing delivery teams and internal collaboration across professional services, with governance oriented to meeting naming standards, access controls and meeting scheduling policies to standardize usage across the organization.
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Collaboration | Collaboration |
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2015 | 2015 |
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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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2021 | 2021 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2019 | 2019 |
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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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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Solugenix
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Solugenix Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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