SwishData
17 Feagles Road,
Warwick, 10990, NY,
United States
Warwick, 10990, NY,
United States
1 703-635-3324
Professional Services
SwishData Technographics
SwishData Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SwishData and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 SwishData employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SwishData has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Zoom for Audio Video and Web Conferencing in 2021, Intuit Mailchimp for Marketing Automation 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 SwishData is running and its propensity to invest more and deepen its relationship with Oracle , Zoom Video Communications , Microsoft 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 SwishData revenues, which have grown to $5.0 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 SwishData 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.
SwishData Tech Stack and Enterprise Applications
SwishData ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, SwishData implemented Oracle NetSuite ERP to standardize finance operations across its United States professional services organization. The deployment targeted ERP Financial functionality and covered company-wide finance and accounting for a 50 person firm with approximately $5 million in revenue.
Oracle NetSuite ERP configuration emphasized core financial modules including general ledger, accounts payable, accounts receivable, billing and revenue recognition, financial reporting, chart of accounts standardization, and tax configuration. The implementation incorporated role based security and configurable approval workflows for procure to pay and order to cash, along with automated journal entry processing consistent with ERP Financial practices.
The deployment used Oracle NetSuite ERP as a cloud native SaaS application, providing a centralized single ledger architecture and unified financial data model to support accounting and revenue operations. System configuration focused on centralized transaction processing and consolidated financial reporting to simplify month end routines and maintain a single source of truth for finance.
Governance was implemented through a standardized chart of accounts, centralized month end close procedures, and explicit approval matrices for accounting and billing tasks, establishing Oracle NetSuite ERP as the authoritative financial system. The project framed operational control within finance and revenue operations across the United States organization, aligning processes and workflows to the ERP Financial platform.
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SwishData 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 | 2021 | 2021 |
In 2021 SwishData implemented Zoom to embed real time conferencing capabilities on its public website. The deployment provides browser based video and audio sessions and meeting join flows to support client engagements and remote collaboration for the 50 person professional services firm. Zoom is configured to deliver scheduled meeting links, live screen sharing, and recording consistent with Audio Video and Web Conferencing functionality. The configuration focuses on client facing meeting orchestration and external access rather than internal infrastructure changes.
The implementation integrates a web facing Zoom meeting interface into site workflows, exposing meeting join flows, scheduling links, and in browser meeting controls to external clients. Operational scope centers on client delivery teams and customer facing workflows, with IT responsible for account configuration, access control, and meeting provisioning. Governance includes meeting access policies, scheduled meeting provisioning, and host permission controls to align operations with Audio Video and Web Conferencing standards. The narrative restates Zoom as the primary Audio Video and Web Conferencing application SwishData operates on its website.
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Collaboration | Collaboration |
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2018 | 2018 |
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SwishData CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, SwishData implemented Intuit Mailchimp to establish email marketing and audience management capabilities. The deployment used Intuit Mailchimp as a cloud SaaS Marketing Automation platform integrated into the SwishData website for embedded signup forms, list capture, and campaign delivery. Configuration centered on audience lists, campaign builders, template management, signup form embedding, and automation sequences consistent with Marketing Automation functional workflows. Governance positioned marketing as the primary owner of templates and lists, with role based access and approval checkpoints for campaign sends.
Operational coverage focused on marketing and client engagement for SwishData within the United States, aligning email campaigns with professional services outreach patterns. The technical architecture relied on standard SaaS integration via embedded forms and tracking snippets on the company website, eliminating additional on premises infrastructure. Rollout emphasized templated campaign design, segmentation, and consent workflows to align with service line communications, with administration performed by the internal marketing team.
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SwishData 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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SwishData 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 SwishData
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Owner | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Vice President Operations | VP | Operations | |
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Apps Being Evaluated by SwishData Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SwishData IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SwishData digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD SwishData Technographics
SwishData is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
SwishData operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Zoom and Intuit Mailchimp,
covering areas like ERP Financial, Audio Video and Web Conferencing and Marketing Automation.
SwishData has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Zoom Video Communications and Intuit.
SwishData recently adopted applications including
Zoom in 2021, Google Cloud Platform (GCP) in 2021 and Okta Identity Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SwishData’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SwishData’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete SwishData technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.