Costa Mesa, 92626, CA,
United States
Synoptek Technographics
Synoptek Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Synoptek and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1131 Synoptek employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Synoptek has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Zendesk Chat for Chatbots and Conversational AI in 2014, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Synoptek is running and its propensity to invest more and deepen its relationship with Intuit , Cegid , Zendesk 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 Synoptek revenues, which have grown to $229.0 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 Synoptek 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.
Synoptek Tech Stack and Enterprise Applications
Synoptek ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Synoptek implemented Intuit Quickbooks Enterprise as its ERP Financial application. The deployment centralized core finance and accounting functions for the professional services firm, covering accounts payable, accounts receivable, invoicing, and general ledger activities to support professional services billing and revenue workflows.
Configuration work focused on configuring the chart of accounts, role based access controls, invoice templates, and financial reporting frameworks typical of an ERP Financial deployment, with month end close orchestration and automated billing sequences. Intuit Quickbooks Enterprise was aligned with timekeeping and billing workflows to link project effort capture to invoicing, and governance emphasized standardized financial processes, controls, and staffing practices with a hiring preference for candidates experienced in QuickBooks.
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ERP Financial | ERP |
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2011 | 2011 |
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Synoptek AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2014 | 2014 |
In 2014, Synoptek implemented Zendesk Chat on its public website. The deployment uses Zendesk Chat in the Chatbots and Conversational AI category to enable real-time visitor engagement for the professional services organization. This implementation signal indicates site-embedded conversational capability tied to Synoptek's external customer touchpoints.
Configuration followed patterns common to the Chatbots and Conversational AI category, including a web-embedded chat widget, agent routing and session handoff, canned responses and transcript capture. Zendesk Chat was configured to support proactive messaging and real-time two-way conversations, aligning with standard chat workflows for lead qualification and support triage. Logging and chat transcript capture provide a persistent interaction record for follow-up.
The Zendesk Chat implementation is front-end focused, instrumenting Synoptek's website as the engagement layer. Operational coverage centers on customer support and pre-sales engagement functions, where agents manage live sessions and escalate to internal teams through established workflows. No named backend integrations are specified in source data, so integration details with CRM or ticketing systems are not claimed.
Governance emphasizes chat routing, agent availability management, and scripted response governance to maintain consistent customer interactions. Rollout is limited to the website channel as recorded, with standard category-aligned capabilities supporting conversational intake, session handoff, and transcript retention. This record confirms that Synoptek uses Zendesk Chat to provide web-based conversational engagement under the Chatbots and Conversational AI application category.
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Synoptek Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Synoptek implemented Microsoft 365 to provide Collaboration capabilities across its professional services organization. The company is using Microsoft 365 on their website, indicating that cloud-hosted collaboration services are surfaced for both internal users and external web visitors.
The Microsoft 365 deployment focuses on core collaboration functionality typical to the Collaboration category, including cloud email and calendaring, document management and versioned file sharing, and synchronous team collaboration and messaging workflows. Configuration emphasizes tenant-level administration, content governance, and role-based access to support professional services delivery and client engagement scenarios.
Operational coverage centers on Synoptek’s IT and professional services teams, with Microsoft 365 configured to support internal collaboration and client-facing content published via the corporate website. Governance practices described include centralized tenant management, standardized collaboration policies, and managed access controls to align collaboration tooling with firm service delivery processes.
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Synoptek eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Shipping Management | eCommerce |
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2023 | 2023 |
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Synoptek CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2023 | 2023 |
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Synoptek ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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Remote Monitoring and Management | ITSM |
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2023 | 2023 |
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Synoptek PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Synoptek 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Synoptek
Apps Being Evaluated by Synoptek Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-08-21 | Synoptek | Evaluated | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP |
| 2025-02-18 | Synoptek | Evaluated | Microsoft | Microsoft Power BI | Analytics and BI | Analytics and BI |