Boca Raton, 33431, FL,
United States
Take 5 Solutions Technographics
Take 5 Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Take 5 Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Take 5 Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Take 5 Solutions has purchased the following applications: Microsoft 365 for Collaboration in 2019, Oracle NetSuite CRM for CRM in 2014, Rackspace Cloud for Application Hosting and Computing Services in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Take 5 Solutions is running and its propensity to invest more and deepen its relationship with Microsoft , Oracle , Rackspace Technology 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 Take 5 Solutions revenues, which have grown to $6.0 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 Take 5 Solutions 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.
Take 5 Solutions Tech Stack and Enterprise Applications
Take 5 Solutions Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Take 5 Solutions implemented Microsoft 365. The deployment uses Microsoft 365 in the Collaboration category to provide cloud-hosted email, document sharing, and team messaging for the 60 employee communications firm in the United States, and the customer footprint shows Microsoft 365 referenced on the company website.
The implementation follows a tenant based SaaS architecture with centralized administration and license management, and identity and user provisioning managed through Azure Active Directory to enable single sign on and account governance. Functional modules in use align with Collaboration workflows and include Exchange Online for email, SharePoint Online and OneDrive for Business for document management, and Microsoft Teams for synchronous collaboration, while governance emphasizes tenant level admin roles, external sharing controls, and licensing policy to manage internal communications and collaborative content.
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Take 5 Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2014 | 2014 |
In 2014, Take 5 Solutions implemented Oracle NetSuite CRM, deploying the cloud based Oracle NetSuite CRM to centralize customer records and standardize customer facing processes. The deployment leveraged NetSuite’s SaaS architecture, with a tenant configuration sized for a 60 person communications company and user provisioning aligned to departmental roles.
Configuration emphasized core CRM modules, including contact and account management, opportunity and pipeline management, activity and interaction tracking, case management for customer service, and role based dashboards and reporting. Workflow automation was applied to lead qualification and opportunity stages, and custom fields and forms were configured to reflect communications industry terminology and sales process requirements.
Operational coverage targeted the sales and customer service teams and extended into operations for account handoffs and order capture workflows, establishing a centralized master customer record as the single source of truth. Access controls and role segmentation were implemented to enforce separation of duties between sales, service, and operations functions.
Governance focused on defined data stewardship, approval workflows for critical customer data changes, standardized sales stage definitions, and phased user onboarding and training to drive consistent process adoption. Change control and periodic configuration reviews were instituted to manage ongoing system governance and security role assignments.
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Take 5 Solutions IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rackspace Technology | Legacy | Rackspace Cloud | Application Hosting and Computing Services | IaaS | n/a | 2012 | 2012 |
In 2012, Take 5 Solutions deployed Rackspace Cloud to host its corporate website. The Rackspace Cloud deployment provides the company's Application Hosting and Computing Services footprint for its public web presence and customer facing content.
The implementation centers on Rackspace Cloud virtual server instances and object storage to serve web content, with standard hosting components such as DNS management, SSL termination, and monitoring configured to support uptime and content delivery. For a 60 employee communications firm, the configuration emphasizes lightweight provisioning and managed infrastructure to reduce in house server administration and ongoing operations overhead.
Operational coverage is focused on website and online customer engagement workflows, with Rackspace Cloud supplying compute, storage, and managed operational tooling for site updates and availability. Governance concentrates on hosting controls, access management, and billing oversight rather than broader enterprise application integration.
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Digital Workspace | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Take 5 Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Vice President of Sales | VP | Sales | ||||
| Director of Business Development | Director | Finance |
Apps Being Evaluated by Take 5 Solutions Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||