Estero, 33928, FL,
United States
TerraSmart LLC Technographics
TerraSmart LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TerraSmart LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 TerraSmart LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TerraSmart LLC has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Microsoft 365 for Collaboration in 2015, Formstack Forms for Customer Experience in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TerraSmart LLC is running and its propensity to invest more and deepen its relationship with Oracle , Intuit , 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 TerraSmart LLC revenues, which have grown to $3.0 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 TerraSmart LLC 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.
TerraSmart LLC Tech Stack and Enterprise Applications
TerraSmart LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, TerraSmart LLC implemented Oracle NetSuite ERP as its ERP Financial platform to centralize accounting, procurement, and billing workflows for the 30 person utilities firm. The deployment focused on cloud SaaS configuration scaled to a small enterprise profile, implementing core financial modules including general ledger, accounts payable, accounts receivable, billing, fixed assets, and basic inventory and procurement controls, with role based access and configurable approval workflows to support controlled financial operations.
Oracle NetSuite ERP was configured to support month end close orchestration, automated journal processing, and invoicing workflows, aligning finance and procurement teams on a single ledger and chart of accounts. Operational coverage emphasized finance and operations departments, with governance implemented through approval routing, user roles, and documentation of accounting procedures to standardize transaction processing and vendor payment controls across the organization.
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ERP Financial | ERP |
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2012 | 2012 |
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TerraSmart LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, TerraSmart LLC deployed Microsoft 365 as its Collaboration platform. The U.S. utilities company of 30 employees is using Microsoft 365 on their website and as the primary cloud-hosted productivity and collaboration suite, with Microsoft as the vendor. The deployment followed a tenant-based SaaS architecture, provisioning core Microsoft 365 services to all users and centralizing email, document sharing and real-time collaboration. Implementation scope covered company-wide communication, document workflows and external-facing content tied to the corporate site.
Architecturally the configuration aligns with common Microsoft 365 patterns, leveraging Exchange Online for email, SharePoint Online for document libraries and site content, Microsoft Teams for synchronous collaboration, OneDrive for personal file storage and Office applications for desktop productivity. Identity and access control were managed at the tenant level with Azure Active Directory and Microsoft 365 administrative controls to govern sharing, access and retention policies. Operational coverage included internal teams responsible for operations, project delivery and administrative functions, with governance centered on centralized tenant administration and policy configuration. The profile reflects a focused Microsoft 365 footprint consistent with the Collaboration category used to support core business functions.
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TerraSmart LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Formstack | Legacy | Formstack Forms | Customer Experience | CRM | n/a | 2021 | 2021 |
In 2021, TerraSmart LLC implemented Formstack Forms on their website to standardize online customer intake and interaction within its Customer Experience stack. The deployment embeds Formstack Forms directly into public web pages and leverages the application’s form templates, conditional logic, validation rules, and responsive rendering to capture inquiries, service requests, and lead data.
Configuration work focused on form structure, field-level validation, and notification workflows, with administrative control retained by the company’s web and operations owners, and ongoing updates executed through the Formstack Forms interface. The implementation impacts customer-facing functions including customer support and sales enablement, and is governed by centralized form administration and iterative content updates across the website.
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Customer Support | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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TerraSmart LLC 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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TerraSmart LLC 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2013 | 2013 |
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TerraSmart LLC CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at TerraSmart LLC
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Apps Being Evaluated by TerraSmart LLC Executives
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