AI Buyer Insights:

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

The Dalton Agency Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Basis Global Technologies Legacy Basis Automated Billing AR Automation ERP Financial Management n/a 2023 2023
In 2023 The Dalton Agency deployed Basis Automated Billing as part of its Basis platform adoption for the agency’s United States digital media business. The Dalton Agency implemented Basis Automated Billing, an AR Automation solution, alongside broader Basis platform usage to consolidate adtech, improve cross-channel campaign performance, and support new business efforts that delivered lower CPA and higher ROAS for client campaigns. The implementation configured Basis Automated Billing to deliver core AR Automation capabilities including automated invoice generation, billing reconciliation, configurable billing rules for media buys, scheduled statement delivery, and workflow automation for invoice approvals. Configuration emphasized aligning billing cycles to campaign pacing and client contract terms, and standardizing reconciliation processes to reduce manual accounting handoffs. Operational scope focused on finance and account management functions within the agency, centralizing billing data from the Basis adtech platform and feeding agency finance workflows for client billing and collections. Given The Dalton Agency’s small size, the deployment relied on configuration and platform-native workflows rather than complex custom architecture, enabling rapid adoption across client services and finance teams in the United States. Rollout and governance centered on staged activation by client billing cycle, with new governance for billing rules, invoice review, and reconciliations to ensure consistent AR processes. Use of Basis Automated Billing is inferred to have supported finance operations by automating billing reconciliation and invoice generation, while the broader Basis platform adoption produced the cited campaign outcomes of lower CPA and higher ROAS.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2015 2015
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2023 2023
IT Decision Makers and Key Stakeholders at The Dalton Agency
First Name Last Name Title Function Department Email Phone
No data found
Apps Being Evaluated by The Dalton Agency Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD The Dalton Agency Technographics

The Dalton Agency is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

The Dalton Agency operates a diverse technology stack with applications such as Basis Automated Billing, Microsoft 365 and Google Tag Manager, covering areas like AR Automation, Collaboration and Tag Management.

The Dalton Agency has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Basis Global Technologies, Microsoft and Google.

The Dalton Agency recently adopted applications including Basis Automated Billing in 2023, Google Cloud Platform (GCP) in 2023 and Liquid Web Cloud Servers in 2018, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of The Dalton Agency’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates The Dalton Agency’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 The Dalton Agency technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.