Morrisville, 27560, NC,
United States
The EI Group Technographics
The EI Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The EI Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 The EI Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The EI Group has purchased the following applications: Deltek Vision for ERP Financial in 2014, Administrate for Learning and Development in 2018, Constant Contact Email Marketing for Marketing Automation in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems The EI Group is running and its propensity to invest more and deepen its relationship with Deltek , Administrate , Constant Contact 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 The EI Group revenues, which have grown to $10.0 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 The EI Group 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.
The EI Group Tech Stack and Enterprise Applications
The EI Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Deltek | Legacy | Deltek Vision | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, The EI Group implemented Deltek Vision as its ERP Financial application to support project accounting and finance for its professional services operations. The EI Group is a 100-employee professional services firm where field Industrial Hygienists authored client reports, and Deltek Vision was deployed to anchor job-level financial records alongside Microsoft Word, Adobe Acrobat, and Google Sheets used for report creation and status tracking.
Deltek Vision was configured to centralize project financials, billing and time and expense capture consistent with ERP Financial capabilities for professional services firms. Report authoring continued in Microsoft Word and PDF workflows via Adobe Acrobat, while report delivery status and interim tracking were maintained in Google Sheets and recorded against project records in Deltek Vision.
The operational scope spanned field operations, project management, and finance, with Deltek Vision functioning as the system of record for project financials and client invoicing. Work product and delivery status remained external to the ERP, creating a dual workflow where document creation and client communication used authoring and spreadsheet tools, and financial reconciliation and billing leveraged Deltek Vision.
Governance emphasized embedding report delivery checkpoints into project workflows inside Deltek Vision, while retaining manual tracking in Google Sheets during client delivery phases. This implementation reflects a common ERP Financial pattern for small professional services firms, where document authoring tools drive field reporting and the ERP anchors project accounting and billing workflows.
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The EI Group HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Administrate | Legacy | Administrate | Learning and Development | HCM | n/a | 2018 | 2018 |
In 2018, The EI Group implemented Administrate as its Learning and Development platform. The EI Group, a 100 person professional services firm, surfaces Administrate on their website to publish course information and capture registrations, aligning the Administrate application with ongoing training and client facing course delivery.
The implementation centers on core Learning and Development capabilities typical of the Administrate product, including course catalog management, online registration and booking workflows, learner record management, scheduling and calendar coordination, and operational reporting for training administration. Configuration work emphasized course metadata, public course listings on the EI Group website, enrollment rules, and role based access for training administrators and instructors.
Deployment reflects a cloud hosted SaaS orientation with the Administrate application integrated into public web pages for customer enrollment and an internal admin interface for staff. Operational scope covers training operations spanning HR and delivery teams within the firm, with governance focused on centralized course administration, instructor scheduling processes, and a single source of truth for learner records and compliance tracking. Administrate is used as the primary Learning and Development application to manage the company training catalog and enrollment workflows.
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The EI Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constant Contact | Legacy | Constant Contact Email Marketing | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018, The EI Group implemented Constant Contact Email Marketing as its Marketing Automation solution on the company website. The deployment uses Constant Contact Email Marketing as a cloud hosted platform to support email campaign orchestration and subscriber management for the firm’s marketing organization.
Implementation scope centers on campaign creation, template management, list segmentation, scheduled sending, and basic autoresponder workflows, aligned with common Marketing Automation functional terminology. The EI Group connects Constant Contact Email Marketing to its website via embedded signup forms and on-site capture to sustain subscriber growth and campaign targeting, with marketing operations responsible for campaign configuration, content approval workflows, and ongoing list hygiene governance.
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The EI Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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IT Service Management | ITSM |
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2021 | 2021 |
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The EI Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
|
|
Transactional Email | PaaS |
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2019 | 2019 |
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The EI Group IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
|
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Application Hosting and Computing Services | IaaS |
|
2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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The EI Group CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at The EI Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by The EI Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||