AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

The Refinery Leadership Partners Inc. Tech Stack and Enterprise Applications

The Refinery Leadership Partners Inc. ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2013 2013
In 2013 The Refinery Leadership Partners Inc. deployed Oracle NetSuite ERP as its ERP Financial system. The cloud based Oracle NetSuite ERP implementation centralized core financial processing for the 50 person Communications firm and served as the companywide financial ledger. The implementation focused on standard ERP Financial modules including general ledger, accounts payable, accounts receivable, invoicing, cash management, expense management, and financial reporting. Oracle NetSuite ERP was configured with a firm level chart of accounts and tax settings aligned to Canadian GST and HST requirements, and the deployment included revenue accounting and period close workflows typical of midmarket financial systems. The solution used Oracle NetSuite’s cloud SaaS architecture to provide centralized accounting and billing controls accessible to finance and operations staff. The instance functioned as the authoritative source for financial records and reporting, consolidating transactional posting and financial statement generation within the NetSuite environment. Governance was implemented through role based access controls, approval routing for payables and invoices, month end close procedures, and audit trail retention within the application. Rollout emphasized operational procedures and user training for a small, single country footprint to ensure consistent accounting workflows across the firm.
The Refinery Leadership Partners Inc. AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Drift Legacy Drift AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2021 2021
In 2021, The Refinery Leadership Partners Inc. deployed Drift AI Chatbot on its public website. The implementation uses Drift AI Chatbot within the Chatbots and Conversational AI category to provide an embedded conversational interface for web visitors, scaled to a 50 employee communications firm operating out of Canada. The deployment follows a SaaS chat widget pattern with a cloud-hosted conversational engine and browser-embedded chat client, aligning with common Chatbots and Conversational AI architectures for lightweight web integration. Configuration emphasis concentrated on conversational playbooks for lead capture and qualification, automated meeting routing and calendar handoff, and knowledge-based response flows, reflecting standard functional modules available in Drift AI Chatbot. Operational ownership spans marketing and sales touchpoints, with the chatbot instrumenting initial customer engagement, contact enrichment, and routing into existing sales workflows. Governance focused on conversation scripting, escalation rules and response SLAs to control messaging and handoff to human agents, ensuring the application supports web engagement and demand capture without introducing bespoke backend integrations.
The Refinery Leadership Partners Inc. Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
In 2015, The Refinery Leadership Partners Inc. implemented Microsoft 365 as its primary Collaboration platform. The Refinery Leadership Partners Inc. uses Microsoft 365 on their website and operates the solution as a cloud tenant architecture tailored to a 50-person Canadian communications firm. Microsoft 365 deployment at The Refinery Leadership Partners Inc. centers on standard Collaboration capabilities including Exchange Online for email and calendaring, SharePoint Online for intranet and document libraries, Microsoft Teams for chat and meetings, OneDrive for personal file sync, and Office desktop and web applications for content authoring. Identity and access are managed with Microsoft identity services to enable single sign-on and role-based administration, and the environment supports collaborative workflows such as co-authoring, channel-based project coordination, and controlled document sharing. Operational coverage spans leadership, communications, and client-facing functions where centralized document management and synchronous collaboration are primary needs. Governance activities include tenant administration, user provisioning, role separation for administrators, and configuration of site and channel structure to align with team workflows. The implementation narrative reflects a cloud-first Collaboration architecture using Microsoft 365 to support internal communications and document management.
The Refinery Leadership Partners Inc. CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2016 2016
Marketing Automation CRM 2018 2018
The Refinery Leadership Partners Inc. 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 2021 2021

IT Decision Makers and Key Stakeholders at The Refinery Leadership Partners Inc.

First Name Last Name Title Function Department Email Phone
CEO CXO Finance
Vice President, Eastern Canada VP Operations
President & Chair CXO Finance

Apps Being Evaluated by The Refinery Leadership Partners Inc. Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from The Refinery Leadership Partners Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the The Refinery Leadership Partners Inc. digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD The Refinery Leadership Partners Inc. Technographics
The Refinery Leadership Partners Inc. is a Communications organization based in Canada, with around 50 employees and annual revenues of $5.0 million.
The Refinery Leadership Partners Inc. operates a diverse technology stack with applications such as Oracle NetSuite ERP, Drift AI Chatbot and Microsoft 365, covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
The Refinery Leadership Partners Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Drift and Microsoft.
The Refinery Leadership Partners Inc. recently adopted applications including Drift AI Chatbot in 2021, Google Cloud Platform (GCP) in 2021 and Oracle Netsuite Bronto Marketing Platform in 2018, highlighting its ongoing modernization strategy.
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Our research team continuously updates The Refinery Leadership Partners Inc.’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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