Vancouver, V6B 5C6, BC,
Canada
The Refinery Leadership Partners Inc. Technographics
The Refinery Leadership Partners Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Refinery Leadership Partners Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 The Refinery Leadership Partners Inc. 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 Refinery Leadership Partners Inc. has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, Drift AI Chatbot for Chatbots and Conversational AI in 2021, Microsoft 365 for Collaboration in 2015 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 Refinery Leadership Partners Inc. is running and its propensity to invest more and deepen its relationship with Oracle , Drift , 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 The Refinery Leadership Partners Inc. revenues, which have grown to $5.0 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 Refinery Leadership Partners Inc. 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 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.
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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.
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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.
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The Refinery Leadership Partners Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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The Refinery Leadership Partners Inc. 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at The Refinery Leadership Partners Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Vice President, Eastern Canada | VP | Operations | ||||
| President & Chair | CXO | Finance |
Apps Being Evaluated by The Refinery Leadership Partners Inc. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||