UBSOffice
302 Rt 46,
East Fairfield, 07004, NJ,
United States
East Fairfield, 07004, NJ,
United States
1 973-276-6299
Professional Services
UBSOffice Technographics
UBSOffice Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by UBSOffice and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 UBSOffice employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that UBSOffice has purchased the following applications: ECi e-automate for Field Service Management in 2015, Microsoft 365 for Collaboration in 2016, WooCommerce for eCommerce in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems UBSOffice is running and its propensity to invest more and deepen its relationship with ECi Software Solutions , Microsoft , GoDaddy 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 UBSOffice revenues, which have grown to $2.0 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 UBSOffice 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.
UBSOffice Tech Stack and Enterprise Applications
UBSOffice ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ECi Software Solutions | Legacy | ECi e-automate | Field Service Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 UBSOffice implemented ECi e-automate as its Field Service Management platform to provide a unified ERP for its 20-person professional services firm. The deployment was configured and maintained by an in-house IT/Systems Administrator who administered server, network and desktop environments while configuring ECi e-automate to support core service workflows across sales, service and administrative functions. ECi e-automate was used to centralize service ticketing, billing and inventory-related workflows and to serve as the company ERP, with the IT team responsible for day to day configuration, troubleshooting and user support.
The implementation included explicit integrations and adjacent system work coordinated by the IT/Systems Administrator, including the rollout of CEO Juice for data analytics, migration of Canon MFP devices to imageWare remote metering services, and the company transition from Microsoft Exchange 2010 to Microsoft Office 365. Governance and operational rollout emphasized internal training and network administration, with the administrator developing networking and software training courses and providing support to sales and service teams for customer facing software and network issues. ECi e-automate remained the focal Field Service Management application for UBSOffice, supporting service operations, sales order processing and administrative ERP tasks.
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UBSOffice Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016 UBSOffice implemented Microsoft 365 to provide core Collaboration capabilities across the organization. UBSOffice Microsoft 365 Collaboration supports the 20 employee professional services firm based in the United States, establishing a cloud-hosted productivity backbone for email, document sharing, and internal communication.
The deployment was configured as a Microsoft 365 tenant delivering standard functional modules typical of the suite, including Exchange Online for email, SharePoint Online for centralized document libraries, OneDrive for Business for user file sync, Microsoft Teams for chat and meetings, and the Office desktop and web applications for authoring. Configuration work emphasized tenant-level licensing and user mailbox and site provisioning, with site collections and Teams channels organized to align with client services and administrative workflows.
Operational coverage was organization-wide, spanning client-facing teams and back office functions, and the company website references indicate Microsoft 365 is in active use. Governance and operational controls focused on user onboarding and offboarding workflows, license assignment, access and sharing policies, and basic security and compliance settings appropriate for a small professional services firm.
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration, Audio Video and Web Conferencing | Collaboration |
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2024 | 2024 |
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UBSOffice eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2016 | 2016 |
In 2016, UBSOffice deployed WooCommerce from Automattic on its corporate website to provide a direct online selling capability and establish an eCommerce presence. The implementation positions WooCommerce as the primary storefront and order capture layer for the firm.
The WooCommerce deployment implements standard eCommerce functional modules including product catalog management, shopping cart and checkout workflows, order management, and tax and shipping configuration. UBSOffice uses WooCommerce to manage SKU level listings, pricing and inventory visibility, and to orchestrate order status transitions from new order to fulfillment.
Operational coverage centers on the customer facing sales and operations functions for the United States based professional services firm with 20 employees. Configuration and day to day administration of WooCommerce are managed internally, with payment processing and shipping handled through established WooCommerce extension patterns rather than named third party integrations.
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eCommerce | eCommerce |
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2021 | 2021 |
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UBSOffice CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2024 | 2024 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2024 | 2024 |
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Tag Management | CRM |
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2019 | 2019 |
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UBSOffice ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2023 | 2023 |
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UBSOffice 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at UBSOffice
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by UBSOffice Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from UBSOffice IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the UBSOffice digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD UBSOffice Technographics
UBSOffice is a Professional Services organization based in United States,
with around 20 employees and annual revenues of $2.0 million.
UBSOffice operates a diverse technology stack with applications such as
ECi e-automate, Microsoft 365 and WooCommerce,
covering areas like Field Service Management, Collaboration and eCommerce.
UBSOffice has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ECi Software Solutions, Microsoft and Automattic.
UBSOffice recently adopted applications including
Microsoft 365 in 2016, WooCommerce in 2016 and ECi e-automate in 2015,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of UBSOffice’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates UBSOffice’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 UBSOffice technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.