San Diego, 92111, CA,
United States
UpWind Solutions, Inc. Technographics
UpWind Solutions, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by UpWind Solutions, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 UpWind Solutions, 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 UpWind Solutions, Inc. has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Microsoft 365 for Collaboration in 2015, HubSpot CMS for Web Content Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems UpWind Solutions, Inc. is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , HubSpot 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 UpWind Solutions, Inc. revenues, which have grown to $45.0 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 UpWind Solutions, 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.
UpWind Solutions, Inc. Tech Stack and Enterprise Applications
UpWind Solutions, Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, UpWind Solutions, Inc. implemented Oracle NetSuite ERP as its ERP Financial system. The engagement centered on deploying Oracle NetSuite ERP to centralize core financial operations for the company, aligning the application with finance and accounting responsibilities across the organization.
The implementation configured core financial modules including general ledger, accounts receivable, accounts payable, billing, fixed assets, and financial reporting. Oracle NetSuite ERP was configured to enforce accounting period controls, structured chart of accounts logic, and audit-friendly transaction trails consistent with ERP Financial functional expectations.
The deployment used Oracle NetSuite ERP cloud-hosted architecture and relied on native role-based access controls and workflow engines to manage approvals and segregation of duties. Configuration work emphasized system-level controls, tax and compliance settings, and built-in financial reporting to provide a single source of record for transactional finance data.
Operational coverage focused on finance, accounting, and billing functions within UpWind Solutions, Inc., with governance changes that formalized approval workflows and standardized accounting processes. The rollout narrative highlights an enterprise-focused configuration of Oracle NetSuite ERP, embedding policy-driven controls and financial process standardization rather than point solutions.
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UpWind Solutions, 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, UpWind Solutions, Inc. deployed Microsoft 365 as its primary Collaboration platform. The company is using Microsoft 365 on their website, establishing the suite as the central collaboration layer for corporate communications and document handling.
The implementation leveraged core Microsoft 365 components, including Exchange Online for enterprise email, SharePoint Online for intranet and document management, Microsoft Teams for persistent chat and meetings, and OneDrive for Business for endpoint file sync and personal storage. Configuration emphasized centralized document libraries, group mailboxes, real-time coauthoring, and collaboration governance aligned with Collaboration functional workflows.
Administration is tenant based with Azure Active Directory used for identity and access management and role based administration to enforce IT governance. The rollout covered corporate users across the United States and was sized to support approximately 250 employees, with configuration focused on retention and sharing policies and standard access controls for Collaboration operations.
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UpWind Solutions, Inc. Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | HubSpot CMS | Web Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, UpWind Solutions, Inc. deployed HubSpot CMS as its primary Web Content Management platform for its public corporate website. The HubSpot CMS implementation supports marketing and website content operations and is managed by the company's marketing and web operations teams at the 250 employee organization.
Configuration leverages standard HubSpot CMS capabilities including content authoring and block based templates, responsive themes for consistent rendering across devices, hosted site delivery, SEO and metadata management, forms and landing page creation, and editorial workflows with roles and permissions for publishing. Governance was structured around editorial roles and approval workflows to control publishing and asset lifecycle, with a focus on single site management rather than multi site federation. The implementation emphasizes template reuse and modular content blocks to accelerate page creation and maintain consistent design and content governance.
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UpWind Solutions, Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM | CRM |
|
2013 | 2013 |
|
|
|
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Marketing Automation | CRM |
|
2013 | 2013 |
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UpWind Solutions, Inc. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at UpWind Solutions, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Chief Executive Officer | CXO | Finance | ||||
| Business Development Director | Director | Sales | ||||
| CFO | CXO | Finance |
Apps Being Evaluated by UpWind Solutions, Inc. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||