Saratoga Springs, 12866, NY,
United States
Valogix Technographics
Valogix Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Valogix and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Valogix employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Valogix has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2011, Microsoft 365 for Collaboration in 2019, Hubspot CRM for CRM in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Valogix 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 Valogix revenues, which have grown to $3.0 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 Valogix 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.
Valogix Tech Stack and Enterprise Applications
Valogix ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, Valogix implemented Oracle NetSuite ERP as its ERP Financial system. The deployment centralized core financial management for the 30-person communications company, bringing together general ledger, accounts payable, accounts receivable, billing, fixed asset management, and financial reporting within Oracle NetSuite ERP.
The implementation was executed as a cloud SaaS configuration consistent with Oracle NetSuite ERP, enabling centralized chart of accounts, period close workflows, and role-based access controls for finance and accounting. Operational scope covered finance and accounting functions and supported order-to-cash and procure-to-pay orchestration inside the ERP Financial application, while governance was reinforced through formal month-end close tasks, configurable approval workflows, and audit trail configuration to improve financial control and transactional consistency.
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Valogix Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 Valogix implemented Microsoft 365 as its Collaboration platform. The small communications provider, operating with roughly 30 employees, provisioned Microsoft 365 to centralize email, document collaboration, file sync and share, and real time communications across the organization.
The deployment reflects a cloud tenant architecture using Microsoft 365 core capabilities such as Exchange Online for email, SharePoint Online and OneDrive for document management and versioning, and Microsoft Teams for messaging and meetings, delivering standard Collaboration workflows like shared document coauthoring, team channels, and centralized calendar scheduling. Valogix is using Microsoft 365 on their website, indicating public facing integration points that surface collaboration content or contact workflows directly from the corporate site. Governance was implemented at a small team scale, focusing on user provisioning, external sharing controls, and information access policies to align Collaboration usage with operational communications needs.
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Valogix CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2011 | 2011 |
In 2011, Valogix implemented Hubspot CRM to centralize inbound lead capture and contact management. The deployment used Hubspot CRM on the company website to route web form submissions into a unified contact database, aligning CRM capabilities with sales and marketing workflows. The implementation supported Valogix operations in the United States and scaled to the needs of a 30 person communications company.
Configuration centered on contact and company record management, pipeline tracking, and web tracking and form automation consistent with CRM functional patterns. Website integration synchronized inbound leads and tracking data with contact records to enable lead routing and follow up workflows across sales and marketing, and governance relied on role based access controls and incremental rollout tailored to a small organization. The Hubspot CRM instance functions as the primary CRM system for customer facing teams.
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Customer Support | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Valogix 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Valogix
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President and CEO | CXO | Finance | ||||
| Chief Operating Officer | CXO | Finance | ||||
| Senior Vice President Sales & Marketing | VP | Marketing |
Apps Being Evaluated by Valogix Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||