Canandaigua, 14424, NY,
United States
Vortex Consulting Technographics
Vortex Consulting Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Vortex Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Vortex Consulting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Vortex Consulting has purchased the following applications: Microsoft 365 for Collaboration in 2016, Zoominfo Platform for Account Based Marketing in 2022, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Vortex Consulting is running and its propensity to invest more and deepen its relationship with Microsoft , Zoominfo , Amazon Web Services (AWS) 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 Vortex Consulting 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 Vortex Consulting 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.
Vortex Consulting Tech Stack and Enterprise Applications
Vortex Consulting Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Vortex Consulting implemented Microsoft 365. The Microsoft 365 deployment is categorized as Collaboration and was provisioned as a cloud-hosted Microsoft 365 tenant to support the firm’s 50 employees in the United States, with access surfaced on the corporate website for staff workflows and client contact points. Identity and access were anchored in Azure Active Directory to enable single sign on, group based provisioning, and tenant level administration. The implementation centralized core productivity services and provided a consistent collaboration foundation across the firm.
Functional modules implemented include Exchange Online for email, SharePoint Online for centralized document management, OneDrive for Business for personal file sync, Microsoft Teams for real time collaboration, and the Office desktop and web applications for productivity. Operational coverage extended across consulting, operations, and client engagement functions, enabling team sites, shared document libraries, and persistent chat for project work. Governance emphasized centralized administration, role based account management, basic compliance controls, and a phased user provisioning and training approach during rollout. The deployment focused on cloud identity, tenant configuration, and integrated collaboration tooling delivered through Microsoft 365.
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Vortex Consulting CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2022 | 2022 |
In 2022, Vortex Consulting implemented Zoominfo Platform as an Account Based Marketing solution on their website. The deployment is centered on the Zoominfo Platform to surface account insights and contact data directly through their site, positioning the application to support targeted outreach for the firm’s sales and marketing functions.
The implementation emphasizes typical Account Based Marketing capabilities, including account identification and list building, contact enrichment and data hygiene, intent signal monitoring, and segment-driven outreach orchestration. Governance was structured around sales and marketing usage policies, data enrichment workflows, and playbook configuration to ensure consistent use of the Zoominfo Platform across customer acquisition activities.
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Vortex Consulting IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 |
In 2016, Vortex Consulting deployed Microsoft Azure Cloud Services to host its public website. The Microsoft Azure Cloud Services deployment provides Application Hosting and Computing Services, supplying compute and platform capabilities to run web application workloads, object storage for site assets, and public network endpoints for customer access.
Implementation scope centers on the company website, with configuration of web hosting, storage, DNS, and TLS certificate management aligned to Application Hosting and Computing Services practices. Operational responsibility is assigned to the firm IT and web operations for deployments, site updates, and security patching, reflecting an infrastructure hosting model suitable for a 50 person professional services firm.
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Vortex Consulting
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Founder and President | CXO | Finance | ||||
| Co-Owner and Vice President Operations | VP | Finance |
Apps Being Evaluated by Vortex Consulting Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||