Los Angeles, 90066, CA,
United States
William O'Neil & Company Technographics
William O'Neil & Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by William O'Neil & Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 William O'Neil & Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that William O'Neil & Company has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, Adobe Experience Cloud for Customer Experience in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems William O'Neil & Company is running and its propensity to invest more and deepen its relationship with Oracle , Cisco Systems , Adobe Systems 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 William O'Neil & Company revenues, which have grown to $15.0 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 William O'Neil & Company 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.
William O'Neil & Company Tech Stack and Enterprise Applications
William O'Neil & Company ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, William O'Neil & Company implemented Oracle NetSuite ERP as an ERP Financial platform to centralize finance and accounting functions. The deployment was executed as a cloud SaaS implementation of Oracle NetSuite ERP, provisioning core financial capabilities across the organization and aligning billing and revenue processes under a unified financial architecture.
Configuration emphasized general ledger, accounts payable, accounts receivable, billing, and financial reporting modules consistent with an ERP Financial rollout. The implementation configured automated period close sequences, centralized transaction posting, and standardized chart of accounts and workflow controls. Governance controls were established with role based access and segregation of duties, supported by finance oriented process documentation and training for corporate finance and billing teams.
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William O'Neil & Company Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, William O'Neil & Company deployed Cisco Webex Meetings in the Audio Video and Web Conferencing category. William O'Neil & Company uses Cisco Webex Meetings on their website to provide hosted meeting join flows and online collaboration capabilities, linking the application directly to corporate communications and client engagement channels.
The implementation focuses on core Cisco Webex Meetings functionality including scheduled meeting orchestration, real time video conferencing, screen sharing, participant management, and access control. The deployment is surfaced on the public website to enable external attendees to join sessions and to streamline meeting entry for internal users, using web integrated meeting join and scheduling interfaces to reduce friction.
Operational ownership sits with corporate communications and client services, with the tool supporting remote collaboration, client briefings, and marketing event workflows. Governance is aligned to standard meeting policy controls and user provisioning tied to the company Cisco account, and the configuration emphasizes role based access and session moderation features to manage external attendee interactions.
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William O'Neil & Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Cloud | Customer Experience | CRM | n/a | 2019 | 2019 |
In 2019, William O'Neil & Company implemented Adobe Experience Cloud on their website to centralize Customer Experience for marketing and digital channels. Adobe Experience Cloud is used to coordinate web content delivery, visitor analytics, personalization, and campaign orchestration across the site. The deployment leverages cloud delivered Experience Cloud services integrated into the site's front end to enable tag based data collection and client side experience rendering, consistent with Customer Experience platforms.
Configuration efforts focused on content management, analytics instrumentation, audience segmentation, personalization rules, and campaign management modules within Adobe Experience Cloud. Operational ownership was concentrated in marketing and digital channels, with governance oriented around centralized editorial workflows, audience governance and campaign approval processes for web experiences. The implementation centers on website integration and does not list other system integrations in the provided context.
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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William O'Neil & Company 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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2016 | 2016 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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William O'Neil & Company CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at William O'Neil & Company
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President | CXO | Finance | ||||
| Senior Vice President, Business Development and Capital Markets Solutions | VP | Sales | ||||
| Chief Information Officer | CXO | IT |
Apps Being Evaluated by William O'Neil & Company Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-04-01 | William O'Neil & Company | Evaluated | Microsoft | Microsoft Azure Cosmos DB | Database Management | IaaS |