What Bold Technology Group does

Bold Technology Group is a privately held enterprise technology advisory and consulting firm headquartered in Miami Beach, Florida, founded circa 1996 as a continuation of one of Silicon Valley's first Software License Advisory firms. The firm serves large organizations with complex enterprise software estates, delivering advisory, implementation, and managed services across Oracle (Fusion Cloud, E-Business Suite, PeopleSoft), Microsoft (Dynamics 365, Power Platform, Copilot), Workday, and Esker platforms. Service offerings are organized into four pillars: Licensing Optimization (entitlement analysis, optimization strategy, audit readiness), Implementation & Managed Services, Staffing & Expert Augmentation, and AI & Automation (intelligent agents, knowledge copilots, document intelligence, predictive analytics, LLM/RAG integrations, and RPA).

The firm's revenue model is professional-services based, with quote-based enterprise engagements tailored to client scope; pricing is not publicly disclosed. Go-to-market is direct enterprise field sales driven by website lead capture, named-executive testimonials, and a content-marketing engine built around case studies with quantified savings outcomes. The customer base is exclusively enterprise, with named logos including Carnival Cruise Line, Stanley Black & Decker, Welch's, Scientific Games, Guardian Life Insurance, and Blackboard Inc., spanning travel, industrial manufacturing, food and beverage, gaming, insurance, and education technology verticals. Cumulative client outcomes claimed include over $500M in total savings and 300+ transformations.

Leadership is led by Managing Director Jennifer Lopez (25 years enterprise technology experience), Deke Johnson (Corporate Strategy, former Oracle executive and serial founder), and Phil Fisher (Director of Services, 25+ years ERP implementation). The firm is founder-led and independently owned, with no disclosed private equity, venture capital, or parent company involvement, and no funding rounds, acquisitions, or public partnerships in the source record. Headcount sits in the 11–50 employee range, making the firm a focused boutique relative to the Fortune 1000 clients it serves.

Name

Bold Technology Group

Legal name

Bold Technology Group

Website

https://boldtechnologygroup.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Bold Technology Group is a privately held enterprise technology advisory firm headquartered in Miami Beach, Florida, serving Fortune-scale clients across Oracle, Microsoft, Workday, and Esker platforms with licensing optimization, implementation, staffing augmentation, and AI/automation consulting services.

Ownership category

akta.pro rank

Product category

Enterprise Technology Consulting

NAICS

Management, Scientific, and Technical Consulting Services (5416), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming Services (7371)

akta.pro primary industry

Digital & Technology Transformation Consulting (BPAHACAH)

Keywords

• Enterprise software licensing
• Technology consulting services
• ERP implementation
• Software license optimization
• AI automation consulting

Headquarters

HQ city

Miami Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Revenue model

1. Professional Consulting Services: The company generates revenue through professional services engagements including licensing optimization advisory, implementation and managed services, staffing and expert augmentation, and AI automation consulting. Services are delivered by specialized consultants and advisors with expertise across major enterprise software platforms.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Bold Technology Group is a technology advisory and consulting firm that sells four core professional services to large organizations: Licensing Optimization (Oracle, Microsoft, Workday licensing advisory), Implementation & Managed Services (enterprise platform deployment across Oracle, Microsoft Dynamics 365, Workday, Esker), Staffing & Expert Augmentation (specialized technology talent), and AI & Automation (intelligent agents, knowledge copilots, document intelligence, LLM/RAG integrations, RPA). Services are delivered by senior consultants with deep vendor-specific expertise.

Product overview

Bold Technology Group is a technology advisory and consulting firm offering a suite of professional services focused on enterprise software licensing, implementation, and modernization. The company provides four core service offerings: Licensing Optimization (covering Oracle, Microsoft, and Workday platforms), Implementation & Managed Services (supporting Oracle Fusion Cloud, E-Business Suite, PeopleSoft, Microsoft Dynamics 365, Power Platform, Copilot, Workday, and Esker), Staffing & Expert Augmentation (providing specialized technology talent), and AI & Automation (delivering intelligent agents, knowledge copilots, document intelligence, predictive analytics, and custom LLM/RAG integrations). These services are advisory and implementation-focused rather than a unified software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Licensing Optimization Advisory and consulting service that helps enterprise organizations optimize software licensing for Oracle, Microsoft, and Workday, including entitlement analysis, optimization strategies, and audit readiness support.
• Implementation & Managed Services
• Staffing & Expert Augmentation
• AI & Automation

Quantifiable outcome

• Saved Stanley Black & Decker over $5 million while eliminating future licensing risk
• +3 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Accenture: Global professional services firm with large Oracle, Microsoft, and cloud transformation practices. Comparable as a broad enterprise technology consulting incumbent that competes for the same large-enterprise modernization and managed services engagements as Bold.
• Deloitte Consulting: Big Four advisory firm with extensive Oracle, Workday, and cloud implementation practices. Competes with Bold for enterprise technology transformation, ERP implementation, and managed services mandates at Fortune-class clients.
• Capgemini: Global consulting and technology services provider with deep Oracle Cloud, Microsoft, and Workday capabilities. Competes with Bold on large enterprise digital transformation, ERP implementation, and managed services deals.
• IBM Consulting: Global consulting arm offering enterprise application services across Oracle, SAP, Microsoft, and hybrid cloud. Comparable as a broad incumbent competing for the same enterprise modernization and managed services budgets.
• KPMG Advisory: Big Four advisory firm with technology consulting practices spanning Oracle, Workday, and Microsoft. Competes with Bold for enterprise technology strategy, ERP implementation, and licensing/cost optimization engagements.
• Wipro Limited: Global IT services firm with strong Oracle, cloud, and enterprise modernization practices. Competes with Bold for large enterprise transformation, implementation, and managed services opportunities.
• Infosys Limited: Global IT services and consulting firm with established Oracle, Microsoft, and cloud delivery capabilities. Comparable as a broad incumbent competing for similar enterprise modernization and managed services work.
• CGI Group: IT and business consulting services firm with enterprise application and cloud practices. Comparable as a broad incumbent competing for enterprise technology consulting and managed services engagements, particularly in regulated and asset-intensive industries.

Direct peers

• Rimini Street: Provider of independent enterprise software support and licensing-related services, particularly for Oracle and SAP. Directly comparable to Bold's Oracle licensing optimization and advisory franchise, with overlapping buyer personas (CIOs, software asset managers) and value proposition.
• Slalom Consulting: US-based technology and business consulting firm with strong Oracle, Microsoft, and cloud delivery practices. Comparable as a mid-size, outcome-driven enterprise consultancy that competes for the same licensing optimization, implementation, and modernization engagements.

Market position

Competitive moat3 records

Key risks13 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/bold-technology-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bold Technology Group