New York, 10016, NY,
United States
17a-4 Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by 17a-4 and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 17a-4 employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that 17a-4 has purchased the following applications: Microsoft Dynamics 365 Business Central for ERP Financial in 2020, Cisco Webex Meetings for Audio Video and Web Conferencing in 2022, TeamSupport for Customer Support in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems 17a-4 is running and its propensity to invest more and deepen its relationship with Microsoft , Cisco Systems , TeamSupport 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 17a-4 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 17a-4 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Intuit QuickBooks Online | Microsoft Dynamics 365 Business Central | ERP Financial | ERP Financial Management | n/a | 2020 | 2020 |
In 2020, 17a-4 implemented Microsoft Dynamics 365 Business Central as its core ERP Financial system, replacing Intuit QuickBooks Online. The deployment established Business Central as the authoritative general ledger and billing platform for the professional services firm, centralizing accounting and sales finance workflows under a single ERP Financial instance.
Configuration work emphasized general ledger reconciliation and posting controls, including configuration to prevent manual editing after posting and the creation of a realized accrual tax liability account to avoid overpayment of state taxes. Banking integration was enabled to allow instant import of transactions, improving data entry speed and accuracy, and standard modules were used to manage sales billings and license tracking procedures.
The implementation integrated Microsoft Dynamics 365 Sales with Microsoft Dynamics 365 Business Central, with architecture and process flow diagrams created to couple customers and quotes between Dynamics 365 Sales CRM and Business Central. Operational coverage focused on accounting and sales functions, with quarterly financial reviews conducted with the Managing Partner and a bonus report tied to income statement and balance sheet reviews, and the books were closed for 2021.
Governance and rollout included hands on training and coaching of the internal accountant on bookkeeping, reconciliations, sales billing, and license renewal procedures, plus design of standard operating procedures for annual license renewal billings. Tax operations were maintained through quarterly New York filings and clarification of a VAT issue with a large Swiss client, reflecting the broader operational and compliance scope of Microsoft Dynamics 365 Business Central at 17a-4.
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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 | 2022 | 2022 |
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Collaboration | Collaboration |
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2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| TeamSupport | Legacy | TeamSupport | Customer Support | CRM | n/a | 2020 | 2020 |
In 2020, 17a-4 implemented TeamSupport for Customer Support on its website. TeamSupport is deployed as the primary customer-facing support channel embedded into the company site, routing web-submitted inquiries into a centralized ticketing queue for the firm.
The implementation leverages standard Customer Support capabilities including ticket management, a web support widget and portal, knowledge base self-service, and email capture to formalize case intake and agent workflows for a 30 person professional services firm. Operational scope is focused on client-facing support and account teams, with configuration emphasizing centralized triage, routing rules and case ownership workflows to align support processes with the company service model.
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Marketing Analytics | CRM |
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2010 | 2010 |
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Sales Automation, Sales Engagement | CRM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2022 | 2022 |
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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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2020 | 2020 |
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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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2020 | 2020 |
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