New York, 10004, NY,
United States
Accounting Research & Analytics LLC Technographics
Accounting Research & Analytics LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Accounting Research & Analytics LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 130 Accounting Research & Analytics LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Accounting Research & Analytics LLC has purchased the following applications: Microsoft 365 for Collaboration in 2015, BlueMatrix for Content Management in 2018, Salesforce Marketing Cloud for Marketing Automation 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 Accounting Research & Analytics LLC is running and its propensity to invest more and deepen its relationship with Microsoft , BlueMatrix , Salesforce 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 Accounting Research & Analytics LLC revenues, which have grown to $20.0 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 Accounting Research & Analytics LLC 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.
Accounting Research & Analytics LLC Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Accounting Research & Analytics LLC deployed Microsoft 365 to provide enterprise Collaboration across its professional services firm. The Microsoft 365 deployment is referenced on the company website and serves as the named Collaboration platform for internal email, document sharing, and team communication.
The implementation includes standard Microsoft 365 modules such as Exchange Online for email and calendaring, SharePoint Online for intranet and document management, Microsoft Teams for meetings and chat, and OneDrive for user file storage, delivering Collaboration capabilities to accounting, research, and administrative functions. Tenant administration is organized around centralized identity and access controls through Azure Active Directory and policy-based governance for information protection and content lifecycle management, aligning Collaboration configuration with professional services workflows and firmwide user provisioning. Microsoft 365 is the primary Collaboration solution supporting Accounting Research & Analytics LLC business functions.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BlueMatrix | Legacy | BlueMatrix | Content Management | Content Management | n/a | 2018 | 2018 |
In 2018, Accounting Research & Analytics LLC deployed BlueMatrix as its Content Management solution on its corporate website to manage research publications and web-facing corporate content. BlueMatrix is used to publish and maintain content on the company website, providing the Content Management foundation for research distribution and client-facing information.
The BlueMatrix implementation centers on category-aligned capabilities such as web content authoring, editorial workflow orchestration, asset management, template-driven page rendering, metadata taxonomy, and scheduled publishing. Configuration work emphasized role-based permissions and staged publishing controls to support editorial review and approval before content reaches the live site, consistent with Content Management functional workflows.
Operational coverage is focused on the public website and the distribution of research and corporate announcements, affecting marketing, research distribution, and client communications functions. Governance has been organized around editorial roles and content ownership, with taxonomy and approval workflows instrumented in BlueMatrix to standardize publishing processes and enforce content quality for web delivery.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Marketing Cloud | Marketing Automation | CRM | n/a | 2016 | 2016 |
In 2016, Accounting Research & Analytics LLC implemented Salesforce Marketing Cloud as its Marketing Automation platform to centralize planning and execution of demand generation programs. The deployment targeted the companys marketing function, with an explicit remit to plan and execute lead generation campaigns, produce and manage content, run campaign execution, and measure program performance across digital channels.
Configuration work emphasized campaign automation, email and landing page management, content asset organization, and analytics instrumentation, aligning Marketing Automation workflows with established lead generation and content development processes. Salesforce Marketing Cloud was configured to support automated nurture sequences, segmentation-based delivery, and campaign reporting to provide consistent campaign execution patterns for the marketing team.
The implementation integrated Salesforce Marketing Cloud with Pardot for lead capture and initial nurturing, and with Salesforce for lead handoff and downstream sales activities, enabling coordinated data flows between marketing execution and CRM records. Integrations supported capture of campaign response data and handshake of qualified leads into the sales pipeline, preserving campaign attribution for measurement and sales follow up.
Governance centered on marketing operations led campaign orchestration, standardizing templates and approval workflows to enforce content consistency and lead lifecycle policies. Process changes focused on formalizing campaign request, build, and measurement handoffs between content creators, demand generation, and sales, using Salesforce Marketing Cloud reporting as the single source for campaign performance metrics.
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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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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2016 | 2016 |
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Transactional Email | PaaS |
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2017 | 2017 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Accounting Research & Analytics LLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Accounting Research & Analytics LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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