Boston, 2110, MA,
United States
Baker Newman Noyes Technographics
Baker Newman Noyes Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Baker Newman Noyes and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 320 Baker Newman Noyes employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Baker Newman Noyes has purchased the following applications: Thomson Reuters GoSystem Tax RS for Tax Management in 2022, DocuSign eSignature for Digital Signing in 2021, ClearlyRated for Customer Experience in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Baker Newman Noyes is running and its propensity to invest more and deepen its relationship with Thomson Reuters , DocuSign , ClearlyRated 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 Baker Newman Noyes revenues, which have grown to $50.0 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 Baker Newman Noyes 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.
Baker Newman Noyes Tech Stack and Enterprise Applications
Baker Newman Noyes ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Thomson Reuters | Legacy | Thomson Reuters GoSystem Tax RS | Tax Management | ERP Financial Management | n/a | 2022 | 2022 |
In 2022 Baker Newman Noyes implemented Thomson Reuters GoSystem Tax RS to strengthen its Tax Management capabilities for tax preparation, compliance, and reporting across its New England offices. The deployment targeted the firm tax workflow and aimed to create centralized data visibility between document management, workflow orchestration, and tax return processing.
The implementation combined Thomson Reuters GoSystem Tax RS with GoFileRoom and FirmFlow, leveraging GoSystem and GoFileRoom APIs to automate document intake, route work items, and reduce duplicate data entry. GoSystem Tax RS was configured to integrate API-driven document pointers and metadata from GoFileRoom while FirmFlow provided workflow orchestration to remove manual handoffs and surface bottlenecks in the tax process.
APIs from GoSystem and GoFileRoom were used to feed Power BI dashboards, providing operational reporting and process visibility for tax and reporting teams across multiple offices. The engagement was delivered with Thomson Reuters Automation Consultation, and the vendor case study documents the use of these APIs to drive process and reporting improvements.
Governance changes centered on API-led data visibility and workflow standardization, aligning tax preparation, document management, and reporting streams under a common operational model. The documented outcome included reduced duplicate entry and fewer bottlenecks across the firm, improving consistency in Tax Management operations.
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Baker Newman Noyes Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Baker Newman Noyes implemented DocuSign eSignature to provide Digital Signing capabilities on its public website, embedding client-facing signature workflows directly into their online document delivery. The deployment targets external client document execution for the United States based life sciences accounting firm and is surfaced through the corporate website for intake and signature completion.
DocuSign eSignature was configured to support embedded signing flows, signature capture, envelope routing and audit trail functionality consistent with Digital Signing workflows, with authentication options and status tracking enabled to preserve compliance records. Configuration focused on web-embedded enrollment for external counterparties and standard envelope templates to streamline repeatable engagement documents.
Integration work centered on connecting the website front-end to DocuSign eSignature for envelope creation and status callbacks, enabling automated sign requests and real time signature status on web transactions. Governance emphasized retention of audit logs and formalized signing procedures to support client services and back-office document handling, with rollout concentrating on web-based external signing rather than internal document management.
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Document Management | Content Management |
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2022 | 2022 |
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Baker Newman Noyes CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ClearlyRated | Legacy | ClearlyRated | Customer Experience | CRM | n/a | 2021 | 2015 |
In 2021, Baker Newman Noyes deployed ClearlyRated on its public website to capture structured client feedback and display client satisfaction signals. ClearlyRated is used as a Customer Experience application to centralize survey distribution and public rating display for the firm, aligning digital feedback capture with client engagement touchpoints.
The implementation centers on embedding ClearlyRated survey and rating widgets within the website, combined with back office survey management and scheduling typical of Customer Experience platforms. Configuration work focused on survey templates, response capture flows, and public testimonial presentation, with ClearlyRated handling the front end instrumentation and feedback collection.
Operational ownership spans client service and marketing functions at Baker Newman Noyes, with the tool provisioned for use across the firm in the United States. Governance included standardizing survey cadence and response handling workflows to ensure consistent client outreach and public rating updates.
The relationship is expressed as Baker Newman Noyes ClearlyRated Customer Experience on the corporate site, where ClearlyRated provides continuous client satisfaction collection and public rating features integrated into the firm web presence.
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Baker Newman Noyes ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2015 | 2019 |
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Baker Newman Noyes PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2019 | 2021 |
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Baker Newman Noyes PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2015 |
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Baker Newman Noyes 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 | 2017 |
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Baker Newman Noyes 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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2017 | 2016 |
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IT Decision Makers and Key Stakeholders at Baker Newman Noyes
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Apps Being Evaluated by Baker Newman Noyes Executives
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