Berkshire Associates
1925 Century Park E, 15th Floor,
Los Angeles, 90067, CA,
United States
Los Angeles, 90067, CA,
United States
1 800-882-8904
Professional Services
Berkshire Associates Technographics
Berkshire Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Berkshire Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 Berkshire Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Berkshire Associates has purchased the following applications: Sage Intacct for ERP Financial in 2024, Hubspot Live Chat for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration 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 Berkshire Associates is running and its propensity to invest more and deepen its relationship with Sage , HubSpot , Microsoft 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 Berkshire Associates revenues, which have grown to $9.0 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 Berkshire Associates 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.
Berkshire Associates Tech Stack and Enterprise Applications
Berkshire Associates ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Intuit QuickBooks Accountant Desktop | Sage Intacct | ERP Financial | ERP | Akuna Solutions | 2024 | 2024 |
In 2020, Berkshire Associates deployed Sage Intacct as its ERP Financial application. The deployment establishes Sage Intacct as the central cloud financial system for the 100-person professional services firm, and the implementation is surfaced on their public website. The configuration centers on core financial management capabilities common to ERP Financial systems, including general ledger, accounts payable, accounts receivable, and financial reporting to support corporate accounting workflows.
Operational scope is focused on the finance and accounting function, supporting transaction processing, period close orchestration, and role-based access control. Configuration and automation emphasize chart of accounts design, automated journal processing, and configurable reporting aligned with professional services billing and revenue recognition workflows. Governance is structured around centralized finance ownership and standardized accounting processes to manage financial data and reporting within Sage Intacct.
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Berkshire Associates AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Berkshire Associates implemented Hubspot Live Chat on its public website. The deployment used HubSpot Conversations to embed a web chat widget, aligning the company with the Chatbots and Conversational AI category. The initial scope focused on client engagement and inbound lead capture for marketing and sales touchpoints.
Configuration centered on live chat widget setup, canned responses and basic bot flows to qualify inbound visitors before human handoff. Conversation routing was organized through a shared inbox model, with session transcripts and contact records consolidated within the HubSpot account to preserve conversation history and contact enrichment. The implementation leveraged standard conversational capabilities, including automated routing, transcript logging and bot-to-agent escalation.
Operational ownership resided with marketing and client services, who configured routing rules and response workflows to match business hours and service levels. Governance included inbox assignment and message templates to ensure consistent client engagement across the website, while ongoing administration remained within the HubSpot platform. Berkshire Associates Hubspot Live Chat supports marketing, sales and client service functions through the Chatbots and Conversational AI application.
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Berkshire Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Berkshire Associates implemented Microsoft 365 to centralize Collaboration and corporate email for its United States professional services firm. The Microsoft 365 deployment is positioned to support collaboration, document management, and client communication workflows as the company application for Collaboration business functions. The implementation aligns with a mid-market footprint of about 100 employees and was provisioned at an organization-wide scope for productivity and communication tooling.
The deployment surface includes Microsoft 365 services with observable use of Office 365 Mail on the company website, together with standard Collaboration category capabilities such as Exchange Online for email, SharePoint Online for document libraries, and Microsoft Teams for synchronous collaboration. Identity and access are administered through a tenant model using Azure Active Directory for user provisioning, mailbox lifecycle, and role-based access control, while centralized admin controls manage mail routing and security policy enforcement. Operational coverage spans internal teams and client-facing collaboration workflows typical of a professional services firm, with governance focused on account provisioning, mailbox configuration, and ongoing administration.
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Berkshire Associates Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2021 | 2021 |
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Berkshire Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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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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Berkshire Associates TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Berkshire Associates 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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Berkshire Associates 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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IT Decision Makers and Key Stakeholders at Berkshire Associates
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director of Finance and Administration | Director | Finance | |
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President | CXO | Finance | |
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Director of IT and Product Development | Director | IT | |
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Director of Finance and Administration | Director | Finance | |
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Director of Operations | Director | Operations | |
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Staff Accountant | Non Manager | Finance | |
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Apps Being Evaluated by Berkshire Associates Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Berkshire Associates IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Berkshire Associates digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Berkshire Associates Technographics
Berkshire Associates is a Professional Services organization based in United States,
with around 80 employees and annual revenues of $9.0 million.
Berkshire Associates operates a diverse technology stack with applications such as
Sage Intacct, Hubspot Live Chat and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Berkshire Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, HubSpot and Microsoft.
Berkshire Associates recently adopted applications including
Sage Intacct in 2024, HubSpot CMS in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Berkshire Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Berkshire Associates’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Berkshire Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.