Blumshapiro
29 South Main St,
Hartford, 6107, CT,
United States
Hartford, 6107, CT,
United States
1 860-561-4000
Professional Services
Blumshapiro Technographics
Blumshapiro Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Blumshapiro and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Blumshapiro employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Blumshapiro has purchased the following applications: Sage Intacct for ERP Financial in 2016, Microsoft 365 for Collaboration in 2015, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Blumshapiro is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , Exclaimer 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 Blumshapiro revenues, which have grown to $67.0 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 Blumshapiro 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.
Blumshapiro Tech Stack and Enterprise Applications
Blumshapiro ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, Blumshapiro implemented Sage Intacct as its ERP Financial application within the tax consulting practice to manage client accounts and transaction workflows. The initial deployment concentrated on accounts receivable and accounts payable operations for client engagements, positioning Sage Intacct as the primary system for transaction recording and client billing ledger functions.
Operational use combined Sage Intacct with Microsoft Excel for spreadsheet-based reconciliation, client schedules, and ad hoc reporting, creating a hybrid workflow where tax consultants maintained client account details and billing records across both systems. Configuration emphasis was on AR and AP functional modules, transaction-level recording, and client account management processes administered by the tax consulting team.
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Blumshapiro Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Blumshapiro deployed Microsoft 365 as its primary Collaboration platform. The deployment was established for the professional services firm of about 400 employees in the United States, providing enterprise email, team collaboration, and cloud document management across business functions including client service, finance, and internal operations. Microsoft 365 is also referenced on the firm public website.
The implementation aligns to typical Microsoft 365 capabilities, using Exchange Online for mail, SharePoint Online for document libraries and intranet, and Microsoft Teams for chat and meetings, enabling centralized cloud-hosted collaboration workflows. Operational governance emphasized centralized identity and access controls, mailbox and sharing policies, and information classification to manage client and internal data, supported by tenant-level administration and role-based provisioning of users and groups. The configuration reflects a subscription-based cloud architecture consistent with Collaboration deployments in mid-sized professional services firms.
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Blumshapiro Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2017 | 2017 |
In 2017, Blumshapiro deployed Exclaimer Cloud Signatures for Office 365. The deployment uses Exclaimer Cloud Signatures for Office 365 as a cloud-based Digital Signing solution to centrally manage and standardize email signature templates across the firm’s Office 365 tenant. Administration is handled through the Exclaimer web console, with template-driven signature policies and conditional rules tied to user mailbox attributes.
The implementation integrates with Office 365 mail flow to apply signatures at delivery, supporting business functions including marketing, corporate communications, and client-facing professional services teams across the United States. Governance is organized around centralized template ownership, role based access for signature editing, and staged policy rollout to departments and user groups, and the configuration is referenced on Blumshapiro’s website. The configuration emphasizes centralized administration and policy based signature application consistent with Digital Signing operational patterns.
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Enterprise Content Management | Content Management |
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2021 | 2021 |
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Blumshapiro eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2018 | 2018 |
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Blumshapiro CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2011 | 2011 |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2020 | 2020 |
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Blumshapiro ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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Blumshapiro 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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2021 | 2021 |
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Blumshapiro 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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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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2012 | 2012 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Blumshapiro CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Blumshapiro
| First Name | Last Name | Title | Function | Department | Phone | |
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Accounts Receivable Specialist | Manager | Finance | |
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Director Of Finance | Director | Finance | |
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Controller | Director | Finance | |
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Chief Financial Officer | CXO | Finance | |
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CEO & Partner | CXO | Finance | |
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Director of Business Development | Director | Finance | |
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Partner | Manager | Finance | |
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Apps Being Evaluated by Blumshapiro Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Blumshapiro IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Blumshapiro digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Blumshapiro Technographics
Blumshapiro is a Professional Services organization based in United States,
with around 400 employees and annual revenues of $67.0 million.
Blumshapiro operates a diverse technology stack with applications such as
Sage Intacct, Microsoft 365 and Exclaimer Cloud Signatures for Office 365,
covering areas like ERP Financial, Collaboration and Digital Signing.
Blumshapiro has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Microsoft and Exclaimer.
Blumshapiro recently adopted applications including
Microsoft SharePoint in 2021, Hotjar in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Blumshapiro’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Blumshapiro’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 Blumshapiro technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.