AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

BroadPoint Technologies Tech Stack and Enterprise Applications

BroadPoint Technologies ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2015 2015
In 2015, BroadPoint Technologies implemented Oracle NetSuite ERP. The deployment centralized the finance function for the United States based professional services firm of roughly 100 employees, consolidating accounting, billing, and financial reporting into a cloud SaaS platform categorized as ERP Financial. The implementation focused on core financial modules typical of ERP Financial systems, including general ledger, accounts payable, accounts receivable, billing and revenue recognition, fixed asset accounting, cash management, and project accounting to align financials with service delivery. Configuration work emphasized chart of accounts redesign, period close automation, standardized revenue recognition rules, and configurable approval workflows to support recurring billing and professional services invoicing. Architecturally the solution was provisioned as a centralized cloud instance of Oracle NetSuite ERP, intended to be the single source of record for finance and project accounting across the company. Operational coverage centered on finance, accounting, project managers and service delivery teams, enabling unified financial posting, consolidated reporting, and consistent transaction processing across client engagements. Governance and process changes accompanied the rollout, with new role based access controls, formalized month end close procedures, and a chart of accounts governance model to control configuration drift. Training and phased adoption were used to align accounting and operations staff to the new workflows and approval chains required by Oracle NetSuite ERP.
BroadPoint Technologies AI-Powered Application
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VAR/SI
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Insight
Olark Legacy Olark Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2015 2015
In 2015, BroadPoint Technologies deployed Olark Live Chat on its public website. Olark Live Chat is the customer-facing conversational layer BroadPoint uses within the Chatbots and Conversational AI category to handle real-time visitor engagement and lead capture. The implementation is a web-embedded chat widget tied to a cloud-hosted Olark Live Chat service, using client-side JavaScript to surface an operator console for staff. Functional capabilities visible in the implementation include real-time messaging, canned responses and macros, visitor monitoring and routing, chat transcripts and offline message capture, and basic reporting and customization of the chat experience. No named backend integrations are publicly noted beyond the site embedding, the deployment serves sales, pre-sales qualification and customer support workflows on the public website. Governance and operational ownership appear managed internally by BroadPoint web and client-facing teams, with the Olark Live Chat instance functioning as a site-level conversational channel for inbound engagement.
BroadPoint Technologies Collaboration
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Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2014 2014
In 2014, BroadPoint Technologies implemented Google Workspace (Formerly Google G-Suite) as its corporate Collaboration platform. The 2014 deployment provisioned core collaboration services across BroadPoint's 100 employee professional services organization, establishing email, calendaring, and document collaboration as primary communication and knowledge workflows. Google Workspace (Formerly Google G-Suite) was configured to provide Gmail, Google Calendar, Google Drive, Google Docs, Sheets, Slides, and Admin console management, enabling shared document editing, cloud storage, and centralized account administration. Standard Collaboration capabilities such as group-based access controls, domain management, and mobile device management were applied to support delivery, sales, and back-office business functions. Administration was centralized through the Google Workspace Admin Console for user provisioning, security policy enforcement, and account lifecycle management tied to BroadPoint's corporate domain as referenced on their website. Operational governance emphasized IT-managed account provisioning, role based access for project teams, and centralized content access controls to standardize collaboration workflows across the firm.
Collaboration Collaboration 2015 2015
BroadPoint Technologies CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2019 2019
BroadPoint Technologies ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Remote Monitoring and Management ITSM 2020 2020
BroadPoint Technologies IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2014 2014

IT Decision Makers and Key Stakeholders at BroadPoint Technologies

First Name Last Name Title Function Department Email Phone
CEO CXO Finance
Vice President of ERP Solutions VP IT
Vice President of Sales VP Sales

Apps Being Evaluated by BroadPoint Technologies Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from BroadPoint Technologies IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the BroadPoint Technologies digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD BroadPoint Technologies Technographics
BroadPoint Technologies is a Professional Services organization based in United States, with around 100 employees and annual revenues of $10.0 million.
BroadPoint Technologies operates a diverse technology stack with applications such as Oracle NetSuite ERP, Olark Live Chat and Google Workspace (Formerly Google G-Suite), covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
BroadPoint Technologies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Olark and Google.
BroadPoint Technologies recently adopted applications including LogMeIn GoToMyPC in 2020, Intuit Mailchimp in 2019 and Oracle NetSuite ERP in 2015, highlighting its ongoing modernization strategy.
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Our research team continuously updates BroadPoint Technologies’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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