Bethesda, 20814, MD,
United States
BroadPoint Technologies Technographics
BroadPoint Technologies Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BroadPoint Technologies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 BroadPoint Technologies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
BroadPoint Technologies has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Olark Live Chat for Chatbots and Conversational AI in 2015, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems BroadPoint Technologies is running and its propensity to invest more and deepen its relationship with Oracle , Olark , Google 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 BroadPoint Technologies revenues, which have grown to $10.0 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 BroadPoint Technologies 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.
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.
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BroadPoint Technologies AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
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.
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BroadPoint Technologies Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| 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.
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Collaboration | Collaboration |
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2015 | 2015 |
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BroadPoint Technologies CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2019 | 2019 |
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BroadPoint Technologies ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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BroadPoint Technologies 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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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at BroadPoint Technologies
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Vice President of ERP Solutions | VP | IT | ||||
| Vice President of Sales | VP | Sales |
Apps Being Evaluated by BroadPoint Technologies Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||