BroadReach
1111 Haynes St Suite 107,
Raleigh, 27604, NC,
United States
Raleigh, 27604, NC,
United States
1 919-256-8200
Professional Services
BroadReach Technographics
BroadReach Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BroadReach and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 BroadReach employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that BroadReach has purchased the following applications: Infor SunSystems for ERP Financial in 2015, Microsoft Excel for Enterprise Content Management in 2015, Hubspot CRM for CRM 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 BroadReach is running and its propensity to invest more and deepen its relationship with Infor , Microsoft , HubSpot 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 BroadReach revenues, which have grown to $3.0 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 BroadReach 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.
BroadReach Tech Stack and Enterprise Applications
BroadReach ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Infor | Legacy | Infor SunSystems | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015 BroadReach implemented Infor SunSystems. The deployment established Infor SunSystems as the organization’s ERP Financial platform to centralize finance and accounting processes for the 30-person professional services firm based in the United States.
Configuration work concentrated on core financial modules typical of ERP Financial implementations, including general ledger, accounts payable, accounts receivable, cash management, and financial reporting capabilities. Implementation activities emphasized chart of accounts design, ledger configuration, period close workflows, and role based security to align system controls with internal finance responsibilities.
Operational coverage focused on the finance and accounting function, standardizing invoicing, expense management, and month end close processes through Infor SunSystems across BroadReach’s US operations. The rollout was proportionate to a small enterprise scope, with system settings and user roles tailored to a compact finance team rather than large scale enterprise segmentation.
Governance centered on formalizing approval workflows and training finance staff for ongoing configuration and transactional use. Job hiring signals noted that specific experience in SunSystems was advantageous, indicating BroadReach expected continued in house operational ownership and specialized application expertise.
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BroadReach Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Excel | Enterprise Content Management | Content Management | n/a | 2015 | 2015 |
In 2015, BroadReach implemented Microsoft Excel for Enterprise Content Management to support content collaboration across its 30-person professional services firm. Microsoft Excel served as the primary application for creating, authoring, and maintaining shared content artifacts and structured content inventories.
The implementation focused on standardized workbook templates and structured worksheets to capture document metadata, version notes, and approval fields. Teams used built-in Excel collaboration features such as shared workbooks, tracked changes, tables, and data validation to standardize content inputs and reduce ad hoc formats.
Operational coverage included firm-wide use by consulting, client delivery, and internal operations teams based in the United States, with staff relying on Microsoft Excel workbooks as the single document-of-record for many content workflows. No external system integrations are specified for this implementation.
Governance was implemented through centralized templates, enforced naming conventions, and manual review and sign-off processes to manage content lifecycle and editorial control. Microsoft Excel remained the visible content management layer, with emphasis on process rules and template discipline rather than additional enterprise content management tooling.
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BroadReach CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021, BroadReach implemented Hubspot CRM as its primary customer relationship management platform. The professional services company of approximately 30 employees deployed the cloud-hosted Hubspot CRM to centralize prospect and client records and to capture inbound activity originating on its public website.
The Hubspot CRM deployment was configured to support contact and company records, deal pipeline stages, activity and task tracking, and basic automation for lead routing and follow up. Web forms and tracking scripts on the company website were instrumented to feed the Hubspot CRM contact database in real time, and custom contact properties and segmentation were applied to align with professional services qualification criteria.
Operational coverage focused on sales, marketing, and client services teams within BroadReach, using Hubspot CRM to unify website-sourced leads with sales engagement timelines and email interaction history. The implementation relied on HubSpot native web capture and CRM objects to provide unified contact timelines, engagement scoring, and a single view of customer interactions for front office teams.
Governance centered on standardized contact ownership, defined pipeline stages, and mandatory activity logging to enforce consistent sales and onboarding workflows. Training and process alignment emphasized using Hubspot CRM for lead qualification, pipeline management, and client onboarding, establishing repeatable operational practices for the small professional services organization.
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Marketing Automation | CRM |
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2021 | 2021 |
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BroadReach IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at BroadReach
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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VP of Finance (Formerly Finance Director) | Director | Finance | |
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Finance Manager | Manager | Finance | |
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Financial Systems Administrator | Manager | IT | |
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Apps Being Evaluated by BroadReach Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from BroadReach IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the BroadReach digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD BroadReach Technographics
BroadReach is a Professional Services organization based in United States,
with around 30 employees and annual revenues of $3.0 million.
BroadReach operates a diverse technology stack with applications such as
Infor SunSystems, Microsoft Excel and Hubspot CRM,
covering areas like ERP Financial, Enterprise Content Management and CRM.
BroadReach has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Infor, Microsoft and HubSpot.
BroadReach recently adopted applications including
Hubspot CRM in 2021, Hubspot Marketing Automation in 2021 and Cloudflare CDN in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of BroadReach’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates BroadReach’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 BroadReach technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.