Camp Hill, 17011, PA,
United States
Brown Schultz Sheridan & Fritz Technographics
Brown Schultz Sheridan & Fritz Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Brown Schultz Sheridan & Fritz and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 Brown Schultz Sheridan & Fritz employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Brown Schultz Sheridan & Fritz has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2020, Intuit Mailchimp for Marketing Automation 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 Brown Schultz Sheridan & Fritz is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Sophos 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 Brown Schultz Sheridan & Fritz revenues, which have grown to $7.0 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 Brown Schultz Sheridan & Fritz 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.
Brown Schultz Sheridan & Fritz Tech Stack and Enterprise Applications
Brown Schultz Sheridan & Fritz ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Brown Schultz Sheridan & Fritz implemented Intuit Quickbooks Enterprise as its ERP Financial system. The deployment centralized core accounting and financial management for the 70 employee United States based banking and financial services firm and was positioned to support firm wide finance, billing, and operational accounting functions.
The Intuit Quickbooks Enterprise implementation focused on general ledger configuration, accounts payable and receivable workflows, invoicing and billing, bank reconciliation, payroll processing and financial reporting, reflecting standard ERP Financial capabilities. Configuration work emphasized a standardized chart of accounts and automation of recurring transactions to support consistent monthly close processes.
Operational governance incorporated QuickBooks experience as an explicit user proficiency requirement, indicating that administration and accounting hires were expected to operate and configure Intuit Quickbooks Enterprise. Access controls, role based permissions and documented finance procedures were established to align approvals and day to day accounting operations across the firm.
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Brown Schultz Sheridan & Fritz Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Brown Schultz Sheridan & Fritz implemented Microsoft 365 as its primary Collaboration platform. The deployment establishes Microsoft 365 as the cloud collaboration and productivity suite for the 70 employee Banking and Financial Services firm. Public website references show Microsoft 365 artifacts integrated into the company’s external presence, indicating the tenant is active beyond purely internal testing.
The implementation uses core Microsoft 365 capabilities including Exchange Online for organizational email, SharePoint Online for centralized document libraries and intranet content, Microsoft Teams for synchronous chat and meetings, and OneDrive for user file synchronization. Configuration work focused on tenant provisioning, domain verification, mailbox and site provisioning, and structuring SharePoint sites to support professional services workflows typical of the Collaboration category. These functional modules support document collaboration, internal communications, and records management across the firm.
Operational coverage is firmwide, spanning administrative, client service, and back office functions within the Banking and Financial Services organization. Governance emphasis centers on tenant-level administration, access controls, retention and compliance policy configuration, and lifecycle management for mailboxes and SharePoint sites to meet sector expectations. The presence of Microsoft 365 on the public website suggests integration into the firm’s external email and identity footprint as part of the overall collaboration architecture.
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Brown Schultz Sheridan & Fritz CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019, Brown Schultz Sheridan & Fritz implemented Intuit Mailchimp for Marketing Automation, deploying the application to support client communications and prospect outreach via their website. Intuit Mailchimp is embedded on the firm's public website to capture contact signups and to deliver scheduled email communications to audiences built from site interactions.
The implementation emphasizes core Marketing Automation capabilities, including audience list management, template-based email campaign creation, signup form embedding, segmentation, and basic automation workflows such as welcome and nurture messaging. Configuration appears focused on maintaining consistent client-facing templates and scheduled campaign orchestration within Mailchimp, with in-app reporting used to monitor subscriber engagement signals like opens and clicks.
Architecturally this is a SaaS hosted Intuit Mailchimp instance integrated through embedded site scripts and forms, with transactional flow between the website and Mailchimp audiences. Operational ownership is concentrated in the firm marketing and client services functions, with governance practices centered on audience hygiene and permissioned campaign approvals to align communications with banking and financial services compliance expectations.
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Brown Schultz Sheridan & Fritz 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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2020 | 2020 |
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Brown Schultz Sheridan & Fritz 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Brown Schultz Sheridan & Fritz
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Managing Principal | Director | Finance | ||||
| CEO | CXO | Finance | ||||
| COO | CXO | Finance | ||||
| Small Business Accounting Services (SBAS) Manager | Manager | Finance |
Apps Being Evaluated by Brown Schultz Sheridan & Fritz Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||