AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

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

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

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

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.
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.
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.
Brown Schultz Sheridan & Fritz IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Brown Schultz Sheridan & Fritz CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Brown Schultz Sheridan & Fritz

First Name Last Name Title Function Department Email 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

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Brown Schultz Sheridan & Fritz IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Brown Schultz Sheridan & Fritz digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Brown Schultz Sheridan & Fritz Technographics
Brown Schultz Sheridan & Fritz is a Banking and Financial Services organization based in United States, with around 70 employees and annual revenues of $7.0 million.
Brown Schultz Sheridan & Fritz operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Microsoft 365 and Intuit Mailchimp, covering areas like ERP Financial, Collaboration and Marketing Automation.
Brown Schultz Sheridan & Fritz has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit and Microsoft.
Brown Schultz Sheridan & Fritz recently adopted applications including Microsoft 365 in 2020, Microsoft Azure Cloud Services in 2020 and Intuit Mailchimp in 2019, highlighting its ongoing modernization strategy.
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Our research team continuously updates Brown Schultz Sheridan & Fritz’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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