Des Moines, 50309, IA,
United States
BrownWinick Technographics
BrownWinick Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BrownWinick and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 BrownWinick employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that BrownWinick has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, DocuSign eSignature for Digital Signing 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 BrownWinick is running and its propensity to invest more and deepen its relationship with Intuit , Cisco Systems , Docusign 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 BrownWinick revenues, which have grown to $15.0 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 BrownWinick 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.
BrownWinick Tech Stack and Enterprise Applications
BrownWinick 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 BrownWinick implemented Intuit Quickbooks Enterprise as its ERP Financial platform to centralize accounting for the 120 person professional services firm. Intuit Quickbooks Enterprise was deployed to manage core firm financials and to serve accounting and tax accounting specialists responsible for firm billing and compliance.
Configuration work focused on typical ERP Financial modules, including a firm tailored chart of accounts, general ledger, accounts receivable, accounts payable, billing and job cost tracking aligned to matter accounting workflows. The implementation included role based access and report configuration in Intuit Quickbooks Enterprise to support month end close, client invoicing, and tax preparation handoffs.
Operational coverage centered on the accounting and finance teams and specifically on tax accounting specialist roles, with staffing proficiency in Quickbooks and ProSystem tax preparation software used to shape training and operational procedures. Deployment emphasized standardized transaction mapping and reporting templates to match professional services billing and matter level accounting practices.
Governance included formalizing accounting workflows, instituting audit trails and permission controls within Intuit Quickbooks Enterprise, and implementing training for staff to align with the new system driven processes. Rollout planning prioritized procedural change management for finance and tax functions rather than technology integration with externally named systems.
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BrownWinick Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, BrownWinick implemented Cisco Webex Meetings as its Audio Video and Web Conferencing solution. Cisco Webex Meetings is used on the BrownWinick website to provide direct client-facing meeting access and join flows.
Deployment embeds Cisco Webex Meetings into the public site to enable browser-based joining and link-driven scheduling, leveraging the application’s cloud-hosted conferencing and media services. Functional configuration focuses on meeting hosting, participant management, screen sharing, and recording capabilities consistent with Audio Video and Web Conferencing platforms.
The implementation supports client engagement and internal collaboration across the 120-person professional services firm, with configuration emphasis on meeting access controls and administrative settings aligned to professional services confidentiality needs. Governance is centered on site-level integration and standard conferencing controls rather than bespoke on-premise infrastructure.
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BrownWinick Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021 BrownWinick implemented DocuSign eSignature as a Digital Signing capability embedded on its public website to support client-facing document execution. The DocuSign eSignature deployment is configured to collect signatures for engagement letters, client intake documents and routine transactional forms, aligning the Digital Signing application with the firm’s client services and legal operations functions.
Configuration emphasizes embedded signing workflows, reusable document templates, role based access controls and audit trail capture consistent with Digital Signing platforms. The implementation standardized signature processes across practice teams, centralized template management and introduced governance controls such as signer authentication levels and retention of signed document audit logs on the website. BrownWinick uses DocuSign eSignature Digital Signing for client agreement execution workflows and for secure external document exchange with clients.
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BrownWinick CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2021 | 2021 |
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BrownWinick 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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BrownWinick 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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2011 | 2011 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at BrownWinick
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Managing Partner/Attorney | Manager | Finance | ||||
| Partner | Manager | Finance | ||||
| Partner | Manager | Finance | ||||
| COO | CXO | Finance |
Apps Being Evaluated by BrownWinick Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||