Bulkley Richardson and Gelinas
1500 Main Street Suite 2700,
Springfield, 1115, MA,
United States
Springfield, 1115, MA,
United States
1 413-272-6200
Professional Services
Bulkley Richardson and Gelinas Technographics
Bulkley Richardson and Gelinas Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Bulkley Richardson and Gelinas and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 110 Bulkley Richardson and Gelinas employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Bulkley Richardson and Gelinas has purchased the following applications: Megasys Omega Enterprise for Loan Management in 2020, Microsoft 365 for Collaboration in 2018, Automattic Jetpack CRM for CRM in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Bulkley Richardson and Gelinas is running and its propensity to invest more and deepen its relationship with Megasys , Microsoft , CodeTwo 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 Bulkley Richardson and Gelinas revenues, which have grown to $35.0 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 Bulkley Richardson and Gelinas 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.
Bulkley Richardson and Gelinas Tech Stack and Enterprise Applications
Bulkley Richardson and Gelinas ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Megasys | Legacy | Megasys Omega Enterprise | Loan Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, Bulkley Richardson and Gelinas implemented Megasys Omega Enterprise, deploying the application as a Loan Management solution to support firm accounting functions. The deployment covered the firms two offices with primary operational focus at the Springfield location and centralized oversight by the Controller.
Megasys Omega Enterprise was configured to manage time and billing workflows, process client billing, open new matters, run conflict checks, and handle accounts receivable and accounts payable, as well as financial and management reporting. The implementation emphasized bookkeeping controls, billing automation and matter lifecycle management to align with legal accounting operations.
Operational use of Megasys Omega Enterprise is described alongside MS Office and iManage familiarity on job requirements, with the accounting assistant role expected to execute billing, AR/AP and reporting tasks and provide redundancy within the accounting team. The firm has 110 employees and the solution is used to support day to day accounting functions at the Springfield office while servicing firmwide accounting needs across both offices.
Governance and workflow structuring center on Controller review, role based task ownership for billing and matter intake, and documented conflict check and matter opening procedures. Staffing requirements stress proficiency in bookkeeping and time and billing software, reinforcing operational controls and continuity of accounting processes.
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Bulkley Richardson and Gelinas Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Bulkley Richardson and Gelinas implemented Microsoft 365 as their Collaboration platform. The United States based professional services firm, with approximately 110 employees, uses Microsoft 365 on their website and to support firm wide collaborative needs and document access.
The deployment focuses on core Microsoft 365 capabilities including Exchange Online email, SharePoint Online for document management and intranet, Microsoft Teams for synchronous collaboration, and OneDrive for individual file synchronization. Configurations emphasize role based access controls, shared document libraries and client matter folder structures common to professional services, supporting knowledge management and case file coordination.
Operational coverage extends across practice teams, administrative staff and knowledge management functions, with centralized tenant administration and permission models to enforce document access and versioning. The use of Microsoft 365 on the company website indicates an integrated presence between public facing content and the firm s Collaboration platform, positioning Microsoft 365 to support internal collaboration and document management business functions.
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Collaboration | Collaboration |
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2021 | 2021 |
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Bulkley Richardson and Gelinas CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018 Bulkley Richardson and Gelinas implemented Automattic Jetpack CRM as their primary CRM and it is deployed on their corporate website. The implementation places Automattic Jetpack CRM at the center of client contact capture and case intake workflows, consolidating web form submissions into a single CRM record store.
The Automattic Jetpack CRM deployment was configured to support core CRM functions such as contact management, organized client records, opportunity pipeline tracking, and email engagement logging. Configuration emphasis appears to be on embedding CRM-driven forms and client profile pages into the public website, enabling direct capture of prospects and automated assignment into service intake queues.
Operational usage spans client service and business development activities within the firm, where Automattic Jetpack CRM is used for prospect follow up, matter intake coordination, and maintaining a centralized client database. The CRM implementation is web integrated, aligning the application with the firm website as the primary inbound channel for new client interactions.
Governance measures focus on standardizing record structures and intake workflows, establishing access roles and data hygiene practices consistent with CRM category norms. The narrative centers on Automattic Jetpack CRM, CRM, and the firm level relationship between Bulkley Richardson and Gelinas, Automattic Jetpack CRM, and client facing business functions.
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Bulkley Richardson and Gelinas 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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2015 | 2015 |
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Bulkley Richardson and Gelinas 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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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Bulkley Richardson and Gelinas
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| No data found | ||||||
Apps Being Evaluated by Bulkley Richardson and Gelinas Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Bulkley Richardson and Gelinas IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Bulkley Richardson and Gelinas digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Bulkley Richardson and Gelinas Technographics
Bulkley Richardson and Gelinas is a Professional Services organization based in United States,
with around 110 employees and annual revenues of $35.0 million.
Bulkley Richardson and Gelinas operates a diverse technology stack with applications such as
Megasys Omega Enterprise, Microsoft 365 and Automattic Jetpack CRM,
covering areas like Loan Management, Collaboration and CRM.
Bulkley Richardson and Gelinas has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Megasys, Microsoft and Automattic.
Bulkley Richardson and Gelinas recently adopted applications including
CodeTwo Email Signatures in 2021, Megasys Omega Enterprise in 2020 and Microsoft 365 in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Bulkley Richardson and Gelinas’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Bulkley Richardson and Gelinas’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 Bulkley Richardson and Gelinas technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.