Casey Peterson & Associates, Ltd.
909 St Joseph St #101,
Rapid City, 57701, SD,
United States
Rapid City, 57701, SD,
United States
1 605-348-1930
Banking and Financial Services
Casey Peterson & Associates, Ltd. Technographics
Casey Peterson & Associates, Ltd. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Casey Peterson & Associates, Ltd. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Casey Peterson & Associates, Ltd. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Casey Peterson & Associates, Ltd. has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2015, Concrete CMS for Web Content Management in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Casey Peterson & Associates, Ltd. is running and its propensity to invest more and deepen its relationship with Intuit , 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 Casey Peterson & Associates, Ltd. revenues, which have grown to $4.0 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 Casey Peterson & Associates, Ltd. 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.
Casey Peterson & Associates, Ltd. Tech Stack and Enterprise Applications
Casey Peterson & Associates, Ltd. 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, Casey Peterson & Associates, Ltd. implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The deployment centralized core accounting and finance operations for the 40 employee banking and financial services firm in the United States.
Configuration prioritized core financial modules including general ledger, accounts payable, accounts receivable, bank reconciliation and financial reporting, with chart of accounts customization to mirror industry accounting conventions. The implementation was configured for multi user access with role based permissions and transaction level controls to support auditability. Automation focused on recurring transactions and standardized month end close workflows consistent with ERP Financial practices.
Operational staffing and governance reflected recruiting requirements that specify practical QuickBooks knowledge and proficiency in Microsoft Office, enabling staff to prepare reports and manage client billing. Accounting, client billing, and finance teams used Intuit Quickbooks Enterprise data alongside spreadsheet and document workflows for regulatory and client reporting. The system supported day to day bookkeeping, cash management, and client account transaction processing across the firm.
Governance emphasized standardized accounting processes, role based access controls and documented reconciliation procedures to maintain control in a small firm environment. Onboarding and ongoing competency were reinforced through hiring criteria specifying a minimum of three years public accounting experience, which aligned operational expectations for QuickBooks administration. Ongoing configuration stewardship relied on internal staff capability and process discipline to sustain system integrity.
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Casey Peterson & Associates, Ltd. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Casey Peterson & Associates, Ltd. deployed Microsoft 365 as its primary Collaboration platform. The deployment is visible on the corporate website, indicating the firm is using Microsoft 365 on their website to surface hosted communications and document sharing for the organization. At Casey Peterson & Associates, Ltd., Microsoft 365 serves as the firm's Collaboration platform supporting internal communications and document management across business functions.
For a 40 person banking and financial services firm, the implementation would provision hosted email, document libraries, and team collaboration capabilities typical of Microsoft 365, including Exchange mailboxes, SharePoint document management, Teams collaboration, and OneDrive file sync as standard functional modules. Identity and access control are typically handled at the tenant level through Microsoft identity services, with governance oriented around tenant administration, mailbox policies, and document permission sets. The implementation footprint is therefore aligned to firmwide business functions such as client advisory, operations, and administrative workflows, surfaced through the corporate website.
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Collaboration | Collaboration |
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2021 | 2021 |
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Casey Peterson & Associates, Ltd. Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Concrete CMS | Legacy | Concrete CMS | Web Content Management | Content Management | n/a | 2017 | 2017 |
In 2017, Casey Peterson & Associates, Ltd. implemented Concrete CMS as its Web Content Management platform to manage the company website and public-facing content. The deployment established Concrete CMS as the primary content management application for web content hosting, authoring, and page presentation on the corporate site, aligning the vendor Concrete CMS with the firm’s marketing and client communication needs.
The implementation emphasized Web Content Management capabilities such as in-context content authoring, page templates and layout management, a centralized media library, and publishing workflow and permissions to support editorial governance. Operational coverage focused on website content and marketing communications, with role-based access and editorial approval processes configured to fit a small firm environment, and Concrete CMS was used to centralize content lifecycle tasks including staging, review, and publish operations.
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Casey Peterson & Associates, Ltd. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2021 | 2021 |
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Casey Peterson & Associates, Ltd. 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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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Casey Peterson & Associates, Ltd.
| First Name | Last Name | Title | Function | Department | Phone | |
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Managing Shareholder, Board President | CXO | Finance | |
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Director & Shareholder | Director | Finance | |
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Director & Shareholder | Director | Finance | |
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Director of Operations | Director | Finance | |
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Apps Being Evaluated by Casey Peterson & Associates, Ltd. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Casey Peterson & Associates, Ltd. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Casey Peterson & Associates, Ltd. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Casey Peterson & Associates, Ltd. Technographics
Casey Peterson & Associates, Ltd. is a Banking and Financial Services organization based in United States,
with around 40 employees and annual revenues of $4.0 million.
Casey Peterson & Associates, Ltd. operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Concrete CMS,
covering areas like ERP Financial, Collaboration and Web Content Management.
Casey Peterson & Associates, Ltd. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Concrete CMS.
Casey Peterson & Associates, Ltd. recently adopted applications including
CodeTwo Email Signatures in 2021, ActiveCampaign in 2021 and Amazon CloudFront in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Casey Peterson & Associates, Ltd.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Casey Peterson & Associates, Ltd.’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 Casey Peterson & Associates, Ltd. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.