New York, 10018, NY,
United States
Claims Conference Technographics
Claims Conference Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Claims Conference and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Claims Conference employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Claims Conference has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2018, Shareaholic for Marketing Analytics, Marketing Automation 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 Claims Conference is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Shareaholic 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 Claims Conference 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 Claims Conference 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.
Claims Conference Tech Stack and Enterprise Applications
Claims Conference 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, Claims Conference implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize core accounting and financial reporting for the organization. The deployment targeted the finance function, consolidating bookkeeping, accounts payable, accounts receivable, and general ledger processes into a single Quickbooks instance.
The implementation configured standard ERP Financial capabilities in Intuit Quickbooks Enterprise including chart of accounts design, general ledger management, AP and AR workflows, fund and grant tracking consistent with nonprofit accounting, recurring transaction automation, and bank reconciliation processing. Reporting and transaction audit trails were established to support month end close activities and regulatory financial reporting requirements.
Operational coverage focused on the accounting and bookkeeping teams within Claims Conference, with a multi-user Quickbooks configuration and controlled access for finance staff. The environment was organized to support shared transaction processing, centralized ledger maintenance, and role based permissions for segregation of duties within the finance function.
Governance and staffing expectations were explicit, requiring candidates with a Bachelor’s degree and one to three years of accounting or bookkeeping experience, strong QuickBooks and Microsoft Office Suite skills, excellent written and verbal communication, and attention to detail. Ongoing responsibilities for the finance team included system configuration updates, reconciliations, financial reporting, and maintaining internal process workflows in Intuit Quickbooks Enterprise.
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Claims Conference Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Claims Conference deployed Microsoft 365 as its primary Collaboration platform across the organization. The implementation established Microsoft 365 for companywide communication and content collaboration for the nonprofit's United States staff and administrative teams.
The deployment leveraged cloud hosted Microsoft 365 services, with Exchange Online used for organizational email, SharePoint Online for document libraries and intranet content, OneDrive for individual file sync, and Microsoft Teams for meetings and real time collaboration. Identity and access controls were provisioned through Azure Active Directory with role based access controls and conditional access aligned to document retention and records management requirements.
Operational coverage encompassed administrative, finance, and program teams, centralizing email, document lifecycle management, and internal collaboration workflows on Microsoft 365. The organization’s website shows indicators of Microsoft 365 usage, and Claims Conference Microsoft 365 Collaboration supports core business functions of communications, content management, and staff collaboration under established governance and retention policies.
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Claims Conference CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Shareaholic | Legacy | Shareaholic | Marketing Analytics, Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021, Claims Conference implemented Shareaholic on their website. The deployment used Shareaholic to provide Marketing Analytics,Marketing Automation capabilities that support the organization’s marketing and digital engagement functions.
The implementation is a site-level integration of Shareaholic, instrumenting content discovery and social sharing widgets alongside analytics tagging across public pages. Configuration centered on content recommendations, social share tracking, and visitor behavior capture to consolidate web engagement signals for the marketing team, with governance managed by marketing for widget settings, content curation, and privacy controls.
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Claims Conference 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Claims Conference
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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COO | CXO | Finance | |
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Director Of Allocations Operations | Director | Supply Chain | |
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Chief Technology Officer | CXO | IT | |
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Manager of Information Systems | Manager | IT | |
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Apps Being Evaluated by Claims Conference Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||