Dimella Shaffer Associates, Inc
24 Farnsworth Street, 4th Floor,
Boston, 2210, MA,
United States
Boston, 2210, MA,
United States
1 617-426-5004
Professional Services
Dimella Shaffer Associates, Inc Technographics
Dimella Shaffer Associates, Inc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Dimella Shaffer Associates, Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 Dimella Shaffer Associates, Inc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Dimella Shaffer Associates, Inc has purchased the following applications: Deltek Vision for ERP Financial in 2021, Microsoft 365 for Collaboration in 2020, Automattic Jetpack CRM for CRM in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Dimella Shaffer Associates, Inc is running and its propensity to invest more and deepen its relationship with Deltek , Microsoft , Automattic 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 Dimella Shaffer Associates, Inc revenues, which have grown to $10.0 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 Dimella Shaffer Associates, Inc 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.
Dimella Shaffer Associates, Inc Tech Stack and Enterprise Applications
Dimella Shaffer Associates, Inc ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Deltek | Legacy | Deltek Vision | ERP Financial | ERP | n/a | 2021 | 2021 |
In 2021, Dimella Shaffer Associates, Inc implemented Deltek Vision as its ERP Financial system to centralize project accounting and firm finance workflows for its 80-person professional services firm. Deltek Vision was positioned to provide core ERP Financial capabilities including general ledger, accounts receivable, accounts payable, project accounting, project budgeting, revenue recognition and firm-level financial reporting.
The implementation focused on configuration of project-level budgets and integrity controls, maintenance of a rolling forecast of revenues and expenses, and support for month-end close on a GAAP accrual basis. Functional workflows emphasized project profitability analysis, accounts receivable and cash flow monitoring, preparation of year-end tax planning forecasts on a cash basis, and journal and ledger processes needed to produce monthly financials and industry specific KPIs.
Operational coverage extended across the Accounting Manager and Accounting Assistant roles, periodic reviews with project managers, and weekly meetings with business owners and firm ownership for financial review and decision making. Financial reporting and presentation workstreams leveraged Microsoft Office proficiency for analysis and stakeholder reporting, while processes were aligned to sustain banking relationship management and compliance with federal, state and local tax requirements.
Governance and process restructuring embedded regular cadence for rolling forecast reviews, project budget validation routines within Deltek Vision, and coordination of independent year-end tax planning, stock valuation and financial statement review by outside CPAs. The deployment concentrated on institutionalizing project budget completeness and recurring financial controls to support the firm’s accounting, project management and ownership reporting needs.
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Dimella Shaffer Associates, Inc Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Dimella Shaffer Associates, Inc implemented Microsoft 365 as its Collaboration platform across the firm. The implementation is visible on the company website and aligns Microsoft 365 with the firm’s professional services operations and internal communications workflows.
The deployment focused on core Microsoft 365 capabilities, configuring Exchange Online for corporate email, SharePoint Online for centralized document management, Microsoft Teams for synchronous collaboration and meetings, OneDrive for Business for user file sync, and the Office productivity suite for day to day authoring. Microsoft 365 was provisioned for the firm’s staff of about 80 employees, with user accounts and license assignments reflecting role based access for consulting, marketing, and administrative functions.
Identity and access were managed through the Microsoft 365 tenant using Azure Active Directory identity services to provide centralized authentication and single sign on across corporate endpoints. The Microsoft 365 presence on the corporate website indicates an extension of the platform into external facing touch points while the internal configuration emphasized cloud first storage and collaboration services.
Governance and operational controls were implemented at the tenant level, including conditional access and data classification aligned with Collaboration use cases, and device access controls consistent with mobile and remote work needs. Microsoft 365 supports Dimella Shaffer Associates, Inc Collaboration requirements for professional services delivery and internal team coordination without reference to a named prior system.
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Dimella Shaffer Associates, Inc CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Dimella Shaffer Associates, Inc implemented Automattic Jetpack CRM on their website. The deployment uses Automattic Jetpack CRM as the primary customer relationship system, positioned within the CRM Apps Category to centralize client contact management and lead capture for the firm.
The implementation is embedded in the company website and configured to ingest front end contact forms and online inquiries into a unified contact store, supporting standard CRM workflows such as contact management, pipeline tracking, and email communication management. Operational ownership is aligned with client-facing teams, including business development and client services, and governance is structured around centralized customer record stewardship, role based access, and process controls for inbound lead handling and ongoing client engagement.
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Dimella Shaffer Associates, Inc IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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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 Dimella Shaffer Associates, Inc
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Dimella Shaffer Associates, Inc Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Dimella Shaffer Associates, Inc IT executives and key decision makers. This section highlights Dimella Shaffer Associates, Inc's latest recorded technology evaluations, including Finastra Misys FusionBanking Midas for Core Banking on 2026-03-07 and Ellucian CRM Advance for CRM on 2025-08-28. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Dimella Shaffer Associates, Inc digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-07 | Dimella Shaffer Associates, Inc | Evaluated | Finastra | Finastra Misys FusionBanking Midas | Core Banking | ERP Services and Operations |
| 2025-08-28 | Dimella Shaffer Associates, Inc | Evaluated | Ellucian | Ellucian CRM Advance | CRM | CRM |
FAQ - APPS RUN THE WORLD Dimella Shaffer Associates, Inc Technographics
Dimella Shaffer Associates, Inc is a Professional Services organization based in United States,
with around 80 employees and annual revenues of $10.0 million.
Dimella Shaffer Associates, Inc operates a diverse technology stack with applications such as
Deltek Vision, Microsoft 365 and Automattic Jetpack CRM,
covering areas like ERP Financial, Collaboration and CRM.
Dimella Shaffer Associates, Inc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Deltek, Microsoft and Automattic.
Dimella Shaffer Associates, Inc recently adopted applications including
Deltek Vision in 2021, Fastly in 2021 and Microsoft 365 in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Dimella Shaffer Associates, Inc’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Dimella Shaffer Associates, Inc’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 Dimella Shaffer Associates, Inc technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.