AI Buyer Insights:

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

Edell Shapiro & Finnan
Location
9801 Washingtonian Blvd., Suite 750,
Gaithersburg, 20878, MD,
United States
Website
https://www.usiplaw.com/
Phone
1 301-424-3640
Artw industry
Professional Services
Employee
Revenue

Edell Shapiro & Finnan Technographics

Edell Shapiro & Finnan Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Edell Shapiro & Finnan and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 55 Edell Shapiro & Finnan employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Edell Shapiro & Finnan has purchased the following applications: Tabs3 Financials for Legal Practice Management in 2014, Blazeo ApexChat for Chatbots and Conversational AI in 2024, Cisco Webex Meetings for Audio Video and Web Conferencing 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 Edell Shapiro & Finnan is running and its propensity to invest more and deepen its relationship with Tabs3 , Blazeo , Cisco Systems 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 Edell Shapiro & Finnan revenues, which have grown to $5.0 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 Edell Shapiro & Finnan 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.

Edell Shapiro & Finnan Tech Stack and Enterprise Applications

ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Tabs3 Legacy Tabs3 Financials Legal Practice Management ERP Services and Operations n/a 2014 2014
In 2014, Edell Shapiro & Finnan implemented Tabs3 Financials to address Legal Practice Management needs across the firm. The deployment focused on Time & Billing and matter-level financial records for a 55-person professional services firm, positioning Tabs3 Financials as the core application for case billing and client ledger maintenance. Tabs3 Financials was configured to support Time & Billing operations, client and matter record administration, invoice generation, and case-level billing workflows that accounted for pending, granted, and abandoned matters. Administrative staff performed systematic data entry of transferred cases into the docketing system while entering corresponding financial and time records into Tabs3 Financials, aligning matter identifiers and billing codes to preserve continuity of client files. Operational coverage included docketing managers, billing clerks, and records personnel, with Tabs3 Financials used alongside physical file room workflows and a maintained storage list of files. Governance emphasized role-based data entry responsibilities and handoff procedures between docketing and billing teams, enabling coordinated intake, ongoing time capture, and management of billing queues for new and transferred cases.
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Blazeo Legacy Blazeo ApexChat Chatbots and Conversational AI AI-Powered Application n/a 2024 2024
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 Edell Shapiro & Finnan implemented Cisco Webex Meetings as their Audio Video and Web Conferencing solution and are using Cisco Webex Meetings on their website for client access. The deployment is focused on delivering hosted video and audio meeting sessions, browser based join flows, and embedded meeting entry points on public web pages to support client scheduling and remote intake interactions. Configuration emphasis includes core meeting capabilities such as multi party video, screen sharing, cloud recording, participant controls and meeting moderation. These functional elements align with standard Audio Video and Web Conferencing workflows and were configured to support both scheduled client sessions and ad hoc internal collaboration, with meeting templates and permission settings applied at the account level. Integration and operational coverage centers on the website embedding of the Webex meeting join experience, providing a public facing access path for clients and external counsel. Operational scope is firm wide across the professional services organization headquartered in the United States, with primary business functions impacted including client-facing practice teams and administrative staff who manage appointment flows and evidence sharing. Governance was implemented through centralized account administration, role based meeting permissions and policy driven meeting controls to manage participant access and recording retention. The implementation narrative focuses on structuring Cisco Webex Meetings to serve attorney client workflows within a small professional services firm, aligning application configuration with operational needs without introducing additional named integrations.
Audio Video and Web Conferencing Collaboration 2022 2022
Audio Video and Web Conferencing Collaboration 2023 2023
Collaboration Collaboration 2019 2019
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Tag Management CRM 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2023 2023
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Edell Shapiro & Finnan

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Edell Shapiro & Finnan Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Edell Shapiro & Finnan IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Edell Shapiro & Finnan digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Edell Shapiro & Finnan Technographics
Edell Shapiro & Finnan is a Professional Services organization based in United States, with around 55 employees and annual revenues of $5.0 million.
Edell Shapiro & Finnan operates a diverse technology stack with applications such as Tabs3 Financials, Blazeo ApexChat and Cisco Webex Meetings, covering areas like Legal Practice Management, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Edell Shapiro & Finnan has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Tabs3, Blazeo and Cisco Systems.
Edell Shapiro & Finnan recently adopted applications including Blazeo ApexChat in 2024, Cisco Webex Meetings in 2023 and Cloudflare CDN in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Edell Shapiro & Finnan’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Edell Shapiro & Finnan’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 Edell Shapiro & Finnan technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.