Chicago, 60661, IL,
United States
Epstein Global Technographics
Epstein Global Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Epstein Global and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Epstein Global employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Epstein Global has purchased the following applications: ConstructConnect PlanSwift for Construction Estimating in 2015, Microsoft 365 for Collaboration in 2021, Craft CMS for Web Content Management in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Epstein Global is running and its propensity to invest more and deepen its relationship with ConstructConnect , Microsoft , Pixel & Tonic 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 Epstein Global revenues, which have grown to $280.0 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 Epstein Global 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.
Epstein Global Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ConstructConnect | Legacy | ConstructConnect PlanSwift | Construction Estimating | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Epstein Global implemented ConstructConnect PlanSwift to underpin its Construction Estimating workflows. The deployment positioned ConstructConnect PlanSwift as the primary estimating tool for the firm’s estimating and pre-construction teams within its United States operations, aligning the application directly with the Construction Estimating business function.
ConstructConnect PlanSwift was configured to support core takeoff and estimating capabilities typical of the Construction Estimating category, including digital plan navigation and markup, automated quantity takeoff, configurable assemblies and pricing libraries, and exportable estimate package generation. Configuration work focused on standardized measurement conventions, reusable assemblies for common trade scopes, and report templates to produce export-ready estimate outputs.
Operational integration emphasized interoperability with the office productivity tools noted in internal skill profiles, specifically MS Office and MS Project, with takeoff data exported to spreadsheet formats for cost rollups and to MS Project for schedule-linked quantity review. Governance centered on template standardization and training, with estimating team proficiency in ConstructConnect PlanSwift, MS Office, and MS Project used to enforce consistent workflows and handoffs between estimating and pre-construction functions.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Epstein Global implemented Microsoft 365. The deployment is oriented to Collaboration and is referenced on Epstein Global's public website, supporting the company footprint in the United States and an employee base of about 200 people.
The Microsoft 365 implementation centralizes core collaboration capabilities, including Exchange Online for email, Microsoft Teams for chat and meetings, SharePoint Online for intranet and document management, and OneDrive for personal file synchronization. Microsoft 365 is used to provide unified communication and document collaboration across project teams and back office functions, with configuration emphasis on cloud native services.
Architecture follows a cloud hosted Microsoft 365 tenant model, with identity and access managed through Azure Active Directory to enable single sign on and role based access control. The deployment leverages Microsoft 365 security and compliance features such as conditional access, data loss prevention and retention policies to address construction and real estate information controls. No named third party integrations were specified in the source.
Governance is organized around central tenant administration, standardized license provisioning and formalized user onboarding workflows to align project teams, finance and executive staff on consistent collaboration patterns. Operational changes emphasize standardized document libraries, team sites and meeting workflows to reduce fragmentation across projects. The source does not provide explicit outcome, cost or risk metrics.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Pixel & Tonic | Legacy | Craft CMS | Web Content Management | Content Management | n/a | 2014 | 2014 |
In 2014 Epstein Global implemented Craft CMS as its Web Content Management platform for the public website. Craft CMS was configured to manage the company's editorial content, project pages, and media assets through structured content models, entry types, and templating. The implementation centralized content authoring, publishing workflows, and asset management to support marketing and communications functions.
Architecturally Craft CMS operated as the content authoring and presentation layer within the web stack, using Craft CMS templates and channel and section structures to control front-end rendering and content reuse. Operational scope focused on the corporate website and recruitment pages, with role based permissions and editorial governance driving content approval and publishing processes. The deployment standardized content models and templates to create consistent page types and simplify ongoing site maintenance for Epstein Global under the Web Content Management category.
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2014 | 2014 |
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Project Portfolio Management | PPM |
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2013 | 2013 |
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Project Portfolio Management | PPM |
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2013 | 2013 |
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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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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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Epstein Global
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Epstein Global Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
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