EST Associates
124 Crescent Road,
Needham, 2494, MA,
United States
Needham, 2494, MA,
United States
1 781-455-0003
Professional Services
EST Associates Technographics
EST Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by EST Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 EST Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that EST Associates has purchased the following applications: Sage Lockstep for AR Automation in 2019, Microsoft 365 for Collaboration in 2017, GoDaddy for Application Hosting and Computing Services 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 EST Associates is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , GoDaddy 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 EST Associates 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 EST Associates 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.
EST Associates Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Lockstep | AR Automation | ERP Financial Management | n/a | 2019 | 2019 |
In 2019, EST Associates implemented Sage Lockstep for AR Automation, adding the Lockstep Collect module to its financial tech stack to centralize accounts receivable and collections. The implementation responded to a predominantly manual AR environment where aging, notes and payment tracking were maintained in Excel spreadsheets and invoices were printed, mailed and tracked by hand, with only about 27 percent of customers receiving invoices electronically. Controller Kathy Panaro drove the initiative to replace paper based touchpoints with a straight-thru process covering invoice generation through collection.
Lockstep Collect was configured to automate core AR workflows typical of AR Automation, including electronic invoice delivery, automated aging and status tracking, centralized notes and customer communication orchestration for collection workflows. The deployment emphasized replacing manual mailing and spreadsheet reconciliations with system based recordkeeping and workflow automation, aligning invoice to cash activities within a single application layer.
Operational ownership rested with the controller and the accounts receivable function, and the rollout focused on consolidating AR data into Sage Lockstep as the primary source of truth for receivables. Governance changes included standardizing communications templates and centralizing workflow ownership to enforce the straight thru process principles from billing to collection, while the application was integrated into EST Associates financial tech stack to eliminate paper based handoffs and manual tracking.
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ERP Financial | ERP Financial Management |
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2019 | 2019 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, EST Associates implemented Microsoft 365 for Collaboration across its 50 person professional services firm in the United States. The deployment established Microsoft 365 as the primary collaboration and productivity platform for corporate communications, document workstreams, and external content surfaced on the company website.
The Microsoft 365 implementation included core productivity suites such as Office applications, Exchange Online for corporate email, Microsoft Teams for real time messaging and meetings, and SharePoint Online with OneDrive for document management and intranet content. The environment was provisioned as a cloud based Microsoft 365 tenant with Azure Active Directory used for identity and access management, enabling single sign on and centralized account administration.
Operational coverage spans companywide business functions including client delivery, finance, and business administration, with site level SharePoint site collections and Teams channels aligned to project workstreams. Governance was implemented through the Microsoft 365 admin center and SharePoint governance controls, using role based administration, information classification and retention labels to structure content lifecycle and access. The configuration reflects a Collaboration centric architecture focused on unified messaging, document collaboration, and managed site content tied to the corporate web presence.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2017 | 2017 |
In 2017, EST Associates deployed GoDaddy to host and operate their public website. The deployment positions GoDaddy as the primary Application Hosting and Computing Services provider for EST Associates, supporting the firm's external web presence and domain administration needs.
GoDaddy is used to provide web hosting, DNS and domain registration, SSL certificate management, site administration interfaces, and basic email forwarding capabilities, functions typical of Application Hosting and Computing Services. Operational control is concentrated with the company's web administration function, covering the site at https://www.estassociates.com and associated domain records, and the implementation follows standard hosting control panel workflows and DNS propagation processes.
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at EST Associates
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| No data found | ||||||
Apps Being Evaluated by EST Associates Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from EST Associates IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the EST Associates digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD EST Associates Technographics
EST Associates is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
EST Associates operates a diverse technology stack with applications such as
Sage Lockstep, Microsoft 365 and GoDaddy,
covering areas like AR Automation, Collaboration and Application Hosting and Computing Services.
EST Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Microsoft and GoDaddy.
EST Associates recently adopted applications including
DigitalOcean Droplets in 2021, Sage Lockstep in 2019 and Sage Intacct in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of EST Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates EST Associates’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 EST Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.