San Antonio, 78216, TX,
United States
Gilliam & Associates, PC Technographics
Gilliam & Associates, PC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Gilliam & Associates, PC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Gilliam & Associates, PC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Gilliam & Associates, PC has purchased the following applications: BILL Financial Operations Platform for AP Automation, AR Automation in 2020, Microsoft 365 for Collaboration in 2020, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Gilliam & Associates, PC is running and its propensity to invest more and deepen its relationship with BILL Operations , Intuit , Microsoft 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 Gilliam & Associates, PC revenues, which have grown to $3.0 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 Gilliam & Associates, PC 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.
Gilliam & Associates, PC Tech Stack and Enterprise Applications
Gilliam & Associates, PC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BILL Operations | Legacy | BILL Financial Operations Platform | AP Automation, AR Automation | ERP | n/a | 2020 | 2020 |
In 2020, Gilliam & Associates, PC implemented BILL Financial Operations Platform to establish AP Automation,AR Automation across its finance operations. The deployment targeted the firm’s accounting and finance functions in the United States, centralizing invoice processing, billing orchestration, and payment initiation. The implementation surface includes Bill.com connectivity on the company website, enabling electronic invoice delivery and customer payment flows integrated with the BILL Financial Operations Platform.
Configuration emphasized AP Automation,AR Automation capabilities such as automated invoice capture and classification, approval routing and controls, vendor payment scheduling, customer invoicing, and payment reconciliation workflows. BILL Financial Operations Platform was provisioned to centralize finance governance and approval workflows under the finance team, aligning payables and receivables processes and creating a single operational transaction ledger for billing and payments. Integrations are documented with the website Bill.com endpoint, and operational coverage is primarily finance and accounting users across the firm in the United States.
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ERP Financial | ERP |
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2009 | 2009 |
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Gilliam & Associates, PC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Gilliam & Associates, PC deployed Microsoft 365 as its primary Collaboration platform. The Microsoft 365 implementation is visible on the company website and was provisioned as a cloud SaaS tenant to deliver core collaboration services including Exchange Online email, SharePoint document libraries, Microsoft Teams meetings and chat, and OneDrive for individual file storage. Microsoft 365 is used to centralize communication and document collaboration for the firm.
The deployment was sized for a 30 employee, United States based financial services firm and focused on firm wide user provisioning, mailbox configuration, and SharePoint site structure for client and internal documents. Governance was organized around tenant administration and role based access to enforce document access and basic compliance workflows. Operational coverage included administrative, accounting, and client service functions, using Microsoft 365 to unify internal communications and client facing document collaboration across the organization.
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Gilliam & Associates, PC IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 |
In 2016, Gilliam & Associates, PC implemented Microsoft Azure Cloud Services to host its public website. Microsoft Azure Cloud Services provides the firm's Application Hosting and Computing Services platform, delivering externally facing web hosting and cloud compute and storage capabilities for site content and client access.
The deployment architecture emphasizes Azure-hosted compute and object storage, with traffic managed through cloud DNS and platform-managed TLS termination, and includes platform monitoring, backup, and routine patching workflows to support availability. Operational scope is focused on the firm's web presence and content management workflows for the United States-based practice, and administrative governance is exercised through Azure management interfaces and role-based access to align cloud operations with small business IT controls.
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IT Decision Makers and Key Stakeholders at Gilliam & Associates, PC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Founder | CXO | Finance | ||||
| Staff Accountant | Manager | Finance | ||||
| Staff Accountant | Manager | Finance | ||||
| Tax Manager | Manager | Finance |
Apps Being Evaluated by Gilliam & Associates, PC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||