Chicago, 60631, IL,
United States
Glazer-Kennedy Insiders Circle Technographics
Glazer-Kennedy Insiders Circle Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Glazer-Kennedy Insiders Circle and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 35 Glazer-Kennedy Insiders Circle employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Glazer-Kennedy Insiders Circle has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, Google Workspace (Formerly Google G-Suite) for Collaboration in 2018, Keap CRM for CRM 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 Glazer-Kennedy Insiders Circle is running and its propensity to invest more and deepen its relationship with Oracle , Google , Keap (formerly Infusionsoft) 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 Glazer-Kennedy Insiders Circle 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 Glazer-Kennedy Insiders Circle 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.
Glazer-Kennedy Insiders Circle Tech Stack and Enterprise Applications
Glazer-Kennedy Insiders Circle ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2013 | 2013 |
In 2013, Glazer-Kennedy Insiders Circle implemented Oracle NetSuite ERP as its ERP Financial platform. The deployment centralized core accounting and financial management for the 35 employee professional services firm, positioning Oracle NetSuite ERP to manage general ledger, accounts payable, accounts receivable, and billing workflows.
Configuration emphasized standard financial modules, including general ledger, accounts payable, accounts receivable, billing and invoicing, fixed asset tracking, and financial reporting. The implementation leveraged built-in automation for invoice-to-cash and procure-to-pay sequencing, and used configurable accounting periods and tax handling consistent with ERP Financial functionality. Workflows were configured to enforce system-controlled approvals and invoice routing, and reporting templates were instrumented for executive and operational visibility.
Operational coverage focused on finance and accounting teams while supporting billing activities for client delivery. Governance measures included a centralized chart of accounts, role-based access controls, and defined month-end close procedures to standardize accounting practice across the organization. This description documents Glazer-Kennedy Insiders Circle Oracle NetSuite ERP ERP Financial implementation and how it was structured to centralize and standardize finance and accounting operations.
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Glazer-Kennedy Insiders Circle Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Glazer-Kennedy Insiders Circle implemented Google Workspace (Formerly Google G-Suite) as its enterprise collaboration platform. The Google Workspace (Formerly Google G-Suite) deployment is recorded under the Collaboration category and was provisioned to support a 35 person professional services organization, covering core business functions including company email, calendaring, document coauthoring, and virtual meetings.
Configuration centered on standard Google Workspace modules, including Gmail, Google Calendar, Google Drive with shared drives, Google Docs, Sheets, Slides, and Google Meet. Administrative configuration uses the centralized admin console for user provisioning, group based access controls, shared drive permission structures, and basic mobile device management, enabling role based sharing and comment based review workflows that align with client deliverable production and internal knowledge management.
The implementation is surfaced on the company website through Google Workspace domain routing for business email and contact workflows, ensuring inbound client inquiries are managed within the same Collaboration platform. Governance is organized around centralized administration, account lifecycle processes for onboarding and offboarding, and document permission policies to control access to client materials and internal templates.
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Glazer-Kennedy Insiders Circle CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Keap (formerly Infusionsoft) | Legacy | Keap CRM | CRM | CRM | n/a | 2014 | 2014 |
In 2014, Glazer-Kennedy Insiders Circle implemented Keap CRM as its primary CRM, deploying the Keap CRM platform to capture and manage contacts directly from its website. The implementation aligns with the CRM category and serves a 35 person professional services firm, centralizing customer and prospect records for marketing and sales use.
The deployment leverages Keap CRM native web form and landing page capability to instrument lead capture on the company website, and configures a centralized contact database with segmentation tags, campaign automation, email sequence workflows, and a sales pipeline for deal tracking. Keap CRM campaign builder and email automation are used to standardize follow up, while tagging and list segmentation enable targeted communications and lifecycle staging.
Operational coverage is focused on marketing and sales functions across the organization, with Keap CRM acting as the single source of contact truth and the primary channel for inbound lead orchestration from the website. Governance is organized around centralized templates and campaign workflows to enforce consistent follow up and data hygiene, supporting day to day prospecting and customer engagement processes.
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Glazer-Kennedy Insiders Circle PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2017 | 2017 |
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Glazer-Kennedy Insiders Circle 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Glazer-Kennedy Insiders Circle
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Director of Professional Practices | Director | Finance | ||||
| VP finance | VP | Finance | ||||
| VP of Sales, Business Consulting and Service | VP | Sales |
Apps Being Evaluated by Glazer-Kennedy Insiders Circle Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||