Nashville, 37228, TN,
United States
Goldner Associates Technographics
Goldner Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Goldner Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Goldner 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 Goldner Associates has purchased the following applications: Lakeshore Business Management & Accounting for Business Process Management in 2012, Microsoft 365 for Collaboration in 2015, Amazon SES for Transactional Email in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Goldner Associates is running and its propensity to invest more and deepen its relationship with Lakeshore Group , Microsoft , Amazon Web Services (AWS) 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 Goldner Associates revenues, which have grown to $10.0 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 Goldner 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.
Goldner Associates Tech Stack and Enterprise Applications
Goldner Associates ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Lakeshore Group | Legacy | Lakeshore Business Management & Accounting | Business Process Management | ERP Services and Operations | n/a | 2012 | 2012 |
In 2012, Goldner Associates implemented Lakeshore Business Management & Accounting to support promotional-products order processing, accounting and fulfillment operations in the United States. The deployment of Lakeshore Business Management & Accounting was purchased and recorded as live in 2012, providing a centralized transactional backbone for order capture and financial posting.
Implementation focused on Business Process Management capabilities, with configuration aligned to order processing, accounting, and inventory and fulfillment modules consistent with the vendor product scope. The system consolidated order-to-invoice workflows, inventory tracking and fulfillment orchestration, enabling standardized order lifecycle handling and automated accounting entries.
Operational coverage included the accounting, operations and fulfillment teams across the United States, with rollout oriented to centralize order entry, inventory reconciliation and invoice generation. Governance emphasized workflow standardization and clear process ownership between order processing and accounting functions, and the live 2012 deployment supported ongoing promotional-products order processing and fulfillment operations.
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Goldner Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Goldner Associates implemented Microsoft 365 to centralize Collaboration across its professional services operations. The deployment focused on supporting core business functions including project delivery, internal communications, document collaboration, and office productivity for the firm’s approximately 100 employees in the United States. Public site artifacts indicate Microsoft 365 is in use on their website, confirming an externally visible tenancy.
The implementation of Microsoft 365 encompassed standard Collaboration capabilities such as hosted email and calendaring, team messaging and meetings, cloud document libraries, user file sync and sharing, and desktop and web Office applications. Configuration work aligned with Collaboration use cases included SharePoint Online sites for project and document management, OneDrive for Business for personal file storage, Exchange Online for mail, and Microsoft Teams for synchronous and asynchronous communication and meetings.
Operational governance centered on tenant-level administration, role based access control, and centralized identity services consistent with Microsoft identity frameworks to manage users and devices across the firm. Rollout scope covered internal professional services teams and corporate functions, with policies for document classification and sharing configured to support Collaboration workflows.
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Goldner Associates PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon SES | Transactional Email | PaaS | n/a | 2019 | 2019 |
In 2019, Goldner Associates implemented Amazon SES for Transactional Email on their website. The deployment configured Amazon SES as the primary outbound mail service for website-driven client interactions, handling automated confirmations, client notifications, and administrative alerts originating from web forms and backend workflows. The implementation ties Amazon SES directly to the company website to manage transactional delivery rather than bulk marketing sends.
Configuration centered on Transactional Email controls, using the Amazon SES sending interface via SMTP or API, domain authentication mechanisms such as SPF and DKIM, and built-in bounce and complaint feedback handling to protect sender reputation. The setup also captured sending metrics and delivery logs within Amazon SES tooling to support operational monitoring and troubleshooting of message delivery and lifecycle events.
Operational scope is focused on customer-facing communications generated by the website, impacting client service and administrative functions across the firm. Governance emphasized mailbox hygiene and automated bounce workflows, with application-level delivery controls and monitored feedback loops to maintain transactional message lifecycle management through Amazon SES.
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Goldner Associates 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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IT Decision Makers and Key Stakeholders at Goldner Associates
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|---|---|---|---|---|---|---|
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Apps Being Evaluated by Goldner Associates Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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