San Francisco, 94104-3814, CA,
United States
Haas Jr, Evelyn & Walter Fund Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Haas Jr, Evelyn & Walter Fund and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Haas Jr, Evelyn & Walter Fund employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Haas Jr, Evelyn & Walter Fund has purchased the following applications: Formstack Forms for Customer Experience in 2015, Budgyt Platform for EPM in 2022, Freshservice for IT Service Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Haas Jr, Evelyn & Walter Fund is running and its propensity to invest more and deepen its relationship with Formstack , Salesforce , Google 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 Haas Jr, Evelyn & Walter Fund 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 Haas Jr, Evelyn & Walter Fund 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.
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Formstack | Legacy | Formstack Forms | Customer Experience | CRM | n/a | 2015 | 2015 |
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Marketing Automation | CRM |
|
2021 | 2021 |
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Tag Management | CRM |
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2016 | 2016 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Budgyt | Legacy | Budgyt Platform | EPM | EPM | n/a | 2022 | 2022 |
In 2022, the Evelyn & Walter Haas, Jr. Fund implemented Budgyt Platform to simplify budget-to-actual reporting. The Budgyt Platform was deployed as an EPM solution to support finance and nonprofit budgeting and planning at the California-based fund.
Deployment emphasized budgeting and FP&A modules, configured to produce Actuals-to-Budget reports and to distribute tailored budget views. Administrators set up consolidated budget rollups and curated input and view screens so 15 designated users received role-appropriate visibility into operating budgets.
The implementation integrated Budgyt with QuickBooks to ingest actuals data for reconciliation and reporting. Operational coverage was focused on the finance function within the nonprofit, with users accessing Budgyt for ongoing budget maintenance and period reporting.
Governance and rollout prioritized controlled distribution of tailored budget views to finance stakeholders and standardization of Actuals-to-Budget access. Reported outcomes included reduced reporting time, with each user saving about 2 to 3 hours per week, and improved access to Actuals-to-Budget reports.
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freshworks | Legacy | Freshservice | IT Service Management | ITSM | n/a | 2020 | 2020 |
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | 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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2013 | 2013 |
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