Hartman Executive Advisors
1954 Greenspring Drive Suite 320,
Timonium, 21093, MD,
United States
Timonium, 21093, MD,
United States
1 410-600-3200
Media
Hartman Executive Advisors Technographics
Hartman Executive Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Hartman Executive Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Hartman Executive Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Hartman Executive Advisors has purchased the following applications: Sage Intacct for ERP Financial in 2024, Oracle Netsuite OpenAir for Professional Services Automation in 2014, Microsoft 365 for Collaboration 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 Hartman Executive Advisors is running and its propensity to invest more and deepen its relationship with Sage , Oracle , 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 Hartman Executive Advisors 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 Hartman Executive Advisors 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.
Hartman Executive Advisors Tech Stack and Enterprise Applications
Hartman Executive Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2024 | 2024 |
In 2024 Hartman Executive Advisors implemented Sage Intacct as its ERP Financial system and is using Sage Intacct on the company website to centralize transactional finance capabilities. The deployment reflects a cloud-first, single-tenant SaaS instance of Sage Intacct provisioned for a 50-employee media firm and positioned as the firmwide financial application.
Configuration emphasized core financial modules, including general ledger, accounts payable, accounts receivable, and financial reporting, with workflows aligned to transactional posting, period close routines, and executive reporting. Sage Intacct was configured to support standard ERP Financial processes and role-based transaction controls appropriate for a small professional services finance organization.
Operational coverage centers on the finance and accounting teams and extends to executive leadership for consolidated financial visibility, consistent with ERP Financial use for billing, revenue recognition, and cash management workflows. Integrations are surfaced to the company website as noted, with no other named external system integrations provided in the source.
Governance was structured around finance owners with chart of accounts governance, configuration controls, and role-based access to enforce segregation of duties within Sage Intacct. The rollout approach appears scaled to a single legal entity and a centralized finance function consistent with the organization size.
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Hartman Executive Advisors ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2014 | 2014 |
In 2014, Hartman Executive Advisors implemented Oracle Netsuite OpenAir as its Professional Services Automation platform. The deployment targeted the company's consulting and delivery functions across the 50 person firm, centralizing project financials and resource management into a single application.
The Oracle Netsuite OpenAir implementation emphasized modules for project management, resource scheduling and utilization, time and expense capture, and project accounting. Configuration included role based access controls, project role templates, automated time approval workflows, and billing profile setup to support fixed fee and time and materials engagements.
Operational scope covered firmwide professional services operations and finance processes, aligning project delivery, resource planning, and invoicing workflows. Governance introduced centralized project intake and standardized time entry policies, and the architecture was delivered as a cloud hosted SaaS instance of Oracle Netsuite OpenAir to minimize on premises infrastructure.
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Hartman Executive Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016 Hartman Executive Advisors implemented Microsoft 365 as its Collaboration platform. The Microsoft 365 deployment supports a 50 person media advisory firm headquartered in the United States and is explicitly surfaced on their public website.
The Microsoft 365 implementation centers on core Collaboration capabilities, including Exchange Online email, SharePoint Online for document libraries and intranet content, OneDrive for individual file storage, Microsoft Teams for synchronous communication, and Office client applications for productivity. Configuration work appears to emphasize tenant level provisioning, user account and license assignment, and role based access patterns typical for small to mid sized organizations.
Hartman Executive Advisors uses Microsoft 365 on their website, indicating public facing content or contact workflows are connected to the Microsoft 365 tenant. Operational coverage spans executive leadership, marketing, client services, and administrative functions, with collaboration tooling enabling internal communication and document collaboration across those business functions.
Governance is organized around tenant administration, identity and access management, and basic information governance controls such as permissions and shared library management. Rollout and ongoing operations for Microsoft 365 are sized to a single site corporate footprint, with standard Collaboration category workflows for content creation, approval, and team based collaboration.
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Hartman Executive Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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CRM | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Hartman Executive Advisors 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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Hartman Executive Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director of Strategic Advisory Services and COO | Director | Finance | |
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Chief Information Officer / Managing Director Greater Washington Region | Director | IT | |
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Managing Director, Healthcare and Education Practice, Chief Information Officer | Director | IT | |
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Apps Being Evaluated by Hartman Executive Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Hartman Executive Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Hartman Executive Advisors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Hartman Executive Advisors Technographics
Hartman Executive Advisors is a Media organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Hartman Executive Advisors operates a diverse technology stack with applications such as
Sage Intacct, Oracle Netsuite OpenAir and Microsoft 365,
covering areas like ERP Financial, Professional Services Automation and Collaboration.
Hartman Executive Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Oracle and Microsoft.
Hartman Executive Advisors recently adopted applications including
Sage Intacct in 2024, Hubspot CRM in 2021 and ZoomInfo Chorus in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Hartman Executive Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Hartman Executive Advisors’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 Hartman Executive Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.