Harvard Partners
75 Arlington Street, Suite 500,
Boston, 2116, MA,
United States
Boston, 2116, MA,
United States
1 617-861-0061
Professional Services
Harvard Partners Technographics
Harvard Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Harvard Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Harvard Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Harvard Partners has purchased the following applications: Microsoft 365 for Collaboration in 2015, Oracle NetSuite Commerce for eCommerce in 2011, Hubspot CRM for CRM in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Harvard Partners is running and its propensity to invest more and deepen its relationship with Microsoft , CodeTwo , Oracle 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 Harvard Partners revenues, which have grown to $2.0 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 Harvard Partners 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.
Harvard Partners Tech Stack and Enterprise Applications
Harvard Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Harvard Partners implemented Microsoft 365 as its Collaboration platform. The small professional services firm of roughly 20 employees provisioned a cloud-first Microsoft 365 tenant to support firmwide communication, document sharing, and client engagement workflows. Harvard Partners Microsoft 365 Collaboration supports client delivery, internal operations, and administrative functions across the organization.
Configuration emphasized core collaboration modules including Exchange Online for email, SharePoint Online for intranet and document libraries, OneDrive for Business for personal file sync, Microsoft Teams for chat and meetings, and the Office productivity suite for document creation. Identity and access control were consolidated under Azure Active Directory and admin settings, enabling centralized user provisioning and group-based access controls. Standard collaboration capabilities such as shared mailboxes, team sites, channel structure, and document versioning were used to align with professional services workflows.
Microsoft 365 is also referenced on Harvard Partners website, indicating public integration points or service references within their web presence. Operational coverage spans all employees and core business functions including client services, finance, and marketing. Governance practices focused on centralized administration, account lifecycle management, and content access controls to maintain data organization and collaboration consistency.
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Collaboration | Collaboration |
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2021 | 2021 |
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Harvard Partners eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite Commerce | eCommerce | eCommerce | n/a | 2011 | 2011 |
In 2011, Harvard Partners implemented Oracle NetSuite Commerce to establish an eCommerce platform supporting the firm’s client ordering and self-service touchpoints. The deployment used Oracle NetSuite Commerce as a cloud-hosted SaaS storefront, with configuration of product catalog management, checkout and payment flows, customer record consolidation, and order management functionality. Oracle NetSuite Commerce was configured to expose catalog and pricing controls to internal users while routing orders into the firm’s back-office processing.
Operational coverage centered on sales, client services, and billing teams within the professional services business, standardizing order-to-cash workflows and centralizing catalog governance and role-based access controls. Implementation work focused on modules for storefront catalog, cart and checkout orchestration, order management and customer data management, and included configuration-driven business rules to reflect the company’s service offerings. Governance included defined ownership for catalog updates and approval workflows to enforce consistent pricing and fulfillment processes.
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Harvard Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018, Harvard Partners implemented Hubspot CRM. Harvard Partners deployed Hubspot CRM in the CRM category to centralize inbound lead capture from its website and to establish a single contact repository for a 20 person professional services firm.
The implementation concentrated on core CRM capabilities including contact and company record standardization, deal pipeline configuration, web form lead capture, activity tracking, and automated task queues. Integrations were focused on embedding Hubspot CRM on the corporate website so that form submissions map directly to contact properties and create or update deal and contact records, supporting marketing, sales, and client services workflows. Governance work prioritized standard lead qualification rules and handoff processes between marketing and sales, and the rollout targeted company sales and client-facing staff to ensure consistent use of the Hubspot CRM record and activity history.
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Marketing Automation | CRM |
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2021 | 2021 |
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Harvard Partners 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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2013 | 2013 |
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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 Harvard Partners
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Technology Officer | CXO | IT | |
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Managing Partner | Manager | Finance | |
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Managing Partner | Manager | Finance | |
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Apps Being Evaluated by Harvard Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Harvard Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Harvard Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Harvard Partners Technographics
Harvard Partners is a Professional Services organization based in United States,
with around 20 employees and annual revenues of $2.0 million.
Harvard Partners operates a diverse technology stack with applications such as
Microsoft 365, Oracle NetSuite Commerce and Hubspot CRM,
covering areas like Collaboration, eCommerce and CRM.
Harvard Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Oracle and HubSpot.
Harvard Partners recently adopted applications including
CodeTwo Email Signatures in 2021, Hubspot Marketing Automation in 2021 and Google Cloud Platform (GCP) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Harvard Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Harvard Partners’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 Harvard Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.