AI Buyer Insights:

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● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

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● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

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● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

Heard, McElroy & Vestal
Location
Regions Tower, 333 Texas Street, Suite #1525,
Shreveport, 71101, LA,
United States
Website
https://www.hmvcpa.com/
Phone
1 318-429-1525
Artw industry
Professional Services
Employee
Revenue

Heard, McElroy & Vestal Technographics

Heard, McElroy & Vestal Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Heard, McElroy & Vestal and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Heard, McElroy & Vestal employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Heard, McElroy & Vestal has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2016, FIS Relius for Benefits Administration, Pension Administration in 2012, Microsoft 365 for Collaboration 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 Heard, McElroy & Vestal is running and its propensity to invest more and deepen its relationship with Intuit , FIS Global , 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 Heard, McElroy & Vestal 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 Heard, McElroy & Vestal 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.

Heard, McElroy & Vestal Tech Stack and Enterprise Applications

Heard, McElroy & Vestal ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP n/a 2016 2016
In 2016, Heard, McElroy & Vestal implemented Intuit Quickbooks Enterprise as an ERP Financial platform to consolidate core accounting workflows for the firm. The deployment specifically targeted the need to reconcile, post deposits and expenditures for multiple QuickBooks accounts used across client engagements and internal bookkeeping. Configuration centered on core general ledger capabilities, accounts receivable, accounts payable and bank reconciliation processes, with Intuit Quickbooks Enterprise configured to support deposit posting and expenditure coding across distinct account sets. Workflow automation and standardized transaction templates were used to enforce consistent posting rules and to streamline recurring reconciliations. Operational ownership rested with the finance and accounting teams, with role based access controls and reconciliation schedules instituted to govern month end close responsibilities. Governance changes focused on formalizing posting approvals, centralizing reconciliation ownership and documenting procedures for multi account bookkeeping within the ERP Financial environment.
Heard, McElroy & Vestal HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FIS Global Legacy FIS Relius Benefits Administration, Pension Administration HCM n/a 2012 2012
In 2012, Heard, McElroy & Vestal implemented FIS Relius to support Benefits Administration,Pension Administration for its Retirement Plan Services division in Shreveport, Louisiana. The deployment addressed core retirement plan administration needs across client servicing, plan document handling, and tax reporting workflows used by the firm’s RPS business function. FIS Relius was configured to support Relius Matrix data entry workflows, with staff performing monthly and quarterly matrix processing and participant record updates in Relius Matrix Software. The implementation encompassed tax reporting capabilities used to generate 1096, 1099, and 941 filings as part of routine retirement services and payroll-related administration. Operational responsibility was concentrated in the Retirement Plan Services team, including account managers and the Retirement Services Coordinator, with the system used to manage client-facing plan documents and to track vendor contract follow-ups tied to plan administration. Governance emphasized role-based data entry and recurring matrix production for ongoing plan maintenance, aligning FIS Relius with the firm’s Benefits Administration,Pension Administration operational processes.
Heard, McElroy & Vestal Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
In 2020, Heard, McElroy & Vestal implemented Microsoft 365 to provide Collaboration capabilities across the professional services firm. The deployment is a cloud-hosted tenant-level implementation intended to centralize email, calendaring, document creation, and team collaboration for accounting and administrative functions. Microsoft 365 is surfaced on the firm’s public website, indicating use of web-facing Office components to support client-facing content and internal document libraries. Operational scope covers firmwide departments including tax, audit, and administrative teams, with configuration centered on Exchange Online style mail services, OneDrive for file synchronization, SharePoint style intranet and document management, and Teams style synchronous collaboration, aligned to Collaboration category workflows. Governance is described through tenant-level identity and access controls, centralized document libraries, and role-based permissions to manage information access and compliance for professional services business functions.
Heard, McElroy & Vestal CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2020 2020
Customer Experience CRM 2020 2020
Heard, McElroy & Vestal IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2018 2018

IT Decision Makers and Key Stakeholders at Heard, McElroy & Vestal

First Name Last Name Title Function Department Email Phone
Accounting Services Manager Finance
Accounting Services Manager Manager Finance
Partner Manager Finance
Show All Contacts

Apps Being Evaluated by Heard, McElroy & Vestal Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Heard, McElroy & Vestal IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Heard, McElroy & Vestal digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Heard, McElroy & Vestal Technographics
Heard, McElroy & Vestal is a Professional Services organization based in United States, with around 100 employees and annual revenues of $10.0 million.
Heard, McElroy & Vestal operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, FIS Relius and Microsoft 365, covering areas like ERP Financial, Benefits Administration, Pension Administration and Collaboration.
Heard, McElroy & Vestal has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, FIS Global and Microsoft.
Heard, McElroy & Vestal recently adopted applications including Amazon EC2 in 2021, Microsoft 365 in 2020 and BenchmarkONE in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Heard, McElroy & Vestal’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Heard, McElroy & Vestal’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 Heard, McElroy & Vestal technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.