New York, 10016, NY,
United States
Idealist Technographics
Idealist Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Idealist and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Idealist employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Idealist has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Google Workspace (Formerly Google G-Suite) for Collaboration in 2011, Mixpanel for Marketing Analytics in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Idealist is running and its propensity to invest more and deepen its relationship with Intuit , Google , Mixpanel 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 Idealist revenues, which have grown to $6.0 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 Idealist 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.
Idealist Tech Stack and Enterprise Applications
Idealist ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Idealist implemented Intuit Quickbooks Enterprise as its ERP Financial application. The US nonprofit with roughly 60 employees deployed Intuit Quickbooks Enterprise to centralize core financial records and stabilize accounting workflows across the organization.
The Intuit Quickbooks Enterprise implementation focused on standard financial modules typical for ERP Financial systems, including general ledger configuration, accounts payable and receivable processing, cash management, payroll enablement, and financial reporting. Configuration work included a tailored chart of accounts and class or fund tracking to support nonprofit accounting practices, along with customized reporting structures to support grant and program-level financial visibility.
Operational coverage centered on the finance and operations teams, extending to fundraising and program finance for donor and grant tracking. Staff familiarity with Salesforce, HubSpot, and QuickBooks Online was noted, which informed integration readiness and data mapping considerations during configuration without asserting specific third party integrations were implemented.
Governance and rollout emphasized role-based access controls, standardized month-end closing workflows, and targeted training for accounting personnel to align operational processes with Intuit Quickbooks Enterprise workflows. Change management concentrated on formalizing approval paths for payables and receivables and documenting financial procedures to maintain auditability within the ERP Financial environment.
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Idealist Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2011 | 2011 |
In 2011, Idealist deployed Google Workspace (Formerly Google G-Suite) for Collaboration. The organization of roughly 60 employees uses Google Workspace on their website and across internal teams to centralize email, calendaring, and cloud document storage.
Configuration leverages standard Google Workspace modules including Gmail, Google Calendar, Google Drive, Google Docs, Google Sheets, and Google Meet, with administration handled through the Google Workspace admin console using organizational units and role based access controls for user provisioning and policy enforcement. Idealist Google Workspace (Formerly Google G-Suite) Collaboration is positioned as the primary productivity platform supporting communications, document collaboration, and knowledge sharing across program, marketing, and operations functions.
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Idealist CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mixpanel | Legacy | Mixpanel | Marketing Analytics | CRM | n/a | 2017 | 2017 |
In 2017, Idealist implemented Mixpanel as its Marketing Analytics solution on its public website. The deployment uses client side Mixpanel instrumentation to capture event level interactions and user property data across site pages, establishing an event stream for marketing and product analysis.
Configuration emphasized an event taxonomy with named events, tracked properties, dashboards, funnels, and cohort definitions so teams can segment behavior and measure engagement. The implementation scope is the website, operated as a cloud hosted Mixpanel instance and administered by internal staff, with governance focused on instrumentation standards and shared dashboards for marketing, growth, and product stakeholders.
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2011 | 2011 |
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Idealist PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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Idealist 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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2014 | 2014 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Idealist
| First Name | Last Name | Title | Function | Department | Phone | |
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Director of Operations | Director | Finance | |
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Executive Director | Director | Finance | |
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Accounting Manager | Manager | Finance | |
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CTO | CXO | Finance | |
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Apps Being Evaluated by Idealist Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||