New York, 10168, NY,
United States
J. Katz & Partners Technographics
J. Katz & Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by J. Katz & Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 J. Katz & 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 J. Katz & Partners has purchased the following applications: Microsoft 365 for Collaboration in 2017, Kyriba Treasury for Treasury Management in 2017, GoDaddy for Application Hosting and Computing Services 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 J. Katz & Partners is running and its propensity to invest more and deepen its relationship with Microsoft , Kyriba , GoDaddy 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 J. Katz & Partners revenues, which have grown to $1.0 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 J. Katz & 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.
J. Katz & Partners Tech Stack and Enterprise Applications
J. Katz & Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, J. Katz & Partners implemented Microsoft 365 for Collaboration across its ten person professional services firm. The deployment used a cloud first Microsoft 365 tenant that consolidated Exchange Online email, Office applications, SharePoint Online document libraries, OneDrive for Business file sync, and Microsoft Teams for chat and meetings. Microsoft 365 was configured to support core business functions including client facing document creation, internal communications, and file management. This implementation placed Collaboration capabilities at the center of day to day operations.
Configuration and rollout were administered at the tenant level with user account provisioning for all employees, role based access controls, and tenant administration policies to manage sharing and external access. Functional modules implemented included Exchange Online mailboxes, SharePoint Online sites for project and case files, OneDrive for individual user storage, and Teams for synchronous collaboration, reflecting standard Collaboration workflows for small professional services firms. Governance emphasized centralized administration and access control, with configuration focused on file collaboration, versioning, and permission management across the firms staff in the United States.
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J. Katz & Partners TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Kyriba | Legacy | Kyriba Treasury | Treasury Management | TRM | n/a | 2017 | 2017 |
In 2017, J. Katz & Partners implemented Kyriba Treasury as their Treasury Management application to centralize treasury responsibilities within the firm’s finance function. The initial deployment targeted core treasury workflows appropriate for a 10-person professional services firm, aligning Kyriba Treasury with day-to-day cash and account administration tasks.
The implementation included the Kyriba Bank Account Management module and was configured for account lifecycle management, signatory and mandate control, role based access, approval workflows, and audit logging. Configuration work focused on establishing a centralized bank account directory, templated account provisioning processes, and structured approval chains to control account creation and changes.
Deployment used Kyriba’s cloud delivered architecture, with user profiles and permissions organized around finance staff and firm partners to restrict operational capabilities to appropriate roles. Operational scope concentrated on treasury and finance business functions, including account administration and governance of bank relationships.
Governance and workflow changes emphasized standardized account governance, documented authorization procedures, and audit trails to support compliance and internal control over bank accounts. Kyriba Treasury, and specifically the Bank Account Management module, was positioned as the firm’s authoritative system for bank account records and control in the Treasury Management domain.
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J. Katz & Partners IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2017 | 2017 |
In 2017, J. Katz & Partners deployed GoDaddy as its Application Hosting and Computing Services provider for its corporate website. The implementation uses GoDaddy for domain registration, DNS management, SSL certificate provisioning, and web hosting to serve content on https://www.jkatzandpartners.com/. The architecture is based on GoDaddy hosting infrastructure and control panel management, delivering site hosting and name resolution services consistent with Application Hosting and Computing Services deployments.
Operational scope is limited to the firm's corporate website and online client engagement channels, with administration handled by internal staff given the company size. Functional access is primarily marketing and client services oriented, with governance focused on domain and hosting administration workflows, access controls, and scheduled content updates. The configuration emphasizes straightforward hosting and DNS management to support the firm's web presence.
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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 J. Katz & Partners
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Apps Being Evaluated by J. Katz & Partners Executives
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