J.S. Held
50 Jericho Quadrangle, Suite 117,
Jericho, 11753, NY,
United States
Jericho, 11753, NY,
United States
1 516-621-2900
Professional Services
J.S. Held Technographics
J.S. Held Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by J.S. Held and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1500 J.S. Held 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.S. Held has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Bottomline Legal-X for Legal Time and Billing in 2015, Microsoft 365 for Collaboration in 2021 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.S. Held is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Bottomline Technologies 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.S. Held revenues, which have grown to $200.0 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.S. Held 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.S. Held Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2015 | 2015 |
In 2015, J.S. Held implemented Oracle NetSuite ERP. Oracle NetSuite ERP was provisioned to address ERP Financial needs for the professional services firm with 1,500 employees and $200,000,000 in revenue, focusing on finance, billing, and administrative workflows.
The deployment configured core financial modules including accounts receivable, invoicing, payment posting, bank reconciliation, and ledger-level controls, supporting routine tasks such as invoice creation, payment recording, and corporate card statement reconciliation. Configuration work emphasized invoice templates, payment receipt posting, and reconciliations that mapped to the company’s consultant billing and expense flows.
Operational workflows explicitly linked Oracle NetSuite ERP to Salesforce for sales and client data capture, to BigTime for time and billing records, and to Bottom-line Legal-X for legal billing transmission, while Excel remained in use for interim data entry and exports. These system connections supported cross-functional processes between administrative staff, construction consultants, billing teams, and accounts receivable within the organization.
Governance focused on centralizing invoicing and accounts receivable into Oracle NetSuite ERP and standardizing invoice distribution either by email to insurance adjusters or by export into Legal-X, with defined roles for administrative personnel performing data entry and reconciliations and finance teams owning payment posting and collections workflows.
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ERP Financial | ERP Financial Management |
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2020 | 2020 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bottomline Technologies | Legacy | Bottomline Legal-X | Legal Time and Billing | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 J.S. Held implemented Bottomline Legal-X to centralize Legal Time and Billing for its professional services billing operations. The deployment focused on formalizing invoice generation and distribution workflows using Bottomline Legal-X as the billing engine for time and fee capture and invoice presentation.
The implementation covered standard Legal Time and Billing capabilities, including time entry support, invoice creation, electronic invoice distribution, and payment posting workflows. Operational usage documented by staff shows invoices were prepared in BigTime, Salesforce and NetSuite and then routed or delivered through Bottomline Legal-X as part of the billing workflow, with payments recorded on receipt.
Operational scope included administrative and finance staff supporting construction consultants and interactions with insurance adjusters for claims-related invoicing, operating from the companys United States offices. Staff activities also included data entry in Excel and reconciliations against American Express statements, indicating the system was embedded in day to day billing and reconciliation processes.
Governance changes centered on standardizing invoice delivery and payment recording procedures across multiple systems, with teams maintaining records in NetSuite and using QuickBooks knowledge for select reconciliations. The narrative reflects a cross-application billing orchestration where Bottomline Legal-X served as the centralized Legal Time and Billing touchpoint for invoice distribution and cash posting.
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Professional Services Automation | ERP Services and Operations |
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2015 | 2015 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, J.S. Held implemented Microsoft 365 to consolidate Collaboration capabilities across the professional services firm. The public site indicates use of Microsoft 365 on their website, which aligns the external asset footprint with the internal Collaboration estate and suggests web-level hosting or service references to Microsoft 365 components.
The Microsoft 365 implementation at J.S. Held centers on Collaboration functionality common to the suite, including cloud email and calendaring, document collaboration and content management, real-time conferencing and persistent chat, and shared workspaces for project teams. Configuration likely emphasized centralized content libraries and access-controlled document stores to support client engagements and knowledge management, while using built-in compliance and information protection controls that are typical for Microsoft 365 deployments.
Operationally the deployment serves a 1,500 employee professional services organization in the United States, covering core business functions such as project delivery, client services, and corporate operations. Governance activities inferred from the implementation focus on standardizing collaboration workflows, establishing sharing and retention policies, and aligning user identity and access patterns with corporate authentication, while the presence of Microsoft 365 on the public website signals coordination between external-facing assets and internal Collaboration services.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2015 | 2015 |
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Web Content Management | Content Management |
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2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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 J.S. Held
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by J.S. Held Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from J.S. Held IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the J.S. Held digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD J.S. Held Technographics
J.S. Held is a Professional Services organization based in United States,
with around 1500 employees and annual revenues of $200.0 million.
J.S. Held operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Bottomline Legal-X and Microsoft 365,
covering areas like ERP Financial, Legal Time and Billing and Collaboration.
J.S. Held has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Bottomline Technologies and Microsoft.
J.S. Held recently adopted applications including
Microsoft 365 in 2021, New Relic APM in 2021 and Freshservice in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of J.S. Held’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates J.S. Held’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 J.S. Held technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.