Katz, Sapper & Miller
800 East 96th Street Suite 500,
Indianapolis, 46240, IN,
United States
Indianapolis, 46240, IN,
United States
1 317-580-2000
Banking and Financial Services
Katz, Sapper & Miller Technographics
Katz, Sapper & Miller Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Katz, Sapper & Miller and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Katz, Sapper & Miller employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Katz, Sapper & Miller has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2008, Hubspot Live Chat for Chatbots and Conversational AI in 2021, Marketpath for Web Content Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Katz, Sapper & Miller is running and its propensity to invest more and deepen its relationship with Intuit , HubSpot , Marketpath 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 Katz, Sapper & Miller revenues, which have grown to $58.0 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 Katz, Sapper & Miller 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.
Katz, Sapper & Miller Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management | x | 2008 | 2008 |
In 2008, Katz, Sapper & Miller implemented Intuit Quickbooks Enterprise. The deployment positioned Intuit Quickbooks Enterprise as the firm’s ERP Financial system to support monthly financial statement production and ongoing client accounting services for service, transportation, medical, and manufacturing clients.
The implementation focused on core ERP Financial capabilities, configured to manage general ledger activity, accounts receivable and accounts payable workflows, and standardized financial reporting to produce monthly client statements. Intuit Quickbooks Enterprise was used as the primary transactional ledger and reporting engine, with configuration work to align chart of accounts and period close processes to the firm’s monthly statement cadence.
Operationally the QuickBooks Enterprise deployment operated alongside established tax and engagement tooling, with tax return preparation performed using ProSystem Tax and Engagement software, and research supported via CCH. Statement generation and presentation workflows were produced using Creative Solutions in concert with QuickBooks data, creating an ecosystem where accounting, tax, and research functions each used dedicated applications within the firm’s accounting and tax service lines.
Governance emphasized documented accounting workflows and role-based processes for monthly close, statement delivery, and parallel tax preparation, embedding the Intuit Quickbooks Enterprise ledger into existing engagement procedures. The rollout consolidated routine financial statement tasks into the ERP Financial environment while retaining specialized tax processes in ProSystem Tax and Engagement for compliance and research activities.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Katz, Sapper & Miller implemented Hubspot Live Chat on their public website. The Hubspot Live Chat deployment is an implementation of Chatbots and Conversational AI, delivered as a web-embedded conversational widget hosted by the vendor cloud and surfaced in site navigation to capture and manage visitor interactions. The implementation centers on real-time messaging and persistent conversation capture to handle inbound client inquiries on the firm site.
Functional capabilities implemented include live agent handoff, automated greeting and routing flows, contact capture via chat forms, and conversation logging consistent with Chatbots and Conversational AI workflows. Operational coverage is site-level on the corporate website, supporting marketing and client services for initial client intake and routine client questions, with configuration built around chatflows, standardized response templates, and logged transcripts to preserve context for follow up.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Marketpath | Legacy | Marketpath | Web Content Management | Content Management | n/a | 2019 | 2019 |
In 2019, Katz, Sapper & Miller implemented Marketpath as its Web Content Management solution for the firm website. The Marketpath deployment centralized content authoring and publishing for the public site, consolidating page templates, a content repository, and media asset management into a CMS-driven architecture that supports template-based rendering and staged publishing.
The implementation configured Marketpath modules for page templating, WYSIWYG authoring, structured content types, versioning, and scheduled publishing workflows to support marketing and client communications. Role-based access controls and editorial approval workflows were established to align content governance with internal compliance and editorial processes, and the CMS rollout standardized taxonomy and publishing controls for site operations across the United States.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2023 | 2023 |
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CRM | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2022 | 2022 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2021 | 2021 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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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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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Katz, Sapper & Miller
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Katz, Sapper & Miller Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Katz, Sapper & Miller Technographics
Katz, Sapper & Miller is a Banking and Financial Services organization based in United States,
with around 300 employees and annual revenues of $58.0 million.
Katz, Sapper & Miller operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Hubspot Live Chat and Marketpath,
covering areas like ERP Financial, Chatbots and Conversational AI and Web Content Management.
Katz, Sapper & Miller has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, HubSpot and Marketpath.
Katz, Sapper & Miller recently adopted applications including
Zoominfo Platform in 2023, Freshservice in 2022 and Hubspot Live Chat in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Katz, Sapper & Miller’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Katz, Sapper & Miller’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 Katz, Sapper & Miller technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.