Keystone Strategy, LLC
150 CambridgePark Drive,
Cambridge, 2140, MA,
United States
Cambridge, 2140, MA,
United States
1 617-649-2285
Professional Services
Keystone Strategy, LLC Technographics
Keystone Strategy, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Keystone Strategy, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 Keystone Strategy, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Keystone Strategy, LLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2004, Greenhouse ATS for Applicant Tracking System in 2017, 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 Keystone Strategy, LLC is running and its propensity to invest more and deepen its relationship with Intuit , Greenhouse , 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 Keystone Strategy, LLC 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 Keystone Strategy, LLC 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.
Keystone Strategy, LLC Tech Stack and Enterprise Applications
Keystone Strategy, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2004 | 2004 |
In 2004, Keystone Strategy, LLC deployed Intuit Quickbooks Enterprise. Keystone Strategy implemented Intuit Quickbooks Enterprise as its ERP Financial backbone to centralize accounting and billing for a professional services firm of approximately 80 employees in the United States.
Implementation configured core financial modules including general ledger, accounts payable, accounts receivable, project billing and financial reporting, tailored to professional services revenue recognition and client invoicing workflows. The deployment used an on premise multi user company file architecture, with a central hosted company file and desktop clients to support concurrent access across the finance and billing teams.
Configuration work focused on chart of accounts alignment to project based billing, role based access controls for segregated finance duties, and period close procedures to support monthly financial reporting. Operational scope covered accounting, billing and finance teams, with governance instituted around data backup, standard operating procedures for invoicing, and audit trails within Intuit Quickbooks Enterprise. This configuration established a single system of record for transactional accounting and firm level financial reporting.
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Keystone Strategy, LLC HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2017 | 2017 |
In 2017, Keystone Strategy, LLC deployed Greenhouse ATS on their website. Greenhouse ATS is an Applicant Tracking System used to centralize recruiting workflows for the firm's professional services hiring and to publish open roles through the corporate careers page.
The implementation leverages core Applicant Tracking System capabilities including job requisition and posting management, candidate tracking with defined pipeline stages, interview scheduling and feedback capture, and offer management with structured scorecards. Configuration aligns templates and evaluation rubrics to professional services role profiles consistent with the firm’s size and hiring cadence.
The deployment is embedded into Keystone Strategy's corporate careers page and operated as a cloud hosted SaaS instance, centralizing applicant data for recruiting, hiring managers, and HR. The Greenhouse ATS instance routes applicants from public job listings into managed pipelines, enabling coordinated interview orchestration and consolidated candidate records.
Operational ownership is held by the talent acquisition function together with hiring managers across the firm’s practices, enforcing requisition approvals and standardized interview workflows to govern hiring decisions. Greenhouse ATS supports Keystone Strategy's recruiting business function by providing a single system of record for candidate lifecycle management and structured hiring processes.
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Keystone Strategy, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Keystone Strategy, LLC implemented Microsoft 365 as its Collaboration platform. The deployment is provisioned as a single cloud-hosted Microsoft 365 tenant that is used to support the firm’s public website and core productivity needs.
Microsoft 365 is deployed to provide Exchange Online for corporate email and calendaring, SharePoint Online and OneDrive for document management, version control and intranet content, Microsoft Teams for synchronous collaboration and virtual meetings, and the Office desktop and web apps for authoring and analysis. The implementation emphasizes document collaboration, secure file sharing, and unified communication capabilities typical of the Collaboration category.
Tenant-level administration governs user provisioning for roughly 80 employees, with role-based access control and centralized policy configuration to manage permissions and content lifecycle. Operational coverage spans professional services delivery, consulting teams, marketing and operations within the United States, and the Microsoft 365 deployment is positioned to support internal workflows, client-facing content management on the website, and firmwide collaboration.
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Keystone Strategy, LLC Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2022 | 2022 |
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Keystone Strategy, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Keystone Strategy, LLC ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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Keystone Strategy, LLC 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Keystone Strategy, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
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CEO and Co-Founder | CXO | Finance | |
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VP of Development | VP | Operations | |
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Controller | Director | Finance | |
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Head of Accounting | Director | Finance | |
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Apps Being Evaluated by Keystone Strategy, LLC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Keystone Strategy, LLC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Keystone Strategy, LLC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Keystone Strategy, LLC Technographics
Keystone Strategy, LLC is a Professional Services organization based in United States,
with around 80 employees and annual revenues of $10.0 million.
Keystone Strategy, LLC operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Greenhouse ATS and Microsoft 365,
covering areas like ERP Financial, Applicant Tracking System and Collaboration.
Keystone Strategy, LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Greenhouse and Microsoft.
Keystone Strategy, LLC recently adopted applications including
DocuSign eSignature in 2022, Hubspot Marketing Automation in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Keystone Strategy, LLC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Keystone Strategy, LLC’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 Keystone Strategy, LLC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.