Plano, 75093, TX,
United States
M&A Leadership Council Technographics
M&A Leadership Council Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by M&A Leadership Council and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 M&A Leadership Council employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that M&A Leadership Council has purchased the following applications: AccountSight for Time Tracking and Billing in 2016, Zoho SalesIQ for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems M&A Leadership Council is running and its propensity to invest more and deepen its relationship with AccountSight , Zoho Corp. , 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 M&A Leadership Council revenues, which have grown to $7.0 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 M&A Leadership Council 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.
M&A Leadership Council Tech Stack and Enterprise Applications
M&A Leadership Council ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AccountSight | Legacy | AccountSight | Time Tracking and Billing | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, M&A Leadership Council implemented AccountSight for Time and Expense Tracking to standardize consultant time capture and expense reporting across its North America consulting base. The deployment served the firm’s 30 employees and distributed consultants, and established an Administrator role for centralized project and client configuration and user onboarding.
AccountSight was configured to support time entry, expense submission, project-level configuration and client billing attributes, reflecting the firm’s need for customization to business, clients and projects. Administrative configuration and end user adoption were emphasized, the Administrator reported ease of learning the application, and new consultants were able to use the system with minimal ramp. Customer service engagement was highlighted as a strong operational support element, and the implementation is described by the firm as a valuable tool for professional services billing, project costing and time capture workflows.
|
M&A Leadership Council AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho SalesIQ | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, M&A Leadership Council implemented Zoho SalesIQ on its public website to provide conversational engagement and visitor intelligence. The deployment aligns with the Chatbots and Conversational AI category and centers on an embedded chat widget, live chat routing, visitor monitoring, and scripted bot flows to support initial prospect qualification. Zoho SalesIQ was configured to capture chat transcripts and basic lead capture data for downstream follow up.
Operational scope is focused on website-driven membership outreach, event inquiries, and prospect qualification for the professional services organization, reflecting a compact implementation appropriate for a 30 employee firm. Governance is lightweight, with configuration, bot script updates, and monitoring handled by internal digital and membership operations rather than a formal enterprise program. The implementation emphasizes conversational engagement and web visitor orchestration, with no enterprise integrations documented in the source.
|
M&A Leadership Council Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, M&A Leadership Council adopted Microsoft 365 to provide core Collaboration capabilities across the organization. The cloud-hosted deployment for the 30 person professional services firm centralized email and calendaring while establishing a single platform for document storage and team communication via Microsoft 365.
Microsoft 365 was configured to include Exchange Online for email, SharePoint Online for intranet and document management, OneDrive for personal file sync, and Microsoft Teams for messaging and meetings, with elements of the suite surfaced on the public website. M&A Leadership Council Microsoft 365 Collaboration supports administrative, client engagement, and knowledge management business functions, with governance oriented around centralized document libraries, role based access controls, and standardized collaboration workflows for project and client work.
|
|
|
|
|
Collaboration | Collaboration |
|
2021 | 2021 |
|
|
|
|
|
Event Management | Collaboration |
|
2018 | 2018 |
|
M&A Leadership Council CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
M&A Leadership Council ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2015 | 2015 |
|
M&A Leadership Council IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Content Delivery Network | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2017 | 2017 |
|
IT Decision Makers and Key Stakeholders at M&A Leadership Council
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by M&A Leadership Council Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||