Pickering, L1V 1B5, ON,
Canada
Matheis Associates Benefits Consultants Technographics
Matheis Associates Benefits Consultants Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Matheis Associates Benefits Consultants and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6 Matheis Associates Benefits Consultants employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Matheis Associates Benefits Consultants has purchased the following applications: Microsoft 365 for Collaboration in 2021, Constant Contact Email Marketing for Marketing Automation in 2020, Postmark for Transactional Email 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 Matheis Associates Benefits Consultants is running and its propensity to invest more and deepen its relationship with Microsoft , Constant Contact , ActiveCampaign 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 Matheis Associates Benefits Consultants 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 Matheis Associates Benefits Consultants 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.
Matheis Associates Benefits Consultants Tech Stack and Enterprise Applications
Matheis Associates Benefits Consultants Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Matheis Associates Benefits Consultants implemented Microsoft 365 as their Collaboration platform. The Canada-based benefits consulting firm with six employees provisioned a single Microsoft 365 tenant to centralize email, calendaring, and document collaboration for core business functions.
Microsoft 365 was configured to deliver Exchange Online for corporate email, Microsoft Teams for meetings and internal chat, and SharePoint with OneDrive for document storage and link sharing. The tenant was aligned to the firm’s corporate domain and is surfaced on their website to support business communications and document access. User provisioning and role aligned mailbox and SharePoint permissions were implemented to control access across consulting and administrative activities, reflecting a cloud SaaS architecture sized for a small team.
|
Matheis Associates Benefits Consultants CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constant Contact | Legacy | Constant Contact Email Marketing | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Matheis Associates Benefits Consultants deployed Constant Contact Email Marketing on their website, establishing an external facing email outreach capability for the Canada based, six person benefits consultancy. The implementation uses Constant Contact Email Marketing, placed in the Marketing Automation category, to support client communication and marketing functions via web driven subscriber capture.
Configuration centered on contact list management, email campaign creation and templating, and embedded website signup forms, which are typical functional capabilities of Marketing Automation solutions. The deployment likely includes basic automation workflows and subscriber segmentation to orchestrate recurring client communications and periodic benefit updates.
Operational ownership appears to reside with internal staff across marketing and client communications, with the website acting as the primary integration point for lead and subscriber capture. Governance and rollout are proportionate to a small team environment, emphasizing lightweight list hygiene, template management, and web form integration rather than complex cross system orchestration.
|
Matheis Associates Benefits Consultants PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ActiveCampaign | Legacy | Postmark | Transactional Email | PaaS | n/a | 2021 | 2021 |
In 2021, Matheis Associates Benefits Consultants deployed Postmark as its transactional email provider for its website. The implementation positions Postmark as the SMTP and API delivery layer to manage Transactional Email generated by the site, handling contact form submissions, client notifications, and appointment confirmations typical of a benefits consultancy web presence.
Configuration centers on Postmark hosted templates, outbound delivery monitoring, bounce and suppression handling, and webhook event routing into the website backend to surface delivery and bounce events for operational handling. Operational scope is limited to the company website serving Canadian clients, administered by internal staff, and implemented as a single-tenant cloud transactional email service supporting client communications and lead capture workflows.
|
Matheis Associates Benefits Consultants IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
IT Decision Makers and Key Stakeholders at Matheis Associates Benefits Consultants
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Matheis Associates Benefits Consultants Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||