Astoria, 11102, NY,
United States
Max Finkelstein Technographics
Max Finkelstein Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Max Finkelstein and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 385 Max Finkelstein employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Max Finkelstein has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2016, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing 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 Max Finkelstein is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , DocuSign 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 Max Finkelstein revenues, which have grown to $100.0 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 Max Finkelstein 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.
Max Finkelstein Tech Stack and Enterprise Applications
Max Finkelstein ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, Max Finkelstein implemented Oracle NetSuite ERP as its ERP Financial platform. The NetSuite Administrator is tasked with managing and maintaining Oracle NetSuite ERP and serving as the primary technical liaison for Sales, Operations, Supply Chain, Purchasing, and Finance to deliver operational support and customizations tied to business processes.
Configuration and functional scope emphasize core financial management and transactional workflows common to ERP Financial deployments, including general ledger, accounts payable and receivable, order-to-cash and procure-to-pay processing, and inventory controls. The implementation leverages native NetSuite configuration and typical extension mechanisms to codify business rules, automate approvals, and create role-based dashboards and saved searches to support operational reporting and day to day transaction management.
Operational governance centers on cross functional coordination within the named business areas, with the NetSuite Administrator working directly with process owners in Sales, Operations, Supply Chain, Purchasing, and Finance to align system behavior with existing workflows. Data validation, transaction flow consistency between order management and inventory, and customization requests are funneled through the administrator to ensure changes are scoped to Oracle NetSuite ERP and maintain transactional integrity.
Ongoing responsibilities assigned to the NetSuite Administrator include user provisioning and role management, configuration change control, testing and deployment of customizations, and acting as the escalation point for business units requesting system enhancements. This governance model positions the administrator as the operational steward of Oracle NetSuite ERP to maintain stability across financial and operational processes.
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Max Finkelstein Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Max Finkelstein deployed Microsoft 365 to establish enterprise Collaboration capabilities. The rollout covered the company based in the United States and supported corporate and distribution operations across its workforce of about 385 employees, as reflected by the organization’s website usage of Microsoft 365.
The Microsoft 365 implementation centers on Collaboration functionalities, with core components including Exchange Online for email, SharePoint Online for intranet and document management, Microsoft Teams for real-time communication, and OneDrive for personal file sync and sharing. Configuration work focused on tenant-level administration, mailbox and site provisioning, Teams workspace structure, and role based access controls to align collaboration patterns with business workflows.
Architecturally the deployment is implemented on a cloud hosted Microsoft 365 tenant and leverages Microsoft identity controls for unified authentication across web presence and internal services. Governance and operational processes were structured around tenant administration, user lifecycle and access governance, and content retention to support ongoing collaboration needs within distribution, sales and back office functions.
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Max Finkelstein Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Max Finkelstein implemented DocuSign eSignature as a Digital Signing solution on its public website. The deployment embeds DocuSign eSignature into the website front end to enable electronic signature capture for commercial agreements and customer acknowledgements, positioning DocuSign eSignature to manage signature workflows and evidence collection directly within customer interactions on maxfinkelstein.com.
Configuration uses core Digital Signing capabilities including reusable templates, recipient authentication options, role based signing flows, and audit trail and reporting features to maintain signature validity and compliance. Operational coverage is focused on online signing delivered through the website layer and document payload handling, and governance changes standardized online signature processes by centralizing templates and formalizing signing workflows across commercial and customer service functions.
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Max Finkelstein 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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2014 | 2014 |
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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 Max Finkelstein
Apps Being Evaluated by Max Finkelstein Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
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