AI Buyer Insights:

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

Miller Grossbard Advisors
Location
600 N. Shepherd Drive, Suite 200,
Houston, 77007, TX,
United States
Website
https://www.mgallp.com/
Phone
1 713-622-3960
Artw industry
Professional Services
Employee
Revenue

Miller Grossbard Advisors Technographics

Miller Grossbard Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Miller Grossbard Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Miller Grossbard Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Miller Grossbard Advisors has purchased the following applications: PracticePro 365 for Medical Practice Management in 2019, Hubspot Live Chat for Chatbots and Conversational AI in 2023, Microsoft 365 for Collaboration in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Miller Grossbard Advisors is running and its propensity to invest more and deepen its relationship with PracticePro 365 , HubSpot , 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 Miller Grossbard Advisors revenues, which have grown to $9.0 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 Miller Grossbard Advisors 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.

Miller Grossbard Advisors Tech Stack and Enterprise Applications

Miller Grossbard Advisors ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
PracticePro 365 Legacy PracticePro 365 Medical Practice Management ERP Services and Operations n/a 2019 2019
In 2019, Miller Grossbard Advisors implemented PracticePro 365, a Medical Practice Management application. The December 2019 US implementation was completed in 60 days and consolidated billing, marketing, time tracking and reporting from multiple siloed systems to improve firm-wide operational visibility. PracticePro 365 was deployed across the firm to unify CRM and billing workflows into a single operational backbone. The implementation centralized modules for CRM, billing workflows, time tracking and real-time performance reporting, and included configuration of billing automation and time entry validation consistent with Medical Practice Management functional workflows. PracticePro 365 configuration aligned client records and billing streams to support consolidated reporting and ongoing operational control, with the vendor press release restating the use of PracticePro 365 for consolidated CRM and billing workflows. Integrations focused on consolidating data from the previously siloed systems into PracticePro 365, producing firm-wide visibility and establishing a scalable foundation for growth as reported by the vendor. Operational scope covered firm-wide departments responsible for billing and client services under a standardized governance model that centralized CRM and billing process ownership to support reporting and operational consistency.
Miller Grossbard Advisors 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 2023 2023
Miller Grossbard Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2022 2022
Collaboration Collaboration 2025 2025
Miller Grossbard Advisors Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2024 2024
Web Content Management Content Management 2017 2017
Web Content Management Content Management 2025 2025
Miller Grossbard Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2020 2020
Marketing Analytics CRM 2017 2017
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2023 2023
Marketing Automation CRM 2021 2021
Tag Management CRM 2023 2023
Miller Grossbard Advisors PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2019 2019
Apps Development PaaS 2023 2023
Apps Development PaaS 2025 2025
Miller Grossbard Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2017 2017
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2023 2023
Domain Name System (DNS) IaaS 2016 2016
Domain Name System (DNS) IaaS 2018 2018
Miller Grossbard Advisors CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2021 2021
Application Security (AppSec) CyberSecurity 2024 2024
Identity and Access Management (IAM) CyberSecurity 2024 2024
Secure Email Gateways (SEGs) CyberSecurity 2018 2018
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2016 2016
Secure Sockets Layer (SSL) CyberSecurity 2017 2017
Web Application Firewalls (WAF), Phishing Protection CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Miller Grossbard Advisors

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Miller Grossbard Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Miller Grossbard Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Miller Grossbard Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Miller Grossbard Advisors Technographics
Miller Grossbard Advisors is a Professional Services organization based in United States, with around 60 employees and annual revenues of $9.0 million.
Miller Grossbard Advisors operates a diverse technology stack with applications such as PracticePro 365, Hubspot Live Chat and Microsoft 365, covering areas like Medical Practice Management, Chatbots and Conversational AI and Collaboration.
Miller Grossbard Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as PracticePro 365, HubSpot and Microsoft.
Miller Grossbard Advisors recently adopted applications including GoDaddy Webmail in 2025, TinyMCE in 2025 and JavaScript in 2025, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Miller Grossbard Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Miller Grossbard Advisors’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 Miller Grossbard Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.