Plano, 75093, TX,
United States
Montgomery Coscia Greilich LLP Technographics
Montgomery Coscia Greilich LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Montgomery Coscia Greilich LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Montgomery Coscia Greilich LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Montgomery Coscia Greilich LLP has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2016, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Montgomery Coscia Greilich LLP is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Cloudflare 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 Montgomery Coscia Greilich LLP revenues, which have grown to $50.0 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 Montgomery Coscia Greilich LLP 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.
Montgomery Coscia Greilich LLP Tech Stack and Enterprise Applications
Montgomery Coscia Greilich LLP ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013 Montgomery Coscia Greilich LLP implemented Intuit Quickbooks Enterprise to serve as its ERP Financial platform for the firm’s accounting and finance operations. The deployment centralized core accounting functions and was configured to support general ledger processing, accounts payable, accounts receivable, consolidated financial reporting and cash management within Intuit Quickbooks Enterprise.
Integrations leveraged Microsoft Office for reporting and spreadsheet exports, aligning Intuit Quickbooks Enterprise data with Excel-based analysis and Word reporting templates. Operational coverage focused on the finance and accounting departments in the United States, with governance implemented through a standardized chart of accounts, role-based user access controls, audit trails and formalized month-end close and reconciliation workflows.
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Montgomery Coscia Greilich LLP Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Montgomery Coscia Greilich LLP implemented Microsoft 365 as its centralized Collaboration platform. Montgomery Coscia Greilich LLP Microsoft 365 Collaboration supports core productivity and communication needs across the firm, positioning Microsoft 365 as the primary environment for email, document storage, and team collaboration.
Deployment coverage focused on cloud-hosted Microsoft 365 services, with configuration of Exchange Online for corporate email, SharePoint Online for shared document libraries and intranet content, OneDrive for user file sync, and Microsoft Teams for chat and meetings. The implementation included tenant-level configuration, role-based administrative access, mailbox and site provisioning workflows, and content classification constructs aligned with professional services information management.
Operational scope extended across firm business functions including legal, audit, tax, and corporate operations, supporting practice group collaboration and knowledge management. Microsoft 365 capabilities are surfaced on the firm website and used to centralize collaboration tooling for internal users, while tenant-managed policies govern access and content lifecycle.
Governance emphasized centralized tenant administration, information governance settings such as retention and access controls, and configuration of compliance-oriented features appropriate to Banking and Financial Services workflows. The implementation narrative reflects a structured rollout and administrative model for Microsoft 365, enabling firmwide collaboration while maintaining control over data and user access.
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Montgomery Coscia Greilich LLP IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2014 | 2014 |
In 2014, Montgomery Coscia Greilich LLP deployed Microsoft Azure Cloud Services as its Application Hosting and Computing Services platform to host the firm public website. Montgomery Coscia Greilich LLP Microsoft Azure Cloud Services Application Hosting and Computing Services supports the corporate web presence and associated application layer for client engagement and external communications.
The implementation centers on Microsoft Azure Cloud Services and leverages category aligned capabilities including cloud compute for web hosting, platform as a service web hosting, object storage for static assets, content delivery and network load balancing to maintain availability. Configuration work focused on provisioning hosted compute and storage, routing and DNS configuration for the public site, and establishing monitoring and backup capabilities consistent with standard cloud operations.
Operational ownership sits with the firm IT team and the solution impacts marketing, client services and IT operations by centralizing the website infrastructure in Microsoft Azure Cloud Services. Governance elements described in the deployment emphasize cloud monitoring, backup routines and automated deployment workflows to manage releases and uptime for the public website.
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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 Montgomery Coscia Greilich LLP
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Controller | Director | Finance | ||||
| Senior Tax Accountant | Manager | Finance | ||||
| Operations Manager | Manager | Finance | ||||
| IT Assurance Manager | Manager | IT |
Apps Being Evaluated by Montgomery Coscia Greilich LLP Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||