Needham & Company
250 Park Avenue,
New York, 10177, NY,
United States
New York, 10177, NY,
United States
1 212-371-8300
Banking and Financial Services
Needham & Company Technographics
Needham & Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Needham & Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Needham & Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Needham & Company has purchased the following applications: SAP Concur Expense for Expense Management in 2019, SAP Concur Travel for Travel Management in 2019, BlueMatrix for Content Management in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Needham & Company is running and its propensity to invest more and deepen its relationship with SAP , BlueMatrix , Salesforce 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 Needham & Company 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 Needham & Company 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.
Needham & Company Tech Stack and Enterprise Applications
Needham & Company ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2019 | 2019 |
In 2019 Needham & Company implemented SAP Concur Expense as its Expense Management application. The deployment focused on executive travel and expense workflows supporting the CEO office and corporate finance operations at the 250 employee banking and financial services firm, with day to day activity managed by an executive assistant.
The implementation emphasized expense report processing and invoice handling within SAP Concur Expense, configured to manage executive itineraries, travel related expenses, and manual invoice entries. Functional capabilities applied included expense report creation, receipt driven workflows, and travel expense reconciliation consistent with Expense Management application patterns.
Operational usage documented processing of invoices and expense reports through Concur and SAP, indicating an integration layer between SAP Concur Expense and the firm s SAP financial systems for posting and accounting. The operational scope was centered on executive support and the corporate finance function, with administrative staff responsible for travel booking, itinerary management, and submitting expense documentation.
Governance was oriented around centralized expense processing and policy enforcement, routing approvals and invoice handling through SAP Concur Expense to align with existing finance controls. The rollout approach was role based and targeted, prioritizing executive travel and close coordination between administrative and finance teams.
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Needham & Company ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Travel | Travel Management | ERP Services and Operations | n/a | 2019 | 2019 |
Needham & Company implemented SAP Concur Travel in 2019 to centralize executive booking and expense processing. The deployment established a Travel Management capability focused on booking hotels, airline tickets, and ground transportation while managing complex executive itineraries and calendars.
SAP Concur Travel was configured to support travel booking workflows, itinerary generation, and expense reporting. Functional modules implemented included travel booking and itinerary management, expense report submission, and invoice processing, with day to day use documented by a Contract Executive Assistant who researched and booked travel, maintained itineraries, and processed expense reports through Concur and SAP.
The implementation included integration between SAP Concur Travel and SAP for processing invoices and posting expense reports, enabling finance and accounts payable to consume Concur transactions. Operational ownership centered on executive assistants and finance staff, with configured approval workflows and expense processing procedures to align travel booking, itinerary management, and invoice reconciliation under Travel Management governance.
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Needham & Company Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BlueMatrix | Legacy | BlueMatrix | Content Management | Content Management | n/a | 2018 | 2018 |
In 2018 Needham & Company implemented BlueMatrix for Content Management on their corporate website. The deployment centralized public-facing content management and document distribution for the firm, placing BlueMatrix at the center of web publishing and investor-facing document workflows for the company website.
BlueMatrix was configured to support content authoring and templating, metadata tagging, asset management for documents and research, role based access controls, and staged publishing workflows. Operational ownership included marketing and investor relations functions, with governance structured around editorial approvals and content lifecycle controls to manage updates to web pages and distributed documents, while maintaining consistent templates and metadata for search and compliance purposes.
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Needham & Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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Customer Support | CRM |
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2015 | 2015 |
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Needham & Company CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Needham & Company
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Needham & Company Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Needham & Company IT executives and key decision makers. This section highlights Needham & Company's latest recorded technology evaluations, including Unisys ClearPath Forward for Application Hosting and Computing Services on 2025-07-28, Acquia Cloud for Web Content Management on 2025-01-09, and UPS WorldShip for Logistics Management on 2024-12-11. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Needham & Company digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-07-28 | Needham & Company | Evaluated | Unisys | Unisys ClearPath Forward | Application Hosting and Computing Services | IaaS |
| 2025-01-09 | Needham & Company | Evaluated | Acquia | Acquia Cloud | Web Content Management | Content Management |
| 2024-12-11 | Needham & Company | Evaluated | United Parcel Service | UPS WorldShip | Logistics Management | SCM |
| 2024-09-11 | Needham & Company | Evaluated |
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Marketing Automation | CRM |
FAQ - APPS RUN THE WORLD Needham & Company Technographics
Needham & Company is a Banking and Financial Services organization based in United States,
with around 250 employees and annual revenues of $50.0 million.
Needham & Company operates a diverse technology stack with applications such as
SAP Concur Expense, SAP Concur Travel and BlueMatrix,
covering areas like Expense Management, Travel Management and Content Management.
Needham & Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as SAP and BlueMatrix.
Needham & Company recently adopted applications including
SAP Concur Expense in 2019, SAP Concur Travel in 2019 and BlueMatrix in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Needham & Company’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Needham & Company’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 Needham & Company technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.