Nelson & Associates
6200 Stoneridge Mall Road Suite 310,
Pleasanton, 94588, CA,
United States
Pleasanton, 94588, CA,
United States
1 925-460-8436
Professional Services
Nelson & Associates Technographics
Nelson & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Nelson & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Nelson & Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Nelson & Associates has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, CareerBuilder Jobs.net ATS for Applicant Tracking System in 2016, Oracle NetSuite CRM for CRM in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Nelson & Associates is running and its propensity to invest more and deepen its relationship with Oracle , Intuit , CareerBuilder 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 Nelson & Associates revenues, which have grown to $20.0 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 Nelson & Associates 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.
Nelson & Associates Tech Stack and Enterprise Applications
Nelson & Associates ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2013 | 2013 |
In 2013 Nelson & Associates implemented Oracle NetSuite ERP as its central ERP Financial platform to consolidate accounting, billing, and financial reporting for the firm’s professional services operations in the United States. The deployment established a single cloud-based Oracle NetSuite ERP instance to serve core finance and project accounting workflows across the organization.
The implementation concentrated on standard ERP Financial functional modules, including general ledger, accounts payable, accounts receivable, billing, cash management, and financial reporting. Configuration work centered on a unified chart of accounts, period close sequencing, project-enabled billing and revenue recognition rules aligned to time and expense capture for professional services engagements.
Oracle NetSuite ERP was provisioned as a cloud SaaS instance supporting finance, accounting, billing, and project delivery teams within Nelson & Associates. Operational coverage emphasized centralized transactional processing and consolidated financial records for the company’s US professional services business.
Governance and process changes introduced role-based access controls, audit trails, and standardized month-end close and billing workflows within Oracle NetSuite ERP. These controls were scoped to support ongoing financial governance and consistent project invoicing practices across the firm.
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ERP Financial | ERP |
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2012 | 2012 |
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Nelson & Associates HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CareerBuilder | Legacy | CareerBuilder Jobs.net ATS | Applicant Tracking System | HCM | n/a | 2016 | 2016 |
In 2016, Nelson & Associates implemented CareerBuilder Jobs.net ATS as their Applicant Tracking System. The CareerBuilder Jobs.net ATS is embedded on the firm’s public careers site and is the primary system for posting vacancies and capturing applicant submissions. Deployment centralizes recruiting activities for the internal human resources and recruiting teams and surfaces openings on the public careers page.
Configuration leverages standard Applicant Tracking System capabilities, including job requisition management, online application forms, resume parsing, candidate tracking workflows, and career site integration that funnels applicants into the ATS. Operationalized workflows provide hiring manager access and staged candidate review steps for requisition to hire processes. Integrations are focused on the public careers page and applicant capture, with no other system integrations specified. Governance centers on HR ownership of requisition configuration, posting cadence, and candidate status workflow management.
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Recruiting | HCM |
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2018 | 2018 |
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Nelson & Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2013 | 2013 |
In 2013, Nelson & Associates implemented Oracle NetSuite CRM. The implementation addressed CRM requirements for the Professional Services firm, centralizing contact, account, and candidate records for its roughly 200 employee, United States headquartered operation. Oracle NetSuite CRM was positioned to support core customer lifecycle workflows across sales and client services teams.
The deployment emphasized standard CRM functional modules including contact and account management, lead capture and qualification, opportunity and pipeline management, activity and task tracking, and reporting and analytics. Configuration focused on role based access controls and standardized opportunity stages to align sales and delivery workflows, with staged user onboarding and training to enforce new processes. Governance included defined data ownership, regular pipeline review cadence, and administrative controls to maintain data integrity within the CRM environment.
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CRM | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Nelson & Associates ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2014 | 2014 |
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Nelson & Associates 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Nelson & Associates 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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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Nelson & Associates
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Vice President Field Operations | VP | Operations | |
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COO / President | CXO | Finance | |
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Vice President, Credit Management | VP | Finance | |
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CEO | CXO | Finance | |
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CIO, SVP Operations | VP | IT | |
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COO / President | CXO | Finance | |
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CEO | CXO | Finance | |
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Chief Financial Officer and Executive Vice President, Finance & Administration | CXO | Finance | |
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Chief Operating Officer & President | CXO | Finance | |
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Chief Information Officer & President | CXO | IT | |
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Apps Being Evaluated by Nelson & Associates Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Nelson & Associates IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Nelson & Associates digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Nelson & Associates Technographics
Nelson & Associates is a Professional Services organization based in United States,
with around 200 employees and annual revenues of $20.0 million.
Nelson & Associates operates a diverse technology stack with applications such as
Oracle NetSuite ERP, CareerBuilder Jobs.net ATS and Oracle NetSuite CRM,
covering areas like ERP Financial, Applicant Tracking System and CRM.
Nelson & Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and CareerBuilder.
Nelson & Associates recently adopted applications including
Hubspot CRM in 2021, HubSpot Ads in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Nelson & Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Nelson & Associates’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 Nelson & Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.