Norman, 73072, OK,
United States
Nextep Technographics
Nextep Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Nextep and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 240 Nextep employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Nextep has purchased the following applications: Sage Intacct for ERP Financial in 2013, PrismHR Talent Management for Talent Management in 2021, Adobe Connect for Audio Video and Web Conferencing in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Nextep is running and its propensity to invest more and deepen its relationship with Sage , PrismHR , Adobe Systems 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 Nextep revenues, which have grown to $46.0 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 Nextep 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.
Nextep Tech Stack and Enterprise Applications
Nextep ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2013 | 2013 |
In 2013, Nextep implemented Sage Intacct as its ERP Financial platform. The deployment targeted Nextep, a United States professional services firm of roughly 240 employees, centralizing core finance operations to support billing and accounting workflows. Sage Intacct was provisioned as a cloud based financial management solution, configured to deliver general ledger, accounts payable, accounts receivable, cash management and multi entity consolidation capabilities aligned with professional services financial requirements.
Configuration emphasized ERP Financial modules and project oriented accounting to align revenue recognition and client billing cycles with financial controls. The implementation used role based access controls and automated approval workflows to standardize journal entries, vendor payments and invoice processing. Reporting and financial close processes were restructured around a centralized ledger and dimensional tagging to enable consolidated views and more consistent period close routines.
Operational coverage included the finance and accounting departments, supporting corporate reporting and client billing across the organization. Governance incorporated a standardized chart of accounts, defined month end close procedures and clear process ownership inside finance to sustain controls and auditability. The Sage Intacct deployment established a more sophisticated financial system that ensures scalability for Nextep as the firm grows.
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Nextep HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PrismHR | Legacy | PrismHR Talent Management | Talent Management | HCM | n/a | 2021 | 2021 |
In 2021, Nextep implemented PrismHR Talent Management to extend its PrismHR footprint supporting payroll, onboarding and employee portal services for clients in the United States. PrismHR Talent Management is being applied to manage onboarding workflows and integrated HR functionality alongside Nextep’s existing PrismHR payroll and employee portal services.
The deployment centers on Talent Management capabilities for onboarding and centralized employee records, with configuration to align onboarding workflows to payroll and employee portal processes. Functional modules referenced include onboarding workflow orchestration and employee self-service via the portal, enabling HR operations to capture hire data, complete new hire paperwork, and maintain consolidated employee profiles within the PrismHR environment.
Governance reflects operational continuity planning for payroll and HR processing, Nextep documented a 2021 PrismHR service disruption that required manual payroll processing while PrismHR restored service, indicating fallback payroll procedures and direct operational coordination during outages. The implementation therefore emphasizes integrated HR and payroll processes, onboarding automation for talent intake, and documented continuity measures for client payroll operations.
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Nextep Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Nextep deployed Adobe Connect on their website to provide web-based meeting rooms and webinar capabilities. Adobe Connect is implemented as the company’s Audio Video and Web Conferencing solution for embedded client-facing sessions and internal remote collaboration.
The implementation configured persistent virtual rooms, presenter and host controls, screen sharing, chat, recording, and breakout room workflows consistent with Audio Video and Web Conferencing functional patterns. Configurable room templates and recording workflows were used to standardize session setup and on-demand playback.
Delivery is web-embedded on Nextep’s site to support client engagement and remote collaboration for the professional services firm, governed by scheduled session processes, role-based access controls, and recorded session retention policies. Administration and meeting governance are managed through IT and service delivery processes to control user provisioning and session moderation.
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Collaboration | Collaboration |
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2016 | 2016 |
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Online Meeting Scheduling | Collaboration |
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2018 | 2018 |
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Nextep Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2017 | 2017 |
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Web Content Management | Content Management |
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2022 | 2022 |
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Nextep CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Nextep ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Nextep PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2013 | 2013 |
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Nextep 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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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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2013 | 2013 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Nextep CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Nextep
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Nextep Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-09-10 | Nextep | Evaluated | Justworks | Justworks PEO | PEO (Professional Employer Organization) | Professional Services |