Palo Alto, 94303, CA,
United States
Oshman Family JCC Technographics
Oshman Family JCC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Oshman Family JCC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Oshman Family JCC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Oshman Family JCC has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2011, Microsoft 365 for Collaboration in 2015, DNN Evoq Content for Web Content Management 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 Oshman Family JCC is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , DotNetNuke 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 Oshman Family JCC revenues, which have grown to $29.0 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 Oshman Family JCC 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.
Oshman Family JCC Tech Stack and Enterprise Applications
Oshman Family JCC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2011 | 2019 |
In 2011 Oshman Family JCC implemented Oracle NetSuite ERP to support ERP Financial operations across its finance organization. The deployment centered on Accounts Payable and core financial workflows, bringing vendor payment processing and expense accounting into the Oracle NetSuite ERP environment.
Configuration focused on Accounts Payable controls and transaction coding, including charging expenses to correct departmental accounts and cost centers by analyzing invoices and expense reports, and recording accounting entries inside NetSuite. Operational tasks implemented in the system included W-9 vendor data management, weekly check run generation subject to CFO approval and signature, preparation of annual 1099 filings, monthly reconciliation of approximately 30 credit card expenses by matching receipts to statements, and monthly petty cash reconciliation.
The Oracle NetSuite ERP installation supported operational coverage for Accounts Payable, the Controller, and the Chief Financial Officer, and was used for month end close activities such as accruals, journal entries, bank reconciliations and allocations. The system was the repository for AP records and vendor data, and it was used to retrieve documentation during the annual audit, reflecting integration of daily AP operations with broader financial close and audit workflows.
Governance and process work accompanied the technical deployment, with the organization developing, implementing and enforcing AP policies and procedures and educating staff. The AP department was led and trained by a manager responsible for two full time staff and on-call temporary staff, supervising maintenance and filing of AP records and working with the finance team to resolve accounting discrepancies and irregularities.
|
Oshman Family JCC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 Oshman Family JCC implemented Microsoft 365 to provide Collaboration capabilities across its 400 person non profit organization. The initiative positioned Microsoft 365 as the central collaboration platform to support membership services, program administration, volunteer coordination, and internal communications.
The Microsoft 365 deployment emphasized cloud hosted productivity and collaboration capabilities, including enterprise email and calendaring, document collaboration and version control, and real time communication and meetings. Microsoft 365 was configured to surface shared document libraries, team workspaces, and cloud file sync to support staff and program teams, with tenant level administration controlling access and retention settings.
Using Microsoft 365 on their website is an explicit part of the footprint, with the organization surfacing calendar items, program information, and document access tied to the Microsoft 365 tenant. This web integration aligns the public facing site with internal content management and member engagement workflows provided by Microsoft 365.
Operational governance centered on centralized tenant administration and role based permissions for staff and program managers, accompanied by policy controls for external sharing and data access. Rollout and operational coverage focused on core departments such as membership, programs, development, finance, and operations, with training and admin processes instituted to manage adoption of Microsoft 365 Collaboration features.
|
Oshman Family JCC Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DotNetNuke | Legacy | DNN Evoq Content | Web Content Management | Content Management | n/a | 2014 | 2014 |
In 2014 Oshman Family JCC deployed DNN Evoq Content as its Web Content Management platform to power the public website www.paloaltojcc.org. The implementation centralized web publishing and site administration on the DotNetNuke product, providing template-driven rendering, role based authoring, and scheduled publishing across the site.
Functional scope emphasized content authoring, digital asset handling, editorial approval workflows, user role and permission controls, and navigation management within DNN Evoq Content. The rollout supported communications and membership facing business functions, with governance organized around editorial workflows and delegated site administration, and the architecture aligned with a .NET based CMS footprint consistent with DotNetNuke deployments.
|
|
|
|
|
Web Content Management | Content Management |
|
2014 | 2014 |
|
Oshman Family JCC eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
eCommerce | eCommerce |
|
2016 | 2016 |
|
Oshman Family JCC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
Oshman Family JCC IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at Oshman Family JCC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Chief Operating Officer | CXO | Finance | ||||
| Chief Financial Officer | CXO | Finance | ||||
| Chief Marketing Officer | CXO | Marketing | ||||
| IT Director | Director | IT |
Apps Being Evaluated by Oshman Family JCC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||