Portland, 97204, OR,
United States
Perkins & Co Technographics
Perkins & Co Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Perkins & Co and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Perkins & Co employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Perkins & Co has purchased the following applications: 8am CPACharge (formerly AffiniPay) for AP Automation in 2020, Microsoft 365 for Collaboration in 2015, Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) for Digital Signing in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Perkins & Co is running and its propensity to invest more and deepen its relationship with 8am , Intuit , Microsoft 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 Perkins & Co revenues, which have grown to $15.0 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 Perkins & Co 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.
Perkins & Co Tech Stack and Enterprise Applications
Perkins & Co ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| 8am | Legacy | 8am CPACharge (formerly AffiniPay) | AP Automation | ERP | n/a | 2020 | 2020 |
In 2020, Perkins & Co implemented 8am CPACharge (formerly AffiniPay) to provide AP Automation capabilities directly on its public website. The deployment is web-embedded, exposing hosted payment pages to clients for electronic invoice payment capture and checkout flows, and the full application name 8am CPACharge (formerly AffiniPay) is used across client-facing billing interactions.
Configuration emphasizes electronic payment processing and hosted checkout functionality, incorporating card and ACH acceptance as standard AP Automation capabilities and supporting recurring payment setups where required. Operational coverage is centered on Perkins & Co's accounting practice and client-facing finance operations, with governance focused on payment reconciliation, PCI related controls, and workflow alignment between invoice issuance and electronic settlement.
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ERP Financial | ERP |
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2012 | 2012 |
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Perkins & Co Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Perkins & Co implemented Microsoft 365 to provide Collaboration capabilities across the firm. The cloud-hosted Microsoft 365 tenant was provisioned to serve approximately 150 employees in the United States, and the deployment is referenced as being used on their public website.
Configuration emphasizes core Collaboration services, including Exchange Online for corporate email, SharePoint Online and OneDrive for Business for document management and internal content distribution, and Microsoft Teams for real-time chat and meetings, aligning with client service, finance, and operations workflows. Tenant administration is organized around centralized user provisioning and role-based access controls, with the Microsoft 365 presence integrated into the firm web presence to surface content and service links for clients and staff.
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Perkins & Co Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022 Perkins & Co deployed Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) as its Digital Signing solution, embedding e signature capability directly on the company website to capture client approvals and executed agreements. The implementation centers on public web embedded signing flows, making Adobe Acrobat Sign the front end for client facing document acceptance and electronic signature capture.
Configuration focused on standard Digital Signing functional modules, including web embedded signature capture, user authentication checkpoints, audit trail and tamper evident signature validation, and automated completion notifications. Adobe Acrobat Sign was configured to present fillable forms and signature fields on web hosted documents, preserve immutable audit logs for compliance, and enforce signer identity controls consistent with electronic signature workflows.
Operational coverage emphasizes client services and contract execution workflows, with Adobe Acrobat Sign used by client intake and accounting teams to collect signed engagement letters and consent documents through the website. Governance updates included instituted signing procedures and record retention practices to ensure signed documents are retained with audit metadata, and web hosted signing flows were instrumented to route completed documents to internal processing queues for downstream handling.
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Perkins & Co CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Data Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Perkins & Co ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2017 | 2017 |
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Perkins & Co IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Perkins & Co
| First Name | Last Name | Title | Function | Department | Phone | |
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Shareholder, President | CXO | Operations | |
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Principal | Director | Finance | |
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Information Technology Director | Director | IT | |
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Shareholder, Director of Business Development | Director | Sales | |
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Apps Being Evaluated by Perkins & Co Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||