Oakbrook Terrace, 60181, IL,
United States
Peters & Associates Technographics
Peters & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Peters & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 Peters & Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Peters & Associates has purchased the following applications: Microsoft 365 for Collaboration in 2015, Exclaimer Cloud Signatures for Office 365 for Digital Signing in 2016, Hotjar for Customer Experience in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Peters & Associates is running and its propensity to invest more and deepen its relationship with Microsoft , Exclaimer , Contentsquare 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 Peters & Associates revenues, which have grown to $10.0 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 Peters & 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.
Peters & Associates Tech Stack and Enterprise Applications
Peters & Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Peters & Associates implemented Microsoft 365 as their primary Collaboration platform. The professional services firm of about 80 employees adopted Microsoft 365 to centralize communication, document management, and client-facing collaboration across core business functions including advisory teams and corporate operations.
The Microsoft 365 deployment is characterized by standard Collaboration capabilities such as Exchange Online mailboxes for corporate email, SharePoint Online intranet sites and document libraries, OneDrive for Business file sync, and Microsoft Teams for real-time meetings and chat. Configuration and operational scope reflect tenant level user provisioning, role based access controls across practice groups, and site specific content controls to manage document lifecycle and external sharing. Public website source artifacts indicate Microsoft 365 usage tied to the firm, and governance practices are organized around centralized administration of accounts and permissions with policy controls for content and sharing across the organization.
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Peters & Associates Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2016 | 2016 |
In 2016, Peters & Associates deployed Exclaimer Cloud Signatures for Office 365. Peters & Associates uses Exclaimer Cloud Signatures for Office 365 in the Digital Signing category to provide centralized email signature management and consistent corporate branding, and the implementation is visible on the company website. The firm is an 80-employee professional services company based in the United States, and the deployment is scoped to firmwide Office 365 email signatures.
The implementation leverages cloud-hosted signature orchestration and a template library consistent with Digital Signing solutions, centralizing template creation, approval workflows, and policy enforcement across Office 365 mailboxes. Integration with Office 365 is core to the configuration, applying signatures at the mail flow and mailbox level and touching marketing, client communications, and professional services delivery workflows. Governance was organized around centralized template control and role-based administration to maintain brand and compliance consistency across outbound email.
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Peters & Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2019 | 2019 |
In 2019, Peters & Associates implemented Hotjar on their public website to capture user behavior and support web optimization efforts. Hotjar is a Customer Experience application used to collect behavioral analytics and on-site feedback, enabling the company to link website interaction signals to digital marketing and website user experience functions.
The implementation centered on embedding the Hotjar tracking snippet across primary site pages and configuring core capabilities common to the Customer Experience category, including heatmaps, session recordings, conversion funnel analysis, and on-site feedback widgets and surveys. Configuration emphasized page-level targeting and sampling controls to focus data collection on lead generation and service pages relevant to the professional services business.
Operational ownership landed with the marketing and web teams, who used Hotjar data to inform UX prioritization and content adjustments, and to surface qualitative feedback for client engagement teams. Governance included role-based access to recordings and reports, and configuration of consent and data retention settings to align site data capture with privacy expectations.
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Digital Advertising 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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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Peters & 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Peters & Associates
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Apps Being Evaluated by Peters & Associates Executives
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