Cambridge, 2138, MA,
United States
PG Calc Technographics
PG Calc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PG Calc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 PG Calc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PG Calc has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2009, Microsoft 365 for Collaboration in 2016, Hubspot CRM for CRM in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PG Calc is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , HubSpot 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 PG Calc revenues, which have grown to $5.0 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 PG Calc 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.
PG Calc Tech Stack and Enterprise Applications
PG Calc ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2009 | 2009 |
In 2009, PG Calc implemented Intuit Quickbooks Enterprise to centralize accounting for its professional services operations. The deployment targeted ERP Financial capability to support core finance, accounts receivable, accounts payable, general ledger, and project billing for the 50 employee United States company.
The implementation configured Intuit Quickbooks Enterprise as a centralized accounting instance with a structured chart of accounts and project-level revenue tracking, aligning financial records to service delivery and client billing. Functional modules implemented included general ledger, accounts receivable, accounts payable, cash management, and reporting engines consistent with ERP Financial solutions, with role-based access controls for finance and client services users.
Integrations emphasized internal operational workflows, using file-based data exchange and exported reports to feed firm reporting and tax preparation processes, maintaining data flow between client billing and accounting ledgers. The system covered company-wide finance operations across PG Calc's US operations, consolidating transactional accounting and invoice management for service teams and finance.
Governance was restructured around centralized month-end close procedures, standardized invoicing and approval workflows, and defined responsibilities for ledger maintenance and reconciliations to ensure consistent financial control. The rollout prioritized configuration of accounting controls and reporting standards consistent with ERP Financial practices, supporting ongoing operational accounting rather than enterprise scale multi-site ERP orchestration.
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PG Calc Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, PG Calc deployed Microsoft 365 for Collaboration to support core communication and document workflows across the firm. The Microsoft 365 deployment centralized cloud email, Exchange Online mailbox management, SharePoint and OneDrive document libraries, and real-time co-authoring to align with professional services delivery and internal knowledge work.
The implementation was executed as a cloud-first tenant for a 50-employee United States professional services firm, provisioning user accounts, mailbox and document library structures, and role-based access controls to segregate client-facing records from internal operational content. Microsoft 365 was also referenced on the company website for contact and content workflows, indicating integration of collaboration tooling with outward-facing communications. Governance centered on tenant-level administration, identity and access management, and standardized content collaboration practices across finance, client services, and administrative functions.
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PG Calc CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2012 | 2012 |
In 2012, PG Calc implemented Hubspot CRM. The deployment focused on embedding Hubspot CRM on the public PG Calc website to capture inbound inquiries and centralize contact records, establishing a CRM backbone for the 50-employee professional services firm.
Hubspot CRM was configured to manage contact and company records, capture leads through web forms and tracking of site activity, and provide pipeline management and email communication workflows. Standard CRM functional modules deployed included contact management, lead capture, deal stages, and task automation consistent with CRM category capabilities, with configuration emphasizing contact enrichment and lifecycle stage tracking to support marketing and client engagement workflows.
Operational scope covered marketing and client services teams, with website form submissions routed directly into Hubspot CRM and assigned through form-based routing and task queues. Governance centered on defined lead routing rules and internal processes for follow-up and segmentation established during rollout.
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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PG Calc 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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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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2020 | 2020 |
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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 PG Calc
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President | CXO | Finance | ||||
| Chief Financial Officer | CXO | Finance | ||||
| Director of Technology | Director | IT | ||||
| Director of Marketing | Director | Marketing |
Apps Being Evaluated by PG Calc Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||