Phillips Spallas & Angstadt
505 Sansome Street, 6th Floor,
San Francisco, 94111, CA,
United States
San Francisco, 94111, CA,
United States
1 415-278-9400
Professional Services
Phillips Spallas & Angstadt Technographics
Phillips Spallas & Angstadt Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Phillips Spallas & Angstadt and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Phillips Spallas & Angstadt employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Phillips Spallas & Angstadt has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2015, Exclaimer Cloud Signatures for Office 365 for Digital Signing 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 Phillips Spallas & Angstadt is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Exclaimer 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 Phillips Spallas & Angstadt revenues, which have grown to $7.0 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 Phillips Spallas & Angstadt 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.
Phillips Spallas & Angstadt Tech Stack and Enterprise Applications
Phillips Spallas & Angstadt ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Phillips Spallas & Angstadt implemented Intuit Quickbooks Enterprise as its ERP Financial application. The initiative centralized core accounting and financial operations for the United States based professional services firm with approximately 50 employees, focusing implementation effort on day to day bookkeeping and payable workflows.
Configuration work within Intuit Quickbooks Enterprise emphasized vendor master management, accounts payable processing, transaction coding, check creation, and bank reconciliation. The firm configured processes to create new vendors, pay invoices and bills, code and create checks, and reconcile transactions within Intuit Quickbooks Enterprise to support routine financial close and cash management activities.
Operational coverage targeted the accounting and finance function, with bookkeeping and accounts payable teams using Quickbooks for vendor setup, invoice payment runs, check issuance, and bank reconciliation activities. No external implementation partner is specified, so the architecture reflects a compact, single tenant accounting deployment appropriate for a small professional services firm in the United States.
Governance changes centered on standardizing vendor setup procedures, enforcing transaction coding rules, and formalizing check approval and reconciliation cadence inside Intuit Quickbooks Enterprise. Training and procedural documentation were implied to align day to day workflows and maintain audit trails for vendor payments and bank reconciliations.
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Phillips Spallas & Angstadt Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Phillips Spallas & Angstadt implemented Microsoft 365 for Collaboration. The professional services firm of about 50 employees deployed Microsoft 365 across core communications and document workflows, and the deployment is surfaced on the firm website through visible Microsoft 365 references.
The Microsoft 365 deployment leverages standard Collaboration capabilities including Exchange Online for email, SharePoint Online for intranet and document libraries, OneDrive for Business for file storage, and Teams for internal communication, supporting email hosting and collaborative document workflows. Administration is organized around a single Microsoft 365 tenant model with centralized user provisioning and permission management aligned to practice group access, and governance focuses on information management and access controls typical for legal and professional services. The full application name Microsoft 365 is present in the firm environment and referenced on the external website, linking the Collaboration platform to both internal productivity and outward facing contact points.
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Phillips Spallas & Angstadt 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 | 2017 | 2017 |
In 2017 Phillips Spallas & Angstadt implemented Exclaimer Cloud Signatures for Office 365 as a Digital Signing solution to centralize and standardize email signature management. The deployment is cloud hosted and is presented on the firm website, using Exclaimer Cloud Signatures for Office 365 to manage signatures for attorneys and staff across the firm’s Office 365 tenant in the United States. The implementation targets corporate email signature workflows and brand consistency for the professional services practice.
The configuration leverages centralized template management and HTML signature rendering, with role and department level policies to apply signatures consistently across user groups. The Exclaimer Cloud Signatures for Office 365 implementation integrates with the firm’s Office 365 mail flow and directory data to populate dynamic user attributes, and it is administered through a cloud admin portal that controls templates, signature rules, and sending conditions. Governance was structured around a single administrative control plane to enforce signature policies across the firm, with deployment focused on firmwide email channels rather than other content systems.
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Phillips Spallas & Angstadt 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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IT Decision Makers and Key Stakeholders at Phillips Spallas & Angstadt
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Senior Partner | Director | Operations | |
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Founding Partner | Manager | Finance | |
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Attorney | Manager | Legal | |
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Partner | Manager | Finance | |
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Apps Being Evaluated by Phillips Spallas & Angstadt Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Phillips Spallas & Angstadt IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Phillips Spallas & Angstadt digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Phillips Spallas & Angstadt Technographics
Phillips Spallas & Angstadt is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $7.0 million.
Phillips Spallas & Angstadt operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Exclaimer Cloud Signatures for Office 365,
covering areas like ERP Financial, Collaboration and Digital Signing.
Phillips Spallas & Angstadt has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Exclaimer.
Phillips Spallas & Angstadt recently adopted applications including
Exclaimer Cloud Signatures for Office 365 in 2017, Microsoft 365 in 2015 and GoDaddy in 2013,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Phillips Spallas & Angstadt’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Phillips Spallas & Angstadt’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Phillips Spallas & Angstadt technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.