Rocklin, 95677, CA,
United States
PM Design Group, Inc. Technographics
PM Design Group, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PM Design Group, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 PM Design Group, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PM Design Group, Inc. has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2018, Intuit Mailchimp for Marketing Automation in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PM Design Group, Inc. is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , CodeTwo 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 PM Design Group, Inc. revenues, which have grown to $6.0 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 PM Design Group, Inc. 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.
PM Design Group, Inc. Tech Stack and Enterprise Applications
PM Design Group, Inc. 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, PM Design Group, Inc. implemented Intuit Quickbooks Enterprise as its primary accounting platform. The implementation targeted core financial operations for the 60 employee construction and real estate firm, centralizing accounting, project-level job costing, billing, and financial reporting.
Configuration emphasized ERP Financial capabilities including general ledger, accounts payable, accounts receivable, job costing for projects, budgeting, and consolidated financial reporting. Setup included a structured chart of accounts aligned to construction project tracking and billable work, invoice and receivable workflows, vendor payable automation, and payroll interfacing within Intuit Quickbooks Enterprise where required.
The installation was provisioned as a multi-user Intuit Quickbooks Enterprise deployment to support concurrent access for accounting staff and project managers. Operational scope covered corporate accounting and project accounting functions across the firm9s projects, with role-based access and user profiles to separate accounting, AR, and project cost entry responsibilities.
Governance focused on standardizing month-end close, job cost reconciliation, and invoice approval workflows, with documented processes for project revenue recognition and cost allocation. Hiring and training requirements reflected this governance, BambooHR job notes stated some accounting experience and knowledge of QuickBooks and/or Great Plains is required to operate and maintain Intuit Quickbooks Enterprise.
|
PM Design Group, Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, PM Design Group, Inc. implemented Microsoft 365 as its primary Collaboration platform to support internal communications and project document management. The Microsoft 365 deployment centralized cloud-hosted email, Microsoft Teams for real-time chat and meetings, SharePoint Online and OneDrive for document storage and version control, aligning collaboration capabilities with the firm’s construction and real estate business functions.
The implementation was scoped across the company’s corporate staff, including design, project management, and administrative teams, and the organization’s public website indicates Microsoft 365 is part of its digital presence. Governance was organized around tenant-level administration, with user provisioning, mailbox and site permission structures, and SharePoint information architecture and Teams channel organization to enforce access controls and streamline project collaboration.
|
|
|
|
|
Collaboration | Collaboration |
|
2021 | 2021 |
|
PM Design Group, Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021 PM Design Group, Inc. implemented Intuit Mailchimp as its Marketing Automation platform for email marketing and on-site audience capture. The deployment of Intuit Mailchimp is observable on the company website where Mailchimp forms and client-side tracking snippets are used to collect leads and subscribe contacts.
The implementation centers on core Marketing Automation capabilities, including audience management, embedded signup forms on the website, campaign creation and scheduling, automation workflows for nurture sequences, and built-in reporting and engagement analytics. The technical footprint is consistent with a cloud SaaS model, with Mailchimp account-level configuration and client-side JavaScript embeds delivering form capture and basic site event tracking.
Operational responsibility appears focused on the marketing and business development functions within PM Design Group, Inc. Governance is likely organized around centralized audience lists and campaign approvals to maintain deliverability and list hygiene, with marketing owning segmentation and scheduling processes. Intuit Mailchimp provides the primary marketing automation layer in the company technology stack and is the central system for email-based customer engagement.
|
PM Design Group, Inc. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
PM Design Group, Inc. CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2020 | 2020 |
|
IT Decision Makers and Key Stakeholders at PM Design Group, Inc.
Apps Being Evaluated by PM Design Group, Inc. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||