PYA - Pershing Yoakley & Associates
2220 Sutherland Ave,
Knoxville, 37919, TN,
United States
Knoxville, 37919, TN,
United States
1 865-673-0844
Professional Services
PYA - Pershing Yoakley & Associates Technographics
PYA - Pershing Yoakley & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PYA - Pershing Yoakley & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 PYA - Pershing Yoakley & Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PYA - Pershing Yoakley & Associates has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, ADP Workforce Now Recruitment for Recruiting in 2022, Rocket.chat for Chatbots and Conversational AI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PYA - Pershing Yoakley & Associates is running and its propensity to invest more and deepen its relationship with Intuit , ADP , Rocket.chat 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 PYA - Pershing Yoakley & Associates revenues, which have grown to $20.0 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 PYA - Pershing Yoakley & 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.
PYA - Pershing Yoakley & Associates Tech Stack and Enterprise Applications
PYA - Pershing Yoakley & Associates 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, PYA - Pershing Yoakley & Associates implemented Intuit Quickbooks Enterprise to standardize its core accounting platform. The Intuit Quickbooks Enterprise deployment was positioned as the firm level ERP Financial system to centralize ledger, billing and financial reporting across the accounting organization.
Configuration work focused on core ERP Financial modules including general ledger, accounts payable, accounts receivable, billing and financial reporting, with standardization of the chart of accounts and role based security. Automation and workflow configuration addressed invoicing processes, expense tracking and month end close activities consistent with professional services finance operations.
Interoperability requirements explicitly referenced ProSystem fx experience, indicating planned integration or data exchange with tax and practice management workflows, and an emphasis on seamless handoff between tax preparation and firm accounting. Operational coverage centered on the firm accounting and finance functions, with deployment practices aligned to professional services billing and audit support processes.
Governance adjustments emphasized tightened financial controls, centralized account structures and documented close procedures, with training and skill requirements noting Quickbooks and ProSystem fx experience for finance staff. Intuit Quickbooks Enterprise served as the focal application for ERP Financial controls and day to day accounting operations following the implementation.
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PYA - Pershing Yoakley & Associates HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now Recruitment | Recruiting | HCM | n/a | 2022 | 2022 |
In 2022, PYA - Pershing Yoakley & Associates implemented ADP Workforce Now Recruitment. ADP Workforce Now Recruitment serves as PYA's Recruiting application and is deployed to surface job listings and intake candidate applications through PYA's public careers site. The deployment covers the firm's HR and talent acquisition functions for a United States based professional services firm of approximately 300 employees.
Configuration focused on core applicant tracking capabilities, job requisition management, candidate profile and resume capture, and configurable screening workflows. ADP Workforce Now Recruitment was configured to support multi stage hiring workflows, recruiter and hiring manager assignment, and interview scheduling features common to recruiting platforms. The implementation emphasizes career site integration and standardized online application forms to ensure consistent candidate capture and intake.
Operational integration routes candidate submissions from the public careers site into recruiter queues and interviewer schedules, enabling HR teams to triage and progress applicants within the system. Candidate communication templates and status tracking were instrumented to support consistent applicant notifications and internal handoffs, aligning daily recruiting operations around the ADP application.
Governance established defined requisition approval paths and role based access for recruiters and hiring managers to enforce hiring controls and auditability. The rollout concentrated on embedding ADP Workforce Now Recruitment into PYA's recruiting workflows and career site experience without introducing named third party system changes.
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PYA - Pershing Yoakley & Associates AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rocket.chat | Legacy | Rocket.chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, PYA - Pershing Yoakley & Associates deployed Rocket.chat as an embedded website chat to deliver client-facing conversational experiences. The deployment is categorized as Chatbots and Conversational AI and uses the Rocket.chat web widget and real-time messaging to surface conversational UI on the company website.
Implementation focused on configuring Rocket.chat conversational UI, channel and direct messaging, presence indicators, and the platform’s bot framework and APIs to enable scripted responses and live handoff to client services. Operational scope centers on the public website and front-office client engagement and support functions, with governance enforced through administrator roles, moderation settings, and conversation routing policies.
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PYA - Pershing Yoakley & Associates Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2020 | 2020 |
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PYA - Pershing Yoakley & Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2020 | 2020 |
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PYA - Pershing Yoakley & Associates Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application, Web and Enterprise Search | Content Management |
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2020 | 2020 |
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PYA - Pershing Yoakley & Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2016 | 2016 |
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CRM | CRM |
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2019 | 2019 |
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Customer Data Platform | CRM |
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2020 | 2020 |
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Customer Experience | 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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2016 | 2016 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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PYA - Pershing Yoakley & 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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PYA - Pershing Yoakley & Associates CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at PYA - Pershing Yoakley & Associates
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Operating Officer | CXO | Finance | |
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CEO | CXO | Finance | |
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CFO | CXO | Finance | |
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Chief Information Officer | CXO | IT | |
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Apps Being Evaluated by PYA - Pershing Yoakley & Associates Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from PYA - Pershing Yoakley & Associates IT executives and key decision makers. This section highlights PYA - Pershing Yoakley & Associates's latest recorded technology evaluations, including Amazon CodeWhisperer for Generative AI Platforms on 2024-10-04. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the PYA - Pershing Yoakley & Associates digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-10-04 | PYA - Pershing Yoakley & Associates | Evaluated | Amazon Web Services (AWS) | Amazon CodeWhisperer | Generative AI Platforms | AI Development |
FAQ - APPS RUN THE WORLD PYA - Pershing Yoakley & Associates Technographics
PYA - Pershing Yoakley & Associates is a Professional Services organization based in United States,
with around 300 employees and annual revenues of $20.0 million.
PYA - Pershing Yoakley & Associates operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, ADP Workforce Now Recruitment and Rocket.chat,
covering areas like ERP Financial, Recruiting and Chatbots and Conversational AI.
PYA - Pershing Yoakley & Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, ADP and Rocket.chat.
PYA - Pershing Yoakley & Associates recently adopted applications including
ADP Workforce Now Recruitment in 2022, Salesforce Sales Cloud in 2021 and Google Cloud Platform (GCP) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of PYA - Pershing Yoakley & Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates PYA - Pershing Yoakley & Associates’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 PYA - Pershing Yoakley & Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.