Greensburg, 47240, IN,
United States
RBSK Partners PC Technographics
RBSK Partners PC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RBSK Partners PC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 55 RBSK Partners PC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RBSK Partners PC has purchased the following applications: Thomson Reuters Accounting CS for ERP Financial in 2016, Microsoft 365 for Collaboration in 2016, Intuit Mailchimp for Marketing Automation 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 RBSK Partners PC is running and its propensity to invest more and deepen its relationship with Thomson Reuters , Microsoft , Intuit 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 RBSK Partners PC revenues, which have grown to $16.0 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 RBSK Partners PC 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.
RBSK Partners PC Tech Stack and Enterprise Applications
RBSK Partners PC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Thomson Reuters | Legacy | Thomson Reuters Accounting CS | ERP Financial | ERP | n/a | 2016 | 2016 |
In 2016, RBSK Partners PC implemented Thomson Reuters Accounting CS, deploying Thomson Reuters Accounting CS as its ERP Financial application to centralize accounting workflows across the 55-person professional services firm. The engagement positioned the application as the firm’s core ERP Financial tool for managing client accounting activity and daily transaction processing.
The implementation emphasized cloud-hosted online access and the built-in collaboration features of Accounting CS, aligning with common ERP Financial capabilities such as centralized ledger access, task-based workflow orchestration, and client-facing document sharing. Configuration focused on enabling remote work patterns and concurrent access, so staff can complete accounting tasks in ways comparable to working in the office.
Operational scope covered firm staff and client collaboration, shifting day-to-day execution from an office-bound model to an online collaboration model that supports remote completion of engagements. The deployment preserved traditional accounting control points while extending access across the firm, enabling advisors and client contacts to interact through the Accounting CS collaboration layer.
Implementation governance included training and feature adoption, with firm leadership encouraging staff to learn the product and complete available training resources. Seale reported that Accounting CS improved staff and client work life by changing the firm dynamic and reducing the need for strict desk-hour presence, and recommended prospective users evaluate the product and its training to realize those collaboration benefits.
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RBSK Partners PC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, RBSK Partners PC deployed Microsoft 365 to provide Collaboration capabilities across its U.S. professional services operations. Using Microsoft 365 on their website is documented, and the rollout targeted a firm of 55 employees to standardize client communications and internal document workflows.
The Microsoft 365 deployment emphasizes cloud-hosted email, calendaring, document management and team collaboration functionality, with file sync and co-authoring for project teams and client deliverables. Microsoft 365 is used to provision desktop and web Office applications alongside collaborative workspaces and intranet-style content, enabling structured knowledge management and project coordination within the Collaboration category.
Operational coverage spans client-facing teams and internal back-office functions, with centralized administration for user provisioning, access control and policy enforcement consistent with a small professional services firm. The implementation aligns Microsoft 365 Collaboration capabilities with the company website presence, supporting unified content and communication flows between public-facing resources and internal collaboration platforms.
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RBSK Partners PC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019, RBSK Partners PC deployed Intuit Mailchimp as its Marketing Automation solution to manage website-driven email communications. The implementation uses Intuit Mailchimp on their website to capture leads through web embedded signup forms and to publish campaign emails to segmented audience lists. Intuit Mailchimp was configured to handle campaign creation, audience management, template-based email delivery, and automated workflows consistent with Marketing Automation functional patterns.
Operational coverage centers on the firm’s marketing and client services functions, centralizing subscriber lists and opt-in preferences for client outreach. The deployment follows a SaaS architecture with web form to application data flows and hosted campaign orchestration in Intuit Mailchimp, enabling automated list population from the website. Governance emphasizes consent capture on the site and segmented subscriber management to align outreach processes with professional services client engagement.
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Marketing Automation | CRM |
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2019 | 2019 |
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RBSK Partners PC 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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RBSK Partners PC 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at RBSK Partners PC
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Apps Being Evaluated by RBSK Partners PC Executives
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