Rea & Associates
419 West High Ave,
New Philadelphia, 44663-5120, OH,
United States
New Philadelphia, 44663-5120, OH,
United States
1 330-339-6651
Professional Services
Rea & Associates Technographics
Rea & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rea & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Rea & 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 Rea & Associates has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2008, Microsoft 365 for Collaboration in 2021, Adobe Marketo for Marketing Automation 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 Rea & Associates is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Adobe Systems 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 Rea & Associates revenues, which have grown to $40.0 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 Rea & 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.
Rea & Associates Tech Stack and Enterprise Applications
Rea & Associates ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2008 | 2008 |
In 2008, Rea & Associates implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The deployment centralized transactional accounting for the professional services firm and established Intuit Quickbooks Enterprise as the system of record for core finance operations.
Implementation focused on configuring core financial modules including general ledger, accounts payable, accounts receivable, billing, and project accounting to support time and billing workflows common to professional services. The solution was provisioned as a server-based multi-user installation with a centralized company file and role-based user controls, with standard chart of accounts configuration to enforce consistent transaction posting and reporting. Financial reporting and month-end close processes were structured using the application’s native reporting and reconciliation capabilities.
Operational coverage targeted the finance, accounting, and billing teams across the company’s United States operations, aligning billing and revenue recognition processes with project delivery. Governance emphasized standardized chart of accounts, defined approval controls and documented close procedures to support auditability and internal control. Training and staged rollouts across practice groups were used to embed the ERP Financial platform into day-to-day accounting and billing workflows.
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Rea & Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Rea & Associates implemented Microsoft 365 to standardize Collaboration across the firm. Rea & Associates implemented Microsoft 365 to support collaboration and document-centric workflows for its 250-employee professional services organization operating in the United States.
The deployment centers on Microsoft 365 collaboration services including Exchange Online for email, Microsoft Teams for real-time communication, SharePoint Online for intranet and document management, and OneDrive for personal file sync. Configuration work appears focused on tenant-level administration, user provisioning, and the Microsoft 365 application suite to enable content collaboration, co-authoring, and calendaring across professional services functions.
Microsoft 365 is in use on the company website, indicating public-facing or authentication touchpoints that reference the Microsoft 365 tenant or hosted services. Identity and access management is aligned to Microsoft identity services, providing single sign-on and centralized account controls for corporate users, while collaboration workflows cover both client-facing project teams and internal corporate functions.
Governance is implemented through centralized tenant controls for external sharing, information protection, and retention policy configuration, supporting compliance and lifecycle management across departments. Rollout and operational ownership are structured around centralized IT administration, with standard Collaboration tooling provisioned to support document workflows and team communication throughout the firm.
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Rea & Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Marketo | Marketing Automation | CRM | n/a | 2018 | 2018 |
In 2018 Rea & Associates deployed Adobe Marketo as its Marketing Automation platform to centralize digital lead capture and campaign orchestration for marketing and demand generation. The implementation positioned Adobe Marketo to handle web driven prospecting workflows and campaign management across the firm’s advisory services marketing function.
Adobe Marketo was configured to deliver core Marketing Automation capabilities, including web embedded forms and behavioral tracking, email marketing and nurture programs, landing page management, segmentation and lead scoring workflows. Configuration emphasized campaign orchestration and automated nurture sequences to support inbound lead qualification and ongoing client engagement programs.
The implementation is explicitly used on the corporate website to capture leads and track visitor behavior for scoring and segmentation, with Marketo acting as the primary marketing system of record for digital engagement. Operational ownership sits with marketing and business development teams who use the system for list segmentation, campaign execution, and prospect lifecycle management.
Governance focused on campaign approval workflows, access controls, and data hygiene processes to maintain segmentation integrity and consent compliance. The rollout emphasized standardized campaign templates and operational playbooks so marketing could scale recurring nurture and event workflows within Adobe Marketo.
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Rea & Associates TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Rea & 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Rea & Associates CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Rea & Associates
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director of Finance and Operations | Director | Finance | |
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Controller | Director | Finance | |
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Director of Accounting Services | Director | Finance | |
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Apps Being Evaluated by Rea & Associates Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Rea & Associates IT executives and key decision makers. This section highlights Rea & Associates's latest recorded technology evaluations, including Acumatica Cloud ERP for ERP Financial on 2025-02-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Rea & Associates digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-02-19 | Rea & Associates | Evaluated | Acumatica | Acumatica Cloud ERP | ERP Financial | ERP |
FAQ - APPS RUN THE WORLD Rea & Associates Technographics
Rea & Associates is a Professional Services organization based in United States,
with around 250 employees and annual revenues of $40.0 million.
Rea & Associates operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Adobe Marketo,
covering areas like ERP Financial, Collaboration and Marketing Automation.
Rea & Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Adobe Systems.
Rea & Associates recently adopted applications including
Microsoft 365 in 2021, OneTrust CookiePro in 2021 and OneTrust Cookie Consent in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Rea & Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Rea & 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 Rea & Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.