AI Buyer Insights:

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Rosen & Associates, LLP
Location
1400 Computer Dr # 200,
Westborough, 1581, MA,
United States
Website
https://www.rosencpagroup.com/
Phone
1 508-926-2400
Artw industry
Professional Services
Employee
Revenue

Rosen & Associates, LLP Technographics

Rosen & Associates, LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Rosen & Associates, LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Rosen & Associates, LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Rosen & Associates, LLP has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, Microsoft 365 for Collaboration in 2016, Constant Contact Email Marketing 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 Rosen & Associates, LLP is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Constant Contact 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 Rosen & Associates, LLP revenues, which have grown to $10.0 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 Rosen & Associates, LLP 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.

Rosen & Associates, LLP Tech Stack and Enterprise Applications

Rosen & Associates, LLP ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2011 2011
In 2011, Rosen & Associates, LLP implemented Intuit Quickbooks Enterprise as its ERP Financial system to centralize accounting for the firm's finance and accounting functions. The deployment addressed core accounting for the 100-employee professional services firm and established Intuit Quickbooks Enterprise as the primary finance application in the organization. The implementation included configuration of core ERP Financial modules such as general ledger, accounts payable, accounts receivable, consolidated financial reporting, and billing workflows, with role based permissions and internal control settings aligned to professional services billing cycles. The Intuit Quickbooks Enterprise environment was provisioned for multi user access to support concurrent bookkeeping and month end close activities, and the rollout emphasized governance around chart of accounts, approval workflows, and financial reporting cadence for the finance and billing teams.
Rosen & Associates, LLP Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
In 2016, Rosen & Associates, LLP deployed Microsoft 365 to support Collaboration across the firm. The implementation is referenced on their public website, indicating Microsoft 365 is used on their website for hosted collaboration and productivity services that support client engagement and internal workflows. The Microsoft 365 deployment centers on core Collaboration capabilities such as Exchange Online for email, SharePoint Online and OneDrive for document management and file sharing, Microsoft Teams for real time collaboration, and Office desktop and web applications for document authoring and review. Identity and access capabilities are managed through the Microsoft 365 tenant and Azure Active Directory, enabling centralized user provisioning, authentication, and access controls. Operational coverage spans professional services functions including tax, audit, advisory, client communications, and administrative operations, with tenant level governance, data retention, and compliance controls aligned to protect client confidentiality. Governance is expected to emphasize centralized administration of users and mailboxes, SharePoint site governance, and policy enforcement to align Collaboration use with professional services regulatory needs.
Rosen & Associates, LLP CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Constant Contact Legacy Constant Contact Email Marketing Marketing Automation CRM n/a 2021 2021
In 2021, Rosen & Associates, LLP deployed Constant Contact Email Marketing to power client and prospect email communications surfaced through its public website. Rosen & Associates, LLP uses Constant Contact Email Marketing as a Marketing Automation tool to manage subscription capture, permissioned client communications, and campaign distribution for the professional services practice. Implementation is web hosted and centered on embedded website signup forms, template driven newsletters, scheduled campaigns, and automated welcome sequences, leveraging category aligned capabilities such as list segmentation, autoresponders, and engagement analytics. Operational ownership sits with marketing and client services, who configure templates, manage subscriber lists, and maintain consent records within Constant Contact Email Marketing, with governance focused on content approval workflows and subscriber opt in management to meet professional services compliance and client confidentiality expectations.
Rosen & Associates, LLP IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2016 2016
Rosen & Associates, LLP CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2021 2021
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2018 2018

IT Decision Makers and Key Stakeholders at Rosen & Associates, LLP

First Name Last Name Title Function Department Email Phone
Controller Director Finance
CPA, CFP CXO Finance
Tax Manager Manager Finance
Tax Manager Manager Finance
Show All Contacts

Apps Being Evaluated by Rosen & Associates, LLP Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Rosen & Associates, LLP IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Rosen & Associates, LLP digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Rosen & Associates, LLP Technographics
Rosen & Associates, LLP is a Professional Services organization based in United States, with around 100 employees and annual revenues of $10.0 million.
Rosen & Associates, LLP operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Microsoft 365 and Constant Contact Email Marketing, covering areas like ERP Financial, Collaboration and Marketing Automation.
Rosen & Associates, LLP has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Microsoft and Constant Contact.
Rosen & Associates, LLP recently adopted applications including Constant Contact Email Marketing in 2021, Barracuda Email Security Gateway in 2021 and AppRiver Secure Cloud in 2018, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Rosen & Associates, LLP’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Rosen & Associates, LLP’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 Rosen & Associates, LLP technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.