S.D. Mayer & Associates
235 Montgomery Street, 30th Floor,
San Francisco, 94104, CA,
United States
San Francisco, 94104, CA,
United States
1 415-691-4040
Professional Services
S.D. Mayer & Associates Technographics
S.D. Mayer & Associates Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by S.D. Mayer & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 35 S.D. Mayer & Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
S.D. Mayer & Associates has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Hubspot CRM for CRM in 2018, DreamHost for Application Hosting and Computing Services 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 S.D. Mayer & Associates is running and its propensity to invest more and deepen its relationship with Oracle , Intuit , HubSpot 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 S.D. Mayer & Associates revenues, which have grown to $7.0 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 S.D. Mayer & 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.
S.D. Mayer & Associates Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2014 | 2014 |
In 2014, S.D. Mayer & Associates implemented Oracle NetSuite ERP as a cloud-hosted SaaS solution to support its professional services finance and billing operations. The project is classified in the ERP Financial category and was scoped to centralize accounting and revenue management for the 35-person firm.
Configuration focused on core financial modules typical for ERP Financial implementations, including general ledger, accounts receivable, accounts payable, invoicing and financial reporting, with customization to align to firm and client billing models. Oracle NetSuite ERP was positioned as a comprehensive, configurable business software suite to handle both internal finance processes and client-facing billing workflows.
The deployment removed dependency on in-house servers and shifted operational ownership to a cloud architecture, enabling continuous availability and reduced on-premises infrastructure for IT. The system was applied across the firm’s finance and client services functions, consolidating transactional workflows and financial data into a single cloud instance.
Jim Warren, S.D. Mayer director of IT services, framed the move as a strategic shift to the cloud and emphasized that NetSuite ERP is customizable, solid and fairly priced. The implementation was described as always up and running and as enabling the firm to compete with similar and larger firms and to be quite profitable in doing so.
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ERP Financial | ERP Financial Management |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018, S.D. Mayer & Associates implemented Hubspot CRM as their CRM to centralize client and prospect data for the professional services firm. The deployment is a cloud SaaS instance of Hubspot CRM instrumented on the company website to capture inbound form submissions and web activity, creating unified contact records and initial deal entries. Core functional capabilities in use include contact management, activity and interaction tracking, form-based lead capture, and a simple deal pipeline aligned to the firm’s client engagement workflow.
Hubspot CRM configuration emphasizes website integration for lead capture, automated contact creation, and routing into sales and account management queues, and the rollout was targeted to support the firm’s sales, client services, and marketing functions across the United States. Governance centered on standardized contact ownership and pipeline stages to enforce consistent follow up among the firm’s 35 employees, with configuration choices reflecting typical CRM workflows for small professional services organizations. The implementation narrative links S.D. Mayer & Associates, Hubspot CRM, CRM, and their website as the primary data capture and client lifecycle orchestration layer.
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DreamHost | Legacy | DreamHost | Application Hosting and Computing Services | IaaS | n/a | 2018 | 2018 |
In 2018 S.D. Mayer & Associates implemented DreamHost to host its corporate website, establishing DreamHost as the Application Hosting and Computing Services provider for its external web presence. The work focused on provisioning site hosting and domain-level services for a 35 person professional services firm, with the implementation scoped to the company website and associated web assets.
The DreamHost deployment comprises standard web hosting capabilities common to Application Hosting and Computing Services, including web server compute and storage for the site, DNS and domain management, SSL certificate provisioning, and control panel based administration for content publishing. Configuration and operational routines likely center on managed hosting tasks, such as routine backups, site configuration, and user access for content updates, consistent with small business hosting patterns.
Operational ownership is concentrated on corporate communications and marketing functions, with centralized site administration for content changes, domain renewals, and certificate management. Governance emphasizes access control and content workflow for the website, while monitoring and backup processes are aligned with DreamHost managed hosting practices for SMB-scale implementations.
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Content Delivery Network | IaaS |
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2020 | 2020 |
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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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at S.D. Mayer & Associates
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Apps Being Evaluated by S.D. Mayer & Associates Executives
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FAQ - APPS RUN THE WORLD S.D. Mayer & Associates Technographics
S.D. Mayer & Associates is a Professional Services organization based in United States,
with around 35 employees and annual revenues of $7.0 million.
S.D. Mayer & Associates operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Hubspot CRM and DreamHost,
covering areas like ERP Financial, CRM and Application Hosting and Computing Services.
S.D. Mayer & Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, HubSpot and DreamHost.
S.D. Mayer & Associates recently adopted applications including
Hubspot Marketing Automation in 2021, Cloudflare CDN in 2020 and Intuit QuickBooks Online Accountant in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of S.D. Mayer & Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates S.D. Mayer & 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 S.D. Mayer & Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.