AI Buyer Insights:

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

● 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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● 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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

Shepherd & Goldstein LLP
Location
100 Front Street 16th Floor,
Worcester, 01608-1553, MA,
United States
Website
https://www.sgllp.com/
Phone
1 508 757-3311
Artw industry
Banking and Financial Services
Employee
Revenue

Shepherd & Goldstein LLP Technographics

Shepherd & Goldstein LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Shepherd & Goldstein LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Shepherd & Goldstein 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 Shepherd & Goldstein LLP has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Zoom for Audio Video and Web Conferencing in 2021, WooCommerce for eCommerce 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 Shepherd & Goldstein LLP is running and its propensity to invest more and deepen its relationship with Intuit , Zoom Video Communications , Automattic 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 Shepherd & Goldstein LLP revenues, which have grown to $3.0 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 Shepherd & Goldstein 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.

Shepherd & Goldstein LLP Tech Stack and Enterprise Applications

Shepherd & Goldstein LLP ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2013 2013
In 2013, Shepherd & Goldstein LLP implemented Intuit Quickbooks Enterprise as its core financial management system, aligning the firm with an ERP Financial solution for its accounting operations. The deployment targeted the firmwide finance and billing function and was positioned to serve the firm’s 30 employees in the United States. The implementation of Intuit Quickbooks Enterprise focused on ERP Financial capabilities typical for small professional services firms, including a centralized general ledger, accounts payable, accounts receivable, billing and client invoicing, payroll processing and standardized financial reporting. Configuration work emphasized a unified chart of accounts, period close workflows, and role based access to support multi user accounting processes and internal audit trails. Operational coverage was concentrated on the firm’s finance and practice management activities, with the system used by accountants and administrative staff for month end close, billing cycles and regulatory reporting. Governance items centered on establishing accounting controls, approval workflows for payables and receivables, and documented procedures for transaction posting and reconciliations after go live of Intuit Quickbooks Enterprise.
Shepherd & Goldstein LLP Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2021 2021
In 2021 Shepherd & Goldstein LLP deployed Zoom for Audio Video and Web Conferencing on its public website to support client-facing meetings and remote consultations. The implementation embeds Zoom meeting endpoints on the firm website and centralizes meeting hosting through Zoom cloud services for the firm's 30 employees in the United States, covering attorneys and support staff for client intake, consultations, and internal collaboration. The Zoom deployment leverages core Audio Video and Web Conferencing capabilities, including meeting hosting, video and audio conferencing, screen sharing, and recording, configured under a firm-administered Zoom account. Governance is managed at the firm level with centralized account administration and user provisioning to control access and meeting configuration, and Shepherd & Goldstein LLP Zoom Audio Video and Web Conferencing supports client communications and internal collaboration workflows through a web-embedded conferencing layer.
Shepherd & Goldstein LLP eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WooCommerce eCommerce eCommerce n/a 2021 2021
In 2021, Shepherd & Goldstein LLP deployed WooCommerce on its website using Automattic's WooCommerce offering. The deployment positioned WooCommerce as the firm’s primary eCommerce component for client-facing transactions, providing standard online storefront capabilities including product cataloging, checkout workflows, payment processing hooks, order capture, and reporting. As a 30-person firm in the Banking and Financial Services sector, the implementation emphasized a site-level, plugin-based architecture rather than a multi-tenant enterprise storefront. Configuration work focused on core WooCommerce modules, theme integration, tax and pricing settings, and administrative workflows for order management and invoicing. Governance was administered through website user roles, plugin update and security management, and centralized site administration, with the Automattic WooCommerce plugin and WordPress serving as the operational backbone for eCommerce functionality.
Shepherd & Goldstein LLP IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2021 2021
Shepherd & Goldstein LLP CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2018 2018

IT Decision Makers and Key Stakeholders at Shepherd & Goldstein LLP

First Name Last Name Title Function Department Email Phone
CM&AA, CPA, MST Managing Partner Manager Finance
CPA CXO Finance
CPA-Partner Manager Finance
Show All Contacts

Apps Being Evaluated by Shepherd & Goldstein LLP Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Shepherd & Goldstein LLP IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Shepherd & Goldstein LLP digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Shepherd & Goldstein LLP Technographics
Shepherd & Goldstein LLP is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $3.0 million.
Shepherd & Goldstein LLP operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Zoom and WooCommerce, covering areas like ERP Financial, Audio Video and Web Conferencing and eCommerce.
Shepherd & Goldstein LLP has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Zoom Video Communications and Automattic.
Shepherd & Goldstein LLP recently adopted applications including Zoom in 2021, WooCommerce 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 Shepherd & Goldstein LLP’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Shepherd & Goldstein 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 Shepherd & Goldstein LLP technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.