Sherpa LLC
1001 Morehead Square Dr Suite 600.,
Charlotte, 28203, NC,
United States
Charlotte, 28203, NC,
United States
1 704-374-0001
Professional Services
Sherpa LLC Technographics
Sherpa LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sherpa LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Sherpa LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sherpa LLC has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Bullhorn Applicant Tracking System and CRM for Applicant Tracking System, Candidate Relationship Management in 2018, Hubspot Live Chat for Chatbots and Conversational AI in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sherpa LLC is running and its propensity to invest more and deepen its relationship with Oracle , Sage , Bullhorn 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 Sherpa LLC revenues, which have grown to $33.0 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 Sherpa LLC 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.
Sherpa LLC Tech Stack and Enterprise Applications
Sherpa LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015 Sherpa LLC implemented Oracle NetSuite ERP for its finance and accounting operations. The deployment focused on consolidating transactional finance workflows for the United States based professional services firm of roughly 300 employees, positioning Oracle NetSuite ERP as the core ERP Financial platform for corporate accounting and billing processes.
The implementation configured standard ERP Financial modules including general ledger, accounts payable, accounts receivable, cash management, fixed assets and financial reporting within Oracle NetSuite ERP, and established a standardized chart of accounts and period close workflows. Role based access controls, automated journal posting and reconciliation routines were put in place to support project billing and corporate accounting teams. Governance emphasized centralized financial process ownership, staged rollouts by finance function, and formal change control for configuration updates, delivering a unified financial operations environment and executive reporting capabilities.
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ERP Financial | ERP |
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2018 | 2018 |
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Sherpa LLC HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bullhorn | Legacy | Bullhorn Applicant Tracking System and CRM | Applicant Tracking System, Candidate Relationship Management | HCM | n/a | 2018 | 2018 |
In 2018, Sherpa LLC deployed Bullhorn Applicant Tracking System and CRM on its public website, establishing a centralized platform for external candidate capture and recruitment workflow. The Bullhorn Applicant Tracking System and CRM provides Applicant Tracking System,Candidate Relationship Management capabilities that support sourcing, applicant tracking, candidate engagement, and pipeline management for recruiting and HR functions operating in the United States.
Configuration work focused on core ATS and CRM functional modules, including job posting and candidate capture from the careers site, resume parsing and profile consolidation, configurable pipeline stages, interview scheduling, and candidate relationship workflows. Operational governance emphasized centralized recruiting process definitions and role based access to candidate records, with the application acting as the primary system of record for talent data while interfacing with the corporate website for job distribution and candidate intake and supporting standard communication workflows such as email and calendar scheduling.
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Recruiting | HCM |
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2021 | 2021 |
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Sherpa LLC AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Sherpa LLC implemented Hubspot Live Chat on its public website, deploying a Chatbots and Conversational AI capability to support website-based customer engagement and lead capture. The Hubspot Live Chat implementation is positioned as the primary conversational interface for inbound client inquiries and marketing-driven engagement on the corporate site.
The deployment focused on the core conversational modules common to Chatbots and Conversational AI offerings, including an embedded chat widget, scripted chatflows and canned responses, visitor targeting rules, and a shared conversation inbox for agents. Configuration work centered on message templates, automated greeting triggers, and form-driven contact capture to qualify leads within conversations, consistent with Hubspot Live Chat functional workflows.
Operational ownership was aligned with marketing and sales users who manage incoming chat traffic, triage conversations, and route higher value inquiries to sales follow-up. Governance included centralized inbox management and template controls to ensure consistent responses, with agent training and documented handoff procedures to coordinate conversational workflows across client-facing teams.
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Sherpa LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2018 | 2018 |
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Sherpa LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sherpa LLC 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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2013 | 2013 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Sherpa LLC
| First Name | Last Name | Title | Function | Department | Phone | |
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Managing Director & Owner | Director | Finance | |
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Vice President Technology and Project Management Services | VP | IT | |
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VP-Accounting, Finance & HR Services | VP | HR | |
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Accounting Analyst | Manager | Finance | |
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Account Manager FinancialConsulting | Manager | Finance | |
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Apps Being Evaluated by Sherpa LLC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sherpa LLC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sherpa LLC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Sherpa LLC Technographics
Sherpa LLC is a Professional Services organization based in United States,
with around 300 employees and annual revenues of $33.0 million.
Sherpa LLC operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Bullhorn Applicant Tracking System and CRM and Hubspot Live Chat,
covering areas like ERP Financial, Applicant Tracking System, Candidate Relationship Management and Chatbots and Conversational AI.
Sherpa LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Bullhorn and HubSpot.
Sherpa LLC recently adopted applications including
Bullhorn Herefish in 2021, Hubspot Marketing Automation in 2021 and Hubspot Live Chat in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sherpa LLC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Sherpa LLC’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 Sherpa LLC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.