Shorenstein
Russ Building 235 Montgomery Street, 16th Floor,
San Francisco, 94104, CA,
United States
San Francisco, 94104, CA,
United States
1 415-772-7000
Construction and Real Estate
Shorenstein Technographics
Shorenstein Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Shorenstein and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Shorenstein employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Shorenstein has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2012, Yardi Voyager for Real Estate Property Management in 2015, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Shorenstein is running and its propensity to invest more and deepen its relationship with Oracle , Yardi , Microsoft 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 Shorenstein revenues, which have grown to $50.0 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 Shorenstein 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.
Shorenstein Tech Stack and Enterprise Applications
Shorenstein ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2012 | 2012 |
In 2012, Shorenstein implemented Oracle NetSuite ERP to centralize core finance and payroll workflows. Oracle NetSuite ERP was configured to address ERP Financial requirements across general ledger, accounts payable, accounts receivable, payroll interfacing, benefits accounting, and expense reimbursement processing.
The implementation included configuration of general ledger structures and accrual posting routines, payroll interface mappings, and reimbursement processing inside NetSuite. Functional coverage aligned to ERP Financial practices, including payroll expense recognition, commission processing, and benefits administration workflows, with report generation supported via Report Writer.
Integrations were explicitly maintained with ADP for full cycle payroll processing, supporting bi weekly, semi monthly, and monthly payroll runs for up to 1,700 employees, and with Great Plains for posting reconciled payroll benefits and accrual journal entries into the GL account for month end closing. Operational ownership spanned finance, payroll, and HR functions, with NetSuite serving as the system of record for reimbursements and selected payroll related transactions.
Governance and month end process work included reconciliation and posting of payroll benefits and accruals into the general ledger via Great Plains, and ad hoc support for A/P and A/R activities within the finance department. Day to day operational procedures emphasized consistent close cadence, payroll interface controls, and benefits administration workflows under the ERP Financial instance of Oracle NetSuite ERP.
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Shorenstein ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Yardi | Legacy | Yardi Voyager | Real Estate Property Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 Shorenstein Properties implemented Yardi Voyager 7S to centralize asset, finance and budget information on a cloud-based Real Estate Property Management platform. The deployment of Yardi Voyager emphasized a software as a service architecture that is mobile-enabled, tablet-compatible and browser-based, enabling access to fund, property and lease data across the organization.
The Yardi Voyager deployment incorporated multiple Yardi modules to support end to end operations. Yardi Investment Management was used to automate investment accounting, performance measurement and investor reporting while providing compliance monitoring and business intelligence. Yardi Procure to Pay was configured to scan invoices into electronic transactions and automate approval workflows through to vendor payment, and Yardi Construction Management was used to track construction job costs against budgets for improved cost control.
Operational coverage extended across finance, asset management, procurement, construction and investor relations functions, supporting more than a thousand combined funds, entities, properties and investors managed by Shorenstein. The implementation removed manual data consolidation into separate systems and spreadsheets, enabling automated preparation of reports and monthly investor distributions and placing asset information from an entire fund down to individual leases at employee fingertips.
Governance and process changes centered on a single stack approach that automated approval workflows and investor reporting cycles, reducing reliance on discrete point solutions. Outcomes reported by Shorenstein included faster compilation of investor information, improved investor relations and lower IT costs, with the platform also positioned to reduce errors and operational risk through integrated data and automated processes.
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Shorenstein Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Shorenstein implemented Microsoft 365 as its primary Collaboration platform, a capability the company references on its public website. This deployment establishes a cloud-hosted collaboration foundation for Shorenstein's 300 employee real estate and construction operations in the United States.
The Microsoft 365 implementation aligns with standard Collaboration capabilities, using Exchange Online for email, SharePoint Online for intranet and content services, Microsoft Teams for real-time communication, and OneDrive for file sync and sharing to support document management, version control, and team workspaces. Configuration patterns are consistent with tenant-level administration, license provisioning, and security baselines commonly applied to Microsoft 365 deployments.
Operational coverage centers on corporate business functions including corporate communications, leasing, property operations, finance, and administrative teams, with governance focused on tenant administration, role based access controls, information classification, and retention policies. Shorenstein Microsoft 365 Collaboration supports core corporate communication and document workflows across the organization.
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Shorenstein Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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Shorenstein CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Shorenstein EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Environmental, Social, and Governance (ESG) | EPM |
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2018 | 2018 |
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Shorenstein ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2020 | 2020 |
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Shorenstein TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Treasury Management | TRM |
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2020 | 2021 |
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Shorenstein 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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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Shorenstein
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Information Officer / SVP | CXO | IT | |
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Chief Investment Officer | CXO | Investment | |
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Chief Administrative Officer | CXO | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Assistant Controller | Director | Finance | |
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Financial Systems Administrator | Manager | IT | |
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Apps Being Evaluated by Shorenstein Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Shorenstein IT executives and key decision makers. This section highlights Shorenstein's latest recorded technology evaluations, including Harbor Flex for Lease Management on 2025-08-26. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Shorenstein digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-08-26 | Shorenstein | Evaluated | Lease Harbor | Harbor Flex | Lease Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Shorenstein Technographics
Shorenstein is a Construction and Real Estate organization based in United States,
with around 300 employees and annual revenues of $50.0 million.
Shorenstein operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Yardi Voyager and Microsoft 365,
covering areas like ERP Financial, Real Estate Property Management and Collaboration.
Shorenstein has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Yardi and Microsoft.
Shorenstein recently adopted applications including
DocuSign eSignature in 2021, SendinBlue in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Shorenstein’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Shorenstein’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 Shorenstein technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.