Lake Zurich, 60047, IL,
United States
Smalley Technographics
Smalley Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Smalley and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Smalley employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Smalley has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Lucky Orange for Marketing Analytics in 2017, AT&T Personal Cloud for Application Hosting and Computing Services in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Smalley is running and its propensity to invest more and deepen its relationship with Intuit , Lucky Orange , Salesforce 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 Smalley revenues, which have grown to $18.0 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 Smalley 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.
Smalley Tech Stack and Enterprise Applications
Smalley ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Smalley implemented Intuit Quickbooks Enterprise as its ERP Financial solution for the company based in the United States. The deployment centralized primary accounting functions for the finance organization, positioning Intuit Quickbooks Enterprise as the system of record for general ledger, accounts payable, accounts receivable, and financial reporting.
Configuration work focused on core financial modules, chart of accounts standardization, and reporting automation consistent with ERP Financial practices. The implementation emphasized configurable financial reporting, automated journal entry workflows, and Excel-friendly exports and imports to support existing analyst and reconciliations processes.
Deployment architecture used a centralized QuickBooks Enterprise server model with desktop clients across finance and accounting users, enabling multiuser transaction processing and consolidated reporting. Operational coverage included billing, collections, payables, month end close, and operational financial reporting for corporate finance teams.
Governance priorities included formalizing month end close procedures, standard operating procedures for accounts payable and receivable, and role-based access controls within Intuit Quickbooks Enterprise. The project leveraged internal expertise in MS Excel and staff familiarity with QuickBooks, alongside experience with AS400 and Safe FAS for data mapping and import activities during configuration and go live.
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Smalley CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Lucky Orange | Legacy | Lucky Orange | Marketing Analytics | CRM | n/a | 2017 | 2017 |
In 2017, Smalley implemented Lucky Orange on their website. Lucky Orange was established as Smalley’s Marketing Analytics solution to capture visitor behavior and support web optimization work.
The deployment used the vendor’s client side script embedded across site pages to enable core Marketing Analytics capabilities, including session replay, heatmaps, form analytics, and conversion funnel tracking. Lucky Orange was configured to record interaction data and aggregate behavioral signals for analysis by digital teams.
At a 150 employee professional services firm based in the United States, the implementation targeted marketing and digital operations, providing usability and conversion insights to inform content and campaign decisions. The operational scope focused on web property instrumentation and analysis rather than backend enterprise systems.
Governance emphasized instrumentation standards and consent aware session recording, with captured insights routed into marketing and product workflows for issue prioritization and remediation. Configuration and usage centered on continuous behavioral monitoring and iterative UX improvement rather than system level integrations.
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Marketing Automation | CRM |
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2016 | 2016 |
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Smalley IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| AT&T | Legacy | AT&T Personal Cloud | Application Hosting and Computing Services | IaaS | n/a | 2016 | 2016 |
In 2016, Smalley deployed AT&T Personal Cloud to host its public website. The AT&T Personal Cloud implementation serves as Smalley’s Application Hosting and Computing Services layer for web content delivery and site compute needs, and the application name AT&T Personal Cloud is referenced directly in Smalley’s website source. The deployment is oriented around hosting website assets and routing web traffic to provisioned compute and storage resources under the Application Hosting and Computing Services model.
The implementation’s operational scope is the corporate website, impacting marketing and customer-facing communications functions and consolidating site hosting under a single Application Hosting and Computing Services platform. Configuration work likely included provisioning virtual compute, object storage for site assets, and standard hosting configurations such as DNS and SSL, consistent with Application Hosting and Computing Services best practices. Governance centered on centralized hosting controls and a content publication workflow managed by the web team to control releases and updates.
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Smalley 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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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Smalley
Apps Being Evaluated by Smalley Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-02-18 | Smalley | Evaluated | Check Point Software | Check Point Harmony | Endpoint Detection and Response (EDR) | CyberSecurity |