Lakewood, 80228, CO,
United States
Smith & Associates PC Technographics
Smith & Associates PC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Smith & Associates PC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Smith & Associates PC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Smith & Associates PC has purchased the following applications: BILL Financial Operations Platform for AP Automation, AR Automation in 2020, Intuit Mailchimp for Marketing Automation in 2013, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Smith & Associates PC is running and its propensity to invest more and deepen its relationship with BILL Operations , Oracle , Intuit 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 Smith & Associates PC revenues, which have grown to $1.0 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 Smith & Associates PC 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.
Smith & Associates PC Tech Stack and Enterprise Applications
Smith & Associates PC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BILL Operations | Legacy | BILL Financial Operations Platform | AP Automation, AR Automation | ERP | n/a | 2020 | 2020 |
In 2020, Smith & Associates PC implemented the BILL Financial Operations Platform and Bill.com is present on the company website as the vendor payment and billing interface. The deployment used the cloud delivered BILL Financial Operations Platform to centralize invoice intake, payment initiation, and receivables collection, consistent with AP Automation,AR Automation use for a small business in the United States. Scope emphasized finance and operations staff access to web based dashboards and vendor facing payment pages.
Configured modules included invoice capture, approval routing, vendor payment execution, and receivables automation, reflecting standard AP Automation,AR Automation functional workflows. The BILL Financial Operations Platform was set up with role based access controls, automated approval workflows, and consolidated vendor payment scheduling, while hosted payment pages handled external payor interactions. Governance changes focused on centralizing billing and payment orchestration and formalizing approval flows across accounts payable and accounts receivable to align finance and operations functions under a single cloud platform.
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ERP Financial | ERP |
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2013 | 2013 |
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Smith & Associates PC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2013 | 2013 |
In 2013, Smith & Associates PC implemented Intuit Mailchimp on its public website. Intuit Mailchimp, classified as Marketing Automation, is used to manage email campaigns, subscriber lists, template-driven messaging, and embedded signup forms that capture website leads for the communications function.
The deployment reflects a small business SaaS footprint, with Intuit Mailchimp operated as a cloud-hosted application and administered by internal staff for campaign creation, scheduling, and audience management. Configuration focuses on list segmentation, template libraries, basic automation workflows such as welcome sequences and autoresponders, and on-site form embedding for subscriber capture, with governance centered on a primary administrator account and standard consent and list hygiene practices.
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Smith & Associates PC IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2020 | 2020 |
In 2020, Smith & Associates PC implemented Microsoft Azure Cloud Services to host its public website and externally facing web applications. The deployment uses Microsoft Azure Cloud Services as an Application Hosting and Computing Services platform to centralize web hosting, managed compute, and cloud storage for the firm’s communications footprint on its website.
The implementation is scoped to the company website and related client communications functions, leveraging platform-managed compute and object storage alongside content delivery and certificate based HTTPS serving typical of Application Hosting and Computing Services. Operational ownership is retained internally by the small IT footprint, with configuration focused on site hosting, domain resolution, and cloud resource provisioning, and Microsoft Azure Cloud Services is the primary infrastructure provider for these web and compute needs.
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Smith & Associates PC 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Smith & Associates PC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Managing Partner | Manager | Finance | ||||
| President & Owner | CXO | Finance | ||||
| Staff Accountant | Manager | Finance |
Apps Being Evaluated by Smith & Associates PC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||