York, 17402, PA,
United States
Stambaugh Ness Technographics
Stambaugh Ness Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Stambaugh Ness and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Stambaugh Ness employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Stambaugh Ness has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Loxo Outreach for Candidate Relationship Management in 2021, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Stambaugh Ness is running and its propensity to invest more and deepen its relationship with Intuit , PayPal , Loxo 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 Stambaugh Ness revenues, which have grown to $16.0 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 Stambaugh Ness 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.
Stambaugh Ness Tech Stack and Enterprise Applications
Stambaugh Ness 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 Stambaugh Ness implemented Intuit Quickbooks Enterprise to support ERP Financial business functions across its professional services practice. The deployment targeted corporate accounting, client accounting engagements tied to property management clients, and decision support workflows used by the firm’s accounting team of approximately 150 employees.
Configuration focused on core financial modules typical of the ERP Financial category, including general ledger, accounts payable, accounts receivable, bank reconciliation, job costing and financial reporting templates. Intuit Quickbooks Enterprise was configured with a firm-specific chart of accounts and reporting structures to support detailed transaction analysis and consolidated client deliverables.
Operational use emphasized tight Excel interoperability, with recurring exports and spreadsheet-based analysis to enable transaction analysis and managerial reporting, reflecting the firm requirement for in-depth Excel and QuickBooks skills. The application was used primarily by the central accounting group and client accounting teams supporting property management engagements and comparable public accounting services.
Governance centered on formalizing month end close procedures, standardized transaction review and centralized recordkeeping to improve control and consistency across client accounts. Hiring and role expectations documented during rollout emphasized strong communication, organization and transaction analysis skills as part of the operating model for the Intuit Quickbooks Enterprise ERP Financial implementation.
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Payment Processing | ERP |
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2021 | 2021 |
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Stambaugh Ness HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Loxo | Legacy | Loxo Outreach | Candidate Relationship Management | HCM | n/a | 2021 | 2021 |
In 2021, Stambaugh Ness implemented Loxo Outreach for Candidate Relationship Management. The firm has embedded Loxo Outreach on its public website to capture candidate interest and manage inbound talent engagement, and the deployment is centered on the recruiting and talent acquisition functions within the organization. Loxo Outreach on the site serves as the primary candidate entry point and front-line engagement tool for recruiters at Stambaugh Ness.
Loxo Outreach is configured as a web-embedded candidate relationship layer, providing candidate capture from career pages, profile and contact management, talent pooling, and automated outreach sequencing consistent with Candidate Relationship Management platforms. The implementation focuses on standardizing outreach cadences and candidate status workflows, centralizing engagement activities for the recruiting team, and surfacing candidate profiles and outreach history directly from the website interface.
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Stambaugh Ness Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Stambaugh Ness implemented Microsoft 365 and their public website indicates active Microsoft 365 usage. Stambaugh Ness Microsoft 365 Collaboration supports core professional services business functions including client engagement, document management, and internal communications, providing a foundation for firmwide productivity and client-facing correspondence.
The deployment aligns with a cloud-first Microsoft 365 tenant model and commonly provisioned functional modules include Exchange Online email, SharePoint Online sites for document collaboration, Microsoft Teams for real time communications, OneDrive for personal file sync, and Office desktop and web applications. Operational scope covers practice delivery teams, business operations, marketing and administrative staff, with tenant-level governance, role-based user provisioning and centralized administration expected for a 150 employee professional services firm. Integrations and operational flows described on the site point to identity and directory services, email routing and Office document workflows that support project collaboration and public-facing content, while governance activity centers on policy enforcement and account lifecycle management within the Collaboration category.
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Stambaugh Ness eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2021 | 2021 |
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Stambaugh Ness PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Stambaugh Ness 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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2014 | 2014 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Stambaugh Ness CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Application Firewalls (WAF), DDoS Protection | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Stambaugh Ness
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President & CEO | CXO | Finance | ||||
| Chief Financial Officer | CXO | Finance | ||||
| Principal | Director | Finance | ||||
| Principal | Director | Finance |
Apps Being Evaluated by Stambaugh Ness Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||