Dallas, 75247-3504, TX,
United States
Stan Roberts & Associates Technographics
Stan Roberts & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Stan Roberts & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Stan Roberts & Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Stan Roberts & Associates has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, Microsoft 365 for Collaboration in 2019, Automattic Jetpack CRM for CRM in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Stan Roberts & Associates is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Automattic 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 Stan Roberts & Associates revenues, which have grown to $3.0 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 Stan Roberts & Associates 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.
Stan Roberts & Associates Tech Stack and Enterprise Applications
Stan Roberts & Associates ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2013 | 2013 |
In 2013, Stan Roberts & Associates implemented Oracle NetSuite ERP to centralize its ERP Financial operations. The small communications firm, operating in the United States with about 20 employees, adopted Oracle NetSuite ERP as a cloud delivered financial management platform to consolidate accounting and billing functions.
Configuration focused on core financial modules including general ledger, accounts payable, accounts receivable, billing and revenue recognition, bank reconciliation and financial reporting. The Oracle NetSuite ERP deployment included chart of accounts redesign, period close workflows, invoicing automation and role based permissions to support accounting and finance users.
Operational scope covered the finance and accounting function and extended to billing workflows supporting customer invoicing and cash application. Governance emphasized standardized month end close procedures, system led audit trails and centralized master data controls, delivered through a phased adoption and training plan to align process changes across the organization.
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Stan Roberts & Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Stan Roberts & Associates implemented Microsoft 365 as its primary Collaboration platform for the 20-person communications firm. The deployment established a cloud tenant to provision user accounts and email, centralize team collaboration, and manage document storage at the organization level, positioning Microsoft 365 for company-wide collaboration workflows.
The implementation includes core Microsoft 365 capabilities such as Exchange Online for email, Microsoft Teams for synchronous collaboration and channels, SharePoint Online for intranet and document libraries, OneDrive for personal file sync, and Microsoft 365 Apps for Office productivity. Configuration signals on public assets indicate use of standard tenant constructs including shared mailboxes, team sites and channel structures, and centralized administration through the Microsoft 365 admin center and Azure Active Directory for identity and access control.
Public website references showing Microsoft 365 usage suggest the tenant supports internal communications, client-facing content collaboration, and administrative workflows across the organization. Governance and operational control are expressed through tenant-level administration, role-based access and centralized policy settings in Microsoft 365, aligning the application to core business functions including communications, project collaboration, and document management.
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Stan Roberts & Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021, Stan Roberts & Associates implemented Automattic Jetpack CRM as its primary CRM on the company website. The deployment is a site-embedded installation of Automattic Jetpack CRM connected to the firm’s WordPress presence, providing centralized contact capture, unified contact records, and basic sales pipeline tracking appropriate for a 20 employee communications firm.
Configuration emphasized contact management, activity logging, segmentation, and email list management using Automattic Jetpack CRM standard modules for CRM workflows. Operational coverage spans sales, marketing, and client services, with governance implemented through admin role controls and single-site access settings, and data flows originating from website forms into the CRM.
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Stan Roberts & Associates 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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2019 | 2019 |
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Stan Roberts & Associates CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Stan Roberts & Associates
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President | CXO | Finance | ||||
| VP Operations | VP | Operations | ||||
| Outside Sales Executive | CXO | Sales |
Apps Being Evaluated by Stan Roberts & Associates Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||