San Fernando, 91340, CA,
United States
T.L. Shield & Associates, Inc Technographics
T.L. Shield & Associates, Inc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by T.L. Shield & Associates, Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 T.L. Shield & Associates, Inc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that T.L. Shield & Associates, Inc has purchased the following applications: Viewpoint Vista for Construction ERP in 2014, ReachLocal Live Chat for Chatbots and Conversational AI in 2016, Constant Contact Email Marketing for Marketing Automation 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 T.L. Shield & Associates, Inc is running and its propensity to invest more and deepen its relationship with Viewpoint Construction , ReachLocal , Blazeo 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 T.L. Shield & Associates, Inc revenues, which have grown to $10.0 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 T.L. Shield & Associates, Inc 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.
T.L. Shield & Associates, Inc Tech Stack and Enterprise Applications
T.L. Shield & Associates, Inc ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Viewpoint Construction | Legacy | Viewpoint Vista | Construction ERP | ERP Services and Operations | n/a | 2014 | 2014 |
In 2014, T.L. Shield & Associates, Inc implemented Viewpoint Vista, adopting the application as its core Construction ERP. Knowledge of Viewpoint Vista was noted as a plus in the hiring context around the implementation.
The deployment focused on core accounting and project controls, leveraging Viewpoint Vista modules for project accounting, job costing, general ledger, payroll, procurement, project management, document management, and mobile field data capture consistent with Construction ERP capabilities. Viewpoint Vista was configured to enforce job-based cost tracking, phase-level budgets, and integrated timesheet capture to support contractor payroll and subcontractor billing workflows.
Operational coverage emphasized finance, estimating, project management, and field operations, aligning project managers and field staff to centralized accounting and cost reporting processes. Workflows were organized around job-centric financials and project lifecycle controls to ensure consistent cost accumulation and contract administration.
Governance and rollout were structured as a phased program with primary system ownership in finance and project controls, supplemented by role-based access and formal change control to separate field and office responsibilities. Configuration prioritized audit trails and document control within Viewpoint Vista to support construction compliance and project-level accountability.
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T.L. Shield & Associates, Inc AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ReachLocal | Legacy | ReachLocal Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2016 | 2016 |
In 2016, T.L. Shield & Associates, Inc implemented ReachLocal Live Chat on its public website to support sales and customer service workflows. The deployment places ReachLocal Live Chat at the front line of visitor engagement, embedded across service and contact pages to capture inbound inquiries and route chats to internal teams, aligning the effort with the Chatbots and Conversational AI category.
Configuration focused on capabilities typical for Chatbots and Conversational AI deployments, including a web chat widget, automated welcome messaging, scripted responses for common construction and real estate questions, live agent handoff, and lead capture forms. The ReachLocal Live Chat setup centralizes session transcripts and canned messaging to improve consistency of responses and to feed captured leads into the company follow up process.
Operational governance is scoped to customer service and sales functions, with site template updates to embed the ReachLocal Live Chat widget and establishment of message templates and response playbooks. For a 50 employee construction and real estate firm this indicates a lightweight, centralized operational model where chat configuration and transcript review are managed by a small group to maintain response standards and lead handling procedures.
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2018 |
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T.L. Shield & Associates, Inc CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constant Contact | Legacy | Constant Contact Email Marketing | Marketing Automation | CRM | n/a | 2016 | 2016 |
In 2016, T.L. Shield & Associates, Inc implemented Constant Contact Email Marketing to centralize website-driven email communications. T.L. Shield & Associates, Inc uses Constant Contact Email Marketing as a cloud-hosted Marketing Automation solution to manage subscriber capture on its website and to run template-based newsletters and campaign sends.
The implementation focuses on contact list management, email template configuration, segmentation and scheduled campaign workflows, with signup forms embedded directly on the company website. Operational ownership rests with the marketing function, which manages content cadence, list hygiene and campaign scheduling within the Constant Contact Email Marketing environment, while deployment remains a SaaS-hosted Marketing Automation footprint integrated into customer-facing web pages.
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T.L. Shield & Associates, Inc 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at T.L. Shield & Associates, Inc
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Area Manager | Manager | Operations | ||||
| Field Operations Manage | CXO | Finance | ||||
| VP of Sales and Operations | VP | Sales |
Apps Being Evaluated by T.L. Shield & Associates, Inc Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||