Evanston, 60201, IL,
United States
The Evanston Group Technographics
The Evanston Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Evanston Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 The Evanston Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Evanston Group has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2015, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement 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 The Evanston Group is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , 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 The Evanston Group revenues, which have grown to $5.0 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 The Evanston Group 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.
The Evanston Group Tech Stack and Enterprise Applications
The Evanston Group 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, The Evanston Group implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize accounting and payroll operations for a fifty employee life sciences firm. The deployment focused on core ERP Financial capabilities, including general ledger, accounts payable, accounts receivable, billing and financial reporting, with a payroll interface layered into the bookkeeping workflows. Intuit Quickbooks Enterprise was provisioned to support finance and HR business functions and to scale for the organization size and revenue profile typical of a small life sciences services firm.
Configuration emphasized role based access, a standardized chart of accounts, and month end close workflows to align finance and payroll processes. The implementation integrated Intuit Quickbooks Enterprise with ADP for payroll processing and with Microsoft Excel for reporting extracts and reconciliations, reflecting stated staff proficiency requirements in Quickbooks, ADP and Excel. Governance centered on centralized finance ownership, defined user permissions, and process documentation to support ongoing accounting, payroll and reporting operations under the ERP Financial application.
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The Evanston Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015 The Evanston Group implemented Microsoft 365 for Collaboration. The Evanston Group uses Microsoft 365 on their website and as the companywide collaboration platform for its 50-person life sciences firm.
The deployment centers on Microsoft 365 capabilities including cloud email, document management, and team collaboration, with configuration patterns consistent with Exchange Online for messaging, SharePoint Online and OneDrive for file storage and versioning, and Microsoft Teams for synchronous communication. Microsoft 365 provides centralized workspaces and document collaboration, supporting common collaboration workflows such as shared libraries, document co-authoring, and channel-based team coordination.
Architecturally the environment is a cloud-hosted Microsoft 365 tenant, managed through the Microsoft 365 administration surface and integrated identity and access controls via Azure Active Directory. Operational coverage spans core business functions across the organization, enabling coordinated project work, internal communications, and document governance within the Collaboration category.
Governance is oriented around tenant administration, site and team permission structures, and content access controls typical for Microsoft 365 deployments, with internal rollout and configuration focused on provisioning user accounts, defining team sites, and standardizing document libraries. The narrative reflects a small enterprise implementation of Microsoft 365 where Collaboration is the primary application category supporting day-to-day business functions.
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The Evanston Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021, The Evanston Group implemented Salesforce Sales Cloud as its central customer relationship platform. The Evanston Group deployed Salesforce Sales Cloud on its public website to capture and route inbound interest, establishing the application as the primary Sales Automation,CRM,Sales Engagement solution for commercial activities in the United States.
The implementation focused on standard Sales Cloud capabilities including lead management, opportunity pipeline management, account and contact records, activity tracking, sales engagement workflows, and reporting dashboards. The system is connected to the company website for form-based lead capture and to core email and calendar systems for activity synchronization, and it was configured with role based access, lead assignment rules, and pipeline stages to align with the firm s sales and business development processes. Governance centered on CRM ownership, data entry standards, and staged rollout across the small sales organization to operationalize repeatable workflows and reporting.
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The Evanston Group 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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The Evanston Group 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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2016 | 2016 |
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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 The Evanston Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President, CEO | CXO | Finance | ||||
| COO | CXO | Finance | ||||
| Vice President, Finance and Operations | VP | Finance | ||||
| Business Operations Manager | Manager | Operations |
Apps Being Evaluated by The Evanston Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||