New York, 10011, NY,
United States
The Helm Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by The Helm and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 The Helm 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 Helm has purchased the following applications: Greenhouse ATS for Applicant Tracking System in 2022, Google Workspace (Formerly Google G-Suite) for Collaboration in 2017, Zendesk Service for Customer Support in 2019 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 Helm is running and its propensity to invest more and deepen its relationship with Greenhouse , Google , Zendesk 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 Helm 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 The Helm 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.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2022 | 2022 |
In 2022, The Helm implemented Greenhouse ATS. The Helm implemented Greenhouse ATS, an Applicant Tracking System, to operationalize recruiting and hiring for its 15 person banking and financial services startup in the United States.
The deployment centers on career site integration, with Greenhouse ATS embedded on The Helm website to publish openings and capture candidate applications through the public careers flow. Configuration work focused on standard Applicant Tracking System capabilities, including job requisition posting, candidate pipeline stages, structured interview orchestration, offer workflow management, and role based access for hiring managers and HR coordinators.
Operational scope is concentrated on recruiting and HR functions within The Helm, with the ATS serving as the primary system of record for candidate profiles and interview notes. Implementation includes web based career site widgets and configured email notifications and calendar scheduling workflows typical of Applicant Tracking System deployments, with governance applied through staged hiring workflows and permissioned user roles to centralize application handling and interview coordination.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, The Helm deployed Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The Helm configured Google Workspace to provide cloud-hosted email, calendaring, Drive storage, and real-time document collaboration for its 15-person banking and financial services team. Google Workspace (Formerly Google G-Suite) installation centers on Gmail, Calendar, Drive, Docs, and the Admin console to manage accounts and policies.
Operational coverage includes internal functions such as operations, finance, and customer communication, with Google Workspace accounts tied to the company domain and visible on the company website. Administration is handled through the Google Admin console with domain-based user provisioning, group controls, shared drives and two-step verification to protect email and shared documents. The Helm Google Workspace (Formerly Google G-Suite) Collaboration supports internal communication and document management across the United States.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2019 | 2019 |
In 2019, The Helm implemented Zendesk Service to provide Customer Support embedded on its website. The deployment centralized customer service intake for the 15-employee financial services firm based in the United States.
The implementation emphasized core Zendesk Service capabilities, including ticketing, an embedded web support widget, a Help Center knowledge base, configured ticket forms, macros, triggers and automation for routing and prioritization. Administrators configured email to ticket workflows, view segmentation and role based agent permissions to align support workflows with customer success and operations functions.
Integration work focused on embedding the Zendesk Service web widget and contact forms into the public site to ensure unified case creation and tracking without adding external system integrations. Governance established designated support owners, SLA oriented routing rules and standardized escalation paths, creating a centralized operational model for customer inquiries across support and onboarding functions.
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Supplier Relationship Management | Procurement |
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2019 | 2019 |
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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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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