Gig Harbor, 98335, WA,
United States
Threshold Group Technographics
Threshold Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Threshold Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 Threshold 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 Threshold Group has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2008, Microsoft 365 for Collaboration in 2015, Hubspot CRM for CRM in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Threshold Group is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , HubSpot 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 Threshold Group revenues, which have grown to $30.0 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 Threshold 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.
Threshold Group Tech Stack and Enterprise Applications
Threshold Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2008 | 2008 |
In 2008 Threshold Group implemented Intuit Quickbooks Enterprise as its ERP Financial system. The Intuit Quickbooks Enterprise deployment centralized core accounting functions for the 70-employee professional services firm, and was configured for general ledger, accounts payable, accounts receivable, billing, and financial reporting. Configuration emphasized project-aware billing and revenue recognition workflows typical of professional services, with Intuit Quickbooks Enterprise serving as the authoritative financial ledger.
Operationally the ERP Financial implementation supported Threshold Group finance, accounting, and project billing teams within the United States. Governance practices established during rollout included a standardized chart of accounts, role-based access and permissioning, month-end close procedures, and audit trail controls to support compliance and billing accuracy. Process alignment focused on integrating financial workflows with project accounting and client billing cycles to ensure consistency of ledgers and invoicing across the firm.
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Threshold 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, Threshold Group implemented Microsoft 365. The deployment established a Microsoft 365 tenant to deliver core Collaboration capabilities for a 70-person professional services firm based in the United States. Microsoft 365 is used both for internal productivity and as part of the company's public website presence.
Microsoft 365 components such as Exchange Online for email, SharePoint Online for document management, Teams for synchronous collaboration, and OneDrive for endpoint file sync were configured to support typical Collaboration workflows. Configuration focused on mailbox provisioning, SharePoint site architecture for client deliverables, Teams channels for engagement, and OneDrive for personal file storage.
The implementation surfaces Microsoft 365 content on the corporate website, indicating web-facing integration for content publication and communications driven through Microsoft 365-managed assets. Operational coverage spans core business functions including client delivery teams, marketing, and corporate administration, with user provisioning and access controls applied firmwide.
Governance includes tenant-level account management, role-based access, and document lifecycle policies aligned to professional services information handling practices. Threshold Group Microsoft 365 Collaboration supports firmwide collaboration and client delivery workflows, with standard Microsoft 365 administration and security configurations driving ongoing operations.
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Threshold Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2017 | 2017 |
In 2017, Threshold Group implemented HubSpot CRM. The deployment used the HubSpot CRM cloud platform to centralize contact and deal records for the 70-person professional services firm in the United States, establishing HubSpot CRM as the primary system for sales and marketing business functions.
Configuration emphasized canonical contact records, staged deal pipelines, and standard CRM workflows including task automation and activity logging. The company embedded HubSpot on their website to capture inbound leads through hosted forms and to map web-submitted contacts and behavioral touchpoints into CRM properties. Email sequencing and basic sales automation were set up to support pipeline progression and lead qualification consistent with CRM functional patterns.
Operational ownership was organized across marketing and client-facing sales teams, with governance defined around centralized data fields, lead assignment rules, and pipeline stage definitions to preserve CRM data hygiene. The implementation aligned with cloud SaaS architecture for HubSpot CRM, enabling role-based access controls and audit trails while avoiding on-premise infrastructure. The scope of use is company-wide within Threshold Group, focused on sales pipeline management and inbound lead handling.
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Marketing Automation | CRM |
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2017 | 2017 |
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Threshold Group PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2015 | 2015 |
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Threshold 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Threshold Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Director of Finance | Director | Finance | ||||
| Director of Technology | Director | IT | ||||
| Senior Accountant | Manager | Finance | ||||
| President | CXO | Finance |
Apps Being Evaluated by Threshold Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||