Atlanta, 30326, GA,
United States
Trimont Real Estate Advisors Technographics
Trimont Real Estate Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Trimont Real Estate Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 190 Trimont Real Estate Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Trimont Real Estate Advisors has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2008, Oracle Taleo Cloud Service for Recruiting, Applicant Tracking System in 2015, Microsoft Power BI for Analytics and BI in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Trimont Real Estate Advisors is running and its propensity to invest more and deepen its relationship with Intuit , Oracle , Microsoft 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 Trimont Real Estate Advisors revenues, which have grown to $20.0 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 Trimont Real Estate Advisors 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.
Trimont Real Estate Advisors Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management | x | 2008 | 2008 |
In 2008, Trimont Real Estate Advisors implemented Intuit Quickbooks Enterprise to support its ERP Financial operations. The deployment positioned Intuit Quickbooks Enterprise as the firm level accounting and financial management platform for the company.
The implementation consolidated core ERP Financial functions into the Intuit Quickbooks Enterprise environment, with configuration focused on general ledger, accounts payable, and accounts receivable workflows. The project expressly migrated check issuance and payables activity that had previously been handled using QuickBooks 2003 and Strategy, and the new configuration covered vendor management and check printing capabilities within Quickbooks Enterprise.
Operational scope centered on accounting and finance teams supporting property level and corporate finance processes, with data migration and chart of accounts rationalization performed as part of the cutover. Process changes included standardized AP approval routing and centralized check issuance controls implemented inside Intuit Quickbooks Enterprise to bring accounting processes into a single ERP Financial system.
Governance adjustments emphasized tighter financial workflow controls and documented procedures for payables and ledger maintenance, with the Intuit Quickbooks Enterprise instance serving as the authoritative system of record for transactional accounting. Ongoing use focused on supporting day to day accounting operations rather than integrations with additional systems.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Taleo Cloud Service | Recruiting, Applicant Tracking System | HCM | n/a | 2015 | 2015 |
In 2015, Trimont Real Estate Advisors deployed Oracle Taleo Cloud Service on its public website to serve as a Recruiting,Applicant Tracking System and to centralize external candidate intake. The deployment placed Oracle Taleo Cloud Service at the front of the hiring funnel, capturing applications from the corporate career page and routing them into a structured applicant tracking environment.
Configuration focused on standard applicant tracking and recruiting workflows typical for Oracle Taleo Cloud Service, including career site integration, job requisition publishing, candidate profile and resume intake, configurable application workflows, and interview coordination capabilities. The implementation emphasized role based access for recruiters and hiring managers, and used configurable screening and qualification rules to standardize candidate routing and status management.
Operational coverage centered on the companys HR and talent acquisition functions, using the website integrated instance to support hiring across Trimont Real Estate Advisors business lines in the United States. Governance features included recruiter and hiring manager permissioning, staged workflow approvals, and career site branding tied to the corporate domain. Oracle Taleo Cloud Service is referenced in the implementation as the primary Recruiting,Applicant Tracking System for external candidate sourcing and applicant lifecycle management.
|
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2022 | 2022 |
In 2022, Trimont Real Estate Advisors implemented Microsoft Power BI as a customer-facing analytics capability. The deployment uses Microsoft Power BI embedded on their website to provide Analytics and BI visualizations, hosted through Power BI service workspaces and delivered as interactive dashboards accessible from the corporate site.
The implementation centers on configured datasets, semantic data models, interactive reports, and role level security to govern access for investor relations and asset management workflows. Governance is organized around centralized report workspaces and scheduled refresh routines to support portfolio analytics and operational reporting, and the Trimont Real Estate Advisors Microsoft Power BI Analytics and BI deployment surfaces web-embedded visualizations for both external and internal stakeholders.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Audio Video and Web Conferencing | Collaboration |
|
2018 | 2018 |
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Audio Video and Web Conferencing | Collaboration |
|
2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Digital Signing | Content Management |
|
2018 | 2018 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
|
2016 | 2016 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Customer Experience | CRM |
|
2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Remote Monitoring and Management | ITSM |
|
2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
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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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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
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Managed Services Provider (MSP)
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Security MSP | Managed Services Provider (MSP) |
|
2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Trimont Real Estate Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Trimont Real Estate Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||