Bakersfield, 93308, CA,
United States
Wallace & Smith Technographics
Wallace & Smith Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wallace & Smith and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 Wallace & Smith employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wallace & Smith has purchased the following applications: Sage Estimating for Construction Estimating in 2004, Automattic Jetpack CRM for CRM in 2014, Procore Platform for Project Portfolio Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wallace & Smith is running and its propensity to invest more and deepen its relationship with Sage , Automattic , Intuit 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 Wallace & Smith revenues, which have grown to $15.0 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 Wallace & Smith 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.
Wallace & Smith Tech Stack and Enterprise Applications
Wallace & Smith ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Estimating | Construction Estimating | ERP Services and Operations | n/a | 2004 | 2004 |
In 2004, Wallace & Smith implemented Sage Estimating to support its Construction Estimating function across the firm. The deployment targeted core estimating and bid administration activities for this United States based construction and real estate firm, aligning software use with plan reproduction, bid package creation, transmitting addenda, and RFI creation workflows.
Sage Estimating was configured to standardize quantity takeoff processes, assembly and unit pricing structures, and estimate templates used by the estimating group. The implementation emphasized integration of estimator outputs with Microsoft Office products, producing detailed Excel and Word deliverables and using email for bid transmittal and addenda distribution, while maintaining estimate detail and documentation within the Sage Estimating environment.
Operational coverage included the estimating team, bid administration and office administrative staff, with downstream visibility for project managers and procurement teams responsible for subcontractor relationships. The system supported functional workflows for plan review, bid package assembly, and formal transmission of addenda and change communications, reflecting the firm level practices of plan reading, analytical estimate judgment, and document control.
Governance and process changes focused on standardizing bid administration procedures and embedding checklist based workflows for plan distribution and RFI generation. Training and role alignment emphasized blueprint interpretation, attention to detail, time management, and long term subcontractor relationship tracking to ensure consistent use of Sage Estimating for Construction Estimating and bid execution.
|
Wallace & Smith CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2014 | 2014 |
In 2014, Wallace & Smith implemented Automattic Jetpack CRM on their website. Automattic Jetpack CRM is deployed to deliver CRM capabilities in the CRM category and to centralize customer and project contacts for Wallace & Smith. The application is embedded in the company WordPress site and provides on the site contact management, lead capture through web forms, customer profiles and activity timelines. These modules align with common CRM functional workflows such as contact consolidation, segmentation and activity tracking.
Operational coverage is the Wallace & Smith website, supporting sales, marketing and customer service workflows across the company. Deployment architecture is web hosted through the site content management system, with configuration and data stored within the application instance on the site, enabling a centralized contact repository. Integrations with site forms and email handling are used for lead capture and communication workflows, consistent with CRM category practices. Governance is managed through site administration controls and CRM user roles, with configuration maintained alongside site content and forms.
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
Wallace & Smith PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Procore Technologies, Inc. | Legacy | Procore Platform | Project Portfolio Management | PPM | n/a | 2020 | 2020 |
In 2020 Wallace & Smith implemented Procore Platform as its Project Portfolio Management solution and exposed core project capabilities on their public website. The Procore Platform is used to centralize project documentation and construct portfolio oversight, aligning construction delivery workflows with corporate project governance for a mid sized construction and real estate firm.
The implementation focused on modules common to Project Portfolio Management, configured for document management, drawings control, submittals and request for information workflows, project financial tracking and scheduling. Procore Platform was configured to support role based access and approval routing to mirror field to office handoffs and to automate standard construction collaboration processes.
Operational coverage targets project teams, estimating, operations and finance functions within the company, with the Procore Platform surfaced on the Wallace & Smith website to provide client facing project visibility and document access. Governance centered on centralized project controls, standardized workflows and permissioned user roles to ensure consistent portfolio level reporting and controlled collaboration across projects.
|
|
|
|
|
Project Portfolio Management | PPM |
|
2004 | 2004 |
|
Wallace & Smith CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at Wallace & Smith
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Owner | CXO | Finance | ||||
| VP Operations/ Partner | VP | Operations | ||||
| Project Superintendent | Manager | Finance | ||||
| Project Manager | Manager | Finance |
Apps Being Evaluated by Wallace & Smith Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||