Eastlake, 80614, CO,
United States
Carlson Associates Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Carlson Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 11 Carlson Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Carlson Associates has purchased the following applications: Stripe Payments for Payment Processing in 2020, Mineral Intelligence for HR Compliance in 2020, Microsoft 365 for Collaboration 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 Carlson Associates is running and its propensity to invest more and deepen its relationship with Stripe , Mineral , 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 Carlson Associates revenues, which have grown to $2.0 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 Carlson Associates 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stripe | Legacy | Stripe Payments | Payment Processing | ERP Financial Management | n/a | 2020 | 2020 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mineral | Legacy | Mineral Intelligence | HR Compliance | HCM | n/a | 2020 | 2020 |
In 2020, Carlson & Associates deployed Mineral Intelligence to strengthen HR Compliance across the agency, using the full Mineral Intelligence application to provision handbook, library, and training capabilities. The implementation centered on Smart Employee Handbook features, a curated HR Compliance Library, and client-facing training modules delivered through Mineral Intelligence, supporting both internal HR operations and client advisory services.
Rollout occurred in mid-2020 and targeted HR and compliance operations across the Pacific Northwest, focused on agency HR teams and client-facing service delivery. Configuration emphasized centralized handbook authoring and publishing workflows, a curated compliance policy library tuned for regional rules, and standardized training distribution for clients, reflecting core HR Compliance functional workflows.
Governance changes included standardizing handbook approval and maintenance processes and embedding library updates into routine client advisories and service offerings. The case study reports that the Mineral Intelligence deployment produced measurable client retention and reduced outsourced HR costs while helping Carlson & Associates differentiate its client offering.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
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Collaboration | Collaboration |
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2019 | 2019 |
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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 |
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2024 | 2024 |
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Web Content Management | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Tag Management | CRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2023 | 2023 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Domain Name System (DNS) | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2019 | 2019 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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