Case By Source
40 Whitney Road,
Mahwah, 07430, NJ,
United States
Mahwah, 07430, NJ,
United States
1 888-515-5255
Manufacturing
Case By Source Technographics
Case By Source Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Case By Source and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 75 Case By Source employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Case By Source has purchased the following applications: Acumatica Cloud ERP for ERP Financial in 2022, Olark Live Chat for Chatbots and Conversational AI in 2015, 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 Case By Source is running and its propensity to invest more and deepen its relationship with Acumatica , Network Merchants , Olark 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 Case By Source revenues, which have grown to $8.0 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 Case By Source 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.
Case By Source Tech Stack and Enterprise Applications
Case By Source ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Acumatica | Legacy | Acumatica Cloud ERP | ERP Financial | ERP | n/a | 2022 | 2022 |
In 2022, Case By Source implemented Acumatica Cloud ERP as its ERP Financial system. The deployment targeted core finance and operational workflows at the company headquarters in Mahwah, NJ, bringing financials, procurement, inventory and manufacturing planning into a single ERP Financial platform for a 75 person manufacturing organization.
Acumatica Cloud ERP was configured to support explicit supply chain and manufacturing needs, including bill of materials creation, purchase order generation and scheduling, internal work order or RO generation, inventory management across in house, supplier and in transit locations, and planning and scheduling capabilities to support make versus buy decisions. Configuration aligned with the company pricing matrix and quoting process to ensure cost of goods calculations and component-level costing were available in the system.
Operational coverage centered on Supply Chain, Purchasing, Manufacturing and Finance functions, with the Supply Chain Manager designated as the primary process owner for supplier selection, supplier rating, RFQ initiation, expediting and logistics coordination. Governance and workflow controls were established for BOM and sales order closure, stock level and reorder point maintenance, and automated vendor invoicing from vendor warehouses as part of the materials receipt and accounts payable flow. The implementation emphasized standard ERP Financial controls and inventory governance to support supplier contingency planning, cost containment processes, and scheduling discipline without asserting specific measured outcomes.
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Payment Processing | ERP |
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2022 | 2022 |
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Case By Source AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Olark | Legacy | Olark Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2015 | 2015 |
In 2015, Case By Source deployed Olark Live Chat on its public website, embedding the Olark Live Chat widget to provide real time visitor messaging. Olark Live Chat is categorized as Chatbots and Conversational AI and is positioned to handle front line customer service and sales inquiries through browser based chat sessions.
The implementation is a web embedded widget served from the company site, with agent access via Olark's browser based console and visitor facing chat on product and contact pages. Functional capabilities in use align with Chatbots and Conversational AI workflows, including live messaging, transcript capture, and session routing to internal staff, supporting customer support and ecommerce sales workflows. Management and configuration are handled by the company's online operations team, who control chat availability and routing through Olark settings.
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Case By Source Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Case By Source implemented Microsoft 365 to provide Collaboration capabilities across the organization. Case By Source is a 75-employee manufacturing company and is using Microsoft 365 on their website as the primary collaboration platform for internal communications, document sharing, and basic intranet presence.
Configuration centers on core Collaboration modules within Microsoft 365, including Exchange Online for enterprise email, Microsoft Teams for meetings and persistent chat, SharePoint Online for intranet and document management, and OneDrive for individual file sync and backup. The deployment follows a cloud-hosted tenant model with license management and tenant level administration handled through the Microsoft 365 admin center. Operational coverage spans office and shop floor functions, supporting operations, sales, and administrative teams with shared document libraries, calendaring, and team collaboration workflows. Governance is organized around centralized tenant administration, role based admin controls, and the standard Microsoft 365 security and compliance settings scaled to the company size.
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Case By Source Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2020 | 2020 |
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Case By Source eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2017 | 2017 |
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Case By Source CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Case By Source ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2022 | 2022 |
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Case By Source 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Case By Source CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Case By Source
| First Name | Last Name | Title | Function | Department | Phone | |
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CEO | CXO | Operations | |
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Accountant | Manager | Finance | |
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IT Manager | Manager | IT | |
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Apps Being Evaluated by Case By Source Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Case By Source IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Case By Source digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Case By Source Technographics
Case By Source is a Manufacturing organization based in United States,
with around 75 employees and annual revenues of $8.0 million.
Case By Source operates a diverse technology stack with applications such as
Acumatica Cloud ERP, Olark Live Chat and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Case By Source has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Acumatica, Olark and Microsoft.
Case By Source recently adopted applications including
Acumatica Cloud ERP in 2022, USAePay in 2022 and HappyFox Help Desk in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Case By Source’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Case By Source’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Case By Source technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.