Irvine, 92618, CA,
United States
CBE Office Solutions Technographics
CBE Office Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CBE Office Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 175 CBE Office Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CBE Office Solutions has purchased the following applications: Microsoft 365 for Collaboration in 2017, Zendesk Service for Customer Support in 2022, Termly Cookie Consent Manager for Governance, Risk and Compliance in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CBE Office Solutions is running and its propensity to invest more and deepen its relationship with Microsoft , Zendesk , Constant Contact 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 CBE Office Solutions revenues, which have grown to $18.0 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 CBE Office Solutions 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.
CBE Office Solutions Tech Stack and Enterprise Applications
CBE Office Solutions Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, CBE Office Solutions implemented Microsoft 365 to support Collaboration across its 175 person professional services firm. Microsoft 365 serves as the central collaboration platform for internal communications, document creation, storage, and meeting coordination, establishing a clear CBE Office Solutions Microsoft 365 Collaboration relationship with core business functions.
The deployment leverages standard Microsoft 365 capabilities such as Exchange Online for email and calendaring, Microsoft Teams for chat and meetings, SharePoint Online and OneDrive for file storage and co-authoring, and cloud connected Office applications for productivity. Configuration scope aligns with tenant provisioning, mailbox and site management, file sharing policies, and co-authoring workflows to enable content collaboration and persistent communication.
Tenant level governance is expected to centralize identity and access control via Azure Active Directory and to apply role based administration, conditional access, and retention controls consistent with professional services compliance practices. Public references on the company website indicate Microsoft 365 is actively used, confirming the presence of Microsoft 365 across CBE Office Solutions.
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CBE Office Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Service | Customer Support | CRM | n/a | 2022 | 2022 |
In 2022, CBE Office Solutions implemented Zendesk Service as a Customer Support application on its website. The deployment used Zendesk Service's cloud-hosted SaaS model to embed a web support widget and capture inbound customer inquiries directly from the public site, centralizing ticket intake and case creation to consolidate customer communications.
Configuration focused on core Customer Support capabilities, including web widget capture, structured ticketing workflows, form-based case metadata capture, and a published self-service knowledge base. Zendesk Service was configured with automation rules for routing and priority assignment, and agent interfaces were adjusted to reflect CBE Office Solutions support procedures.
The implementation scope targeted the customer support function and operational support staff, aligning case triage, escalation routing, and response ownership with existing service roles. The install is oriented to web channel capture on the corporate site, with inbound web traffic funneled into Zendesk Service for centralized handling and tracking.
Governance and rollout included establishing ticket ownership rules, SLA-aware workflow configuration, and phased user onboarding to limit disruption to day-to-day operations. Ongoing administration is managed by internal support and operations staff responsible for ticket routing, knowledge base maintenance, and incremental workflow tuning.
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Engagement | CRM |
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2019 | 2019 |
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CBE Office Solutions TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Termly | Legacy | Termly Cookie Consent Manager | Governance, Risk and Compliance | TRM | n/a | 2021 | 2021 |
In 2021, CBE Office Solutions implemented Termly Cookie Consent Manager on its public website to address cookie consent controls within Governance, Risk and Compliance. The Termly Cookie Consent Manager provides a client-side consent banner, configurable consent categories, a user preference center, and consent logging, reflecting capabilities typical of cookie consent management solutions. The implementation scope is the corporate website and it maps to legal, marketing, and IT functions responsible for privacy notices and tracking controls.
Deployment used a script snippet hosted by the vendor embedded across site pages, with configuration centralized in the Termly console and policy text customized for the company. Governance actions included formalizing cookie categories, publishing an updated cookie policy, and establishing IT ownership for maintaining the consent implementation and monitoring configuration drift. This implementation is cataloged under Governance, Risk and Compliance and documents the Termly Cookie Consent Manager deployment for web consent and preference management for CBE Office Solutions.
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CBE Office Solutions 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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2021 | 2021 |
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CBE Office Solutions 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at CBE Office Solutions
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Apps Being Evaluated by CBE Office Solutions Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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