Cleveland, 44131, OH,
United States
CBIZ Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by CBIZ and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6500 CBIZ employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
CBIZ has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2005, CareerBuilder Jobs.net ATS for Applicant Tracking System in 2013, Zoom for Audio Video and Web Conferencing 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 CBIZ is running and its propensity to invest more and deepen its relationship with Intuit , Acumatica , Oracle 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 CBIZ revenues, which have grown to $1.41 billion 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 CBIZ 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 |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management | x | 2005 | 2005 |
In 2005, CBIZ implemented Intuit QuickBooks Enterprise. The deployment positioned Intuit QuickBooks Enterprise as the firm level ERP Financial system to centralize core accounting and billing support across its professional services operations. Implementation work concentrated on configuring standard ERP Financial modules including general ledger, accounts payable, accounts receivable, billing workflows and consolidated financial reporting, with chart of accounts design aligned to corporate finance requirements.
Deployment used a centralized server architecture with multi user access controls and role based permissions to support accounting and finance teams across business units. The implementation established interfaces with payroll, timekeeping and billing data sources to feed transaction and revenue recognition workflows, and it formalized month end close and accounts reconciliation processes under corporate finance governance.
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ERP Financial | ERP Financial Management |
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2017 | 2018 |
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ERP Financial | ERP Financial Management |
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2018 | 2020 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CareerBuilder | Legacy | CareerBuilder Jobs.net ATS | Applicant Tracking System | HCM | n/a | 2013 | 2013 |
In 2013, CBIZ implemented CareerBuilder Jobs.net ATS as its Applicant Tracking System to centralize recruiting and talent acquisition workflows. The CareerBuilder Jobs.net ATS was embedded on the CBIZ career site, providing job posting, online application capture, candidate tracking, resume parsing, requisition management, and reporting capabilities to support corporate hiring processes.
Deployment integrated the CareerBuilder Jobs.net ATS with the public careers portal at https://cbiz.jobs.net/search to create an end to end candidate application flow from job listing to candidate review. Operational scope covered CBIZ talent acquisition and HR teams in the United States, with governance focused on standardized requisition intake, candidate status workflows, and centralized applicant data for hiring managers, leveraging typical Applicant Tracking System controls for access and workflow configuration.
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Benefits Administration | HCM |
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2014 | 2017 |
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Benefits Administration, Pension Administration | HCM |
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2013 | 2014 |
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Core HR | HCM |
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2015 | 2015 |
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Employee Experience | HCM |
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2010 | 2010 |
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Time and Attendance | HCM |
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2014 | 2014 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, CBIZ implemented Zoom for Audio Video and Web Conferencing. The deployment uses Zoom as a cloud-hosted conferencing and collaboration platform providing meeting orchestration, screen sharing, session recording, and webinar capabilities consistent with standard Audio Video and Web Conferencing functionality.
Zoom is integrated into CBIZ public web properties, enabling web-based join flows and customer-facing meeting access directly from the company website. Operationally the application supports virtual client meetings, internal team collaboration, and remote advisory sessions across CBIZ professional services, and the rollout was managed through centralized SaaS account provisioning and governance to control user access and meeting administration.
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application, Web and Enterprise Search | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Document Management | Content Management |
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2021 | 2021 |
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Document Management | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2014 | 2014 |
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Web Content Management | Content Management |
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2014 | 2014 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Investment Research and Market Intelligence | Investment Management |
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2004 | 2004 |
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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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2020 | 2020 |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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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 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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