Blue Bell, 19422, PA,
United States
CD & Associates Technographics
CD & Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CD & Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 CD & 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 CD & Associates has purchased the following applications: CSI Jonas Premier Construction for Construction ERP in 2015, Microsoft 365 for Collaboration in 2015, Procore Platform for Project Portfolio Management in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CD & Associates is running and its propensity to invest more and deepen its relationship with Constellation Software Inc. , Microsoft , Procore Technologies, Inc. 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 CD & Associates revenues, which have grown to $4.0 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 CD & 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.
CD & Associates Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constellation Software Inc. | Intuit Quickbooks Enterprise | CSI Jonas Premier Construction | Construction ERP | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, CD & Associates implemented CSI Jonas Premier Construction as its Construction ERP for core accounting and project financial management. The deployment replaced Intuit Quickbooks Enterprise and consolidated accounting, billing, and job costing functions onto a single vendor application.
The implementation included conversion of accounting data from Intuit Quickbooks Enterprise to CSI Jonas Premier Construction, configuration of general ledger, accounts payable, accounts receivable, and job costing modules, and setup of project billing workflows consistent with Construction ERP capabilities. Operational scope focused on the firm financial team and project leads given CD & Associates size, centralizing project financial controls and standardizing month end processes. Governance changes emphasized a standardized chart of accounts, role based access for accounting and project users, and a coordinated cutover plan to minimize disruption. The project successfully converted prior accounting records and established CSI Jonas Premier Construction as the company primary accounting system.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, CD & Associates implemented Microsoft 365 to establish a cloud-hosted Collaboration platform for its construction and real estate operations. The deployment was provisioned for an approximately 30-person workforce, aligning Microsoft 365 with core business functions such as project team coordination, office administration, and client communications.
Microsoft 365 was configured to deliver standard Collaboration capabilities, including Exchange Online email and calendaring, SharePoint Online document libraries, OneDrive for Business file synchronization, and Microsoft Teams for real-time messaging and meetings. Configuration work focused on tenant-level account provisioning, role-based access controls, and shared site permissions suitable for a small professional services firm.
The implementation extends to the company website, with Microsoft 365 assets referenced on the public site indicating use for content publication and contact workflows tied to external engagement. Governance was maintained through centralized administration and user lifecycle management, establishing operational controls consistent with Collaboration deployments for small enterprises.
|
PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Procore Technologies, Inc. | Legacy | Procore Platform | Project Portfolio Management | PPM | n/a | 2015 | 2015 |
In 2015, CD & Associates implemented Procore Platform as its Project Portfolio Management solution. The deployment addressed budgeting and project financial controls for the 30 employee construction and real estate firm in the United States, centralizing project budgeting workstreams and providing portfolio-level visibility across active jobs.
Implementation emphasis was on the budgeting functionality and project cost tracking, with configuration of budget templates, cost codes, and project-level financial workflows consistent with Project Portfolio Management practices. A designated team lead for budgeting actively explored new Procore Platform features as they rolled out and translated feature behavior into company operating procedures, providing ongoing configuration and process adjustments.
Operational coverage spanned finance, project management, and operations teams, and governance included formalizing rollout steps for new feature adoption and embedding feature evaluation into regular budgeting cycles. The budgeting team lead also oversaw human resource functions and helped implement the group health insurance plan and led the overhaul of the 401K plan, linking HR stewardship with financial and budgetary process ownership.
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
IT Decision Makers and Key Stakeholders at CD & Associates
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by CD & Associates Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||