Bellevue, 98004, WA,
United States
CFO Selections Technographics
CFO Selections Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CFO Selections and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 CFO Selections employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CFO Selections has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2010, Microsoft 365 for Collaboration in 2020, HubSpot CMS for Web Content Management 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 CFO Selections is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , HubSpot 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 CFO Selections revenues, which have grown to $10.0 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 CFO Selections 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.
CFO Selections Tech Stack and Enterprise Applications
CFO Selections ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2010 | 2010 |
In 2010, CFO Selections implemented Intuit Quickbooks Enterprise as its ERP Financial system to centralize finance and accounting operations for the professional services firm in the United States. The deployment targeted core financial workflows including billing, accounts receivable, accounts payable and general ledger consolidation across the organization.
Implementation configured Intuit Quickbooks Enterprise modules such as general ledger, accounts receivable, accounts payable, payroll processing, job costing and financial reporting, with multi-user role based access to support the company’s approximately 80 employees. Configuration work emphasized chart of accounts standardization, invoicing and revenue recognition workflows aligned to time and project based engagements, and formalized month end close procedures.
Operational coverage focused on finance, accounting, billing and payroll functions, positioning Intuit Quickbooks Enterprise as the authoritative source for financial records and statutory reporting in the United States. Governance and process changes established role based permissions, documented close checklists and controlled change management for the chart of accounts to maintain data consistency and accounting controls.
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CFO Selections Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, CFO Selections implemented Microsoft 365 to provide enterprise-grade Collaboration across the firm. The deployment is visible on the company website and was targeted at an 80-employee professional services firm operating in the United States.
The Microsoft 365 implementation emphasized core Collaboration capabilities, including Exchange Online for corporate email, Microsoft Teams for synchronous communication and meetings, SharePoint Online for shared document libraries, and OneDrive for individual file sync. Configuration work centered on tenant provisioning, Azure Active Directory identity alignment, role based access controls, and application licensing to match user roles and collaboration needs.
Operational coverage extended firmwide to support business communication and document management functions tied to CFO Selections service delivery. Governance was implemented through centralized administration in the Microsoft 365 admin center, policy enforcement for data and sharing, and a staged user rollout to align permissions, templates, and collaboration workflows with professional services practices.
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CFO Selections Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | HubSpot CMS | Web Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, CFO Selections implemented HubSpot CMS for its website under the Web Content Management category. The HubSpot CMS deployment leverages vendor cloud hosting and centralizes site content, marketing pages, templated landing pages, SEO controls, and form handling as core Web Content Management capabilities.
Operational ownership is concentrated in marketing and business development, which manage corporate and client facing pages, content publishing, and lead capture workflows through editorial workflows and template based governance. The implementation focuses on the single corporate website presence, providing centralized template management, responsive page templates, and CMS forms to support content lifecycle and marketing operations.
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CFO Selections CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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CFO Selections PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
|
2015 | 2015 |
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CFO Selections 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at CFO Selections
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Business Manager | Manager | Operations | ||||
| CFO | CXO | Finance | ||||
| Founder and Executive Manager | Manager | Finance |
Apps Being Evaluated by CFO Selections Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||