Gainesville, 32606, FL,
United States
Charles Perry Partners Technographics
Charles Perry Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Charles Perry Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 360 Charles Perry Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Charles Perry Partners has purchased the following applications: Sage 300CRE (ex Timberline) for Construction ERP in 2016, Google Workspace (Formerly Google G-Suite) for Collaboration in 2020, Egnyte for Construction & Engineering for Content Management in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Charles Perry Partners is running and its propensity to invest more and deepen its relationship with Sage , Google , Egnyte 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 Charles Perry Partners revenues, which have grown to $100.0 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 Charles Perry Partners 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.
Charles Perry Partners Tech Stack and Enterprise Applications
Charles Perry Partners ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage 300CRE (ex Timberline) | Construction ERP | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, Charles Perry Partners implemented Sage 300CRE (ex Timberline) to consolidate payroll, project accounting, and financial workflows within a Construction ERP environment. The implementation targeted the firm’s finance, payroll, project management, procurement, and equipment operations teams at the 360 employee company operating in construction and real estate.
Sage 300CRE (ex Timberline) was configured to run biweekly payroll using SAGE 300 Construction & Real Estate payroll capabilities, and to produce certified payroll reports for project managers. The system was used to process tax payments and benefits related transactions including 401K and HSA remittances and child support payments, with a structured review of general ledger recaps after each pay period and corresponding payroll journal entries.
The deployment also covered project accounting and cost control, with projects and cost codes set up in Sage 300 for job costing and certified payroll alignment. Equipment inventory and monthly equipment billing were administered through the application, and purchase orders and contracts for rental equipment were handled within the same financial and procurement workflows. The company credit card program was managed operationally and transactions were imported into SAGE 300 to feed accounts reconciliation and month end processes.
Operational governance centered on period close and compliance tasks, including preparation and submission of quarterly payroll tax returns, monthly sales tax reporting, and monthly insurance reconciliations. Routine month end journal entries were prepared from the system’s general ledger recaps, institutionalizing a cadence for payroll-to-financial close and for project manager reporting within the Construction ERP platform.
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Charles Perry Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Charles Perry Partners implemented Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The deployment is documented on the corporate website and was provisioned to support the company workforce of approximately 360 employees in the United States.
Google Workspace (Formerly Google G-Suite) was configured to deliver core Collaboration capabilities including Gmail for enterprise email, Google Drive for centralized file storage, Docs, Sheets and Slides for real-time document collaboration, Google Calendar for scheduling, and Meet for virtual meetings. The implementation included administrative controls via the Google Workspace admin console, role based access control, identity and access management aligned with corporate accounts, and device management and basic data governance controls typical for workspace consolidation. The platform supports business functions such as internal communications, document management and project collaboration across the organization, and is referenced as the company collaboration layer on the Charles Perry Partners site.
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Charles Perry Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Egnyte | Legacy | Egnyte for Construction & Engineering | Content Management | Content Management | n/a | 2024 | 2024 |
In 2024 Charles Perry Partners implemented Egnyte for Construction & Engineering to centralize firm wide project content and enable secure collaboration across its construction and real estate operations. Egnyte for Construction & Engineering is deployed as a Content Management solution supporting project management and engineering workflows, and it serves as the primary content platform for Project Managers and AEC teams at the firm.
The implementation leverages Egnyte's advanced Autodesk Construction Cloud integration, including selective sync capabilities that bring project files from ACC into Egnyte to reduce data silos and remove the need for duplicate document storage. Functional capabilities implemented include sensitive content identification, permissions auditing, a full content lifecycle view, and Egnyte's secure AI Copilot for content assistance and governance aligned to construction file types and document workflows.
Integrations are explicitly centered on Autodesk Construction Cloud, enabling collaboration on design files through a familiar desktop interface while preserving centralized control in Egnyte. Operational coverage is firm wide, focused on project delivery phases from design through closeout, and aimed at reducing friction for field access to large files and for remote collaboration among architecture, engineering, and construction teams.
Governance and process changes accompany the deployment, with content governance extended to ACC data, permissions auditing embedded in workflows, and Record Retention Policy enforcement to prevent accidental deletions. Company leadership reported time savings for Project Managers by eliminating multiple save locations and improved compliance through the new auditing and lifecycle visibility features.
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Charles Perry Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2024 | 2024 |
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Charles Perry Partners PLM and Engineering
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Building Information Modeling | PLM and Engineering |
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2015 | 2015 |
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Building Information Modeling | PLM and Engineering |
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2007 | 2007 |
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Charles Perry Partners PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2020 | 2020 |
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Charles Perry Partners 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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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Charles Perry Partners 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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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Charles Perry Partners
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| President | CXO | Finance | ||||
| CEO | CXO | Finance | ||||
| Executive Vice President of Construction | VP | Operations | ||||
| Project Director | Director | Finance |
Apps Being Evaluated by Charles Perry Partners Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||