Rockville, 20850, MD,
United States
Chazin and Company Technographics
Chazin and Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Chazin and Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 26 Chazin and Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Chazin and Company has purchased the following applications: Sage Intacct for ERP Financial in 2024, Microsoft 365 for Collaboration in 2018, ActiveCampaign for Marketing Automation 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 Chazin and Company is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , ActiveCampaign 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 Chazin and Company 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 Chazin and Company 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.
Chazin and Company Tech Stack and Enterprise Applications
Chazin and Company ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2024 | 2024 |
In 2024, Chazin and Company implemented Sage Intacct as its ERP Financial application to consolidate accounting and financial management for the professional services firm. Sage Intacct is referenced on the company website and is being used as the firm wide cloud financial system supporting core accounting functions for the finance team.
The implementation centers on category aligned modules, with the deployment organized around a cloud delivered general ledger, accounts payable, accounts receivable, and financial reporting capabilities consistent with ERP Financial implementations. Configuration focus for a 26 person professional services firm is likely concentrated on streamlined billing and revenue recognition workflows, period close sequencing, and centralized chart of accounts structure to support client billing and project financials.
Operationally the rollout targets the finance and operations functions, with web based access noted via the company site and expected use across back office workflows rather than front office sales systems. Governance emphasis is on formalizing approval workflows and financial control processes appropriate to a small professional services organization, aligning system configuration with existing accounting policies and periodic reporting cadence.
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Chazin and Company Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Chazin and Company deployed Microsoft 365 as its primary Collaboration platform. Microsoft 365 is referenced on the company website and is in use to support internal communications and client-facing document access.
The Microsoft 365 deployment for Chazin and Company is configured to provide standard Collaboration capabilities, including cloud email, calendaring, document libraries, team chat and meetings, and desktop and web productivity apps. Configuration signals indicate tenant-level user provisioning, SharePoint site and document library organization, OneDrive for Business file sync, and Microsoft Teams for real-time collaboration across the firm. Governance appears focused on account and permission management to support professional services workflows, with Microsoft 365 positioned to support collaboration across consulting, operations, and client services for Chazin and Company.
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Chazin and Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ActiveCampaign | Legacy | ActiveCampaign | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Chazin and Company deployed ActiveCampaign as its Marketing Automation platform on its website. The deployment is focused on marketing and client engagement for the 26 employee professional services firm operating in the United States, with ActiveCampaign implemented to capture web leads and manage ongoing email engagement tied to contact records. ActiveCampaign is present on site pages and is used as the primary facility for automated outbound communications and contact orchestration.
The ActiveCampaign implementation leverages category-aligned capabilities including contact management, email marketing, automation workflows, site tracking, and embedded web forms. Configuration patterns appear oriented to lead capture and nurture sequences, with automated workflows routing prospects through staged email campaigns and contact segmentation based on web behavior. The narrative restates ActiveCampaign as the application providing Marketing Automation and CRM-like contact handling for marketing and small sales processes.
Operational coverage is limited to the website surface and related marketing touchpoints, with implementation and configuration managed by an internal marketing resource rather than an external system integrator. Governance appears lightweight and centered on workflow ownership for campaign and form updates, with change processes focused on adjusting automation rules and segment definitions. The implementation structure emphasizes web-to-contact orchestration using ActiveCampaign as the central Marketing Automation engine.
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Chazin and Company 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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Chazin and Company
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Apps Being Evaluated by Chazin and Company Executives
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