AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

ClearChoice Management Services Tech Stack and Enterprise Applications

ClearChoice Management Services ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Microsoft Dynamics GP Oracle NetSuite ERP ERP Financial ERP n/a 2011 2011
In 2011 ClearChoice Management Services implemented Oracle NetSuite ERP as its ERP Financial solution, migrating data from Microsoft Dynamics GP GreatPlains to centralize core finance processes. The deployment targeted corporate finance, accounts payable, collections, and clinic administration workflows to unify ledger and transaction processing under Oracle NetSuite ERP. Implementation activities included structured data intake from GreatPlains and coordinated testing cycles to validate migrated balances and transaction integrity. Functional configuration emphasized financial controls and operational reporting, including the development of amortization schedules for loans and fixed assets and ongoing monitoring of monthly payments for rent and services. Day to day accounting workflows incorporated weekly review and approval of invoices to ensure accurate coding to the general ledger, and staff supported suppliers, doctors, and center administrators on transactional inquiries. The finance team designed automated balance sheet account reconciliation spreadsheets and enhanced the daily collection report for the executive team using advanced Excel tooling such as macros, pivot tables, and charts. Project governance included active participation in the NetSuite ERP implementation project, with responsibilities for gathering source data from GreatPlains, participating in extensive testing, investigating issues, and reporting defects and change items to the project manager. The same finance processes supported external compliance by gathering data, researching issues, and analyzing reports for yearly audits conducted by Deloitte and other auditors. Reconciliations, invoice approval workflows, and executive reporting constituted the primary operational controls during the rollout and stabilization period.
ClearChoice Management Services Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2011 2011
In 2011, ClearChoice Management Services deployed Google Workspace (Formerly Google G-Suite) in the Collaboration category. ClearChoice Management Services uses Google Workspace (Formerly Google G-Suite) in the Collaboration category to support corporate collaboration and productivity functions, a presence that is observable in the organization’s public website source code. The implementation aligns with standard Google Workspace functional modules, including enterprise email via Gmail, calendar and scheduling, cloud storage and file collaboration through Google Drive, collaborative content creation with Docs, Sheets and Slides, and centralized administration via the Google Workspace Admin console. These capabilities are consistent with Collaboration category workflows such as shared document lifecycle, real-time co-editing, calendar coordination, and centralized user and policy management. Architecturally the deployment follows a cloud-first SaaS model with web and mobile access, leveraging Google Accounts for identity and centralized administration. Operational coverage is organization-wide, serving corporate productivity and administrative staff, with governance centered on Admin console controls, user provisioning and policy enforcement typical of Collaboration deployments.
Event Management Collaboration 2019 2019
ClearChoice Management Services CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
NextRoll Legacy AdRoll Digital Advertising Platform CRM n/a 2014 2014
In 2014, ClearChoice Management Services deployed AdRoll as a Digital Advertising Platform on its public website, establishing a programmatic retargeting layer to support online audience engagement. The implementation covers the company website operated in the United States and is positioned within the marketing and digital demand generation function rather than as a backend operational system. AdRoll was implemented with site-level tag instrumentation to enable cookie based audience creation, dynamic display and retargeting campaigns, and in-platform campaign management and reporting. Functional capabilities in use align with standard Digital Advertising Platform workflows, including audience segmentation, creative rotation and frequency management, campaign scheduling, and performance dashboarding provided by AdRoll. Operationally the deployment appears to be a client-side tag architecture embedded across web properties, feeding AdRoll campaign engines and reporting modules used by ClearChoice marketing teams. Governance and workflow were organized around centralized campaign creation and monitoring by the marketing organization, with tag governance and iterative rollout on site pages to support campaign targeting and audience refinement.
Digital Advertising Platform CRM 2014 2014
Marketing Analytics CRM 2015 2015
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2020 2020
Sales Automation, CRM, Sales Engagement CRM 2021 2021
ClearChoice Management Services ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2013 2013
IT Service Management ITSM 2021 2021
ClearChoice Management Services TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2020 2020
Governance, Risk and Compliance TRM 2020 2020
ClearChoice Management Services IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2000 2000
Content Delivery Network IaaS 2013 2013
Content Delivery Network IaaS 2021 2021
ClearChoice Management Services CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2022 2022

IT Decision Makers and Key Stakeholders at ClearChoice Management Services

First Name Last Name Title Function Department Email Phone
Chief Executive Officer CXO Finance
Executive Vice President of Operations VP Finance
President CXO Finance
Senior Vice President Business Development VP Sales
IT Director Director IT
Senior Accounting Manager Manager Finance
Director, Financial Reporting Director Finance
CFO CXO Finance

Apps Being Evaluated by ClearChoice Management Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ClearChoice Management Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ClearChoice Management Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD ClearChoice Management Services Technographics
ClearChoice Management Services is a Professional Services organization based in United States, with around 500 employees and annual revenues of $160.0 million.
ClearChoice Management Services operates a diverse technology stack with applications such as Oracle NetSuite ERP, Google Workspace (Formerly Google G-Suite) and AdRoll, covering areas like ERP Financial, Collaboration and Digital Advertising Platform.
ClearChoice Management Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Google and NextRoll.
ClearChoice Management Services recently adopted applications including Okta Identity Cloud in 2022, Salesforce Sales Cloud in 2021 and Freshservice in 2021, highlighting its ongoing modernization strategy.
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Our research team continuously updates ClearChoice Management Services’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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