Merriam, 66202, KS,
United States
Cohen-Esrey Technographics
Cohen-Esrey Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cohen-Esrey and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 195 Cohen-Esrey employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cohen-Esrey has purchased the following applications: Acumatica Cloud ERP for ERP Financial in 2022, PayLease Online Payments for Lease Management in 2017, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cohen-Esrey is running and its propensity to invest more and deepen its relationship with Acumatica , PayLease , RealPage 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 Cohen-Esrey revenues, which have grown to $70.0 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 Cohen-Esrey 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.
Cohen-Esrey Tech Stack and Enterprise Applications
Cohen-Esrey ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Acumatica | Legacy | Acumatica Cloud ERP | ERP Financial | ERP | n/a | 2022 | 2022 |
In 2022, Cohen-Esrey implemented Acumatica Cloud ERP to support ERP Financial functions across its accounting and fund administration operations. The deployment centered on on-site finance activity in Merriam, Kansas, aligning the Acumatica Cloud ERP instance with the companys corporate accounting cadence and fund reporting needs.
Configuration emphasized core financial modules typical for ERP Financial deployments, including general ledger processing, journaling on an accrual basis, financial statement generation, budgeting and operating plan support, and fund accounting workflows. Acumatica Cloud ERP was used to generate routine and ad-hoc financial statements and to provide the journal entry and accrual accounting controls described by the companys fund accounting staff.
Operational coverage focused on the accounting and fund administration functions, with direct use by fund accountants and collaboration with senior finance leaders for budget creation and financial planning. The implementation anchored month end and management reporting workflows, enabling the accounting team to produce management reports and support operating budget cycles on site in Merriam, Kansas.
Governance changes reflected tighter coordination between fund accountants and senior leaders to confirm accurate financial reporting and to initiate financial planning, standardizing journal entry processes and financial statement delivery. The narrative notes Acumatica Cloud ERP as the system supporting these ERP Financial activities, with the application name Acumatica Cloud ERP restated to emphasize its role in Cohen-Esrey accounting and fund administration.
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Cohen-Esrey ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| PayLease | Legacy | PayLease Online Payments | Lease Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, Cohen-Esrey implemented PayLease Online Payments as its Lease Management solution after interviewing multiple payment providers and determining PayLease was the best fit for the firm. The deployment used PayLease Online Payments to centralize electronic rent and fee collection, enable tenant portal self-service, support recurring ACH and credit card processing, and standardize centralized payment posting workflows within the Lease Management category.
Operational ownership for the PayLease Online Payments implementation was assigned to property management and finance teams, who configured payment schedules, tenant communications, and reconciliation processes. Governance emphasized process standardization for accounts receivable workflows, administrative controls for payment handling, and structured procedures for remittance reporting, positioning PayLease Online Payments as Cohen-Esrey Lease Management infrastructure supporting leasing operations and accounting functions.
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Real Estate Property Management | ERP Services and Operations |
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2013 | 2013 |
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Cohen-Esrey Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Cohen-Esrey implemented Microsoft 365 as its Collaboration platform. The deployment is referenced on the company website, indicating Microsoft 365 resources are surfaced in public site assets and corporate collaboration flows.
The Microsoft 365 rollout for Collaboration focused on standard office productivity and collaboration capabilities, including email and calendaring, document storage and versioning, file synchronization, and real-time team collaboration services. Microsoft 365 was used to consolidate core collaboration functions such as internal communication, document management, and team coordination across the organization.
The implementation reflects a cloud-first, tenant-based delivery model typical for Microsoft 365, with centralized user accounts and role-aligned access controls to support departmental collaboration. Operational coverage is enterprise-wide for Cohen-Esrey, supporting construction and real estate business functions that require coordinated document workflows and team communications.
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Cohen-Esrey Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2012 | 2012 |
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Cohen-Esrey PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Cohen-Esrey
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Apps Being Evaluated by Cohen-Esrey Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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