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● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

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● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

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● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Michelin, an e2open customer evaluated Oracle Transportation Management

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

COLE & ASSOC
Location
5401 S KIRKMAN RD # 790,
Orlando, 32899, FL,
United States
Website
https://www.colecpa.com/
Phone
1 407-351-4730
Artw industry
Professional Services
Employee
Revenue

COLE & ASSOC Technographics

COLE & ASSOC Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by COLE & ASSOC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 COLE & ASSOC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that COLE & ASSOC has purchased the following applications: Microsoft 365 for Collaboration in 2020, WORKetc CRM for CRM in 2021, SocketLabs Email APIs for Transactional Email 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 COLE & ASSOC is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , WORKetc 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 COLE & ASSOC revenues, which have grown to $1.0 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 COLE & ASSOC 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.

COLE & ASSOC Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
WORKetc Legacy WORKetc CRM CRM CRM n/a 2021 2021
In 2021, COLE & ASSOC implemented WORKetc CRM on their website to provide CRM capabilities for sales and client service workflows. The deployment uses the WORKetc CRM application, categorized as CRM, and is embedded in the firm’s public site to support client intake and ongoing client communications for a 10 person professional services firm based in the United States. Functional configuration is concentrated on core CRM capabilities common to the category, including contact and lead management, opportunity pipeline tracking, case and project tracking tied to client engagements, and activity logging to support service coordination. Operational coverage is focused on sales and client services staff, with governance oriented toward centralizing client records and standardizing basic CRM workflows such as lead capture, client assignment, and activity tracking within the small firm environment.
Digital Advertising Platform CRM 2011 2011
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SocketLabs Legacy SocketLabs Email APIs Transactional Email PaaS n/a 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
IT Decision Makers and Key Stakeholders at COLE & ASSOC
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by COLE & ASSOC Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD COLE & ASSOC Technographics

COLE & ASSOC is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

COLE & ASSOC operates a diverse technology stack with applications such as Microsoft 365, WORKetc CRM and SocketLabs Email APIs, covering areas like Collaboration, CRM and Transactional Email.

COLE & ASSOC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, WORKetc and SocketLabs.

COLE & ASSOC recently adopted applications including Slack Connect in 2022, WORKetc CRM in 2021 and SocketLabs Email APIs in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of COLE & ASSOC’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates COLE & ASSOC’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete COLE & ASSOC technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.