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

What enterprise applications does COLE & ASSOC use?

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.

What digital transformation initiatives has COLE & ASSOC undertaken?

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.

What are the most recent software purchases made by COLE & ASSOC?

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.

Which IT decision makers lead technology initiatives at COLE & ASSOC?

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

How does APPS RUN THE WORLD track COLE & ASSOC’s IT investments?

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

How can I access the full list of applications used by COLE & ASSOC?

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

COLE & ASSOC Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

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

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

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

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

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

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

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

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

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

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

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

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

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

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

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

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

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

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

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

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

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

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

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

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

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

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

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

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

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

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

COLE & ASSOC Technographics, Software Purchases, AI 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.

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

Vendor

Previous System

Application

Market

VAR/SI

When

Live

Insight

Microsoft

Legacy

Microsoft 365

Collaboration

n/a

2020

Collaboration

2022

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

Vendor

Previous System

Application

Market

VAR/SI

When

Live

Insight

WORKetc

Legacy

WORKetc CRM

CRM

n/a

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

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
SocketLabs	Legacy	SocketLabs Email APIs	Transactional Email	PaaS	n/a	2021	2021

Vendor

Previous System

Application

Market

VAR/SI

When

Live

Insight

SocketLabs

Legacy

SocketLabs Email APIs

Transactional Email

PaaS

n/a

2021

Vendor

Previous System

Application

Market

VAR/SI

When

Live

Insight

Application Hosting and Computing Services

IaaS

2020

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COLE & ASSOC Technographics