Murrieta, 92562, CA,
United States
Copan Diagnostics Technographics
Copan Diagnostics Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Copan Diagnostics and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Copan Diagnostics employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Copan Diagnostics has purchased the following applications: Microsoft Dynamics NAV for ERP Financial in 2010, COBRA Administration Manager for Benefits Administration in 2020, Microsoft Power BI for Analytics and BI 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 Copan Diagnostics is running and its propensity to invest more and deepen its relationship with Microsoft , SAP , COBRA Software 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 Copan Diagnostics 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 Copan Diagnostics 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.
Copan Diagnostics Tech Stack and Enterprise Applications
Copan Diagnostics ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | RevolutionEHR | Microsoft Dynamics NAV | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, Copan Diagnostics migrated from RevolutionEHR to Microsoft Dynamics NAV to establish a centralized ERP Financial platform for its manufacturing operations. The Microsoft Dynamics NAV deployment targeted the Carlsbad, California manufacturing site and was positioned to consolidate financial management, inventory costing, and operational reporting across production, quality, and laboratory functions.
Microsoft Dynamics NAV was configured to deliver core financial modules including general ledger, accounts payable, accounts receivable, cost accounting, and inventory valuation, reflecting standard ERP Financial capabilities for manufacturing finance. Configuration work included integration with Microsoft Excel and Power Query, with a programmed quality KPI spreadsheet linked to the Navision ERP system to surface tracked metrics such as defects per million, scrap rate, and plant throughput for operational and quality teams.
Operational governance connected ERP Financial transactions to quality management processes, as quality leads coordinated production, quality, and laboratory activities while executing CAPAs, personnel training, and record organization to support ISO 9001 and 13485 audit preparation. Document control and form revision workstreams were managed using Siemens Teamcenter alongside Microsoft Dynamics NAV, with the ERP supplying the transactional financial and inventory ledger necessary for audit traceability.
The implementation concentrated on embedding Microsoft Dynamics NAV as the company ERP Financial backbone for manufacturing finance and operational KPI reporting, aligning financial controls with quality and production workflows rather than expanding the enterprise application portfolio.
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Expense Management | ERP |
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2020 | 2020 |
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Copan Diagnostics HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| COBRA Software | Legacy | COBRA Administration Manager | Benefits Administration | HCM | n/a | 2020 | 2020 |
In 2020, Copan Diagnostics implemented COBRA Administration Manager, a Benefits Administration application, to centralize COBRA and benefits continuation workflows for its US employee population. The deployment targeted the companys HR and benefits administration functions supporting approximately 250 employees across the United States, aligning with existing onboarding and offboarding processes.
The COBRA Administration Manager configuration focused on standard benefits administration capabilities, including qualifying event capture, election management, automated notice generation, premium tracking, and eligibility monitoring. Configuration work aligned those modules to Copans health, dental, vision, and FSA HSA plans so that election windows and continuation periods were managed inside the application.
Operationally, the application served as the authoritative record for COBRA notices and election status, supporting HR workflows for terminations, enrollment changes, and benefits continuation notifications. The system was used to coordinate communications with external benefits providers and to maintain audit-ready records that support regulatory requirements such as HIPAA and COBRA notification sequencing.
Governance was retained within Copans HR organization, with HR administrators responsible for employee lifecycle updates, election processing, and carrier coordination while continuing other related functions such as leave administration, unemployment claim responses, and garnishment processing through established HR processes. The implementation reinforced a centralized approach to benefits administration, providing a single source of truth for COBRA continuity and event-driven enrollment management.
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Core HR | HCM |
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2020 | 2020 |
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Payroll | HCM |
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2020 | 2020 |
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Time and Attendance | HCM |
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2020 | 2020 |
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Copan Diagnostics Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2021 | 2021 |
In 2021, Copan Diagnostics provisioned Microsoft Power BI as its primary Analytics and BI platform. The deployment was organized around a single internal Business Data Analyst who operated reporting, forecasting, and KPI workflows for the company.
Microsoft Power BI is used to assemble quarterly vendor forecasts from historical production data and market surveillance and to establish KPI dashboards that measure the effectiveness of business decisions. The analyst configures data models and visuals in Microsoft Power BI and maintains cost data sheets and supplemental views in Microsoft Excel for data preparation and validation. Reporting outputs include stakeholder presentations and operational reports used in production and component cost analysis.
Operational coverage includes procurement, production planning, and finance, with the Business Data Analyst collaborating across departments to support projects and identify process improvement opportunities. Governance is centered on analyst-managed KPI definitions and data stewardship, with Microsoft Power BI serving as the visualization and distribution layer. Copan Diagnostics Microsoft Power BI Analytics and BI supports business functions including forecasting, KPI measurement, cost analysis, and cross-functional decision support.
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Copan Diagnostics eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2021 | 2021 |
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Copan Diagnostics CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Copan Diagnostics 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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2020 | 2020 |
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Copan Diagnostics CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Web Gateways (SWG) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Copan Diagnostics
| First Name | Last Name | Title | Function | Department | Phone | |
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| Chief Financial Officer | CXO | Finance | ||||
| Director of IT | Director | IT | ||||
| Director of Warehouse Operations | Director | Supply Chain |
Apps Being Evaluated by Copan Diagnostics Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-02-10 | Copan Diagnostics | Evaluated | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP |