Los Angeles, 90015, CA,
United States
COPE Health Solutions Technographics
COPE Health Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by COPE Health Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 COPE Health Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that COPE Health Solutions has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, Workplace by Facebook for Collaboration in 2017, Intuit Mailchimp for Marketing Automation in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems COPE Health Solutions is running and its propensity to invest more and deepen its relationship with Intuit , Facebook , Salesforce 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 COPE Health Solutions 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 COPE Health Solutions 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.
COPE Health Solutions Tech Stack and Enterprise Applications
COPE Health Solutions ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | n/a | 2011 | 2012 |
In 2011, COPE Health Solutions implemented Intuit Quickbooks Enterprise as its ERP Financial application. The Accounting team books invoices in Intuit Quickbooks Enterprise and maintains a monthly control cycle that reviews 50 accounts receivable invoices and 250 accounts payable invoices to verify GL coding and adherence to client contracts and vendor agreements. The implementation focused on core financial modules including accounts receivable, accounts payable and general ledger, with chart of accounts mapping and transaction-level configuration aligned to contractual billing and vendor payment rules. This scope supported centralized finance and accounting operations across the organization.
Operational governance centers on a documented monthly review workflow, where sampled AR and AP transactions in Intuit Quickbooks Enterprise are validated for correct GL assignment, contract compliance and reviewer sign-off to preserve auditability. The configuration emphasizes standardized GL mappings, transaction controls and routine reviewer checks to ensure invoice bookings follow client contract guidelines and vendor agreement terms. Intuit Quickbooks Enterprise is used as the primary ERP Financial system for recording, mapping and controlling invoice-level activity within COPE Health Solutions. The process design creates a repeatable control for the Accounting team to enforce booking standards and contract-driven accounting policies.
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COPE Health Solutions Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Workplace by Facebook | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, COPE Health Solutions implemented Workplace by Facebook as a Collaboration platform. The deployment was provisioned to support internal communications across the organization, which operates with about 400 employees in the United States and provides professional services in healthcare consulting.
Workplace by Facebook was configured to leverage core collaboration capabilities such as group workspaces, real time messaging, file sharing, and announcement channels to coordinate clinical advisory and program teams. Configuration emphasized role based access and content organization to enable cross functional knowledge sharing and program coordination consistent with Collaboration category workflows.
The implementation is surfaced on the COPE Health Solutions website, where Workplace by Facebook functionality is used to expose activity feeds and community channels through site integration. This website integration connects web based access points to the Workplace by Facebook environment, extending collaboration touchpoints beyond traditional email and intranet pages.
Governance was structured around centralized administrative controls, group moderation, and content policies to manage user permissions and information flow across departments. Operational focus included communications, program delivery coordination, and staff engagement, with ongoing administration to align platform use with organizational collaboration practices.
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COPE Health Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2016 | 2016 |
In 2016, COPE Health Solutions implemented Intuit Mailchimp as its Marketing Automation platform. COPE Health Solutions deployed Intuit Mailchimp to support marketing and communications functions and to instrument subscriber capture on the corporate website.
The deployment of Intuit Mailchimp emphasized email campaign management, audience and list management, and website-embedded signup forms. Configuration included automated nurture sequences, segmentation rules, and campaign reporting to manage outreach and subscriber lifecycle workflows within the Marketing Automation scope.
Intuit Mailchimp was integrated with the COPE Health Solutions website for lead capture and subscription management, enabling web to audience synchronization. Operational coverage centered on marketing and communications teams, with governance focused on list hygiene, consent management, and campaign approval workflows to standardize outbound communications.
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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COPE Health Solutions 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at COPE Health Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Vice President, Consulting | VP | IT | ||||
| CFO/CIO | CXO | Finance | ||||
| Controller | Director | Finance |
Apps Being Evaluated by COPE Health Solutions Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||