Vienna, 22182, VA,
United States
Cordia Partners Technographics
Cordia Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cordia Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Cordia Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Cordia Partners has purchased the following applications: BILL Financial Operations Platform for AP Automation, AR Automation in 2011, Zoom for Audio Video and Web Conferencing in 2021, Hubspot CRM for CRM in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cordia Partners is running and its propensity to invest more and deepen its relationship with BILL Operations , Sage , Zoom Video Communications 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 Cordia Partners revenues, which have grown to $15.0 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 Cordia Partners 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.
Cordia Partners Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BILL Operations | Legacy | BILL Financial Operations Platform | AP Automation, AR Automation | ERP Financial Management | n/a | 2011 | 2011 |
In 2011, Cordia Partners implemented the BILL Financial Operations Platform to centralize finance workflows and support AP Automation,AR Automation across its finance and accounting functions. The deployment targeted accounts payable and accounts receivable processes for a 120 person professional services firm, aligning the BILL Financial Operations Platform with invoice to payment and invoice to cash lifecycles.
The implementation configured standard BILL Financial Operations Platform modules including electronic invoice capture and routing, vendor and payee management, automated bill payment orchestration, AR invoicing and payment collection workflows, and audit-ready transaction ledgers. Configuration emphasized role based access and approval workflow automation to reduce manual routing and support consistent invoice coding and remittance processing.
Operational coverage focused on the finance and accounting departments within Cordia Partners, with cloud hosted access and centralized document storage for payables and receivables records. The company also exposes Bill.com functionality on their public website for payment interactions, and governance centered on approval thresholds, audit trails, and periodic access reviews to maintain controls over AP Automation,AR Automation processes.
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ERP Financial | ERP Financial Management |
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2017 | 2017 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Cordia Partners implemented Zoom as its Audio Video and Web Conferencing platform. The Zoom application is surfaced on the Cordia Partners website to provide client-facing meeting access and to support internal collaboration across the 120-employee professional services firm.
The deployment leverages standard Audio Video and Web Conferencing capabilities such as scheduled meetings, browser-based join, and embedded meeting links for client sessions, with configuration focused on application provisioning and user access controls. Operational coverage centers on client delivery and leadership communications, and governance emphasizes consistent scheduling workflows and website-embedded session access to streamline external engagements and internal meetings.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2017 | 2017 |
In 2017, Cordia Partners implemented Hubspot CRM to centralize client and prospect data and support CRM-driven sales and marketing operations. The Hubspot CRM implementation is categorized as CRM and is instrumented with Cordia Partners' public website for lead capture and contact enrichment, reflecting use of HubSpot on their website. The deployment emphasized standard CRM capabilities including contact and company records, deal pipeline management, activity logging, and marketing form-based lead capture within the Hubspot CRM environment. Configuration and functional focus aligned with professional services workflows for client lifecycle management and opportunity tracking.
Operational ownership of Hubspot CRM spans sales and marketing, using the system to coordinate outreach, track opportunities, and ingest inbound website leads directly into CRM records. Process changes centered on standardizing contact data and pipeline stages to create a single source of truth in Hubspot CRM, and instrumentation of the website to automate lead entry. No external system integrations beyond the website integration are specified in the source. Governance and ongoing operations emphasize CRM record hygiene and staged pipeline management to align sales and marketing activity within the Hubspot CRM instance.
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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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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2016 | 2016 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Cordia Partners
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Apps Being Evaluated by Cordia Partners Executives
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