Washington, 20005-4701, DC,
United States
Council for Advancement and Support of Education (CASE) Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Council for Advancement and Support of Education (CASE) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Council for Advancement and Support of Education (CASE) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Council for Advancement and Support of Education (CASE) has purchased the following applications: Acumatica Cloud ERP for ERP Financial in 2017, Flow XO For Chat for Chatbots and Conversational AI in 2020, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Council for Advancement and Support of Education (CASE) is running and its propensity to invest more and deepen its relationship with Acumatica , Flow XO , Microsoft 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 Council for Advancement and Support of Education (CASE) revenues, which have grown to $290.0 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 Council for Advancement and Support of Education (CASE) 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Acumatica | Intuit Quickbooks Enterprise | Acumatica Cloud ERP | ERP Financial | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Council for Advancement and Support of Education (CASE) implemented Acumatica Cloud ERP and replaced Intuit Quickbooks Enterprise as its core financial system. The deployment was positioned to support a 600-employee nonprofit headquartered in the United States, making Acumatica Cloud ERP the organizations ERP Financial platform for finance and information systems functions.
The implementation focused on standard ERP Financial capabilities including general ledger, accounts payable, accounts receivable, financial reporting, budgeting, and automated journal processing. Acumatica Cloud ERP was deployed as a cloud-based platform, configured for role-based access and continuous availability, with architecture designed to provide 24/7 accessibility to distributed users and remote finance teams.
Operational ownership resided with the Information Systems and Finance organizations, centralizing transactional finance workflows and financial reporting. Adam Rosenbaum, Director of Information Systems at CASE, stated that Acumatica is extremely reliable and available around the world, emphasizing reliability and always-on access as primary operational outcomes for the rollout.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Flow XO | Legacy | Flow XO For Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, the Council for Advancement and Support of Education implemented Flow XO For Chat on its public website. Flow XO For Chat is deployed as a website-facing conversational layer in the Chatbots and Conversational AI category, using an embedded web widget that connects site visitors to scripted conversational flows and form capture. The implementation leverages a cloud-hosted conversational engine and a designer interface to author flows and manage message routing.
Functional modules configured include conversational flow templates, FAQ and knowledge base driven responses, contact capture forms for membership and event inquiries, and escalation points for handoff to human support. Operational ownership is organized through CASE's digital engagement group for ongoing content governance and flow maintenance, with workflows structured to centralize updates and periodic analytics review. The deployment focuses on web engagement and member support functions across the organization, with no named backend integrations reported.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, the Council for Advancement and Support of Education, CASE, deployed Microsoft 365 as its Collaboration platform. The cloud-hosted Microsoft 365 footprint is visible on the CASE website and serves a 600-employee, United States-based nonprofit, providing enterprise-grade collaboration and content delivery capabilities to support advancement operations and member-facing communications.
The implementation centers on core Microsoft 365 services including Exchange Online for organizational email, SharePoint Online for intranet and document management, OneDrive for personal file storage, Microsoft Teams for synchronous collaboration, and Office productivity applications for authoring and review workflows. Website-level usage is surfaced through Microsoft 365 content stores to publish documents and event information to public pages, while tenant-level administration and cloud identity controls provide centralized access management and content governance. This configuration establishes Microsoft 365 as CASE Microsoft 365 Collaboration Business Function for internal collaboration, knowledge management, and external content publishing workflows.
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Event Management | Collaboration |
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2018 | 2018 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2020 | 2020 |
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Content Management | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Community Management | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2019 | 2019 |
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Apps Development | PaaS |
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2022 | 2022 |
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Transactional Email | PaaS |
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2018 | 2018 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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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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