Diocese of San Jose
Diocese of San Jose Technographics
Diocese of San Jose Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Diocese of San Jose and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Diocese of San Jose employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Diocese of San Jose has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2014, ADP Workforce Now for Core HR in 2014, DLS Online for Loan Management 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 Diocese of San Jose is running and its propensity to invest more and deepen its relationship with Intuit , ADP , The Computer Department 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 Diocese of San Jose revenues, which have grown to $60.0 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 Diocese of San Jose 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.
Diocese of San Jose Tech Stack and Enterprise Applications
Diocese of San Jose ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | n/a | 2014 | 2015 |
In 2014, Diocese of San Jose implemented Intuit Quickbooks Enterprise as its ERP Financial application. The deployment was oriented to support parish collections and diocesan accounting workflows, reflecting controls for parish representatives, Count Teams and designated accounting personnel across the diocese.
Intuit Quickbooks Enterprise was used to centralize core financial capabilities typical of ERP Financial systems, including general ledger posting, cash receipts processing, bank reconciliation, accounts receivable management and financial reporting. The Diocese of San Jose Financial Policy Manual explicitly requires that Collections be logged and recorded while preventing Count Team members from recording Collections in QuickBooks or holding check writing authority, establishing a strict segregation of duties between physical cash handlers and system recorders.
Physical cash handling policies were integrated with application level controls, aligning QuickBooks user roles and permissions to documented procedures such as use of tamper proof pre numbered Collection Bags, sequential Collection Bag logs, sealed bag custody, locked safes and two person counting rules. The manual mandates written notifications for missing or out of sequence bags, restricted safe access, appointed personnel to remove bags for counting, and that Count Team members not be ushers, distributors of Collection Bags, or recorders in QuickBooks, preserving separation between custody and electronic posting in Intuit Quickbooks Enterprise.
The implementation combined procedural governance, physical custody rules and application access restrictions so that posting of receipts in Intuit Quickbooks Enterprise is performed by designated accounting staff rather than cash handlers. Camera and off site image storage recommendations in the policy supplement these controls, creating an operational model where ERP Financial recordkeeping and on the ground cash handling are functionally separated.
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Diocese of San Jose HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2014 | 2014 |
In 2014, Diocese of San Jose implemented ADP Workforce Now for Core HR. The deployment centralized benefits and leave administration for a 500 employee nonprofit environment and established the Chancery as the primary system owner and location administrator supporting 150 site administrators, principals, HR managers and clergy.
The ADP Workforce Now implementation focused on Core HR functional capabilities, emphasizing benefits administration, leave of absence management, workers compensation case tracking, retirement and 403(b) transaction management, and benefits-related reporting. Daily operational tasks documented in ADP Workforce Now include entry of all employee benefit transactions, processing Qualified Life Events with verification and payroll deduction changes, monthly premium statement processing, and compiling pension census and annual pension statements.
Operational integrations explicitly documented include coordination with third party benefits administrators and an outside retirement vendor for retirement paperwork and monthly bank statement reconciliation, plus routine processing of State Disability Insurance and Paid Family Leave notices with the Employment Development Department. The solution is used alongside the ADP payroll program for payroll deduction updates and benefits-related payroll transactions, and it supports cross-functional workflows with bookkeepers, site administrators and the Director of Safety and Emergency Procedures for OSHA and safety committee coordination.
Governance and process design retained Benefits Manager oversight with a designated benefits administrator role responsible for compliance with Federal and California requirements including FMLA, CFRA, SDI, PFL, COBRA, ERISA and HIPAA. The rollout emphasized procedural controls for approvals, documentation capture for life events, benefits orientation for site administrators, and daily operational processes for benefit inquiries, issue resolution and vendor liaison activities using ADP Workforce Now.
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Diocese of San Jose ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| The Computer Department | Legacy | DLS Online | Loan Management | ERP Services and Operations | n/a | 2016 | 2016 |
In 2016, the Diocese of San Jose implemented DLS Online as its Loan Management application. The deployment centralized loan administration for the diocesan finance function, consolidating origination, underwriting and servicing workflows into a single application.
DLS Online was configured to support core Loan Management capabilities including loan origination, automated payment scheduling and amortization, escrow management, document imaging and portfolio reporting. Configuration work emphasized role based access for finance staff, approval routing for multi level underwriting and automated delinquency tracking to standardize operational processes.
Operational scope targeted diocesan financial operations and affiliated parish lending activities, establishing the system as the primary system of record for loan documentation and accounting handoffs. Governance focused on standardizing credit workflows and operational controls across sites, with a centralized administration model to manage user roles, audit trails and compliance oriented reporting.
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Diocese of San Jose Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Collaboration | Collaboration |
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2018 | 2018 |
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Diocese of San Jose CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Donor and Fundraising Management | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Diocese of San Jose ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Diocese of San Jose 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Diocese of San Jose
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director of Technology | Director | IT | |
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CFO | CXO | Finance | |
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Controller | Director | Finance | |
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Director of Communications | Director | Marketing | |
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Chief Human Resources Officer | CXO | HR | |
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Head of Technology | Director | IT | |
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HR Manager - HRIS | Manager | HR | |
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Apps Being Evaluated by Diocese of San Jose Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Diocese of San Jose IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Diocese of San Jose digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Diocese of San Jose Technographics
Diocese of San Jose is a Non Profit organization based in United States,
with around 500 employees and annual revenues of $60.0 million.
Diocese of San Jose operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, ADP Workforce Now and DLS Online,
covering areas like ERP Financial, Core HR and Loan Management.
Diocese of San Jose has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, ADP and The Computer Department.
Diocese of San Jose recently adopted applications including
Freshservice in 2021, Google Cloud Platform (GCP) in 2021 and Salesforce Marketing Cloud in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Diocese of San Jose’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Diocese of San Jose’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Diocese of San Jose technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.