AI Buyer Insights:

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

Society of Certified Senior Advisors
Location
720 S. Colorado Blvd., Suite 750 N.,
Denver, 80246, CO,
United States
Website
https://www.csa.us/
Phone
1 800-653-1785
Artw industry
Education
Employee
Revenue

Society of Certified Senior Advisors Technographics

Society of Certified Senior Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Society of Certified Senior Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Society of Certified Senior Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Society of Certified Senior Advisors has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Microsoft 365 for Collaboration in 2019, Salesforce Pardot for Marketing Automation in 2012 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Society of Certified Senior Advisors is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , RegFox 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 Society of Certified Senior Advisors revenues, which have grown to $5.0 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 Society of Certified Senior Advisors 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.

Society of Certified Senior Advisors Tech Stack and Enterprise Applications

Society of Certified Senior Advisors ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle NetSuite ERP ERP Financial ERP n/a 2010 2010
In 2010, Society of Certified Senior Advisors implemented Oracle NetSuite ERP. The Oracle NetSuite ERP deployment addressed ERP Financial functions, centralizing core accounting including general ledger, accounts payable, accounts receivable, invoicing, cash management, and financial reporting. Configuration prioritized a streamlined footprint suitable for a 50 person education organization, emphasizing chart of accounts standardization, automated journal processing, and month end close workflows. Operational ownership rested with the finance function, where the system was used to standardize accounting processes, support certification program billing, and manage membership revenue recognition. Governance changes introduced role based access controls and defined approval workflows for payables and receivables, aligning operational procedures with the application data model. Integrations and implementation partner information were not specified, so the implementation narrative focuses on the Oracle NetSuite ERP architecture and functional consolidation under the ERP Financial category.
Society of Certified Senior Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
In 2019, Society of Certified Senior Advisors implemented Microsoft 365 in a Collaboration context. Microsoft 365 is observed in use on their public website, showing the application is part of their online presence and employee-facing cloud toolkit. This placement establishes a clear Company Microsoft 365 Collaboration relationship tied to the association's digital channels. At an organization size of about 50 employees, Microsoft 365 Collaboration typically provides email and calendaring, cloud file storage and synchronization, document collaboration, and web content management capabilities, and those capabilities align with education delivery, member services, and administrative operations. The adoption implies centralized content and communication controls, along with identity and access governance consistent with Microsoft 365, to support internal workflows and member-facing content updates. Microsoft 365 is therefore positioned to support Society of Certified Senior Advisors Collaboration needs across both their website and internal operational functions.
Event Management Collaboration 2018 2018
Society of Certified Senior Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Pardot Marketing Automation CRM n/a 2012 2012
In 2012, Society of Certified Senior Advisors implemented Salesforce Pardot as its Marketing Automation platform. The deployment uses Salesforce Pardot on their website to centralize lead capture and automated nurture workflows for the organizations marketing function. The SaaS implementation embeds Pardot tracking code and on-site forms to collect prospect data, support landing pages, and enable email automation, segmentation, lead scoring and prospect activity tracking consistent with Marketing Automation capabilities. Operational ownership is concentrated in the marketing team within the 50 employee organization, with configuration and campaign templates calibrated for a small enterprise footprint. Governance focuses on centralized campaign orchestration, template control and on-site consent capture, with workflows designed to convert website visitors into tracked prospects and to run ongoing nurture sequences through Salesforce Pardot.
Marketing Automation CRM 2020 2020
Society of Certified Senior Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Society of Certified Senior Advisors

First Name Last Name Title Function Department Email Phone
National Account Manager Manager Finance
Senior Director of Business Development & Strategy Director Sales
Director - Business Development Director Finance
Show All Contacts

Apps Being Evaluated by Society of Certified Senior Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Society of Certified Senior Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Society of Certified Senior Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Society of Certified Senior Advisors Technographics
Society of Certified Senior Advisors is a Education organization based in United States, with around 50 employees and annual revenues of $5.0 million.
Society of Certified Senior Advisors operates a diverse technology stack with applications such as Oracle NetSuite ERP, Microsoft 365 and Salesforce Pardot, covering areas like ERP Financial, Collaboration and Marketing Automation.
Society of Certified Senior Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Oracle, Microsoft and Salesforce.
Society of Certified Senior Advisors recently adopted applications including ActiveCampaign in 2020, Amazon CloudFront in 2020 and Microsoft 365 in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Society of Certified Senior Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Society of Certified Senior Advisors’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 Society of Certified Senior Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.