The San Jose Group
747 N Wabash Ave APT 2502,
Chicago, 60611, IL,
United States
Chicago, 60611, IL,
United States
1 312-565-7000
Professional Services
The San Jose Group Technographics
The San Jose Group Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The San Jose Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 The San Jose Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The San Jose Group has purchased the following applications: Simpli.fi Advantage ERP for ERP Financial in 2012, Microsoft 365 for Collaboration in 2020, Salesforce Heroku for Apps Development in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems The San Jose Group is running and its propensity to invest more and deepen its relationship with Simpli.fi , Microsoft , 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 The San Jose Group 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 The San Jose Group 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.
The San Jose Group Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Simpli.fi | Legacy | Simpli.fi Advantage ERP | ERP Financial | ERP Financial Management | n/a | 2012 | 2012 |
In 2012 The San Jose Group implemented Simpli.fi Advantage ERP in the ERP Financial category to centralize accounting and finance across its three business units. The deployment targeted the company’s end to end accounting, finance and operations cycle, bringing San Jose Group, San Jose Advertising (Media) and San Jose Network (international network of agencies) onto a single Advantage platform.
The implementation completed a conversion from Adman to Simpli.fi Advantage ERP and included configuration of core financial modules such as general ledger, accounts payable, accounts receivable, payroll processing and cash management. Financial reporting and chart of accounts restructuring were executed to address inefficiencies left by a predecessor, and data conversion and reconciliation were completed as part of the cutover.
Operational coverage extended to accounting, finance, HR administration and IT oversight, with the VP Controller leading the program and owning process redesign. Payroll quarterly tax filing processes were moved in house with the external CPA retained in a review capacity, and employee benefit administration changes were coordinated with system workflows, including implementation of a Section 125 Cafeteria plan and addition of a 401K alongside an existing Profit Sharing Plan.
The program also encompassed banking and treasury changes for the San Jose Network, switching banking relationships and instituting a GIC ladder for excess funds, and it coordinated vendor and vendor contract changes such as copier and postage leases, telephone VOIP provider and electricity reseller selections. The controller documented and corrected predecessor errors, enabling negotiation to reverse and reduce late payment penalties and interest with tax authorities, and governance shifted to centralized finance ownership with revised vendor and benefits administration processes.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020 The San Jose Group implemented Microsoft 365 as its Collaboration platform. The San Jose Group is a 40 employee professional services firm in the United States and adopted Microsoft 365 to centralize email, document collaboration and client-facing communications.
The deployment was provisioned as a single Microsoft 365 tenant, leveraging core Collaboration capabilities such as Exchange Online for business email, SharePoint Online and OneDrive for document libraries, and Teams for synchronous collaboration and meetings. Configuration work emphasized user account and license assignment, mailbox setup, SharePoint site architecture, OneDrive provisioning for staff, and Teams channel structures appropriate to a small professional services organization.
Using Microsoft 365 on their website the firm surfaces Microsoft 365 managed assets and links to cloud-hosted resources from its public site, enabling staff and client access to shared documents and meeting invitations through Microsoft 365 services. Operational coverage spans firmwide business functions including delivery teams, administrative operations, and client engagement workflows.
Governance centered on tenant-level administrative roles, user lifecycle and provisioning processes, baseline security and sharing policies, and role-based access controls for document libraries and Teams spaces. These governance and configuration choices embed Microsoft 365 as the central Collaboration backbone supporting internal coordination and client communication for The San Jose Group.
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Heroku | Apps Development | PaaS | n/a | 2021 | 2021 |
In 2021, The San Jose Group deployed Salesforce Heroku for Apps Development to power its public website and client facing web services. The San Jose Group uses Salesforce Heroku on their website as an application runtime and hosting layer, centralizing web application delivery under the Salesforce Heroku platform.
The implementation architecture centers on Heroku application runtimes, leveraging buildpack based language stacks and separation of web process types and background workers to support synchronous page delivery and asynchronous tasks. Configuration management relies on environment variables for secrets and settings, and the deployment uses Heroku constructs such as dynos, build pipelines, and managed add ons to provide persistent service components and operational telemetry.
Operational scope concentrates on website driven marketing and client engagement functions within the professional services firm, with developer workflows organized around Git based deployments, staging to production promotion, and role based access controls using Heroku team constructs. Governance emphasizes consistent application configuration and deployment pipeline hygiene to maintain reliable website operations and code promotion across environments.
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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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at The San Jose Group
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Apps Being Evaluated by The San Jose Group Executives
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FAQ - APPS RUN THE WORLD The San Jose Group Technographics
The San Jose Group is a Professional Services organization based in United States,
with around 40 employees and annual revenues of $5.0 million.
The San Jose Group operates a diverse technology stack with applications such as
Simpli.fi Advantage ERP, Microsoft 365 and Salesforce Heroku,
covering areas like ERP Financial, Collaboration and Apps Development.
The San Jose Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Simpli.fi, Microsoft and Salesforce.
The San Jose Group recently adopted applications including
Salesforce Heroku in 2021, Microsoft 365 in 2020 and Amazon EC2 in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of The San Jose Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates The San Jose Group’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 The San Jose Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.