List of Caseware Connector Customers
Toronto, M5V 1J6, ON,
Canada
Since 2010, our global team of researchers has been studying Caseware Connector customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Caseware Connector for Data Migration from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Caseware Connector for Data Migration include: Plante Moran, a United States based Professional Services organisation with 3800 employees and revenues of $1.00 billion, SB Partners, a Canada based Professional Services organisation with 80 employees and revenues of $13.0 million and many others.
Contact us if you need a completed and verified list of companies using Caseware Connector, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Caseware Connector customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Plante Moran | Professional Services | 3800 | $1.0B | United States | CaseWare International | Caseware Connector | Data Migration | 2012 | n/a |
In 2012 Plante Moran implemented CaseWare Connector to support Data Migration for audit workpapers and automated data population across audit engagements. The deployment targeted the firm s audit function and was positioned to feed structured data into CaseWare workpapers, addressing routine data transfer and workpaper population needs for teams managing engagements of six or more staff. CaseWare Connector is referenced by name as the application used to perform these data migration and population tasks.
Configuration focused on mapping inbound data templates into CaseWare workpapers and automating import routines, leveraging existing Excel-based templates and data analysis procedures used by engagement teams. Functional capabilities implemented included automated population of workpapers, data validation steps during import, and reconciliation checkpoints to ensure consistency between source spreadsheets and CaseWare deliverables. These configurations aligned with typical Data Migration workflows for audit documentation and standardized the technical handoff from client files and internal spreadsheets into CaseWare.
Governance and rollout encompassed updating workpaper standards and embedding training into audit onboarding and continuous learning programs. Implementation activities included development of case-study style training materials and on-demand demonstrations to familiarize auditors with the CaseWare Connector import process and template usage, and operational ownership rested with audit leadership and senior staff responsible for templates and validation controls. The project outcome explicitly included automatic population of workpapers via CaseWare Connector, improving how structured audit data was ingested into the firm s CaseWare environment, consistent with the Data Migration objective.
|
 |
SB Partners | Professional Services | 80 | $13M | Canada | CaseWare International | Caseware Connector | Data Migration | 2023 | n/a |
In 2023, SB Partners implemented Caseware Connector as part of a broader adoption of the Caseware Essentials Suite to address engagement file rollover and data linkages. Caseware Connector is categorized as Data Migration and was deployed alongside Caseware Working Papers desktop, Caseware Cloud storage, Caseware SmartSync, Caseware PBC Requests and Caseware Accomplish in a hybrid configuration that preserves desktop engagement workflows while enabling centralized cloud coordination.
The implementation configured Caseware Connector to maintain automatic data linkages between Working Papers files and Microsoft Word and Microsoft Excel documents, enabling year over year rollovers of client data. Caseware SmartSync was instrumented to synchronize document copies and enforce version control across the team, while Working Papers continued to provide engagement management and reporting capabilities within the hybrid architecture.
Operational coverage focused on the assurance practice, where engagement workflows, client collaboration and file management were primary business functions impacted. The firm has also begun a pilot rollout of Caseware IDEA for analytics, and the Caseware Essentials Suite integration model explicitly ties document synchronization, cloud storage and engagement file links to day to day audit and accounting processes.
Governance followed a staged rollout with pilot testing for analytics and staged adoption of synchronization and rollover capabilities, and SB Partners reported improved efficiency in engagement file work and easier year over year data rollover. The firm continues to pursue a hybrid cloud storage approach to address growing Working Papers data storage needs while maintaining desktop based engagement processes.
|
Buyer Intent: Companies Evaluating Caseware Connector
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||