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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

List of CSI Charter ASPEN Business Management System Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Carleton Equipment Distribution 120 $55M United States Constellation Software Inc. CSI Charter ASPEN Business Management System Business Process Management 2009 n/a In 2009, Carleton Equipment implemented the CSI Charter ASPEN Business Management System to manage finance, parts, service and CRM across multiple locations, adopting a Business Process Management platform to scale operations. The deployment was provided by Constellation Software Inc. and focused on consolidating transactional and reporting processes for a mid market distributor based in Michigan, United States. The CSI Charter ASPEN Business Management System configuration included core finance modules for accounting and reporting, parts operations modules to handle inventory and parts transactions, service management capabilities to support field and shop workflows, and CRM functionality to track customer interactions. Configuration work emphasized business process orchestration and standardized workflows across the finance, parts and service functions to improve operational predictability. The vendor case study and vendor site indicate the deployment included integrated CRM use with TargetCRM, making the CRM layer part of the overall application footprint. The rollout covered multiple sites within Carleton Equipment, centralizing reporting visibility and aligning parts and service data flows to the CSI Charter ASPEN Business Management System. Post rollout governance established shared reporting and operational controls across departments, with process changes concentrated in parts and service operations. The vendor case study reports improved parts department efficiency and better reporting visibility following the rollout, outcomes reflected in the implemented Business Process Management configuration.
HES Equipment Distribution 10 $1M United States Constellation Software Inc. CSI Charter ASPEN Business Management System Business Process Management 2024 n/a In 2024, HES Equipment implemented CSI Charter ASPEN Business Management System to streamline service, work-order assignment, and parts and service workflows. The deployment of CSI Charter ASPEN Business Management System is framed as a Business Process Management solution for the company’s service operations and technician coordination. Implementation included CSI Charter ASPEN Business Management System modules ASPEN Mobile and Service Queue, with ASPEN Mobile rolled out beginning in the fall of 2024. ASPEN Mobile was used to improve technician visibility and enable mobile work-order execution, while Service Queue centralized intake and assignment workflows, directly addressing duplicated Smartsheet processes and reducing manual status reconciliation. Operational scope centered on HES Equipment’s field service organization and parts/service workflows within its distribution operations in Holland, Michigan USA, affecting technicians and service managers. Vendor reporting describes measurable improvements in service efficiency and communication after the ASPEN Mobile and Service Queue deployment, and governance moved toward centralized digital work-order workflows to eliminate parallel Smartsheet tracking.
your-move.co.uk/ Limited Construction and Real Estate 4600 $400M United Kingdom Constellation Software Inc. CSI Charter ASPEN Business Management System Business Process Management 2016 n/a In 2016, your-move.co.uk/ Limited deployed CSI Charter ASPEN Business Management System, a Business Process Management application from Constellation Software Inc. The implementation anchored process orchestration across property operations and transactional workflows, with the CSI Charter ASPEN Business Management System positioned as the central platform for structured process execution and controls. Configuration work focused on standard Business Process Management capabilities, including workflow orchestration, case management, document lifecycle management, a rules engine for conditional routing, and compliance tracking. These modules were configured to model end to end property transactions, approvals, and exception handling while exposing task queues and role based work assignments used by operations, sales, finance, and compliance teams. The deployment was integrated into the company technology estate using conventional integration patterns for Business Process Management systems, relying on API and batch interfaces to connect process instances to back office systems and CRM style applications where required. Operational coverage was organized around core business functions rather than geography, enabling centralized process visibility and consistent handling of transaction state across functional units. Governance emphasized standardized workflow definitions, audit trails for process steps, and change control for process models, with a phased rollout approach across functional units to stabilize configuration and user adoption. Training and role based access controls were implemented to align operational users with the new process governance and to ensure consistent execution under the CSI Charter ASPEN Business Management System.
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