CS3 Technology

What CS3 Technology does

CS3 Technology is a US-based ERP and HCM software consulting firm founded in 1996 and headquartered in Tulsa, Oklahoma. The company sells, implements, and supports cloud-based business management platforms—principally Acumatica ERP, Scissortail HCM (built on UKG technology), Sage HRMS, and Sage 100cloud—targeting small and mid-sized businesses across manufacturing, field service, distribution, healthcare, and education verticals. CS3 operates as a value-added reseller and Gold Partner for Acumatica, with additional partnerships for UKG, Sage, DataSelf (BI), Avalara (tax compliance), and Velixo (Excel-based reporting).

CS3's core technology deliverable is its proprietary service methodology stack: the Plus7 Process (seven-phase implementation framework: Discovery, Design, Planning, Education, Validation, Deploy, Refine), the CS3 Blueprint (detailed scoping with ROI analysis for large projects), the MaxUP Philosophy (post-implementation software optimization), and the SERV Access Plan (tiered ongoing support subscriptions with guaranteed 8/4/2-hour SLAs). These methodologies constitute the firm's primary intellectual property and the basis for its differentiation against competing implementation partners. Pricing is quote-based; revenue mechanics combine one-time professional services engagements, recurring SERV subscriptions, and software licensing resale margins.

The company serves clients across 30+ US states and select international locations, with a 16+ person team including certified HR consultants, ERP/HCM consultants, a Payroll Tax Specialist, and Client Account Managers. Customer evidence is anchored on mid-market case studies (Universal Industries, ProFillment, ZEVAC, LS Industries, Advanced Ecology) with documented outcomes such as $2.1M in projected three-year savings at ZEVAC. CS3 is founder-led by President Gary Crouch, privately held without disclosed external investment, and was acquired i.c.bleu in 2008 as its only recorded M&A transaction.

Name

CS3 Technology

Legal name

CS3 Technology

Website

https://cs3technology.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

CS3 Technology is a Tulsa-based ERP and HCM software consulting firm that sells, implements, and supports Acumatica, Scissortail HCM (UKG), Sage HRMS, and Sage 100cloud for mid-sized businesses in manufacturing, distribution, field service, healthcare, and education.

Ownership category

akta.pro rank

Product category

ERP and HCM Implementation Consulting

NAICS

Computer Systems Design Services (541512), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)

akta.pro primary industry

Enterprise Application Data Migration & Master Data Management Services (BPAEAGAJ)

akta.pro secondary industry

Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)

Keywords

• ERP consulting
• HCM implementation
• Software reseller
• Cloud ERP deployment
• Payroll software consulting

Headquarters

HQ city

Tulsa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. ERP Implementation Consulting: Professional services for Acumatica ERP implementation including discovery, design, planning, deployment, and ongoing optimization. Serves manufacturing, distribution, field service, and other industrial sectors.
2. HCM Implementation Consulting: Human Capital Management consulting for Scissortail HCM, Sage HRMS, and related workforce management solutions. Includes talent acquisition, HR administration, payroll processing, and compliance management.
3. SERV Access Plans: Ongoing support contracts with tiered levels (Essential, Reserve, VIP) providing software support, diagnostics, upgrades, and consulting access. Revenue-generating maintenance and support subscriptions.
4. Software Resale: Resale of Acumatica ERP, Scissortail HCM, Sage HRMS, Sage 100cloud, DataSelf, Avalara, and Velixo software products as a value-added reseller and Gold partner.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

CS3 Technology is a business software consulting firm that resells and implements cloud ERP and HCM platforms — primarily Acumatica ERP, Scissortail HCM (UKG), Sage HRMS, and Sage 100cloud — for small and mid-sized organizations. It delivers end-to-end services via its proprietary Plus7 Process (Discovery, Design, Planning, Education, Validation, Deploy, Refine) and CS3 Blueprint scoping methodology, complemented by the MaxUP optimization approach and tiered SERV Access Plan ongoing support subscriptions with guaranteed response times.

Product overview

CS3 Technology is a software consulting firm specializing in ERP and HCM implementations, offering a portfolio of software products combined with strategic consulting services. The product portfolio includes Scissortail HCM (a unified cloud-based HCM platform backed by UKG technology for workforce management from hiring to retirement), Acumatica ERP (cloud-based ERP for small and mid-sized businesses with Financial Management, CRM, Distribution, and Project Accounting), Sage HRMS and Sage 100cloud (additional ERP and HRMS options), DataSelf (business intelligence add-on providing 5,000+ reports integrated with Acumatica and Sage 100), Avalara (automated tax compliance integration), and Velixo (Excel-based reporting add-in for Acumatica). Beyond software resale, CS3 provides implementation services through the Plus7 Process methodology, CS3 Blueprint (detailed scoping and design), SERV Access Plan (ongoing support tiers with guaranteed response times), and MaxUP (software optimization approach). The company serves clients across manufacturing, field service, distribution, healthcare, and education sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Scissortail HCM Unified cloud-based human capital management platform built on UKG technology, covering hiring, HR, timekeeping, absence management, and payroll across the full employee lifecycle from onboarding to offboarding. Sold and implemented by CS3 for mid-market employers.
• Acumatica ERP Cloud-based enterprise resource planning platform for small and mid-sized businesses, providing financial management, customer relationship management, distribution management, project accounting, and business intelligence, with SaaS, private cloud, or on-premises deployment.
• Sage HRMS Comprehensive human resource management system covering the workforce from hire to retire, including payroll, benefits, recruiting, employee self-service, time and attendance, and training management, available on-premises or hosted.
• Sage 100cloud Integrated business management solution for small and mid-sized companies covering financial management, CRM, distribution, manufacturing, and business intelligence with flexible on-premises, cloud, or hybrid deployment.
• DataSelf Business intelligence and analytics add-on with 5,000+ predefined reports, KPIs, and dashboards, integrating with Acumatica and Sage 100 to deliver cross-departmental insights across sales, finance, inventory, and CRM.
• Avalara Cloud-based automated tax compliance solution integrated with ERP systems to provide real-time tax calculation, returns filing and remittance, exemption certificate management, and cross-border compliance across multiple jurisdictions.
• Velixo Excel-based reporting and budgeting solution for Acumatica users providing real-time data access, financial reporting, consolidation, planning, and automated data push directly within the familiar Excel environment.
• CS3 Blueprint Standalone detailed scoping service for large software implementation projects, structured around Discovery, Diagnosis, Design, Delivery, and Dividends phases to accurately determine needs, estimate financial impact, and eliminate the risk of investing in the wrong solution.
• SERV Access Plan Tiered ongoing support and education subscription plan offering reactive break-fix and proactive consulting access, with Essential, Reserve, and VIP tiers providing guaranteed 8-, 4-, and 2-hour response times, system upgrades, training, and strategic evaluations.
• MaxUP Software optimization service that analyzes business needs across HR, Accounting, Technology, and Operations to ensure software tools are used in the most beneficial and efficient manner, including clear requirements definition, meticulous planning, and comprehensive education.

Quantifiable outcome

• $2.1 million savings over 3 years
• +1 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• AcumaticacoreTechnology or IntegrationGold Partner status for Acumatica ERP implementation and resale. CS3 Technology provides comprehensive implementation services including discovery, design, planning, deployment, and ongoing support for Acumatica cloud-based ERP solutions serving small and mid-sized businesses.
• UKG (Scissortail HCM)coreTechnology or IntegrationPartnership with UKG to implement Scissortail HCM, a unified human capital management cloud platform. Scissortail HCM leverages UKG technology for workforce management across the entire employee lifecycle from onboarding to offboarding.
• SagecoreTechnology or IntegrationPartnership for Sage HRMS and Sage 100cloud business management solutions. CS3 Technology provides implementation and support services for Sage human resources and accounting platforms.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• Net at Work: Net at Work is a mid-market ERP, HCM, and CRM consulting firm and Sage/Acumatica VAR with implementation, support, and managed services — directly overlapping CS3's product portfolio, go-to-market, and target customer base.
• SWK Technologies: SWK Technologies is a Sage and Acumatica partner delivering ERP implementation, custom development, and managed support to small and mid-sized businesses — closely matching CS3's service mix and vertical focus.
• Wipfli: Wipfli is a top-20 US accounting and advisory firm with a dedicated ERP/HCM implementation practice serving mid-market manufacturers and distributors — competing head-to-head with CS3 in Acumatica and Sage engagements.
• KTL Solutions: KTL Solutions is an Acumatica Gold Partner providing ERP implementation and support to mid-market manufacturers and distributors — a near-twin peer to CS3 in platform focus and customer profile.
• Sikich: Sikich is a mid-market professional services firm offering ERP, HCM, and CRM consulting with implementation and managed support — directly comparable to CS3 in size, scope, and target verticals.
• Optimum Consulting: Optimum Consulting is an Acumatica ERP implementation partner serving mid-market companies — a direct peer to CS3 in platform specialization and vertical approach.

Broad incumbents

• Armanino: Armanino is a large US business consulting firm with a strong ERP/HCM implementation practice serving mid-market and enterprise clients — broader portfolio and deeper bench, but overlapping Acumatica and Sage delivery capabilities.
• RSM US: RSM US is a global mid-market audit, tax, and consulting firm with significant ERP/HCM implementation services — competing for the same enterprise mid-market engagements as CS3 but with materially greater scale.
• Baker Tilly US: Baker Tilly is a top-15 US advisory firm with an ERP/HCM technology practice that competes with CS3 for mid-market Acumatica, Sage, and UKG implementation work.
• BDO USA: BDO USA is a major accounting and consulting network with a dedicated technology practice delivering ERP/HCM implementations to mid-market clients — broader scope and far greater scale than CS3 but materially overlapping on Sage and cloud ERP work.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/CS3Technology
• Facebookfacebook.com/CS3Technology
• LinkedInlinkedin.com/company/cs3-technology

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CS3 Technology