Caravel Success Hub for NetSuite

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Win Story | High-Tech | Concord Technologies

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Concord has always been driven to provide the most secure, scalable, and reliable modern Cloud Fax platform in the industry. Now, they’re leading the development of artificial Intelligence technologies to extract data from documents and ease the burden of managing fax communications.

Demographics

  • Industry | High-Tech
  • Headquarters | Seattle, WA
  • Founded | 1996
  • Employees | 226
  • Existing ERP | Sage Intacct
  • Other Systems | NetSuite, Salesforce, ADP, Ramp, UMPQUA, JPM Chase, Service View, Avalara

NetSuite Solution

  • NetSuite | Software Prm
  • Modules | Record to Report, Procure to Pay
  • Interfaces | Ramp, UMPQUA, JPM Chase

Sales Team

  • NetSuite | JD Fischer, Danielle Falconer
  • Caravel | Scott Curry, Caila Cohen, Kelly Gonyea

Implementation

  • Methodology | SuiteSuccess + Optimization
    + Migration
  •  Approach | Concord will migrate into their
    subsidiary’s NetSuite instance for RTR and PTP process areas.

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