Category: Customer Stories

What happens when a research organization grows faster than its systems?

 

Join Lawrence Bianco, VP of Finance & Controller at The Simons Foundation, as they share the behind-the-scenes story of modernizing financial operations to keep pace with expanding programs and funding complexity.

 

In this conversation, Lawrence Bianco walks through what wasn’t working, what had to change, and how the team approached their ERP transformation. From improving reporting and internal controls to building processes that scale with research initiatives, you’ll hear what it really took to create clarity without slowing down the mission.

Manufacturing moves fast—and disconnected systems can’t keep up. 

 

Join Stephane Uhl, VP of Finance at Vatn Systems, as they share how their team laid the groundwork for a more connected, scalable operation.

 

You’ll hear how Vatn Systems tackled production visibility, financial alignment, and operational complexity head-on. Stephane Uhl will break down the turning points in their ERP journey: what surprised them, what they’d do again, and how they built a foundation strong enough to support modern manufacturing and future growth.

Mission-driven work comes with real financial complexity.

 

Join Madison Brooke, COO at Montana Community Development Corporation (MoFi), as they share how their team balanced community impact with compliance and operational rigor.

 

In this session, you’ll hear how MoFi approached their ERP transformation—not just as a technology project, but as a way to strengthen reporting, transparency, and long-term sustainability. Madison Brooke will share practical lessons from the process and how the organization built systems that support both accountability and growth.

 

Join Amber Stead, VP of Finance, at Come Near—an organization devoted to helping people explore faith and community—as she shares how their team worked with Caravel to implement NetSuite and bring clarity to their financial operations.

 

In this session, Amber details Come Near’s ERP journey—from identifying the need for better structure and transparency to configuring systems and empowering staff. See how Come Near streamlined processes, improved reporting, and created a foundation for sustainable growth in its mission-driven work.

Join Allison Groves, VP of Accounting and Financial Operations, at Intel 471—a leading provider of cyber threat intelligence—as she shares how the company collaborated with Caravel to implement NetSuite and unify its financial systems.

 

In this session, Allison walks through Intel 471’s ERP transformation—from evaluating solutions and mapping global processes to building integrations and achieving go-live. Learn how Intel 471 enhanced visibility, strengthened operational control, and positioned its finance team to support the company’s continued growth in the fast-moving cybersecurity landscape.

We’re hosting a live webinar with our client, Registrar Corp on Tuesday, December 16th at 1pm ET.

 

Registrar Corp assists their clients to navigate global regulatory requirements and minimize business risk through innovative software solutions, expert services, and comprehensive online compliance training.

 

From software selection to the ROI they are benefiting from today, you’ll hear firsthand how their team:

• Integrated multi-subsidiary structure under a single ERP instance
• Gained accurate, consolidated financials with Caravel’s Non-Controlling Interest IP
• Improved real-time insights and reporting with the use of NSPB

Join Kim O’Donnel, Senior Manager of Order to Cash, and Ami Modi, Head of Corporate Accounting at Copado—a leading DevOps platform for Salesforce—as they share how the fast-growing SaaS company selected and implemented NetSuite with the support of Caravel.

 

In this session, Kim and Ami walk through Copado’s ERP journey—from vendor selection and system design to data migration, training, and go-live. Discover how Copado modernized its financial operations to streamline workflows, enhance visibility, and enable scalable, efficient growth in the rapidly evolving cloud software industry.

Join Kristen Spicola, Director of Administrative Services at Pueblo Water, as she shares how the utility selected and implemented NetSuite with Caravel’s support.

In this session, Kristen walks through their ERP journey—from vendor selection and system design to data migration, training, and go-live. Learn how Pueblo Water modernized its operations to streamline workflows, enhance financial visibility, and support efficient, reliable service for the community.

Join Deanna Vawser, Budget Controller at Virginia Garcia Memorial Health Center, as they share how the company selected and implemented NetSuite with Caravel’s support.

In this session, Deanna walks through their ERP journey—from vendor selection and system design to data migration, training, and go-live.

Learn how Virginia Garcia Memorial Health Center modernized its operations to streamline workflows, enhance financial visibility, and scale efficiently.

Join Michael Motes, VP of Finance at Revel Group, as he shares how the company selected and implemented NetSuite with Caravel’s support.

Revel Group is a Knoxville-based management company behind some of East Tennessee’s biggest names in entertainment, including Anakeesta, WildSide, and Stay Hideaways. In this session, Michael walks through their ERP journey—from vendor selection and system design to data migration, training, and go-live.

Discover how Revel Group modernized its operations to streamline workflows, enhance financial visibility, and scale efficiently while supporting a diverse portfolio of attractions and hospitality experiences across the Great Smoky Mountains.