Caravel Success Hub for NetSuite

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Win Story | Financial Services | Farallon Capital Management

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CeleraFi’s proprietary government-supplier invoice funding platform provides working
capital without restrictions to fuel economic growth, expand public contracting
participation, strengthen the local community for government and their local suppliers.

Demographics

  • Industry | Financial Services
  • Headquarters | San Francisco, CA
  • Founded | 1986
  • Employees | <500
  • Existing ERP | SAP Business One
  • Other Systems | Concur, Excel, UKG, Banks, Geneva, Deal Insight

NetSuite Solution

  • NetSuite | Financials First Premium
  • Modules | Record to Report, Oneworld, Procure to Pay, NSPB, NSAW
  • Interfaces | Banking, UKG, SquareWorks, Concur, Deal Insight, Sage FAS, Calero

Sales Team

  • NetSuite | Kodi Weil, David Silver
  • Caravel | Erica Kyriakides, Jake Waters

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Farallon will deploy NetSuite in a single phase with core functionality going live in 9 months and integrating to various 3rd party systems in phase one.

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