Caravel Success Hub for NetSuite

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Win Story | Financial Services | Jet Financial Corp

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Jet was founded by people with experience across the surety industry – all driven to bring a much-needed overhaul to a niche, antiquated insurance industry segment. They are constantly building an experience from beginning to end that is truly respectful of customers’ time and peace of mind, eliminating unnecessary questioning and efficiently delivering the final bond to the oblige.

Demographics

  • Industry | Financial Services
  • Headquarters | Dallas, TX
  • Founded | 2018
  • Employees | 50
  • Existing ERP | QuickBooks
  • Other Systems | Veem, Ramp, Excel, ADP

NetSuite Solution

  • NetSuite | SuiteSuccess Financials First STD
  • Modules | Financials, Record to Report, Procure to Pay, Order to Cash, NSAW
  • Interfaces | Banking, ADP, VEEM, RAMP

Sales Team

  • NetSuite | John Martin
  • Caravel | Frank Herr, Jake Waters

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Jet Financial Corp will deploy NetSuite in a single phase with core functionality going live in month four.

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