Caravel Success Hub for NetSuite

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Win Story | Financial Services | LTC Properties

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LTC is a real estate investment trust (REIT) investing in seniors housing and health care properties primarily through sale-leasebacks, mortgage financing, joint-ventures and structured finance solutions including preferred equity and mezzanine lending.

Demographics

  • Industry | Financial Services
  • Headquarters | West Lake Village, CA
  • Founded | 1992
  • Employees | 23
  • Existing ERP | Great Plains
  • Other Systems | Sage Fam, Sutisoft, Access Database, ADP, Banking, AMEX

NetSuite Solution

  • NetSuite | Financials First STD
  • Modules | Record to Report, Procure to Pay, Order to Cash, Planning and Budgeting, NSAW
  • Interfaces | Banking, AMEX, ADP, Access Database

Sales Team

  • NetSuite | Chris Kettell, Bobby Molinaro
  • Caravel | Caila Cohen, Scott Curry

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | LTC will deploy NetSuite in a single phase with core functionality going
    live in month 15 and integrating to various 3rd party systems in phase one.

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