Caravel Success Hub for NetSuite

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Win Story | Financial Services | Onboard Partners

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Onboard Partners is an accomplished team of growth experts with broad industry experience. They work alongside business leaders to develop and execute creative solutions that drive profitable, lasting results. They are built on a foundation of partnership and bring forward a comprehensive platform of strategic and operational services, all aimed at improving performance and profit potential. Companies turn to us to help optimize customer acquisition and lifetime value, develop winning partnerships, build and manage consumer lending portfolios, and deploy capital to accelerate strategic priorities.

Demographics

  • Industry | Financial Services
  • Headquarters | Boston, MA
  • Founded | 2023
  • Employees | 80+
  • Existing ERP | SAP S4 HANA
  • Other Systems | N/A

NetSuite Solution

  • NetSuite | Financials First
  • Modules | Financials, Oneworld, Basic Projects, Order Management.
  • Interfaces | Bank of America

Sales Team

  • NetSuite | Jaqueline Shandler
  • Caravel | Corey Ruane

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Onboard Partners will deploy NetSuite in a single-phase with core functionality going live in 2-3 month.

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