Caravel Success Hub for NetSuite

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Win Story | Financial Services | The Goddard School

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The Goddard School uses the most current, academically endorsed methods to ensure that children have fun while learning the skills they need for long-term success in school and in life. Their talented teachers also collaborate with parents to nurture children into respectful, confident, and joyful learners.

Demographics

  • Industry | Financial Services
  • Headquarters | King of Prussia, PA
  • Founded | 1988
  • Employees | 200+
  • Existing ERP | Microsoft GP
  • Other Systems | Dynamics, Concur, UKG, Wells Fargo, FMS, Igoddard, Amex, Tradeshift, Outlook, Power BI, Okta.

NetSuite Solution

  • NetSuite | SuiteSuccess Software STD
  • Modules | Record to Report, Procedure to Pay, Project to Cash, Order to Cash, Planning and Budgeting.
  • Interfaces | Wells Fargo, Amex, UKG, Power BI, Dynamics CRM, Outlook, FMS, Igoddard, Squareworks, Brex, Concur, Avalara, Okta, Gatekeeper, Punchout 2 go.

Sales Team

  • NetSuite | Jeff Win
  • Caravel | Caila Cohen, Scott Curry

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Goddard will deploy NetSuite in a single-phase with core functionality going live in month 7 and integrating to various 3rd party systems in phase 1.

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