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Win Story | Medical | Momentum for Health

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The mission of Momentum for Health is to help individuals achieve mental and emotional health, discover and reach their potential, and fully participate in life. Momentum builds stronger communities by giving individuals affected by mental and emotional illness treatment, support, and opportunity to lead healthier lives. Their work is based on the knowledge that individuals who have a mental illness can, and do, recover through available, effective, culturally competent services that encourage self-direction and hope.

Demographics

  • Industry | Medical
  • Headquarters | San Jose, CA
  • Founded | 1997
  • Employees | 300+
  • Existing ERP | Quantum
  • Other Systems | Wells Fargo, AMEX,
    UltiPro, First Republic, Avatar/NetSmart

NetSuite Solution

  • NetSuite | SuiteSuccess Social Impact PRM
  • Modules | Record to Report, Procure to Pay,
    Order to Cash
  • Interfaces | JPM Chase, Wells Fargo,
    AMEX, UltiPro, Avatar

Sales Team

  • NetSuite | Tanner Ayle
  • Caravel | Scott Curry, Caila Cohen

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Momentum for Health will deploy NetSuite in a single-phase with core functionality going live in month 5 and integrating to various 3rd party systems in
    phase 1.

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