Caravel Success Hub for NetSuite

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Win Story | Non-profit | Accion International

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Accion is a global nonprofit on a mission to create a fair and inclusive economy where underserved people have quality financial choices and opportunities to improve their economic well-being. They are the leading early-stage investor in fintech for inclusion and experts in digital transformation with decades of experience harnessing the capital markets to deliver cheaper, more accessible, and customer-friendly solutions for the 1.8 billion people left out of, or poorly served by, the financial sector. For more than 60 years, Accion has helped tens of millions of people through their work with more than 200 partners in 63 countries.

Demographics

  • Industry | Non-profit
  • Headquarters | Washington, DC
  • Founded | 1961
  • Employees | 400
  • Existing ERP | Deltek Vantagepoint
  • Other Systems | Smartsheets, AvidXchange, Salesforce.com, Adaptive Planning, Power BI

NetSuite Solution

  • NetSuite | Social Impact Premium
  • Modules | Financials, Record to Report,
    Procure to Pay, Order to Cash, Project to
    Cash, NSPB
  • Interfaces | Banking, Credit Cards, ADP,
    SquareWorks, Salesforce, PayPal,
    Smartsheet, Outlook

Sales Team

  • NetSuite | Alex Yankauer
  • Caravel | David Tillotson, Frank Herr

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Accion International will deploy NetSuite in a single-phase approach with core functionality going live in month five.

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