Caravel Success Hub for NetSuite

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Win Story | Non-profit | Healthy Alliance Foundation, Inc.

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At Healthy Alliance, they lead the way in transforming how health care is delivered, shifting focus from singular medical interventions to a more proactive approach that addresses the whole needs of a person on a much larger scale. By addressing health from all angles, they are cultivating the type of change that improves health and empowers the underserved.

Demographics

  • Industry | Non-profit
  • Headquarters | Schenectady, NY
  • Founded | 2015
  • Employees | 53
  • Existing ERP | QuickBooks Online
  • Other Systems | Hubspot, Paylocity, Adaptive, Bill.com

NetSuite Solution

  • NetSuite | Non-Profit
  • Modules | Financials, Record to Report,
    Procure to Pay, Order to Cash, NSPB
  • Interfaces | Banking, Bill.com, Milenpro

Sales Team

  • NetSuite | Max Jacobs
  • Caravel | Frank Herr, Jake Waters

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Healthy Alliance Foundation, Inc. will deploy NetSuite in a single phase with core functionality going live in month four.

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