Caravel Success Hub for NetSuite

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Win Story | Non-profit | The Simons Foundation

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The Simons Foundation’s mission is to advance the frontiers of research in mathematics and the basic sciences. Since its founding in 1994 by Jim and Marilyn Simons, the foundation has been a champion of basic science through grant funding, support for research and public engagement. The Simons Foundation makes grants in four areas: Mathematics & Physical Sciences, Life Sciences, Autism & Neuroscience, and Science, Society & Culture.

Demographics

  • Industry | Non-profit
  • Headquarters | New York, NY
  • Founded | 1994
  • Employees | 500
  • Existing ERP | Great Plains
  • Other Systems | Concur, Planful, Tableau, ADP, SmartSimple, Cvent

NetSuite Solution

  • NetSuite | Social Impact Standard
  • Modules | Financials, Record to Report, Procure to Pay, Project to Cash
  • Interfaces | Banking, Concur, ADP, Cvent, SmartSimple, Planful, Tableau

Sales Team

  • NetSuite | Shannon Cotter, Elizabeth Willard
  • Caravel | Caila Cohen, Frank Herr, Jake Waters

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | The Simons Foundation will deploy NetSuite in a single phase with core
    functionality going live in month five

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