Caravel Success Hub for NetSuite

Caravel Success Hub |

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Win Story | Services | Arabella Advisors

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Arabella Advisors is a leading philanthropy services firm. They support the efforts of individual, family, institutional, and corporate donors worldwide. Their deep knowledge on issues and causes philanthropists care deeply about enables them to apply rigorous business principles when implementing grant-making strategies, effective portfolio management, and nonprofit evaluations. Their comprehensive approach to philanthropy delivers results that make a measurable difference

Demographics

  • Industry | Services
  • Headquarters | Wilmington, DE
  • Founded | 2005
  • Employees | 201-500
  • Existing ERP | Great Plains, Sage
    Intacct, QuickBooks
  • Other Systems | Arabella, Kiwi, Financial Force, Expensify, Ceritnia, Nexonia, TSheets, Paycor, CapitalOne

NetSuite Solution

  • NetSuite | Services Premium with OpenAir
  • Modules | Record to Report, Procure to Pay,
    Project to Cash/Order to Cash (OpenAir)
  • Interfaces | CapitalOne, Salesforce, Paycor

Sales Team

  • NetSuite | David Walsh
  • Caravel | Kelly Gonyea, Rob Cupka

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Three-Phased approach with ERP going live for all companies in phase 1 and PSA being slowly rolled out over time.

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