Caravel Success Hub for NetSuite

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Win Story | Services | Omnia Exterior Solutions

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Omnia Exterior Solutions is an innovative partnership platform for entrepreneurial, visionary roofing and remodeling companies. They collaborate with motivated business owners to accelerate their growth.

Demographics

  • Industry | Services
  • Headquarters | Trophy Club, TX
  • Founded | 2023
  • Employees | 10
  • Existing ERP | QuickBooks; Sage300 + Field Service Management
  • Other Systems | JonNimbus, Monday.com,
    Acculynx, Contractor Foreman, Sumo Quote,
    Fusion CRM,, Bank: BMO, Construction
    Management: Procore, Provia Windows, Bath

NetSuite Solution

  • NetSuite | Services Premium
  • Modules | Record to Report, Procure to Pay,
    Design to Build, Project to Cash, Field Service Management
  • Interfaces | Banking, Credit Card, Payroll,
    Payment Gateway

Sales Team

  • NetSuite | Angela Kavanaugh, Alex Warren
  • Caravel | Corey Ruane, Rob Cupka

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Omnia will deploy NetSuite in a 5- phased approach with core construction and field service functionality going live for 1 entity in phase 1. Additional companies will be onboarded in phases 2, 3, and 4 with integrations taking place in phase five.

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