Advisory

Helping Clients Make the Right Decision Out of the Gate

The Team at Caravel has spent the last two decades working with clients across North America ranging from SMB, Mid-Market to Enterprise. Having worked with over 750+ clients, Caravel has consolidated this experience into a repeatable framework for helping companies define lean yet scalable business processes, efficiently determining the right technology to support the business, and providing project oversight to ensure project and ultimately business success.

Our goal is your goal: Help drive the right decisions as quickly and cost effectively as possible.

Caravel’s business process expertise spans the Front Office (CRM), Back Office (ERP) and IT Operations.

  • CRM – Sales Organization (Inside, Field, Channel), Business Development, Marketing Automation, Social Marketing, User Experience & Mobility
  • ERP – Finance / Record to Report, FP&A, Order Administration / Order to Cash, Procurement / Procure to Pay, Project Financial Management, Manufacturing / Product Definition to Work Order Management, Supply Chain Management / Forecast to Plan, Customer Service / Service Request & Return to Resolution
  • IT Operations – Master Data Management, Integration, Enterprise Analytics, Big Data Management, Help Desk & Operational Support

BUSINESS SYSTEM ASSESSMENT

TECHNOLOGY ROADMAP DEVELOPMENT

SOFTWARE
SELECTION

PMO & PROJECT GOVERNANCE

Caravel helps Clients quickly, efficiently and cost effectively determine the “What, When and How” around selecting the right software or technology platform for its Clients. Whether Front Office (CRM), Back Office (ERP, SCM, HCM & EPM) or IT Ops, Caravel brings the re-usable tools and templates to maximize the ROI surrounding the project while minimizing the TCO. Below are a range of services Caravel offers.

Business System Assessment (BSA)
  • Review & Categorize Business Processes, Business Requirements and Existing Business Application Systems
  • Develop Process Maturity Model and Technology Adoption/Incorporation
  • Provide Recommendations Around Business Process Optimization, Leading Practices and Business Application Systems (Keep, Replace, Upgrade, Integrate)
Technology Roadmap Development
  • Leveraging the BSA, Caravel Develops a Client-specific Technology Roadmap
  • Provide a preliminary analysis of potential software providers
  • Provide estimated TCO to acquire, deploy and support the proposed Technology Roadmap
Software Selection
  • RFI or RFP Development – Additive to BSA, Draft Documents, Distribute to Vendors, Collect, & Assist in Creating Vendor Shortlist through Scoring Process
  • Vendor Demonstrations – Additive to BSA & RFI/RFP Process, Demo Flows, Vendor Preparation & Coordination, Demos & Follow Up, Score Card, Decision Matrix
  • Vendor Negotiations – Additive to BSA, RFI/RFP & Demo Process, Vendor & Contract Negotiations
PMO & Project Governance
  • Help clients manage their technology projects from inception to go-live bringing tactical, strategic and tool-based approaches.
  • Project Management – Daily Project Activities & Tasks, Client & Implementation Partner Resource Management, Project Deliverables
  • Project Oversight – Project Timelines & Deliverables, Status & Steering Committee Meetings, Project Health
  • Project Tools – Pre-Built Project Templates, Project Management Framework, Project Management Portal

CONTACT US

Would you like to know more?

Then get in touch now!

CALIFORNIA

2001 North Main Street, Suite 360
Walnut Creek, CA 94596-7253

‪(714) 253-4455

NEW YORK

450 Lexington Avenue
New York, NY 10017

info@caravel-partners.com
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