Category: Caravel News

Caravel Wins NetSuite’s Services Alliance Partner of the Year 2024

Posted on by Sarah Bensimon

We are thrilled to announce that we have won this year’s NetSuite Services Alliance Partner of the Year! This award recognizes Caravel’s dedication to the Services industry, and being recognized for this by NetSuite is a huge honor.

 

The Caravel team has been diligently working with Services industry customers for over 20 years, with a focus on helping them thrive with NetSuite ERP. We have helped our customers excel with project management, resources, budgets, tasks, expenses, billing, and more, as well as with 3rd party integrations.

 

Managing Director of Delivery & Operations, Tai Valenzuela says, “We are incredibly honored to be named Services Partner of the Year for the fourth year in a row. This achievement is a testament to the hard work and dedication of our amazing team, our strong partnership with NetSuite, and our unwavering commitment to delivering exceptional results for our clients. We couldn’t have done it without the trust of our clients and the collaborative spirit that drives our success every day. Thank you to everyone who has been a part of this journey!”

 

 

Caravel will continue to proudly serve clients in the Services industry and help propel their business with the top ERP system available today, NetSuite.

Caravel Recognized by NetSuite as Summer 2024 Alliance Partner Spotlight Award Winner

Posted on by Tom Pearce

We are excited to share that Oracle NetSuite has named Caravel, A BPM Technology Solutions Company, a Summer 2024 Alliance Partner Spotlight Award Winner for Fintech, Logistics and Transportation, Microsoft Switch, and Transforming Business Operations. 

 

NetSuite’s Alliance Partner Spotlight Awards recognize leading partners for their demonstrated success in implementing NetSuite and their outstanding work with customers.

 

 

The NetSuite Alliance Partner program provides business consulting services, as well as integration and implementation services, that help customers get even more value from NetSuite. Alliance Partners are experts in their field and have a deep and unique understanding of NetSuite solutions.

 

 

Caravel will continue to be a leader in these industries with the goal of helping companies thrive.

 

“We are incredibly honored to be recognized as a NetSuite Spotlight Award Winner in multiple categories. This achievement reflects the unwavering commitment of our teams, who go above and beyond to provide our clients with the attention, expertise, and dedication required for successful projects across a wide range of industries. Our focus remains on delivering tailored solutions that drive growth and create long-lasting value for every client we serve.”

 

Tai Valenzuela, Managing Director, Delivery & Operations

 

Caravel's award in Microsoft Switch from NetSuite
Caravel's award in Financial Tech from NetSuite
Caravel awarded in Transforming Business Ops from NetSuite
Caravel's award in Logistics and Transportation from NetSuite

Having worked with over 750 clients, Caravel has propelled this experience into a repeatable, yet customizable framework for helping companies in various industries to define lean and scalable business processes, efficiently selecting the optimal technology to support the business, deploying the software platform, providing project oversight to ensure project, and ultimately business success and providing ongoing support services as needed.

Caravel Announces Platinum Sponsorship of SuiteWorld 2024

Posted on by Sarah Bensimon

SAN FRANCISCO – August 21, 2024 – Caravel | BPM Technology Solutions (Caravel) today announced that it is a Platinum level sponsor of SuiteWorld 2024, Oracle NetSuite’s largest celebration for customers and partners taking place September 9-12, 2024 at the Caesars Forum in Las Vegas and On Air. This year’s theme is “All Systems Grow,” and the conference will focus on how the right technology – fueled by the power of AI – can help organizations accelerate growth, gain better insights, make more informed decisions, and boost their bottom line. 

 

The event will feature four energy-packed days with keynotes from NetSuite executives, including Evan Goldberg, founder and executive vice president; Gary Wiessinger, senior vice president of application development; and Brian Chess, senior vice president of technology and AI. The keynotes will unveil new product announcements and showcase how organizations are growing with NetSuite. 

 

At SuiteWorld, Caravel will demonstrate key functionality and custom IP solutions built within NetSuite to support business needs across verticals such as SaaS/high-tech, medical, fintech, services, and products. Attendees will have the opportunity to learn about Caravel’s service offerings, including software advisory, implementation, support, and accounting to help define and optimize lean yet scalable business processes.

 

SuiteWorld will also include:

 

  • Success stories from organizations that have used NetSuite to gain the insights, control, and agility needed to adapt to changing market conditions and run their businesses better
  • New announcements unveiling the latest advancements in AI and other new technologies to help customers leverage the suite to realize their goals faster and more efficiently
  • Personalized training and learning sessions, with the opportunity to engage one-on-one with NetSuite Experts to receive insights tailored specifically to your needs
  • Networking opportunities with NetSuite partners, customers, executives, and product experts in the SuiteWorld Expo
  • An exclusive performance at The Party to celebrate the SuiteWorld community

 

To learn more, please visit us at booth 441 in the SuiteWorld Expo.

 

About SuiteWorld

SuiteWorld is the industry’s premier cloud ERP conference of the year being held at the Caesars Forum in Las Vegas and On Air on September 9-12, 2024. This annual celebration of NetSuite customers and partners features a gathering of industry peers and product experts who run organizations leveraging the power of NetSuite’s integrated business system.

 

For registration and additional details, please visit www.netsuitesuiteworld.com. To join the SuiteWorld conversation on social media, please use #SuiteWorld.

About Caravel

Caravel, a BPM Technology Solutions, is an award-winning software consulting and project management firm. Caravel offers strategic guidance, support, and deployment to businesses of all sizes. Our team provides comprehensive services to help you select the most appropriate technology, optimize your processes, scale your operations successfully, and ensure project success. 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, deploy the software, and provide project oversight. To learn more, visit our website.

 

About BPM

BPM LLP is one of the 40 largest public accounting and advisory firms in the United States. With a global team of more than 900 colleagues, we help clients succeed around the world. Now certified as a B Corporation, BPM offers a cross-functional approach that gives clients direct access to the best and most qualified resources. To learn more, visit our website.

Trademarks
Oracle, Java, MySQL, and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.

 

Contact

Tai Valenzuela

Managing Director, Caravel | BPM LLP

tvalenzuela@bpm.com

tai.valenzuela@caravel-partners.com

210-392-9740

 

Caravel and InteriorWorx Announce Partnership

Posted on by Sarah Bensimon

June 25, 2024 — Caravel is thrilled to announce their formal partnership with InteriorWorx, a Construction company specializing in both residential and commercial projects. InteriorWorx is backed by Ridgeview Capital and has an internal focus on NetSuite optimization for construction organizations.


Together, the Caravel and InteriorWorx teams have developed an upgraded Construction for NetSuite solution, which has been meticulously crafted to empower Construction-based organizations with enhanced functionalities, streamlined processes and unparalleled efficiency.


Key Features

  1. Project Cost Detail – Our intuitive interface makes it simple to input project details, including labor, materials, and equipment costs, and automatically generates a comprehensive Schedule of Values tailored to your project specifications. Stay organized and informed with real-time updates, ensuring transparency and accountability at every stage of your construction project.
  2. Schedule of Values and Billing Management – With the enhanced SuiteBundle, the Schedule of Values is not only created with a single click, but allows users to track progress, manage budget allocations, and ensure accurate invoicing with just a few clicks. The Schedule of Values feeds the AIA-formatted invoice and includes retention calculations where required.
  3. Change Order Management – The upgraded Change Order function is inclusive of an enhanced UI for change order creation, approval and overall management at the project level. Our intuitive interface allows you to document changes, track associated costs, and communicate updates in real-time, keeping everyone on the same page.
  4. Retention Release – Our SuiteBundle expedites the retention release process, allowing project / contract managers to release retention invoices with a single click of a button.
  5. Advanced Reporting – The optimized solution elevates the action of construction-based reporting with our comprehensive WIP (Work in Progress) and Budget Comparison reporting. These reports are design to provide project stakeholders with real-time insights into how the construction project is being managed.

    About Caravel

    Caravel has served more than 750 clients over the past decade, providing a comprehensive range of services, including accounting, strategy, business processes and technology selection. Our commitment to excellence drives us to continually improve and refine our approach, helping our clients solve complex problems with modern tools.


    Caravel is proud to be a part of the technology services group of BPM LLP, a top 40 accounting and advisory firm. With our team by your side, you can unlock your business’s true potential and drive success in an ever-evolving marketplace.

    Salesforce Migrates from Workflow Rules and Process Builder to Flow Builder

    Posted on by Sarah Bensimon

    If you’re an avid Salesforce user, you probably heard that the software giant will be removing Process Builder and Workflow Rules at the end of 2025. What are the implications, and what does this mean for you? While change is inevitable as software innovates, we are here to help you advance alongside it.



    Salesforce recommends migrating automation to the new Flow Builder. Although Workflow Rules and Processes will continue to work, they won’t be offering support or bug fixes for them. The newly created Flow Builder will allow for more complex logic compared to its predecessor and will allow its users to create multistep processes with conditional branching, loops, and screen elements for user interaction. It will also offer increased flexibility with data manipulation, allowing you to perform more difficult data transformations, create records, and more—with a single flow. Compared to Workflow Rules and Process Builder, the new Flow Builder will offer more robust debugging and testing capabilities that users can troubleshoot more easily. Flow Builder will also integrate with APIs and external systems more seamlessly, for even more sophisticated automation scenarios.



    The migration to Flow Builder will take some time, so we suggest you start as soon as possible to allow time for testing. Salesforce has a Migrate to Flow tool and, along with that, Caravel will be offering support to its Salesforce customers.  



    Users currently heavily rely on these automation tools for lead routing, task assignments, and email notifications; the new alternative will work just as well, but it will require an adjustment period.



    Caravel will help you with understanding and familiarizing yourself and other users with Flow Builder. We will start by helping you assess your current workflows and processes and determining which ones will need to be migrated. We can also help you recreate the logic, criteria, and actions of each workflow and process.



    Once these steps have been taken, we will work with you to test out your new workflows in various scenarios and cases, validate the new functionality, and identify any potential issues. We can also help train current users on the new Flow Builder to ensure they understand the differences between new and existing processes.



    Contact us below if you’re new to Caravel and want some help migrating to Flow Builder. If you’re a current customer, please reach out to your customer support manager.  

    Caravel Recognized by NetSuite as Winter 2024 Alliance Partner Spotlight Award Winner

    Posted on by Sarah Bensimon

    We are excited to share that Oracle NetSuite has named Caravel, A BPM Technology Solutions Company, a Winter 2024 Alliance Partner Spotlight Award Winner for Insurance.

    The Alliance Partner Spotlight Awards recognize leading partners and their achievements for outstanding work with customers.


    The NetSuite Alliance Partner program provides business consulting services, as well as integration and implementation services, that help customers get even more value from their NetSuite software. Alliance Partners are experts in their field and have a deep and unique understanding of NetSuite solutions.


    Caravel will continue to show expertise in the Insurance industry with the goal of helping companies thrive.


    “Being recognized as a NetSuite Spotlight Award winner in the Insurance industry is more than just a recognition; it’s a testament to our dedication to innovation and excellence. It underscores our mission to not only help our clients thrive but also to cultivate their growth and success, empowering them to reach new heights in an ever-evolving industry landscape.”

     

    Tai Valenzuela, Managing Director, Delivery & Operations

     

    Having worked with over 750 clients, Caravel has propelled this experience into a repeatable, yet customizable framework for helping companies in various industries to define lean and scalable business processes, efficiently selecting the optimal technology to support the business, deploying the software platform, providing project oversight to ensure project, and ultimately business success and providing ongoing support services as needed.

    Caravel Recognized by NetSuite as North America Alliance Partner of the Year—Services

    Posted on by Tom Pearce

    We are excited to share that Oracle NetSuite has named Caravel, A BPM Technology Solutions Company, the North America Alliance Partner of the Year in Services for the 3rd year running.

     

    NetSuite celebrated its 25th year in 2023, and neither its past nor continued success would be possible without the expertise and enthusiasm of the partner community. During the SuiteWorld Partner Summit in Las Vegas, NetSuite announced winners in all categories, including Caravel’s Services Partner of the Year award.

     

    This year’s winners reflect how hard the partner community has worked to help our joint customers thrive using NetSuite to run their businesses.

     

    The NetSuite Alliance Partner program provides business consulting services, as well as integration and implementation services, that help customers get even more value from their NetSuite software. Alliance Partners are experts in their field and have a deep and unique understanding of NetSuite solutions.

     

    Caravel Partners continues to show expertise in the Services industry with the goal of helping companies grow.

     

    “Helping our Customers solve tough problems leveraging NetSuite is at the core of what we do. Super grateful to receive Partner of the Year for Services for the 3rd year in a row! Many thanks to our dedicated Customers and the team at NetSuite for providing us with this opportunity — without them, this wouldn’t be possible!”.

    Scott Curry, Managing Partner

     

    Having worked with over 500 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, deploying the software platform, providing project oversight to ensure project, and ultimately business success and providing ongoing support services as needed.

    Caravel Recognized by NetSuite as Summer 2023 Alliance Partner Spotlight Award Winner

    Posted on by Tom Pearce

    We are excited to share that Oracle NetSuite has named Caravel, A BPM Technology Solutions Company, a Summer 2023 Alliance Partner Spotlight Award Winner for Healthcare and Medical & Dental Offices.

    NetSuite’s Alliance Partner Spotlight Awards recognize leading partners and their achievements for outstanding work with customers, including:

    • Demonstrated commitment and success in implementing NetSuite
    • Development of outstanding expertise, customizations, and/or intellectual property in specific micro verticals
    • Demonstrated commitment to and success in implementing NetSuite Analytics Warehouse, OpenAir, SuiteCommerce, and NetSuite Planning and Budgeting

    The NetSuite Alliance Partner program provides business consulting services, as well as integration and implementation services, that help customers get even more value from their NetSuite software. Alliance Partners are experts in their field and have a deep and unique understanding of NetSuite solutions.

    Caravel Partners continues to show expertise in the Healthcare industry with the goal of helping companies grow.

    “We are honored to be recognized for the dedication and increased focus our teams have put in to our growing number of Healthcare customers. We are excited to continue on this path to ensure success for all our clients and their business operations”.

    Tai Valenzuela, Director of Strategic Operations

    Having worked with over 500 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, deploying the software platform, providing project oversight to ensure project, and ultimately business success and providing ongoing support services as needed.

    Caravel Recognized by NetSuite as Winter 2023 Alliance Partner Spotlight Award Winner

    Posted on by cvp_adm

    We are excited to share that Oracle NetSuite has named Caravel Partners, A BPM Technology Solutions Company, a Winter 2023 Alliance Partner Spotlight Award Winner for Healthcare.

    NetSuite’s Alliance Partner Spotlight Awards recognize leading partners and their achievements for outstanding work with customers, including:

    • Demonstrated commitment and success in implementing NetSuite
    • Development of outstanding expertise, customizations, and/or intellectual property in specific micro verticals
    • Demonstrated commitment to and success in implementing NetSuite Analytics Warehouse, OpenAir, SuiteCommerce, and NetSuite Planning and Budgeting

    The NetSuite Alliance Partner program provides business consulting services, as well as integration and implementation services, that help customers get even more value from their NetSuite software. Alliance Partners are experts in their field and have a deep and unique understanding of NetSuite solutions.

    Caravel Partners continues to show expertise in the Healthcare industry with the goal of helping companies grow.

    “We are honored to be recognized for the dedication and increased focus our teams have put in to our growing number of Healthcare customers. We are excited to continue on this path to ensure success for all our clients and their business operations”.

    Tai Valenzuela, Director of Strategic Operations

    Having worked with over 500 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, deploying the software platform, providing project oversight to ensure project, and ultimately business success and providing ongoing support services as needed.

    Caravel Partners Recognized by NetSuite as Summer 2022 Alliance Partner Spotlight Award Winner

    Posted on by cvp_adm

    We are excited to share that Oracle NetSuite has named Caravel Partners, A BPM Technology Solutions Company, a Summer 2022 Alliance Partner Spotlight Award Winner for Software.

    NetSuite’s Alliance Partner Spotlight Awards recognize leading partners and their achievements for outstanding work with customers, including:

    • Demonstrated commitment and success in implementing NetSuite
    • Development of outstanding expertise, customizations and/or intellectual property in specific microverticals
    • Demonstrated commitment to and success in implementing NetSuite Analytics Warehouse, OpenAir, SuiteCommerce and NetSuite Planning and Budgeting

    The NetSuite Alliance Partner program provides business consulting services, as well as integration and implementation services, that help customers get even more value from their NetSuite software. Alliance Partners are experts in their field and have a deep and unique understanding of NetSuite solutions.

    Caravel Partners continues to show expertise in the Software and High-Tech industry with the goal of helping companies grow.

    “We are honored to be recognized for the hard work our teams have put in to ensure the success of our software and high-tech customers. Our goal remains the same for all our clients, help drive the right decisions as quickly and as cost-effectively as possible”.

    Tai Valenzuela, Director of Strategic Operations

    Having worked with over 500 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, deploying the software platform, providing project oversight to ensure project and ultimately business success and providing ongoing support services as needed.

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