Caravel and InteriorWorx Announce Partnership

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

    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

    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

    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

    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

    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

    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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