Deployment / Implementation

More than Just Configuring Software

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 on various technology platforms, the Caravel team has consolidated this experience into a repeatable framework for helping companies define, deploy and support lean yet scalable business processes leveraging its ERP & CRM platform as the catalyst to support that change.

Deploying ERP & CRM software is more than just a configuration exercise but rather a business transformation event to re-align business processes with leading practices organizationally.

Our goal is your goal: Help you leverage your software investment to do more with fewer people while driving leading scalable practices across the enterprise as quickly and cost effectively as possible.








Caravel deploys the following technologies from an ERP and CRM perspective.

  • ERP – NetSuite
  • CRM – and HubSpot
  • EPM – NetSuite Planning and Budgeting Cloud Service (PBCS) and Workday Adaptive Planning
  • Middleware / ETL – Celigo, Boomi, Workato, MuleSoft and other 3rd Party ETL tools


Emerging Market Implementation

Caravel has a rapid implementation methodology based on pre-built templates for those clients looking to accelerate their implementation timelines and lower their overall implementation cost. Caravel’s investment into the pre-built templates and artifacts ensures that Clients receive a high-quality implementation at a lower price with no degradation in quality.

  • Pre-Built Packages – General Business (Financials), Software, Services, Products, and Manufacturing
  • Emerging Market Deployment Services – System Design Validation Based on Leading Practices, Configuration, Data Conversion, Training, Testing, and Production Migration Support
  • Emerging Market Implementation Timelines – 2-4 Months Depending on Scope and Client availability
Premium Implementation

Caravel has a premium implementation methodology for those Clients wanting a more white-glove implementation experience, having a more expansive scope with multiple integrations or having global deployment requirements. This methodology involves a high-degree of hand-holding, expanded documentation, comprehensive training artifacts and an enterprise grade PMO infrastructure to manage all the moving components of the ERP or CRM deployment.

  • Premium Deployment Services – System Design & Business Process Optimization, System Prototype, Configuration, Tailored Documentation (BRD, Training, Test Scripts), Configuration, Integration & Technical Development, Training, Multi-Threaded Testing Strategy, End User Training, Production Migration, Post Go-Live Support
  • PMO Platform – Real-time project tracking, task management, issue management, document management, and notification system
  • Premium Implementation Timelines – 4-7 Months Depending on Scope and Client Availability

As part of all of Caravel’s deployments, it provides a PMO framework and platform to track all project related activities and artifacts. This tool is designed to keep all project stakeholders aligned with full transparency into project plans, tasks, activities, risks, issues, changes, documents, activities, and status updates. A full demo of this platform can be demonstrated upon engaging the Caravel team during the pre-implementation process.

Health Check, Optimization,

Caravel works with Clients in a post-implementation capacity for those Clients experiencing issues with their current use of their business application environment.

  • Health Check – A review of existing issues, pain point and system configurations with a deliverable focused on providing a remediation plan toward resolving the outstanding issues including a prioritization and expected impact assessment to the organization.
  • Optimization – Helping Clients optimize their existing deployments through minor system changes or automation.
  • Re-Implementation – Should the determination be made that a re-implementation is required based on existing deployment or evolving business requirements, a full assessment will be performed in advance with a focus on minimizing business impact and cost.


Would you like to know more?

Then get in touch now!