Services

Services. The People Side of ERP.

The team at Caravel has been working with clients in the Services sector for decades focusing on the project and people side from an ERP perspective. Helping companies manage all things projects likes that the center of the Services industry – project management, resources, project budgets, tasks, time entry, expenses, costing, billing (T&M, Milestone, Cost Plus), revenue recognition as well integration to 3rd party systems feeding projects. Visibility into project profitability and the supporting detail allows clients to focus on areas of expansion as well as improvement.

ACCOUNTING

LEGAL

IT

GOVERNMENT CONTRACTING

ENGINEERING

STAFFING

MAINTENANCE

EDUCATION

LANDSCAPING

Solution Footprint

The typical solution footprint for Services clients can vary by micro vertical but typically incorporate the following functions:

Global Financial Management

  • Multi-Entity Management
  • Global Accounting
  • Country Localizations & Statutory Reporting

Budgeting and Forecasting

  • Revenue Planning
  • Opex Planning
  • Workforce Planning
  • Project Planning

Procurement

  • Vendor Management
  • Procurement Contracts and Purchase Order Management
  • Expense Reporting and/or Expense Report Integration
  • Vendor Bill Management or Bill Pay Integration

Supply Chain Management (Device, Distributor, Manufacturer)

  • Vendor Management
  • Procurement Contracts and Purchase Order Management
  • Expense Reporting and/or Expense Report Integration
  • Vendor Bill Management including Bill Pay Integration

Inventory Management

  • Inventory Management
  • Inventory Replenishment
  • Inventory Allocation to Projects

Enterprise Reporting and Business Intelligence

  • Project Level Reporting and Analysis

Project

  • Project Management
  • Project Budgeting
  • Project Costing
  • Time Entry
  • Expense Reporting
  • Project Billing & Invoicing (T&M, Milestone, Cost Plus)
  • Revenue Recognition (Completion-Based, Cost-Based)
  • Customer Payments
  • Collections
  • DCAA Compliance

Integration to 3rd Party Systems & Platforms

  • Time Entry
  • Expense Reporting
  • CRM
  • HR & Payroll
  • Banking
  • Proprietary Project & Billing Platforms

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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