Services

ADVISORY

DEPLOYMENT / IMPLEMENTATION

INTEGRATION & TECHNICAL

MANAGED SERVICES

PE SERVICES

ACCOUNTING SERVICES

CYBERSECURITY

GENERAL IT

TECHNICAL ACCOUNTING

Assessment. Selection. Negotiation.

The Team at Caravel has expertise in helping companies address technical accounting related impacts. These impacts include new and existing accounting standards, assessing and providing remedies surrounding IP, M&S ERP system readiness, and providing general accounting services from a Controller and CFO perspective.

Accounting Standards

  • Assess and Determine Applicability of Relevant Accounting Standards
  • Re-Architect Business Processes and Review System Readiness to Adopt Accounting Standards
  • Configure / Re-Configure Business Applications to Support Re-Architected Business Process Changes

IPO and M&A System Assessments

  • Re-Architect Business Processes and Review System Readiness to Adopt
  • Technical Accounting Standards
  • Configure / Re-Configure Business Applications to Support Re-Architected Business Process Changes

Accounting Services

  • Outsourced Controller and CFO Functions
  • Organizational Change Management and Re-Organization Assessments
  • Business Process Assessments including the adoption of Lean Accounting Concepts

BUSINESS PROCESS STRATEGY

Front Office. Back Office. IT Operations.

The Team at Caravel has worked with over 500 companies reviewing, guiding and defining scalable processes based on leading practices across various lines of business ranging from Sales, Marketing, Finance, Procurement, Operations, Manufacturing, and Customer Service as well as the IT organizations responsible for supporting these areas.

Front Office

  • Sales Organization (Inside, Field, Channel)
  • Business Development
  • Marketing Automation
  • Social Marketing
  • User Experience & Mobility

Back Office

  • 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

TECHNOLOGY SELECTION & ADOPTION

Assessment. Selection. Negotiation.

The Team at Caravel has developed a streamlined approach toward gathering business requirements, prioritizing business issues, assembling a pool of technology alternatives to address those requirements, administering an RFI/RFP and demonstration process as well as assisting with software vendor negotiations. Some of the technologies Caravel has direct experience evaluating and/or implementing ERP Systems including but not limited to the following: Oracle (Cloud, EBS, NetSuite), SAP (B1, ByDesign, S/4HANA), Microsoft (GP, Dynamics 365), Workday, Infor, Acumatica, Intacct and Epicor.

Assessment

  • Gathering Requirements
  • Developing Future State Leading Practices
  • Formulating Project Objectives

Selection

  • RFI/RFP Development & Administration
  • Software Vendor Demonstrations & Score Card Process
  • Reference Reviews

Negotiation

  • Price Comparisons
  • Contract Review (Terms & Conditions)
  • Contract Negotiation

PROJECT MANAGEMENT & OVERSIGHT

Project Management. Project Oversight. Project Tools.

The Team at Caravel has extensive experience helping 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

SALESFORCE SERVICES

Comprehensive services from selection to support

The Caravel team works with you to ensure that you’re successful every step of the way of your Salesforce journey. Combining our Salesforce expertise with our proven track record with integrations and back-end systems ensures that you will have a robust, scalable solution to your business needs.

Health Assessment

  • Analysis of Existing Salesforce Environment
  • In depth summary report of developers findings

Solution Design & Blueprint

  • Analysis of Business Processes
  • Individualized Implementation Roadmap

Turnkey Implementation Services

  • Full System Deployment

Managed Services Support

  • Full Support Services

CONTACT US

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