PE Services

Helping PE Firms Manage & Drive More Value with their Portco’s.

Caravel offers strategic guidance, support and deployment to businesses of all sizes. Rooted in technical accounting and business process strategy, 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 is able to offer cost-effective pre-defined packages, along with the ability to tailor our services to your or your Portco’s needs with à la carte service options.

SPECIALTY SOLUTIONS WE OFFER

BUSINESS SYSTEM ASSESSMENT

Evaluate and Analyze Processes.

The Business System Assessment (BSA) is designed to quickly help Customers justify the need for a new ERP system — define requirements, identify business process optimization areas, develop technology roadmap, build the implementation timeline and provide an overall ROI for the project. The BSA is offered on both a complimentary and “for pay” basis.

PRIVATE EQUITY FOCUS

Services supporting Portco's.

Caravel provides expanded PE / PE Portco Services to not only support a PE Portco’s NetSuite implementation but other value added services: Valuation, Due Diligence, Compliance, Staff Accounting, Technical Accounting, Interim CFO Services, PE Carve-Out, and General IT Services. Having the ability to sole source these services from a single provider can lead to more rapid technology decisions inclusive of NetSuite ERP.

ACCOUNTING SERVICES

Freeing up clients to deploy NetSuite.

Caravel’s Accounting Services is designed to augment Customers’ internal accounting resources from a staff augmentation, outsourced accounting, implementation readiness, tax, SOX compliance or audit perspective.
Caravel’s team is well versed in various business application systems (QB, Xero, ERP, Microsoft and NetSuite) and can help fill a need on a temporary, full-time or project basis — helping create additional time for Customers to deploy NetSuite. Timeline: TED based on new features, modules or interfaces being deployed.

NETSUITE IMPLEMENTATION SERVICES

Flexible, efficient, tailored.

Caravel offers two implementation methodologies to meet your business and budgetary needs. Caravel’s Premium Implementation Methodology is a 10-step, white glove method, and is focused on business process optimization.
Caravel also offers Emerging Implementation Services, designed to rapidly deploy NetSuite. Caravel leverages pre-built, vertically specific templates (General Business, Software, Services, Products, Manufacturing) allowing clients to focus their attention on learning and adopting the NetSuite ERP platform affordably. Packages start (Q $15K.

VERTICAL SOLUTION IP 6: GUIDES

Tailored Implementations by Vertical.

Caravel’s Accounting Services is designed to augment Customers’ internal accounting resources from a staff augmentation, outsourced accounting, implementation readiness, tax, SOX compliance or audit perspective.
Caravel’s team is well versed in various business application systems (QB, Xero, ERP, Microsoft and NetSuite) and can help fill a need on a temporary, full-time or project basis — helping create additional time for Customers to deploy NetSuite. Timeline: TED based on new features, modules or interfaces being deployed.

SALESFORCE.COM SERVICES

One firm for Quote to Cash.

Caravel provides expanded PE / PE Portco Services to not only support a PE Portco’s NetSuite implementation but other value added services: Valuation, Due Diligence, Compliance, Staff Accounting, Technical Accounting, Interim CFO Services, PE Carve-Out, and General IT Services. Having the ability to sole source these services from a single provider can lead to more rapid technology decisions inclusive of NetSuite ERP.

SERVICE OFFERINGS FOR PORTFOLIO COMPANIES

Software Selection

Detail

We help our clients quickly, efficiently and cost effectively determine the “What, When and How” around selecting the right software or technology platform for its Clients. Whether Front Office (CRM), Back Office (ERP, SCM, HCM 8 EPM) or 1T Ops, Caravel brings the re-usable tools and templates to maximize the ROI surrounding the project while minimizing the TCO. Packaged bundles are as follows:

  • Business System Assessment — gather & categorize business requirements; determine software/technology vendors; review software/deployment considerations.
  • RFI/RFP — additive to bsa, draft documents, distribute to vendors, collect, & assist in creating vendor shortlist through scoring process.
  • Vendor Demonstrations — additive to bsa & rfi/rfp process, demo flows, vendor preparation & coordination, demos & follow up, score card, decision matrix.
  • Vendor Negotiations — additive to bsa, rfi/rfp & demo process, vendor & contract negotiations
ERP Business System Assessment

Detail

The Business System Assessment (BSA) is designed to quickly help Customers justify Assessment the need for a new ERP system or the need for an enhancement / optimization of an existing ERP system — define requirements, identify business process optimization areas, develop technology roadmap, build the implementation timeline and provide an overall ROI for the project.

Salesforce Assessment

Detail

Caravel’s Salesforce Assessment is designed to help Customers justify the need for an enhancement / optimization of existing Salesforce products — define requirements, identify optimization areas, develop technology roadmap, build the enhancement timeline and provide an overall ROI for the project.

NetSuite ERP Implementation – Emerging Package

Detail

Caravel offers NetSuite Emerging Implementation Services which are designed to rapidly deploy NetSuite. Caravel leverages pre-built, vertically specific templates (General Business, Software, Services, Products, Manufacturing) allowing clients to focus their attention on learning and adopting the NetSuite ERP platform at an affordable price.

FP&A as a Service

Detail

Caravel offers FP8A as a Service to help clients manage their existing NetSuite Planning and Budgeting or Workday Adaptive environments. Services include but are not limited to:

  • System Administration
  • Annual Budget Creation and Approval
  • Monthly Re-forecasting
  • Monthly Financial Reporting
Sales Ops as a Service

Detail

Caravel offers Sales Ops as a Service to help customer manage, optimize and maintain their Salesforce.com environment. Additional services include but are not limited to:

  • Monthly Forecasting
  • Sales-Based Reporting
  • User Management
  • Territory Management
Outsourced PMO

Detail

Caravel offers PMO services to help customers manage technology and non- technology related projects. Caravel brings PMO related tools, templates and experienced professionals to help customers manage simple to complex projects — ensuring on-time delivery and budget adherence.

Accounting Rationalization

Detail

Caravel offers accounting rationalization services, which is a review of existing accounting processes focused on improving operational metrics, expediting period close, reducing DSO, reducing revenue leakage and improving vendor onboarding processes and internal controls.

Cybersecurity

Detail

Caravel offers cybersecurity services to help assess, establish and deploy a cybersecurity infrastructure. Our independent team evaluates your organization by imitating the very techniques currently used by real-world attackers. By following BPM: risk-prioritized recommendations and applying controls where threat actors are most likely to exploit your organization, a penetration test can save your organization money, resources, and embarrassment.

Data Cleansing and
Migration Services

Detail

Caravel offers various data migration and cleansing programs to pull data from existing ERP and CRM systems. As part of this process, services range from semi- automated to fully automated cleansing and migration services. The goalis to assist clients in being able to entirely retire legacy or SaaS based systems no longer in use. ERP migration services start at $15,000 and CRM migration services start at $30,000.

Integration Services

Detail

Caravel offers various integration related services ranging from optimization, development, and support. Integration services range between semi-automated SFTP-based integrations to fully automated middleware or direct API-based integrations.

CONTACT US

Would you like to know more?

Then get in touch now!

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