A customized ERP solution addresses exactly the client requirements 

Through the course of years, providing financial advisory to family offices, we identified two core factors for successful business management – cost saving and efficiency.

Both can be achieved by automatizing most of the day-to-day tasks and processes.

Through the course of years, providing financial advisory to family offices, companies and running Caravel Advisory business, we identified two core factors for successful business management – cost saving and efficiency. Both can be achieved by automatizing most of the day-to-day tasks and processes through a fully integrated IT solution.

caravel-advisory-erp

How ERP Works
Enterprise Resource Programming or ERP software main function is to access and share data across diverse data-generating departments of the business entity and to present it in a comprehensive and actionable format.

Cost Efficient
Mainstream players likely offer technologies and software wrapped in expensive and heavy application suites that do not match the criteria of cost efficiency. This inspired Caravel Advisory to create its own software solution to help managing enterprise resources.

Caravel Advisory ERP
Recognizing the needs of small and mid-size enterprises, Caravel Advisory designed its own ERP system that can be entirely customized around the client needs.

Tailor Made
An ERP system built according to the client’s specifics will provide only those modules and tools that are actually required by the client. This in turn leads to a simple and neat user-friendly interface. A customized ERP solution addresses exactly the client requirements and is cost effective and maintenance free, as it can possibly be.
Customized tools such as email alerts are straightforward to be implemented upon discussion with the client.
The database used by the ERP software can be integrated with the existing bookkeeping platform or can be a fully segregated database.

Caravel Advisory ERP Software Access
The ERP software is available on the cloud or on premise at the Client’s server. We highly recommend an installation on the cloud because it will make collaboration with team members seamless, regardless where they are located. The web-based responsive front-end interface is accessible from any MAC or PC, regardless of the OS installed, including mobile devices. Caravel ERP allows setting up restricted access, for example sharing some reports or some functions with certain users or business partners only.

Please, contact us if you would like to test a demo version of our ERP solution.


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