Versions Compared

Version Old Version 10 New Version 11
Changes made by

Anonymous

Anonymous

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info
titleSuiteVolunteer Project Overview
Grantee Name: AyurVAID Hospitas
SuiteVolunteer Volunteers: Maria Almeyda, Qingjuan Lu, Bariza Narmada, To Lung Ng
Project Manager:  Maria Almeyda

Grantee uses the NetSuite CRM to track patient information using both native functionality and custom records. They would like to review business processes like patient registration and others to optimize them. 

Volunteer will review the current implementation and the grantees business goals. Based on the grantee's priorities, they will recommend adjustments to core business processes.

Info
titleSuiteVolunteer Project Overview
In Scope: （draft)
  1. Set default custom form when open and printed


Out of Scope: (draft)

  1. Integrating Tally into NetSuite (for team discussion)

Completion Criteria:

 

Project Schedule

Timeline/ Deliverable:

DateResponsibleTaskStatusMeeting Notes 

Friday

Feb 14

Volunteer and GranteeIntroduction CallCompleted
  1. Meeting did not went well due to some technical issue and the place that the Grantee taking the webex's call.
  2. Grantee will send the volunteer for the challenges that they have/want to be solve in this project.
  3. Grantee provide access to volunteers to view their system
 

Wednesday

Feb 19

VolunteerTeam discussion on Completed
  1. TL will help in the Suiteflow and SuiteScript coding
 

Wednesday

Feb 26

Volunteer and GranteeGrantee will be demo the challenges that they currently encountering in NSCompleted
  1. The demo was recording by Cons.
  2. Bariza will help grantee on issues #5 - how to set default custom form when open and printed as they wish.
 

Wednesday

Mar 5

Volunteer and GranteeGrantee will be demo the data that they want to export to integrate with Tally Financial System   

Wednesday

Mar 12

     

Wednesday

Mar 19

     

Wednesday

Mar 26