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- Executive Director: The executive director is the lead sponsor, owner and project manager on the grantee side. It is incumbent upon the executive director to ensure that the steps required to successfully complete the migration are performed as described.
- Chief Financial Officer: If the organization has a CFO or other individual other than the executive director involved in day-to-day financials, this person should be aware of, contribute to and engage in processes related to financial configurations, data entry and reports during the transition.
- Accountant: The organization’s accountant should review and contribute to the configuration of the Chart of Accounts, particularly if changes are going to be made from the prior system. The accountant should also provide feedback and assist in the process of mapping dimensional reports such as Classes/Funds, Departments and Locations from the existing system to the new one.
- Board of Directors, Board Secretary and/or Board Finance Committee/Chair: The board of directors should fully support the migration to the new system. The secretary, finance committee or finance committee chair should be available to provide feedback and review the configuration throughout the process.
Social Impact Account Manager – The Your account manager will continue to be your main point of contact throughout the program.
Social Impact Solution Consultant - will lead the webinar sessions and provide instruction and insight into the uses of NetSuite for social enterprises.
Social Impact Customer Success Manager - answer questions and consult 1:1 with you as needed during the program.
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Document Reference
Throughout the guide, certain symbols will be used to highlight things like tasks, document notes and important notices. The following describes each of the highlighting and their meanings:
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