SuiteVolunteerVolunteers: 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.
SuiteVolunteer Project Overview
In Scope:
Set default custom form when open and printed
Out of Scope:
Integrating Tally into NetSuite (for team discussion)
Completion Criteria:
Project Schedule
Timeline/ Deliverable:
Date
Responsible
Task
Status
Meeting Notes
Friday
Feb 14
Volunteer and Grantee
Introduction Call
Completed
Meeting did not went well due to some technical issue and the place that the Grantee taking the webex's call.
Grantee will send the volunteer for the challenges that they have/want to be solve in this project.
Grantee provide access to volunteers to view their system
Wednesday
Feb 19
Volunteer
Team discussion on
Completed
TL will help in the Suiteflow and SuiteScript coding
Wednesday
Feb 26
Volunteer and Grantee
Grantee will be demo the challenges that they currently encountering in NS
Completed
The demo was recording by Cons.
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 Grantee
Grantee will be demo the data that they want to export to integrate with Tally Financial System