training4changeS - Simple Implementation

SuiteVolunteer Project Overview

Grantee needs to implement NetSuite for CRM (specifically donor management/ fundraising) 

Volunteer will work with the grantee to get CRM data into NetSuite in a usable format to meet the organization's priorities.

PROJECT BRIEF

Grantee Name (org & individual): Training4ChangeS.org - Daniel Thomae, Director

Volunteer Name(s): Eugene Zabala, Wilbert Jonathan B. Efondo, Shimero Jainga

Customer #: 3825908

Account Manager Name: Erin Dieterich, Rhoda Navarro

Project Type (i.e. Dashboard): Simple Implementation

SCOPE

Business Requirements

• Training4Changes is a non-profit organization that provides leadership and skills training for South African youth. They use futsal (hard court football) as a way to integrate the youths’ lifestyles and draw them into safer environments that enhance life growth. They have various programs that teach life skills and futsal, as well as training for coaches involved with the youth.

• As such, the not-for-profit organization has donors that support its mission. Most of these are based in the United States.

• The organization deals with its donors in a more relational way, instead of transactional. This means they nurture the relationship through continued contact and communication, using phone, email, instant messaging, snail mail, and other types of communication.

• So far, they have around a hundred active donors.

• The organization will need a system that will keep track of donors and their donations. Basically a fundraising system. Details will be discussed in configuration sessions.

• Training4Changes will have three full-time employees who will use the system.

• Daniel Thomae has gone through the Netsuite Essentials Training in December 2013.

In Scope

• The project is for simple implementation. This will include the following components, but not limited to: Basic Accounting setup (General Ledger, A/P, A/R), basic Item Management, Customer Relationship Management, as well as other entity records. Others include SuiteAnalytics, Dashboard Setup and Configuration, Saved Searches, Configuration, and Custom Fields and Forms and Data Migration (walkthrough only).

• It is possible that this project may use a Donor Management bundle.

• Grantee will start out fresh and without importing legacy data, except for Donor records and information.

• The bottom line is that grantee will use Netsuite’s out-of-the-box functionalities as much as possible.

Out of Scope

• Any Netsuite functions other than the aforementioned are excluded.
• User training is excluded.

Outline Completion Criteria

• The grantee’s measure of success is when they are able to track their donors, their transactions with them, and their communications in an easy and effective way. 

Project Notes

(Please put your project notes here.)

Shimero: I've done enough project management; Eugene can take over from here.. lol.

Shimero: We may need a configuration agenda/list for this one.

Shimero: Reminder - I will be offline Thursday and Friday (Feb. 20 & 21) this week. FYI, thanks.

Shimero: Guys, kindly check the project details all over this page, especially scoping, scheduling, and black-out dates. Thanks!

Project Schedule at a Glance (tentative)

• Introductory Call - February 12
• Scoping Document Delivery & Sign-off - February 21
• Configuration Sessions - February 21 – March 14
• User Acceptance Testing - March 14 – March 24
• Go-Live - March 31

Note:   Configuration sessions are tentatively set at twice a week from February 21 to March 14.

Black-out Dates

• Shimero - PTO on Feb. 20 & 21, March 28 - 31
• Eugene - ???
• Wilbert Jonathan - ???
• Daniel - Feb. 25, March 4 (South Africa)

Contact Numbers

• Eugene Zabala (ezabala@netsuite.com) - 1-650-653-5406

• Wilbert Jonathan (wefondo@netsuite.com) - 1-650-653-5403
• Shimero Jainga (sjainga@netsuite.com) - 1-650-653-5404
• Daniel Thomae (daniel@training4changes.org) - 1-214-507-8664