13. Juma Ventures - Custom Reports

PROJECT BRIEF

Grantee Name (org & individual): Juma Ventures – Jared Leiderman

Volunteer Name(s): Joty Brar, JM Esteron, Vincent Santillan

Customer #: 3536524

Account Manager Name: Manoogian, Alex

Project Type (i.e. Dashboard): Custom Reports

Volunteer should use this as a general script for introductory conversation. Fill out this form while you’re talking to the grantee.

Introduce yourself! Tell your grantee what you do at NetSuite, how long you’ve worked for the company, previous relevant experience, and anything else that you think will help develop the relationship. (i.e. Do you volunteer for a cause similar to your grantees? Are you passionate about a social issue/cause that is similar to what they do?)

Now let’s find out about the grantee.  Take notes in this brief.

Part One: Background

• What      does your organization do and how do you do it?
• Help break cycle of poverty by helping youth achieve a 4-year       college degree, assist in getting financial aid, academic support.
• Juma also owns several businesses that employ these kids to       help save money for college. Juma will match the kid’s savings on by a       2:1 ratio

• What      is your role within the organization?
• Jared is the Chief Financial Officer
• Michael - Accountant

• How      long have you used NetSuite – what do you use it for? (don’t assume they      use the same instance of NS that you use)
• Go live date was on October 1^st 2013
• Mainly used for core financials (reporting)

• Who      else on your staff uses NetSuite?
• Three other users in their accounting team uses NetSuite while       other Executives are planning to get access for reporting.

• Contacts:  Are there other decision makers for this      project? Who will ensure this project is successful after the      SuiteVolunteer program is over?
• Michael Chion

Now, onto the SuiteVolunteer Project. Feel free to ask questions outside of these – The goal is to figure out everything you need to know in order to develop the scope of the project.

Part Two: Project Specifications

• Describe what the      project is that you were accepted for:
• Creation       of custom reports on       funding
• Capture       funding commitments or initial pledges using sales order transaction

• What are you hoping to      achieve from this project?
• To be able       to run report on how many dollars are needed to raised and for what       programs or locations if possible.

• What challenge will this project help you overcome?
  • Visibility into funding and programs as a whole
  • What training or knowledge do you think you’ll need to use these deliverables?
    • none
    • What is your expected outcome from this project (how would you define success)?
      • Train end user on how to record and bill from sales order so initial fund pledge and funded values can be captured
      • no

• Is there any field or      nonprofit sector knowledge that I need to know to complete this project?

Part Three: Communication - Working Relationship

• How do you like to      share information? Email/Phone & Webex?
• Email

• What is a good      day/time for us to meet for check-ins?

• flexible

• What time zone do you      work in?
• PST

• What is a reasonable      amount of time for a reply (24-48 hours?)

Parts 4 should be drafted by the volunteers after the call

Part Four: Scope – (i.e. What all parties agree will/will not be included in the project)

Define what is in Scope:

• Describe the activities, deliverables/product, training and specific chunks of work that will happen
  • Setup custom report that will show the amount of funding that has been received and are still needed to be generated per program, per location.
  • Setup on dashboard for these reports/searches
  • Train end user on recording sales order and billing from sales order
  • For each task- try identify who will take the lead on that task, and when it will be completed

Define what is out of Scope:

• Describe things that will not happen or be included (especially any items that the grantee mentioned that you know you cannot deliver)
  • Data migration of historical funded values
  • Additional custom records

Outline Completion Criteria:

• Demonstrate Sales Order Functionality and recording pledges
• Train end user on invoice process from sales order
• Review sales order reporting functionality and customization
• Create saved search for dashboard
• Setup Dashboard with custom search