SuiteVolunteer Project Overview

Grantee Organization Name: Juma Ventures

Employee Volunteers: Esteron, John Mark; Santillan, Vincent; & Brar, Joty

Project Manager: Brar, Joty

Project Request: Custom Reports

Request: Juma would like to improve the reporting on how many dollars we need to raise and for what programs or locations if possible.
Expectation: Volunteer will review current reports, classification structure and desired reporting. They will determine how best for the grantee to achieve the desired reporting. If time and skills allow, they will help the grantee implement the recommended solutions.

How to Use the SuiteVolunteer Project Wiki

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?
- What is your role within the organization?
- 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)
- Who else on your staff uses NetSuite?
- Contacts: Are there other decision makers for this project? Who will ensure this project is successful after the SuiteVolunteer program is over?
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:
- What are you hoping to achieve from this project?
- 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?
- What is a good day/time for us to meet for check-ins?
- flexible
- What time zone do you work in?
- 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

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