PROJECT BRIEF
Grantee Name (org & individual): Ashoka East Africa
Volunteer Name(s): Aprille Ibarra- Requino, Lorrenzo Martin Santos, Carol Anne Tragura
Customer #: 3523089 Ashoka
Account Manager Name: Charles Cave
Project Type (i.e. Dashboard): Simple Implementation

Part One: Background

What does your organization do and how do you do it?
- A global organization. Embedded of the global organization. Cover also Kenya. Small team. There is also in Manila. Leading change makers. Organizing leading entrepreneurs globally. Giving funds to entrepreneurs
- Used to use salesforce to track revenue (pipeline)
- Will be communicating on the finance side
- Track expenses
- Chart of accounts to match to revenue
- Use NetSuite more than the excel sheets used right now
- Greater ability
- Using spreadsheet

What is your role within the organization?
- Simon Stumpf – Director of Ashoka East Africa

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)

- Washington DC used NetSuite but not East Africa
- Just used NetSuite for importing data

Who else on your staff uses NetSuite?
- None in East Africa

Contacts: Are there other decision makers for this project? Who will ensure this project is successful after the SuiteVolunteer program is over?
- Vicky Nyakundi

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:
- Simple Implementation

What are you hoping to achieve from this project?
- NetSuite Training - Basic overview of how the system works
- Ashoka doesn't need much of NetSuite customization and modification. They would just like to have analysis of what are the company requirements and what are those that can be entered in NetSuite

What challenge will this project help you overcome?
- More extensive reporting, monthly or weekly basis report
- Right now it is manually done
- Using so much time looking backwards

What training or knowledge do you think you'll need to use these deliverables?
- Training of NetSuite basic functionalities

What is your expected outcome from this project (how would you define success)?
- To be able to utilize and successfully use NetSuite just like the Washington DC office

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

- None

Part Three: Communication - Working Relationship

How do you like to share information? Email/Phone & Webex?
- Email is the most convenient means of communication aside from the scheduled sessions

What is a good day/time for us to meet for check-ins?
- MW 2-4

What time zone do you work in?
- GMT +3

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

- 1 day

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)
To be prepared after the call. Write this to the best of your abilities. Use the project template (in this packet) as an example of critical components. Know that this will likely shift during the project, that's okay!
Define what is in Scope:

Familiarize grantee with NetSuite (Training Sessions) covering the following topics:
- Recording Transactions
- Reports
Grantee will be using existing NetSuite account used by their Washington DC office and would be trained on how to use the system
Be able to use NetSuite reporting to substitute their excel spreadsheets

Define what is out of Scope:

Configuration of account
Customization of forms
Training on Data Migration
Import/Creation of data
Payroll Setup

Outline Completion Criteria:

The project is complete once volunteers are able to cover all topics that are applicable for Ashoka
Grantee should have a basic knowledge of NetSuite transactions and reports right after the project

Project Schedule
Example

TIMELINE/ DELIVERABLES

*Date*	*Responsible*	*Item*
05/15/2014	NetSuite Team	Introduction Call
5/21/2014	NetSuite Team	Data Gathering from Ashoka Send Complete Project Brief with scope and Schedule
05/21/2014	Ashoka	Sign Off Project Brief
5/23/2014	Ashoka	Provide List of Transactions
05/26/2014	Ashoka & NetSuite Team	Training Session # 1
05/27/2014	Ashoka	Assignment from training #1
05/28/2014	Ashoka & NetSuite Team	Training Session #2
05/29/2014	Ashoka	Assignment from training #2
06/02/2014	Ashoka & NetSuite Team	Training Session #3
06/04/2014	Ashoka	Assignment from training #3
06/09/2014	Ashoka & NetSuite Team	Training Session #4
06/10/2014	Ashoka	Assignment from training #4
06/11/2014	Ashoka & NetSuite Team	Training Session #5
06/12/2014	Ashoka	Assignment from training #5
06/16/2014	Ashoka & NetSuite Team	Training Session #6
06/17/2014	Ashoka	Assignment from training #6
06/20/2014	Ashoka	Project Completion Sign Off

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