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
Is there any field or nonprofit sector knowledge that I need to know to complete this project?
- no

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

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