Homeocare Laboratories: 2014-08-18 Meeting notes

Owned by Anonymous
Aug 18, 2014

Hello Team,

 

Thank you for joining the meeting today.  Please find below the minutes of our meeting:

 

Date

Attendees

  • NetSuite

    • Abigael Gonida - Project Manager

    • Andrew Milmore - Consultant / Primary Contact

    • Ailene Ramos - Consultant / Primary Contact


  • Homeocare Laboratories

    • Edith Scheiner - Project Manager / Primary Contact

    • Alex Morales - Secondary Contact

Project Overview and Scope

  • Project Overview:
    - Provide coaching and help setup NetSuite
    - Run operations in NetSuite and phase out Quickbooks
  • Project Scope:
    - Deliver at least 2 (two) top priorities identified based on the requirements given by Homeocare Laboratories.
    Note: NetSuite Project Team needs to assess the efforts needed to accommodate priorities identified by Homeocare Laboratories. This may vary depending on the gravity of each item requested.

Project Management

Timelines and Next Steps:

  • Project Team Kick-Off Meeting: August 18, 2014
  • Requirements Gathering (Top Priorities List): Week of August 18th
  • Configuration Sessions with Consultants (Andrew and Ailene):  Week of August 25th
  • Recurring Weekly/Status Meetings: Every Monday at 3-3:30PM Eastern Time (Abigael to send invites)
  • Target Date of Completion: September 19, 2014

Action items

  1. Homeocare Laboratories

    1. To provide list of priorities / requirements needed

    2. Provide Administrator Access (Production Environment) for the following NetSuite Employees:
      1. Abigael Gonida - agonida@netsuite.com
      2. Andrew Milmore - amilmore@netsuite.com
      3. Ailene Ramos - airamos@netsuite.com

 

Let me know if you have any questions or concerns.

Have a great day!

 

Regards,

ABIGAEL GONIDA | Professional Services Consultant

agonida@netsuite.com

NetSuite: Where Business is Going