2014-10-28 Meeting notes
Date
Attendees
NetSuite:
Tony Lim – Project Manager
Maureen Vizmonte – Consultant (primary contact)
Leah Vichuaco – Consultant (primary contact)
Sustainable Society:
Chris Chou – Project Managers/primary contact
Project Overview and Scope
Project Overview:
- To provide simple implementation of the basic accounting and CRM functionality of NetSuite.
Project Scope:
- To review and implement the basic accounting and CRM features of NetSuite in order to have the better use of the said features.
Program Management
Regular updates on the Project Wiki:
https://netsuiteorg.atlassian.net/wiki/display/COM/Sustainable+Society
Timelines and Next Steps:
-Project Team Kick-Off Meeting: October 28, 2014
-Requirements Gathering: Week of November 3
-Recurring Weekly/Status Meetings: TBD (starting the week of November 10)
-Target date for the Project Completion: December 12, 2014
Action items:
Sustainable Society:
1. To provide production Administrator access to the following NetSuite employees:
Tony – alim@netsuite.com
Ems – rvizmonte@netsuite.com
Leah – alvichuaco@netsuite.com
2. To send the list of classification such the programs, seven areas and others that will be used in reporting.
3. To complete the workbooks and submit to NetSuite on or before November 5, 2014.
NetSuite:
- Tony Lim will check the availability of NetSuite team to schedule next week's team meeting.
- Ems to send the workbooks to Chris either today or tomorrow.