Date

28 Oct 2014

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:

- 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.

Regular updates on the Project Wiki:

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

Sustainable Society:

1. To provide production Administrator access to the following NetSuite employees:

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.