There are a number of projects offered in each of these basic areas. The goal is to help nonprofit and social enterprise organizations who have received NetSuite software donations increase their own capacity and utilization of the software in a way that will help organizations drive towards their mission. Our employees sign up for projects based on their skillset and interest. While the description of projects is intended to explain potential activities, project teams will ultimately decide on the exact set of activities based on skillset and available time.
This is for organizations who have completed the NetSuite essentials course and have less than one year of experience using NetSuite. The Suite Pro Bono team will review how you are using NetSuite today and provide you with tips on how to use the software more effectively. Please choose ONE of the following focus areas:
This is for organizations who have completed the NetSuite essentials course and have more than one year of experience using NetSuite. The Suite Pro Bono team will review how you are using NetSuite today and provide you with tips on how to use the software more effectively. Please choose ONE of the following focus areas:
The organization must complete the NetSuite Essentials course prior to beginning the project. The Suite Pro Bono team provides insight with the following:
The Suite Pro Bono team will help you get important data into NetSuite from a non-NetSuite source. For this project, Suite Pro Bono team will help the organization learn the process to identify a data source, to put the data into the correct format, and to upload the data into the system. Once uploaded, the Suite Pro Bono will teach you how to reconcile the result against your original source. Data could include:
Do you need help managing operational or program data using NetSuite? The Suite Pro Bono team can help you track key data by creating dashboards. They help determine where the data underlying the indicator is currently collected and determine if they data can be displayed in NetSuite dashboards and distribute the information to relevant stakeholders.
Want to maintain metrics/lists of things important to your operations or social impact? The Suite Pro Bono team will help configure a saved search to display data (both system data and custom records) important to your organization’s goals.
Do you need to create a special standard report or financial report in NetSuite? The Suite Pro Bono team will help you define the information that needs to be displayed, configure the report and make it available to relevant stakeholders.
Do you want NetSuite to send automatic emails to the Executive Director when receiving donations of a certain dollar amount? Or do you want an email generated to the supervisor when hourly employees exceed a certain number of overtime hours per month? The Suite Pro Bono team can help change the behavior of NetSuite including automation of approval routings, sending automatic emails and much more. We will work with you by understanding your business process that needs modification, define a solution and test the prescribed solution to achieve its desired outcome. (Note: A solution can result in SuiteFlow or SuiteScript being created – if you have already identified that you want to use one of these tools, please note that in your application)
The Suite Pro Bono team will help you develop one organizational or program budget, and help identify the priorities to be represented. You will learn how to measure the budget vs. actuals throughout the budget period. Afterwards, you will learn how to load your new budget into NetSuite.
The Suite Pro Bono team will review a few financial processes and help you develop some financial controls to support them. Additionally, they will advise you on configuring NetSuite to help manage and monitor those controls.
The Suite Pro Bono team will help you set up the process for tracking revenue opportunities, record forecasts, manage forecast information and configure NetSuite and reports for forecasting. If you implement Revenue Forecasting, it will assist you in building a method to begin predicting your revenue in order to better manage your finances and budget.
NetSuite’s Advanced Financial Planning module must be purchased and implemented prior to applying for this Suite Pro Bono project. The Suite Pro Bono team will assist you by reviewing your use of the module and provide coaching to help you become efficient in achieving your organization’s goals.
NetSuite’s Revenue Recognition module must be purchased and implemented prior to applying for this Suite Pro Bono project. The Suite Pro Bono team will assist you by reviewing your use of the module and provide coaching to help you become more efficient in achieving your organization’s goals.
Pre-requisite, you must use NetSuite CRM for email campaigns to apply for this project. Suite Pro Bono will help you develop a strategy to engage with your constituents by reviewing your communications process, goals, audience and content to look for improvements and ways to adapt them to the NetSuite system. Volunteers will help you set up a marketing campaign in the NetSuite system. The organization will need to provide the design, graphics and HTML for the campaign (email blast, etc). The volunteer will also review your use of the marketing functions in NetSuite’s CRM and provide you with tips on how to use the software to meet your marketing goals.
As a pre-requisite, you must be using NetSuite CRM for your campaigns to apply for this project. Do you need help analyzing the performance of your NetSuite based marketing campaigns? A NetSuite volunteer will work with you to analyze existing campaigns, by pulling searches and reports of your outbound communications and suggesting ways to segment your constituents so that you can better target your messages.
The Suite Pro Bono team will help you design an eNewsletter using a HTML template and send out their first blast. They will help you prepare the campaign records and tracking for the eNewsletter. You will send out the first newsletter together with the Suite Pro Bono team at the end of the project.
As a pre-requisite, you must have a payment provider set up in NetSuite. The Suite Pro Bono team will work with you to define your needs to create an online donation page and implement the process to get you started.
Do you need to collect constituent emails for your newsletter or other purposes on your NetSuite website? The Suite Pro Bono team will help you set up an email sign up on your NetSuite website.
Do you need to track your communications with constituents? The Suite Pro Bono team will coach you on how to record interactions with constituents, manage duplicates and report on activity.
Do you need to target a specific group of constituents for communications or solicitations? For example, you might want to identify all constituents that care about wolves to sign a petition. You might want to target potential donors in a specific geography and a specific income bracket for solicitation. The Suite Pro Bono team will help you identify your target audience, identify potential prospects and help you execute an initial plan for reaching out to those prospects.
Do you need some help modifying an existing LightCMS template to conform to your organization’s brand? The Suite Pro Bono team will incorporate your logo into an existing template and modify the colors of the template to match your brand.
Do you need some help getting your text and images into an existing LightCMS template? The Suite Pro Bono team will take existing text and images you have and create up to five web pages for your website.