Project Offerings

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Getting Started 

Coaching for beginner users (Offered Q1, Q2 & Q3)

This is for grantees who have completed the NetSuite essentials course and have less than one year of experience using NetSuite. Our SuiteVolunteers 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:

  • Back Office Functions – e.g. accounting, program expenses and reporting
  • Contact management (CRM) and e-mail marketing
  • E-commerce – online sales and online donations

Information You Need to Know Before Applying for this Project (Click Here)

  1. These projects are more successful when the nonprofit creates a specific list of concerns or topics prior to the project beginning.
  2. The outputs of these projects are generally documented list(s) of recommendations, and not necessarily configuration/customization work.
  3. We recommend that organizations applying for these projects be at least partly implemented
  4. No specialized resources needed, but we recommend the owner of the NetSuite system for your organization participate during the project

Coaching for experienced users (Offered Q1, Q2 & Q3)

This is for grantees who have completed the NetSuite essentials course and have more than one year of experience using NetSuite. Our SuiteVolunteers 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:

  • Back Office Functions – e.g. accounting, program expenses and reporting
  • Contact management (CRM) and e-mail marketing
  • E-commerce – online sales and online donations

Information You Need to Know Before Applying for this Project (Click Here)

  1. These projects are more successful when the nonprofit creates a specific list of concerns or topics prior to the project beginning.
  2. The outputs of these projects are generally documented list(s) of recommendations, and not necessarily configuration/customization work.
  3. No specialized resources needed, but we recommend the owner of the NetSuite system for your organization participate during the project
  4. This project requires a moderate amount of time dedication by the grantee

Simple Implementation for Basic Accounting and Basic Fundraising (Offered Q1, Q2 & Q3)

Grantee must complete the NetSuite Essentials course prior to beginning the project. SuiteVolunteers can help you with the following:

  • Configure NetSuite for basic accounting and fundraising use
  • Set up the chart of accounts
  • Load an initial constituent list (as long as it is fully contained in a single spreadsheet)
  • Get you started with the system

Information You Need to Know Before Applying for this Project (Click Here)

  1. SuiteVolunteers provide insight and advice but do not necessarily import the information for the organization.
  2. In your application, it would be helpful to tell us what systems your organization is migrating from.
  3. The person who will become the NetSuite administrator will be the primary grantee resource and an accounting resource should be available as needed - this project will take significant time and effort on the part of the grantee.

Basic Data Migration (Offered Q2)

SuiteVolunteers will help you get important data into NetSuite from a non-NetSuite source. For this project, SuiteVolunteers will help the grantee 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 SuiteVolunteer will teach you how to reconcile the result against your original source. Data could include:

  • Constituent information transactions
  • Logged activities
  • Others (can be discussed)

Information You Need to Know Before Applying for this Project (Click Here)

  1. SuiteVolunteers provide insight and advice, and do not necessarily import the information for the organization.
  2. This project works best when the organization has clean data sources.
  3. In your application request for this project, please let us know what systems you are migrating from.
  4. We recommending having the primary NetSuite user from your organization participate on this project.

Configuration & Customization

Configuration - Dashboard Setup (Offered Q1, Q2 & Q3)

Do you need help managing operational or program data using NetSuite? Our SuiteVolunteers 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.

Information You Need to Know Before Applying for this Project (Click Here)

  1. The point of contact should have administrator privileges. 

Configuration - Saved Search/Custom Lists (Offered Q1, Q2 & Q3)

Want to maintain metrics/lists of things important to your operations or social impact? SuiteVolunteers will help configure a saved search to display data (both system data and custom records) important to your organization's goals.

Information You Need to Know Before Applying for this Project (Click Here)

  1. Some examples of saved searches; A list of donors who gave in the last year.
  2. Resources needed are those who would understand the data being modeled - likely the person who is reporting out manually on this information now.

Configuration - Custom Reports (Offered Q2)

Do you need to create a special standard report or financial report in NetSuite? SuiteVolunteers will help you define the information that needs to be displayed, configure the report and make it available to relevant stakeholders.

Information You Need to Know Before Applying for this Project (Click Here)

  1. This project is most successful when the grantee can provide a mock up of the report that is requested.
  2. Point of contact for the project should be someone who understands the data being modeled - likely the person who is reporting out manually on this information now.
  3. This project requires a moderate amount of effort by the grantee.

Customization and Scripting: Simplify your workflow using NetSuite (Offered Q2 & Q3)

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? SuiteVolunteers 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)

Information You Need to Know Before Applying for this Project (Click Here)

  1. Prior to the project beginning, we recommend putting some thought into the workflow, think through the ins and outs, how it will add value, and how it will scale in the future.
  2. Point of contact should have NetSuite administrator privileges.
  3. Please note your organization will need to own the maintenance of any scripting going forward.

Financials

Develop an Organizational or Program Budget (Offered Q1, Q2, & Q3)

SuiteVolunteers 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.

Information You Need to Know Before Applying for this Project (Click Here)

  1. An individual from your organization's accounting or finance team is needed for this project.
  2. We recommend that the person from your organization working on this project have admin privileges.
  3. This project requires a moderate amount of time and effort from the person from your organization who is working on this project.

Assistance in Implementing Financial Controls (Offered Q1, Q2, & Q3)

SuiteVolunteers 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.

Information You Need to Know Before Applying for this Project (Click Here)

  1. An individual from your organization's accounting or finance team is needed for this project.
  2. We recommend that the person from your organization working on this project have admin privileges.
  3. This project requires a moderate amount of time and effort from the person from your organization who is working on this project.

Revenue Forecasting (Offered Q3)

SuiteVolunteers 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.

Information You Need to Know Before Applying for this Project (Click Here)

  1. An individual from your organization's accounting and finance team is needed for this project since forecasting information is needed.
  2. This project requires a significant time and effort for the person from your organization who is working on this project.

Budgeting with Advanced Financial Planning/Adaptive Insights Module (Offered Q1, Q2, & Q3)

NetSuite's Advanced Financial Planning module must be purchased and implemented prior to applying for this SuiteVolunteer project. SuiteVolunteers will assist you by reviewing your use of the module and provide coaching to help you become efficient in achieving your organization's goals.

Information You Need to Know Before Applying for this Project (Click Here)

  1. An individual from your organization's accounting or finance team is needed for this project.
  2. This project requires a medium amount of time and effort from the person from your organization who is working on this project.

Modules Coaching - Revenue Recognition/Amortization Module (Offered Q1, Q2, & Q3)

NetSuite's Revenue Recognition module must be purchased and implemented prior to applying for this SuiteVolunteer project. SuiteVolunteers 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.

Information You Need to Know Before Applying for this Project (Click Here)

  1. Not sure what Revenue Recognition is? This PDF will provide an overview of the Revenue Recognition feature in NetSuite. 
  2. We recommend having a person from your organization from Accounting or Finance participate on this project.

CRM/ Marketing/Development

Email Marketing Project (no design) (Offered Q1 & Q3)

Pre-requisite, you must use NetSuite CRM for email campaigns to apply for this project. SuiteVolunteer 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. Grantee 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.

Information You Need to Know Before Applying for this Project (Click Here)

  1. This project will likely require a fair amount of time dedicated by the grantee point of contact to complete successfully.

Marketing Campaign Check-up (Offered Q1 & Q3)

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.

Information You Need to Know Before Applying for this Project (Click Here)

  1. We suggest having someone from your organization's marketing team available to participate on this project.
  2. The point of contact will need to have an understanding of the report contents, and access to NetSuite admin privileges.

Design of an E-Newsletter Template (Offered Q1 & Q3)

SuiteVolunteers 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 SuiteVolunteers at the end of the project.

Information You Need to Know Before Applying for this Project (Click Here)

  1. Before the project begins, your organization should decide on the goals of your email newsletter and decide which fields to collect. 
  2. Organizations should not participate in this project until they are ready to start sending emails to subscribers.

Online Donation Page Creation (Offered Q1, Q2 & Q3)

Pre-requisite, you must have a payment provider set up in NetSuite. SuiteVolunteers will work with you to define your needs to create an online donation page and implement the process to get you started.

Information You Need to Know Before You Apply for this Project (Click Here)

  1. This is intended to be a straightforward online donation page with the following outputs created: One donation item, one Product detail page, one Shipping/Payment/Review/Submit page.
  2. The donation page will be configured to collect individual donations via credit card (no recurring billing setup).
  3. The point of contact will need to have page content created, and NetSuite admin privileges.

Email Newsletter Sign Up (Offered Q2 & Q3)

Do you need to collect constituent emails for your newsletter or other purposes on your NetSuite website? SuiteVolunteers will help you set up an email sign up on your NetSuite website.

Information You Need to Know Before Applying for this Project (Click Here) 

  1. Before the project begins, someone from the organization should decide what fields to collect and subscription options.  
  2. Organizations should not participate in this project until you are ready start sending emails to subscribers. 

Manage Your Contacts and Interactions using NetSuite (Offered Q3)

Do you need to track your communications with constituents? SuiteVolunteers will coach you on how to record interactions with constituents, manage duplicates and report on activity.

Information You Need to Know Before Applying for this Project (Click Here)

  1. The point of contact for this project should be the end user who will do this process (or teach others in your organization to do it).

Outreach Planning and Constituent Segmentation (Offered Q3)

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. SuiteVolunteers will help you identify your target audience, identify potential prospects and help you execute an initial plan for reaching out to those prospects.

Website Design on Light CMS

Simple Website Branding (Offered Q2 & Q3)

Do you need some help modifying an existing LightCMS template to conform to your organization's brand? SuiteVolunteers will incorporate your logo into an existing template and modify the colors of the template to match your brand.

Simple Website Content (Offered Q2 & Q3)

Do you need some help getting your text and images into an existing LightCMS template? SuiteVolunteers will take existing text and images you have and create up to five web pages for your website.

Information You Need to Know Before Applying for this Project (Click Here)

  1. Point of contact will need to have final content prepared prior to the project beginning.
  2. Available templates can be found here: http://designs.lightcms.com.

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