Suite Pro Bono Service Descriptions (PDF)

Oracle NetSuite Suite Pro Bono Service Descriptions

Effective Date: 02-OCTOBER-2020

TABLE OF CONTENTS

SERVICE DESCRIPTIONS

Financial Projects Services

• A. Project Management: Conduct one (1) introductory telephone conference call (up to one and a half (1.5) hours in duration), to review:

1. Project scope.
2. Project timeline considerations.

• B. Provide up to two (2) standard core process walkthrough sessions of no more than 1.5 hours each.
• C. Review, configure and/or customize the NetSuite instance based on Oracle NetSuite standard practices in one (1) single language and related to basic financial project assistance. Customer and Oracle will mutually agree upon one of the following deliverables (inclusion of more than one deliverable is at Oracle's sole discretion and will be documented in the Statement of Work under the list of services to be provided):

1. Review the NetSuite instance financial configuration and setup (chart of accounts, segments, etc.).
2. Assist You with setting up Your chart of accounts, tracking departments, locations, class or custom segments.
3. Assist You with establishing financial controls/audit reports.
4. Assist You with creating reports, saved searches and/or workbooks.
5. Assist You with dashboard customization (roles and management) and KPIs.
6. Assist You with setting up functionality to track donations and/or grants (accounts receivables) within NetSuite.
7. Assist You with setting up functionality to track vendor bills/payments (accounts payable) within NetSuite.
8. Assist You with expense management and allocation across segments.
9. Train You on how to create and manage budgets in NetSuite.
10. Assist You with using NetSuite for basic productivity.

• D. Oracle NetSuite employees may, but are not obligated to, provide standard quick-reference guides and other materials adhering to nonprofit best practices using NetSuite.
• E. Oracle NetSuite employees may, but are not obligated to, provide guidance and training on the use of one or more specific NetSuite functionalities to the customer or a group of customers, via online delivery, in person, or group learning modules.

ERP and Operations Services

• A. Project Management: Conduct one (1) introductory telephone conference call (up to one and a half (1.5) hours in duration) to review:

1. Project scope.
2. Project timeline considerations.

• B. Provide up to two (2) standard core process walkthrough sessions of no more than 1.5 hours each.
• C. Review, configure and/or customize the NetSuite instance based on Oracle NetSuite standard practices in one (1) single language and related to ERP and Operations Services assistance. Customer and Oracle will mutually agree upon one of the following deliverables (inclusion of more than one deliverable is at Oracle's sole discretion and will be documented in the Statement of Work under the list of services to be provided):

1. Assist You with setting up roles in NetSuite.
2. Assist You with creating reports, saved searches or workbooks.