endorsedOngoing

NetSuite-based Donor Portal MVP for Donor‑Advised Fund

Services Covered:

Custom Software Development

Industry

Financial Services

Duration

88 months

Budget

200K - 999K

Start Date

1 April 2019

Team Size

6-10 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

74/100

Good

Project Capability Score (PCS) estimates how capable Jobin & Jismi is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

TrustBridge Global Foundation

Georgia

Project Summary

Jobin and Jismi IT Services built an Oracle NetSuite‑based MVP customer portal for a donor‑advised fund, enabling fundholders to log in, view historical transactions, and perform live transactions. They implemented automated monthly statement delivery and developed customized scripts to auto-create journal entries for financial transactions. The MVP is completed and is being productized for rollout in multiple countries, and the vendor continues to provide ongoing development support.

Key Challenges

Deliver a working MVP for the donor‑advised fund portal

Project Deliverables

MVP customer portal with fundholder login and transaction history
Web portal functionality for live transactions
Monthly statement automation and delivery
Customized NetSuite scripts to automatically create journal entries for contributions, transfers, grants, and foreign exchanges

Project Solution

Jobin and Jismi built the MVP using Oracle NetSuite, creating a web portal that allows fundholders to log in, view their fund and historical transactions, and perform live transactions. They automated monthly statement generation and delivery and developed customized NetSuite scripts to automatically post journal entries for contributions, transfers, grants, and foreign exchange transactions. The vendor worked with the client under an Agile process and continues to provide development and productization support.

Project Outcome

MVP completed and being productized for distribution to other organizations
Implementations in Canada with agreements in the U.S. and Australia; New Zealand also on board
Continued engagement with the vendor for ongoing development and productization

Platforms

Tech Stack

Net Suite

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Internal stakeholders are impressed with Jobin and Jismi IT Services’ deliverable, which is now being productized. The team is reliable, professional, and invested in the success of the firm. Customers can expect a smooth and successful engagement.”
Paul Bolte
Executive Vice President
Date: 09/25/2020