Sean Foster
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03 · Nonprofit

Event operations, from request to closed books

One event request in the CRM becomes a full ERP project: orders, warehouse transfers, scanning on site, the build, returns and a guided closeout. Every step is traceable, and the books land in the event's own month.

Client
Runs hundreds of volunteer meal-packing events a year
Built with
  • Salesforce
  • NetSuite
  • Boomi
  • RF-SMART
  • SuiteScript
  • Apex

Screens

Rendered from the real code with made-up data.

Every packing event with its date, status, value still at the site, open issues and next step, under four summary tiles.

Every packing event with its date, status, value still at the site, open issues and next step, under four summary tiles.

What it changed

  1. 01

    300+ events created automatically, each with its own sales order, work order and transfers numbered from the event.

  2. 02

    The Project Hub runs 18 issue checks across every project and reconciled stock left at sites down to the cent.

  3. 03

    Closeout zeroes each site, needs a reason for every loss, and asks for a typed confirmation before it posts.

How it fits together

  • Built by me
  • Platform or outside system
  • People
SalesforceEvent request formBoomiTwo-way syncTransaction creatorProject API in the ERPNetSuiteProjects, orders, stockInventory pipelineReceive, lots, stagingRF-SMARTScan guns on siteProject HubCloseout worksheetOps and financeDaily digestEvent savedRequest in,status outProject,orders,transfersShip, receive, buildReceiptReady tobuildReads chain,postscloseoutExceptionsSalesforceEvent request formBoomiTwo-way syncTransactioncreatorNetSuiteProjects, orders,stockInventorypipelineRF-SMARTScan guns on siteProject HubCloseout worksheetOps and financeDaily digestEvent savedRequest in, statusoutProject, orders,transfersReady to buildExceptions

More of my work

See all
04 · Retail techConsolidated invoicingHundreds of store invoices rolled into one bill per customer, reviewed and sent on schedule.NetSuite SuiteScript Map/Reduce
05 · Retail techOne portal for buying and serviceOne place for retail customers to buy hardware, request service and follow rollouts.Product design Azure PostgreSQL
06 · Retail techAI answers from the field guidesStaff ask inside the CRM and get a cited answer from the company's own guides.Salesforce Apex Lightning Web Components

Contact

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