From 5,000 Scattered Agreements to One Connected Record

From 5,000 Scattered Agreements to One Connected Record: How Rockefeller Philanthropy Advisors Manages Contracts on NetSuite and Gatekeeper

NetSuite gives you real-time financial visibility, but the agreements behind every vendor, client and funder often sit in inboxes and shared drives beyond its reach. Gatekeeper, a Built for NetSuite SuiteApp and NetSuite's International Partner of the Year 2024, brings those contracts onto one connected record alongside your NetSuite data.

Rockefeller Philanthropy Advisors, heir to the family name that shaped modern philanthropy, manages over $500 million in annual giving across 70+ countries, with 5,000 agreements a year spanning its own teams and more than 120 fiscally sponsored projects. Until recently, no contract management system sat behind any of it. RPA chose Gatekeeper as the contract layer on top of NetSuite: data flows between the two systems, agreements generate and route for signature automatically, and each sponsored project sees only its own contracts. Luba Palionny, who leads contracts management at RPA, joins us live with the inside story: what drove the decision, the value the organisation is seeing, and her advice for anyone starting the same journey.

You will learn:

What convinced RPA to put Gatekeeper on top of NetSuite, in its own words.
How the two systems connect vendor, spend and contract data into one picture.
How one platform serves 120+ sponsored projects while keeping each one's data locked to its own.
How RPA ran the rollout, from its champions network to phasing adoption across 300+ users.

Come for the Rockefeller story, leave with a blueprint for contract control in NetSuite.

💡 From 5,000 Scattered Agreements to One Connected Record: How Rockefeller Philanthropy Advisors Manages Contracts on NetSuite and Gatekeeper

📅 Tuesday, October 27
⏰ 9am PDT
📍 Academy 412

From 5,000 Scattered Agreements to One Connected Record: How Rockefeller Philanthropy Advisors Manages Contracts on NetSuite and Gatekeeper

How one of the world's largest philanthropic service organisations went from thousands of untracked agreements to full contract control on NetSuite, and what it learned along the way.

The countdown is on, see you in

From 5,000 Scattered Agreements to One Connected Record: How Rockefeller Philanthropy Advisors Manages Contracts on NetSuite and Gatekeeper

Learn more

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From 5,000 Scattered Agreements to One Connected Record: How Rockefeller Philanthropy Advisors Manages Contracts on NetSuite and Gatekeeper

How one of the world's largest philanthropic service organisations went from thousands of untracked agreements to full contract control on NetSuite, and what it learned along the way.

The countdown is on, see you in

From 5,000 Scattered Agreements to One Connected Record: How Rockefeller Philanthropy Advisors Manages Contracts on NetSuite and Gatekeeper

Learn more

Your Hosts