General Consultant Discussion

"...lead accounting person..."

Nepotism?  Blackmail?  Sleeping with someone?

If someone doesn't know how customers / orders / invoices fit into a business process, the failure is in their basic job knowledge, not systems education.

I think we've all been there.  Some trainees are sponges, soaking everything up... others are like a rock, where everything just bounces off. 

If you have contact with an owner / upper management, perhaps cover your @#$ by expressing concerns to them about their employee... or at the very least, get them to buy into the idea of more basic training.

Great idea Kevin.  I need to schedule a meeting with the owner.  Quite a disturbing email..,. three weeks until go live ... This should be fun.

"...lead accounting person..."

Nepotism?  Blackmail?  Sleeping with someone?

If someone doesn't know how customers / orders / invoices fit into a business process, the failure is in their basic job knowledge, not systems education.

I think we've all been there.  Some trainees are sponges, soaking everything up... others are like a rock, where everything just bounces off. 

If you have contact with an owner / upper management, perhaps cover your @#$ by expressing concerns to them about their employee... or at the very least, get them to buy into the idea of more basic training.

I'd have to agree with Kevin on the CYA aspect of it. If the training sessions were recorded, perhaps refer them back to the recordings with the owner cc'd with a separate email to the owner advising why you cc'd them on that email. Anything to bridge the connection gap, prove your willingness to work with this particular rock-like individual, and raise concerns.

Unrelated... can I address you as Douge from now on? Sounds quite French and like you can charge at least 20% more per hour with a name like that.

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Best Regards,

Basil Malik
Practice Director, CRM
e: bmalik@netatwork.com
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Original Message:
Sent: 11-11-2023 01:20
From: Doug Higgs
Subject: Sage Teaching Skills

Great idea Kevin.  I need to schedule a meeting with the owner.  Quite a disturbing email..,. three weeks until go live ... This should be fun.

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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 11-11-2023 00:15
From: Kevin Moyes
Subject: Sage Teaching Skills

"...lead accounting person..."

Nepotism?  Blackmail?  Sleeping with someone?

If someone doesn't know how customers / orders / invoices fit into a business process, the failure is in their basic job knowledge, not systems education.

I think we've all been there.  Some trainees are sponges, soaking everything up... others are like a rock, where everything just bounces off. 

If you have contact with an owner / upper management, perhaps cover your @#$ by expressing concerns to them about their employee... or at the very least, get them to buy into the idea of more basic training.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON

@Basil Malik  LOL!!   "Douge"... Now that's funny.  Pronounced  "Doo-Jay".  She's spelled it that way in several emails.  Apparently she doesn't recognize how it's spelled in my email signature line.  I am definitely contacting the owner to give him a heads up.  I am going to have to work with this person so its a bit tricky to try an not upset her and at the same time doing a CMA with the owner.

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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------


Original Message:
Sent: 11-11-2023 10:51
From: Basil Malik
Subject: Sage Teaching Skills

I'd have to agree with Kevin on the CYA aspect of it. If the training sessions were recorded, perhaps refer them back to the recordings with the owner cc'd with a separate email to the owner advising why you cc'd them on that email. Anything to bridge the connection gap, prove your willingness to work with this particular rock-like individual, and raise concerns.

Unrelated... can I address you as Douge from now on? Sounds quite French and like you can charge at least 20% more per hour with a name like that.

------------------------------
Best Regards,

Basil Malik
Practice Director, CRM
e: bmalik@netatwork.com


Original Message:
Sent: 11-11-2023 01:20
From: Doug Higgs
Subject: Sage Teaching Skills

Great idea Kevin.  I need to schedule a meeting with the owner.  Quite a disturbing email..,. three weeks until go live ... This should be fun.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 11-11-2023 00:15
From: Kevin Moyes
Subject: Sage Teaching Skills

"...lead accounting person..."

Nepotism?  Blackmail?  Sleeping with someone?

If someone doesn't know how customers / orders / invoices fit into a business process, the failure is in their basic job knowledge, not systems education.

I think we've all been there.  Some trainees are sponges, soaking everything up... others are like a rock, where everything just bounces off. 

If you have contact with an owner / upper management, perhaps cover your @#$ by expressing concerns to them about their employee... or at the very least, get them to buy into the idea of more basic training.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON

It's not you, Doug.  I have experienced the same and it is hard for me to not say we have gone thru this many times, what part do not get!!  

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[Michele] [Herzog] [CPA,CITP, CGMA]
[Overland Park] [KS]
[816-520-1365]
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Thank you @Michele Herzog  It's nice to now I am not the only person this happens to!

It's not you, Doug.  I have experienced the same and it is hard for me to not say we have gone thru this many times, what part do not get!!  

Are you importing all of their data? 

If not, then they should have an idea of how to enter a customer

If so, then they perhaps should enter a dozen or so customers manually "to get the feel for it" 

Does their QB currently support (or do they use) Sales Orders? 

@Wayne Schulz  Yes.  I am importing all of their data.  I gave them Excel templates to complete for all of the imports.  As of a week ago they have access to Sage 100 and are supposed to be practicing what they learned in my training sessions, which includes creating new customers, order, shipping, inventory items, POs etc.  I will be giving another training session this week and I am going to spend some time reviewing work flows.  i am going to print some of the visual process flows so they can see the big picture. 

They are not using sales orders in QuickBooks.  They have a custom built Access system they use to enter sales orders and purchase orders.  When they ship they enter the invoice into QuickBooks.  There is a lot of duplication of effort and handwriting notes on "picking lists" as you can imagine.

Are you importing all of their data? 

If not, then they should have an idea of how to enter a customer

If so, then they perhaps should enter a dozen or so customers manually "to get the feel for it" 

Does their QB currently support (or do they use) Sales Orders?