Consulting
As a technical consultant, I have worked with several audit and accounting firms to create solutions to technical problems and concerns that firms encounter when making a change from one workflow system to another.
In assessing the technical operations of clients that I work with, I come with the approach of understanding the client’s current environment with a focus on past decisions and goals that led to the present. From here, a focus on future goals and priorities is taken, leveraging the resources that are available to get the job done for the client.
As a technical consultant, I have a duty and an obligation, as a professional, to:
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listen carefully to figure out what problems need to be solved;
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communicating clearly
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keeping clients updated
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thinking critically
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collaborating well with all involved
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Develop and test what the customer wants
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Identify the objectives the customer wants to accomplish in utilizing the solution
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Review and explain the key objectives of the software
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Reconcile those needs to the customer
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Design manuals and best practice documentation/business process documents
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Use relevant manuals or repurpose manuals for client to utilize
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Craft best practice documentation via a business process document
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Understanding differences between methodology and output and creating plans
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In accounting and auditing, the changing landscape in technology also leads to changing methodologies and thought processes. Being up-front and clear about the change from one system to another often involves:
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an in-depth focus on what methodologies have worked in the past
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what might be different going forward
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what the future may hold and what items need to be looked at very carefully.
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Managing the learning curve of the teams through one-on-one consulting and training
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Identifying learning and training needs is paramount in consulting engagements that I facilitate.
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I lean on my experience as a lead trainer who has facilitated several training sessions for
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Transition planning
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Assessing data migration needs; map out a strategy to migrate data; test and iterate on plan to ensure success
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Identifying resources that need to be “sun-set” with the change in systems and tracking progress in doing so
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Creating transition plans to migrate data from one system to another
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"Learning new systems and processes is not mandatory, but neither is staying in business." - Bobby Darnell
