I just finished a mandate for a client where we prepared interim financial statements. So far, so good because during a previous mandate I had worked with the same colleague, and I knew I could ask all my questions. This time, however, we were using a new software package that RSM Richter Chamberland is currently implementing. Just I was starting to get familiar with the old program, I had to tame the new one. Of course, I had some training before going to the client.
Before leaving the office, the person responsible, who had emergencies to attend to that week, asked me to copy the client’s file onto my laptop, converting it into the new format. I was flattered that my supervisor trusted me, but at the same time I was worried because it was a big responsibility. My colleagues would depend on my copy to do their jobs. I contacted Kim, a supervisor who had already worked with the new program. She took the time to go over each step over the phone; how to convert, import, and access the client's file. She was very patient, even though she was busy at a client site.
It was the first time that my colleagues and I were using the new program at a client. Everything went smoothly nonetheless. I can even say that we were much more productive working in the new format. It was a very rewarding experience that I wanted to share!
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