Replies posted by Joe Carufe

2 Replies

Joe Carufe
Karbon Team
Joe CarufeKarbon Team
posted in Ask a Peer

Opportunity: Part-time/flexible Contract work onboarding new Karbon firms

Great question!  Yes, this is different. This would be helping new customers build templates within the Karbon app (no APIs, Zapier, or deep technology experience needed).

3
DianeK
Sr. Community Champion
1 year ago
FiSchneider
Beginner
FiSchneiderBeginner
asked in Ask a Peer

How do you engage new employees/team with Karbon?

There are some wonderful suggestions here from our community! Well done!  I’ve helped to implement and increase adoption for two different firms over the last six years and now I have the joy of helping accounting firms implement Karbon as my full time job. I’ve found the following things really help. Weekly team meetings where Karbon is the center of attention - Reviewing overdue work items, or specific lines of business (e.g. how are 1040s going, how many month-end close works are left)Lunch and learns - Some firms have had great success in implementing technology (not just Karbon) with hosting regular meetings to discuss tips, tricks, and trouble spots.  This sort of open dialogue and an environment of “it’s OK to struggle” builds trust and ultimately allows you to get to the root cause of someone’s hesitation.Custom training videos - Having a champion create bespoke training videos can help bring the context of your unique firm into the picture.  A team member watching videos speci

8
Ricardo Ghanem
Beginner
2 years ago

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