Topics started by Megan Roberts

5 Discussions

Megan Roberts
Rising Star
Megan RobertsRising Star
asked in Ask a Peer

Template or suggested best practice for internal purchasing requests

Does anyone use a Karbon template to manage purchase requests internally through their organization? We are a little loosey goosey right now with our office spending so as I’m looking to tighten that up, it seemed like putting a template in Karbon might be helpful for approval and transparency. Just curious what steps others might have in theirs if they are doing this? Thanks!

3
Megan Roberts
Rising Star
7 months ago
Megan Roberts
Rising Star
Megan RobertsRising Star
asked in Ask a Peer

Downloading a Sage file

I have received feedback from one of my accountants that when a client sends a Sage file (comes through as .ptb file type), the file must be opened to download and they can’t open it with Karbon. This is forcing them back into Gmail to get the download. Has anyone else encountered this or have a work around? 

1
SamG
Sr. Karbon Community Guide
7 months ago
Megan Roberts
Rising Star
Megan RobertsRising Star
asked in Ask a Peer

If you could build your Karbon database over again, what would you differently?

Hi! We are still testing Karbon and loving it so far. I am interested in what you as current users would have done differently in establishing your database now that you are living in it every day? Any feedback is greatly appreciated! 

6
Ashley Rhoden
Rising Star
10 months ago
Megan Roberts
Rising Star
Megan RobertsRising Star
posted in Ask a Peer

Ranking Clients

I am curious if others do this, utilize Karbon (or something else)…At one point we compiled a list of client qualities and then ranked clients on that list with a 1-10 point value. We are looking to hopefully “process-ify” this when we are fully using Karbon. We would hope to aggregate the client ranking score by employees who spend the most time on that client. We are trying to hone in on our more “ideal client” design and ensure we are not penalizing good clients by having too many “bad” clients on our books. Do you rank clients?Do you designate client “tiers” in Karbon (via client type, client group, etc.)?What is your ongoing frequency for this to ensure groups are adjusted properly? 

5
J
Rising Star
11 months ago
Megan Roberts
Rising Star
Megan RobertsRising Star
asked in Ask a Peer

Did you set SMART goals for Karbon utilization before you went live?

I am working on an internal presentation for the management team and my team of early adopters. I would like to include some SMART goals that embracing Karbon will help us to achieve. I am curious if anyone else did this before going live and what those goals might be for efficiency / communication, etc.  Thanks for any input!

1
Victoria Peters
Sr. Community Champion
1 year ago

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