Elizabeth Monsey joined Silverware, Inc. in spring 2018 as a new consultant. She currently works alongside our lead consultants, specializing in Sage Intacct implementations. As an implementation specialist, Elizabeth helps configure the Intacct environment to best meet customers’ needs and works on the front line providing customer support. We recently spoke with Elizabeth to learn more about Sage Intacct and what she enjoys most about her job.
How did you go from accountant to a Silverware, Inc. consultant working on Sage Intacct?
After studying accounting in college and working in the accounting department for a company, I realized I wanted to use my degree, but didn’t want to stay in a traditional accounting role. One of my sisters works on the marketing side of an accounting software company and introduced me to the idea of becoming an implementation consultant. I thought it would be a good opportunity for me to use my knowledge of accounting and enable me to apply and further develop my skills. As someone just starting my career, being exposed to the accounting practices of many companies interests me and I want learn as much as possible.
Take us through the steps of a new implementation and configuration of Sage Intacct.
The first step in an implementation is the discovery call. During the discovery phase, we learn everything we can about the company’s business process. This allows us to put together a customized development plan. Once the plan is finalized, we can configure Sage Intacct to effectively meet an organization’s specific needs. After that is complete, we transfer the organization’s accounting data into Sage Intacct to fully implement operations. Then we provide any necessary training and ongoing support to ensure the transition is as smooth as possible.
How has the recent release of Sage Intacct 2019 Release 3 changed and/or improved your interactions with Silverware clients?
There are a number of new features and capabilities with Sage Intacct Release 3 that can help improve operations. One of the biggest impacts or changes I am seeing for Silverware clients is with the new bank reconciliation feature. We initially saw some hiccups with the new feature, but overall, I think it has been a positive change for our clients. Bank feeds were also just rolled out as part of the new bank rec and I think that is something a lot of people have been waiting for and are excited to be using.
What interesting new things did you learn at Advantage this year?
I think the most interesting thing I learned at Advantage was the new Sage People software that was announced and the AI features that Intacct will be starting to roll out. One of the AI features that was particularly interesting was the ability to capture time sheet information based on multiple factors or multiple sources, such as emails and calendars.
There are always new capabilities being introduced, so it is important that we keep up with them and learn how to apply them to our customers’ specific operations. At Advantage, we are introduced to these new capabilities, but the real learning happens when we get back to the office to dig in and learn more, apply it to real world situations and help our customers utilize the new features.
What aspect(s) of your job do you enjoy most?
What I enjoy most is the constant learning. There is always something new and more to learn. I also enjoy being busy. Fortunately, there is always something to do.
We understand you have an adventurous spirit and enjoy the great outdoors. Do you have any plans to compete in another triathlon or any other events in the coming year?
I do not have any set plans at the moment, as I am recovering from a stress fracture. However, once I am healed, next on my list is to do the Grand Canyon Rim to Rim hike. I’d also like to compete in a full marathon (hopefully in Banff). Another item on my bucket list: to go bungee jumping!
If you are interested in learning more about Sage Intacct and how it can enhance your company’s operations, let’s schedule a time to talk.