A Day in the Life of Katy
Katy is a Senior Consultant at Trenegy working on a planning and implementation project for a company that was recently divested from their parent company.
I arrive at my client’s headquarters and heads to the project floor where I makes a cup of coffee. After the first sip, I can finally think clear enough to check emails and prepare for the day by building my weekly task list. I set goals for the day and week, and review the overall project plan.
I meet the rest of the Trenegy team to review the project plan and determine task ownership for the week. Any open issues and action items are discussed in this meeting so all team members know the status of induvial initiatives. I update my checklist based on the conversation.
The Trenegy team and the client project team meet for an informal status update. I listen as each team member lists his or her open tasks for the week, paying particular attention to the Accounts Payables lead. AP is launching their integrated invoicing system next week and I need to make sure that everything is set for the go-live.
I follow up with AP lead immediately after the meeting to finalize the list of users and approval workflow, based on the company’s delegation of authority. Even though most of the AP clerks have used the implemented system in the past, I sit with them to walk through a refresher training. I want to make sure everyone is prepared for the big go-live!
I head back to the AP supervisor’s office to complete additional software functionality testing and update the backup documentation according to audit standards. I set up a meeting with the revenue supervisor and production team lead to discuss data conversion testing issues.
I quickly head downtown with other Trenegy team members for lunch. It’s a gorgeous day so we sit on the patio and enjoy the rarely seen, low-humidity weather in Houston. We all brainstorm together to plan the upcoming Trenegy tailgate at Texas A&M (Whoop!) and exchange project stories.
The company’s CFO recently returned from vacation and wants an update on the progress of the overall project. I jump on an impromptu call and reassure him that everything is going well. I carefully walk him through the project AFEs to show him that the project team is still well under what was initially budgeted.
The ERP go-live is quickly approaching, so I draft a master training calendar, including all system training and a training plan which identifies the end users, timing and trainers for each system. I email the software vendors to secure dates for training and begin drafting a communications plan.