Millennials currently make up 37% of the workforce. By 2025, this number will grow to 75%. Millennials have a lot to offer employers. They are the most highly educated generation in western history, with 34% of 25 to 29 year-olds holding a bachelor’s, master’s, professional or doctoral degree. However, employers have a hard time finding and retaining Millennials.
Welcome to the inaugural Employee Spotlight from the Philadelphia office! Previously known as ExpenseWatch, the Philly office was acquired by Nexonia back in March 2016 and since then we have been immersing ourselves in all things Nexonia. With that, let’s start getting to know those that live and work in and around the City of Brotherly Love! In most organizations, introducing a product or service to a prospect is considered a completely different role from supporting customers that have been onboarded for days, months and even years. Here in Philadelphia, we have one employee who has taken these two separate roles and wrapped them into one. Her name is Cindy Hollenbach, and she is the Team Lead of Customer Retention at Nexonia. Cindy is not only involved on the presales side by conducting product demos and supporting the sales team, but she also assists current customers after the sale has been made. Cindy has built up a wealth of knowledge from her dual role and continues to be a huge asset to the organization. I sat down with Cindy at Redstone Grill in Plymouth Meeting, PA to learn more about her role and life outside the office.
KARI: Tell me about yourself? What did you study in school? How did you find yourself in this role?CINDY: In a nutshell, I’m a wife, mom, daughter, sister, aunt, hard worker, a good friend and a recently-minted Nexonian. As for my education, I graduated from Temple University with a degree in business. I chose business as my major because of my parents; they ran their own company and that inspired my dream to become an owner and CEO of my own technology company. After college, I started working in the tech industry and eventually got a job at a company that employed thousands of people. One day, Bill Vergantino called me for a phone screen/interview. Due to his passion and charisma for a very small Philadelphia tech startup (ExpenseWatch), he convinced me to come in for an in-person interview and the rest is history. I celebrated 10 years with the company on May 15th, 2016. It has been an incredible ride with ExpenseWatch and it has been filled with a ton of memories and life experiences. With the acquisition, I’m looking forward to all the new possibilities and another 10 years as a Nexonian!
KARI: You are a pivotal person in keeping our customers happy. What keeps you coming to work every day and being so successful in your position?CINDY: What has kept me coming to work for 10 years and still does to this day is the fact that I’m truly invested in this organization and the employees. Not only do I want the company to be successful, I want every person here to be successful in their role. I’ve learned that keeping our customers happy is the key to any successful business. I think a pivotal part of this role is talking to those unhappy customers, resolving the issues they are experiencing and converting them to happy customers. I’ve found that the key is to listen, listen, listen and let people express any frustrations, problems and/or issues they are experiencing. I make sure I truly understand their situation and reassure the customer that we will work with them to find a resolution. Finally, I work with the customer and internal teams at the office to come up with a plan of action. Many times these interactions are over web conferencing, but myself, John Neri, Brian Evans and others from Customer Satisfaction will go onsite to retain, support and even upsell clients – whatever it takes to resolve their issues and make them comfortable. It all comes down to the customer’s happiness and success.
KARI: You’ve been instrumental in getting members of the Philly sales team educated on the Nexonia products and company culture. How are you bridging the gap between ExpenseWatch and Nexonia?CINDY: I’ve spent time in the Toronto office getting first-hand experience with many members of the team. I’ve found that there are a lot of similarities between ExpenseWatch and Nexonia, and that includes the products and people. Being a member of the Philly team for 10 years, I’ve gotten to know everyone pretty well, they are like a second family to me. Everyone here is hard working, caring, willing to help and a lot of fun. When I visited the Toronto office and spent time getting to know the company during the team off-site, I found that the crew up in Canada has very similar qualities. I had positive interactions and found everyone very helpful and supportive! Many people took time out of their day to help me get up-to-speed and even took me out to explore Toronto! I want to thank the entire crew for all the time they have given me, making me feel welcomed and a part of the Nexonia team. As for the features and functions of the product, we are in the same competitive space so it’s not a huge shift in terms of features and product/feature positioning. There are differences, however, and I’m in the early stages of fully understanding the solution. I must send out a very special thank you to Andrew Gadsby on the Product Education team who has been generous with his time and knowledge of the application. I am continuing to learn more about the Nexonia solution by playing around in a Nexonia demo account and watching videos -- all graciously supplied by Andrew. I am looking forward to continuing to learn the solution and transitioning fully.
KARI: What’s one thing that helps you get through your busy day?CINDY: I have a love for all kinds of music and listening to my playlist daily. When I’m not on customer calls or doing product demonstrations, I like to put in my headphones in and get in the zone. I like to keep my playlist up-to-date and my top songs are:
- Alex & Sierra – Little Do You Know
- Landon Pigg – Falling in Love at a Coffee Shop
- The Fray – Look After You
- James Bay – Let It Go
KARI: What’s a fun fact or experience that you’d like to share with our audience?CINDY: I think many people would be surprised to know I’m a bit of a thrill seeker. Several years ago, my best friend was getting married in Costa Rica, so we made a little vacation out of it and even signed up to zip line through the jungle. At the time, I wasn’t a big fan of outdoor adventures, but zip lining seemed like something I could handle…until I got up on the first platform. For those that haven’t been to Costa Rica, the jungle was so thick and the zip lines were so long, you couldn’t see where the line ended. You basically had to leap off the first platform and hope you make it to the next. You also wear thick gloves, one of which serves as your break, but if you break too early, you run the risk of getting stuck in the middle of a zip line in the jungle. I really didn’t know what I got myself into until I was hooked up to the line and it was my turn to go. Long story short, I made it through the zip lining experience alive! It was one of the scariest, yet exciting things I’ve ever done. I guess I was feeling extra adventurous that day, because my best friend and I jumped into small pond in the jungle. It felt so great to cool off from the jungle heat, until something in the water started biting us! By the time we got out (after laughing hysterically from our panic to survive) we felt lucky we didn’t get eaten. Our tour guide was so shocked we went in there, he couldn’t stop laughing at us! We still haven’t discovered what creatures were biting us that day.
KARI: Since the Philadelphia office is relatively new to Nexonians and Nexonia blog readers out there, what are some of your favorite spots in and around Philadelphia and why?
- Peddler’s Village – This is a quaint little shopping and dining destination located in Bucks County, PA. This is the area where I grew up and I have so many fun and memorable life events with friend and family.
- Valley Green – This outdoor spot is a favorite of mine from childhood. My great aunt used to take me here and we would feed the ducks and wander around the park for the day. It’s a beautiful spot, especially if you’re a fan of the outdoors!
- Dalessandro's Steaks – For all those cheesesteaks fans out there, this is the only (and best) place in Philly to get a cheesesteak…Jimmy Fallon even agrees with me!
- Redstone Grill – This restaurant is located right across the street from the Philly office. I’ve spent so many good times with my coworkers here laughing and getting to know them outside the office. Now that the weather is getting nicer, we all get together on the outdoor patio and I’m looking forward to the Montreal and Toronto offices joining us here!
Welcome to the inaugural Employee Spotlight from the Philadelphia office! Previously known as ExpenseWatch, the Philly office was acquired by Nexonia back in March 2016 and since then we have been immersing ourselves in all things Nexonia.
Technology innovations have ushered in a new set of rules for business travelers and their corporate travel managers. Sophisticated yet user-friendly enterprise systems and cloud-based software services have made working anytime/anyplace the new reality for today’s professionals—and many have embraced it with open arms. Or, shall we say, with connected devices?
Expense Management 2.0The widespread business use of smartphones and tablets and the proliferation of mobile apps—not to mention the prevailing preference for hopping on the web to get things done—are driving change in corporate travel programs. New policies, new processes, and, let’s face it, new ways of working are being adopted across industries (and time zones). Here’s what business travelers need to keep in mind as they traverse the globe:
1) Travelers must know their corporate travel policyAn evident challenge for many organizations is a shrinking travel budget, or rather increasing travel costs that strain travel managers to do more with less. It has become more important than ever that business travelers know what’s expected—what can be expensed, and what can’t—so they can respect the policies of their travel programs. This means they need to carefully review their T&E policies and be held accountable for staying in compliance, addressing concerns with their managers early and often and ensuring their travel expense reports are accurate and timely. While an automated expense report solution will keep users in line by flagging submissions that fall short of their corporate policy, having a strong familiarity with the in’s and out’s of their travel policy will mean quicker reimbursements for these business travelers in the long run. Read Why Create A Travel Expense Policy (And How To Do It) and 4 Must-Haves for a Winning Expense Report Policy for further insights.
2) Travelers must stay connectedAside from helping them stay organized and productive, web-based tools like the Nexonia Expenses Mobile App make it easy for people to manage expense reporting while on the road. Software-as-a-service (SaaS) tools in particular keep travelers’ expense report data synced across their devices (e.g. laptops, smartphones, tablets)—and keeps them running even if they find themselves offline. Additionally, cloud-based software connects travelers to their management and admin team back in the office, so everyone stays on the same page. Explore the 3 Reasons to “Go Mobile” With Your Employee Expense Reporting
3) Travelers must provide detailed reportsThere’s no way around it: business travelers need to be specific about their T&E expenses. The digitization of expense reports has made it possible for travel managers (and executives in the C-suite) to use data in value-added ways—and it’s making a big impact on the creation of travel program design, policy and bottom-line goal setting. At the same time, technology has made such things as “forgotten expenses” a thing of the past. Using today’s web-based expense reporting software and apps, travelers can easily track their expenses as they go, with a number of added benefits:
- They can take pictures of receipts and load them directly into entries;
- Their credit card transactions can be linked to their reports;
- They can use multiple currencies during their trips and enjoy automatic calculations;
- They can create their expense report from anywhere, including on the flight home (and can submit the report once they’ve established an internet connection).
Technology innovations have ushered in a new set of rules for business travelers and their corporate travel managers. Sophisticated yet user-friendly enterprise systems and cloud-based software services have made working anytime/anyplace the new reality for today’s professionals—and many have embraced it with open arms. Or, shall we say, with connected devices?
If you’re a business traveler that frequently hits the road for conferences, client meetings and trade shows, you’ve likely become accustomed to the ups and downs of life on the road. Whether it be issues at the airport or a slow-down at the local Rent-A-Car, travel often comes with a few hiccups. However, with the tech industry developing rapidly in the 21st century and now flooding with new products and services, travel has been significantly revolutionized for road warriors. We did some research for you frequent travellers and compiled this list of top tech products and services that have transformed business travel:
1) Wifi on AirplanesFor years airlines struggled to find a solution that would allow for wifi access on their planes without compromising any of the plane’s operating functionality. Gogo Inflight Internet was one of the companies who finally pioneered an on-board wifi solution and in 2009 Virgin Airlines was the first airline to offer in-flight wifi fleetwide. Now nearly all airlines are jumping on this new technological advancement and are competing to offer wifi access on as many planes and flights as possible - and business travelers couldn’t be more pleased. Our CEO has participated in board meetings at 35,000 feet in the air via Skype, and these wifi capabilities ensure he doesn’t miss a moment of the conversation. Whether it’s emailing a client or working on a proposal, travelers can now make the most of their time in the air.
2) External Battery PacksEveryone can relate to that moment when you reach in your pocket to grab your phone to send a text or quick email, and the display flashes, “10% of Battery Power Remaining.” While this is frustrating for nearly anyone who sees this daunting warning screen, it’s especially unsettling for road warriors who rely on their mobile devices to stay connected and organized while on the go. This is where external battery packs step in as a frequent traveler’s best friend! Simply charge the battery pack before you leave home and when the low-battery screen of horror appears on your phone, you can plug it in to instantly recharge. No need to worry about missing an important call or email, you’re now accessible no matter where you are during your trip.
3) Mobile AppsThis one shouldn’t come as a big surprise. Mobile apps are the bread and butter of mobile tech these days, with numerous benefits for the end user. This holds true for business travelers, as apps are highly utilized to provide reliable connectivity on the road. A few of our favourite life-saver apps to use when travelling are:
- Expense apps, such as Nexonia Expenses. No longer do business travelers have to worry about stuffing paper receipts into their wallet, only to sort through this mess when they arrive back home. Simply snap a photo of your receipt within the app and the new expense report for your trip will be automatically created - yes, it really is that easy!
- Transportation apps, such as Uber. Subscribers can easily sign in from wherever they are located; the GPS finds their exact location giving users the ability to “Request an Uber” to be routed to their location. The accessibility and ease of ride-share apps such as Uber are very appealing to travelers, who can now schedule their rides at the ease of their fingertips.
- Restaurant apps, such as OpenTable. Not sure of where to eat in a new city? OpenTable allows you to browse nearby restaurants, read reviews and book reservations (all within the app). No need to stick to the restaurants that are in or right beside your hotel, with OpenTable users can select the cuisine of their liking and find a restaurant instantaneously.
4) Pre-Arrival Booking ToolsMany companies in the travel and tourism industry have adopted the idea of “skipping the counter” and allowing travelers to continue on their way without another stop. With National Car Rental for example, you can quickly make a reservation at any time of day or night online or on your mobile device; within minutes you can be in your vehicle of choice with no assistance required. As a bonus, if you enroll in their Emerald Club you are granted access to bypass the counter upon arrival; simply select your car and go.
5) Wearable DevicesPersonal wearable devices have become a hit in recent years; fitness buffs love the Fitbits Activity Tracker and working professionals are impressed by the accessibility that smartwatches provide. For frequent business travelers, utilizing these devices such as the Apple Watch can keep them organized and connected while on the road. As a bonus, the Apple Watch can be easily integrated with many of the iOS apps that users already have on their Apple devices, offering a synchronized connection. For example, the Nexonia Timesheets Timer integrates seamlessly with the Apple Watch, allowing users to tap between timers they have set up on the web and on their phones. Talk about consultants wowing their clients on the go!
When it comes to technology, the sky’s the limit and business travel is only going to get easier and more enjoyable for road warriors in the years to come. Read more about how business travelers can leverage mobile apps while on the road.The Technological Revolution of Business Travel for Road Warriors Gallery
If you’re a business traveler that frequently hits the road for conferences, client meetings and trade shows, you’ve likely become accustomed to the ups and downs of life on the road. Whether it be issues at the airport or a slow-down at the local Rent-A-Car, travel often comes with a few hiccups.
Tradeshow season is now in full swing and as we enter May we know this means we must be nearing close to NetSuite’s SuiteWorld 2016. SuiteWorld is the largest gathering of NetSuite customers, partners and developers in the world and Nexonia is pleased to be returning to attend the conference once again. The annual cloud ERP conference kicks off on May 16th and runs through until May 19th, in San Jose, California. Attendees have the opportunity to network and attend speaker sessions and workshops that are guaranteed to enrich their conference experience. This year Nexonia is a Gold Sponsor for the conference and we are thrilled to be given the opportunity to converse with the NetSuite consumer, developer and partner community. There’s a lot on deck for this year’s conference and as it is fast approaching we thought we would highlight our top 6 things to look forward to at NetSuite SuiteWorld 2016:
Amazing Line-up of NetSuite Executive KeynotesOnce again, the NetSuite SuiteWorld team has succeeded in providing attendees with an exceptional line-up of NetSuite executive keynote speakers. The keynotes for this year’s conference have been carefully selected and will speak on a number of NetSuite and industry topics and innovations, so prepare to get inspired!
8,000 Registrants. Time to Get Your Networking Game On!Take a walk around the SuiteWorld Expo and get caught up on new ideas from industry experts, solution partners, developing partners and integration partners…such as Nexonia! You can get a sneak peak into NetSuite’s upcoming releases, and learn about new integrations that will be compatible with your existing NetSuite system. Not to mention that it’s a fantastic opportunity to network with hundreds of industry professionals and to discuss industry trends and best practices. With over 8,000 registrants expected this year, there certainly won’t be an absence of networking opportunities. Nexonia will be at booth #808, so come find us in the Expo hall all week!
New Executive Solution Sessions and 150+ Breakout SessionsNew to SuiteWorld this year is another fantastic learning opportunity - Executive Solution Sessions. These sessions will be run by NetSuite customers and executives and have been carefully curated with executives in mind. Topics to be covered are delivering the ultimate customer experience, building a modern cloud company, business model innovations and NetSuite’s vision for going global. On another front, this year’s SuiteWorld breakout sessions have been designed to educate and engage attendees. Whether you’re looking to discover a new solution that will integrate with your existing NetSuite solution or are interested in the forthcoming NetSuite releases, the wide array of thought-provoking breakout sessions will be sure to educate and inspire you and your team.
“Ask-a-SuiteGuru” any and all of your NetSuite questions (and ask Nexonia the rest)!Do you have any NetSuite technical product questions that just won’t seem to escape your head? Well the NetSuite SuiteGurus will be on hand to help! Throughout the conference, attendees can register for a 30-minute private session with a SuiteGuru to get any and all nitty-gritty NetSuite product questions answered. You can schedule your personal session with a SuiteGuru in the Agenda once you’ve registered for the conference. And if you have any questions about NetSuite expense, time or purchasing management integrations, stop by the Nexonia booth and we can definitely help you with that! We will also be hosting a spin-to-win game where you can spin our Nexonia wheel for a chance to win some awesome prizes! Additionally, we will be doing live demos at our booth in the SuiteWorld Expo all week for all of our product suites: Nexonia Expenses, Nexonia Timesheets, Nexonia Time Off, Nexonia Time Allocation, Nexonia Purchase Orders and Nexonia Accounts Payable.
Numerous Lunch and Learn OpportunitiesSuiteWorld promises a wide array of knowledge-sharing experiences and networking opportunities, and that doesn’t stop at lunch time. Throughout the conference there will be many unique lunch & learn opportunities for NetSuite users and partners with experienced NetSuite product experts. A few to take note of are:
- Birds of A Feather Lunches - On Wednesday May 18th, attendees of this lunch and learn have the opportunity to discuss technical challenges with fellow users and NetSuite product experts while munching down on some food. Each table will have a unique topic, allowing you to strategically sit at the table where you have the most interest in the topic at hand.
- NetSuite User Group Lunch - Are you a NetSuite user (or a soon-to-be-user)? If so, this lunch is for you. On Wednesday May 18th, come to this lunch and learn if you are currently in or would like to start a NetSuite user group in your local area. Some areas that are already included are: New York City, Atlanta, Philadelphia, Boston, Austin, Washington DC...and there’s many more!
- Cloud du Jour Lunch - On Tuesday May 17th, join Nexonia at this partner lunch and learn to discover numerous NetSuite partners and integrations that you haven’t yet heard of. All you have to do is find the sponsor of your choice (yes, we’ll be there!) and then head over to that table for an engaging discussion that will heighten your NetSuite knowledge.
The Avalara After Party at M Asian FusionLooking for a way to wind down after a long day at SuiteWorld? Well, we have you covered! As part of our Gold Sponsorship, on May 17th we will be co-sponsoring the wild Avalara After Party. This year’s new venue at M Asian Fusion means a much bigger party and there’s no better way to network with NetSuite customers, partners and developers than to do it here. The venue filled up in a flash last year so register for your spot today (yes, registration is free!) to make sure you can join us for a cocktail!
With NetSuite SuiteWorld 2016 less than two weeks away, we’re so excited to be attending what will be another incredible NetSuite customer, partner and developer gathering! We can’t wait to see all of our delighted customers at SuiteWorld 2016 and are looking forward to meeting new faces and showing them how Nexonia is built for NetSuite! The theme of the conference says it all; “Inspire. Educate. Network. Celebrate. BE BOLD,” … so we’ll see you on the showfloor!6 Things To Look Forward To At NetSuite SuiteWorld 2016 Gallery
Tradeshow season is now in full swing and as we enter May we know this means we must be nearing close to NetSuite’s SuiteWorld 2016. SuiteWorld is the largest gathering of NetSuite customers, partners and developers in the world and Nexonia is pleased to be returning to attend the conference once again.
At Nexonia, we pride ourselves on creating unbeatable integrations that will constantly delight our customers, and our Implementation team is the powerhouse that supports us in reaching these goals. No matter if you are an Intacct, NetSuite, Quickbooks, Microsoft Dynamics GP (or any ERP) user, our Implementation team designs, creates and configures solutions for all of our customers that leave them feeling confident in their new system integration. While Implementation takes care of most of the back-end work, it’s time to shine some light on this talented team. I sat down with Emma Roe, one of our Senior Implementation Specialists, to learn how she has mastered the art of creating amazing integrations for our customers.
MADELEINE: First things first, tell me a little bit about yourself!EMMA: I was born and raised in Toronto and have lived here my whole life. I temporarily moved away for school to the University of Guelph, in Guelph, Ontario where I studied Anthropology and earned my Bachelor's of Arts Degree. I originally started in a Science program during my first year, but chemistry really wasn’t my thing. I took an Anthropology class (and loved it!) so I switched my major and continued my degree with that line of study. I also earned a minor in French, but I don't get to practice it as much as I'd like to. After I graduated from university, I moved back to Toronto and I've lived here ever since.
MADELEINE: How has your career developed and led you to Nexonia?EMMA: Well most people who study anthropology obviously end up working at a software company doing implementation... or I guess that’s just me! When I finished school and came back to Toronto I had an assortment of odd jobs working at bakeshops and cafes, trying to figure out what I wanted to do. After doing that for a while I got a job working for a event production company who was working on a project for the CN tower’s tourism efforts. They created a handheld navigation guide where you could raise the device to the skyline and it would show you what exactly you were looking at, for example "This is the Royal Ontario Museum you're seeing out the window. And this is the Art Gallery of Ontario building." I supervised a team of people who were onsite selling the device and renting them to tourists. I had a one year contract with this company and when it ended the management team offered me a position as their Finance Administrator. At the time I didn't have any other positions lined up, so I thought, “...why not?" As the Finance Administrator, I was responsible for receiving our credit card statements in the mail and had to manually type out the statement details, search for the corresponding receipts, and code them each individually. I might have actually enjoyed the job a little more if we had a solution such as Nexonia. I also worked as a bank teller for a while but this still didn’t seem like the right role for me; I knew I wanted a job that was much more interactive. And it wasn’t too long after that I came to Nexonia! I actually had an interview here one year before I joined Nexonia’s Implementation team, for a Sales position. Turns out that I wasn't really interested in working in Sales per say but I was really interested in working at Nexonia. When another position for an Implementation Specialist opened up, I came in to interview again and thought, "Yes. This is going to be a perfect fit for me," and I’ve been here ever since!
MADELEINE: Did you know a lot about the FinTech industry before you decided to join it?EMMA: I’d say I’ve learned on the go for the most part. The companies that I’d worked for in the past had used outdated accounting software solutions that weren’t user friendly at all. Before I found out about Nexonia, I didn’t know very much about the SaaS world or financial technology.
MADELEINE: Sounds like you’ve had lots of experience working for many different types of companies. What sets Nexonia apart from them?EMMA: Honestly, I've never had a job before that I loved until I started at Nexonia. The support that I've had from my manager, the other people on my team and the other teams that I work with has been unparalleled at any other company. The people who work here make it such an incredible environment and the support, knowledge transfer and social occasions are the best I’ve experienced. The people here are truly amazing and it's very exciting to see the company grow so much in the time that I’ve been here.
MADELEINE: Implementation is one of the three major departments that fall under the Customer Success team. How would you explain to someone how Implementation interacts with the other two departments (Product Education and Support)?EMMA: Implementation is the first of the three teams that you’ll be interacting with when you become a new customer at Nexonia. As a new customer, you’ll see the Product Education team briefly during the demo stage, but once a customer goes through the sales process they come to the Implementation team next. Here, we are responsible for designing and configuring your account, as well as setting it all up. First, we meet with you to identify what you need from your solution. For example What are your business requirements and needs? What have your employees used for tracking their expenses or time in the past? What pain points can we alleviate for you with your unique configuration? We use these responses to calculate how we will design and configure Nexonia for you, as a new customer. As a new customer, once your account is configured to your liking, you’ll be transferred to our Product Education team to complete your team’s product training. When your Nexonia account is fully live, you’ll be introduced to our Support team. The Nexonia Support and Implementation teams work very closely together for a lot of knowledge sharing because we do many of the same configurations and set-ups. We are constantly helping each other out with little areas that we're stuck on, or areas that need a second set of eyes.
MADELEINE: Do you have a specific area that you specialize in as part of the Implementation team?EMMA: Yes, I usually take on accounts that are integrated with QuickBooks® Desktop, QuickBooks® Online, Microsoft Dynamics GP and many of our non-integrated or flat file customers.
MADELEINE: While I can imagine there's no typical day for you, what would you say a day in the life of an Implementation Specialist at Nexonia would be like?EMMA: I’d say a day in the life of a Nexonia Implementation Specialist would start off with our morning huddle. The whole Implementation team meets to discuss what we have going on during the day, and if there are any areas that we're stuck on so that we can all be aware if someone may need help with anything. Then, I might go into an admin training with a customer, which would involve a member of the Product Education Team to walk them through a day in the life of an Nexonia admin. I am involved in this part of the onboarding process incase there are any specific questions the customer has pertaining to their unique configuration. After the admin training call, I could potentially work on a custom layout with someone on my team, where we brainstorm ideas about how we can configure a custom layout for a customer. Following that, I might work on some upload files; this is when a customer would send us data that they want to have integrated into Nexonia, which I upload to their account. The rest of my day usually includes answering customer emails, ending the day with a credit card set-up call to integrate a customer’s business credit cards with their account. A few times a week, we also have a meeting with the Product Education team to see what we have coming down the pipeline; how many customers are coming in for demos, how many we’re expecting for admin trainings and which customers are scheduled to go live soon. This ensures that everyone’s prepared for the week ahead and we can plan accordingly.
MADELEINE: What would you say is your favorite part about your job?EMMA: I think my favorite part about my job is when I turn on a feature or a setting in an account, and someone gets excited and cheers on the other end of the phone, saying "No way! You can do that?!" And I’m happy to tell them, "Yes. Yes we can!" I love working with people and providing solutions for them that will make their lives a little bit easier.
MADELEINE: What's your favorite customer success story?EMMA: I've had a couple of really challenging implementations that I can think of where we've had to revamp their entire account and give them a couple of options to choose from. We’ll go back and forth a few times until we find the perfect configuration for them and the end result is that they’re really, really happy with it. A few months ago a customer emailed my boss directly, giving me praise for my hard work on creating the perfect configuration for her PO account. I spent a lot of time making sure I was meeting all of their unique needs and to hear such positive feedback really feels amazing.
MADELEINE: When you're not being an Implementation hero for Nexonia customers, what do you do in your spare time?EMMA: In my spare time I really enjoy going on bike rides, so I’m excited now that the weather’s starting to get so much nicer here in Toronto. I'm hoping to do a bike tour this summer; I really want to ride to Montreal to visit our development teams, which would be around six full days of biking. I'm also currently in the middle of planning a trip to Europe in June, which I'm really excited about. I'm going to Berlin, Amsterdam and Paris for two weeks. I also enjoy going out with friends to enjoy a pint of craft beer on the patio in the summer and I love going to see live music - there's always so much happening here in Toronto. And did I mention that I really like to put fun colors in my hair?
MADELEINE: And last but not least, what are some of your must-have mobile apps?EMMA: I have quite a few! I really like Pocket which allows users to save all of their favourite articles on one easy-to-access platform so they can access them anytime, on any device. When I’m on my way to work in the mornings I’ll check what I’ve saved on my Pocket app and can read articles on the subway (and anytime I’m offline). Another great app for commutes to work (or anytime) is Pocket Casts - when I'm not at work, I love listening to podcasts. Oh and RocketMan is amazing too, it tells you exactly when the next streetcar is coming so you don't have to stand outside and wait a long time before it comes. Instagram and Snapchat are also a few fun must-have apps too.Nexonia Employee Spotlight: Senior Implementation Specialist Gallery
At Nexonia, we pride ourselves on creating unbeatable integrations that will constantly delight our customers, and our Implementation team is the powerhouse that supports us in reaching these goals.
Companies providing services to Department of Defense agencies need to comply with Defense Contract Audit Agency (DCAA) standards for management policies, financial systems, accounting reliability, cost reasonableness and more. DCAA-compliant accounting is critical, but many organizations struggle with staying on top of the requirements—and they risk failing a DCAA audit. The DCAA calls for detailed labor and cost center tracking with precise and extensive reporting, complete with audit trails for all changes, specific supervisor approvals, the list goes on. Putting the systems, procedures and internal controls in place to ensure an audit-friendly environment is a massive undertaking. But with the right tools, it doesn’t need to be stressful. Here are the keys to implementing a solution that ensures your business is DCAA audit-ready:
1. AutomationWhen you think about manual processes, do the words time-consuming, error-prone and cumbersome come to mind? None of these will push you toward DCAA compliance. Yet, if you automate the process of capturing and reporting contract-specific data—and are able to easily provide critical supporting documentation for DCAA audits—you’ll be several steps ahead. The types of calculations that are currently taking up valuable time can easily be inputted into intuitive expense and timesheet programs. A streamlined workday means means less tedious work for payroll administrators and more time to concentrate on strategic projects.
2. CustomizationA specialized technology solution is only as good as it’s capability. Yours needs to be customized for the way you work—and to fit seamlessly with your existing accounting or ERP systems. What programs or system modules do you use? What does your expense and time-off approval processes look like today? Do your employees and contract workers stay productive on mobile devices? At the end of the day, your team (not to mention your workers who interface with your technology) needs to focus on what they do best. And that doesn’t include managing backend IT issues. The most successful expense report and time-tracking tools will be configured for the perfect fit—even offer you added features you only dreamed of, like mobile accessibility.
3. SecurityThere’s no way around it: your solution needs to employ a variety of security technologies and procedures to protect your information from unauthorized access, use, or disclosure. You need to know that your data is always backed-up, available and accessible both from the web and mobile devices. And when you use a cloud-based solution, your information is safe—and there when you need it.
What it Means to You & Your TeamIf manual processes are slowing down your day-to-day organizational accounting activities, they’re making it even more difficult to manage DCAA compliance. DCAA-compliant expense report and time tracking solutions like those provided by Nexonia make it easy and convenient to manage timesheets online. You'll be able track billable hours by project or customer, log vacation time off and sick days, and calculate time for payroll. And the best part? Your business expenses and time sheets are audit-friendly. Learn more from an experienced Product Education SpecialistThe 3 Must-Haves for a Hassle-free DCAA Compliance Solution Gallery
Companies providing services to Department of Defense agencies need to comply with Defense Contract Audit Agency (DCAA) standards for management policies, financial systems, accounting reliability, cost reasonableness and more. DCAA-compliant accounting is critical, but many organizations struggle with staying on top of the requirements—and they risk failing a DCAA audit.
Stress is all too often the business traveler’s unwelcome companion. People who travel for work, especially those who head out of town frequently, are burdened with breaks in their routine, lost time and any number of inconveniences that can add up to feeling frustrated, tired and stressed. Corporate travel managers are well aware of the strain-ridden situations faced by their employees, and they’re doing their best to help address them: for example, booking aisle seats for the restless flyer or issuing corporate credit cards to minimize cash handling, all while staying within the parameters of the corporate T&E policy, of course. But while a lot goes into the stress “equation” for business travelers—and it’s literally impossible to eradicate it—identifying pressure points in the trip life cycle puts you a step closer to reducing at least some your employees’ stress (and your own!).
Expense Reimbursement and Post-Trip StressInsights from a study performed by Carlson Wagonlit Travel in partnership with business school HEC Paris is shared in the report Global Business Travel Builds Sales and Stress. (See an interactive infographic of the study results on Harvard Business Review.) Researchers measured travelers’ stress levels across 33 known stressors, and Reimbursement is considered equally as stressful as Long Stays (3+ nights) and Geopolitical Context at Destination. It’s not as stressful as Lost or Delayed Baggage and Poor/No Internet Connection, but it’s more stressful than Fear of Flying, Jetlag, and even Working Long Hours at Destination.
The study reveals that for VPs in particular, post-trip stress skyrockets. The study authors suggest these executives are stressed because they feel pressure to justify inadvertently going over their travel budgets. Whether they ordered a few too many appetizers with dinner or a last-minute delay led to a rebooking on a more expensive flight home, the task of completing their expense report is anxiety-inducing.
Streamlining the Reimbursement ProcessExpense reporting is one thing that doesn’t need to cause unwanted friction for the traveler—or travel administrator, for that matter. Carrying a folder or envelope around to house containing crumpled receipts is cumbersome enough, but the stress involved with returning home, only to complete an expense report and wait for approvals and reimbursement is, in this day and age, unnecessary. With solutions like Nexonia Expenses and the user-friendly Expenses mobile app, creating, submitting, approving and processing expense reports for reimbursement is hassle-free. Employees can manage their expenses while they’re on the road, so there’s no more waiting until the last minute. They can focus on income-generating tasks both during their trip and afterwards. Administrating the expense reporting process becomes automatic for travel managers—with just a few clicks, reports can be reviewed, signed-off on and sent for payment. It’s optimal efficiency for everyone. Traveling is necessary for business and revenue growth, so if there’s a way to make the experience of business travel more comfortable for road warriors and the folks back at the office, it’s worth exploring. Reducing Stress for the Business Traveler Gallery
Stress is all too often the business traveler’s unwelcome companion. People who travel for work, especially those who head out of town frequently, are burdened with breaks in their routine, lost time and any number of inconveniences that can add up to feeling frustrated, tired and stressed.
Trade shows are almost second-to-none in their ability to further participants’ industry know-how and fuel their professional ambitions. These jam-packed events are the perfect place to promote products and services, capture marketplace intelligence, generate leads, and exercise some serious networking skills. It’s no mystery why so many resources go into making sure everything from the exhibit furniture, logoed swag and company-sponsored dinners go off without a hitch. Thankfully, these expensive endeavors tend to yield a satisfying ROI. According to The 2015 Economic Outlook from Exhibitor, 87% of exhibit and event marketers are confident that their company's trade show programs will achieve increased returns in 2015. And that’s great news for the sales and marketing staff who frequent these events, considering staff travel and lodging accounts for 16% of their total trade show budget, second only to exhibit space. Here are some tips to help trade show travelers enjoy a successful event—and submit even more successful expense reports that keep them on budget, reduce the potential for errors and get routed for reimbursement before the employees start planning their next trip:
Before the ShowTake an opportunity to set expectations with every employee attending the event. It’s important for travelers to know ahead of time what qualifies for expensing—and what doesn’t.
- Know what meals are covered, how many clients/prospects can be treated to dinner, whether or not one or two cocktails can be included in their per-diem, etc.
- Hash out who’s paying for what (e.g. senior-level employee handles dining charges, marketing rep picks up extra candy for the booth) to head-off duplicate expenses and take the guesswork out of simple transactions.
- Learn how to create an expense report—or better yet, get one started for the trip—so it’s easy to log entries along the way and meet the submission deadline.
During the ShowBetween the sessions, meet-and-greets, product demos and dinners, trade shows can be a tireless flurry of activity—it’s easy to miss details. Staying organized helps keep everyone on top of expenses along the way.
- Keep receipts in one spot, like an envelope or briefcase pocket—or better yet, snap a picture of each receipt after payment so it can be easily inserted into an expense report.
- Streamline payment methods: use the corporate credit card for most transactions and avoid cash that can be hard to keep track of.
- Review expenses daily to stay mindful of budget targets and catch any miscalculations that can come as a result of multi-tasking.
After the ShowSaying good-bye, packing up, shipping out…it’s finally time for the weary trade show traveler to decompress and head back to the office. But not so fast—there are a few things left to do!
- Carefully review receipts from show vendors—hotel charges, booth utility services, shipping, etc.—and address questions then and there, in person, while issues are still fresh and top of mind.
- Sort out all expense-related paperwork and put it in your carry-on luggage.
- Have downtime at the airport while waiting for your flight home? Get those receipts and knock out the expense report. With an intuitive expenses app, you can even create and edit your expense report while killing time on a Wi-Fi-free flight; submit your expenses at the tap of a button when you land!
Trade shows are almost second-to-none in their ability to further participants’ industry know-how and fuel their professional ambitions. These jam-packed events are the perfect place to promote products and services, capture marketplace intelligence, generate leads, and exercise some serious networking skills.