Category: Bookkeeping in Bunny Slippers

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Web-based, Hosted and Cloud: The Confusing Journey to Transformation

There is no doubt that businesses of all sizes and types are moving from analog and paper-based to digital and electronic systems. Moving from postal letters to email, “PDF-ing” instead of printing, and EDI rather than manual order entry, businesses are taking on the challenges of transforming their processes one by one.

Cloud computing and virtualization have had a great impact in these areas, providing the foundations for process improvements and higher business intelligence than ever before. Increasingly, businesses are looking to “cloud” to help them do more with their businesses, and to do it better and more profitably.

In looking at cloud – applications, platforms, and services – it is important to understand that different approaches aren’t necessarily mutually exclusive. Many businesses implement a combination of technologies and services, creating their own hybrid approach to doing business the way it works for them.

Web-based, Browser-based

When most small business owners think of implementing “cloud” in their operations, the things that initially come to mind are web-based/browser-based applications. Due in large part to how these products are marketed, web-based apps are among the most widely recognized “cloud” type of service.

QuickBooks Online edition is an example of web-based/browser-based application service. It was built to run in a browser, and you access it over the Internet. These types of applications are often referred to as “net native”, because the only exist as Internet-based service. Other examples are NetSuite and Intacct.

The key with these types of application services is that they aren’t just applications; they are subscription services that include the infrastructure and data storage as part of the solution. You access by going to a web URL in a browser, and login and use the system. You own nothing of the system – not the servers its running on, not the application itself, and (if you don’t pay your bill or export your information) not the data.

What makes these systems “cloud” is that they are running on servers – application servers, network server, data servers etc. – that are all meshed to work closely together. You do not have to worry about (in fact, you often won’t even know) exactly where in the world your system is located, and you have no direct contact with or interaction with the infrastructure on which your application and data are running. As far as users are concerned, their application and data exist “in the cloud” … somewhere.

Hosted applications can also be Cloud

Cloud or not cloud really doesn’t have anything to do with whether the software is browser-based versus disk-based (desktop). Cloud really refers to having a ubiquitous network of connected resources which allows for the creation of dynamic, agile, scalable infrastructure. Google Compute, Amazon Web Services, and Microsoft Azure are the 3 primary (publicly available) cloud platforms.

Online application services generally use cloud platforms and infrastructure to support their software and data, enabling the delivery of services to large numbers of users regardless of where they are located.

Desktop applications can also be run on cloud infrastructure, enabling businesses to access and use their applications and data regardless of location or device, but to retain all the functionality and capabilities of the more mature desktop solution.

For example, NOOBEH cloud services deploys managed QuickBooks and other desktop applications from the Microsoft Azure cloud platform. With Noobeh’s approach, customers can retain essential control of their infrastructure (Noobeh manages it for them, but it is the customer’s private system), allowing it to be configured to be exactly what the customer needs.

NOOBEH Azure hosting is provided as a subscription service and can be changed or adjusted at any time with just a restart of the system. This agility gives businesses what they need now, but also allows the platform to be adjusted to changing business needs. Not having to purchase or invest ahead of needing new resources, as well as reducing the system size if less is ultimately needed, are among the many benefits of using a true cloud platform. Migrating applications and data from on-premises to cloud platforms allows businesses to reduce or eliminate their reliance on locally installed servers and network systems, which is another step in transforming the business and its capabilities.

When a business elects to migrate from desktop to web-based applications for only some functions, the result is often that other applications and data remain active on the local systems. This forces the business to retain their expensive computers, networks and local IT management services and reduces much of the value of a cloud transformation.

On the other hand, if the business elects to migrate to cloud infrastructure it allows them to migrate all their applications, data, and processes immediately, delivering immediate business benefit and providing the right platform for further improvement.
For most small and growing businesses, it is the elimination of concerns about hardware failures, not having to purchase ahead for possible future needs, and having up-to-date secure and compliant systems that deliver the full value and capability of the cloud.

Business transformation starts with the foundation, and a strong information technology platform becomes the base upon which smarter and more efficient processes are built. Whether your company is just beginning its transformation journey or is well on the way, cloud applications and platforms are integral to helping your business keep moving forward.

jm bunny feetMake Sense?

J

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Integrated is Better: Connecting Your Systems and Workflows

Small businesses need software and systems to help them get business done efficiently. The global pandemic has been fuel for recent growth in the small business software market where companies of all types are adopting more applications and services to better support operations.  Especially when users are no longer able to work in the office and consumers are demanding increasingly more personalized services, businesses need to find ways to get more business done in less time and with fewer resources.

According to Intuit® research “small businesses, on the average, use four or more apps to run their business”. You could consider it that business owners and managers buy software apps to get jobs done. Software can help structure the work and the information, creating workflows that improve efficiency and accuracy.

The key to getting the full benefit from any application or service is to have it connected to or integrated with your other solutions. There is almost never a completely disconnected process in a business; everything flows from and to something else. It should be the same with software and data. Saving time and improving accuracy of information means that data should only be entered once, and key data should sync between systems to remain up to date.

QuickBooks Desktop (Pro, Premier, Accountant and Enterprise), as well as other desktop accounting or ERP solutions like Sage100, AccountEdge and more, have a variety of 3rd party applications and integrations offering additional functionality or services. Just because the main solution is a desktop application does not mean that all integrated applications must also be desktop products.

To extend functionality of desktop products, developers often create web-based applications and services that sync or integrate data with the desktop product. In fact, many of the services inside of QuickBooks desktop are web-based application services which sync data to and from QuickBooks. Payroll, payments, and more are subscription-based services connected in QuickBooks but look like they are just part of the installed program.

When QuickBooks and other desktop applications are hosted with NOOBEH’s QuickBooks on Azure service, the system is running entirely on the Microsoft Cloud. This improves system flexibility, resiliency, and security, as well as providing the optimum platform for desktop applications and web-based services to connect – the bandwidth they use is cloud to cloud instead of cloud to your PC.

Even if the average small business uses four or more apps in the business, it doesn’t necessarily mean that all those apps are talking. Often, a business will implement a new application to handle a particular job but won’t consider the additional benefits to be gained by connecting the new app to the accounting system. Yes, the new app may make getting data from the field easier, as with a timesheet or field service management solution. Maybe it makes doing payroll easier because the calculation, reporting and delivery of paychecks is automated. Perhaps it is a website that takes customer orders and manages their payments.

All are cases where a business benefits a great deal from increased efficiency in data capture, reporting and more, but if all the information from the app needs to be re-entered into the accounting system, then a great deal of additional benefit is simply not there.  Data entry takes time away from other work and introduces the potential for errors that can take hours to track down (if they are even noticed).

When connecting any 3rd party solution with your accounting or ERP system, it’s important to make sure that the company fully supports the integration. Whether it is a direct connection to your QB or other software or is a “brokered” connection (as with an Integration-as-a-service connector), just make sure that the integration has the features and functionality you need and that the data will flow as you want.

We know that businesses need more than a single solution to address the variety of business problems that arise. We also know that sub-standard or improperly configured integrations risk doing more damage than good to the business data. That’s why we offer consulting and deployment services for a wide range of add-ons and integrated products. Even if it is a solution we haven’t worked with yet, our consultants know how to validate and test the integration within QuickBooks to ensure that the data flows properly and gets the right treatment in the financial system.

Get your software connected and working better for your business. Mendelson Consulting and NOOBEH Cloud Services help you focus on your business and not the IT that supports it, so that you can get more done with the resources you have. We help you work smarter, not harder.

jm bunny feetMake Sense?

J

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Direct-to-Consumer Causing Manufacturing Logistics Issues

Manufacturers have traditionally been positioned as a link in the long chain of supply. Somewhere between raw materials and finished products is where the manufacturer exists, transforming the materials into products that can be resold via distributors and wholesalers.

The supply chain was linear and relatively predictable, but that is all changing. With the introduction of broad internet connectivity, web-based services, large e-commerce platforms and increasingly innovative and competitive new logistics players, the supply chain is becoming a spiderweb of connectivity and communication, with linear approaches out the window and, to some extent, predictability along with it.

The economy we have today is an environment where customers demand more direct and personal approaches, and producers are being forced to find ways to accommodate. With the huge e-commerce platforms like Amazon and Alibaba, along with more direct-to-consumer channels, manufacturers are being turned into direct-to-consumer suppliers. Acting as drop shippers for the seller, the manufacturer isn’t shipping bulk or volume to distributors or wholesalers but smaller shipments direct to the consumer.

Many retail stores have now become more fulfillment locations than the place where the customer buys. This is causing tremendous change in logistics tools and approaches because the size of shipments is becoming smaller while the number of deliveries – and delivery locations – is only increasing.

Customers can go right to the brand’s website and buy direct, driving increased focus on building brand value and improving the overall customer experience. With the demand from consumers for flexibility in how and where they buy, retailers have shifted their approaches to bring e-commerce into the brick-and-mortar stores. This is where online and offline sales channels come together, creating pressure in ordering and fulfillment systems to offer the flexibility and experience consumers want.

While this converged channel model requires businesses to make new and continued investments in e-commerce and digital solutions to enable the flow of orders and information, it also delivers several potential benefits to the business, including the ability to better manage growing customer expectations, better compete in the digital marketplace, and address disruptions in the supply chain by having alternative options.

Delivering the goods has always been an operational challenge, with success often measured in performance and cost. Today’s marketplace requires more agility and flexibility, which means the role of supply chain managers is more strategic than ever. Simple logistics now has a direct impact on the customer’s decision to buy now, as well as buying again later.

jm bunny feetMake Sense?

J

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Considering Deploying Microsoft365 for Your Entire Organization? Success is in the details.

Technology is ever advancing, and even the smallest of businesses must keep in step to remain competitive. Efficiency is the key to modern, effective operations, yet keeping teams aligned and working towards the common goal can be tougher than ever when members are remote working. Microsoft solutions can help the business increase productivity and modernize their operations, and at the same time provide stronger security and enhanced protection.

For just about every business, it makes sense to consider using Microsoft 365 services. But there are a lot to choose from, and not all services work as you might expect, so here is a little information that might help with making service selection a little easier.

Does it make sense to implement Microsoft Teams for intra-company calls, meetings, and collaboration?

Teams is great for calling your co-workers, sharing screens, presenting content, and collaborating in workgroups or with the whole company. But be warned that Teams meetings don’t work for everyone, particularly those outside your organization or for users that don’t have useful Internet connectivity.

  • To use Teams with people outside the company, or even for users that don’t have Internet connectivity, you’ll need to also have a calling plan for each user.
  • A calling plan allows Teams to connect a phone number to the Teams meeting, creating a means for non-Teams users and those without internet to connect to the meeting audio.

Should you migrate employee email inboxes to MS365 (Outlook Desktop and/or Outlook Online)?

Using Microsoft for email services make a ton of sense, especially with the advanced phishing and threat protection that comes standard with the service. It is pretty much foolproof for most businesses and is a great value. If your business is migrating to Microsoft from a legacy email platform or from a different mail provider, there are a few things to consider.

  • Many companies use their desktop Outlook email folders as a sort of file cabinet, storing and categorizing emails for future use. In older MS Exchange environments, Public Folders were also used, enabling company-wide access to certain email folders and the file attachments within.
  • MS365/Office365 email services don’t support public folders, and every email box comes with a storage quota. If the business is used to saving lots of emails, then it might create difficulties with mailbox management.
  • Outlook Desktop still has limitations on the file size it can reasonably handle. This means that Outlook, when connected to hosted Exchange mail (Microsoft365), should run in cached mode, keeping only recent data in the Outlook file on the computer and leaving the rest of the mail on the server. Mail on the server is still available for search by Outlook; the program will simply search in the local data file first.

Can you, or should you, migrate your company’s files to the Microsoft cloud?

Keeping your files on the “cloud” is a concept that sounds convenient, but it isn’t quite as straightforward as it sounds. In this case, the idea is to migrate files from PCs and servers to Microsoft OneDrive or SharePoint, where the files can be available to all users regardless of where the user is working from.

  • Putting a big hard drive on your PC or server can be relatively inexpensive. “Storage is cheap” we hear quite often. Yet all storage facilities are not alike. It might be a cheap option to add a big hard drive or USB drive to your local system but paying for storage space on the web becomes a different deal. You may find that safe, protected storage for your files is not quite as inexpensive as you thought, especially over time. When you must pay every month for the storage you use, you rapidly realize why file housekeeping is essential.
  • File and folder permissions do not translate from your Windows file system to a SharePoint or OneDrive. You must create your own groups and set file and folder permissions as you want them AFTER the data is uploaded to the cloud platform.
  • Once the files are in the cloud platform, each user must determine what and how the files will sync with their local computers. There may be an option to “sync on demand” (depends on device platform) that can allow users to selectively sync files to/from their computers, but the fact remains that the data is being downloaded to the local computer so that it can be worked on. This still means that the local computer must have the necessary software installed, and the PC should be protected with backup, anti-virus and anti-malware and MFA.
  • Database files cannot work in a web file location. This means that programs that have associated database/data files must still have their files located on a network server for users to access them. QuickBooks, tax software, trial balance software, workpapers and fixed assets, inventory management or manufacturing, and more may require the server to serve the application and/or data to the users. This means that servers and networks and the need to manage the network and the individual computers remains in full.
  • If all other data is stored on the cloud platform, then you now have data and resources to manage both places.

What does the new Microsoft365 Cloud PC mean for small businesses?

  • The new Cloud PC from Microsoft365 can solve a tremendous problem for the very small business in that it can become the IT infrastructure and it is fully cloud platform.
  • Cloud PC is meant to replace your local PC as your operating environment. Rather than installing software and storing data on your local device, the idea is that your software gets installed on your Cloud PC and your data is stored, ideally, in your OneDrive, or maybe on the drive of your Cloud PC.
  • This makes the Cloud PC a perfect solution for that single user that needs to run their QuickBooks or other applications from anywhere.
  • The thing with the small business Cloud PC is that it cannot be networked. It may be able to “see” and work with your local device hard drive or even mapped drives that your local device is connected to, but it isn’t able to work with a network server or share like a local PC would.
  • This means that you may be able to store and retrieve files from servers or other drives on your local PC or network, but you won’t be able to access databases or other server or network-based applications that need the network to function.
  • This also means that you can’t share data on one cloud PC to another cloud PC… they aren’t networked together.

Why NOOBEH’s Cloud Service model is better

There’s a reason why businesses adopt NOOBEH QuickBooks on Azure services, and the benefits are as great as ever. Businesses work with NOOBEH and our QuickBooks on Azure services because we have the flexibility to do what the business needs, and to offer a comprehensive approach that doesn’t leave applications, services and data hanging around on local networks or unprotected computers.

Where the Microsoft365 Cloud PC is a great answer for the single-user, NOOBEH’s cloud servers are designed for multiple users needing access to common applications and/or data. Multi-user QuickBooks desktop applications, Sage or AccountEdge, MISys Manufacturing or Acctivate Inventory, ShipGear or Starship, Fedex or UPS and much more… we host the applications that businesses use every day.

NOOBEH keeps the applications and data securely running on private Microsoft Azure cloud servers. Centralized, server-based management of applications and data means that software does not have to be installed and maintained on individual computers, so the need for local PC backups and anti-virus and malware protection is also minimized. All users work on the same version of the same software, and everyone accesses the same data in real time. Version control issues and sync problems are entirely avoided when everyone is working in the live system with live data, and Microsoft’s Azure platform ensures that issues due to transient hardware failures are a thing of the past.

When the company has workers that must operate from their local computers, NOOBEH can enable a solution to keep SharePoint in sync with the cloud server, ensuring that workers on and off the server are able to reach the most current version of the files. Users working in QuickBooks can interact directly with SharePoint files and folders by using the native Windows File Explorer where users operating on their local PCs access SharePoint via OneDrive or via the web. This approach delivers the best of both worlds to businesses who need more flexible modes of operating.

Contact us today to find out more about how we can help your business do more in less time, improve efficiency and work more effectively with a system that works where and when you need it.

jm bunny feetMake Sense?

J

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Finance Department Participation in Supply Chain Management

When most businesses approach Supply Chain Management, the focus is on the item or product – the physical thing that ultimately gets delivered somewhere, somehow. What many businesses do not consider is that the orchestration and timing of “supply chain” activities can have significant impacts on financial performance, reporting and cash flow. The current processes could just be working just “okay”, and not delivering the financial benefit that might be obtained through modernization of technologies and transformations in approaches. The key is to get the right people involved.

One big aspect of seeking to integrate electronic commerce and collaboration with customers, suppliers and payment services is the recognition that supply chain activities involving orders, invoices, payments, and remittances are directly related to finances, revenue recognition and cash management.

For any project to be successful, it should include execs from both the supply chain and finance areas so that all concerns relating to event timing may be addressed to allow proper treatment in the financial statements. After all, the same things that trigger supply chain activities (orders etc) are the same documents which drive finance. When the information is accurate and timely, and when the inefficient manual processes can be replaced with electronic workflows, the business is best positioned to improve cash flow and overall financial performance as well as business value.

Unfortunately, few business owners have a real understanding of the costs associated with manual entry activities and how the direct financial impacts they have. The speed and accuracy of processing orders and invoicing customers means faster cash in, and leveraging the speed of electronic data interchange with suppliers so that “just in time” orders may be placed and logistics processes more fully enabled means cash out when necessary and not ahead of time.

“… using a digital transaction for payments allowed [businesses] to hold on to cash longer and better control the timing of the release of funds, something more difficult to control when mailing a physical check. Check fraud remains rampant across many industries. According to an AFP payment fraud and control survey, 70% of U.S. organizations reported check fraud in 2019, responsible for more than $18 billion in losses.” –

source: What Every CFO Needs to Know About Supply Chains; Study published by DiCentral and Lehigh University; 2012

For example, there are many studies which show that purchase orders that are not sent digitally are most often manually processed, and that this manual processing may be done by any number of departments in the company – but most often the job falls to finance. Rather than looking to eliminate the manual entry of data and the errors and delays that come along with it, businesses execs first looked to where the lowest labor cost rests and had them handle the extra data input.

A digital strategy that transforms inefficient manual process into efficient electronic workflows is the better solution. While many companies have approached streamlining of activities by exchanging manual entry operations for data file formatting and imports, they still have not solved the problem as would be with an integration that takes even less human time and effort.

The real goal of any business improvement effort is to improve overall business value. By bringing in finance along with supply chain execs to the “digital transformation” discussion, the business is much better positioned to make real progress in areas that directly impact cash performance as well as long-term business value. It comes down to having all the information and being able to weigh the risks against the potential rewards to be gained from the contemplated changes.

jm bunny feetMake Sense?

J

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Where in The World is Your Data?

Where in the World is Your Data? Even better.. where would you like it to be? In a datacenter near you? In a datacenter far away from you? Maybe you’d like your production system nearby, but backups stored on the other side of the country. Or perhaps you want redundant systems on each coast as well as something somewhere in the middle.
With Microsoft Azure as your platform, you have all the choices in the world, literally.

Microsoft Azure is the platform of choice for businesses of all sizes, offering virtualized infrastructure and services that can be tailored and tuned to meet the unique needs of any organization. No longer tied to on-premises infrastructure, companies find that they can implement better and more comprehensive solutions because they have the agility to adapt systems to immediate needs while retaining the ability to adjust as conditions change.

With Microsoft Azure and Microsoft 365 Services, NOOBEH enables businesses to focus on transformation and improving efficiency, not the IT that supports it.

NOOBEH cloud services, part of the Mendelson Consulting team, sets up Azure infrastructure and manages it for their clients. Business users focus on getting their work done, not on the IT supporting it. NOOBEH QuickBooks on Azure services give small and medium size businesses the most flexible and resilient infrastructure available to run all their desktop and network applications.

Because QuickBooks is rarely a standalone solution, NOOBEH QuickBooks on Azure services have no limitations on what add-ons, extensions, integrations or other applications the business may need to use. All the software a business needs can be deployed on the platform, allowing the company to keep its information systems and assets secure, fully-managed and available when and where they are needed.

While NOOBEH uses Azure platform and Microsoft 365 services to continue to deliver new capability for private sector users, Microsoft is advancing innovation in the delivery of connected services and computing power for private and government sector users wherever it is needed. Azure Modular Datacenters represent a partnership that delivers computing and communications capacity anywhere in the world… and beyond.

Microsoft Azure Modular Datacenters and SpaceX

The Azure modular datacenter is basically a “data center in a box”. It comes with everything needed to deliver computing capacity anywhere in the world.

“We designed the Azure Modular Datacenter (MDC) for customers who need cloud computing capabilities in hybrid or challenging environments, including remote areas. This announcement is complemented by our Azure Space offerings and partnerships that can extend satellite connectivity anywhere in the world. Scenarios range from mobile command centers, humanitarian assistance, military mission needs, mineral exploration, and other use cases requiring high intensity, secure computing on Azure.”

https://azure.microsoft.com/en-us/blog/introducing-the-microsoft-azure-modular-datacenter/

It has power and everything else it needs, and now it also has the connectivity needed, even when there is no (zip, zero) infrastructure. Microsoft has partnered with SpaceX, using SES satellites to bring Internet connectivity to remote areas.

“We can connect via satellite links any element on the Earth to another point on the Earth..”

https://arstechnica.com/information-technology/2020/10/microsofts-new-data-center-in-a-box-will-use-spacex-starlink-broadband/

They’re calling it part of “a multi-orbit, multi-band, multi-vendor” approach to connectivity. That’s pretty cool, if you ask me.

It takes the whole bookkeeping in bunny slippers philosophy of “work when and where it works for you” to an entirely new level.

Make Sense?

jm bunny feet

J