Category: outsourced IT

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Better Platform, Better Data, Better Performance

Information management paradigms are rapidly changing, so businesses seeking to achieve maximum performance and profitability must look at increased efficiency and innovation in their IT platforms. Cloud platforms help business operations to be more effective and agile, supporting the various processes and workflows which make up the operation. From finance to order processing, shipping and customer service, the platform needs to be flexible enough to handle the wide variety of needs of the company.

Today’s technology-enabled flow of business opportunity requires modern infrastructure and IT services. Where many would believe that web-based applications and “cloud” versions of software solve the problem, more often the business finds the solution lacking features and usefulness. Tried and failed plug-ins and extensions may leave the system attached to a spiderweb of connections and services behind the scenes, reducing or eliminating the ability to fully control the flow of data to or from the system.

The real issue to address is the infrastructure and IT foundation, not just the applications. Certainly, the software matters greatly, but too often businesses believe they must migrate to new applications and adopt new processes simply because they wish to have remote access and more flexibility in how and where users and information connect.

Cloud platforms and services enable many things for a business, not the least of which is collaboration and co-working. With centralized access to applications and data, workers can get the information they need regardless of where they are, and the workflows and processes may be improved and expanded because all users can participate as required.

Enabling connectivity for the platform is as essential as for the applications. When applications and processes can connect seamlessly, the data flows through the business better and there’s less chance of it getting damaged or lost. Re-keying data increases the opportunity for errors, and manual import/export processes can fail due to simple mistakes. With the right integration and sync tools and an IT platform that fully supports them, the business can improve the speed and accuracy of data moving throughout the system.

There is a growing need for accounting and business professionals who understand how these data connections can work and assisting businesses with selecting and implementing the right ones. This used to be more in the domain of the CIO, information systems guys and data analysts, but it is falling more to the accounting and finance teams these days.

For many years, accounting and finance were just the final dumping ground for after-the-fact financial data. Operationally, things could be humming along in the business and looking just fine, but the business was losing money, and nobody knew it before it was too late. Now, business owners and managers have come to understand that virtually EVERYTHING in business has a financial impact and leaves an imprint on the business: every action and activity, every relationship and interaction.

When cloud platforms, applications and integrations are in place for the business, business intelligence comes not just from after-the-fact silos of historical data, but from current and real-time information that is the key to unlocking a deeper understanding of business performance.

jm bunny feetMake Sense?

J

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Migrating Your Processes and Knowledge to the Cloud

Adopting cloud platforms can bring great business benefit without forcing dramatic change.

Many business owners believe they must dramatically change their software and business processes just to embrace cloud working models. Too often they are left believing that any business use of cloud technologies requires changing software and systems over to subscription web-based solutions which enable the much-desired anytime/anywhere working model.  What too many businesses aren’t being told is that there are ways to move to cloud platforms without losing their investments in people, processes and business knowledge.

The benefits of a cloud computing model are many, with mobility and managed service being the most obvious.  Less evident are the potential cost savings, because the subscription approach to paying for IT services may, on the surface, look like an equivalent or even higher cost over time. 

What isn’t being considered is the potential to improve processes and increase productivity.  These benefits are often achieved simply due to a centralized management and access approach, and are not necessarily attributable to the adoption of new software tools.

The cloud is the right answer for deploying and managing IT for many businesses, and delivers more value than on-premises systems can for the same price.

Eliminating the on-premises server and network with a cloud server implementation should be considered first, before changing out the software and tools in use throughout the organization. Hosting the existing applications means users can access their regular desktop software via the cloud, allowing the organization to fully retain their investments in people, processes and knowledge, and to build on that foundation with centralized service and improved collaboration..

Businesses of all sizes and types are are finding that the cloud, hosted applications and remote access provide the answers to a variety of business IT problems.  Even more, those answers are being provided affordably, with a simplicity of setup and with higher levels of service than is usually provided for with localized IT.

Small businesses and enterprise organizations alike can experience many benefits with a cloud hosted and managed IT approach.  It doesn’t take a comprehensive application or process overhaul to begin improving internal IT operations for the business, and it makes no sense for a business to give up investments in training, process development, and people knowledge in exchange for a centrally managed and remotely accessible system. 

Rather, the smart business takes the steps to solve the real issues of IT management and mobility while allowing users to continue performing their tasks and doing business as usual – only better now because the platform is working for them.

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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Microsoft 365: Stay Updated or Lose Connectivity and Support

Microsoft Office is a staple of business software, setting the standard for productivity applications across the globe. Unfortunately, popularity often means “target” and the bad guys out there are gunning for your system, looking for vulnerabilities they can exploit. This is among the reasons to make sure your Office applications are staying up-to-date with the latest fixes and security features. The easiest way to do this is to turn on automatic updating for Windows via Microsoft Update so that your system gets Office updates for earlier versions of Office you might have installed, such as Office 2010 or an Office volume license install.

Security updates aren’t the only reasons to keep your systems up to date. Sometimes an update addresses compatibility with other applications or services. In recent days, Microsoft has reminded businesses of the roadmap for Microsoft 365 services where certain versions of the Office and Microsoft 365 applications will stop communicating with the Office 365 and Microsoft 365 services.

Microsoft Outlook for Windows

Effective as of November 1, 2021, older versions of Outlook for Windows (starting with Outlook 2007), will be unable to connect with Office 365 and Microsoft 365 services, including hosted Exchange mailboxes. Versions that are only a little bit out of date might work, but are likely to experience connectivity issues with the back-end services. Here’s the list of retired versions of Outlook for Windows:

  • Office 2007 All Versions
  • Office 2010 All Versions
  • Office 2013 Versions prior to 15.0.4971.1000 of Office 2013 (Service Pack 1 with the October 2017 Update)
  • Office 2016 MSI Versions prior to 16.0.4600.1000 of Office 2016 (With the November 2017 Update, KB 4051890)
  • Microsoft 365 Apps for enterprise;(formerly Office 365 ProPlus) 1705 and older
  • Microsoft 365 Apps for business(formerly Office 365 Business) 1705 and older

OneDrive sync on Windows

Microsoft is now aligning the OneDrive sync on Windows systems with the Windows operating system support lifecycle policy.  In short, OneDrive sync on Windows will only be supported on supported versions of Windows beginning in January 1, 2022, If your version of Windows is no longer being supported, then the OneDrive sync on those machines will no longer receive updates or fixes of any sort.

  • Windows 7 and Windows 8.1 will be supported until January 10, 2023
  • Windows 8 reached end of support on January 12, 2016

If you are running the OneDrive sync app on Windows 8.1, you will no longer receive feature updates but will receive security fixes until January 10, 2023.

If you are running the OneDrive sync app on Windows 7 (and are participating in the Extended Security Update (ESU) program), you will continue to receive critical and important security updates until January 10, 2023. Extended Security Updates don’t include new features, customer-requested non-security updates, or design change requests.

If you are running the OneDrive sync app on Windows 8, you will no longer receive updates or fixes of any kind, as Windows 8 is no longer supported.

Businesses concerned with keeping their systems up and running should take care to ensure that PCs and servers are updated with current, supported operating systems and application software. Ignoring PC updates and Windows upgrades can create unnecessary disruption and leads to lost productivity and lost profits. For PCs, Windows 10 or 11 is the OS to be running. For Windows servers, Server 2019 is the most current version.

Mendelson Consulting’s NOOBEH Cloud Services team knows how important it is to keep your core operating software and applications current, compatible and supported. That’s why we only deploy modern servers and current operating systems on the Microsoft Cloud platform, ensuring our hosted clients have the foundation they need to keep workers performing and operations running.

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