Category: saas

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Mo Bigger Data

Losing valuable business data is a terrible thing. It is worse when it’s done on purpose. Every business faces changes in accounting or operational systems over the lifetime of the company and these changes more frequently than not include losing data of some type. And that means losing business intelligence.

The frustrations of changing business systems are compounded the further into the business life cycle the change comes. Much of the historic intelligence of the business is derived from the earlier days of operation. This is data which reflects the stages and activities of the business over time. When a business reaches a point where data volume or list sizes force a systems change, much of that early historic data is ultimately abandoned. There is so much data to load into a new system that the task often proves too daunting for the company, so valuable historic detail information is lost and summary information is loaded into the new system.

As a business matures, and for the business to mature in a healthy manner, specific and detailed information must be captured and analyzed. Software addressing a broad view of the business, offering only generalized functionality and basic process support, will not provide a growing business with the operational support and resultant business intelligence needed at this level.

For example, a manufacturing business needs to fully understand and manage the manufacturing processes and materials supply chain to ensure profitability and consistent product quality. A retailer needs to know which products sell in which markets to ensure product stock and availability to key customers. And all this information is time-critical if the business is to make necessary adjustments in time to benefit from them.

In the end, it is the demonstration of well-defined processes, deep insight into the business operational metrics and financial performance, and the ability to effectively and accurately report on this information that creates a basis for provable business value.

Mendelson Consulting understands how important it is to not just collect the right data to support various processes, but to use that data to better understand operational and financial performance. As operations grow, so does the need to collect data from a variety of possible sources, from phone systems to time clocks and more. Even getting data out of the accounting system can be a challenge, but there is tremendous value in having transparency of business data.

From data warehouses to data lakes, Power BI and data visualization, we help businesses access their information and develop reporting that not only informs but helps deliver greater insight which leads to improvements in performance and profitability.

When information is power, we help owners and stakeholders gain mo power by being mo better informed.

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J

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Enhancing Business Insight: Noobeh Cloud Services and Azure-Based Solutions

Technology is evolving and so are our ways of using it. While the rules of accounting haven’t changed for years, the solutions we use to do the work have changed a lot. Yet there remain many businesses that haven’t yet embraced the idea of fully digital workflows, integrating and automating how data moves through the “system” to provide a comprehensive view of the business and how it is performing.

This is where accountants and bookkeepers can best serve their clients, by helping them implement the platforms and solutions which transform operations and provide greater insight into these areas.

Over 20 years ago, a technology model was developed which allowed businesses and the accounting professionals who serve them to work directly and collaboratively in the clients’ accounting system. By hosting QuickBooks and Sage desktop products on host servers, small business users and their accountants could both access the software and the data in real time.

This new approach was a boon for accountants, bookkeepers and others working with small business clients as it not only enabled closer work, but also provided those advisors an opportunity to do more – and more complex – work with the client. Yet many platforms and working models created barriers to broadening the scope of service or access to client systems, limiting to just basic accounting products like QuickBooks, and not effectively addressing the rest of the business need.

As technology has evolved, so have these transformations.

More accounting professionals understand the benefits as well as the necessity of moving from analog to digital workflows, removing manual entry and improving efficiency and accuracy of data. Yet this improvement doesn’t require changing accounting software and undoing years of learning and business knowledge. Rather, the platforms and connections must be the primary focus, replacing the manual with automation and smoothing out the bumps where data isn’t flowing at all. If the system isn’t in place to handle the complete flow of the data, there is a break. Like a pipe leaking water, this break results in data loss – which is also loss of business intelligence.

A key to all of this is the consideration of where the data ultimately resides. When business data exists in closed silos – whether web-based software or closed hosting platform – it takes a comprehensive approach to collection, storage and analysis. This is among the benefits to be derived from the modern cloud and Noobeh’s Azure-based hosting approach.

Noobeh’s hosting is not just about the desktop or the applications.

The cloud platform, and Azure in particular, also provides resources for data analysis and business intelligence, workflow and data flow automations, improved security and identity management, IoT and computing on the network edge.

For professionals looking to evolve their practices by helping clients go beyond basic recordkeeping and reporting, it’s time to delve into the operational details, data flows and development of real business intelligence and insight. Noobeh Cloud Services and Mendelson Consulting have the platforms and the supporting services to help bring it all together, improving profitability and performance of their clients through the intelligent application of technology.

jm bunny feetMake Sense?

J

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Taking a Hybrid Technology Approach is Most Advantageous for Many Small Businesses

When discussing technology and cloud, most IT resellers and MSPs serving small businesses equate “cloud” with web-based applications (SAAS) and web-based file sharing and assume that any talk of cloud desktops means desktop-as-a-service (DAAS). Unfortunately, web applications and file sharing services, and especially DAAS, are often NOT the best or most advantageous solutions available to the SMB/SME organization.

Rather than taking an “all or nothing” approach to cloud, small businesses benefit more from a strategic combination of cloud servers and desktop software, a hybrid model where the business gains the best of both worlds.

It is sometimes frustrating that small business IT personnel are the drivers behind migrating businesses from desktop applications to their web-based counterparts.

Most SMB software purchases are solely handled by IT, disregarding other important stakeholders.

Capterra’s 2023 SMB Software Buying Trends Survey

These non-business users pave the way for moving the business to cloud-based applications rather than modernizing the platform for existing applications to enable improved processes and workflows. This is especially challenging for accounting and finance operations where the businesses are being encouraged to migrate without first considering the underlying business processes or the accessibility of the impacted and associated data.

Businesses have developed an appreciation for the stability and predictability of desktop applications, along with the recognition of the challenges of transitioning from a system that is deeply integrated into existing workflows. Training users and adapting the work while migrating to cloud applications can be complex and costly without delivering significantly new or increased business benefits.

Data control and security are also large considerations. Most desktop applications allow businesses to retain direct access to and control over their data. Sensitive information remains within their reach rather than under the direct control of a 3rd party SAAS provider from whom they must gain permission and access to retrieve their data.

Rather than pushing the business towards web-based application services, a hybrid approach that modernizes the server and network platform as well as the user working environment may make more sense and provide the organization with greater advantage. This allows businesses to leverage their investments in desktop software, processes, training, and data and still make significant operational improvements and transformations.

Even more, some businesses rely on specialized software that isn’t easily replicated in a web-based environment. Existing desktop applications, especially industry-specific or custom-built tools, may not have cloud equivalents. Migrating these to the cloud server platform allows for uninterrupted productivity even as the business transitions from local to cloud-based platform and operations. Employees comfortable with existing software can maintain productivity without significant adjustments.

Using a cloud server to replace on-premises servers and user desktops, and keeping desktop and network applications working more securely, with improved access and management is the hybrid approach most advantageous for small and medium size businesses.

Noobeh works with Microsoft Azure, providing cloud servers that are scalable so small businesses can adjust their computing resources based on demand. Whether it’s expanding during peak seasons or downsizing during quieter periods, cloud servers offer flexibility that on-premises machines can’t.

Businesses can continue to use the critical desktop application tools they rely on and retain direct control over their data at the same time. Sensitive information remains within their cloud network, but users can access it from anywhere.

This hybrid model combines the benefits of cloud servers, including scalability, cost-effectiveness, agility, and security, with the benefits of keeping existing desktop software, including functionality, stability, data investment and control.

A hybrid approach to modernization allows small businesses to leverage the advantages of both cloud servers and desktop software, tailoring their technology stack to the unique needs of their businesses and in a way that is most advantageous to the business.

jm bunny feetMake Sense?

J

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Controlling SaaS Inflation

The cost of everything is going up, and that is as true for businesses as it is anywhere else. From office space and salaries to vendors and suppliers, everything is hitting the bottom line harder than before. For businesses invested in online application services and Software-as-a-Service solutions, the rising cost of usage is outpacing other expense categories at a fairly high rate.

Consider that many small businesses start with whatever is cheapest and easiest to use, which usually means a web-based solution. From there, the business cobbles together it’s IT by using a variety of applications and services and eventually ends up with a tangled web that can be difficult to straighten out.

Even larger enterprises find that shadow IT implementations and web-based application services make their way into the mix, costing companies greatly through unmanaged subscriptions, lack of vendor management, and missed opportunities for consolidation of resources.

Covid and remote work requirements fueled a lot of the growth in SaaS adoption as businesses implemented solutions and services to support a distributed workforce. Leaving millions of square feet of office space unused while at the same time investing in remote and mobile work, businesses have had a hard time of it.

According to an article on CFODive, “Software inflation has remained “stubbornly high” this year at a rate of 8.7% — more than double the inflation rate as measured by the consumer price index in the U.S., according to research conducted by London-based Vertice, a software-as-a-service and cloud spending management company.”

In 2023, SaaS inflation increased by 8.7%, meaning the same unchanged set of SaaS products will cost businesses significantly more than it did a year ago.

Vertice.one SaaS Inflation Index report


The Vertice report indicates that sales software, finance software and productivity tools represent categories of software that saw inflation rates of over 10% as compared with 2022. Another uncomfortable reveal from the report is that most software companies simply hiked their prices, and in some cases, they hiked them up a lot (23% increases, for example). The rising cost of Software-as-a-Service, referred to as SaaS Inflation, is a lot higher than with other products.

Part of the problem may be the global nature of online application services and SaaS companies. Costs of operations and the pricing of the product may be consistent across geographies, yet different regions will experience inflation in costs of other goods and services based more on regional factors. The result is a SaaS inflation rate higher than the consumer inflation rate. Yet even in areas where the SaaS inflation rate seems to be more in line with consumer inflation, it’s still a lot higher than many other categories of products and services. Only food and beverages compete at similar levels of price inflation.

Another part of the equation is the value for the dollar. Everyone knows that a dollar today buys less than it did last year. At the grocery store, this shrinkflation is obvious when an item is now more expensive, and you get less for the same price. With SaaS, the shrinkflation may not be quite as obvious. License packages change, features are introduced (or removed), and the value to the customer can change dramatically over time while the rates simply increase.

There are some important steps a business can take to minimize the impact of SaaS inflation, and it all starts with knowing what you have and how you use it. Reducing or eliminating shadow IT and implementations outside of general governance, consolidating vendors and licensing, and reducing redundancy in functionality and process support are key areas to focus on to control the spend.

Mendelson Consulting has experienced consultants that can work with your business to understand your needs and evaluate your options, helping to find the right solution for the problem while minimizing sprawl and spending.

Whether you rely on Software as a Service, Infrastructure as a Service, or any other -as a service solution, the Mendelson Consulting and Noobeh cloud services teams can help you do more with your investment.

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