Tag: business intelligence

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Podcast Episode: Data, Cloud, and AI for SMBs

Pip: Cooper Mann Consulting has a recurring thesis: before you chase the shiny thing, make sure the foundation underneath it can hold the weight.

Mara: Joanie Mann covers a lot of ground in these posts — QuickBooks reporting infrastructure, cloud resilience for smaller businesses, Microsoft Fabric as a data platform, and what it actually takes to make AI useful.

Pip: Let's start with the reporting question, because it turns out QuickBooks alone may not be enough.

Reporting Beyond QuickBooks Enterprise

Mara: The core tension here is that QuickBooks Enterprise Desktop is genuinely capable software — cost-effective, flexible, widely used — but its built-in reporting has a ceiling.

Pip: The post puts it plainly: "Many businesses eventually outgrow the reporting capabilities available directly inside QuickBooks Enterprise Desktop." That's the inflection point the whole piece is built around.

Mara: And the consequence is concrete. When you hit that ceiling, you're not necessarily shopping for a new accounting system. You're looking at extending what you have — pulling QuickBooks data into Azure infrastructure and surfacing it through Power BI.

Pip: Which is a meaningfully different conversation than "time to rip and replace."

Mara: Right. The post walks through what that extension actually delivers: custom report design, consolidation of data from other operational systems, interactive dashboards, automatic data refreshes across devices, and handling for larger datasets using Azure's elastic infrastructure.

Pip: That last one matters for businesses that have been running long enough to accumulate serious data volume — the reporting slows down before anything else does.

Mara: The scalability argument carries through to a companion piece, Unlocking Insights in QuickBooks Enterprise Data, which frames this as an AI-readiness question too. Once QuickBooks data is centralized in a governed data warehouse or lakehouse, it can feed forecasting and anomaly detection — not just dashboards.

Pip: So the reporting upgrade and the AI foundation are the same project, just described at different stages.

Mara: And a third piece, Unlock KPIs and Improve Reporting with QuickBooks, backs up to the starting line: businesses that haven't yet captured the right operational data can't build meaningful KPIs from it. The post makes the point directly — "No data means no KPIs." You have to get the data right before the reporting layer has anything real to work with.

Pip: Which is a polite way of saying the ledger cards have to go first.

Mara: That thread connects directly to the cloud question — where the data lives shapes what you can do with it.

Cloud Flexibility as a Business Strategy

Mara: The cloud resilience post reframes what resilience actually means for a small or midsized business today.

Pip: The post puts it this way: "Cloud flexibility won't remove uncertainty, but it can change how the business faces it… from reacting under pressure to responding with confidence, agility, and control."

Mara: What that looks like in practice is scaling resources seasonally, enabling secure remote access, deploying tools faster, and strengthening backup and recovery — without rebuilding the technology foundation each time something shifts.

Pip: And the post is careful to say this doesn't have to happen all at once. You start where the value is most immediate.

Mara: That phased framing is what makes the cloud conversation feel like a business decision rather than an infrastructure project. Speaking of infrastructure — Microsoft Fabric is where that foundation gets built.

Microsoft Fabric for Growing Businesses

Pip: The Fabric post is aimed squarely at businesses drowning in spreadsheets — which is most of them.

Mara: The framing is direct: Azure data platforms and Microsoft Fabric can replace "spreadsheet chaos" with a centralized analytics environment, eliminating file version issues and the need for manual consolidation entirely.

Pip: So the upshot is a live business dashboard pulling from QuickBooks, Shopify, HubSpot, Square — whatever the business already uses — without custom integrations.

Mara: And the post emphasizes that getting started doesn't require a dedicated data team. That's the practical threshold for most small businesses. Which brings us to the question of what happens when AI enters that environment.

Fix the Data Before AI Touches It

Mara: The AI posts share a single argument: AI doesn't fix bad data, it scales it.

Pip: Fix the Data, Then Let AI Scale It puts the problem in terms any field-service business will recognize — jobs marked complete in one system but not invoiced in another, customers duplicated across platforms, manual spreadsheet patches holding the whole thing together.

Mara: The post is direct about the consequence: "Imagine training your AI on this data. It isn't going to resolve the data issues or repair them, it will repeat them at scale."

Pip: That's the part AI vendors tend to skip in the demo.

Mara: Data Is the Real Competitive Advantage extends the argument beyond any specific software stack. It asks four questions worth sitting with: Do you trust your core business data today? Can you explain where key numbers come from? Are your processes documented and consistently followed? Do you have a single, reliable version of the truth?

Pip: If the answer to any of those is no, the post's advice is clear — fix the data first, then consider the AI layer.

Mara: The thread across all of this is the same: the foundation has to come before the capability built on top of it.

Pip: Data before AI. Cloud before scale. Reporting infrastructure before the dashboard you actually want. Next time, we'll see what else is in the queue.

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Unlocking Insights in QuickBooks Enterprise Data

Businesses of all sizes are under pressure to turn their data into actionable intelligence.

As organizations adopt modern analytics platforms like Microsoft Power BI and Microsoft Fabric, the ability to unify, govern, and analyze data across systems is no longer optional—it’s foundational.

High-quality, connected data enables leaders to move beyond intuition and toward AI-assisted, insight-driven decision-making across the organization.

While enterprise companies have long relied on sophisticated ETL platforms, small and mid-sized businesses are often left behind. Many still depend on manual exports, spreadsheets, and point-to-point integrations that are brittle, time-consuming, and fundamentally incompatible with AI and advanced analytics. These approaches create data silos, limit scalability, and make it difficult to trust the results.

Mendelson Consulting and the Noobeh Cloud Services team help SMBs modernize their data foundations using Microsoft Fabric and Azure.

By deploying and supporting core business systems—such as QuickBooks Enterprise Desktop, Acctivate Inventory, Sage ERP, MISys Manufacturing, and others—within the Microsoft cloud ecosystem, we position application data for seamless ingestion into Fabric’s OneLake, enabling analytics, reporting, and AI workloads to work from a single, governed source of truth.

Modern data platforms like Fabric bring together data integration, engineering, warehousing, real-time analytics, and BI into a unified experience. This matters because growing businesses don’t just have more data; they have more types of data. Financial systems, inventory and manufacturing platforms, operational tools, and external data sources all need to be analyzed together to deliver meaningful insights and support AI models.

Even traditionally desktop-bound systems such as QuickBooks Enterprise can be extracted, structured, and integrated into a Fabric-backed data warehouse or lakehouse. Once centralized, this data can be enriched with operational and external data, exposed through Power BI, and used to power AI-driven insights, forecasting, and anomaly detection.

A successful analytics and AI strategy starts with the right data architecture.

Before businesses can leverage copilots, predictive models, or intelligent automation, they must first collect, organize, and govern their data at scale. Mendelson Consulting and Noobeh provide the expertise to build that foundation, helping businesses move from disconnected reporting to a future-ready, AI-enabled analytics platform.

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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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Software and the Business Lifecycle

Every year, roughly 4.5 million US small businesses are started. The fuel which drives the American economy, small businesses account for more than 99% of all businesses in the US. And job creation happens in small business, which means growth also happens here. Growth happens at every stage of a business if the business is moving forward. From just starting out to achieving large enterprise status, the lifecycle of a business carries with it a multitude of learning moments.

As businesses implement solutions to manage accounting and operational needs, there is often less consideration for the agility of the solution to meet changing and expanding business needs than there is for affordability and the immediacy of the implementation. Small business owners frequently adopt solutions because they fit the needs now, not understanding what may happen when the business outgrows the solution. Sometimes a product meets the functionality requirements quite nicely yet can’t handle the increasing volume. These are among the issues facing growing businesses and forcing stakeholders to make more buying decisions regarding the software supporting the operation.

Each stage of a business where functional or process requirements change drives to another software buying decision. This buying decision is most often met with angst, as considerations include not only cost, but data conversion vs re-loading, new process or system design and setup, user training, proofing the system (running parallel?) and a host of other issues, not the least of which is the business benefit to be derived.

If information is power, too many businesses are losing that power when they migrate from one software product to another.

Businesses often lose valuable historical information by leaving transactional and other detail data behind when they change from one business software system to another.  This should be an area of focus and key discussion point when any change to systems is considered.  After all, the insight and business intelligence gathered over the years was likely instrumental in helping the small business grow to become a successful big business and will continue to be important for years to come.

Maximizing a return on investment is crucial with any business expenditure, whether it is in people, processes or systems.

The selection of software to support the operation plays a most important role in finding that value return, as the software is what empowers the people, guides the processes and drives the systems’ foundation. Knowing the crucial positioning of the software selection in supporting business growth and recognizing that future changes may risk loss of valuable business intelligence, the importance of the initial selection becomes that much greater.

Mendelson Consulting will help you review your business and processes, building an understanding of what functionality needs to be supported and how the business intends to operate. For businesses looking to take the next step, we help identify where automation can improve efficiency and productivity. With that understanding, we help business owners and stakeholders navigate through the overwhelming landscape of solutions and approaches to find the right one for your business.

At every step and stage of business growth, Mendelson Consulting looks ahead to what’s next, helping our clients plan for the future.

While we don’t have a crystal ball, our experience coupled with industry and product knowledge allows us to make recommendations which minimize loss of valuable business intelligence while maximizing the ROI of the software which it informs.

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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.

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Data Are Just Data Until You Do Something With It

The business and economic environment isn’t easy. Competition is getting more aggressive, and customers demand more and different options while margins are shrinking, and the cost of operations just seems to go up. Business owners and their CFOs are recognizing the need to change the way they operate, and that they must innovate and adapt with new technology. A more modern approach to business captures data from every aspect of the operation to reveal information not otherwise available, and that information leads to better decision making and deeper insight. Data are just data until it can be transformed into information that matters.

It is possible to change the way critical business decisions are made and to radically improve how the business serves customers, empowers the workforce, and keeps mobile workers working. The key is in leveraging cloud platforms and technologies to enable the collection of data that comes from every business activity.

What if you could identify trends and patterns in sales and customer data, informing your marketing and sales strategies to make them more effective? How about monitoring key performance indicators (KPIs) related to revenues and expenses to improve financial management? Maybe you would like to analyze supply chain and inventory management metrics to find way to optimize those areas of operation.

From software and systems that facilitate field service and mobile work to logistics and supply chain management, business intelligence is developed when the data is available to be combined with other information and reported on in meaningful ways.

Business intelligence comes from all aspects of the business, not just accounting and finance. Particularly in a volatile economy where uncertainty weighs heavily on each and every business owner, it is essential that businesses make the best possible use of their information assets, including finding the best way to identify and capture opportunities which will propel the business forward.

Data is just data, but information is power. We can’t say that often enough.

It takes skill and experience to turn raw data into instant insight, and this is where Mendelson Consulting can help. With a wise and intelligent approach to “enabling” the businesses with tools to help streamline and improve process effectiveness, and structuring systems to capture and integrate data throughout the operation, Mendelson Consulting assists their clients in turning operational and accounting systems into solutions which deliver the data needed to produce actionable information supporting better decision-making.

Cloud platforms enable businesses to take advantage of enterprise technologies without the commitment and spend, and web-based services can solve file sharing and data collection challenges regardless of location. Products like Clearify’s QQube can even transform QuickBooks desktop data for data warehousing or advanced reporting with Microsoft Power BI and more.

Data are just data until you do something with it. Your business should be collecting, analyzing and using all the valuable information it produces.

jm bunny feetMake Sense?

J