Business Data Storage in the Cloud – Accountex Report

The term “cloud” has been applied to all sorts of online or Internet-based application models, and there are a great many approaches to developing cloud-based services and solutions. What this translates to is a volume of options and possibilities for information storage, management, and access in the cloud.Understanding where information is stored, how it may be accessed, and how it might be transmitted to others becomes essential knowledge that business owners should have when they engage with any information technology (IT) solution or service. Yet the plethora of “simple, affordable, and instantly gratifying” services currently available on the web all but ensure that businesses will engage with one or more solutions that provide them with little or no information (much less control) over the placement and management of their data.

Source: Business Data Storage in the Cloud – Accountex Report

Read more about Compliance in the Cloud, and making sure your data doesn’t get lost or compromised, even when you use a hosting company…

MSP, IT, Telecom, Channel: Convergence and the Cloud

Small and growing businesses have always relied upon various service providers and vendors to deliver the solutions required which support the business operation. Often viewed as the critical infrastructure of the business, phone and computer systems are among the first acquisitions a new business makes.  Phones and voice service, wired and wireless networks and all forms of communications infrastructure are part of IT and represent a large portion of the business information systems.

Small businesses used to have a phone guy they could call for phone stuff. The phone guy was a person or company who got phone lines installed, ran cabling for phones, installed phone systems and set up voicemail. The phone guy could help get cheaper long distance calling rates and train users on how to use the paging system and transfer calls.  The phone guy interacted mostly with the office manager or receptionist – the person in the office most likely to be “in charge” of the phone system, influencing these purchasing decisions greatly.

The computer guy, on the other hand, made sure the workstations and server were working, defragged hard drives, installed software and set up printers. The computer guy was the person or company that sold and supported the IT in the business, and often consulted with the business owner or line manager when it came to addressing information system requirements.

Telephony and networking is now clearly in the realm of IT, which changes how services are selected and purchasing is influenced. Computing and communications infrastructure, networking and mobile is all part of business IT. The separation of services – voice versus data – is gone.  The phone vendors and the IT suppliers are now the same company, providing the critical infrastructure, the platforms and the application services that businesses are buying. These service providers understand that the foundations for delivering voice and data services are the same; the skills of their techs and the tools they use have converged to the point where there is little separation of duties.

Cloud services and outsourced solution providers offering hosted PBX and virtual applications infrastructure have revealed to business owners that there is often little difference in what the phone guy and the computer guy can provide. Business owners want converged solutions: voice and data when and where they need it to support business operations. Just a little research reveals that these anytime/anywhere models are widely available and that the cloud is the key.

IT services are critical to the business, but the server doesn’t have to be under the front desk or in a back closet in order to function.  There is simply too much evidence in the market for these business owners to ignore;  shooting the server is now a viable option.

Every day more business owners are being inspired to [shoot their servers] seek out the services that will allow them to continue to benefit from innovations in technology while relieving them of the direct responsibilities of equipment purchasing, implementation, administration and lifecycle management.

Cloud services deliver this capability, and channel partners and Value Added Resellers should recognize their opportunity to get inspired as well, and to start offering cloud-based and hosted services to their customers and capture the “buying decision” opportunity that has [been] created.

Ready. Aim. Fire.

Source: Go Ahead and Shoot the Server: End of Microsoft Small Business Server Inspires Cloud Adoption with Small Businesses « Cooper Mann Consulting

Recognition of the convergence of voice and data services and channels hasn’t really hit home for a lot of resellers and channel partners, and this has rightfully positioned providers on both sides of the equation as viewing the others as direct competitors.  The phone guy thinks he is his customer’s “trusted advisor”, and that the loyal customer will certainly come to him if there is ever a need.  As well does the computer guy believe that he is the trusted advisor, having the ear of the business owner and wielding enough influence to ensure a continued revenue-earning relationship.

In truth, both the phone guy and the computer guy probably have earned their business customer’s trust and were the go-to people when there was a new business need. The problem is that the customer may no longer call one or the other of their “go-to” guys because the forward-thinking guys are offering one-stop service that delivers everything the business needs.  The lines between phone and computer stuff are not so clearly drawn any longer; it is all cloud IT and full service providers are winning the customer business.

Channel resellers, agents and MSPs are all telling their SMB/SME customers the same things, and at a base level they’re selling the same things, too.  Everyone is talking about lower up front investments and improved business productivity… and what they’re all selling is cloud and virtual. “Businesses need cloud in order to compete; move CapX to OpX; mobile is the new office” and “remote workers and devices need a secure quality network”.

Whether it relates to telephone systems with voicemail, automated attendants and a little intelligent voice response thrown in, or if the deal is for servers and workstations, software and network cabling, it is all business information technology and the trusted advisor is the guy who can provide it all. Convergence has clearly arrived.

Make Sense?

J

Cloud and Digital are Driving Change in Professional Practice

Accounting and Finance Professionals: Cloud and Digital are Driving Change in Professional Practice

Accountants and financial consultants working in public practice are experiencing a revolutionary change, evolving from documents and paper-based processes with after-the-fact reporting to real-time business management and providing services which support daily decision-making.  The underlying cause for this evolution in business accounting is the technology: cloud and collaborative computing models are enabling much closer and regular interaction between accounting professionals and the businesses they serve. Even more, technology is taking its proper place in automating once tedious activities, allowing professionals to focus on causes and results rather than on transactions.

What is the real impact this is having on the accounting profession?  It’s forcing a new focus and attention on change management within the practice, and is causing professionals to recognize the requirement for standardization of processes and development of controls which are the foundations for creating sustainability in a business.  The goal now is placing reliance on process rather than people, which establishes the basis for intelligent automation.  Standardization of processes does not require that the firm lose its personality.  Rather, the mission at hand is to imbue the organization with its unique flavor and approach and to use process automation to develop and support consistency in the functions performed.

While cloud computing models allow accounting and finance professionals to work closer with their business clients, it is important that the practice look at those client interactions and develop standards for processes supporting frequently performed functions.  These operations generally represent the activities within the firm which generate the highest levels of profitability due to the consistency in approach and repetition of tasks, and are the activities to apply intelligent automation to first.  Those activities or engagements which represent the “one-offs” are often the most costly for the firm to perform, and therefore may not be the most profitable of activities and are certainly the most challenging to support with any significant level of automation.  It is in this area where AI will find useful value in the practice, where a more informed answer than simple process automation is required.

The surprising finding when looking at many professional practices with more than one partner/professional involved is that these firms often fail to develop even the most basic of standard processes which apply throughout the firm.  Rather, each partner or professional has “their way” of handling things, which challenges the supporting personnel as they try to deal with multiple working methods. The result is a lack of consistency in the service delivery to the clientele and reduced productivity and profitability for the firm.

The thing that these firms are failing to recognize – the light bulb over their heads that just isn’t lighting up – is that cloud computing and collaborative working models aren’t designed just to enable and facilitate a closer working relationship with clients.  They’re also able to be applied inside the professional practice, enabling a more productive and efficient workflow which addresses the strengths and capabilities of the entire organization. And it doesn’t stop there.  Businesses are relying upon their accounting professionals to provide guidance and develop controls and standards to support the client transformation from paper-based to digital operations, and embracing the entire realm of data and interactions associating with the business. Digital transformation in a client business demands transformation in those firms who serve it.

As professionals learn to go deeper in client operations they would do well to look internally, too, exploring how increased attention to process automation and consideration for the firm’s own “digital transformation” might lead to great profitability through market differentiation and improved performance.

Make Sense?

J

Centralize and Secure Business Applications and Data

laptop drawingThe portable computer is an essential business tool for day’s mobile workforce, having the power and portability to meet the demands of executives and professionals working away from the office.  While executives and mobile professionals get the applications and data they need to keep productivity high, carrying business data on devices outside the network introduces significant business risk.

There are studies which estimate that as much as 80% of the data a small business owns (data like customer files, contracts, product information and financial data) is copied to or stored on portable computers.  When valuable business data is lost or stolen, the business can be exposed to a variety of problems – loss of revenue being just one. Losing track of business data can create legal issues, too. Customer privacy may be compromised, sensitive information could be exposed, or confidential plans might be made public if a business doesn’t take the right steps to secure its data.

It isn’t just the possibility of loss or theft which increases risk when data is copied to portable computers – the increased vulnerability of the information sits with the likelihood that the user will access unsecured networks, launch non-corporate applications, access private email accounts and perform other non-business related tasks with the computer because they have more access than with a fully secured corporate in-office desktop.  User behavior is often what puts corporate data and assets at risk, regardless of the policies that might define correct and acceptable procedures. It is very easy for workers to unknowingly lose and leak data, and when the data is present on the portable computer it gets even easier.

A 2014 study commissioned by Cisco Systems found that employees around the world continue to engage in “risky” behaviors that put business and personal information at risk:

  • The majority (70%) of surveyed IT pros believe that as many as half of their data loss incidents are due to authorized program installations
  • 44% of employees share work devices with others without supervision
  • 39% of IT professionals have dealt with employees trying to access unauthorized parts of the company’s network
  • Almost half of the employees admitted to copying data between work and personal computers when working from home
  • 18% (up to 25% in some regions) of employees shared passwords with their co-workers

Companies must not only protect their data for their financial well-being, but must recognize their legal obligation to protect much of the information, as well.  The risk extends beyond the walls of the enterprise, to vendors and customers and consumers whose information may be stored in the company data. Additionally, portable computers exposed to malware and virus attacks are likely to pass the bad code to other systems they come in contact with, introducing not just risk for the recipient but liability for the infected laptop owner.

Where mobile computing brings huge advantages to today’s business, owners would do well to consider the benefits of enabling mobility through the use of server-based and hosted computing models. Rather than installing software and copying data to PCs and mobile devices, workers should be able to access a central system where the applications actually run. IT management is more efficient and security is easier to enforce when applications and resources are contained exclusively within the corporate boundary, even if they are accessible from without.

Virtual desktop and remote application solutions offer features that address a variety of potential risk factors as well as enabling improved management and security of IT assets.  Centralizing and securing applications and data resources at the server allows businesses to deliver the mobility and functionality users need while enabling the information security and management the business demands. This is a foundation upon which remote desktop and remote application technologies were built, allowing users to have the real-time access to applications and data with full functionality and desktop modality, but without the requirement to install, manage and secure applications and data on the individual devices.

Make Sense?

J

Remote applications, virtual desktops and hosted QuickBooks

Cloud computing and SaaS applications are all the rage, and businesses are finding tremendous benefits with the mobility and managed service these models provide.  On the other hand, there also continues to be huge reliance on the desktop computer and the software running on it. From basic productivity tools to more advanced business solutions, desktop-based software and locally installed applications remain in favor for the vast majority of businesses around the country.  Adoption of web-based solutions is certainly increasing, but the need for tried-and-true business applications that were traditionally installed and managed directly on the PC or local network doesn’t seem to be going away. At least part of the reason for this is the functionality and performance these applications deliver.  Another factor is that hosting and remote access solutions have matured to the point where hosting applications is just as “mainstream” (and often more useful to the business) as using a SaaS solution. Managed application hosting models have made solutions like Microsoft Office and QuickBooks desktop editions available anytime, anywhere and using just about any device. I call hosting the best “tweener” solution available, because users can have the functionality they need and still get fully managed, on-demand service.

Back when a few businesses started operating as Application Service Providers (ASPs), there were a limited number of realistic approaches available for building the platform to deliver desktop applications.  Many application hosting offerings grew somewhat like a fungus from the internal Citrix Metaframe and terminal service set ups performed by IT service companies.   A lot of these companies didn’t start out to provide application hosting services; they simply found it to be more efficient and profitable than trying to manage all that hardware and software at the client site.

Over the years, a variety of solutions have been introduced to ease the burdens of implementation and management of desktop applications on centralized platforms, but most of them were designed more for enterprise deployment rather than as the basis for a generalized service offering.  Microsoft’s Remote App and Remote Desktop services, Microsoft and Citrix and Dell (Quest) app virtualization/management/publishing, even streaming and “containerized” applications… there are quite a few options out there and, in some circumstances, they can work pretty well.   What has kept them from working out REALLY well, however, is the cost and complexity of deploying these solutions.  From printing problems to user device support to simply allowing a user to gracefully reset their connection when it gets stuck…  application and desktop delivery platforms can be very difficult to set up and manage.

My team works with a number of solutions which address these aspects of application and desktop delivery, bringing the functionality to a level where small businesses and their IT service providers can easily set up secure remote access and hosting environments that actually work.  This includes addressing the printing facilities, user management, app and desktop publishing, workspaces administration, and connection management that makes a remote desktop or app deployment useful. For IT folks, the fact that no special firewall configurations are required and that a static IP address is not needed means that our solution for on-prem can work where many VPNs and web portals can’t.

Remote Desktop services (Terminal services) is the most widely recognized approach for creating “virtual” desktop or hosted application services.  It solves many of the problems involved in centralizing the management and administration of computing resources and applications for broad bases of users, and it’s pretty much the only game in town when it comes to putting traditional desktop applications online (or putting the desktop online).  This approach, which is essentially packing all of the computing requirement into a centralized infrastructure, is the most effective method of addressing the total business requirement (e.g., hosting all the business applications with associated data, administering user security and access, and managing the entire system) at any significant scale.  Each of these methods of providing managed applications require that the entire realm of solutions – the main applications, all integrations, drivers for devices to be supported, and all associated data – exist on the service provider servers and under the service provider’s control.

Our services deliver a simple and straightforward set up so you begin using the platform right away; seamless and affordable.

Joanie Mann Bunny FeetMake Sense?

J

Improving the Business of Art: Making Beautiful Business Decisions

There is a lot more to managing and maintaining an art collection than simply collecting.  In the art business, knowing where something came from, how it got to where it is now (and what it cost to get there), and keeping track of it thereafter requires software and systems to store and manage the information.  A professional art collection management solution will do much more than simply keep an inventory list of items.  This solution must store all the relevant information about the work as well as gather information while facilitating the various business processes relating to activities around the work. The first step to improvement is ensuring all the processes are being facilitated.

Acquiring the item, transporting the item, preparing the item, showing the item, maintaining the item, selling the item… all of these business activities performed must not just be accounted for, they must relate back to the work of art and become part of its historical record. Art tends to move around. Traveling from collector to collector or to different galleries, works of art may change location and ownership or custodial care frequently.  The origin of a work and the tracked purchase history, as well as the history of placements is among the critical information to be stored with each item. This most valuable data is part of the legacy of the work that any professional system should address. If information is power, then better retention and management of information regarding a work makes the entire collection stronger.

The location or exhibition of a work, its purchase history, the related museum and contact records – all this and more must be maintained and managed with each and every item in a collection.  Essential data such as provenance, condition and value is certainly kept for each work, but the key to making a truly useful system for collectors and artists both is the ability to get all the needed data in a single view or report.

Having the inventory information available for invoicing and reporting is one thing, but also being able to connect or identify individual works and collections with relevant contacts is surprisingly valuable. Tracking other information items like costs associated with shipping or framing, or storing both an appraised value as well as an insured value, provides for a comprehensive record of the work and its properties and makes forms and documents preparation not only more accurate but more efficient and useful, too.

Art businesses are like many other “product”-based businesses in that they have e-commerce needs, they build websites to show off their catalogue, they use mobile applications to display items, and they find much higher efficiency and agility when the websites and mobile applications work with the same real-time inventory data that the rest of the system works with.  The goal is to achieve measurable results through improved efficiencies, and that comes from improved information management and integrated systems.  Centralized computing models and connected cloud services establish the foundation.

Cloud hosting, remote access and mobile technologies, and location-based solutions are all part of the package for businesses involved in the business of art these days.  Implementing a hosting solution which enable anytime/anywhere access to business applications and information is often the first key to unlocking the better and more efficient art business.

Whether it is collecting, selling or showing, users involved in the business of art need secure access to all their information whether they’re in the office or not so they have the data needed to support making beautifully intelligent business decisions when it matters most. The rest is just pretty pictures.

Make Sense?

J