Tag: data warehouse

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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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Unlock KPIs and Improve Reporting with QuickBooks

It is surprising how many businesses still keep boxes of 3×5 ledger cards with customer and vendor information on them. More likely than the card box, the business may be storing its essential customer billing and vendor product information in the accounting system because that is the system they have.

These growing businesses need a better system to capture more information that delivers greater detail for accounting and reporting purposes. Just as likely, the business has other information it should and possibly could be capturing but isn’t sure about what steps to take next.

When details that inform a process are not part of an integrated system, it creates greater potential for lost or inaccurate data. The larger the volume, the more difficult and error-prone managing the information becomes.  

Business needs more detailed information about… everything.

Businesses may need to track time for payroll or jobs or both, job tracking may be a requirement, inventory tracking or more detailed inventory management may all be areas for greater attention. Mendelson Consulting can help develop these capabilities by making sure the business is using the right software, and then enabling the functionality needed to support the workflow and capture more and better data.

No data means no KPIs.

More and better data means more information to fuel KPI reporting. Key performance indicators can reflect operational performance in a variety of areas and may help identify where improvements are required.

Using data from the accounting and operational systems, businesses of all sizes measure their effectiveness using KPIs to evaluate the successes – or failures – of their processes and activities.

Mendelson Consulting’s team of QuickBooks Enterprise Experts and ERP consultants provide guidance, implementation and training, and report development to get beyond bookkeeping to proper processes that result in good accounting data. Mendelson’s cloud services team – Noobeh – sets it all up on Microsoft Azure, where data connectors, data warehouses and Microsoft Fabric weave it all together.

Whether just starting out or an enterprise or franchise expanding at a national or global level, we help businesses do more with their systems and software. We understand each stage of business and how to help our clients reach their next best level.

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J

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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.

jm bunny feetMake sense?

J

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Write it Once – The Value of Integration

It’s amazing how much time and energy continues to be spent on duplicate data entry and re-keying information generated by one system into another.  Human-based data entry is prone to errors, takes time, and carries with it the burdens of employee costs and resources.  It is a problem that businesses of all types have battled for years even though enabling solutions have been around for a while. 

Methods of integrating applications and data have existed for quite some time, and in recent years these methods have expanded to include a wide variety of platforms and more open standards-based approaches.  Even in the small business world, business owners using traditionally limited software products can enjoy sophisticated extensions and integration of their applications and business data.

To provide a simple example of the problem: when an individual writes a check, that check must be recorded for several purposes including the recording of the cost or expense as well as the reduction of funds in the bank account.  When a product is sold to a customer, inventory is relieved, sales are increased, accounts receivable or cash is increased, costs of goods sold are experienced, and customer activity is captured.  All of this information must be recorded, and the activity accounted for throughout the financial and operational systems and can represent a tremendous burden if not automated. This also means that data exists in a variety of places, increasing the challenges of information collecting and reporting.

 Cloud-based integration and infrastructure services such as Microsoft Fabric and Azure enable seamless collection, transformation, aggregation and storage of business data. Whether linking accounting with sales CRM or pushing financial and operational data to an Azure data warehouse for analytics, Noobeh helps provide the data engine and the infrastructure to put it all together.

A small business owner’s situation offers a direct illustration. He sells computer parts through an ecommerce website.  Orders from this website are emailed to his order operators, who then turn around and re-key the orders into their accounting system where the inventory is also tracked.  Because of the increasing number of sales orders and product purchase orders to enter on a regular basis, there were three operators working in the department responsible for making sure website orders make it into the accounting system. Orders were frequently missed or misplaced, entry errors caused problems in accounting and product delivery, customer satisfaction went down, and the cost of handling web orders was increasing.

By implementing a single software solution, the company was able to not just address the current problem, but was set up to seamlessly increase business without increasing headcount. The solution was a system which takes transaction data from the ecommerce system and imports it into the accounting/ERP system. This single step allowed the business to reduce and redirect personnel costs, improve accuracy and timeliness of data entry, and increase customer satisfaction as well as overall business performance.

In even a small company, one piece of information may be used in a variety of ways and in a variety of systems. This complexity is found in simple business models as well as larger and more complex enterprises, revealing the value of integration solutions and automation tools at every level of operation.

Mendelson Consulting and Noobeh cloud services recognize that every business needs the right information at the right time to operate effectively. Our expert teams help businesses implement the solutions which bring business data together, empowering workers to be more productive and giving stakeholders the decision-support tools they need.

jm bunny feetMake Sense?

J

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Cloud and Digital are Transforming Business

Businesses, whether small or large, must change how they operate. They need to find ways to leverage the technologies and influences shaping society. Transformation is essential for companies to face today’s rapidly changing environment and embrace the opportunities it provides. This means mapping out a strategy and prioritizing activities which will fundamentally shift the operation towards greater intelligence and agility.

Digital transformation is about changing how businesses operate at a foundational level. It involves transforming processes and capabilities. This is done to leverage digital technologies across all strata of the business. 

Change in business is an ongoing process and not a one-time activity.

Transformational change is enabled in large part by cloud technologies. Cloud computing solutions are in high demand. They allow businesses to scale easily and affordably. They also provide the mobility and remote access that workers require. 

More fundamentally, cloud computing services improve collaboration by users. They also enhance collaboration by applications. This improvement enables seamless integration of functionality and data from various sources.

Microsoft Azure platform provides infrastructure and services previously available only to larger businesses and enterprise IT departments. Noobeh, Mendelson’s cloud services team, uses Microsoft Azure to deliver SQL data warehouses for structured data. It provides data lakes for the storage of unstructured and different data types. The Azure Data Factory and Microsoft Fabric are used to transport, transform, and weave it all together.

Converged wired and wireless networks and smarter telephony solutions deliver location and usage data that were not previously available to most IT departments. Today’s imaging technology can easily reduce a picture to searchable and identifiable metadata. The introduction of IoT brings an even further integration of data from virtual and physical realms. This enhances potentials for intelligence. It also improves understanding and interaction.

Mendelson Consulting recognizes that true transformation is guided by the vision and objective but is supported through operational efforts.

The collection of data for inspection and analysis is the first requirement. Only through the proper establishment of processes and workflow is the required information developed.

Mendelson Consulting partners with businesses to define the scope and strategy for advancing into the digital future. They take fundamental steps to introduce greater agility in platforms and services. These platforms and services support an ever-changing business environment. They also ensure visibility, which drives greater business intelligence and operational insight.

jm bunny feetMake Sense?

J

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For Franchise Business, Platform Agility Helps Deliver Customer Value

In every corner of the franchise world, businesses are talking about growing value. Customers are pursuing lower prices and are spending less, and the competitive marketplace often pushes businesses into a race to the bottom. With pressures coming from all sides – rising labor and supply costs, inflation and the cost of capital, changes in consumer spending habits – franchise operations are looking for ways to differentiate themselves and delight customers while supporting profitability and growth.

Value is not simply a discounted price on an item. To the buyer, value is often found in the quality of the product or service, and fast friction-free transactions made without errors. New bundles of products and offering new add-ons may also improve the customer’s value perception. The introduction of online and mobile ordering and partnering with third-party delivery services is not only an enhancement to the customer experience but can open new revenue streams by reaching new customers and serving current customers better.

Understanding where changes might be made to not only improve value to the customer, but also to the business and stakeholders, is the challenge. Only through close monitoring of operational and financial data will businesses understand what adjustments are needed to achieve the desired results. Yet the complexities of data collection, integration and reporting often pose barriers to exposing the information needed to fully inform stakeholders.

Mendelson Consulting and Noobeh Cloud Services understand that many franchise organizations are faced with challenges in identifying, collecting, combining and reporting on their operational and financial data. Working with Microsoft Azure and having team members and partners experienced in working with a wide variety of financial and operational systems, Mendelson Consulting and Noobeh help businesses create the foundations for flexible, agile and massively scalable data collection, storage and analysis.

From standardizing accounting systems and processes to establishing data lakes and foundations for data analysis and reporting, Mendelson Consulting and Noobeh have the range of services and solutions and partners to help support new, established and fast-growing franchise operations. Its about delivering more value… to our clients and to theirs.

jm bunny feetMake Sense?

J