Tag: information technology

Posted on

Fix the Data, Then Let AI Scale It

For SMB’s Using Solutions like QuickBooks Online, Service Titan or Jobber, High-Quality Data Is Critical for AI

Many small and mid-sized businesses now run on a combination of operational and financial tools. A typical stack might be QuickBooks Online (QBO) for accounting plus Service Titan or Jobber for field operations. Noobeh helps these businesses centralize their data, making it available for analysis and AI.

What we increasingly find is that various AI vendors promise AI-powered forecasting, automation and insights, but AI does not create clarity on its own. When data across these systems is inconsistent or poorly structured, AI simply automates confusion. To get real value from AI, SMBs must first ensure their data is accurate, aligned, and trustworthy.

The Reality of Disconnected SMB Systems

For these small businesses, each system serves a different purpose. QuickBooks tracks financial transactions, revenue, and expenses, where Service Titan or Jobber manages the jobs, customers, technicians and billing. There may be problems lurking in these various systems, and it is often revealed when the data is centralized and made ready for reporting and AI-enabled analytics.

These problems arise when the same business concepts—customers, jobs, revenue, costs—are represented differently in each system. Common examples of this include jobs marked as complete in Service Titan or Jobber but not fully invoiced in QBO, or customers duplicated or named differently across platforms, or any situation where manual spreadsheet adjustments are needed to make the reports work.

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.

A Practical AI-Ready Data Path for SMBs

Before deploying AI features across QBO, Service Titan or Jobber, our consulting teams help our clients focus on making sure the data is ready by cleaning and standardizing QBO financial data and ensuring jobs, customers, and invoices align across systems. Our cloud services team leverages Azure platform services to create automation and eliminate manual spreadsheets and workarounds. Then we centralize the data in Microsoft Fabric, creating a single source of truth allowing reports to be validated prior to laying AI on top. This approach turns AI from a grand experiment into a dependable business tool.

Trust Is the Real Measure of AI Success

AI only delivers value when business owners, finance teams, and operators trust the outputs. That trust comes from seeing numbers that reconcile, reports that make sense, and predictions that align with reality. When this alignment occurs through high-quality data, AI forecasts become credible and insights are explainable. Decision-making improves consistently.

Fix the Data, Then Let AI Scale It

AI can help SMBs compete with much larger organizations—but only when it’s built on a strong data foundation. QuickBooks Online, Service Titan, Jobber, and Microsoft Fabric form a powerful stack, but their value depends on data quality and alignment.

For SMBs, the winning strategy is clear: fix the data first, then let AI scale what’s already working.

jm bunny feetMake Sense?

J

Posted on

AI FOMO and Your Business

“AI FOMO” (Fear of Missing Out) has become a major force behind business adoption of artificial intelligence.

Rather than pursuing AI with a clear strategy, too many organizations are investing because of competitive pressure, media buzz, and fear of falling behind. This reactive approach often leads to rushed, expensive, and poorly executed initiatives that fail to create real value—and can even spark internal friction.

Surveys show that a large share of IT leaders and executives—sometimes more than 60%—acknowledge that FOMO significantly influences their AI adoption decisions. This fear is fueled by rapid technological change, assumptions that competitors are gaining an advantage, and limited understanding of what AI can and cannot actually do.

Implementing AI without thoughtful planning or alignment to business needs often results in wasted investments in tools that don’t address real problems. Projects may stall in the early stages or fail to produce any measurable benefit or return on the investment.

Among the biggest challenges with AI centers on data and trust.

When a business puts speed of development above quality and security, it can lead to data errors, AI “hallucinations” and just plain wrong answers that diminish trust in AI systems. Workers may already feel threatened or undervalued, which creates anxiety and slows tech adoption, so care must be taken to not prematurely introduce AI that may further erode trust in the technology.

I’ve always understood that technology isn’t just a tool, it can be a strategic advantage helping businesses gain in ways not previously available. The key is to move away from fear-based adoption and toward a deliberate, value-driven approach.

Start with identifying the real business problem. With AI, figure out what problems you need the technology to solve for you rather than asking what AI can do. Just because AI can do something doesn’t mean you want it to do it for you, or that it will deliver any real value to your process or operation.

Change for the sake of change makes no sense, so it is essential to understand if there is actually a problem that AI may be able to solve and that the benefits of the solution outweigh the cost to develop and the risk potentially introduced. Start small and have pilot projects in low-risk but high-impact areas of the business where the organization can learn and refine before scaling.

Among the most important aspects of AI in business is the data the AI works with. This is where many businesses fail in their initial attempts with AI development, due largely to the fact that data is siloed or segregated and completely unclassified or categorized.

For AI development to deliver effective business benefit, high-quality, organized data and solid data infrastructure are essential.

AI systems learn directly from the data they are given. If the data is incomplete, inaccurate, inconsistent, or poorly managed, the AI’s performance will reflect those flaws. AI models are only as good as their data because AI systems—especially machine learning and generative AI—identify patterns and make predictions based on training data.

Poor-quality data results in biased, unreliable, or incorrect outputs. High-quality data supports accurate, trustworthy, and consistent results. If an AI is trained on inaccurate or inconsistent information, it will learn (and repeat) those errors.

Shift from a fear of missing out to a fear of missing the advantages of AI.

The focus should be on maximizing AI’s potential to create a competitive advantage, taking strategic risks that are aligned with the business goals. Replace fear-driven decision-making with thoughtful, goal-oriented planning and turn AI into a meaningful source of long-term value and differentiation rather than an anxiety-inducing trend to chase.

Noobeh cloud services works on the Microsoft Azure platform, creating data platforms and delivering services that fuel and support AI development. Let us create the dynamic data infrastructure your business needs to develop the intelligence to propel you forward.

jm bunny feetMake Sense?

J

Posted on

Timing is Everything: Security, AI and the Tech Stack in Restaurants

Running a restaurant or chain of restaurants is no easy task. Margins are often razor thin while customer demands continue to expand. Food service, like so many other industries, is struggling to bear the weight of change as labor shortages, rising costs, increasing cybersecurity risk, and demands for an improved customer experience push the industry to do more efficient and effective business. To keep up, businesses must learn more about what’s really going on in the operation, and to turn that insight into action. Timing is everything, and now is the right time to look at technology and platforms which will deliver greater insight and intelligence.

Whether it is leveraging commercial solutions available from partners or through building the tech stack by DIY, businesses in the restaurant industry are looking for innovative solutions to drive more profitability as well as increasing revenues leveraging resources they’re already paying for. AI is playing a big role in this evolution and businesses of all sizes, from the single-location entrepreneur to the multi-location franchise, are taking steps to incorporate it into the operation. Yet AI is all but useless if it doesn’t have the data to analyze.

An example of a transformational solution for the restaurant industry might be Curbit’s products, which include digital infrastructure and real-time AI capabilities that enable the software to analyze the data around service, real-time order progress, kitchen performance and guess sentiment. Microsoft’s Azure and Azure AI platform is key to Curbit’s innovation and development, enabling them to give the information which powers timely decision-making rather than offering only after-the-fact reports or outdated dashboard data.

In the category of maximizing the resources you’re already paying for, look at new services available through DoorDash, where lunch special and happy hour promotional offerings help businesses drive demand in off-peak times. Designed to increase revenues and drive greater sustainability, the service also reflects how restaurants are increasingly faced with the need to leverage online tools and mobile ordering to replace the reduction in foot traffic at brick and mortar location.

On the other side of that coin is information security and privacy and how businesses deal with the realities of cybersecurity threats and the need for greater levels of protection. Collecting more data for analysis means there is an increased risk of exposing private data if not adequately protected.

Considering high profile incidents like what happened with Panera, adequate cybersecurity protections must be part of the essential infrastructure that supports the operation. What was initially described as a systemwide technical outage at Panera was ultimately found to have been a cybersecurity breach exposing some employee personal data and the basis for a class action lawsuit filed by Panera employees.  

Whether it belongs to employees or customers or others, personal and private data must be protected. The cost of protecting the data is likely lower than the cost of dealing with a data breach and the potential resultant backlash, which is another part of the equation which must be considered.

Mendelson Consulting and Noobeh cloud services recognize how businesses need to modernize their systems, developing greater intelligence and resilience in the operation. We also recognize the importance of redundancy and agility in systems, and how quality managed cybersecurity solutions and services help guard against attack.

From ERP and specialized business solutions to platform, hosting and managed service, Mendelson Consulting and Noobeh cloud services can help your business meet the demands of doing business now and in the future.

jm bunny feetMake Sense?

J

Posted on

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

Posted on

Help Your Business Streamline Operations and Bolster Agility

The landscape of information management is swiftly evolving, demanding that businesses prioritize enhanced efficiency and innovation within their IT infrastructure to attain peak performance and profitability. Cloud platforms emerge as indispensable allies in this pursuit, empowering businesses to streamline operations and bolster agility across various workflows, from finance to customer service and beyond.

In today’s technology-driven business environment, a modernized IT framework is imperative. While web-based applications and cloud-based software are often seen as panaceas, they frequently fall short of expectations, leaving businesses entangled in a web of inadequate solutions. The crux lies not just in software, but in establishing a robust IT foundation that seamlessly integrates applications and processes, enabling efficient data flow without the risk of errors or loss.

Cloud platforms not only facilitate seamless collaboration and remote access but also provide centralized data access, enhancing workflow efficiency and inclusivity (no more data silos!). Furthermore, the integration of connectivity solutions ensures smooth data flow throughout the system, minimizing errors and maximizing accuracy.

As businesses increasingly rely on interconnected data ecosystems, there arises a demand for professionals who are adept at navigating and optimizing these connections. Traditionally the realm of IT specialists, this responsibility is now shifting towards accounting and finance teams, reflecting the profound financial implications of every business operation.

Noobeh cloud services and Mendelson Consulting teams work with accountants, CFOs and operations professionals who wish to transform business activities into digital workflows and dynamic sources of intelligence and insight.

Using platforms such as Microsoft Azure, PowerBI and more, plus leveraging solutions such as Clearify’s QQube for QuickBooks, Noobeh helps growing businesses implement the platforms and services that support greater efficiency now, and which have the agility to adjust and adapt to changing conditions, ensuring future support and service.

Gone are the days when accounting and finance were mere repositories of historical data; today, they serve as frontline guardians of business viability. Microsoft Azure cloud platform and services from Noobeh, your business applications, and direct data integrations furnish businesses with real-time insights, transcending conventional silos of historical data and illuminating the intricacies of business performance.

jm bunny feetMake Sense?

J

Posted on

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