Coleman Technologies Blog

Coleman Technologies Blog

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IT and Professional Services: A Strategic Relationship

Times have changed.

Today, the professional services industry is experiencing somewhat of a makeover. The effort-based expectations of the past are being replaced with outcome-driven expectations, leaving many professionals looking to technologies to help their businesses manage this shift in expectations. Typically, businesses begin their quest for efficiency by automating mundane portions of the business. This creates cost savings and promotes speed. The problem this model presents for professional services firms is that they don’t have many parts of their business that can be automated.

Since the front office and the back office of many professional services firms have some form of disconnect, and much of the work dictates that a person handles the intricacies of that work, automation isn’t really an option. That doesn’t mean there aren’t ways for professional services to utilize new technology to promote faster, more accurate, and more efficient operations. One way that professional services companies can improve is by making a digital transformation.

What Is a Digital Transformation?

The digital transformation refers to shift from analogue systems to digital ones. Over the past twenty years many analogue systems have been retired to make way for digital ones. This includes cloud-hosted solutions for time and resource management, productivity and collaboration, and even for the archival of information. The added efficiency a professional services firm can gain from committing to digital systems--especially in the processes listed above--is sure to quicken the pace of your business’ operations. Let’s take a look at the technologies some of the most utilized professional services companies are beginning to use. 

Medical Practices

Medical practices have been improving their IT under mandate for almost a decade. How has the digital improvement gone? A study from 2018 showed that 60 percent of practices that have upgraded their information systems have had a positive experience, while 23.5 percent had (what they’re calling) positive-to-mixed results. Only eight percent reported having a negative experience implementing technology. It took healthcare officials at every level working together to achieve digital transformations that help fuel electronic health records and other technologies used to help curtail cost redundancies and promote the delivery of comprehensive care.

Law Practices

There are a lot of lawyers that like to continue to do things the way they always have. After all, it is one of the oldest professions and there is a standard of decorum that many lawyers adhere to. In many ways the legal profession remains unchanged. That doesn’t mean that they aren’t using technology. The profession as a whole may not benefit from automation as much as other professionals, but it still does benefit through other solutions like document management, mobile management, and other digital systems often utilized with remote workforces. 

Most professional services firms are, like most other businesses, using information systems to improve operations and be the best firm that they can be. If you are working in the professional services market and would like to learn more about how your firm would go about making a digital transformation, call the professional service experts at Coleman Technologies today at (604) 513-9428.

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Considering How to Monitor Your Employees

Which seems a little ridiculous to me, if I’m being honest. Your staff is one of your biggest investments. On top of that, it is important to remember that, since your employees are human beings, pushing them to do more might actually result in them accomplishing less.

In my experience, the best way to help an employee accomplish their best is to track their performance and evaluate their next steps. Is this always foolproof? No - but as I said, in my experience, it is the best way.

Understanding Employees

Before we go any further, it is important that I make something clear: we are proceeding with the understanding and acceptance that your employees are like any others: flawed human beings, capable of a lot and likewise distracted by a lot. Either way, holding them to the same standards as we would some automated alternative is unfair, as I am sure you would agree.

However, and somewhat unfortunately, this often isn’t the impression that employees get from management. Some common complaints from employees are:

  • Their workplace lacks communication.
  • They have no job security.
  • They aren’t paid what they’re worth.
  • Credit isn’t given for their hard work.
  • Favoritism is alive and well in the workplace.
  • Management constantly has them under a microscope.
  • They have to deal with managers who are incompetent.
  • There’s just too much work to do.

Now, put in a list like this, these don’t look too great, and you may want to shrug them off and assume that they aren’t happening in your company… they almost certainly are.

Having said that, I want you to think back to when you once worked for someone else. How did you feel going in every day? Now look at that list again - some of those line items may have helped motivate you to go into business for yourself.

Let’s face it - entrepreneurship isn’t something that people are really “born to do”...it is a decision that people make, usually after paying their dues and working for other people and seeing ways that they would do things differently (or in their minds, better). Some staff members love working for certain people, and other staff members don’t, occasionally acting on it.

The point of all this: people are people, and as such, there is no single equation for dealing with employees well.

This means that, no matter what you do and what style of management you use, not all employees are going to be a good fit at your company. This means that, along the line, someone was going to feel displeased about their work situation.

Remember, while you should still be doing everything you can to make the work environment as amiable as possible for your employees, some just aren’t going to be a good fit, and may need to be addressed in other ways.

Is It Ethical to Monitor Your Employees? Or... Legal?

At the end of the day, it is important that you realize while payroll can be your greatest investment, it can also be your worst. This means that you need to keep track of how your employees are performing and spending their time in the office, which leads you to the prospect of actually tracking your employees in the workplace.

This opens up a few more questions, starting with the data you are actually collecting. What is it that you are trying to track? Should you keep it simple, monitoring attendance or the number of hours an employee actually spends in the office? Are there different performance indicators that you like to keep updated metrics concerning? Do you want to monitor keystrokes, making sure that they are working diligently throughout the day, or their browsing histories to make sure they aren’t putting your company in jeopardy by visiting sites they shouldn’t be?

This is where things can get a little murky as far as business ethics are concerned. How much do you really need to know, and how much will you collect as collateral data?

As it stands today, employee monitoring software is in high demand, the market growing as more businesses decide to protect themselves against theft by an employee. The consensus seems to be swaying toward the opinion that you can’t trust your employees not to take advantage of you, either by stealing data and other resources, or dishonestly reporting their time.

There is also a lot of license given to businesses in terms of what can legally be done to protect their own assets, especially where an employee’s privacy is concerned. Courts have ruled in some cases that a company can track an employee’s behavior after they have left the confines of the office. Consider the permissions that a user needs to agree to in order to access work-related files on a personal device. There is little to stop the employer from also going through private messages with that access.

So yes, it is currently legal to monitor your employees, which means the decision really falls to you and your conscience. Of course, this may change, or it could just as likely stay the same. Privacy is a contentious subject these days, with no clear indication of how things will turn out when (and if) it is ever settled.

Mindfully Monitoring Employees

One of the hallmarks of employee monitoring is the fact that the monitoring itself is kept about as hidden as the behaviors it is meant to catch. Whether you’re keeping an eye on your surveillance footage, web activity, internal correspondence, or keystrokes, the person being monitored traditionally would only find out if they were told… which isn’t something that companies have traditionally done, either.

I would urge you to actually break from tradition here.

Ethics aside for a moment, it just makes more practical sense to inform your users how their activity is to be monitored. Not only will this transparency help you build and maintain trust amongst your users, but it can also help keep issues from developing in the first place. Think about it - what happens when people realize there’s a patrol car on the highway? They immediately check the speedometer and correct their speed. Transparency has a great way of acting as a deterrent in that way.

You also want to consider the kind of metrics you’re actually collecting before you evaluate your employees based on them. Do the metrics line up with how the employee provides value to the business, and/or the actual value they deliver? Look at it this way - when you’re looking to buy an appliance, like a toaster, you won’t find out how well the toast is browned by measuring the length of the power supply cord. Metrics can be useful tools, but only where they practically apply.

Finally, don’t give up on your employees too quickly. If your monitoring picks up on one of your staff members having a tough time, try addressing the situation as your first option. Sudden downturns in employee productivity are usually caused by something, and that something might be fixable. This isn’t to say that you shouldn’t terminate an employee if you need to, just to consider alternatives before diving into the hiring process again and losing what may still be a valuable resource.

What are your feelings on employee monitoring, and using these kinds of solutions? Share your thoughts in the comments section, and check back in with our blog to learn more about optimizing and securing your business’ technology.

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Tip of the Week: Helpful Outlook Tips

Consolidate Your Email with the Clean Up Tool

Businesses will often use email to communicate between groups of people, which is a really useful practice for keeping people apprised and in-the-know of what’s going on. However, these messages can quickly become repetitive, incoherent messes--especially in chains made up of larger groups--as participants reply to them, duplicating the thread within itself. Outlook includes a utility known as the Clean Up tool to fix these problems in your email conversations, and even in entire email folders.

By finding the Clean Up icon in the ribbon at the top of your Outlook window, you can access a drop-down menu. This menu offers to Clean Up Conversation, Clean Up Folder, or Clean Up Folder & Subfolders. Once you’ve confirmed your choice, you can access Clean Up settings, which allow you more granular control over how the tool sorts through your existing conversations.

Schedule Out a Message with Future Delivery

Sometimes you’ll have an opportune moment to send an email, but it isn’t the right time for this email to be received. For instance, if you want to share something with your employees to keep in mind throughout the next day, it doesn’t make sense to distribute it at the end of the day before for it to be forgotten. Outlook allows you to use your opportunity to your full advantage with Future Delivery.

Once you’ve written an email, click on Options, and then Delay Delivery. This opens a Properties box for that specific message, including Delivery Options that include a checkbox labeled “Do not deliver before.” Selecting this option and specifying a time and date will prevent your recipient from receiving your message before that point. Once you’re satisfied, close the Properties box and send the message just like any other.

Taking Advantage of Shortcuts

Keyboard shortcuts are used to simplify access to commonly-used functions in many computer programs and applications, and Outlook is no exception. For instance, Outlook features shortcuts for a wide range of its functionality - covering the basics (like composing a new message by pressing Ctrl+Shift+M), organizational tools (like moving a message with Ctrl+Shift+V) or annotating your messages (like adding flags to important ones with Ctrl+Shift+G).

This is really just the start of Outlook’s capabilities to help your operations. Subscribe to our blog to find out whenever we post other tips or IT blogs.

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Software Patching in the Cloud

With so much computing now done in cloud environments, it is important to address how this approach can benefit security, but still need to be secured.

How Patches Benefit from the Cloud

It isn’t a secret that any kind of software, from applications to entire operating systems, can have holes in it. These security flaws and issues could easily leave a business vulnerable to attack if they aren’t resolved. This is why software developers will issue patches, which are just corrections to these mistakes, for users to install. By applying the patch, the user is protecting themselves from threats that would otherwise exploit that vulnerability - but just on the system where the patch is installed.

Now, consider how many computers some companies use, and all of the different software titles that would be found on each.

Can you imagine going to each one and applying an update, each time a patch was released? Furthermore, you have to consider that more and more devices are mobile nowadays. This means that there is no guarantee that every device is present when someone goes on their patch application marathon. Factors like these frequently lead to incomplete patch deployments, and as a result, holes in organizational security.

However, by utilizing the cloud as you manage your organization’s patches, the device no longer has to be present in order to receive the patch. Instead, the cloud can be used to push it out to all of your devices, so once they connect to the Internet, the patch will be implemented. This means you can keep your employees using the solutions you want them to use, assisting both your productive operations and your security.

How the Cloud Benefits from Patches

However, it is important to take note that all the cloud is, is a computer located somewhere else (often owned by someone else). As a result, it can also be vulnerable to flaws and issues of their own - which is why you need to be sure that your cloud provider is properly maintaining the cloud solution with its own patches. This is especially the case if you are using an internal cloud solution.

Coleman Technologies can help you keep up on your updates, whether they involve the cloud or not. Reach out to us at (604) 513-9428 to learn more about our services.

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Which Backup Strategy is Best?

Keeping Your Strategy Simple

One basic strategy to sorting out your data is to backup the files that you can’t feasibly replace otherwise. This simple, yet effective approach could easily save your business… but, why go through the effort of sorting through your data at all?

Seeing as your data is one of - if not the - most important resources that your business has, why not just back up all of it?

This endeavor becomes much easier with the Backup and Disaster Recovery appliance that we offer, as it can easily map out and replicate your data stores. Now, it must be said that not every business generates enough vital data to justify a large investment into a data backup. However, as we mentioned above, today’s threat landscape means that what data you do have needs to be protected.

Your Backup Options

There are several different varieties of data backup for you to consider, keeping in mind what it is you are backing up and when you need those backups to be ready. These backups include:

Full Backups

As you may have gathered, a full backup copies all of your data and configurations and saves them to a single platform, whether that be a NAS (network attached storage) device, a cloud backup, or tape (pro tip: don’t use tape backup).

This has the benefits of offering a comprehensive backup that you need, with quick restoration times for single files or folders. A full restore takes a much longer period of time to complete, and full backups are more expensive due to the greater need of storage space. Any backup strategy will typically start off with a full backup.

Incremental Backups

This kind of backup keeps track of any changes that are made to data, which allows it to be used for data that is continuously updated. The costs of an incremental backup are quite reasonable, making it a good choice (despite not being totally comprehensive) for a business that generates large amounts of data.

Differential Backups

Similarly to incremental backups, a differential backup keeps track of changes that are made between the times that a full backup is run, keeping their backups more up to date.

Mirror Backup

This kind of backup is best for redundancy, as it creates a mirror image of the system that is being backed up. While these backups are the fastest to restore, they also take up the most storage space.

Depending on your business’ particular needs, a backup can be run weekly, daily, or even as frequently as every 15 minutes.

Following the 3-2-1 Rule

The 3-2-1 Rule is a simple way to remember what you need to maintain if you want to keep your data protected enough. Here’s how it breaks down:

  • 3 copies of your data
  • 2 stored on different media types
  • 1 copy offsite

This strategy makes it so your data is both secure, and convenient to you.

To learn more about data backups and best practices concerning them, reach out to Coleman Technologies at (604) 513-9428.

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About Coleman Technologies

Coleman Technologies has been serving the British Columbia area since 1999, providing IT Support such as technical helpdesk support, computer support and consulting to small and medium-sized businesses. Our experience has allowed us to build and develop the infrastructure needed to keep our prices affordable and our clients up and running.

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