Category Archives: SMB Technology

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Bring Information Technology Spending in Line with Business Objectives

We’re headed for 2025, and it’s time to consider technology spending for the next year. How will you know the best allocation of your technology dollars? Read on to learn about how to align your tech budget with your business goals.

 

Getting Started with IT Budget Alignment

A LinkedIn article presents steps to follow in planning your IT budget. A good first step is understanding your overall business goals. What do you want to accomplish in the next year, and beyond? Broad goal categories include upgrading existing systems, reallocating spending to more critical areas, and investing in new technology. How will you use trends in technology–automation using artificial intelligence, for instance–to improve processes? Your company’s goals will be unique to you, and need to be prioritized according to what’s most vital.

 

Artificial intelligence offers great potential for increasing efficiency for your company. On the customer service front, it can automate processes like virtual chat, allowing conversational AI to handle routine questions and free up representatives for more complex tasks. Data analysis is streamlined and can efficiently provide insights. Network monitoring is improved, with automation allowing constant scans and identifying possible problems. Email messages are sorted, hence removing spam and forwarding the most important messages to the proper recipients. 

Assessing Your Current IT Spending

 

What is the state of your current technological ecosystem? Are you overspending on areas you don’t need to, and underspending in more important areas? What does each element of your technology contribute to business objectives? For example, you might need to move some systems and data to the cloud for greater flexibility and reduced costs. Do legacy systems you maintain still add value relative to what you spend? Answering these and other questions gives you a clear picture on where you need to focus technology dollars. 

 

The Role of Cybersecurity in Your Technology Budget

 

According to a LinkedIn article analyzing Forrester’s cybersecurity spending benchmarks, the average percentage of cybersecurity spending is only 5.7% of annual IT spend. Rather than being just a part of the IT department, spending on cybersecurity should be a decision made by the business as a whole. Ideally, spending on cybersecurity will be with a view toward proactive rather than reactive defense. Categories of spending include:

 

  • Processes like audits and cybersecurity measures
  • Technological tools including software purchases and network monitoring, and some outsourcing to third parties for businesses without an in-house IT team
  • Employee cybersecurity training

 

Once you have a clear picture of what you want to change, prioritize according to business objectives, such as improving customer experience, enhancing operational efficiency, or even driving innovation. Perhaps you want to increase efficiency in operations, which could involve using AI for automation of certain processes. 

 

Next Steps to Take

Communicate with Stakeholders

After setting priorities, communicate with and engage your stakeholders. They likely will have valuable input that you may not have thought of. Department heads, executives and end users inside and outside the business can tell you if any current initiatives are not meeting needs.  End users can tell you how technology you’ve adopted makes their job easier and improves experience. Department heads and executives can inform you about what is working and what isn’t. Keeping lines of communication open lets everyone know you value input and will use this input to align the tech budget with their needs.

 

Tracking and Fine-Tuning Your Progress

 

To keep track of your progress in alignment of IT spend, establishing KPIs (key performance indicators) as benchmarks for how IT projects contribute to broad goals will help make these goals measurable. Examples of KPIs include how much a certain IT initiative contributes to growth in revenue or promotes greater operational efficiency. How might adopting AI help automate tasks translate to how many minutes are saved through automation

 

Alignment doesn’t end when an IT budget is drawn up. Rather, it’s a continuous reassessment–obtaining feedback, analyzing it, and acting on it. Having a plan and being able to follow it will help you navigate changes in business priorities, market conditions or technology advancements. Then you can be agile and change spending priorities to drive your business where you want it to go.

 

Any new technology adopted should aid your business strategy and goals. For further guidance, contact your trusted technology advisor today.

Technology Trends for 2025 Provide New Possibilities and Require Consideration

Gartner has released a tech trends report for 2025, and automation (especially through artificial intelligence) is a keystone. While technology has great potential for companies, depending on goals, it also carries challenges. Such challenges include costs in time, money and effort; legal and ethical considerations and guardrails for use; and adaptation of the workforce to changes. Read on to learn more about upcoming trends and why they matter for your business.

 

The Role of Artificial Intelligence

 

Artificial intelligence has been enabling automation and enhancing creativity for several years, and is a powerful tool. It has potential for numerous industries and every sort of business within those industries. One trend, agentic AI, can help you with automation of processes, which may save costs and time, augmenting or even taking over human tasks when appropriate. Nevertheless, guardrails are needed to ensure that the virtual agents operate according to parameters set up by humans. Not only that, you will need to assess how to harness AI to help meet your business goals, and make sure that its use is in accordance with your goals.

 

Platforms for AI governance will be another trend in technology. These platforms can help companies create and enforce policies for responsible use as well as show users how the AI systems work. For example, how do the systems remain free from harmful bias? And how to avoid disinformation? And what about those “deep fakes” we keep hearing about? You can bet that if you are using AI, so are malicious actors. They can combine pictures and audio to make it seem as though a customer is saying something negative about your brand. Disinformation security is another emerging technology trend that will help assess risk and prevent harmful narratives about your company.

 

Other Trends Making Using of Artificial Intelligence

 

A few other trends make use of artificial intelligence. Ambient invisible intelligence can provide a subtle and seamless customer experience, by the integration of technology into the environment. A business benefit is knowing more about the customer’s purchasing journey and user experience, yet customers might feel surveilled. Consent policies need to be created, so that users can choose what they share, and transparency will be needed.

 

Hybrid computing is set to become more popular, and will provide different mechanisms for computing, storage and networking. While hybrid computing can help artificial intelligence perform beyond present boundaries, it poses challenges. Security risks are created by autonomous models, and the cost of such experimental technology is high. Once again, it is up to you to determine whether this and other trends will align with your business goals and benefit your company and its stakeholders. Setting up guardrails for use of these technologies will require thought, time and effort.

 

While technology moves forward, you will need to evaluate the trends coming up in the next few years, and how you will harness technological innovation while navigating its challenges. For further guidance, contact your trusted technology advisor today.

Assess Spending with a Telecommunications Audit

Communications and collaboration are vital to your company’s operations and success. But how do you know if your spending is effectively allocated? Read on to learn about the role of a telecommunications expense audit in shaping up your telco budget

 

Telecommunications and Why it Matters

 

In short, telecommunications means the exchange of information across long distances–via phone, email and videoconferencing. It incorporates the use of various devices–cell and landline phones, internet and email, for instance. With remote work being an established practice, your workers need to be able to communicate and collaborate, and help keep your operations humming.

 

Evaluate Your Telecommunications Expense

 

How do you know that you’re spending wisely on telecommunications? With the complexity of telecommunications (many companies have multiple carriers), money may be slipping through the cracks without your awareness. This is where a telco audit comes in. The audit is a process that surveys an organization’s telecom expenses, identifying areas of overspending or poor allocation. Expenses include local and long-distance telephone bills, wireless services, and Internet services–how do you know the charges are accurate? It may be time to bring in a qualified telco auditor with the needed expertise.

 

How a Telecom Expense Audit Can Help Your Company

 

A telecom audit can show where your company might be needlessly spending money. For example, with multiple carriers, different invoicing systems are involved, and your company might be incurring late fees. Small miscalculations can cause errors, including overbilling. An audit can uncover which services you might no longer need, via a close examination of invoices and payment records. Better understanding of your telco expenses leads to the creation of a proper budget, which helps your company’s bottom line. An audit can even help uncover anomalies that might indicate fraud. What’s more, the auditor can even contact carriers on your behalf, so you don’t have to spend time doing so.

 

Considerations for Hiring a Telecommunications Audit Provider

 

An ideal telecommunications audit company will take the work of examining telco spending off your IT department’s to-do list. The auditor should have a track record of expertise in analyzing telecommunications spending patterns so they know what to look for and how to interpret invoices and billing records. Free audit reviews and free quotes are indicators of a reliable company, and a good auditor will provide a portal for your company to track the audit’s progress and to access reports.

 

Your company’s telecommunication system is vital, and so is your bottom line. To find out more about an audit of your system, contact your trusted technology advisor today.

Become Aware and Prepared During Cybersecurity Awareness Month

There’s never a bad time to examine your company’s cybersecurity posture, and even improve your strategy. Threats abound, including security incidents resulting from weak passwords, phishing attacks, and the lack of strong authentication. Read on to learn how you can assess and improve your preparedness for security incidents–it’s not if, but when.

 

Preparedness Starts with Awareness 

October is Cybersecurity Awareness Month. Starting in 2024 the Cybersecurity and Infrastructure Security Agency’s (CISA) theme is “Secure Your World.” Cybersecurity Awareness month is a time for understanding the threats that face all businesses, and perhaps especially small to medium-sized companies. The good news is, you can learn more about what threats affect your network, applications and data, and how to protect your business.

 

Protect Your Business from Common Threats 

 

Common threats include phishing as well as the ransome ware that can infect your network and steal your data. If your data isn’t stolen, it can be encrypted away from you via a ransomware attack. Security incidents can occur as a result of weak authentication of account access (weak passwords and lack of multi-factor authentication). Mishandled operating system updates can lead to not having the latest security updates and bug fixes. 

 

Phishing threats are growing in frequency and sophistication, and can come in through emails designed to trick recipients into giving up security credentials, which can then be used to gain access to a company’s network and data. Phishing attempts, along with variants like “smishing” (attacks via text messaging) and “vishing” (attacks by phone and voicemail) rely on fear and a sense of urgency to trick the recipient into action. Such attacks may include malicious links. Knowing how to recognize and deal with a possible phishing attack includes knowing how to report the email before deleting it, and knowing not to click links. If in doubt about the sender’s address, the recipient can point their mouse arrow at the URL to determine if the address is legitimate. 

 

Weak authentication can also put your company’s network at risk. Security incidents can occur when a password is guessed and the attacker penetrates the network. Examining your company’s password best practices and making sure workers know the practices, can help defend against intrusion. By creating strong passwords (e.g. twelve characters, with a variety of numbers, letters and special characters) individual workers can protect the company’s network. A password management system can help generate and store passwords, and only the password to that system needs to be remembered.

 

Multi-factor authentication (MFA) adds an extra layer of protection. To verify identity, a one-time code or even biometric like fingerprint recognition can determine that the request to access your network is legitimate. Even if a bad actor guesses and uses a password, they can’t access the network. 

 

Keep Current on Operating System Updates

 

On the company level, updating operating systems and applications can help protect your network and data. Operating system updates often include bug fixes and updated security features. Managed updates keeps them happening on schedule and compatible with your network environment. 

 

With its “secure your world” theme, CISA’s cybersecurity awareness campaign can be a template for your company’s efforts to prepare for possible attack. For further assistance, contact your trusted technology advisor today.

Protecting Your Business from an Evolving Threat Landscape

Whether man-made or natural, threats to the security of your company’s network are on the rise. Not only do effects of climate change (such as wildfires and floods) pose threats to businesses, but cyberattacks including ransomware via phishing emails, jeopardize your network and data. Read on to learn more about threats and how to overcome them.

 

Common Risks For Businesses

 

Risk management professionals have their hands full! Natural disasters like floods or wildfires can damage, even destroy, security operations data centers, homes and businesses, and infrastructure like power lines. Even a winter storm can keep workers from accessing work systems, and break the connection between a technical problem and its solution. At the very least, natural disasters can result in costly downtime.  According to a CSO Online article, the number of climate change-related incidents with damage exceeding $1 billion dollars had occurred by October 2023. 

 

As if the consequences of natural disasters aren’t serious enough, bad actors are seeking access to business networks to steal data, infect the networks with malware, or both. These cybercriminals might also use a natural disaster to take advantage of a company’s vulnerability. Data breaches are also very much in the news. According to a 2021 cybersecurity threat trends report, phishing emails are responsible for roughly 90% of data breaches. These data breaches come from unsuspecting recipients giving up confidential information when they are tricked into doing so.  

 

Phishing schemes are becoming more sophisticated, too. Another threat is escalating cyberattacks using the same artificial intelligence tools your business might be using to automate processes and make work more efficient. If your company is using the tools, so are the bad actors. Cyber criminals can create more sophisticated phishing schemes, drafting emails lacking the usual spelling and grammatical errors in social engineering messages. Not only that, criminals can create videos (“deep fakes”) that mimic the voice and/or image of someone the recipient knows. 

 

How You Can Protect Your Business

 

It’s said that the question is not if your business is attacked, but when. You may know what your business is up against, but how do you protect yourself? You need a plan. A good place to start is taking inventory of technological assets, including data. Taking a risk management approach by assessing the most likely threats first helps prioritize your response. Partnering with a provider for Managed Detection and Response (MDR) and mobile device management can protect your network and its connected devices.

 

Tools for Protecting Your Network 

 

Two solutions for protecting your network include managed detection and response and mobile device management. Managed detection and response is a cybersecurity service that proactively protects organizations from cyber threats with a combination of technology and human expertise. The provider serves as a partner, taking on time-consuming tasks and using human expertise to hunt down and destroy threats. The end result is the preservation of your company’s reputation and brand. Mobile device management provides visibility across multiple devices and applications, protecting the devices with security features, in accordance with company policies.

 

Threats are escalating, including malware that takes advantage of unprotected devices as well as sophisticated phishing schemes involving artificial intelligence. For advice on shielding your company’s network, contact your trusted technology advisor today. 

 

Guarding Your Network Against Ransomware

Hybrid workforce is here to stay, and some businesses are entirely remote. With the benefits remote employees bring, it also introduces dangers like unprotected network access and greater exposure to ransomware. Over the last several years, ransomware has increased and can have disastrous consequences to businesses of all sizes. Read on to learn more about the ransomware landscape and how to protect your company from attacks that steal data.

 

Ransomware’s Prevalence and Danger

 

Ransomware, a type of malware that introduces malicious code that can encrypt your data and make it unusable for your company, is nothing new. Even with some progress by law-enforcement groups in taking down some of the infrastructure, it is still prevalent. It can cause data breaches, downtime from inaccessible data, and financial consequences from lost revenue. If your data is stolen or leaked, not only do you not have access to it, but it can damage your company’s reputation because customers no longer trust you to protect confidential information. According to a 2023 report by Verizon regarding data breaches, ransomware affected 66% of organizations; 24% of data breaches occurred as a result of ransomware infection. Aside from lost data, your network could also become a hub, spreading ransomware to others such as customers or vendors. 

 

How Ransomware Enters Networks and How to Keep it Out

 

Points of entry are various, though the primary source is social engineering (phishing) emails. Many attacks come by way of an email containing a link which, when clicked on, downloads malicious software. Malicious actors use urgent calls to action and appeals to fear to get unsuspecting users to give up confidential information. Not that phishing emails are the only way for ransomware to enter. Ransomware can also get in through attacks on vendors, workers using unsecured Wi-Fi, or even an application update.

 

How, then, can you protect against it? Like preventing any cyberattacks, the solution can include tools, policies and people. Tools like network monitoring and updated patches can help detect and block ransomware. Firewalls can also analyze activity between your network and other points and block ransomware. Policies can include having separate computers for business and personal use, as in the case of remote workers. Training workers to recognize a phishing email and report it, and refraining from clicking any links needs to be a regular practice. 

 

With technological innovation comes risk. To learn how to minimize your risk of being a ransomware victim, contact your trusted technology advisor today.

Lessons from a Global Technology Outage

As we saw two weeks ago, our entire world is dependent on technology. The global technology outage precipitated by a faulty software update rollout by Crowdstrike illustrates how a small problem can have enormous repercussions. The recovery will likely be difficult and expensive for many companies but especially for small to medium-size businesses. Read on to learn about how a technology advisor can help your company mitigate damage from and even prevent technical issues

 

The Outage and its Impact

 

On July 19, 2024, a global technology outage resulted from a faulty software update from technology firm CrowdStrike upended operations across multiple industries. Flights were canceled and delayed, medical care interrupted, and businesses large and small were unable to operate. Large businesses will have a difficult time recovering, but what about small to medium-size businesses with less technical support? Smaller businesses dealt with missed deadlines, possible loss of customers and the inability to pay workers. What lessons can companies learn from what happened? 

 

How a Technology Advisor Helps

 

Although some incidents are out of a company’s control, they still need to be prepared for the consequences of technology problems. A technology advisor is an expert in their field who advises, guides and supports businesses needing help with technology-related decisions. These decisions can include strategic ones, such as how to implement automation and develop a framework for cybersecurity. Or the advisor can assist in planning and navigating software updates to smooth the rollout process. Training and support of workers to give them the knowledge and skills to effectively and safely use technology tools.  

 

The software update responsible for the outage was believed to have not undergone rigorous testing–including for compatibility with common software systems. Technology advisors can help a company develop a framework for rigorous testing of updates to prevent problems that can spread to stakeholders; this includes cybersecurity issues. 

 

What Your Company Can Do

 

Of course, a technology advisor doesn’t do all the work. A collaborative approach in your company, where the IT department works with other business units, contributes to the knowledge of all. For example, while some departments may be enthusiastic about automation of processes, another can provide needed caution–no technology is infallible.  A  technology advisor can help  the company plan an automation strategy. Not to mention, the advisor can remind the company of the need for human oversight of automation.

 

July’s global technology outage has shown us all how digital transformation can introduce risks. Small to medium-size businesses may need a technology advisor to help them with a plan to mitigate these risks. For further assistance, contact your trusted technology advisor today.

Adopting a Risk Management Approach to Your Business

Doing business in today’s world doesn’t come without risk. Anything can happen, from a brief power failure resulting in two hours of downtime, to a days-long global technology outage precipitated by a CrowdStrike software update. How will you know what risks your business is most subject to, and how to mitigate those risks? Read on to find out what types of risks can threaten your company, and how to protect yourself.

 

Multiple Risks to Your Business

 

According to an article from CompTIA, risks come in various forms. Some are within a company’s control, and others come from outside. But all pose some threat to productivity, security or reputation–or all of these. Types of risk include:

 

    • Strategic: These have to do with deviations from a company’s strategy or model. Using automation, for example, can benefit operations, even facilitating software updates. However, problems can occur if human oversight isn’t part of the process. 
    • Competitive: negative consequences of a competitor’s actions, which can cause a loss of business for your organization. Even a competitor’s offering of a better product or service can negatively impact your business. 
    • Compliance: This involves failure to comply with government data security regulations, and can consist of data storage and even data breaches. 
    • Reputational: Events that can damage your image, and public perception of your brand. Perhaps a too-quick rollout of a product or service, a data breach, or a compromised website, can affect trust from customers and other stakeholders. 
    • Financial: This type of risk is anything that might cause loss of revenue. Loss of customers due to compromise of your company’s reputation, or downtime costs from even a brief system outage, can cause loss of earnings.
    • Operational: Anything that affects the operation of your business or other businesses that work with you. A faulty software update can have global consequences, as was seen recently. 
    • Global: Can include global conflict, supply chain disruption, or nation-state cyber attacks. 

 

Any or all of these have a potential impact on cybersecurity, though some are more likely. An outage can result in downtime (operational and financial risk), or a data breach (financial, compliance and reputational). Certain risks intersect, like financial, operational and reputational in the case of a data breach. Depending on how your company handles risk, your brand can weaken, or become stronger than ever.

 

How You Can Prepare

Assess and Document Your Biggest Risks

 

Prioritize risks most likely to affect your company’s operations, revenue or reputation. Your business may be more likely to be subject to risks of regulatory compliance failure than to global conflict. Any source of risk can impact your company, however unlikely it seems. 

 

Assemble a Strong Team

 

By including people from each department, your company gets different perspectives on what can happen and how it might affect your business. For instance, sales and marketing can point out risks posed by competitors. Your leadership personnel can watch for strategic risks. Anyone can be on the alert for social engineering (“phishing”) emails.

 

Prepare an Incident Response Plan

 

All the documentation and planning will go into an incident response plan. This plan comprises the most likely risks,  action plan for each, and the person or persons responsible for specific tasks. Such a plan will help you respond quickly and efficiently to possible disasters, or even keep a minor problem from becoming a major disaster. 

 

Risk management is becoming a more common stance in companies all over the world. To learn about evaluating risks and developing a response plan, contact your trusted technology advisor today. 

Secure Access Service Edge (SASE) for Hybrid Work Environments

In 2020, the way people worked changed, likely for good. Instead of being in the office most of the time, employees worked at home. Although some workers have come back to the office, hybrid work is here to stay. Secure Access Service Edge (SASE), pronounced “sassy”) is ideal for hybrid work, with its cloud-native architecture, centralized access policies and support of access based on device identity. Read on to learn more about this architecture and what it can bring to hybrid offices.

 

Benefits of SASE for Hybrid Work

 

The cloud-native architecture of Secure Address Service Edge can combine the flexibility and scalability of cloud with the connectivity of Software-Defined Wide Area Networks (SD-WAN). Add to this centralized access policies based on user device identity. Data does not need to travel from one source to the data center, and back again–lessening the chances of it being lost or intercepted in transit. Access is verified at specific endpoints when a user logs in, and data can travel along SD-WAN pathways to these endpoints, once verification occurs. SASE can address the needs of hybrid offices for security and connectivity. 

 

Key components of SASE include:

 

  • Secure Web Gateway: a cloud-based proxy that enforces standards for communication applications like Microsoft Teams, which are frequently used by hybrid offices. 

 

  • Firewall as a Service (FWaaS): Cloud-based firewall that provides a standard security experience and eliminates the need for an on-premises firewall.

 

  • Cloud-Access Security Broker: Extends rules and policies to software and infrastructure not owned by your company.

 

  • Zero-Trust Network Access (ZTNA): Anytime a user or device (such as a remote worker’s laptop) requests access to the network, it is evaluated to ensure that it has a right to access the network, and access is granted–or denied, if suspicious. 

 

Considerations for Adopting Secure Access Service Edge

 

While SASE is an effective architecture combining SD-WAN’s connectivity with various security controls, it is not a substitute for cybersecurity policies. Hybrid offices, with some endpoints beyond the office’s perimeter, are still subject to social engineering attacks like phishing. Employees still need to know how to spot and report a phishing email and prevent malware from entering the network. Companies still need to assess the offerings of SASE and how it aligns with business goals (including hybrid work). Other technologies, like endpoint detection and response (EDR) and/or Managed Detection and Response (MDR) may need to be deployed alongside SASE. 

 

Secure Access Service Edge (SASE) can help give your hybrid work environment the connectivity it needs, as well as support security policies. For more information on using the SASE architecture in your company, contact your trusted technology advisor today. 

Put Artificial Intelligence to Work for Your Business

What will your company do with artificial intelligence, now that it’s a key technological trend? Artificial intelligence (AI, for short) holds the potential to revolutionize how your business meets its goals. Fueled by the natural language model of generative AI, automation of processes, data analysis, and streamlining tasks have all helped businesses work more efficiently. Read on to learn more about specific use cases for different aspects of your business.

 

Multiple Use Cases for Artificial Intelligence

 

With AI working behind the scenes to automate tasks, and the release of ChatGPT in the fall of 2022, new capabilities and use cases have opened up–content generation, development of artwork, and other creative applications are available. Microsoft also entered the picture by integrating Co Pilot with their popular office productivity suite in early 2023. Use cases are plentiful for C-level staff, operations, sales and marketing, human resources and more.

 

C-Level Executives: More business data is generated daily, and harnessing it can be overwhelming. Artificial intelligence can analyze data and distill insights from it in a way that mere human effort cannot match. Market trends, customer behavior, and financial metrics can all be derived from the vast amounts of data a business generates, as well as internet content. Moreover, they might get ideas for ways other departments can use AI.

 

Financial: Finance Departments can use AI for document search and synthesis, enabling them to understand contract information and regulatory filings. Artificial intelligence can also analyze and synthesize transactional data, identifying anomalies that might indicate possible fraud. Automated bots can perform mundane data entry and reconciliation tasks. Financial analysts realize productivity gains by using AI to set up complex spreadsheets for financial analysis.

 

Human Resources: AI can help streamline recruiting to help your company search out the ideal candidate, simplify documentation for on-boarding, and gather employee feedback to improve their experience. Big data from large language models (LLMs) can help your human resources department make informed decisions and also streamline benefits and compensation. AI is also ideal for creating job descriptions.

 

Operations: Drawing up meeting agendas and synthesizing insights from meeting notes; automatically inviting attendees, summing up information for attendees arriving later; preparing timelines for rollouts of new products.

 

Sales/Marketing: AI can be used to prepare for an upcoming meeting by summarizing emails and researching customer information from internal systems.  AI can also help with generating proposals, creating powerpoints and more.

 

Customer Service: AI can help customer service representatives quickly pull up customer data; summarize interactions, prompt for next best answers and empower live chat to enhance customer experience.

 

With all of these benefits, be sure to use AI responsibly and securely in your organization.  Ensure you have an acceptable use policy and train your employees properly. In addition, identify and tag sensitive information to avoid unnecessary data leaks.

 

For all departments, tools like CoPilot can help generate and augment content, allow the writer to try different styles and ask questions for more information. Artificial intelligence can be a game changer for your business; to learn more, contact your trusted technology advisor today.