In today's episode we're joined by Patrick Moss, CPA, senior accountant at Marshall & Moss Group. Marshall & Moss Group is a public accounting firm specializing in union, Taft-Hartley industries and multi-employer benefit funds. Pat shares his unique perspective on leading, innovation and opportunity as a multi-generational leader, and how InterSoft Associates has had an impact on moving Marshall & Moss from on-the-shelf solutions to custom software that helps them serve their client...
Jan 09, 2023•11 min
Nick Rosenberg, Executive Vice President and Head of Global Payments for Metropolitan Commercial Bank, joins us today to explore the uniqueness of MCB, its clients, and the technology demands and sophistication required to turn its gears with confidence. Nick talks about why InterSoftAssociates has been the right partner, the contributions he's valued most, and Hy Goldstoff and Abe Unger of InterSoft Associates break down the MCB projects and relationships from their strategic and development pe...
Nov 04, 2022•16 min
Maidenbaum Property Tax Reduction Group have been successfully helping taxpayers across Nassau County in Long Island, New York, maintain a fair assessment of their homes for 30+ years. Today we're exploring more real-world results and impact as we're joined by Shalom Maidenbaum, Founder of Maidenbaum Property Tax Reduction Group, LLC. Shalom shares the origin story of his company, how the company has grown and changed in response to both market dynamics and Nassau County law and tax changes, and...
May 10, 2022•22 min
We've all been on a website, using an app or working on an application that frustrates us. Best case, we roll our eyes and persevere. Worst case, we stop using the thing altogether. Meanwhile, customers are more concerned than ever about how their data is being used and who's using it. In today's episode, we're talking about how customer experience is impacted by the software and technology decisions you make in your company. Putting off that upgrade or staying with slow (or even obsolete) softw...
May 08, 2022•17 min
We don't often think of how the technology we use at work impacts employee engagement and company culture - yet technology is maybe the one predictable constant across any department and the full scale of a business. When employees are frustrated with inefficient systems, cumbersome software or frustrating redundancies, their overall satisfaction at work declines. When they feel time is wasted because of outdated or poorly performing software and technology, employees disengage or leave for some...
May 01, 2022•16 min
As data and software become more sophisticated and as Big Data becomes increasingly relevant to today's companies, it's essential to know - who's in charge of this stuff? Especially in small and mid-market companies, we usually have leaders in departments like HR, Sales or Operations - but what about tech? Is a Chief Technology Officer the same as an IT pro? Does our "IT guy" understand data and how it can be an asset for your company? We're answering these questions and more today as we discuss...
Apr 24, 2022•22 min
Technology changes so fast that it's easy to feel concerned that the solutions you adopt today could be obsolete tomorrow. How can you be confident in the software you've chosen? Are you sure that's the right database? Will the skill sets you're hiring for today be irrelevant next year? In today's episode we're talking about the right practical approach to keeping the software side of your business future-proof. Learn how the right mindset about technology can help you make smarter decisions, th...
Apr 17, 2022•18 min
Many custom software and database developers come to the work with their own ideas of best practices, preferences and habits. When can this be a strength, and when can these characteristics become a liability? In today's episode, we're looking at some common scenarios companies have to keep in mind when it comes to their developer or development team. Whether a contractor or an in-house hire, when non-technical leaders are counting on developers to make the best decisions it can open up some ris...
Apr 11, 2022•19 min
Low-code and no-code software solutions, applications and automation environments have made it easier for companies to customize how technology can work for them. But when is going it alone the right option, and when should you enlist a professional? In today's episode, we're exploring the DIY culture of development, its advantages and its potential pitfalls. Just because you have a hammer doesn't make you a carpenter - learn when the insights and expertise of an expert can help you move past so...
Apr 05, 2022•18 min
InterSoft Associates has been serving clients since the days of Microsoft DOS (Google it). As technology changes and software becomes more capable and sophisticated, it's easy to chase the shiniest object or go all-in on the newest platform. Today we're talking about some lessons we've learned over thousands of data migrations and custom software projects. We explore how the business case must always come first, why "older" software doesn't always have to mean "outdated", and why asking the righ...
Feb 22, 2022•15 min
One of the most important things for a company to do is to make sure that their data is safe and secure. Data migration is a process of moving data from one system to another system. It’s not always an easy task and it can require a lot of time and resources. In today’s episode we’re exploring why you should consider an expert to help you manage data migration. Even as you’re empowered with today’s do-it-yourself tools and wizards, learn how an expert can help you avoid loss of information, down...
Feb 15, 2022•20 min
Counseling in Schools does the important work of empowering and "awakening possibilities" with strength-based counseling programs for children and families across New York City. In today's episode we'll meet Finance Director Lew Bader and learn more about the challenges and opportunities of Counseling in Schools and how InterSoft Associates helps their counselors and programs with custom software solutions that increase efficiency, save time, and maybe more importantly keep counselors doing thei...
Feb 07, 2022•26 min
Microsoft Access is, for many database consultants, developers and even small and mid-market businesses, the introduction to databases and database management. Like a lot of legacy software in need of upgrading and migrating, depending on Access for too long can cause problems. In today's episode we dive into why most businesses should migrate from Access to platforms more suitable for innovation, growth, business needs and future potential. Along the way we uncover why our developer-radar goes ...
Dec 22, 2021•17 min
Gathering or mining as much data as you can in your business helps you have options when it comes time to put that data to use. In today's episode we're exploring just that - your business. Learn some essential approaches to leveraging your data the "right" way. Explore why you'd take action, why what works for one company may not work for you, and why it's critical that you put somebody on your team or project that understands data and how to maximize its potential for your success. IsAware is ...
Dec 06, 2021•17 min
Some companies have fully developed Business Intelligence (BI) initiatives while others could be doing much more with their data. Still others might have adopted Business Intelligence practices and not even know it! In today's episode we're removing some mystery around why Business Intelligence is important to your business and how the data you're probably already collecting can be used to help you make more insightful decisions. We explore some methods for developing Business Intelligence, like...
Nov 23, 2021•15 min
Are automated, Do-It-Yourself solutions the right path to data migration in your company? Can't the built-in migration wizards help you easily move to .NET or other, newer technologies? Today we're exploring common obstacles and pitfalls to avoid in making data migrations, and how sometimes a focus on tools available can actually cause a business to lose focus on the larger vision. IsAware is powered by InterSoft Associates, your Software Consultancy that will help you to maximize revenues, redu...
Oct 26, 2021•15 min
There can be valid reasons for not migrating software, systems and databases to the cloud or to updated, upgraded systems. But too often companies put off migration not for strategic considerations, but because they're comfortable or complacent. In today's episode we're exploring how not migrating can hurt your ability to innovate and modernize, ultimately hurting your bottom line. Especially if not migrating is thought of as a cost savings tactic, learn how putting it off can actually be costin...
Oct 19, 2021•18 min
In today's episode we're joined by Gus Patakakis, CEO of Long Island Server Solutions. L.I. Server Solutions is a Managed Service Provider (MSP) and "much more", offering "cradle to grave" Managed IT and consulting solutions. Gus shares the unique aspects and challenges companies are facing today where Managed IT and consulting is essential, the security mindset all companies (even small businesses) must adopt, and how partnering with InterSoft Associates has helped Long Island Server Solutions ...
Sep 29, 2021•21 min
In today's episode we're exploring important considerations your business should put top of mind when migrating your data to the cloud. A key advantage of migrating to the cloud is access - data is available anytime, anywhere, and to people or integrated technologies that serve you best. Learn how to navigate three crucial aspects before you start migration: Understanding scope, confidence in key stakeholders and partners, and continuity - keeping data processes going even in the midst of migrat...
Sep 21, 2021•18 min
When Microsoft's business solutions application Power Apps was involved in the leak of over 38 Million data records - including some from Microsoft itself - a focus was put on the potential hazards of "DIY" development. In today's episode we're exploring ways businesses gain an advantage when partnering with a custom software developer who can help them build something specific to their business, growth goals and integration needs. IsAware is powered by InterSoft Associates, your Software Consul...
Sep 14, 2021•17 min
With outdated software usually comes outdated technologies, which can put your company at risk for security breaches, data loss, and lost productivity. In today's episode we're exploring these dangers in-depth, including how the custom experience can be compromised when old technology is still running mission-critical aspects of a company. If you haven't updated software (or hardware) at your company for some time, perhaps as a cost-savings tactic, this episode will shed light on just how expens...
Aug 24, 2021•18 min
Analytics from the data, or information, your company uses, stores and interacts with helps tell a story. History has deeper meaning and future planning can be more specific - and accurate - when leveraging the interactions and insights Big Data provides. In today's episode we talk about real world examples of how companies are using Big Data Analytics to help drive better decision making, visualize and understand key performance indicators and why it's critical to have a broad perspective on da...
Aug 17, 2021•17 min
Big Data is a phrase that essentially means connected information . In the hands of the right Big Data Consultant, that information becomes transformational. Better business decisions get made, sharper insights are discovered, and ultimately the information - the data - can become a competitive differentiator. In today's episode we explore the value and characteristics of a capable Big Data Consultant and how the right one can be part of your business strategies. IsAware is powered by InterSoft ...
Aug 10, 2021•13 min
FoxPro was a Microsoft database management system that was discontinued in 2007, yet there are companies that are still using systems and software designed around it. Migrating databases and systems when they reach end of life can seem daunting, intimidating or expensive - but the alternative of continuing to use deprecated, legacy systems can prove far more costly. In today's episode we explore the obstacles and opportunities of migrating from old, discontinued systems to newer, more efficient ...
Aug 03, 2021•17 min
Custom Software Development can involve many people, sometimes shifting priorities and often new, innovative approaches. In today's episode we explore why the Proof of Concept is essential in crafting new custom solutions. Often a simple demonstration or illustration of a more robust final product can calibrate direction, uncover new requirements or demonstrate unforeseen challenges. The Proof of Concept helps manage these things more easily (and affordably!) than meeting them head-on in the mid...
Jul 29, 2021•14 min
Often when we think custom software development , our minds go to code, data, and delivery. In today's episode we're exploring the importance of a design process in custom software development. The design process starts with brainstorming, ideating, imagining and detailing. Organizing all the thoughts and ideas that stakeholders have been exploring, struggling with, or wondering about. With the right discovery, the path to developing the right software to solve problems becomes almost inevitable...
Jul 22, 2021•15 min
Your CRM, or Customer Resource Manager, helps you manage marketing, pre-sales, and sales activities. But are you using the right CRM? Are you using the right CRM in the right ways? Is yours outdated or dysfunctional? Today we explore the value of planning your CRM. Look ahead to what you'll need it to do as you grow, and explore ways your CRM should be connecting to other software and applications you use in order to save more time and increase efficiency. IsAware is powered by InterSoft Associa...
Jul 14, 2021•18 min
Business processes are the coordinated systems and practices that help your business operate, and help your people understand how their roles are related to the roles of others. What happens when those processes aren't working? How do you even know? In this episode we talk about symptoms of business process breakdowns. Learn how insidious dysfunction can become, how leaders can be contributing to problems without meaning to, and why a culture of problem-solving is crucial to running an efficient...
Jul 06, 2021•18 min
The CRM, or Customer Relationship Manager, is an application that helps manage many marketing, pre-sales and sales functions. Its potential expands, however, when it can be integrated into other parts of your company, like your ERP (Enterprise Resource Planning) system, financial or accounting platforms, productivity or time tracking software, shipping and distribution and much more. In today's episode we explore how businesses can be thinking bigger about their CRM and share some real world exa...
Jun 30, 2021•16 min
The ERP ( Enterprise Resource Planning) application often acts as the brains of an organization, connecting different and disparate business units, priorities, initiatives and objectives through technology and data. In today's episode we're exploring what the ERP is, best practices for getting more out of your ERP, and how the right integrations into other systems, platforms and applications your organization is using can create enhancements with tremendous power to increase efficiency and speed...
Jun 22, 2021•30 min
