Hot off the Digital Presses… Learn About Microsoft Copilot for Finance

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Microsoft Copilot has been heading up the business AI charge. It’s used in Word, Excel, Edge, Windows, and more. This genAI-powered app is also showing up in
various function-related activities. The latest of which is finance processes.

Microsoft Copilot for Finance is a game-changer. It injects the power of next-generation AI into the heart of your everyday workflow. Imagine having an AI companion that understands the intricacies of finance as well as collaborates seamlessly with you.

It can help a seasoned financial analyst or a curious learner. It automates repetitive tasks and provides real-time insights. Copilot is poised to revolutionize how we navigate the fiscal realm.

Read on to see why this innovative tool should be on your financial radar.

What Is Microsoft Copilot for Finance?

First, let’s have an overview of this new application. Copilot for Finance is a new Copilot experience in Microsoft 365. It features AI-assisted help for financial professionals. It does this from within productivity apps they use every day.

Microsoft Copilot for Finance connects to business financial systems such as Dynamics 365 and SAP. It provides finance-based insights and guided actions in:

  • Outlook
  • Excel
  • Teams
  • Other Microsoft 365 Applications

Benefits of Using Copilot for Finance

Breaking Free from the Manual Grind

Finance professionals are drowning in repetitive tasks. These include data entry, review cycles, and report generation. Copilot for Finance throws a lifeline to finance professionals. It automates these mundane activities and frees up valuable time for strategic thinking. Imagine a world where you can focus on high-impact tasks: tasks like financial planning, risk analysis, and driving business growth.

AI-Powered Insights at Your Fingertips

Copilot for Finance isn’t just about automation; it’s about intelligence. This AI assistant learns your organization’s financial data and behavior. It surfaces insights you might have missed.

Imagine uncovering hidden trends and predicting cash flow issues as well as identifying areas for cost optimizations– all powered by AI that works seamlessly
within your existing Microsoft 365 environment.

Tailored for Your Team

Copilot for Finance isn’t a one-size-fits-all solution. It caters to the specific needs of different financial roles. Imagine streamlining audits with a simple prompt or simplifying collections with automated communication and payment plans. It can also speed up financial reporting with effortless variance detection. Copilot for Finance empowers every member of your finance team. It does this with role-specific workflows and features.

Seamless Integration for a Frictionless Experience

Copilot for Finance integrates effortlessly with your existing Microsoft 365 tools. Such as Excel, Outlook, and Teams. This means no more jumping between applications. No more struggling to import data. Imagine accessing insightful financial insights directly within your familiar workflow. This eliminates silos and streams communication across your team.

Built with Trust in Mind

Security and compliance are paramount in the world of finance. Copilot for Finance inherits the robust security features you trust from Microsoft 365. Imagine leveraging a solution that adheres to the strictest data privacy regulations. This gives you peace of mind and ensures your financial data remains secure.

A Glimpse into the Future of Finance

Copilot for Finance represents a significant leap forward in financial technology. It’s more than just automation. It’s about harnessing the power of AI to augment human expertise as well as transform the way finance operates.

Imagine a future where tedious tasks are a thing of the past. They’re replaced by a world of data-driven insights and strategic decision-making, all at the click of a button or text prompt.

Getting Started with Copilot for Finance

Microsoft Copilot for Finance is currently available for early adopters. Do you want to experience its transformative potential? Here’s how to get started:

  • Visit the Copilot for Finance website: This website provides a wealth of information. This includes product details, functionalities, and more.
  • Review Requirements: Ensure you meet the licensing requirements. These include specific Microsoft 365 subscriptions as well as browser specifics, and other guidelines.
  • Connect with Your IT Provider: We can offer support to set up Copilot for Finance. We’ll ensure it’s integrated and secured and also train your team on its helpful features.

The Future is Now: Embrace the Power of AI

The world of finance is evolving rapidly. Microsoft Copilot for Finance empowers you to embrace this change. As well as navigate the future with confidence. Copilot for Finance offers AI-powered insights, streamlined workflows, and seamless integration. It could soon become an indispensable tool for every
finance professional.

Get Expert Microsoft 365 & Copilot Guidance

AI tools in Copilot are dominating business transformations. You can join, or risk missing out on what AI has to offer. We can help you unlock the full potential of Copilot in Microsoft 365. As well as propel your business forward with AI power.

Contact us today to see how we can help your business.

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iPhone Running Slow? Speed It up with One of These Tips

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Let’s face it, iPhones are amazing devices. But even the sleekest, most powerful iPhone can succumb to the dreaded slowdown. Apps take forever to load and scrolling feels sluggish. Pretty soon, simple tasks become frustrating ordeals.

If your iPhone has gone from speedy sidekick to sluggish snail, don’t despair! We are sharing some easy tips to get your iPhone back in tip-top shape.

Give it a Restart: The Digital Power Nap

This might seem like a no-brainer, but you’d be surprised! How long has it been since you’ve turned off your device? Just like us, iPhones need an occasional reboot. Restart your phone. This clears temporary files, closes lingering apps, and frees up memory. It’s a quick and easy way to give your iPhone a much-needed refresh.

Clean Out the Digital Clutter

Our iPhones can become digital packrats, hoarding photos, videos, and apps we no longer use. Do you really need all those selfies? This clutter can slow things
down. Take some time to declutter your digital life.

Photos and Videos

Review your photo and video library. Delete blurry pics, duplicates, and anything you don’t need anymore. Consider using cloud storage services like iCloud Photos or OneDrive. These store precious memories without clogging up your device’s storage space. Many also have an automated upload feature when you snap a new pic.

Unused Apps

Be honest, how many apps do you use daily? Identify apps you haven’t touched in months and delete them. This frees up phone storage space. It can also reduce background activity and improve battery life.

Offload Unused Apps & Keep Data (iOS 11 and later)

This nifty feature lets you free up storage space by keeping an app’s data while deleting the app itself. When you need the app again, you can simply download it without losing any saved data.

Remove Unneeded Podcasts

Many podcasts download to your device without you realizing it. This allows you to listen without a direct connection but can fill up your device fast! If you listen to several podcasts, they all can be taking up valuable space. Review your iPhone’s storage and remove unnecessary podcast downloads.

Tame Background App Refresh

Background App Refresh allows apps to fetch new content. This happens even when you’re not actively using them. It can be helpful for staying up-to-date but it can also drain your battery and slow down your phone.

Review your Background App Refresh settings. Turn it off for apps you don’t need constantly refreshing in the background.

Not Every App Needs to Know Where You Are

Many apps constantly track your location. They do it even when you’re not using them. This location tracking can drain your battery and impact performance. Review your Location Services settings. Restrict access for apps that don’t need constant location awareness.

Reduce Motion Effects

Apple’s fancy motion effects include things like app parallax and zoom animations. They can be beautiful, but they can also be resource-intensive. Turn off iPhone motion effects. This can free up processing power and make your iPhone feel snappier.

Update Your Apps and iOS

App and iOS updates often include performance improvements and bug fixes. Make sure you’re running the latest versions of your apps and iOS. This ensures
optimal performance and security.

Disable Automatic Downloads

Automatic app and iOS updates are convenient, but they can sometimes happen at inconvenient times, slowing down your phone. Consider disabling automatic downloads. Update apps and iOS manually when you have time and a good Wi-Fi connection. Make this a recurring task on your calendar. These updates are important for security, so you don’t want to forget them.

Nuclear Option: Reset Your iPhone

If all else fails, a factory reset might be necessary. This wipes your iPhone clean and restores it to its original settings. It can be the most effective way to clear out bugs that might be causing slowdowns.

But be careful with this nuclear option. Before doing a factory reset, be sure to back up your iPhone. Also, sign out of iCloud. This ensures you avoid losing important data.

Check Your Battery Health

A degraded battery can also contribute to slowdowns. Head to Settings > Battery > Battery Health. Here you can see your iPhone’s maximum battery capacity. If
it’s below 80%, your phone might be throttling performance to conserve battery life. In this case, consider replacing your battery for optimal performance.

Follow these simple tips. They’ll help you diagnose the cause of your iPhone’s sluggishness as well as get it running smoothly again. A little maintenance goes
a long way in keeping your iPhone happy and fast!

Need Help with a Smartphone or Tablet?

When your smartphone isn’t working right, it can be a real pain. Don’t struggle. Get help from the pros. Our team can diagnose internal and external smartphone issues as well as help with tablets, laptops, and other devices.

Contact us today to see how we can help.

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Is Your Business Losing Money Because Employees Can’t Use Tech?

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Shiny new tech can be exciting! It promises increased efficiency, happier employees, and a competitive edge. It’s also necessary to stay competitive in today’s technology-driven business world.

But that promise can turn into a financial nightmare if you neglect two important things. These are employee training and change management. You can end up losing money simply because employees can’t use their technology.

When employees have trouble using their business tools, productivity drops. Mistakes can be made, and customer service can fall. Read on for common staff technology issues as well as the solutions.

Lack of Technology Training

Imagine investing in a top-of-the-line CRM system, then you see your sales team floundering instead of excelling. You were expecting the CRM to make their jobs easier, but they can’t find key features, struggle with data entry, and miss deadlines.

Why? Because they haven’t been properly trained on the new software. This scenario plays out in countless businesses. It leads to the following costs:

Lost Productivity

Employees fumbling with unfamiliar tech lose valuable work time. Imagine the lost sales opportunities if your team can’t process orders or can’t generate reports due to inadequate training on the new CRM.

Costly Errors

Confusion and frustration lead to mistakes. Inaccurate data entered into the new system requires time and money to fix. This impacts budgets and potentially damages client relationships.

Demotivation and Resistance

Struggling with a new system is demoralizing. Untrained employees might resist using it altogether. They can cling to outdated (but familiar) methods. This hinders adoption and negates the benefits of the new tech.

Failing to Manage the Change

New technology disrupts workflows. Without proper change management, employees feel overwhelmed and insecure. Change management is looking at the “human” side of change. It’s about helping employees understand why things are changing as well as providing training, support, and other engagement. The goal is to help them transition successfully.

Organizations using change management are 67% more likely to achieve desired project outcomes.

When companies neglect change management, the following can happen.

Low Morale

Change can be stressful. Employees can feel lost and undervalued, especially due to a lack of clear communication and support during the transition. This can lead to low morale and a negative work environment.

Shadow IT

Employees may feel the new system isn’t meeting their needs. This can cause them to resort to using unauthorized tools (shadow IT). This creates security risks and undermines the investment in the new technology.

Resistance to Future Improvements

A negative experience with a tech rollout can make employees wary of future changes. This can hinder innovation as well as make it difficult for the company to adapt to evolving market trends. Without change management, employees tend to get “change fatigue.” This can make them less productive.

Building a Bridge to Success

The key to unlocking the true value of new technology? It lies in effective training and change management. Here’s how to avoid the negative costs and get the full benefits from your tech.

Invest in Comprehensive Training

Don’t treat training as an afterthought. Yes, some tools say they’re easy to use, but people have different tech literacy levels. Some may pick up things quickly, but many don’t. There’s no replacement for targeted training on a business application.

Develop a tailored training program that goes beyond basic features. Include video tutorials, hands-on workshops, and ongoing support resources. This helps everyone feel comfortable using the new tools.

Focus on User Adoption, Not Just Features

Training shouldn’t just explain how the software works. It should focus on how the new system will benefit employees in their daily tasks as well as improve
workflow efficiency. If employees don’t adopt the tech well, you don’t see its full benefits.

Embrace Change Management

Communicate the “why” behind the change. Explain how the new technology will make everyone’s jobs easier as well as ultimately benefit the company as a whole. Encourage open communication and address concerns throughout the transition.

The Takeaway

New technology is a powerful tool, but it’s only as valuable as its users. Prioritize employee training and change management. This will help you bridge the gap between a shiny new system and a real return on investment.

Happy, well-trained employees using the right tools are your secret weapon. They can help you maximize efficiency, boost morale, and stay ahead of the curve. Don’t let a lack of training turn your tech upgrade into a financial drain.

Need Help With Technology Training?

Efficiency and productivity improvements are the goals of most technology transformations. We can help you meet your tech goals with staff training. We can tailor training and support to your needs, as well as helping your team excel with new tech and existing tools.

Are you ready to discuss a tailored tech training plan for your staff?

Contact us today to learn more.

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10 Easy Steps to Building a Culture of Cyber Awareness

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Cyberattacks are a constant threat in today’s digital world. Phishing emails, malware downloads, and data breaches. They can cripple businesses and devastate personal lives.

Employee error is the reason many threats get introduced to a business network. A lack of cybersecurity awareness is generally the culprit. People don’t know any better, so they accidentally click a phishing link. They also create weak passwords, easy for hackers to breach.

It’s estimated that 95% of data breaches are due to human error.

But here’s the good news, these mistakes are preventable. Building a strong culture of cyber awareness can significantly reduce your risks.

Why Culture Matters

Think of your organization’s cybersecurity as a chain. Strong links make it unbreakable, while weak links make it vulnerable. Employees are the links in this chain. By fostering a culture of cyber awareness, you turn each employee into a strong link. This makes your entire organization more secure.

Easy Steps, Big Impact

Building a cyber awareness culture doesn’t require complex strategies or expensive training programs. Here are some simple steps you can take to make a big difference.

1. Start with Leadership Buy-in

Security shouldn’t be an IT department issue alone. Get leadership involved! When executives champion cyber awareness, it sends a powerful message to the organization. Leadership can show their commitment by:

  • Participating in training sessions
  • Speaking at security awareness events
  • Allocating resources for ongoing initiatives

2. Make Security Awareness Fun, Not Fearful

Cybersecurity training doesn’t have to be dry and boring. Use engaging videos, gamified quizzes, and real-life scenarios. These keep employees interested and learning.

Think of interactive modules. Ones where employees choose their path through a simulated phishing attack. Or short, animated videos. Videos that explain complex security concepts in a clear and relatable way.

3. Speak Their Language

Cybersecurity terms can be confusing. Communicate in plain language, avoiding technical jargon. Focus on practical advice employees can use in their everyday work.

Don’t say, “implement multi-factor authentication.” Instead, explain that it adds an extra layer of security when logging in. Like needing a code from your phone on top of your password.

4. Keep it Short and Sweet

Don’t overwhelm people with lengthy training sessions. Opt for bite-sized training modules that are easy to digest and remember. Use microlearning approaches delivered in short bursts throughout the workday. These are a great way to keep employees engaged and reinforce key security concepts.

5. Conduct Phishing Drills

Regular phishing drills test employee awareness and preparedness. Send simulated phishing emails and track who clicks. Use the results to educate employees on red flags and reporting suspicious messages.

But don’t stop there! After a phishing drill, take the opportunity to dissect the email with employees. Highlight the telltale signs that helped identify it as a fake.

6. Make Reporting Easy and Encouraged

Employees need to feel comfortable reporting suspicious activity without fear of blame. Create a safe reporting system and acknowledge reports promptly. You can do this through:

  • A dedicated email address
  • An anonymous reporting hotline
  • A designated security champion employees can approach directly

7. Security Champions: Empower Your Employees

Identify enthusiastic employees who can become “security champions.” These champions can answer questions from peers. As well as promote best practices through internal communication channels. This keeps security awareness top of mind.

Security champions can be a valuable resource for their colleagues. They foster a sense of shared responsibility for cybersecurity within the organization.

8. Beyond Work: Security Spills Over

Cybersecurity isn’t just a work thing. Educate employees on how to protect themselves at home too. Share tips on strong passwords, secure Wi-Fi connections, and avoiding public hotspots. Employees who practice good security habits at home are more likely to do so in the workplace.

9. Celebrate Successes

Recognize and celebrate employee achievements in cyber awareness. Did someone report a suspicious email? Did a team achieve a low click-through rate on a phishing drill? Publicly acknowledge their contributions to keep motivation high. Recognition can be a powerful tool. It’s helps reinforce positive behavior and encourages continued vigilance.

10. Bonus Tip: Leverage Technology

Technology can be a powerful tool for building a cyber-aware culture. Use online training platforms that deliver microlearning modules and track employee progress. You can schedule automated phishing simulations regularly to keep employees on their toes.

Tools that bolster employee security include:

The Bottom Line: Everyone Plays a Role

Building a culture of cyber awareness is an ongoing process. Repetition is key! Regularly revisit these steps. Keep the conversation going. Make security awareness a natural part of your organization’s DNA.

Cybersecurity is a shared responsibility. By fostering a culture of cyber awareness your business benefits. You equip everyone in your organization with the knowledge and tools to stay safe online. Empowered employees become your strongest defense against cyber threats.

Contact Us to Discuss Security Training & Technology

Need help with email filtering or security rules setup? Would you like someone to handle your ongoing employee security training? We can help you reduce your cybersecurity risk in many ways.

Contact us today to learn more.


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