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 cli...

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...

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, ...

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) so...

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 When they feel time is wasted because of outdated or poorly performing software and technology, employees disengage or leave for s...

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 disc...

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,...

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 ...

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...

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 r...

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, d...

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 t...

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 go...

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 ...

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, l...

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, r...

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 cos...

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 Serv...

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 mig...

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 Con...