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  • 5 Questions for Employee Check-ins

    Jun 10, 2021

    Brace yourselves, employee check-ins are coming… We’ve all seen the various memes when it comes to employee reviews.  So what’s the big deal about having employee reviews anyway? Why does everyone hate them? Everyone is happy, right?  Short answer, no. Long answer,…

  • Close to the Money

    Jun 8, 2021

    Close to the Money We all experience a bad month or know a rough start. If your business is ever struggling, whether it’s general profitability or a short-term cash-flow issue, you’ll need to understand the…

  • Indecision vs. Bad Decision

    Jun 3, 2021

    The party of no ideas vs. the party of bad ideas Today’s blog content was inspired by Dave Sobel’s Business of Tech podcast on one phrase he said during the 28-minute segment: “pick a direction,…

  • Selecting Clients: Can You Afford to Only Take On the Right Revenue?

    May 27, 2021

    I’d like to weigh in on popular business consulting advice. Many times I hear the pundits or business consultants during webinars say one of these things: “Raise your prices!”, “Fire your bad clients!”, “Only take the…

  • QuickBooks Desktop to Online

    May 26, 2021

    Eureka Process, LLC and Gozynta, LLC have teamed up to bring you this migration guide. We developed this step-by-step guide so you can avoid the pitfalls that others have missed, reducing the time it takes to complete…

  • Argue to Simplify

    May 26, 2021

    I’m going to keep patting myself on the back for continuing the string of writing a weekly blog. The third one in the books! It seems like the concept of simplification (and consistency) I wrote…

  • How to be a Good Interviewer

    May 19, 2021

    It’s not grilling season If someone is looking for a job, they are already in a stressful situation.  Whether they are out of work or if they are in a job that no longer makes…

  • Growing a Business is No Way to Make Money

    Feb 23, 2021

    This comes straight from the “Sh!t Allen Says” Teams channel I mentioned in a few previous blog posts, (Consistency in Marketing (and all things) being one of them. I recently had to say it twice…

  • Focus on Priorities

    Feb 23, 2021

    I keep going back to my first blog post about keeping things simple to help keep things going. Well, I confess that I got a week behind in my blog posts 🙁  Fortunately, I do…

  • Is the New ConnectWise Customer Portal Finally Ready?

    Feb 23, 2021

    Two blog posts in a row…not bad!  Perhaps my previous about Consistency and Simplicity will work out after all.  I’m still picking fairly random topics to discuss, and today I am inspired to discuss the…

  • What to Do With Your Cash

    Jan 29, 2021

    Hope you don’t mind that I’m not writing exclusively (or much) about processes and tools for IT Services. My goal behind these blog posts is to provide some insight and value, but they had to…

  • What are we doing wrong?

    Jan 29, 2021

    While on-boarding a client recently, I was reminded of a common question I get asked in the early days of an engagement, “What are we doing wrong?” Rest assured, if you are able and willing…

  • Type, Subtype, & Item - 3

    Jan 29, 2021

    Part 3 – Culture of Process Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage (CWM). When tickets are coded with these three items, three positive things become possible. In our first blog…

  • Type, Subtype, & Item - 2

    Jan 29, 2021

    Part 2 – Technical SOPs Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage. When tickets are coded with these three items, three positive things become possible. In our previous article, we discussed…

  • Type, Subtype, & Item - 1

    Jan 29, 2021

    Part 1 – Reporting Type, Subtype, & Item (TSI) are powerful tools in ConnectWise Manage. When tickets are coded with these three items, three positive things become possible. First, we enable more data for useful…

  • Time to Sharpen the Saw

    Jan 29, 2021

    Who could have imagined the world in its current state just a few weeks ago?  It’s surreal and a little unsettling. While I don’t personally make a habit of worry, this is certainly a great…

  • The Gambler

    Jan 29, 2021

    Decided to title this post to music and give you a soundtrack. If you are into music, read the rest of this post while listening to Kenny Rogers’ “The Gambler”.  Spotify music here: Hopefully “Know…

  • SMB Community Podcast - Karl Palachuk interviews Allen Edwards of Eureka Process

    Jan 29, 2021

    Needless to say, I was stoked with Karl asked me to be on his podcast series a few weeks ago. I may have fan-boyed a little bit after meeting him at ITO Compass in Chicago…

  • Sh!t Allen Says

    Jan 29, 2021

    I’ve referenced our cheeky and hopefully-not-too-offensively named Teams channel in many of our past blog posts: Sh!t Allen Says. I’ve decided that today is the day to share it with you! Only light curation. These…

  • Scorecard vs. Dashboard

    Jan 29, 2021

    If you are a data-hungry entrepreneur, then this article is for you.  It’s an early step in our consulting process to start developing metrics and Key Performance Indicators (KPIs). Our initial KPIs usually show some…

  • Pros & Cons of Being a Digital Nomad

    Jan 29, 2021

    I was talking with Dave Sobel, host of the news and commentary podcast “Business of Tech”, and co-host of the “Killing IT” podcast, the other day. We were discussing his podcast and his work to…

  • Prior Proper Planning (for Pandemic Possibilities)

    Jan 29, 2021

    I had the pleasure over the last week to work with some great vendors to create this week’s blog post. There is nothing like working together, especially in these times of uncertainty in a world…

  • Pivot or Stand Firm?

    Jan 29, 2021

    I was out for a small group run this Saturday morning when a friend of mine mentioned one of my recent blog posts, Growing a Business is No Way to Make Money. My breath was…

  • Duality

    Jan 29, 2021

    I confess, I have many personality flaws/quirks. Many of you or not shocked. I recently thought about this again when I was writing Growing a Business is No Way to Make Money last week, This…

  • Consistency in Marketing (and all things)

    Jan 29, 2021

    So, this is my first attempt in writing a true blog post on relevant topics. I spent forever avoiding this, as I hate being inconsistent. You know what I mean right? You write a blog…

  • ConnectWise Impacted by Microsoft's Recommendation for 2FA Enforcement

    Jan 29, 2021

    I was just reviewing my latest email from ConnectWise and thought I’d pass this on to you.  Microsoft is recommending disabling all authentication protocols that can bypass 2FA.  This most strongly affects O365 and your…

  • Bravery and Courage

    Jan 29, 2021

    There is no doubt that these are interesting times, and I am glad for it.  Not that I wish anything negative on anyone, but adversity breeds adaptation, mutation, and generally just better humans.  Pretty sure…

  • To Outsource or Not?

    Oct 12, 2020

    I started out with no particular answer on this blog post about whether to outsource or not. I just wanted to go with the flow and see where it led.  I don’t think of outsourcing…

  • Watch out for that ditch!

    Oct 5, 2020

    I’ve been blessed to call Brook Lee a colleague now for nearly a decade. I met her when becoming the service manager for a 13-person firm in Savannah, GA, just a year after I sold…

  • Rapids Ahead!

    Sep 29, 2020

    Today’s blog post is a life lesson about being complacent that I recently learned the hard way. Straight to the story. I currently live in Squamish, BC, Canada which is the outdoor recreation capital of…

  • Words Matter. Choose Wisely

    Sep 14, 2020

    I would love to call myself a logophile (I had to look this up and found this controversial article – not sure why lexophile wasn’t mentioned), but no sooner than I do, a REAL log/lexophile…

  • Stagnate vs Recuperate

    Sep 7, 2020

    This week I was reminded of the titular lesson of stagnation versus recuperation so you all get to enjoy my thoughts on the matter. We all have bio-rhythms or natural ebbs and flows of energy.…

  • Business Data Backups are Like Car Keys

    Aug 15, 2020

    (This is a client facing document that you could use re-purpose for a blog post or educational document for prospects/clients)​ Your business depends on data to operate. Whether its important procedures, how much clients owe…

  • Get Stupid

    Jul 14, 2020

    Let’s assume for a second that being an adult of my age, owning a business, and being able to my bills and save is one definition of success. I had to get that out of…

  • Literal Shower Thoughts

    Jun 22, 2020

    I recently got into a discussion about meditation.  My roommate was discussing how difficult it was, and that she didn’t quite get it. So, I gave her my take-away from Karl Palachuk’s Relax, Focus, Succeed…

  • My Only Regret

    Mar 20, 2020

    This week’s post is deeply personal. I spent the first three decades of my life without any regrets. I was (and am) a true believer that every experience makes us who we are today, and…

  • Focused or Balanced

    Mar 10, 2020

    As I was writing this title, I had a sudden thought that maybe I’m the only one who sees focus as un-balanced.  Let’s hop straight into a metaphor. I love video games, despite rarely ever…

  • Latest Poll on What IT Documentation Systems are being used

    Jul 27, 2019

    Here are the results from a poll taken late May 2019 from ITDUG on Face Book.  Interesting look into the popularity of the IT Documentation tools available.  I like to give a statistics disclaimer that…

  • L10 – Level 10 Meetings Explained

    Jun 14, 2019

    You are probably reading this document because your team has decided to start using Level 10 meetings to get team input and create action plans to get the most important things done to reach your…