Chat TSG

The Official Podcast of Gross Mendelsohn's Technology Solutions Group

Chat TSG dives into the latest topics from our Technology Solutions Group.

We span the gamut — from conversations about accounting systems, cyber security and networking to tarantulas, skydiving and espresso overdoses, we're ready to chat and share insights with listeners!

 

 

 

Episodes

Reporting and Analytics Built for Business Central

Are you using or considering Microsoft Dynamics 365 Business Central as your ERP? We’re joined by Andrew Pierson at Cosmos Data Technologies to dive into their cloud-based reporting and analytics tool specifically designed for Business Central. 

Cosmos addresses common reporting challenges, allowing you to easily create custom reports in Excel or build Power BI dashboards with improved data in their centralized cloud platform.

 

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Modernizing AP Processes Within ERP Systems

On this episode, we chat with Brendan Coffey at Mekorma about their accounts payable (AP) automation solution that can be embedded into Microsoft Dynamics GP and Business Central.

Find out how businesses using Mekorma are equipped to innovate formerly manual AP processes, continuously adopt best practices and utilize AI for tasks, such as extracting data from invoices.

 

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How to Prepare for Microsoft Dynamics GP’s End of Life

With Microsoft Dynamics GP's end of life scheduled for September 30, 2029, many users are contemplating their next move. Michael Marinaro, CPA, partner in our Technology Solutions Group, shares the details of GP's end of life, your options and what to consider when planning your transition to a new ERP system.

 

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Implementing In-House Payroll, HR & Tax Compliance

On this episode, we're joined by Jason Kools and Mike Halford at Greenshades to chat about their complete platform for payroll, tax compliance and human resources. Their solution integrates with ERPs (including the Microsoft Dynamics product line) and allows businesses to control how to make payments for payroll and taxes, while granting ease of use, compliance, employee self-service and greater control over data.

 

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Fortifying Network Security, Endpoint Protection & Multi-Factor Authentication

We're joined by Matt Gaylord at WatchGuard Technologies to discuss how businesses can strengthen their network security through implementing effective endpoint protection and multi-factor authentication. Find out what you can do to protect your business, along with how cyber security solutions are responding to the onset of AI.

 

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Embedded HR & Payroll Solutions for Microsoft Dynamics ERPs

Microsoft Dynamics GP & Business Central users — we chat with Patrick Doolin, CEO of Integrity Data, to discuss their human resources and payroll solutions that integrate directly with GP or Business Central.

Find out how you can streamline your HR and payroll operations with modernized software right within your ERP system for greater data accessibility, efficiency and more accurate metrics.

 

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Optimizing Inventory Levels With Effective Supply and Demand Planning

We're joined by Karen Wainwright at Netstock to discuss automating inventory management and improving supply and demand planning with their cloud-based solution, which integrates with ERP systems like NetSuite and Business Central.

 

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Payables Automation for Your ERP

We're joined by Tiffany Allen at Corpay to discuss integrating advanced AP automation into ERP systems. Find out what ERPs integrate with Corpay's total spend management platform and how their solution can seamlessly usher you into safer and more efficient AP processes, protecting your company from potential fraud and freeing up your team's time and resources.

 

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Connecting Your Business Applications With an iPaaS Solution

Connecting your various business applications is made simple with an integration platform as a service (iPaaS) solution. On this episode, we chat with Craig March at Celigo about their iPaaS solution, the systems they integrate and how you can improve your business processes with reliable, consistent data across your applications.

 

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Cyber Security Readiness: Risk Assessments, Compliance and the Impact of AI

We're celebrating Cyber Security Awareness Month this October with Steve Rutkovitz, founder and CEO of Choice Cyber Solutions.

Steve shares what businesses can do to strengthen their cyber security and compliance efforts, and the risks to be weary of in the age of AI.

 

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Extend Your ERP System for Better Field Operations

We're joined by John Macdonald, group chief sales officer and regional president, North America at ExpandIT, to discuss how businesses can enhance their field services with ExpandIT's add-on solution for ERP systems.

If your business is using Microsoft Dynamics 365 Business Central or Dynamics GP and want more from your system out in the field, this episode is for you!

 

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Navigating Compliance With a Managed Services Provider

We're back with Josh Beitler to analyze the pivotal role of a managed services provider in helping organizations establish and maintain compliance requirements.

 

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Automating Financial Planning, Reporting & Analytics For Your Business

We’re joined by Rishi Grover, co-founder and chief solutions architect at Vena Solutions, to explore Vena’s user-friendly financial planning platform and its value add to businesses of all sizes looking to automate manual processes in Excel.

Vena’s solution natively integrates with source systems, including various ERPs and Microsoft’s product suite, for a streamlined transition to enhanced financial processes.

 

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What Makes End User Cyber Security Imperative

We chat with Peter Ayers, a systems administrator and network engineer for Gross Mendelsohn’s internal IT team, about end user cyber security and why it needs to be a priority for businesses and individuals.

Anyone who has access to your corporate (or personal) data is an end user. That’s why it’s so important that end users are informed of the latest threats and cyber security best practices.

 

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Cloud Backups: What You Should Know

Josh Beitler is back to give the rundown on cloud backups for your data. Simply being in the cloud is not enough — you still have to make sure your information is securely stored and accessible so you don't lose everything in the event you're compromised.

 

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The CrowdStrike Debacle

We speak with Jeremy Weisinger, a senior network consultant and engineer at Gross Mendelsohn, about the CrowdStrike outage on Friday, July 19, 2024. The tech company's global outage wreaked havoc on many industries, from airlines to financial institutions, halting the use of systems until the issue was resolved. 

It begs the question — are we simply at the mercy of big tech companies, hoping they get their updates right?

 

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A Cyberattack Like We've Never Seen Before

We're joined by Josh Beitler, a network consultant and engineer on our team, to discuss a recent cyberattack that he encountered with a client where the attacker got past multi-factor authentication (MFA).

Find out what happened, how Josh got to the bottom of it and what you should do to defend against cyber threats.

 

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What Is Cloud-Based ERP Software?

You likely hear about “the cloud” constantly, but when it comes to your accounting system and business needs, what is it?

In this episode, Michael Marinaro, CPA, explains the basics of “cloud-based” when it comes to ERP systems and software.

Click here to watch the video version.

 

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Intro to Chat TSG

Get the rundown on what our podcast is all about and what listeners can expect moving forward.


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Meet the Partners: Sharon Paul, CPA

We sit down with Sharon to find out what led her to a career in helping clients evaluate and implement accounting systems. A penchant for computers played a role. 💻

But it's not all work and no play — Sharon shares her experience skydiving (and whether she'd do it again), her passion for cooking and more! 🛩️


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Meet the Partners: Chris Haiss, CPA

We talk to Chris about her journey working with accounting technology. Learn what factors she's seen contribute to successful ERP implementations, big and small, throughout her career. You'll also get to hear about her encounter with a client's foreign coffee machine... ☕

Outside of work, Chris is an avid traveler. Find out what country she had the best cup of joe — and the animal that's responsible for it! 🐭


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Meet the Partners: Michael Marinaro, CPA

We chat with Mike about how he came across the Technology Solutions Group and his work with accounting system implementation, support, integration and customization. He lets us in on one of his greatest learning experiences with test migrations and promising go-live dates to clients. 😅

When he's not working, you can find Mike on a bike. Bicycle or motorcycle? Both? Listen to find out. 🚲


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Meet the Partners:
Bill Walter, PMP

Bill is in charge of the cyber security and network infrastructure side of our team. We discuss how he entered the field, how it's transformed, the flexibility involved in addressing client needs and what to look for in a managed IT services provider. 🔎

Bill is known for having exotic pets — one which might make you squirm. Find out how they became a part of his household. 🕷️ 


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Have questions, comments or suggestions for the podcast? Contact our team.