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How to Build an IT Roadmap for Small and Medium-Sized Businesses

Is your small or medium-sized business (SMB) navigating the complexities of technology adoption without a clear plan? Without a strategic IT roadmap, you risk misaligned investments and missed opportunities. An IT roadmap serves as a strategic blueprint, aligning your technology initiatives with your business objectives to ensure cohesive growth and innovation.

Understanding the IT Roadmap

An IT roadmap is a strategic document that outlines how your organization will leverage technology to achieve its business goals. It provides a structured approach to planning and implementing technology solutions that support your company’s mission and vision. For SMBs, an IT roadmap is essential to navigate the rapidly evolving technological landscape and maintain a competitive edge.

Benefits of an IT Roadmap for Small Businesses

Implementing an IT roadmap offers several advantages:

  • Alignment of Technology and Business Goals: Ensures that every tech initiative supports your overarching business objectives.
  • Optimized Resource Allocation: Helps in prioritizing investments, ensuring time and budget are spent on high-impact projects.
  • Enhanced Agility: Prepares your business to adapt swiftly to market changes with a proactive technology strategy.
  • Risk Mitigation: Identifies potential technological risks and outlines strategies to address them before they impact operations.

How To Build An Effective IT Roadmap

Step 1: Assess Your Current IT Infrastructure

Before you can plan for the future, you need to understand where your business stands today. Conduct an IT audit to evaluate your existing hardware, software, network, and security systems. 

Identify outdated technology, potential security risks, and inefficiencies that may be slowing down operations. Engage with employees to get feedback on their tech pain points and challenges—this can help you pinpoint areas for improvement.

Step 2: Define Business Goals and IT Needs

Your IT roadmap should be closely aligned with your company’s short-term and long-term objectives. Ask yourself:

  • Are you planning to scale operations?
  • Do you need better collaboration tools for remote teams?
  • Are you struggling with cybersecurity risks?
  • Do you want to migrate to cloud-based solutions for better flexibility?

 

By identifying your business priorities, you can determine which IT solutions are essential for achieving them.

Step 3: Prioritize IT Projects

Not all technology upgrades need to happen at once. Prioritize initiatives based on urgency, budget, and business impact. For example, cybersecurity enhancements should always be a top priority, while upgrading office computers may be a lower-tier investment if they’re still functional. 

A phased approach allows your business to implement changes efficiently without overburdening your team or finances.

Step 4: Budget and Allocate Resources

IT investments require careful budgeting. Factor in costs for new hardware, software licenses, cloud subscriptions, IT support, and training for employees. 

Managed IT services can help small businesses control costs while gaining access to expert support and enterprise-level technology. By setting a clear budget, you can avoid unexpected expenses and ensure that your IT initiatives are financially sustainable.

Step 5: Implement and Monitor Progress

Once you’ve outlined your IT initiatives, create a timeline for implementation. Assign responsibilities to key team members or partner with a managed IT services provider to oversee critical projects. Regularly review your IT roadmap, track progress, and adjust as needed based on evolving business needs, technology advancements, or cybersecurity threats.

An IT roadmap is not a one-time document—it’s a living strategy that should evolve alongside your business. By taking a proactive approach to IT planning, small businesses can minimize risks, improve productivity, and stay ahead in an increasingly digital world.

How WorkSmart Can Assist You

As you can see, there’s a lot that goes into building an effective IT roadmap–but you don’t have to do it alone. At WorkSmart, we specialize in helping SMBs develop and implement effective IT roadmaps. Our team provides comprehensive technology support, strategic guidance, and managed IT services tailored to your unique business needs. 

By partnering with us, you can ensure that your technology investments are aligned with your business objectives, positioning your company for sustained growth and success. Contact one of our Senior Business Advisors today for a one-on-one consultation to help with your business technology needs.

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WorkSmart Achieves Sophos Platinum Partner Status

sophos global partner program platinum

We are thrilled to announce that WorkSmart has been awarded the prestigious
Platinum Partner status by Sophos, a global leader in cybersecurity solutions.
This recognition places WorkSmart among an elite group of IT service providers with the highest
level of expertise and commitment to delivering advanced cybersecurity services.

Achieving Platinum Partner status signifies our dedication to providing top-tier security solutions and our proficiency in implementing Sophos’s comprehensive suite of products. This partnership enhances our ability to protect our clients against evolving cyber threats, including malware, ransomware, phishing attacks, and data breaches.

As a Sophos Platinum Partner, WorkSmart gains access to exclusive benefits, including:

  • Advanced Training and Certification: Ensuring our team remains at the forefront of cybersecurity developments.
  • Priority Support: Providing our clients with expedited issue resolution and dedicated assistance.
  • Collaborative Engagements: Working closely with Sophos on joint initiatives to deliver cutting-edge security solutions.

This milestone reflects our unwavering commitment to safeguarding our clients’ digital assets and reinforces our position as a trusted cybersecurity partner.

For more information about our cybersecurity services and how we can help protect your organization, please contact us.

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Blog

Top 5 Phishing Attacks in 2025 and How to Protect Yourself

Phishing attacks are evolving rapidly, becoming more sophisticated and harder to detect. In 2025, cybercriminals are using AI-driven scams, deepfake technology, and advanced social engineering tactics to trick individuals and businesses into revealing sensitive information. Over 3.4 billion phishing emails are sent daily—many using AI.

With phishing responsible for over 90% of data breaches, understanding the latest threats and knowing how to protect yourself is crucial. Below are the top five phishing attacks in 2025 and what you can do to stay safe.

1. AI-Generated Phishing Emails

Attackers are now using AI-powered tools to create highly personalized phishing emails that mimic the writing style of real people. These emails often appear to come from a trusted colleague, your bank, or a known vendor, making them harder to spot. AI-generated phishing messages have fewer grammar mistakes, making them much more convincing than traditional scams.

How to protect your business:

  • Always verify unexpected emails by calling the sender directly.
  • Look for slight variations in email addresses or domain names.
  • Use email security filters that detect AI-generated phishing attempts.

Deepfake Voice & Video Phishing (Vishing)

Deepfake technology is being used to clone voices and even generate fake video messages to deceive people into transferring money or sharing confidential data. Attackers can now call employees and sound exactly like their boss, instructing them to approve wire transfers or reset passwords.

How to protect your business:

  • Always confirm financial or sensitive requests through a second communication channel.
  • Train employees to recognize and question suspicious or urgent requests.
  • Implement multi-factor authentication for financial transactions.

3. QR Code Phishing (Quishing)

QR code phishing, or “quishing,” has become a major threat in 2025. Hackers are placing malicious QR codes on emails, signs, or even fake customer service messages, tricking users into scanning them. Once scanned, they direct victims to fraudulent websites that steal login credentials or install malware.

How to protect your business:

  • Never scan QR codes from untrusted sources.
  • Use a QR code scanner that shows the full URL before opening the link.
  • Be cautious of urgent messages asking you to scan a QR code for verification.

4. SaaS & Cloud Account Takeover Phishing

With more businesses relying on cloud-based applications, attackers are targeting Microsoft 365, Google Workspace, and other SaaS platforms with fake login pages. Victims receive emails that appear to be from IT support, asking them to log in to “resolve an issue.” Once they enter their credentials, hackers gain full access to their business accounts.

How to protect your business:

  • Always check the URL of any login page before entering credentials.
  • Enable multi-factor authentication (MFA) for all cloud accounts.
  • Train employees to recognize fake login attempts.

5. Supply Chain Phishing Attacks

Hackers are now targeting vendors and suppliers to compromise their communication channels. Instead of attacking companies directly, they infiltrate third-party systems and send fraudulent invoices, contract updates, or payment requests that appear to come from a trusted partner.

How to protect your business:

  • Verify any changes to payment details directly with the vendor.
  • Implement email authentication protocols like SPF, DKIM, and DMARC.
  • Use zero-trust security principles to minimize access to sensitive data.

Final Thoughts: Stay One Step Ahead of Phishing Attacks

Phishing attacks in 2025 are more advanced than ever, using AI, deepfake technology, and social engineering to deceive victims. Being aware of these threats and implementing strong security measures is key to protecting yourself and your business.

If you want to strengthen your cybersecurity posture, WorkSmart can help. We provide advanced phishing protection, employee training, and security solutions to keep your business safe.

Get in touch today and make sure your organization is phishing-proof.

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Blog

Why You Should Upgrade to the New Outlook for Windows

Microsoft has reimagined Outlook for Windows, bringing a fresh, modern experience designed to help you work smarter, not harder. With an updated interface, faster performance, and deep Microsoft 365 integration, the new Outlook is built to simplify email management, boost productivity, and enhance security.

If you’re still using the traditional Outlook, it’s time to explore what’s new. Let’s dive into how the latest version can help streamline your workflow and why it might be the upgrade you need.

Worksmart. Why Upgrade to the New Outlook?

What’s New in Outlook for Windows?

The new Outlook is more than just a redesign—it’s a smarter way to manage your emails, calendar, and tasks. Here’s what makes it stand out:

A Modern, Intuitive Interface

  • Say goodbye to clutter! The new Outlook offers a cleaner, more organized look that makes navigation effortless.
  • Focus on what matters with a simplified ribbon that keeps essential tools at your fingertips.

Faster & More Efficient

  • Lightning-fast search helps you find emails in seconds.
  • Enjoy real-time syncing across devices, so your inbox is always up to date.

Smarter Calendar & Scheduling

  • Use AI-powered scheduling to find the best meeting times.
  • Quickly switch between email and calendar with a seamless, built-in integration.

Deep Microsoft 365 Integration

  • Attach OneDrive files directly and edit them without leaving Outlook.
  • Get real-time collaboration with Microsoft Teams and Copilot.

Enhanced Security & AI Features

  • Advanced phishing and malware protection keep your inbox safe.
  • AI-powered email sorting helps prioritize important messages.

Outlook

Why Make the Switch?

Microsoft introduced the new Outlook for Windows in May 2022 as a preview, and by September 2023, it became generally available for personal accounts. The transition to this modern experience will continue over the next few years, with Microsoft planning to support the classic Outlook until at least 2029. However, starting January 2025, some business users on the Current Channel will automatically be switched to the new Outlook, though they’ll still have the option to revert for now.

It’s Built for the Future

  • Traditional email platforms were designed for an era before cloud-first work.
  • The new Outlook keeps everything in sync so you can access emails and files anytime, anywhere.

Seamless Workflow with Microsoft 365

  • If you use Teams, OneDrive, or SharePoint, you’ll love how easily everything connects in the new Outlook.
  • No more switching between apps—everything is right where you need it.

AI That Works for You

  • Outlook now intelligently sorts your inbox, so you spend less time managing emails and more time getting things done.
  • Built-in Copilot features help with drafting emails, summarizing conversations, and suggesting next steps.

How to Get Started with the New Outlook

  • Look for the “Try the new Outlook” toggle in your current Outlook or Windows Mail app.
  • Click the toggle to install the new version.
  • Sign in with your Microsoft account, and your settings and emails will sync automatically.
  • Start exploring the new features designed to save you time and simplify your workflow.

Final Thoughts: Ready to Upgrade?

The new Outlook isn’t just a redesign—it’s a smarter, more secure, and more connected experience. If you’re looking for a way to improve efficiency, integrate seamlessly with Microsoft 365, and take advantage of AI-powered tools, this is the upgrade you’ve been waiting for.

Try the new Outlook today and experience a more streamlined way to work!

Need help managing your Microsoft 365 setup? WorkSmart’s IT experts can help your business get the most out of its tools.

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Microsoft 365 Blog

What Is Office 365 Copilot and How Can It Help Your Business?

Artificial intelligence is revolutionizing the workplace, and Microsoft has introduced Office 365 Copilot to harness its potential for productivity and efficiency. Designed to act as an AI-powered assistant, Copilot integrates seamlessly into Microsoft 365 apps like Word, Excel, Outlook, and Teams, helping businesses achieve more in less time. 

At WorkSmart, we understand the importance of leveraging “the right technology, not more technology,” to support your business goals. Let’s explore what Office 365 Copilot is and how it can benefit your organization.

What Is Office 365 Copilot?

Office 365 Copilot is an intelligent assistant built on OpenAI’s GPT technology, designed to help users maximize their productivity. Embedded directly into the Microsoft 365 ecosystem, Copilot offers real-time assistance by generating content, analyzing data, and streamlining communication. Unlike standalone AI tools, Copilot works within your existing Microsoft apps to provide context-specific suggestions and automate tasks.

One of the standout features of Copilot is its ability to securely handle organizational data. It operates under Microsoft’s enterprise-grade security and privacy standards, ensuring your sensitive information remains protected while delivering powerful insights and efficiencies.

How Office 365 Copilot Helps Businesses

Enhancing Productivity Across Teams

Collaboration is key in today’s workplace, and Office 365 Copilot helps streamline teamwork. For instance, in Outlook, it can summarize lengthy email threads so employees can quickly grasp the context without sifting through dozens of messages. In Teams, it creates concise meeting summaries and even translates conversations, making it easier for global teams to stay aligned.

Streamlining Document Creation and Editing

Creating and editing documents can be time-consuming, but Copilot simplifies these tasks. It can generate polished reports, proposals, or summaries in Word from rough drafts or bullet points. Marketing teams, for example, can create branded presentations in a fraction of the time it would typically take, as Copilot ensures consistent formatting and professional output.

Data Analysis and Insights

In Excel, Copilot takes data analysis to a new level. By transforming raw data into actionable insights, it helps businesses visualize trends and patterns with automatically generated charts and graphs. Sales teams can use these tools to quickly assess pipeline health and identify opportunities for growth without manually crunching numbers.

Improving Communication

Clear communication is essential, and Copilot excels at improving how businesses interact with clients and internal teams. It drafts emails in Outlook with suggestions to enhance tone and clarity, ensuring professionalism. Additionally, it automates follow-up reminders, helping customer service teams respond faster and more effectively.

Automating Repetitive Tasks

Many tasks, while essential, are repetitive and time-consuming. Copilot steps in to automate processes like scheduling meetings, updating project statuses, and managing task assignments. For HR teams, this means more efficient onboarding processes, while project managers can focus on strategic initiatives rather than administrative duties.

Should Your Business Use Office 365 Copilot?

A common refrain in technology these days is that businesses and team members will not be replaced by AI, but businesses and team members that use AI to perform better will replace those who shun AI. 

In today’s world, it’s a great idea to take a look at Copilot and other tools that utilize AI intelligently to deliver better, faster results for their clients and team members. Office 365 Copilot can help with that, and provides several benefits for businesses, including:

  • Time Savings: By automating routine tasks, employees can focus on strategic initiatives.
  • Improved Collaboration: Teams can communicate more effectively and stay aligned with streamlined workflows.
  • Enhanced Creativity: AI-generated ideas and content help with innovation.
  • Data-Driven Decisions: Insights from tools like Excel empower businesses to make smarter choices.
  • Increased Efficiency: Automating repetitive processes ensures that operations run smoothly.

By integrating Copilot, businesses can work smarter—not harder—achieving greater results with fewer resources.

Getting Started with Office 365 Copilot

Implementing Office 365 Copilot begins with ensuring your organization has the right Microsoft 365 licensing and configuration. WorkSmart’s team of IT experts can guide you through this process, helping you integrate Copilot into your existing systems seamlessly. Training employees to use Copilot effectively is another critical step—our team provides personalized support to ensure your business can unlock the full potential of this tool.

Work Smarter With Microsoft Copilot

Office 365 Copilot represents a significant step forward in how businesses can use AI to enhance productivity, collaboration, and decision-making. With its ability to automate tasks, analyze data, and improve communication, it’s a powerful tool for companies looking to do more with less. 

At WorkSmart, we believe in equipping businesses with “the right technology, not more technology,” to drive sustainable growth and success. Discover how Microsoft Copilot can revolutionize your team’s productivity by signing up for our exclusive pre-recorded webinar. Receive a comprehensive 21-page presentation and practical tools to implement AI-powered solutions at your convenience. Register now to unlock your team’s potential.

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Blog

Introducing Michael Hamuka: WorkSmart’s New CEO to Lead WorkSmart into the Future

At WorkSmart, we’ve always believed in innovation, excellence, and delivering unmatched value to our clients. Today, we’re excited to announce a leadership milestone that reflects these values. Michael Hamuka, a seasoned visionary with over 25 years of experience, has been appointed as our new Chief Executive Officer (CEO).

This marks the beginning of an exciting chapter for WorkSmart as we look to the future under Michael’s exceptional leadership.

 

A Proven Leader with a Vision

Mike Hamuka Michael Hamuka joins us with an impressive track record of success in transforming businesses and driving sustainable growth. Most recently, as the Chief Revenue Officer at NexusTek, Michael was instrumental in reshaping their go-to-market strategies and leading the integration of multiple acquired companies. His leadership resulted in a stronger, more cohesive organization that thrived in an ever-evolving market.

Prior to NexusTek, Michael held senior roles at IBM, Wipro, and DXC, leading growth initiatives and transformation projects for clients ranging from small and mid-sized businesses to large enterprises. His ability to blend technical expertise with strategic insight has positioned him as a trusted leader in the IT services industry.

“I am honored to join WorkSmart as the CEO,” Michael shared. “The company has a strong foundation built on innovation and delivery excellence. I am excited to work with this talented team to lead the next phase of growth and deliver unparalleled value to our clients.”

What This Means for WorkSmart

Michael’s arrival marks an exciting turning point for WorkSmart. With his leadership, we are poised to enhance our service offerings, expand into new markets, and continue pushing the boundaries of technological innovation.

“Michael’s strategic vision and forward-thinking leadership align perfectly with WorkSmart’s mission to provide innovative solutions that empower businesses,” said Ricky Ayers, WorkSmart Co-Founder and CFO. “His emphasis on collaboration, agility, and customer satisfaction is exactly what we need as we embark on this next phase.”

“Embracing new leadership after 16 years is an exciting opportunity to blend experience with fresh perspectives, helping to drive our team and clients towards even greater success. It means great things ahead.” – Marissa Wehman, WorkSmart Account Director.

“Michael is a true leader with a deep understanding of the industry, he brings a fresh perspective, emphasizing transparency, trust, and personal accountability. With his high energy and action-oriented approach, both our clients and our team will greatly benefit from his leadership.” – Laura Josephson, WorkSmart Account Director.

Under Michael’s guidance, we’re excited to take bold steps toward fostering even greater client success and building on the trust that has defined WorkSmart for years.

Looking to the Future

As we welcome Michael Hamuka to the WorkSmart team, we’re filled with optimism about what’s ahead. With Michael at the helm, we’re confident that WorkSmart will continue to set new standards in managed IT services and business solutions.

Stay tuned for updates as we embark on this exciting journey together.

WorkSmart’s future is bright, and we’re thrilled to have Michael lead the way.

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Blog The WorkSmart Way

Case Study: Securing Financial Data: A Comprehensive Cyber Risk Assessment for a North Carolina-based Financial Services Company

Client Overview

Company: NDA
Industry: Finance
Location: Raleigh, NC
Number of Users: 50+
Challenges: The client was concerned about potential cybersecurity vulnerabilities. They wanted to ensure a secure environment with no open gaps or weaknesses, particularly regarding sensitive financial data.

Client’s Request

We want to do a complete cybersecurity review of our environment and make sure there are no open vulnerabilities or gaps that we can remedy.

Solution Provided

Vulnerability Scans

Our team conducted internal and external vulnerability scans, with a focus on finance-specific systems like client data storage, payment processing, and confidential records management.

Gap Identification

The results of the scans and meetings were compiled to identify vulnerabilities, and our team provided a clear summary of the client’s security posture.

NIST CSF Consultation

Our specialists held several meetings with the client’s team to ask key questions based on the NIST Cybersecurity Framework (CSF), focusing on their current security status and long-term security goals.

Solution Design

Our specialists demonstrated how WorkSmart’s services could address security gaps, such as outdated software, insecure access points, and unpatched vulnerabilities.

Next Steps

WorkSmart presented the findings as a deliverable including outlined next steps, creating a tailored plan to enhance security and close identified gaps.

Solution Implementation

Service: ManagedShield Cyber Risk Assessment
Technologies Used:

  • Vulnerability scanners, secure network monitoring tools, and enhanced endpoint security systems.
  • Multi-factor authentication (MFA) for secure access to financial data.

Assessment Details: Our specialists conducted a thorough review of the client’s firewall configurations and security measures around sensitive financial information, including transaction data and customer records.

Metrics and Results

40% Vulnerability Reduction: The client experienced a 40% reduction in identified vulnerabilities within the first two months of implementing our recommended security measures.
Increased Detection Speed: Our enhanced security protocols enabled faster detection and response to potential threats, minimizing downtime and improving operational security.
Improved Security Posture: The client saw a significant improvement in their overall cybersecurity readiness, particularly in areas critical to financial operations.

Value Delivered

  • Comprehensive understanding of the company’s cybersecurity posture.
  • Clear and actionable plan to address security gaps.
  • Enhanced protection for sensitive financial data, improving client trust and regulatory compliance.
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Managed IT Services vs. In-House IT: Making the Right Choice for Your Business

The choice between managed IT services and building an in-house IT team is a significant decision for any business. Technology drives growth, supports daily operations, and keeps your business competitive, so making the right choice is essential. This article will guide you through the considerations to help determine which approach aligns best with your business needs.

Understanding Managed IT Services and In-House IT

Before diving into specifics, it’s important to understand the core differences between these two options. Managed IT services involve partnering with an external provider, like WorkSmart, that offers a full range of IT solutions. This includes everything from security and support to regular maintenance and scalability options tailored to your growth.

In contrast, in-house IT relies on hiring, training, and managing a dedicated internal team. This team is responsible for every aspect of your technology, from handling day-to-day support to managing cybersecurity and strategic planning.

Each option has its merits, and the best choice depends on factors specific to your business, such as budget, growth goals, and security needs. Let’s examine these key considerations in more detail.

Key Considerations for Business Owners

Cost Efficiency

One of the most immediate factors that comes to mind in choosing between managed IT and in-house IT is cost. Managed IT services offer a predictable subscription-based model, covering a comprehensive range of services without the overhead of hiring full-time employees. This model not only simplifies budgeting but also minimizes surprise expenses, such as emergency repairs or security incidents.

In-house IT, however, comes with fixed costs in the form of salaries, benefits, training, and additional overhead. For smaller teams, there’s also the expense of additional resources or hiring when specialized skills are needed. Over time, managed IT services can offer cost savings by eliminating these fluctuating costs, while in-house IT may be beneficial if your team requires constant on-site support for highly specific tasks.

Scalability and Flexibility

As businesses grow, so do their technology needs. Managed IT services are designed with flexibility in mind, allowing you to quickly scale resources up or down based on demand. Whether you’re launching a new branch, expanding your workforce, or adopting new tools, managed IT services provide the agility to adapt without delay.

On the other hand, scaling an in-house IT team takes time and resources. Hiring and onboarding new talent, investing in infrastructure, and adapting workflows can slow down expansion plans. For businesses with unpredictable growth, managed IT services offer a seamless way to accommodate new challenges without the long-term commitment of building an in-house team.

Access to Specialized Expertise

The IT landscape is constantly evolving, with new security threats, software tools, and compliance requirements emerging regularly. With managed IT services, you gain access to a team of experts with specialized skills in areas such as cybersecurity, cloud management, and data compliance. Managed IT providers invest in certifications and ongoing training, ensuring your business benefits from the latest knowledge and best practices.

In-house IT teams, especially in smaller businesses, often face limitations in expertise due to the breadth of responsibilities and limited team size. Maintaining certifications, keeping up with emerging threats, and managing day-to-day tasks can spread in-house teams thin, potentially impacting performance.

Security and Compliance

Security is a top priority in today’s digital world. Managed IT providers implement rigorous security protocols and ensure compliance with industry standards, minimizing risks and providing peace of mind. They actively monitor your systems, identifying vulnerabilities and addressing threats before they affect your operations. Compliance is also critical, especially for businesses in regulated industries, and managed IT providers have the expertise to meet these requirements seamlessly.

In-house IT teams, while capable, often lack the bandwidth or specialized training needed for high-level security and compliance management. Without the resources to stay updated on regulations, in-house teams may struggle to meet the same level of protection provided by managed IT services.

Availability and Support

Downtime can be costly, both in terms of lost productivity and potential revenue. WorkSmart has an expert team on call, 24x7x365, ensuring your systems remain operational and issues are resolved quickly, regardless of the time or day. This level of support helps reduce the risk of downtime and keeps your business running smoothly.

In contrast, in-house IT support is generally limited to standard business hours unless you invest in a larger team to cover after-hours needs. As a result, businesses with an in-house team may experience slower response times during nights, weekends, or peak demand periods, which can affect productivity and customer satisfaction.

Technology Management and Maintenance

Proactive maintenance, regular software updates, and lifecycle management are all essential to running an efficient IT environment. Managed IT services handle these tasks seamlessly, allowing your team to focus on core business objectives instead of worrying about routine maintenance. Your provider keeps systems up to date, addresses potential issues before they escalate, and ensures that technology assets are optimally managed.

With an in-house IT team, these responsibilities fall on your employees, which can impact their availability for strategic tasks. Regular maintenance and updates may be deprioritized during busy periods, potentially leading to performance issues or vulnerabilities.

When to Choose Managed IT Services

Managed IT services are ideal for businesses seeking a strategic advantage through scalable, cost-effective solutions. We provide access to specialized expertise, enhance security, and support growth without the administrative overhead of managing an internal team. If your business operates in a fast-changing environment, requires around-the-clock support, or faces compliance demands, managed IT services offer an efficient, flexible solution.

When to Choose In-House IT

For some businesses, an in-house IT team is the right choice. Organizations that need complete control over their IT operations or operate in highly specialized fields may benefit from having dedicated IT staff on-site. Businesses with stable, well-defined IT needs and a low tolerance for outsourced services may also prefer an in-house team to maintain close alignment with company culture and goals.

WorkSmart Co-Pilot: Co-Managed IT Combining the Best of Both Worlds

In some cases, a hybrid approach combining in-house and managed IT services offers the ideal balance of control and support. Our CoPilot co-managed IT services allow companies to maintain core IT functions internally while outsourcing specific tasks, like cybersecurity or cloud management, to a managed provider. This approach enables businesses to leverage external expertise where it’s needed most while retaining control over essential functions.

Why You Should Choose WorkSmart For Your Managed IT Services Partner

Choosing between managed IT services and in-house IT is a complex decision that requires careful consideration of costs, scalability, expertise, security, and support needs. By assessing these factors and aligning your choice with your business goals, you can determine the best fit for your organization.

If you’re ready to see how managed IT services can help streamline operations, enhance security, and support growth, schedule a free consultation with WorkSmart today. Our experts are here to help you explore the benefits of managed IT and create a solution tailored to your business.

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Blog

The Importance of IT Audits for Businesses: Identifying Risks & Enhancing Efficiency

As technology makes its way into more and more facets of business, businesses rely heavily on it to operate efficiently and stay competitive. But without regular oversight, IT systems can become vulnerable to security risks, inefficiencies, and costly licensing penalties. That’s where IT audits come in.

An IT audit is a comprehensive evaluation of a business’s technology infrastructure, applications, and processes. For businesses with limited in-house IT resources, partnering with a managed IT services provider like WorkSmart can make this process seamless. Here’s why IT audits are critical for your business and how they can deliver valuable insights into security, efficiency, and compliance.

Uncover Hidden Security Risks

Cybersecurity threats are on the rise, and they can have devastating consequences for businesses of all sizes. IT audits help businesses identify vulnerabilities in their systems, from outdated software to misconfigured networks and improper access controls.

By conducting regular audits, businesses can detect security gaps before they are exploited. For example, an audit might reveal areas where sensitive data is unprotected or where unauthorized users have access to critical systems. With these insights, businesses can take proactive measures to mitigate these risks, strengthening their defenses against cyber threats like malware, ransomware, and phishing attacks.

At WorkSmart, we emphasize security as a key part of our managed IT services, helping businesses implement robust protections based on audit findings. This ensures that your company remains secure, compliant with industry regulations, and resilient in the face of potential cyberattacks. Side note – is your organization secure? Find out with our Free Cybersecurity Checklist!

WorksMart-CyberSecurity checklist

Identify Opportunities for Greater Efficiency

Beyond security, IT audits can provide valuable insights into the efficiency of your technology infrastructure. Many businesses are running outdated or misaligned systems that slow down processes, increase downtime, and frustrate employees.

An IT audit can identify inefficiencies such as redundant systems, outdated hardware, or underutilized software. This information allows businesses to streamline their operations, replacing or consolidating tools, and adopting more efficient workflows. (Read more: Cybersecurity 101: The Essential Pieces To Have In Place)

For example, an audit may show that your current on-premises servers are nearing capacity, which could lead to costly outages. Moving to cloud-based solutions could improve scalability and flexibility, enabling your business to grow without the limitations of outdated technology. With WorkSmart, we help businesses transition to more efficient systems and make the most of their technology investments.

Avoid Costly Licensing Exposures

Many businesses are unaware of their software licensing obligations, which can lead to significant penalties if left unchecked. Vendors often conduct audits of their own, and businesses found to be non-compliant can face hefty fines.

An IT audit will review all software licenses, ensuring that your business is compliant with vendor agreements. This includes identifying any under-licensed or over-licensed software, as well as uncovering any expired licenses.

By keeping your software licensing in check, you not only avoid potential penalties but can also optimize your IT budget. Paying for unused software can quickly add up, so an audit can help you eliminate unnecessary expenses while ensuring compliance.

At WorkSmart, we partner with businesses to manage their software licensing, helping them avoid surprise vendor audits and potential penalties. With our ongoing support, you’ll always know that your licensing is up to date and compliant.

sybersecurity webinar

Get Started With Your IT Audit Today

IT audits provide businesses with a clear picture of their technology infrastructure, helping them improve security, boost efficiency, and ensure compliance with licensing requirements. By proactively conducting IT audits, businesses can identify and address vulnerabilities before they become costly problems.

At WorkSmart, we specialize in providing comprehensive IT audits as part of our managed IT services. Whether you’re looking to secure your business, streamline operations, or ensure compliance, our team is here to help you achieve your technology goals with confidence.

Contact us today to learn more about how we can assist your business through IT audits and managed IT services.

Get a Free Quote

 

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Cybersecurity 101: The Essential Pieces To Have In Place

As technology becomes more prevalent in every piece of business environments, businesses face growing cybersecurity threats. If you own a small to medium sized business, you may not think you’re a prime target, but the reality is that cybercriminals often see smaller businesses as easier entry points. This is why having a robust cybersecurity strategy is essential to safeguard your company’s data, reputation, and continuity.

Here are some of the critical cybersecurity measures every business should have in place to ensure security and continuity for their business:

1. Firewall and Network Security

A firewall is the first line of defense between your internal network and external threats. It monitors incoming and outgoing traffic, blocking suspicious activity before it becomes a problem. A robust firewall, complemented by network monitoring, ensures that your systems are protected from unauthorized access.

At WorkSmart, we offer ManagedShield Firewalls to ensure your firewall is always configured properly, monitored and up to date to protect your network resources. Learn more about our cybersecurity services and how we can help secure your network.

2. Data Encryption

Encryption is key to protecting sensitive business data, both when it’s at rest and in transit. When sensitive information—like customer records or financial data—gets encrypted, it becomes unreadable to unauthorized parties. For small businesses, investing in encrypted solutions for emails, communications, and file sharing is critical to protect sensitive data from breaches. 

Whether you’re looking to improve your security posture or have compliance standards you need to meet, the team at WorkSmart is able to help you reach your goals.

3. Multi-Factor Authentication (MFA)

Passwords alone are no longer sufficient. Multi-factor authentication (MFA) with conditional access adds an extra layer of security by requiring users to verify their identity through an additional method, such as a text message or an authentication app. This drastically reduces the chances of unauthorized access to your systems, even if passwords are compromised.

Implementing MFA across your organization will make it significantly harder for cybercriminals to gain access to your sensitive systems. WorkSmart is a leader in Microsoft 365 security strategies, and can help you meet your organizational goals.

4. Regular Software Updates and Patch Management

Outdated software is one of the most common entry points for cyberattacks. Hackers exploit vulnerabilities in outdated systems to gain access to networks. Regularly updating your software and applying security patches as soon as they’re released helps close these gaps.

Our ManagedShield programs can help by having our team manage this process, ensuring your systems are always up-to-date without disrupting daily operations.

5. Employee Cybersecurity Training

Your employees are often your weakest link when it comes to cybersecurity. Phishing scams, malware, and social engineering attacks are specifically designed to trick employees into unknowingly handing over sensitive information. Regular training ensures that your staff is aware of the latest threats and knows how to identify suspicious activities.

At WorkSmart, we offer comprehensive Security Awareness Training training as part of our broader cybersecurity services to help protect your business from human error.

6. Data Backup and Disaster Recovery Plan

Even with the best defenses in place, data breaches or other disasters can still happen. A secure, offsite data backup and a comprehensive disaster recovery plan are critical to ensuring business continuity in the event of an attack. This plan should include detailed steps on how to restore operations quickly to minimize downtime and data loss.

WorkSmart’s DataVault services ensure that your business can bounce back quickly after any unexpected disruptions whether your data is in the cloud, or local in your office.

7. Endpoint Security and Mobile Device Management (MDM)

With the rise of remote work, employees increasingly access company data from various devices, including laptops, tablets, and smartphones. Each device presents a potential entry point for cybercriminals. Implementing endpoint security and mobile device management (MDM) allows your business to monitor and control access across all devices, ensuring that only authorized users have access to critical data.

WorkSmart can help manage and secure these endpoints to safeguard your business.

WorkSmart-CyberSecurity Checklist

Improve Your Business’ Security Posture Today

By having these essential cybersecurity measures in place, your small business can reduce the risk of falling victim to cyberattacks and ensure you remain compliant with industry standards. At WorkSmart, we are committed to helping small businesses like yours implement comprehensive, scalable cybersecurity strategies. Visit our cybersecurity services page to learn more about how we can keep your business secure.