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AI in 2026: Five Practical Predictions for Small Businesses

Fri, 14 Aug 2026 08:44:32 +0000

AI predictions have a habit of going one of two ways. Either they promise that everything is about to change overnight, or they are so vague that almost anything can count as being right.

The reality in 2026 is a little more useful.

A recent Wise article highlighted five major themes for the year: AI agents, businesses creating more tailored AI systems, measurable returns from specific types of work, AI becoming embedded into existing software, and the continued importance of human oversight. Six months into the year, there is already plenty of evidence to test those ideas against.

For small businesses, the important question is not whether every prediction comes true. It is where AI can genuinely save time, improve a process or remove repetitive work without creating a bigger problem somewhere else.

Here is our view.

1. AI agents will start doing jobs, not just answering questions

Most people first experienced generative AI as a chatbot: ask a question, get an answer.

Agents go a step further. Instead of simply telling you what to do, an agent can potentially complete a sequence of steps across different systems. That could mean reading a support request, checking the customer record, looking up an order, applying a company policy and preparing or carrying out an approved action.

That is no longer just a future concept. Google and OpenAI now offer enterprise systems specifically designed around agents that connect to company tools, follow permissions and operate across multi-step workflows. Gartner forecasts that up to 40% of enterprise applications will contain task-specific agents by the end of 2026, compared with less than 5% when it made the forecast in 2025.

But there is an important reality check. Stanford’s 2026 AI Index found that actual agent deployment was still in the single digits across nearly all business functions during 2025.

So yes, agents are coming. No, you probably do not need an army of digital employees next Tuesday.

For SMEs, the best starting point is one well-defined process with a clear outcome and clear limits.

AI agents can take on routine tasks across email, CRM, scheduling and documents, helping teams focus on higher-value work.

2. The most useful AI will disappear into the software you already use

The biggest AI change may be the one you notice least.

Deloitte predicts that daily use of generative AI inside search engines will be three times more common than use of standalone GenAI tools in 2026 and beyond. More broadly, it expects much of AI’s growth to come through features added to software people already use.

That makes sense for a business.

Opening another AI website, copying information into it and then copying the result back into your CRM is not much of an automation. The bigger opportunity is AI working directly inside your email, CRM, finance system, help desk or document workflow.

For an SME, that could look like an incoming enquiry being classified automatically, a CRM record being updated, a draft response being prepared and the right colleague being asked for approval.

The AI itself becomes less interesting. The workflow becomes more important.

Rather than living in separate tools, AI will become embedded across everyday workflows, quietly assisting with tasks, insights and communication.

3. AI value will be found in boring, measurable work

This might be the least exciting prediction, but probably the most useful.

Stanford’s review of productivity research found some of the largest gains in structured, measurable tasks, including customer support, software development and marketing output. OpenAI’s own enterprise research similarly reports substantial numbers of users seeing faster marketing execution and IT issue resolution.

That points SMEs towards a simple rule: look for work that happens frequently, consumes measurable time and has an output you can check.

Good candidates might include first drafts of routine content, customer-service triage, meeting or document summaries, data classification, recurring reports, information retrieval, invoice processing or preparing information before a human makes a decision.

That does not mean every process should use AI. If a conventional workflow or automation rule can do the job more reliably and cheaply, use that instead.

AI should solve a problem, not become the problem.

The most valuable AI will connect directly with the systems businesses already use, bringing together data from CRM, finance, support and operations.

4. You may need your own AI workflow, but not your own AI model

Wise suggests businesses should consider building their own AI tools rather than relying entirely on generic products. The underlying point is sound, but for an SME we would interpret it differently.

Building your own AI does not have to mean training a giant model.

In many cases, the more practical approach is to use an established model while building your own business logic around it: your data sources, CRM records, approval rules, permissions, integrations and processes.

Current enterprise AI platforms are moving in exactly this direction. Google, for example, now supports multiple first-party and third-party models inside one agent platform, alongside orchestration, identity, security and evaluation tools.

That is useful because the “best” model will keep changing. Stanford reports that leading models are increasingly close on headline performance, shifting more of the practical decision towards reliability, cost and performance for a particular domain.

For most SMEs, your competitive advantage is unlikely to be the underlying language model. It is much more likely to be how well AI understands and fits your business process.

Businesses will increasingly judge AI by the results it delivers, from time saved and lower costs to better productivity and decision-making.

5. Human oversight becomes more important as AI gets more capable

The more an AI system can do, the more important its boundaries become.

An AI writing a first draft presents a very different level of risk from an AI that can modify a customer account, trigger a payment, send an external message or access confidential business data.

The UK government’s voluntary AI cyber security code calls for defined business requirements, security risk assessment, staff training, audit trails, controlled permissions, testing and human responsibility. EU requirements also impose human-oversight duties in specified high-risk uses.

This is why “human in the loop” needs to mean more than somebody glancing at an answer.

A sensible AI workflow should make it clear what the AI can access, what it is allowed to do automatically, what requires approval, what gets logged and when a person must take over.

That becomes particularly important around money, personal information, contractual commitments, security and regulated decisions.

As AI becomes more autonomous, human review, approval and oversight will remain essential for important decisions and actions.

What should small businesses do now?

Start with the process, not the AI product.

Find a repetitive task that genuinely costs the business time. Decide what a successful outcome would look like and how you will measure it. Work out what information the AI needs, what systems it needs access to and where a human approval step belongs.

Then run a controlled pilot.

If the result saves meaningful time without introducing unacceptable errors, security problems or additional administration, expand it. If it does not, stop.

That may sound less exciting than announcing an “AI transformation programme”, but it is much more likely to produce something useful. The available evidence increasingly suggests that organisational readiness, integration and workflow design matter at least as much as having access to a capable model.

Final thoughts

Wise is right about the overall direction: AI is moving deeper into everyday business processes, agents are becoming more capable, and people will increasingly supervise AI rather than simply ask it questions.

But for small businesses, 2026 does not need to be about chasing every new AI launch.

The opportunity is simpler: identify work that should take less time, connect the right technology to the right process, and keep sensible controls around it.

After all, the smartest use of AI is the one that genuinely makes your work, less work.

Contact

Get in touch with the team to discuss how we support your business with practical, people-first technology and long-term solutions.

About

Learn who we are, what we stand for, and how Ostratto helps businesses make their work, less work through practical technology solutions.

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Our Approach

Discover how we partner with you - focusing on strategy, simplicity and long-term value to deliver technology that truly supports your business.

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A Day in the Life of an Operations Director

Mon, 02 Feb 2026 16:40:00 +0000

Holding a Growing Business Together (Before)

At 7:42am, Sam opens the laptop as the office begins to stir. The systems wake up quietly. Dashboards load. Inboxes refresh. Notifications arrive in quick succession. Sam takes a sip of coffee while scanning the overnight updates, already aware that the day will move faster than the information does. There are processes in place. There are systems for nearly everything. Yet the picture they create together is incomplete.

The first decision arrives before the morning meeting. A client escalation has been flagged overnight. Sam opens the CRM, then the service desk, then a shared document linked in an email. Each tells part of the story. Timelines do not quite align. Notes are missing context. The business needs an answer now, not later, so Sam makes the call based on experience and judgement. It is not guesswork. It is simply the best decision possible with what is visible.

By mid-morning, questions begin flowing in from different teams. Has that approval gone through. Are we still on track for delivery. Who owns the next step. Sam opens tabs almost instinctively. CRM. Project management. Email. A spreadsheet maintained carefully by one team because it fills gaps nothing else quite covers. The answers are there, scattered across systems that were never designed to work together. Sam replies with confidence, even when that confidence is supported by cross-checking rather than clarity.

Meetings follow. Good ones. Productive ones. Yet they circle the same issues. Visibility. Ownership. Handovers. Everyone is working hard. No one doubts that. The problem is not effort. It is friction. Small delays compound into uncertainty. Decisions slow as people wait for confirmation that should already exist.

Lunch happens between conversations. Sam approves invoices while responding to messages. Tasks are forwarded with notes asking for updates. People do their best to interpret what is needed. The organisation runs on professionalism and goodwill, supported by systems that require constant interpretation.

In the early afternoon, a customer raises a concern. Nothing dramatic. Just confusion. They were told one thing last week and are seeing another today. Sam listens, reassures, and promises to investigate. When the call ends, Sam already knows what will be found. No single error. No clear fault. Just multiple systems, each accurate in isolation, failing to present a single truth.

As the day moves on, planned work gives way to operational maintenance. Reports are assembled manually. Numbers are reconciled. Access needs adjusting for a role change that happened days ago. Sam stays focused, but the mental load builds quietly. This is not strategic work. This is compensating work.

At 6:30pm, the laptop finally closes. Sam reflects briefly before heading home. The business is performing. Clients are served. Targets are met. But it feels heavier than it should. Too much knowledge lives in people’s heads. Too many decisions depend on memory rather than visibility. The organisation functions, but only because experienced people are constantly holding it together.

Where Systems Carry Their Weight (After)

At 7:42am, Sam opens the laptop as the office comes to life. Dashboards load cleanly. Notifications are fewer, more meaningful. The day’s priorities are already visible. Context sits alongside meetings, tasks, and alerts. Sam takes a sip of coffee without rushing. There is time.

The first issue of the day appears clearly rather than urgently. A client escalation is flagged, already linked to the relevant project, support history, and recent communications. Sam reviews the information in one place. The timeline makes sense. The next step is suggested, based on similar cases and current capacity. Sam approves it and moves on. The decision is still human, but it is no longer made in partial darkness.

By mid-morning, questions arrive from teams, just as before. The difference is speed. Sam checks a single view. Status is clear. Ownership is visible. Updates are shared automatically. Answers take seconds. There is no need to cross-check or interpret. Everyone is working from the same version of events.

Meetings feel different too. Less time is spent aligning understanding. More time is spent improving outcomes. Data is trusted. Discussions move forward rather than looping back. Sam notices it without consciously trying to. The organisation feels calmer, not slower.

Lunch still happens between tasks, but the interruptions are fewer. Invoices are queued automatically. Role changes trigger access updates without reminders. Tasks appear where they should, already prioritised. Sam no longer needs to ask people to pick things up. The system has already done the coordination.

When a customer calls in the afternoon, the conversation is straightforward. Sam sees the full context instantly. What was agreed. What has been delivered. What comes next. The response is confident because it is informed. When the call ends, there is no follow-up scramble. The system already reflects the outcome.

Later in the day, Sam works on what the role was meant to focus on. Improving processes. Anticipating future demand. Making changes that reduce friction rather than reacting to it. Admin still exists, but it arrives in order and leaves quietly. It no longer competes with strategic thinking.

At 5:45pm, the laptop closes. Earlier than it used to. Sam does not think about what might have been missed. The systems are visible. The information is shared. The business does not rely on individuals to compensate for gaps anymore. People still matter deeply, but they are supported rather than stretched.

It is the same organisation. The same teams. The same ambition. The difference is not effort or talent. It is that the systems now carry their share of the load.

Contact

Get in touch with the team to discuss how we support your business with practical, people-first technology and long-term solutions.

About

Learn who we are, what we stand for, and how Ostratto helps businesses make their work, less work through practical technology solutions.

Learn More

Our Approach

Discover how we partner with you - focusing on strategy, simplicity and long-term value to deliver technology that truly supports your business.

Learn More

Business Technology Trends That Matter in 2026

Wed, 28 Jan 2026 08:00:00 +0000

In 2026, the organisations pulling ahead aren’t necessarily the ones buying the most technology - they’re the ones turning it into measurable outcomes: faster delivery, better customer experience, tighter security, and clearer decision-making.

That outcome gap is very real. PwC’s 2026 Global CEO Survey reports that only 12% of CEOs say AI has delivered both cost savings and revenue gains, while 56% say AI has delivered no significant cost or revenue benefit so far.

Below are the tech trends that matter most this year - with practical guidance throughout.

1. AI moves from “tooling” to operational decision support

Most businesses start with AI in a helpful-but-small way: content drafting, meeting summaries, basic assistance. Useful, but limited.

The organisations gaining advantage in 2026 are using AI for decision support inside workflows - where it influences prioritisation, next steps, and risk.

This trend is largely driven by a hard truth: many organisations invested in AI but haven’t seen returns yet. As noted above, PwC found 56% of CEOs report no significant cost or revenue benefit, and only 12% report both cost savings and revenue gains. PwC also reports CEO confidence about revenue growth is low: only three in ten (30%) CEOs are confident about revenue growth in 2026.

What this means in practice

AI creates the biggest impact where decisions are frequent and time-sensitive, for example:

Sales: next-best action, pipeline prioritisation, forecasting confidence
Support: ticket triage, suggested responses, escalation risk
Finance: anomaly detection, cashflow forecasting, spend pattern alerts
Ops: scheduling recommendations, capacity planning

The mistake many SMEs make is treating AI as a side tool. The win comes when AI is embedded into the systems teams already use (CRM, helpdesk, projects, finance) so that insight becomes action.

Actionable Takeaways

Start with one high-friction decision (e.g., “Which tickets should we handle first?” or “Which deals are most likely to close this month?”), then measure time saved and accuracy.
Create a simple ‘human-in-the-loop’ rule: AI suggests, humans approve (especially for customer-facing or financial outputs).
Treat data readiness as part of the AI project: if the CRM is inconsistent, AI outputs will be inconsistent too.
Use leading indicators (response time, backlog size, conversion rate) rather than vague success measures like “adoption”.

2. Automation becomes a margin-protection strategy, not just efficiency

In 2026, automation is less about being “faster” and more about being more consistent. SMEs are under pressure to deliver high service levels while controlling cost. Automation gives leverage when it removes:

Manual handovers
Duplicate data entry
Chasing updates
Inconsistent processes between staff members

This trend connects directly to the AI ROI story: businesses can’t get outcomes from AI if the underlying workflow is messy. Automation is often the bridge that turns “we know what to do” into “it actually happens every time”.

What this means in practice

The most valuable automations aren’t flashy - they’re the ones that eliminate repeatable admin work and reduce errors:

Sales won → create onboarding tasks + schedule implementation steps
Support ticket created → categorise + assign + set SLA + notify customer
Invoice overdue → trigger reminder sequence + internal alert
Offboarding → revoke access + archive data + confirm handover steps

Actionable Takeaways

Map one end-to-end journey (lead → sale → delivery → invoice → support). Most inefficiency sits in the gaps.
Automate the handoffs first (handoffs create delays and errors).
Automate “status movement” (changes in stage should trigger tasks, reminders, and checks).
Monitor outcomes, not just time saved: fewer escalations, faster cash collection, fewer missed steps.

3. Cybersecurity becomes business continuity, not an IT topic

Security incidents are now normal business risk. The UK Government’s Cyber Security Breaches Survey 2025 reports that 43% of UK businesses experienced a cyber breach or attack in the past 12 months.

What this means in practice

Among those that were breached/attacked, phishing was the most prevalent type by far - experienced by 85% of affected businesses (and also described as among the most disruptive).

But preparedness lags. A UK Government visual summary drawing on the same survey notes that only around 1 in 5 businesses (19%) provided staff cyber security training in the prior 12 months.

What this means in practice

The biggest risks for SMEs are often not advanced hacking - they’re:

Compromised email accounts
Weak identity controls
Staff clicking convincing phishing emails
Slow response when something goes wrong

This is why security is becoming a competitive advantage: customers increasingly choose vendors they trust to protect data and maintain continuity.

Actionable Takeaways

Make identity the perimeter: enforce MFA everywhere, remove shared accounts, review admin access.
Reduce your “blast radius”: least privilege access (people should only access what they genuinely need).
Practise incident response: define what happens in the first hour of an incident (who does what, how you contain, how you communicate).
Run short training regularly: 10 minutes monthly beats an annual checkbox session (and tackles the phishing reality in the survey).

4. Integration beats tool sprawl - complexity is the hidden productivity cost

Businesses are using more apps than ever - and that complexity is expensive. Okta’s 2025 Businesses at Work report states that the global average number of apps per customer has topped 100 for the first time, driven by 9% year-on-year growth.

More tools usually means more silos. Salesforce reports 81% of IT leaders say data silos are hindering digital transformation.

What this means in practice

Tool sprawl creates invisible drag:

People can’t find the latest information
Teams duplicate work across systems
Onboarding takes longer
Reporting becomes unreliable

Integration is not about having fewer tools - it’s about having clear systems of record and reliable flow of data between them.

Actionable Takeaways

Define your systems of record (one place that is “truth” for customers, billing, tickets, projects).
Eliminate manual copying: if staff copy/paste between tools, that’s a high-value integration target.
Build dashboards off live data (not exported spreadsheets).
Retire low-adoption apps: every extra system increases support burden and security exposure.

5. Data quality becomes the limiter for growth and AI

As organisations push more automation and AI into operations, data quality becomes non-negotiable. Gartner states that poor data quality costs organisations at least $12.9 million a year on average.

What this means in practice

Even if you’re not a giant enterprise, the pattern holds: poor data causes:

Wrong decisions (bad forecasting, misprioritisation)
Wasted time (cleanup, reconciliation, “which number is right?”)
Lost sales (duplicate or incomplete CRM records)
Weak AI outputs (because AI relies on the same underlying data)

If people don’t trust your dashboards, they’ll rebuild spreadsheets. Once that happens, you lose a shared reality - and scale gets harder.

Actionable Takeaways

Assign data ownership (CRM owner, finance owner, support owner - named people).
Standardise key fields that drive decisions (lifecycle stages, industry, renewal date, lead source).
Use controlled inputs: dropdowns and validation rules beat free text.
Schedule monthly hygiene (dedupe + incomplete records + incorrect statuses).

A simple 60-day plan most SMEs can actually execute

AI works best when it’s built on strong foundations, not dropped onto messy processes.

Weeks 1 – 2

Choose one measurable outcome (e.g., “reduce support backlog by 30%”) and audit the workflow + data feeding it.

Weeks 3 – 4

Implement automation at handoffs + tidy the key data fields.

Weeks 5 – 8

Add AI for decision support (triage, recommendations, summaries) with human review, then measure impact against your baseline.

Weeks 9 – 12

Expand to the next workflow only if the first one delivered measurable improvement.

The defining difference between businesses that thrive in 2026 and those that struggle won’t be how much technology they buy - it will be how deliberately they use it.

The data is clear:

AI only delivers value when it’s embedded into real workflows, not run as an experiment.
Automation protects margins when it removes friction between teams, not just speeds up tasks.
Cybersecurity is now a core business risk, driven largely by identity and human factors.
Too many disconnected tools quietly destroy productivity - integration matters more than ever.
Poor data quality undermines every investment that sits on top of it, from reporting to AI.

For most organisations, progress doesn’t come from wholesale transformation. It comes from small, well-chosen improvements that compound over time: fixing one workflow, tightening one dataset, or solving one recurring decision properly.

The most successful businesses in 2026 will be the ones that stop asking “What technology should we adopt next?” and start asking “What’s slowing us down - and how do we fix it for good?”

That shift in mindset is where technology stops being a cost centre and starts becoming a strategic advantage.

Contact

Get in touch with the team to discuss how we support your business with practical, people-first technology and long-term solutions.

About

Learn who we are, what we stand for, and how Ostratto helps businesses make their work, less work through practical technology solutions.

Learn More

Our Approach

Discover how we partner with you - focusing on strategy, simplicity and long-term value to deliver technology that truly supports your business.

Learn More

Cybersecurity Essentials for Small Businesses: What You Need to Know in 2025

Tue, 11 Feb 2025 09:57:40 +0000

Cyber threats are evolving faster than ever, and small businesses are no exception. With cybercriminals targeting vulnerabilities in businesses of all sizes, a solid cybersecurity strategy is no longer a 'nice-to-have'—it’s a necessity.

From ransomware to phishing scams, the risks are real. But with the right approach, you can protect your data, your customers, and your business. Let’s break down what you need to know.

Cyber Threats to Watch in 2025

Small businesses often assume hackers only go after large corporations, but that’s far from the truth. In fact, smaller businesses can be even more vulnerable due to weaker security measures. Here are some of the biggest threats this year:

Ransomware Attacks – Cybercriminals lock you out of your files and demand payment to restore them.
Phishing & Social Engineering – Deceptive emails and messages trick employees into sharing sensitive information.
Zero-Day Exploits – Hackers take advantage of software vulnerabilities before they’re patched.
Supply Chain Attacks – Weak security in third-party vendors can expose your business to breaches.
AI-Powered Cybercrime – Hackers are using AI to automate attacks, making them harder to detect.

How to Strengthen Your Cyber Defenses

The good news? You don’t need an enterprise-sized budget to boost your cybersecurity. A few key measures can go a long way in keeping your business secure.

1. Multi-Factor Authentication (MFA)

Passwords alone aren’t enough. Enabling MFA on all critical accounts adds an extra layer of protection, making it much harder for attackers to gain access.

2. Train Your Team

Your employees are your first line of defense. Regular cybersecurity training helps them recognize threats like phishing emails and suspicious activity before damage is done.

3. Secure Your Devices

From laptops to mobile phones, every device connected to your network is a potential entry point. Use Sophos Intercept X for advanced endpoint protection and mobile device management (MDM) to control data access.

4. Backup Everything

Cyberattacks can be devastating, but if you have regular, automated cloud backups, you can recover quickly. Follow the 3-2-1 backup rule: three copies of data, two different storage mediums, and one offsite backup.

5. Adopt a Zero Trust Approach

Never assume trust. Implement Zero Trust security by verifying every access request and applying the principle of least privilege—only giving employees access to what they absolutely need.

6. Keep Your Software Up to Date

Hackers exploit outdated software. Enable automatic updates to keep your systems patched and secure.

7. Secure Your Cloud Applications

Cloud-based tools are convenient, but they need to be secured. Enable encryption, use a password manager like Zoho Vault, and restrict unnecessary access.

Smart Cybersecurity Tools for Small Businesses

You don’t need a dedicated IT team to stay secure. The right tools can do a lot of the heavy lifting:

Sophos Intercept X

The #1 endpoint protection using advanced forms of machine learning to protect against both known and unknown malware.

View Product

Sophos Central

Single cloud management solution for all your Sophos technologies: endpoint, server, mobile, firewall, ZTNA, and much more.

View Product

Sophos Mobile

The leading next-gen secure Unified Endpoint Management (UEM) solution for traditional and mobile endpoints.

View Product

NordLayer

Easily transition your business connectivity to SASE, implement Zero Trust, and leave outdated legacy security solutions behind.

View Product

What to Do If You’re Hacked

Even with precautions, breaches can still happen. If you suspect an attack:

Isolate the affected systems to prevent further spread.
Assess the damage and determine what data was compromised.
Restore from your latest backup to get back online quickly.
Report the incident to the necessary authorities and notify affected customers.
Strengthen your defenses to prevent it from happening again.

Cybersecurity isn’t just for big corporations—it’s a crucial investment for businesses of all sizes. By implementing these best practices, you’ll be in a much stronger position to protect your business in 2025 and beyond.

Streamline Your Workflow with the 10 Best Zoho Apps

Fri, 27 Dec 2024 21:32:13 +0000

A useful guide that you can use to learn about Zoho, understand what software they have on offer, and find out how these products can be used to add value and streamline your workflow. We've made things simple for you with access to a free trial for each product in the list.

What is Zoho?

Zoho Corporation is a software company that offers a unique and powerful suite of tools that can help you transform the way you work. It was founded in 1996 by Sridhar Vembu and Tony Thomas in Pleasanton, California, and now operates across the world with offices in London, Austin, Beijing, Tokyo, and Chennai. They have developed a wide range of tools to make an impact on every aspect of your business, with products designed to be user-friendly and applicable for all.

Here at Ostratto, we love to use Zoho One, as it encompasses all of the cloud software available with Zoho on one platform. It helps us to manage business operations across the company, and streamline the way that we work. I’m writing this blog to offer you some more information about different Zoho products and outline the ten best apps that we use every day at Ostratto, to help you understand how they can be a helpful addition to your software suite.

Featured Products

#1: Zoho CRM

Zoho CRM (Customer Relationship Management) is an industry-leading tool, and has been for many years, with an extensive feature set offered at competitive pricing. It’s highly customisable, uses omnichannel communications, offers sales and marketing automations, uses artificial intelligence, and even has its own mobile app.

Learn More About Zoho CRM

#2: Zoho Books

Zoho Books is a comprehensive accounting platform that is designed for growing businesses, and it’s recognised by HMRC for its VAT integration. It has an extensive feature set that allows you to create quotes, invoices, sales orders, and bills with ease, and an advanced set of reporting measures to help you make the most of your finances.

Learn More About Zoho Books

#3: Zoho Expense

Zoho Expense streamlines the expense management process with a mobile-first approach, understanding that most of its users will upload their information on-the-go. It’s fully customisable with many controls for administrators, which helps you to keep track of everyone’s expenses and ensure that they comply with company policy.

Learn More About Zoho Expense

#4: Zoho Inventory

Zoho Inventory helps you to track inventory across multiple warehouses, synchronise stock to sell across multiple channels, and manage order fulfilment with extensive shipping functions. It has many integrations to help you connect both sales and shipping platforms, and reporting functions that help you to stay on top of your operations.

Learn More About Zoho Inventory

#5: Zoho People

Zoho People is a Human Resource Management (HRM) software that has been designed to make managing your employees simple and efficient. It can help you to track the attendance, performance, and development of all your employees, with accessible enterprise-level functionality at an affordable price.

Learn More About Zoho People

#6: Zoho Projects

Zoho Projects has an extensive feature set, helping you to manage and coordinate complex projects with ease. You can view timescales on Gantt charts, track hours with timesheets, and automate tasks to streamline your workflow. You can even manage projects on the go with its mobile app!

Learn More About Zoho Projects

#7: Zoho Desk

Zoho Desk is a completely customisable service desk that will help you manage customer queries across your portfolio. It has many comprehensive integrations with communications platforms, including social media, and uses artificial intelligence to help you create responses quickly.

Learn More About Zoho Desk

#8: Zoho Forms

Zoho Forms can help you to create visually appealing forms with custom branding to efficiently collect and manage information. You can automate forms to send notifications once they're completed, and automatically link info with contacts in your CRM, saving you time.

Learn More About Zoho Forms

#9: Zoho Voice

Zoho Voice is an easy-to-use business telephony and call centre solution that integrates easily with CRM and Desk. You can use it to make and receive business calls on customisable phone numbers with excellent line quality and great mobile capabilities.

Learn More About Zoho Voice

#10: Zoho Sign

Zoho Sign can transform your paperwork with its digital signature solution, helping you to save time and money. You can create reusable templates with custom branding, bulk send documents and track their progress, and create workflows to automate document flow.

Learn More About Zoho Sign

#1: Zoho CRM

What does Zoho CRM do?

Zoho CRM is an industry-leading tool, and has been for many years, with an extensive feature set offered at competitive pricing. It’s highly customisable, uses omnichannel communications, offers sales and marketing automations, uses artificial intelligence, and a mobile app.

Why do we like Zoho CRM?

Zoho CRM is an ideal solution for small-to-medium businesses looking to get their hands on enterprise-level software at an affordable price. It’s highly customisable with an extensive feature set, meaning that you can choose from a wide range of features and make it work for you.

Why it's Great for Marketing

Why it's Great for Sales

Why it's Great for Managers

Why it's Great for Marketing

As with most Zoho products, its CRM integrates well with other software and this can be very advantageous. If you connect your mailbox to Zoho CRM it will collect all the information you have on each lead and add it to their profile. You can send emails directly from the CRM, and their data will be tracked for you to review. It makes it easy to see how effective your marketing is, and track which leads are engaging with your content.

Why it's Great for Sales

Streamlining your sales process has never been easier, with the ability to create workflow automations that start with lead creation and end with you closing the deal. You can set these up in any way you like, to ensure that you never leave a lead behind. It’s simple to import new leads, with a straightforward process and many integrations. You can also customise the way you view your sales process, with both list view and kanban options.

Why it's Great for Managers

Zoho’s enterprise-level data security can help you to stay compliant with data regulation without any extra work. You can create departments and set rules to configure the view for each team member, ensuring that they remain focused on their work and only access to relevant information. Zoho CRM also has extensive analytics and reporting to help you track the performance of your team, and see where you need to improve.

What are its Key Features?

✔ Highly Customisable Interface

✔ Omnichannel Communications In-App

✔ Comprehensive Workflow Automations

✔ Simple Lead Importing

✔ Enhanced Privacy Protections

How to get started with Zoho CRM

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho CRM Free Trial

#2: Zoho Books

What does Zoho Books do?

Zoho Books is a comprehensive accounting platform that has been designed for growing businesses, with extensive features and advanced reporting capabilities. It is a HMRC recognised accounting software that can help you be compliant with the MTD (Making Tax Digital) initiative and save time with the ability to pay your VAT directly through Zoho Books. Its features include workflow automation, time tracking for projects, and inventory management. You can report on anything to do with your company’s finances, with an extensive set of preset reports and the ability to make your own custom ones too.

Why do we like Zoho Books?

Zoho Books is an excellent platform for making new sales, with simple access to all the forms that you need throughout the customer journey. You can share access to these directly with customers through Zoho Books, saving time and simplifying the process. We love the amount of currencies available, offering support for international transactions, and the expansive number of languages supported too. It has an expansive set of integrations, with the ability to work with over 50 external applications, meaning that Zoho Books can work around you, and communicate with most software.

What are its Key Features?

✔ HMRC Recognised Software

✔ Comprehensive Feature Set

✔ Customizable Records and Forms

✔ Multi-Currency and Multi-Language

✔ Expansive Integrations (50+)

✔ Access via Mobile App

✔ Customer Portal Included

How to get started with Zoho Books

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho Books Free Trial

#3: Zoho Expense

What does Zoho Expense do?

Zoho Expense streamlines the expense management process with a mobile-first approach, understanding that most of its users will upload their information on-the-go from iOS, Android, and Windows devices. It’s fully customisable with many controls for administrators, which will help you to keep track of everyone’s expenses and ensure that they are compliant with your organisation's policies.

Why do we like Zoho Expense?

Zoho anticipated that most employees looking to be reimbursed for expenses will be looking to do so on their mobile devices, recording their expense receipts on the go. We love the ability to capture receipts using the Zoho Expense app. It also has a useful Chrome Extension that allows you to capture receipts on your webpage with a couple of clicks, streamlining the process for when you make new bookings.

What are its Key Features?

✔ Extensive Integrations

✔ Modern Mobile Application

✔ Company Card Integration

✔ Great Customisation

✔ Advanced Reporting

How to get started with Zoho Expense

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho Expense Free Trial

#4: Zoho Inventory

What does Zoho Inventory do?

Zoho Inventory helps you track inventory across multiple warehouses, synchronise stock to sell across multiple channels, and manage order fulfilment with extensive shipping functions. It has integrations that help you to connect both sales and shipping platforms, and reporting functions that help you to stay on top of your operations.

Why do we like Zoho Inventory?

We like Zoho Inventory as it enables you to manage your stock across multiple websites, easily transfer stock between those warehouses, and ship orders from multiple warehouses in the same order. It supports multiple currencies and dropshipping, making it an asset for any organisation looking for a better way to manage their inventory.

What are its Key Features?

✔ Extensive Shipping Functions

✔ Supports e-Commerce

✔ Tracks Across Multiple Warehouses

✔ Manage Sales & Purchase Orders In-App

✔ Great Reporting Options

How to get started with Zoho Inventory

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho Inventory Free Trial

#5: Zoho People

What does Zoho People do?

Zoho People is a Human Resource Management (HRM) software that has been designed to make managing your employees more simple and efficient. It can help you to track the attendance, performance, and development of all employees, with accessible enterprise-level functionality to streamline your management processes.

Why do we like Zoho People?

We love Zoho People for its expansive feature set and easy user interface. Its functions cover every possible use-case for HRMs, with efficient time tracking and management systems. It’s ideal for small businesses looking to streamline their expansion, and medium businesses who want a more complete picture of their workforce.

Why it's Great for Managers

Why it's Great for Employees

Why it's Great for Managers

Managers who use Zoho People are able to set up the software to company specifications and then take a backseat on the HRM process, with easy-to-use self-service portals for employees doing most of the work for you. You can track attendance, time spent across projects, and annual leave seamlessly, allowing you to focus on reaching your business goals through the comprehensive performance management functions. You can schedule appraisals, create goals, and receive feedback easily.

Why it's Great for Employees

Employees have complete control over their attendance, leave, and time tracking with Zoho People. They can change any personal information with its self-service functions, manage their calendar and workload across multiple Zoho apps, and view everything they need to know about their employment in a handy branded portal. Most of these functions can be done in the Zoho People mobile app too, allowing employees to update their information on-the-go with ease.

What are its Key Features?

✔ Employee Self-Service Portal

✔ Timesheets & Time Tracking

✔ Efficient Performance Management

✔ HR Process Automation

✔ Extensive Reporting & Analytics

✔ Mobile App for Employees

How to get started with Zoho People

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho People Free Trial

#6: Zoho Projects

What does Zoho Projects do?

Zoho Projects has an extensive feature set for an affordable price, helping you to manage and coordinate projects across your company with ease. You can view timescales on Gantt charts, track hours worked with timesheets, and automate tasks to streamline your workflow.

Why do we like Zoho Projects?

We love Zoho Projects for its excellent feature set, such as Gantt charts, tasks, reporting, documents, and milestones. You’re able to track time against each task within a project, which can be attributed to your Zoho People & Books for time management and accurate project costing.

What are its Key Features?

✔ Gantt Chart / Kanban / Task List Views

✔ Task Allocation & Time Tracking

✔ Mobile Application (iOS & Android)

✔ Collaboration Functions

✔ Reporting & Analytics

How to get started with Zoho Projects

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho Projects Free Trial

#7: Zoho Desk

What does Zoho Desk do?

Zoho Desk is a completely customisable service desk that will help you manage customer queries across your organisation’s portfolio. It has comprehensive integrations with communications platforms, and uses artificial intelligence to help you create responses quickly.

Why do we like Zoho Desk?

We love Zoho Desk as it helps us to manage customer service tickets with ease, through convenient contextual support, AI assistance, and detailed analytics. It’s ideal for small businesses looking for enterprise-level customer service capabilities at an affordable price.

What are its Key Features?

✔ Customisable Performance Dashboards

✔ Self-Service Portal for Customers

✔ Knowledge Base for Customers

✔ Automatic Ticket Routing

✔ Mobile App Support

How to get started with Zoho Desk

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho Desk Free Trial

#8: Zoho Forms

What does Zoho Forms do?

Zoho Forms can help you to create visually appealing forms with custom branding to efficiently collect and manage information. You can automate these forms to send notifications once completed, and automatically link information with contacts in your CRM.

Why do we like Zoho Forms?

We like Zoho Forms because it allows us to create highly functional branded forms with its easy to use no-code creator, with an array of fields to choose from, field validation to ensure accurate data is recorded, and full customizability to meet most business requirements.

What are its Key Features?

✔ Full Customisation & Branding

✔ No-Code Form Creation

✔ Secure Data Collection

✔ Comprehensive Integrations

✔ Reporting & Analytics

How to get started with Zoho Forms

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho Forms Free Trial

#9: Zoho Voice

What does Zoho Voice do?

Zoho Voice is an easy-to-use business telephony and call centre solution that integrates seamlessly with CRM and Desk. You can use it to make and receive business calls on customisable phone numbers with excellent line quality and mobile capabilities.

Why do we like Zoho Voice?

We love Zoho Voice for its integration with other Zoho products. It can communicate with Zoho CRM to identify and recognise phone numbers, record voicemail messages and important conversations, and create notifications to bring your attention to new inbound leads.

What are its Key Features?

✔ Inbound & Outbound Calls

✔ Call Queueing, Forwarding, Transfers

✔ Personal & Departmental Extensions

✔ Customizable Phone Numbers

✔ Call Centre Capabilities

✔ Simple Dialling System

How to get started with Zoho Voice

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho CRM Free Trial

#10: Zoho Sign

What does Zoho Sign do?

Zoho Sign can transform your company’s paperwork with its digital signature solution, helping you to save time and money. You can create reusable templates with custom branding, bulk send documents and track their progress, and create workflows to automate document flow. It's highly secure too, with comprehensive encryption technology.

Why do we like Zoho Sign?

We like Zoho Sign because it helps to streamline signature collection and document processing in a secure and reliable way. It helps you save time through template creation and workflow configuration, and you can track the progress for each document sent easily. It’s compliant with many e-signature laws across the world.

What are its Key Features?

✔ Leading Data Security

✔ Completely Custom Branding

✔ e-Signature Capabilities

✔ Bulk Document Sending

✔ Reusable Templates

✔ Tracking & Reporting

How to get started with Zoho Sign

We’ve made life a little easier for you with this free trial. Every Zoho product starts with a free trial so you can see if you like it and go from there. If you have any questions, let us know!

Start Your Zoho Sign Free Trial

Why Zoho?

Zoho is one of the most affordable software developers for small-to-medium sized businesses, with comprehensive features across all of their applications for a price that doesn’t break the bank. You won’t find another software suite that has the integrations, the features, and the price points that Zoho has to offer, and the great thing is that their pricing is flexible so you can start small and scale up to enterprise level with ease.

We use most Zoho applications for our daily tasks, and they have helped to streamline our business processes and workflow immensely. They integrate well with Google Workspace, communicate data across the company to improve efficiency, and keep our company data secure at all times. If you’re looking for any of the above products, we recommend that you take a look at starting a free trial and have a go! We’re here to help answer any questions if you have them.

Why Ostratto?

Ostratto is a team of technical professionals that are here to assist you and your business on a truly personal basis. We have the skills and expertise to deliver comprehensive, cost-effective solutions, and will work to integrate Zoho software into your business in a way that meets all of your needs. We’re here to help you to find the most suitable products, and provide you with ongoing support throughout your time with us.

We've been partnered with Zoho for over five years, and have worked with their teams to develop their products for the UK market. We work with businesses from a wide range of sectors from leisure through to manufacturing. We are proud to be a part of all of our customers' businesses, integrating ourselves as trusted advisors and measuring our success on theirs. Wherever your organisation is right now, and wherever it wants to be in the future, we can help you to streamline your workflows and make your work less work with the right software solution.

Ransomware Threat Update: 2024

Mon, 21 Oct 2024 11:00:05 +0000

An explanation of how the threat of ransomware attacks on organisations has developed throughout 2024, drawing on data from the Sophos State of Ransomware survey and explaining how Intercept X can offer advanced defences against this prevalent threat.

What is Ransomware?

Ransomware is a type of malicious software that, if installed, can stop you from gaining access to your systems and will then demand that you pay the perpetrator to regain access – in other words, it will hold your systems to ransom. Ransomware can come in many shapes and sizes, below are a few of the most common type s that we outlined in 2023. Want to find out how to protect your company? Skip down to Protective A ctions.

Types of Ransomware Attack

Graphic by Pixabay

Crypto Ransomware, also known as "encryptors", is one of the most common and dangerous types. This kind encrypts files and data, rendering the material useless without the decryption key. Unlike the other types below, crypto ransomware may infiltrate your systems in several different ways.

Phishing refers to one of the methods in which ransomware may make its way into your system. It occurs when a malicious email, which may appear at first to be authentic, is opened and the links within are clicked on. Unfortunately, opening these all but friendly emails will allow the ransomware to be downloaded onto your device. Once in, the ransomware can exploit the security flaws in your device and take control of your systems.

Scareware may often appear as a security software pop-up, warning you that malware has been identified and that the only way to remove it is to pay. However, despite the name, there is often nothing to be afraid of as attackers are merely bluffing to coerce you into paying, meanwhile your files remain secure.

Doxware or Leakware refers to when an attacker threatens to release sensitive data online. Although the threat may not always be legitimate, most individuals panic and pay the requested ransom.

Lockers refers to when a pop-up emerges, requesting a ransom, and totally locks the user out of their computer. Most pop-ups make the user feel like they are in the wrong and will often display timers to pressure you into paying quickly without the opportunity to report or resolve the attack instead.

Impact of Ransomware Attacks

Ransomware can have an enormous impact on your company's operations and data security, and some organisations take up to one month to recover from an attack. Here are some key takeaways about the impact of ransomware from the Sophos State of Ransomware update in 2024.

59%

of companies attacked with ransomware in 2024

94%

report that their backups were targeted in attacks

32%

of victims had data stolen as well as encrypted

$2.0m

was the average ransom demand by attackers

What's New In 2024?

Focus on Critical Infrastructure

Ransomware continues to be the most impactful cybersecurity threat, with its high financial rewards and established business model making it an attractive extortion method. Criminals target a wide range of organisations, many of which don’t make the headlines, but those who do have historically been those with the highest reward potential.

For example, threat actors have attacked hospitals, schools, and government entities across the world, with local councils and the National Health Service (NHS) being some of the most public cases in the UK. Infrastructure companies such as these typically have outdated and unsupported legacy systems, and therefore are an easy target for threat actors looking to exploit vulnerabilities and enter their network.

Ransomware-As-A-Service (RaaS)

Ransomware-as-a-Service (RaaS) is an increasingly popular platform that criminals and threat actors can use to access ransomware with no upfront costs. Many platforms operate with a subscription model, which mirrors the successful models used by legitimate platforms, to offer access to ransomware variants, distribution channels, and support in exchange for a share of the profits.

Hackers can leverage RaaS platforms to perform the most efficient and effective assaults on any chosen company, with this increased accessibility to powerful malware products making the ransomware extortion method as the most profitable cyberattack on the market today. As these platforms continue to develop into 2025, there will be a significant increase in the threat of cybercrime on organisations.

Artificial Intelligence (AI)

Artificial Intelligence (AI) is expected to have an enormous impact on the threat of ransomware. Criminals are already using AI to streamline cyberattacks, and it will almost certainly increase the volume and impact of attacks in the near future. It enables relatively unskilled threat actors to carry out sophisticated attacks, with improved targeting and more effective information-gathering than ever before.

There are reports that AI is helping criminals to develop malware that can avoid detection by security software, craft phishing emails that are extremely targeted and persuasive, and encrypt files at a startling rate. As this continues, it could have an unprecedented impact on businesses across the world, which is why it’s so important to take a proactive approach to your cybersecurity.

"Hackers can leverage RaaS platforms to perform the most efficient and effective assaults on any chosen company"

Industries at High Risk for Attack

Local Government & Public Services

Across the UK there has been an increasing number of attacks on local government organisations and public service companies. Recently, for example, we saw Synnovis, an NHS pathology services provider, experienced an attack that caused the cancellation of over 10,0 00 appointments and a significant data leak that immediately made the headlines. The extent of the attack meant that they had to rebuild their IT systems to continue to operate, which caused significant disruption to their operations.

In 2023, we saw Gloucester City Council fall victim to a ransomware attack for the second time in 10 years, where many of the council’s systems were encrypted and taken offline. It cost the council £1.1 million to remediate the damage caused by this attack. Hackers, in these instances, appear to be targeting large public organisations to perform extortion at the threat of an enormous data leak. Any company with a significant amount of public data should be concerned about the increasing threat of a ransomware attack.

Logistics & Transportation

Transportation has been brought back into the spotlight recently with the incident that occurred with Network Rail’s WiFi network this September. Attackers were able to use a vulnerability in their network and transmit extremist messages onto the devices of unaware service users, which caused considerable concern amongst the public and made headlines. In 2023, KNP Logistics Group was attacked by threat actors who caused irreparable damage to their systems in an incident that plunged the company into insolvency, making 730 people redundant.

In these examples, the motivations of the threat actors appear to be mixed. In the Network Rail incident, it appears to be a case of ‘Hacktivism’, where the threat actors were politically motivated and were sending a message to service users. However, in the case of KNP Logistics, we can estimate that ransomware was used purely to extort the company. Similar transport organisations should be concerned about the latter example, as it highlights that cybercriminals do target private organisations more frequently than what we’re aware of, as many instances don’t make the headlines.

Manufacturing & Production

In recent years, the manufacturing industry became a prevalent target for security attacks due to legacy systems and unpatched applications. One of the more notable examples is Wiltshire Farm Foods who provide frozen ready meals to care homes, nurseries, hospitals, and schools in the South West. In 2022, they were attacked by threat actors who were able to significantly disrupt their operations and leave service users without meals.

Attackers were able to cause enough damage to mean that the company had to rebuild and replace most of their hardware and software, likely costing hundreds of thousands of pounds. In response to the increased threat of ransomware, we have seen companies like Castell Howell and AG Barr onboard with Sophos Intercept X to manage their cybersecurity.

Actions to Protect Your Business

Addressing an attack situation requires a straightforward three-step approach: implement a more scalable incident response process to accelerate response time; leverage adaptive defences to slow down adversaries; and create a virtuous cycle that improves protection and lowers cost.

Stopping advanced, persistent adversaries will require you to optimise your organisation’s defences, using context-sensitive technologies to elevate the level of protection in proportion to the situation. Crucially, these defences will buy you time to apply human expertise to address the root cause.

Optimise Prevention

Stop attacks at the earliest possible point to minimise impact.

Reduce Exposure

Minimize opportunities for adversaries to exploit weaknesses in security.

Disrupt Attackers

Buy time to respond in the event of an advanced human-led attack.

How Intercept X Protects Your Business

Sophos Intercept X is the industry-leading Endpoint Security solution that reduces the attack surface and prevents attacks from running. Combining anti-exploit, anti-ransomware, deep learning AI and control technology it stops attacks before they impact your systems. Intercept X uses a comprehensive, defense-in-depth approach to endpoint protection, rather than relying on one primary security technique.

Key Features of Intercept X

CryptoGuard by Sophos

Informed by Deep Learning, a process that dissects unknown malware to detect new behaviours and stop unknown threats. SophosLabs work through 400,000 new instances of malware each day and use their findings to develop Intercept X, meaning that you're always protected from the latest threats.
CryptoGuard will analyse information in real-time and shut down any encryption processes automatically, reverting all files back to normal once the threat has been contained. It means that you'll never have to worry about paying ransom, as all of your files are protected.
Anti-Exploit recognises and blocks common malware delivery techniques, protecting endpoints from phishing attempts, malware downloads, and zero-day code vulnerabilities, providing you with comprehensive prevention against 99.98% of ransomware attack methods.
Simple Management with Sophos Central allows you to see the complete picture of alerts across all devices in your network, helping you to prioritise your time effectively and understand your cybersecurity posture.

"Intercept X stops attacks before they enter your systems, using a comprehensive defence-in-depth approach"

Ostratto: Your Security Partner

With a team of technical professionals to assist your business on a truly personal basis, and diverse knowledge across some of the most advanced technology, Ostratto have the skills and expertise to deliver comprehensive, cost-effective solutions and fully-managed services. We’re here to help you to find the most suitable products for your business needs, and provide you with ongoing support across your time with us.

Founded in 2019, we have established ourselves as a forward-thinking technical consultancy both locally in the South West and further afield. We work with businesses from a wide range of sectors from leisure through to manufacturing. We are proud to be a part of all of our customers businesses, integrating ourselves as trusted advisors and measuring our success on theirs.

Wherever your organisation is right now, and where it wants to be in the future, we can help you to accelerate your defences and move ahead of today’s advanced adversaries. For more information, view our security products or speak with a security advisor today.

Book Your Free Discovery Call

If you think that your business could benefit from Intercept X, or if you'd like to find out more information about how we can improve your cyber defences, please book a free discovery call with one of our experts below. We'll be happy to help, in whatever way we can.

Case Study: Using Google Workspace to Support a Global B2B Marketing Business

Mon, 26 Aug 2024 13:57:27 +0000

Modern, an award-winning global media agency, sought to revolutionise its technical infrastructure to support its rapid growth and hybrid workforce. With a presence in multiple countries and a reputation as one of the fastest-growing agencies nationally, Modern faced challenges with outdated systems and limited scalability. By partnering with Ostratto to transition from a Microsoft-based environment to Google Workspace, Modern achieved a seamless transformation that empowered their team with flexible, secure, and reliable tools, enabling them to continue delivering exceptional results for their clients worldwide.

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The Task

As Modern experienced rapid growth in the B2B marketing space, the need for a robust technical solution became critical.

Expanding their team both nationally and internationally placed immense pressure on their existing support infrastructure, which could no longer meet demand. With the team outgrowing available office space, implementing a hybrid working model was essential.

The outdated systems were unable to support this shift, highlighting the need for a flexible and scalable solution like Google Workspace to streamline operations and enhance productivity.

Flexible

With all team members becoming hybrid, a flexible infrastructure was desperately needed. Systems needed to be accessible for all workers, regardless of their location. By implementing Google Workspace, Modern ensured seamless access to tools and resources, enabling hybrid teams to work productively. Desks in the offices needed to be readily accessible with minimal disruption.

Efficient

The requirements capturing process not only focused on what was wrong - it focused on what could be vastly improved. With increased productivity being a key objective, a thorough understanding of working practices and processes means that new systems could be designed to work for the users.

Secure

As the geographical spread of workers increased, so did the surface of potential cyber threats. Business systems needed to be secure, auditable and constantly monitored, with potential vulnerabilities identified before they became a threat.

Reliable

With the existing infrastructure and support function "bulging at the seams", user confidence was low which in turn impacted productivity. Implemented systems needed to be reliable and any required support needed to be high-quality in order to restore confidence and promote positive working behaviours. By adopting Google Workspace, Modern gained a dependable solution that not only enhanced reliability but also improved user satisfaction and overall efficiency.

Products Featured

Leveraging our wide range of products and services, we implemented the correct tools to achieve the objective.

Google Workspace

Google Workspace acting as the 'glue', was vital to ensuring communication across the business was efficient.

View Product

Sophos: Intercept X

Advanced Endpoint Protection was implemented to ensure all endpoints are protected and centrally managed.

View Product

SaaS Protection

A backup and disaster recovery system was an essential function in order to meet customers strict compliance requirements.

View Product

Ostratto Support

Dedicated helpdesk support ensures users confidence in knowing they are technically supported at all times.

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Professional Services

Designing, implementing and maintaining the solution to meet requirements was all completed in-house by Ostratto.

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Implementation

The entire approach was then designed around these requirements, plus a few extras that would enhance the solution.

Flexible

By adopting a cloud-based and web-first productivity solution, Google Workspace, users were introduced to fast loading times, instant access and enhanced usability. Although comprehensive training was provided on the new tools, use was intuitive and within a short space of time, users were comfortable sharing files, setting up video calls and creating online calendar events.

Gone was the requirement to connect to an unreliable VPN. Team members - in the office and working remotely - were able to do their best work without hindrance.

With all devices enrolled in Google Workspace device management, not only were devices securely audited and managed centrally, but users could also sign into their Windows devices using their Google account, greatly enhancing accessibility and streamlining workflows.

Reliable

Thorough requirements capturing meant that Modern's needs were fully understood. This enabled us to implement a hybrid setup that worked just as well for those working remotely as it did in the office environment.

All desktop workstations in the business were swapped for portable laptop devices, with one-cable high-speed connectivity docks issued to all users as well as installed on every desk in the main office. This meant that team members visiting the office would be able to plug one cable in and seamlessly be provided with all peripherals on the desk including power, displays and input devices. This made the transition between remote environments and the office environment simple and reliable, which in turn encouraged users to work more collaboratively in the office.

Team members were provided with access to Ostratto's support service, which opened up communication with an approachable and knowledgeable team with scalable capacity to support, consult and implement.

Secure

All devices (Windows and MacOS) were enrolled into Sophos Intercept X's advanced protection. This provided enhanced monitoring which feeds back to Sophos Central for oversight and alert management.

Aging office network equipment was replaced with Sophos' network equipment - introducing intelligent synchronisation between network equipment and endpoint protection software which automatically protects users from threats across multiple layers.

By leveraging Google Workspace as the identity directory, all users were able to use their Google Workspace login to log into their devices and applications which improves the user experience whilst at the same time providing simpler and auditable user management.

SaaS Protection was implemented to complete backups of all company data three times a day to an alternative location - meeting the compliance requirement of more regulated customers whilst providing peace-of-mind and automated recovery capabilities.

Efficient

Whilst the initial brief of our journey with Modern was to help them migrate 42 users to Google Workspace as their core productivity platform, it quickly became obvious that there were inefficiencies and productivity-holes in the day-to-day operations which could be improved.

New processes were implemented, followed by interactive workshop sessions which enabled team members to have direct input on the design of systems such as how files should be shared, how departments should be connected and how other services should be integrated for improved usability.

By designing the systems around the users and their workflows rather than forcing new systems onto users, users were naturally empowered to fully adopt the new offering and benefit from effortless productivity.

"We have had a few technical consultants over the years and there are two types.

1) Those that try to support you but often do the minimum to fix issues without really thinking about your business.

2) Those that are really customer focused and will keep fixing technical issues until they are tested and fixed and make recommendations that with solve problems in your business.

Ostratto are a gold standard 5 star company, they are brilliant and so customer focused, they always work with us to solve problems making sure we are getting what we need."

Stuart Ray

Chief Commercial Officer at Modern

Result

After a successful migration of 42 users (and over 10 years of data) from Microsoft 365 to Google Workspace, our attention was entirely retargeted toward ensuring Modern had the correct tools and adequate support to facilitate their continued growth.

The implementation of a simpler, more lightweight infrastructure meant that Modern saw a significant drop in support requirements. In the last three months prior to this writing, Modern are averaging a 64% drop in user-raised issues compared to the demand before Ostratto came on-board. Based on completed surveys, 94% of users reported that they are confident in their equipment and technology and 100% of users reported that they feel that they can get the support should they need it. This has resulted in a workforce able to focus on outputting their best work, instead of struggling through technical issues.

Our technology strategy approach has meant that Modern has been equipped to win several significant tenders with major customers - with all technical security compliance requirements passed with flying colours.

We have now worked with Modern for many years - with many continued improvements planned.

64% Support Ticket Reduction

Efficiency Improved

Contract Extended Indefinitely

At Ostratto, we're fundamentally customer-success focused. This means instead of designing solutions based on our expectations, we focus on customer requirements and needs to ensure their success. In turn, we find success in shared success as our customers' trusted technical consultancy partner whom they can rely upon.

We solve complex business problems with cutting-edge technology, whilst keeping everything simple for our customers. Be sure to check out other examples of how we have helped businesses make their work, less work.

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Case Study: Supporting High Quality Care with Website Design, Google Workspace, Zoho People and Vonage

Thu, 08 Aug 2024 12:00:00 +0000

BBcare10 is a care provider based in Gloucestershire, UK, specialising in bespoke support for young people and adults with complex care needs. With increasing demand for their sought-after care services, BBcare10 faced challenges due to aging technical systems and tools. These limitations hindered growth and restricted service capacity.

The initial engagement with BBcare10 focused on creating a modern, optimised website design to align with their planned marketing efforts. During the consultation, we uncovered other technical pain points, including unreliable email systems, the use of mobile numbers for business enquiries, manual paper-based shift rotas, and difficulties onboarding new staff.

At the time of the inquiry, BBcare10 had a team of 4. Today, they’ve grown to a team of 24 and are actively recruiting. Here’s how we supported their growth with professional services tailored to their needs.

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The Task

With the demand growing for BBcare10's high-quality care service, existing systems were causing instability and limiting growth.

To meet the demands of required service, BBcare10's systems needed an overhaul. Systems implemented needed to be simple to maintain, reliable and scalable to meet the onboarding expectation.

Simple

Systems must be intuitive to use, minimising training requirements.

Maintained

Solutions had to work seamlessly across a mobile, dispersed workforce without requiring heavy maintenance.

Reliable

With 24/7 care services, system downtime was not an option.

Scalable

Solutions needed to grow alongside BBcare10's expanding team and operations.

Secure by Design

It was also vital that systems were secure by design. With sensitive client records being involved - all data needed to be strictly access-controlled and on a 'zero-trust' basis. All solutions were implemented with this at the forefront of importance.

Products and Services Featured

Leveraging our wide range of products and services, we implemented the correct tools to achieve the objective.

Website Design

A professionally designed business website was developed to serve as a hub for staff and customer information.

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Google Workspace

Google Workspace became the backbone of BBcare10’s operations, facilitating seamless communication and collaboration across the organization.

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Zoho People

Zoho People streamlined HR operations, simplifying the onboarding process and managing employee information efficiently.

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Vonage

Vonage transformed business communications by introducing a local landline number, which diverted to mobile devices for accessibility and reliability.

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Professional Services

Our team provided end-to-end professional services, including design, implementation, and ongoing maintenance, tailored to BBcare10’s unique needs.

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Implementation

The entire approach was then designed around these requirements, plus a few extras that would enhance the solution.

Simple

Google Workspace unified communication and productivity tools, restoring confidence in email reliability with Gmail’s 99.99% uptime. A single Google account allowed quick and intuitive access to all BBcare10 systems.

Following initial workshop training, team members required minimal ongoing support thanks to Google Workspace’s user-friendly design.

Maintained

Chromebooks were deployed to mobile team members, enabling them to complete shift notes securely using digital forms on the company website.

Centralized management via Google Workspace ensured updates and security without manual intervention. With cloud-hosted systems like the website and Zoho People, improvements were implemented seamlessly with no downtime.

Reliable

Cloud-based solutions ensured consistent performance and communication reliability. Gone were the days of missed emails or team communication breakdowns.

BBcare10 now operates with dependable tools, vital for their 24/7 service schedule.

Scalable

With systems designed around Google Workspace, onboarding a new team member now takes minutes. Zoho People further streamlined the process, automating document requests and saving valuable time. Scalability is now embedded into BBcare10’s operations.

Secure

Data security is paramount for BBcare10. Sensitive patient information is stored in Google Drive, with strict access controls and audit tracking. Chromebooks ensure no local data remains after a user logs out, adhering to zero-trust principles and guaranteeing compliance.

Result

With 24 team members and growing, BBcare10 now serves over 30 regular clients and delivers more than 320 shifts monthly. Their investment in cutting-edge systems has significantly improved efficiency, expanded service capacity, and streamlined onboarding processes. These enhancements have directly contributed to their ability to meet increasing demand while maintaining exceptional care standards.

The implementation of the correct systems and tools has resulted in BBcare10 vastly improving efficiency, communication, service capacity and onboarding times, ultimately enabling business growth.

Although initially only contacted for website design services, BBcare10 and Ostratto now work together on an ongoing basis to constantly improve systems and processes across the business.

Efficiency Improved

Staff Onboarding Streamlined

Service Capacity Increased

Why Choose Ostratto?

At Ostratto, we specialise in solving complex business challenges with innovative solutions like Website Design, Google Workspace, Zoho People, and Vonage. Our customer-focused approach ensures we deliver scalable, secure, and reliable systems tailored to your needs.

Be sure to check out other examples of how we have helped businesses make their work, less work. Contact us today to learn more about our professional services and discover how we can help your business grow.

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Case Study: Smarter Auditing with Google Workspace, iAuditor, and Vonage

Sat, 16 Jul 2022 09:49:41 +0000

Mistral Technical Services Ltd is a multi-discipline consultancy and management company based in Gloucestershire, UK. They provide tailored solutions to clients across sectors including manufacturing, retail, and care.

For a national supermarket chain, a poorly serviced retail estate can lead to operational downtime, health and safety issues, fines, and—most critically—damage to the national brand. After decades of mergers, acquisitions, and rapid estate growth, one of Mistral's retail clients needed a comprehensive store audit covering over 400 locations.

This ambitious audit aimed to provide actionable data to identify problem areas, improve servicing efforts, and align all stores with operational standards. Mistral played a pivotal role in delivering this essential information over a two-year period, ensuring the data was live, actionable, and prioritised by urgency.

The Task

To enhance servicing standards, the supermarket chain needed detailed insights into current processes, identifying problem areas requiring frequent, costly interventions.

Mistral was tasked with implementing a comprehensive auditing solution, involving site visits to over 400 stores to assess technical components such as air conditioning, lighting, and refrigeration. The gathered data needed to be accessible in real time, presented in an actionable format, and accurate enough to drive meaningful decisions.

Live

Data needed to be live and dynamic, allowing critical issues like safety hazards to be addressed immediately.

Accessible

Data had to be easily available to stakeholders nationwide in a user-friendly, informative format.

Actionable

Insights from the audits needed to prioritise pressing issues and provide a clear roadmap for improvements.

Accurate

The auditing process had to deliver precise, relevant data while being straightforward for field auditors to execute.

Products Featured

Leveraging our wide range of products and services, we implemented the correct tools to achieve the objective.

Managed Devices

iOS devices were issued to auditors across the country, ensuring secure and manageable mobile access to the auditing system.

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Google Workspace

Google Workspace acted as the backbone of communication and data access, providing secure and seamless integration with auditing tools.

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iAuditor

The cloud-based iAuditor app enabled auditors to conduct inspections efficiently, capturing data in real time.

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Vonage

Vonage allowed auditors to contact stores using a landline number, maintaining professionalism and protecting personal contact details.

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Ostratto Support

Auditors had access to technical support at all times, ensuring confidence and uninterrupted operations in the field.

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Professional Services

From design to implementation and ongoing maintenance, all solutions were delivered by Ostratto's in-house team.

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Implementation

The entire approach was then designed around these requirements, plus a few extras that would enhance the solution.

Live

By adopting a cloud-based auditing solution, iAuditor, auditors utilised pre-defined templates within an intuitive mobile app to conduct audits. The system enabled the capture of notes, photos, and multiple-choice responses, with live data instantly uploaded to the cloud. Automations flagged critical risks immediately, allowing swift action.

Actionable

With over 2,100 audits completed to date and more than 17,400 issues flagged, Mistral used customised dashboards to distil raw data into meaningful insights. Each audit automatically generated a detailed report for the relevant teams, saving significant time and ensuring informed decision-making.

Secure

Given the sensitive nature of data collected, security was paramount. Using Google Workspace, all data access was authenticated at every endpoint. Auditors’ issued devices were secured with strong passwords, geographic tracking, and remote management, ensuring a safe yet seamless user experience.

Accessible

Stakeholders received their own secure logins and managed mobile devices, enabling them to view live data and reports at any time.

Automated graphs highlighted key issues, such as recurring faults with specific refrigeration suppliers in certain regions, facilitating targeted solutions.

I.e. Stores in the South West using a common refridgeration supplier were experiencing more fault call-outs than stores using a different supplier.

Accurate

Mistral developed bespoke audit templates with straightforward response options, such as “yes/no + photo.” This approach ensured auditors could complete inspections efficiently while producing reliable, weighted data for actionable reporting.

Manageable

Building on top of the secure user management offered by Google Workspace, all auditors are also issued a managed mobile device.

The managed devices are geographically tracked, apps and features are managed and restricted centrally, and security measures such as strong passwords are enforced. The devices are consistently monitored for non-compliance with automatic alerts being sent to Ostratto Support for investigation.

By managing the devices centrally, all stakeholders can be confident using them in the field so that more time and resource can be spent on achieving the overarching objective(s).

Result

At the time of writing, 2,694 audits have been completed with 20,171 items flagged for review across 421 stores. A confirmed value of over £500,000 has already been recognised as a cost saving due to proactive identification of failing refrigeration systems resulting in minimal stock loss. The information provided by this cutting-edge auditing solution has resulted in massive service overhauls within the end client's operations, improving efficiency and reducing costs significantly by taking a proactive approach to service issues.

Although initially only contracted for two years, the auditing service is now into it's fourth year of operation due to it's incredible success. The service is now deemed a vital part of the end client's service plan with no intention of ceasing Mistral's input or the solution implemented by Ostratto.

End-Client Cost Reduction

Efficiency Improved

Contract Extended Indefinitely

Ostratto specialises in delivering innovative, scalable solutions like Google Workspace, iAuditor, and Vonage. By combining cutting-edge technology with a customer-first approach, we help businesses streamline operations, improve efficiency, and achieve measurable results. Contact us today to learn how we can help your business thrive.

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Business Systems Integration: Not just a 'nice to have'

Mon, 06 Apr 2020 09:00:00 +0000

Every growing business grapples with decisions around the best business system to manage its expanding operations. Proper planning of an integrated business management software system often takes a back seat to short-term revenue acceleration goals. And, as a consequence, various applications are installed at various points in time in various areas, resulting in business systems being spread across different platforms with different logins and well ...yuck. This creates process inefficiencies and software integration challenges.

This sort of issue is something we see a lot of at Ostratto when onboarding businesses that have been trading for a (sometimes little) while. The real question is: how did these problems arise in the first place and how can they be avoided?

The Convoluted System Landscape

It's easy to see how a rapidly growing company can quickly become entangled in a complex system environment.

When starting out, companies first install accounting software so that they can manage their bookkeeping. Then, in the quest to acquire more customers, companies then put in a standalone CRM system, along with separate systems for resolving customer support issues. Inventory management, order management and fulfilment systems soon come along in the form of additional software or even spreadsheets (you wouldn't believe what we've seen).

As growth occurs, many companies will open new office locations and embrace additional sales channels resulting in more sophisticated processes for e-commerce integration and recurring billing amongst others. Additional business software to support these processes can take the form of standalone applications from different vendors, in-house developments, or a variety of spreadsheet workarounds.

Businesses that evolve their systems over time in this manner can find themselves with a poorly planned infrastructure that handles short-term processes sub-optimally. This mess of systems is often referred to as a “software hairball”, a hairball that inhibits flexibility, productivity, and ultimately slows down the company's ability to grow.

John in the finance department, wondering which login

he uses for his accounting software. (Credit: unsplash)

Business Challenges

When high-growth companies become entangled a 'software hairball' challenges within business begin to arise. Here's five of the main issues that can hinder business growth when a business runs with disparate business software systems:

Wasted Employee Productivity

For a company to grow easily, every employee must be operating at optimal productivity. If the team is bogged down by inefficient and disjointed processes, it takes time away from their more important (profitable) tasks. Important processes such as order processing, invoicing, expense approvals, and fulfilment can take a lot longer to get completed, and are often prone to errors.

For instance, your team may be spending hours manually re-entering order information into an accounting system, while other employees pull that same information from your CRM system for their order fulfilment processes and to calculate sales commissions. If any orders are cancelled in the meantime, your employees have to sift through mounds of data to reconcile this information again. Such labour-intensive and manual tasks reduce the agility that your company needs to grow.

Lack of Real-time Visibility

When software systems aren't integrated you often cannot easily get a view of business performance quickly. Reports showing performance across your finance, sales, marketing, service, and fulfilment departments really are crucial to giving you an overview of your company's operations and performance.

It's easy to see why companies simply give up on reporting on a regular basis because of the amount of time it takes to source, extract and analyse this data. For the businesses that still produce these reports, countless hours are wasted trying to tie unrelated, error-prone, and out of date information together. Consequently, businesses either end up making critical decisions slowly, based on inaccurate information, or they make hasty and risky decisions off gut instinct.

Integration Complexity and Cost

With so many separate systems, an IT department wastes an enormous amount of time and money on integrating, maintaining, and acquiring new versions of these applications. Often when new versions are purchased, even more integration and maintenance needs to be performed for all the different versions of software to work together. Consequently, valuable IT time that could be used to make the business more productive is wasted, while maintenance costs skyrocket.

Increased Customer Churn

Customer acquisition and revenue growth are key pillars to your company's continued success. With fierce competition, it's essential that your company provide an exceptional customer experience or risk having customers take their business elsewhere.

When customers are unable to quickly get information on their order status, can't get issues resolved in a timely manner, or frequently deal with products being out of stock, they will be less satisfied and less likely to continue purchasing from you. A set of separate, convoluted business systems which don't talk to each other, won't be doing your service any favours.

Advantages of Integrated Software Applications

To keep your business growing at the dramatic rates you have always aimed for, it is essential to have your business software applications integrated and seamlessly connected. The advantages of designing your systems in this manner yield tremendous cost savings and improved business productivity, including:

Process Efficiency Across Your Organisation
There are several key processes that you may encounter in your daily operations, such as order management, fulfilment, invoicing, cash collection, expense approvals, and financial consolidation to name a few. Automating such processes enables you to avoid new hires that would otherwise be required to manage these processes, and redeploy staff to higher-value activities to help your business innovate and grow.

Significant IT Time and Cost Savings

With IT no longer having to maintain multiple systems as well as the various integrations between them, a significant reduction in operational costs can be expected so that IT time can be spent improving the business operations.

Dramatically Improved Visibility
Real-time visibility is important in making informed decisions. When information can be accessed instantly from almost anywhere, without wasting employees are better informed and can make more accurate, faster decisions.

Accelerated Growth
With an integrated software system, expansion to multiple locations and additional sales channels can be accomplished a lot faster because of unified order and accounting management processes and data. Teams can upsell more efficiently to their existing customer base because of the improved visibility they would have.

User-Driven Innovation

Because process changes can be implemented quickly, everyday business users are able to apply their functional expertise to tailor processes and applications in a way that improves performance. Meanwhile, technical teams are liberated to focus on strategic works that can add value to the bottom line rather than just fight fires.

Parting Comments

Today, companies in virtually every industry are using sophisticated business software to fuel their growth but many are still struggling to keep up and manage costs effectively because of a hairball of disconnected functional systems causing process bottlenecks and employee productivity issues.

Integrated business software suites are transforming how companies run, and enabling them to experience growth that takes them to the next level.

All products that Ostratto sell are designed to work together in harmony - it's what we call being 'lightweight' and it's one of our core principles. Get in touch with us today to see how we can simplify your workflows and make your business, smart business.

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Ostratto - Blog | Ostratto #bestpractice

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