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Leadership Thoughts: Noteworthy Blog Posts – Jan ’26

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Leadership Thoughts

As small business owners and leaders, you carry the responsibility for the direction and success of your business.  And while Cumulus Global provides Managed Cloud Services and Cloud Forward IT service and support that help you thrive and grow, we understand your responsibilities are broader than just IT.  Here is a curated list of blog posts from trusted experts and thought leaders that we hope will inform and inspire.

Vision

AI Strategy

  • A 5-Step Strategy for Responsible AI
    • AI is changing how our businesses operate and compete. As we rely more on AI, having strong governance is essential to ensure our AI tools are used securely, ethically, and responsibly. Our use of AI should align with your company’s values and regulatory standards.
    • Allen Falcon, Cumulus Global Blog

Business and IT Strategy

  • How Financial Benchmarking Can Save Your Business
    • Many businesses with $2M-$50M in annual sales overlook a critical indicator of business health – financial benchmarking. Much like a pilot’s artificial horizon, benchmarking signals when a correction is needed, and sometimes making that adjustment is a matter of survival.
    • James Wheeler, kept.pro
  • Start the New Year with an Effective IT Budget

    • If you do not have an IT budget, there is no such thing as an “in-budget” IT purchase. Every unplanned expense adds costs and introduces uncertainty, putting profit at risk. With a budget in place, you get clarity on current spending and can plan ahead instead of scrambling. Step into the new year with more control by following this simple process that gives you a complete view of your IT.
    • Allen Falcon, Cumulus Global Blog

Leadership

Legal

Marketing

Productivity

  • Boost Your Biz with Smarter PDFs now!
    • The PDF format is preferred because it displays consistently on any device, and it’s reliable for storing important information. But not all PDF software is the same. Use the wrong one and you can have a problem with some of the functionality you’ve come to expect.
    • Mike Grossman, Mike Grossman Consulting, LLC

Cybersecurity

Help us keep the ideas flowing. As a thought leader, if you have any blog posts that you want to share, please let us know.

Start the New Year with an Effective IT Budget

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Connect with a Cloud Advisor

UPDATED: January 9, 2026 — Added additional resources (see below).

Many small businesses tend to react to IT expenses instead of planning ahead with a clear budget in place. A subscription renewal arrives, a laptop fails, or a new tool seems useful, and you make a decision in the moment. While this day-to-day approach can work in the short term, it generally leads to fragmented spending and technology that does not fully support your long-term goals. Over time, this lack of planning becomes more than an inconvenience.

If you do not have an IT budget, there is no such thing as an “in-budget” IT purchase. 

Every unplanned expense adds costs and introduces uncertainty, putting profit at risk. With a budget in place, you get clarity on current spending and can plan ahead instead of scrambling.

Step into the new year with more control by following this simple process that gives you a complete view of your IT.

> Document Your Recurring IT Expenses

Review all subscriptions, service agreements, and other recurring IT expenses. Check invoices and scan credit card statements. Look for monthly or annual services that renew quietly in the background.

Create a list of your recurring IT expenses, tracking costs by month. For a full picture, total your monthly and annual IT spending for each item.

> Inventory Your Hardware and Software

Create a list of all your computers, printers, networking gear, and other devices. Do the same for purchased (non-subscription, non-SaaS) software. Note purchase dates, warranty dates, and expected lifespans for each item.

Create a replacement schedule by month for any hardware and software you plan, or need, to replace or upgrade in the coming year.

> Remove What No Longer Serves You

Cleaning up your IT takes thought. Review your recurring services and hardware/software lists to identify duplicate services and items no longer used or needed. Plan when you will remove or retire unnecessary services, equipment, and software.

Decluttering frees up your budget and keeps your team focused. If changes require data migration, equipment disposal, or extra training, schedule these steps in advance to stay prepared.

> Identify Initiatives You Want to Fund

You will likely want or need to add new technology or tools in the coming year. Break down each initiative and estimate upfront and ongoing expenses. Be clear about timing. Some projects require deposits or advance orders, while others only begin billing once services are delivered. Map payments by item and month to project cash flow and avoid unexpected issues.

> Create a Single Cohesive Budget

After tracking recurring expenses, mapping replacements and upgrades, and planning new initiatives, combine everything into one organized view of your IT spending. Add up your expenditures monthly, quarter, and annually, including totals for each line item and category. This provides you with a full view of your budget, cash flow requirements, and project timing.

A single, consolidated budget transforms scattered technology activity into a predictable, manageable plan.

eBook - Smart IT Budgeting Pays OffIT Budget Workbook Template

How We Help

Dive deeper with our recent “Smart IT Budgeting Pays Off” eBook for a deeper dive into the process for building an effective IT Budget.  You can also download our IT Budget Workbook Template to help you get started.

Our Cloud Advisors help you put your IT plans into action. We assess your current technology, identify productivity and security gaps, remove redundant services, identify opportunities, train your team, and help you manage IT projects and your overall IT ecosystem.

No matter your starting point, book time with us to create your IT plan for 2026 and take control of your technology and spending.

About the Author

Bill Seybolt bio pictureBill is a Senior Cloud Advisor responsible for helping small and midsize organizations with productive, security, and secure managed cloud services. Bill works with executives, leaders, and team members to understand workflows, identify strategic goals and tactical requirements, and design solutions and implementation phases. Having helped hundreds of organizations successfully adopt cloud solutions, his expertise and working style ensure a comfortable experience and effective change management.

Turn AI Prompts Into Business Outcomes

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Artificial intelligence (AI) is evolving rapidly, providing you with powerful tools that can transform how your organization operates. By integrating it into your daily workflows, you can make smarter decisions and streamline tasks that once took significant time to complete. Over time, AI will produce measurable results that are easy to track and analyze.

How AI Can Work for You

You get the most value from AI when you apply it to targeted, repeatable processes that address real business needs. For example, regularly analyzing meeting transcripts with AI can uncover actionable insights and identify trends that guide your business strategy.

AI can also assist in creating communications and marketing content that reflect your brand’s voice. Moreover, it can generate structured agendas or talking points for sales conversations, allowing you to emphasize client relationships and highlight your business’s strengths.

By making AI a regular part of your workflows, you can continuously refine outputs and achieve more accurate results over time.

Getting Started with AI

Connect with a Cloud Advisor
For those just starting out with AI, begin with smaller projects. For example, try using AI to automate follow-ups or analyze customer feedback. These use cases will help your team become familiar with AI while still delivering immediate impact. Over time, incorporate AI into more complex processes.

Give your organization the opportunity to explore its full potential without disrupting daily operations.

You should regularly monitor AI outputs to make sure that the technology and uses align with your goals. Tracking data usage also helps you keep information secure and will help maintain trust.

Crafting Effective Prompts

Once you are familiar with AI, you can unlock its full potential by providing clear context and direction. You and your team should know how to craft a prompt that helps AI fully understand your objectives and your voice.

A strong prompt includes the following elements:

  1. Persona: Decide the role you want AI to take on. Defining a persona helps shape the perspective, tone, and level of expertise AI uses in its response.
  2. Backstory: Share context about your business, your customers, and the tone or results you expect.
  3. Task: Be specific about what you want AI to produce. Include your brand voice, target audience, and any formatting preferences.

For example, you might ask AI to take on the persona of a knowledgeable and approachable communications expert. Then, provide it with the backstory of your company and set a confident, friendly tone aimed at small business owners. Finally, be clear about the task, such as writing a professional announcement in your brand voice. Be sure to include any formatting preferences, like short paragraphs for easy readability.

Using AI Responsibly

In order to adopt AI responsibly, pay careful attention to sensitive business and client information. Selecting AI tools that meet strong standards for privacy, security, and compliance helps you protect this information and maintain trust with your clients and stakeholders. Beyond selecting the right tools, establish clear protocols to guide your team’s use of AI.

Your policies should:

  1. Define safe usage: Clearly outline how AI should be used across your organization. Clear safe usage guidelines prevent misuse and ensures your team can confidently rely on AI.
  2. Ensure compliance with regulations: Establish rules that keep your organization aligned with legal, industry standards, and contractual obligations. These rules should address the protection of sensitive client information, along with adherence to data privacy laws and governance policies.
  3. Encourage creative applications: Support your team in exploring innovative approaches to problem-solving. Creative applications and use cases allow your organization to maximize the benefits of AI while generating tangible results.

AI is a powerful tool that can enhance business processes and strengthen client relationships. When it is used properly, your organization can achieve meaningful and lasting results.

How We Help

You can dive deeper into crafting effective prompts by viewing our November 2025 3T@3 Series session, “How To: Better AI Results” and several eBooks and other resources in our Resource Center. Our Cloud Advisors are here to help you plan, execute, and succeed. Book some time and start your journey.

About the Author

Allen Falcon is the co-founder and CEO of Cumulus Global.  Allen co-founded Cumulus Global in 2006 to offer small businesses enterprise-grade email security and compliance using emerging cloud solutions. He has led the company’s growth into a managed cloud service provider with over 1,000 customers throughout North America.

Simplify Your IT Strategy

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UPDATED: January 2, 2026. Added related resources (see below).

As a small to medium-sized business (SMB) leader, you already know how tough IT decisions can be. From software to infrastructure, every choice affects your efficiency, budget, and long-term growth. One of the biggest challenges is decision-making paralysis. With so much information coming at you, it’s easy to feel overwhelmed and unsure about which details actually matter. The key is learning how to manage that information effectively.

Managing Information Overload

Access to information can be both a benefit and a burden. Thanks to search engines and AI-powered tools, you can gather data faster than ever. But too much information can feel like noise if you don’t know where to start.

Connect with a Cloud AdvisorTo cut through the clutter, start by identifying your core business goals and IT priorities. This will help you filter out irrelevant information and zero in on what truly supports your objectives. Additionally, you should lean on trusted sources and expert insights, as they provide accurate, reliable information that helps you make decisions based on facts rather than assumptions.

When you create a structured approach to research, you turn information overload into informed decision-making.

Evaluating Your Options

After narrowing your focus, the next step is choosing the right solution. With so many options available, it’s easy to second-guess your choices. A structured evaluation process helps you stay objective and confident.

  1. Define your key requirements and goals: Identify what your business truly needs from an IT solution. Use these requirements as benchmarks to quickly rule out any options that don’t fit.
  2. Research your top contenders: Take a closer look at the solutions that meet your criteria. Watch product demos, read case studies, and, if possible, talk to current users to understand real-world experiences.
  3. Evaluate long-term performance: Ask how each option will scale with your business, how reliable the vendor’s support is, and how easily it integrates with your current systems.

Following these steps will help you minimize risk and choose solutions that support lasting growth.

Putting a Process in Place

Once you’ve evaluated your options, you should put a clear process in place to ensure that your decisions align with your business goals.

  1. Form a team of key stakeholders to gain diverse perspectives and ensure all relevant viewpoints are considered.
  2. Set a timeline with milestones to keep the decision-making process on track and maintain momentum.
  3. Use decision-making frameworks such as SWOT analysis or a Decision Matrix to compare options objectively.
  4. Document your reasoning throughout the process to maintain transparency and create a reference that supports future decisions.

In Summary

IT decision-making doesn’t have to feel overwhelming. The right approach not only helps you choose the best solutions but also saves time, reduces stress, and positions your business for growth. Start small, stay focused, and turn decision-making from a hurdle into a strength for your SMB.

How We Help

We provide the structure, communication, and support your team needs to succeed. From defining roles and prioritizing tasks to managing follow-ups and challenges, our professional services help keep your IT systems in sync with your business priorities so projects move forward efficiently.

Our Cloud Advisors help you put your IT plans into action. We assess your current technology, identify productivity and security gaps, remove redundant services, identify opportunities, train your team, and help you manage IT projects and your overall IT ecosystem.

eBook - Smart IT Budgeting Pays OffIT Budget Workbook Template

Related Resources

Take the next step with our recent “Smart IT Budgeting Pays Off” eBook for a deeper dive into the process for building an effective IT Budget.

You can also download our IT Budget Workbook Template to help you get started.

No matter your starting point, book time with us to create your IT plan for 2026 and take control of your technology and spending.

About the Author

Allen Falcon is the co-founder and CEO of Cumulus Global.  Allen co-founded Cumulus Global in 2006 to offer small businesses enterprise-grade email security and compliance using emerging cloud solutions. He has led the company’s growth into a managed cloud service provider with over 1,000 customers throughout North America.

Boost Your Tech Project Team Performance

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Your technology projects succeed when your project team performs well as a team and individually. When team members communicate clearly, stay accountable, and focus on what matters, your projects run smoother and achieve better results.

Here’s how to make team participation work.

Define Your Project Team

Remember that your project team is more than your IT staff and vendors.  You project team should include stakeholders – executive sponsors, subject matter experts, and key users/user groups. Your extended project team helps you define success metrics, prioritize requirements, manage and communicate change, and provides testing and feedback.

With a well-defined team, you can manage your project to the metrics that matter. You also have more control of project scope and direction.

Set Clear Roles and Commitments for Team Members

Teamwork starts with clarity. Define roles, responsibilities, expectations, and deadlines from the start. Verify that everyone knows their responsibilities, and accountability and motivation will naturally follow. (This 3T@3 Series recording discussing managing project input and feedback)

Clear commitments reduce confusion and align your team.

Prioritize Tasks

After setting commitments, establish priorities. Technology projects have many moving parts. To manage these effectively, teams should collaborate to identify and rank priorities based on urgency, impact, and dependencies.

By focusing on high-priority work, you ensure that your team completes critical tasks first and that you allocate resources efficiently. Clear priorities also help your team maintain a steady workflow and remain aligned.

Follow Up Consistently

Even the most organized teams need structured follow-ups to maintain momentum. Regular, structured check-ins help you and your team track progress, address roadblocks early, and reinforce accountability. Use follow-up and status meetings to catch missed deadlines and project issues before they get out of hand. You gain flexibility to adjust timelines and resources slightly without compromising the overall project schedule.

Consistent follow-ups help you address issues early, keep your team on track, and reinforce a shared sense of responsibility and accountability.

Handle Disruptions Constructively

Working in a team isn’t always easy. Sometimes team members may be disruptive, overlook mistakes, or push back against collaboration. The key is to address these issues early and respectfully. Take the time to listen, acknowledge what’s going on, and respond promptly. Be transparent when addressing concerns and remember that it’s perfectly fine for your answer to be “no.” When you explain the reasons behind your decisions or changes in direction, it helps everyone stay on the same page. Even if not everyone agrees, they will understand where you’re coming from.

By constructively managing conflicts, you and your team maintain a positive environment that encourages productive contributions from everyone.

How We Help

We provide the structure, communication, and support your team needs to succeed. From defining roles and prioritizing tasks to managing follow-ups and challenges, our professional services help keep your IT systems in sync with your business priorities so projects move forward efficiently.

About the Author

Allen Falcon is the co-founder and CEO of Cumulus Global.  Allen co-founded Cumulus Global in 2006 to offer small businesses enterprise-grade email security and compliance using emerging cloud solutions. He has led the company’s growth into a managed cloud service provider with over 1,000 customers throughout North America.

A 5-Step Strategy for Responsible AI

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5-Step Strategy for Responsible AI

AI is changing how our businesses operate and compete. As we rely more on AI, having strong governance is essential to ensure our AI tools are used securely, ethically, and responsibly. Our use of AI should align with your company’s values and regulatory standards.

By setting clear policies and accountability, you can reduce risks like data breaches, ethical issues, and noncompliance. Strong governance also prevents unauthorized AI use, making sure that every AI activity supports your business goals.

1 Create Comprehensive AI Use Policies

Unauthorized AI use, or Shadow AI, creates serious risks for your business. To manage Shadow AI and other risks, you need visibility, control, and guidance for your team. A well-crafted AI Usage Policy reduces the chance of mistakes or misuse and helps you responsibly manage AI usage.

Your AI usage policies should:

  • Define allowed and unallowed use of AI as a tool/resource
  • Outline principles for ethical and appropriate use
  • Specify security guidelines to ensure data protection and compliance with regulations, industry standards, and contractual obligations

Your policies should also clearly state:

  • How your team should handle your company data
  • How your team should handle and protect third party data
  • Which AI tools are approved
  • When and how team members may use external AI resources

2 Implement and Monitor Controls

Implementing access controls and monitoring systems helps you identify when AI tools are being used outside approved channels.

Create processes for:

  • Your team to request access to AI tools and services
  • Evaluating requested tools for applicable use cases, usability, security, and cost
  • Deploying new AI tools and services, including education and training

Periodically audit your environment to spot unauthorized applications before they create problems. 

Work with your team to move to authorized AI tools that provide the same capabilities or review and select a solution you can secure and support.

3 Ensure Legal and Regulatory Compliance

Compliance is a key aspect of responsible AI use. Your AI practices need to follow data privacy laws, industry regulations, and contractual obligations. 

Begin by identifying and reviewing relevant laws, industry standards, and contractual obligations related to data privacy. Identify any specific conditions or requirements related to the use of AI services.

You want to be able to demonstrate and document your compliance. Review the security compliance certifications and practices of your AI services and tools. Collect the necessary information, including how your AI tools collect, store, and use data. 

Regular audits will help catch potential issues, particularly with Shadow AI. 

Stay current with evolving legislation to ensure that your AI practices remain compliant over time.

4 Prioritize Ethical AI Practices

Ethical AI builds trust and protects your reputation. When you prioritize ethics, you show that your business values integrity and fairness, strengthening relationships with clients and stakeholders.

  • Regularly review your AI models and the data they use to remove bias and ensure transparency in decision-making. In addition to bias detection and mitigation, AI training should include diverse data sources and that results are not skewed by inherent biases.
  • Make sure your AI is fair, explainable, and accountable, so your team and clients can trust its outcomes. AI tools should articulate results and decisions in human-understandable terms. People need to be able to understand the rationale behind the AI results.
  • Ensure you have human judgement and intervention at every stage of your AI journey. Clear lines of responsibility provide accountability. Human review prevents over-use of AI, particularly in decision-making. Encourage feedback from employees, clients, and other stakeholders.

5 Train and Support Your Team

Your AI strategy will only succeed if your team knows how to use AI safely and effectively. When your team is confident in using AI, you maximize its benefits while minimizing risks.

Provide training and support that covers technical skills, applicability to relevant use cases, and ethical considerations. 

Support strategies include:

  • Offering training sessions and user guides.
  • Providing a dedicated support team for questions.
  • Offering ongoing learning opportunities as AI evolves.

How We Help

Using AI securely and ethically requires careful planning and ongoing effort. Our Cloud Advisors can help you identify use cases, select tools and services, endure data security and government, and help your team get the most from your AI investments.

About the Author

Bill Seybolt bio pictureBill is a Senior Cloud Advisor responsible for helping small and midsize organizations with cloud forward solutions that meet their business needs, priorities, and budgets. Bill works with executives, leaders, and team members to understand workflows, identify strategic goals and tactical requirements, and design solutions and implementation phases. Having helped over 200 organizations successfully adopt cloud solutions, his expertise and working style ensure a comfortable experience effective change management.

Don’t Fall for the Call

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Don't Fall for the Call

IT support scams are back and on the rise. Over the past few weeks, the reports of vendor phone calls and emails claiming to contact people about suspicious activity in their accounts have skyrocketed.  

Do Not Fall for the Scam

Google, and Microsoft, will NEVER call your or email you to start a service or support call.  Let me repeat that, but this time in bold. Google, and Microsoft, will NEVER call your or email you to start a service or support call.

Some of these calls and emails attempt to get you to enter your username and password into a fake web page. 

Many of these attacks request the multi-factor authentication (MFA) code. The attackers initiate a password reset. If given the MFA code, they access the account and can change credentials, access other services, and exfiltrate information.

It is more difficult to spot fake landing and sign in pages

While historically easy to spot, attackers use generative AI to create sophisticated fake login pages. 

Attackers are also using legitimate landing page, marketing, or document tools. The link in the email may open a validly hosted page or document with instructions and another link that, in turn, takes you to the fake login page. 

As the hackers take you through a legitimate service, as a pass-through, you may be less likely to notice that the page asking for your credentials is fake. This method is also more difficult to combat since the pass-through may require valid credentials for access.

Steps You Can Take

You can take a few simple steps to prevent these types of attacks from successfully damaging your business.

  • Education – Inform and educate your team about current and emerging cyber attack methods, what to look for, and how to handle suspicious activity.  Cyber Awareness Training, if well managed, is an affordable means to keep security top of mind.
  • Advanced Email Threat Protection – Email threat protection focused on sender domains, links, and attachments is not enough. Attackers use masking, images, and QR codes beyond the capabilities of many email protection services. Upgrading to a more robust service will provide better protections. Solutions that provide banners and “one-click response” better empower users to flag and manage suspect messages.

We Will Help

Our Cloud Advisors are here to assist. We will:

  • Assess your current security profile and protections
  • Prioritize options and recommendations for security improvements
  • Help you plan and budget for any changes
  • Deploy and co-manage your security solutions to keep you protected.

Schedule time with one of our Cloud Advisors now to begin your security review and improvements.

About the Author

Bill Seybolt bio pictureBill is a Senior Cloud Advisor responsible for helping small and midsize organizations with cloud forward solutions that meet their business needs, priorities, and budgets. Bill works with executives, leaders, and team members to understand workflows, identify strategic goals and tactical requirements, and design solutions and implementation phases. Having helped over 200 organizations successfully adopt cloud solutions, his expertise and working style ensure a comfortable experience effective change management.

Leadership Thoughts: Noteworthy Blog Posts – May ’25

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As small business owners and leaders, you carry the responsibility for the direction and success of your business.  And while Cumulus Global provides managed cloud services and Cloud Forward IT service and support that help you thrive and grow, we understand your responsibilities are broader than just IT.  Here is a curated list of blog posts from trusted experts and thought leaders that we hope will inform and inspire.

Vision

Business and IT Strategy 

  • Save or Spend? IT Decisions for Turbulent Times
    • Radical changes in government policies, along with unpredictable tariffs and trade policies, create a level of economic uncertainty that impacts our business decisions. Across all aspects of our businesses, including IT services, is it time to save or spend?
    • Allen Falcon, Cumulus Global Blog

Leadership

  • Engaging Generation Z in the Workplace
    • Generation Z (Gen Z) accounts for a growing percentage of the global workforce. However, many individuals in this demographic feel disengaged or disempowered in the workplace. This article explains how engaging Gen Z is important for organizations, outlines challenges employers face in these efforts and provides tips on engaging this demographic in the workplace.
    • Chrystine Heier, Sullivan Benefits

Legal

  • Sue the Bastard! … I Think
    • When it comes to reviews, businesses have a strong incentive push for 5 stars. For instance, an increase of one star on a Yelp review can lead to a 5-9% increase in business revenue, according to a Harvard Business School study. But what if the review is not a true reflection of the company? 
    • Daniel Batterman, Esq. at Lipresti Law

Human Resources

Marketing

  • Marketing Through Challenging Times
    • In today’s rapidly changing world, marketing strategies that resonate on a deeper, more authentic level are crucial. As a business owner or marketer, adjusting your narrative to align with current events, while maintaining authenticity, can significantly impact both your audience engagement and your own mental well-being.
    • Kristi Mitchell, Marketing Uncomplicated

Social Media

  • Should I Be Using Threads for My Business?
    • Given the immense popularity and potential of this microblog-style social media app, you might be wondering if Threads is worth exploring for promoting your organization. So today, I wanted to take a minute to outline some key highlights about the platform and offer my thoughts on how you can evaluate its suitability for your needs.
    • Nicole Porter, Monomoy Social Media

Productivity

  • Gen AI Prompt Engineering
    • You don’t need to be a data scientist or a machine learning engineer – everyone can write effective gen AI prompts. This 60+ Google whitepaper goes beyond “prompting 101” and dives deep into advanced prompt engineering with Gemini AI and for large language models (LMMs) in general.
    • Cumulus Global Library, May 2025
  • Slash Email Time by 50%: Must-Have AI Tools
    • Those constant incoming messages can weigh us down and make it tough to stay productive. When your inbox is overflowing, it’s hard to know where to start or what to prioritize. Plus, the urge to respond right away can pull our focus away from those bigger, long-term projects that really matter. But this can all change! With the right email management tools powered by AI, your inbox is transformed from a daily hassle to a simple task you can easily handle.
    • Mike Grossman, Mike Grossman Consulting, LLC

Wellness

  • Boosting Your Mental Health Daily
    • Mental Health Awareness Month is observed every May to help break the stigma and support people living with mental health conditions. Mental health is always there; your state continually changes depending on resources and challenges. Focusing on maintaining or  improving your mental health is important, so here are five ways to boost your mental health on a daily basis.
    • Chrystine Heier, Sullivan Benefits

Cybersecurity

  • Why Not Prevent AI Data Breaches?
    • To state the obvious, AI data breaches and leaks will damage your business. Even sharing sensitive or protected information internally will cause problems. Less obvious is the fact that you have already shared information that should not be shared. You should expect that private, sensitive, and protected information in Google Workspace or Microsoft 365 is already accessible to your AI tools. Now is the time to prevent AI data breaches.
    • Cumulus Global Blog, May 2025

Help us keep the ideas flowing. As a thought leader, if you have any blog posts that you want to share, please let us know.

Leadership Thoughts: Noteworthy Blog Posts – Jan ’25

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As small business owners and leaders, you carry the responsibility for the direction and success of your business.  And while Cumulus Global provides managed cloud services that help you thrive and grow, we understand your responsibilities are broader than just IT.  Here is a curated list of blog posts from trusted experts and thought leaders that we hope will inform and inspire.

Human Factors

Legal and Compliance

  • 2025 Employment Law Outlook
    • Explores critical employment law trends and topics to deliver important insights and forecast trends and challenges employers will likely encounter in 2025. It offers employers a forward-looking perspective to enhance their preparedness and ensure sustained success in an increasingly complex regulatory environment.
    • Chrystine Heier, Sullivan Benefits

Management

Marketing

Productivity

  • Gen AI Prompts: A Primer
    • Like most IT solutions, the value of AI depends on when, why, and how you decide to use it. Better Gen AI prompts give you better results. This eBook provides a model, structure, and approach to building effective Gen AI prompts that save time and effort. 
    • Cumulus Global eBook, May 2024

Strategy and Leadership

  • Building a Foundation for AI Success: A Leader’s Guide
    • For AI success, you need a solid foundation. In this paper, Microsoft shares insights — from customers, partners, analysts, AI leaders inside and outside of the company, and from Microsoft’s own experience — about the five categories that, collectively, form a foundation for building sustainable value and AI success.
    • Microsoft Whitepaper

Wellness

  • 7 Tips for a Successful Workplace Wellness Program
    • In today’s fast-paced world of hybrid work, finding a balance between work and wellness is more important than ever. Prioritizing wellness at work is not only essential for individual health and happiness but fosters a positive and productive work environment with less absenteeism and lower healthcare costs. This post invites you to introduce Lifestyle Medicine’s seven innovative Pillars of Wellness to your work community today.
    • Michelle Grasso, Synergy Wellness Center

Technology and Security

Help us keep the ideas flowing. If you have any blog posts that are leadership thoughts you want to share, please let us know.h

Leadership Thoughts: Noteworthy Blog Posts – Aug ’24

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As small business owners and leaders, you carry the responsibility for the direction and success of your business.  And while Cumulus Global provides managed cloud services that help you thrive and grow, we understand your responsibilities are broader than just IT. As a way to share some leadership thoughts, here is a curated list of blog posts from trusted experts that we hope will inform and inspire.

Human Factors

Legal and Compliance

Management

Marketing

  • AI Tools to Improve Lead Generation
    • Does your lead generation information flow through your Customer Relationship Management (CRM) system? Does your CRM provide insights, automation, and improved lead management? I’ll share how you can use AI to dynamically personalize content on your website or in your emails based on the visitor’s behavior and preferences.
    • Mike Grossman, Mike Grossman Consulting, LLC
  • Should I Be Using Threads for My Business?
    • Given the immense popularity and potential of this microblog-style social media app, you might be wondering if Threads is worth exploring for promoting your organization. I wanted to take a minute to outline some key highlights about the platform and offer my thoughts on how you can evaluate its suitability for your needs.
    • Nicole Porter, Monomoy Social Media

Productivity

Strategy and Leadership

Wellness

Technology and Security

  • Cyber Security Requirements for Cyber Insurance
    • Meeting basic cyber security requirements helps insure your cyber insurance coverage is appropriate and affordable. In this eBook, we outline the cyber security components you should have in place before getting your cyber insurance policy.
    • Cumulus Global eBook, August 2022
  • Improve Your Email Deliverability and Security in Five Steps
    • Email services are stepping up protections. Here are 5 best practices that help ensure your emails get delivered and that you are protected from identity and business email compromise cyber attacks.
    • Cumulus Global eBook, April 2024

Help us keep the ideas flowing. If you have any blog posts that are leadership thoughts you want to share, please let us know.

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IT Budget Workbook Template

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eBook | Source: Cumulus Global — Most small businesses do not create an IT budget. Instead, we renew services when they come due and make new spending decisions as the needs or opportunities arise. Without an IT Budget, every spending decision is out of budget and an exception to our spending and fiscal expectations. This eBook shares a simple 5 step process for planning your IT spending.

Read more

Smart IT Budgeting Pays Off

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eBook | Source: Cumulus Global — Most small businesses do not create an IT budget. Instead, we renew services when they come due and make new spending decisions as the needs or opportunities arise. Without an IT Budget, every spending decision is out of budget and an exception to our spending and fiscal expectations. This eBook shares a simple 5 step process for planning your IT spending.

Read more

Make IT Decisions Like a Pro – 7 Best Practices

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eBook | Source: Cumulus Global — IT decision-making often feels overwhelming. With countless new products, services, and a seemingly endless stream of information, it’s easy to hesitate, overanalyze, and doubt your decisions. You want (and need) IT services to drive growth, improve efficiency, and position your organization for long-term success.

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Decision Tree: Windows 10 End of Life

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eBook | Source: Cumulus Global — Windows 10 End of Life is October 14, 2025. Proactive planning and action are not just recommended, they are critical for your business continuity and security. This eBook provides a decision tree and walks you through your Windows 10 upgrade options.

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Cybersecurity Essentials for Smaller Businesses

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eBook | Source: Cumulus Global — Cybercriminals target small businesses because we tend to have fewer resources and less robust cybersecurity practices. This eBook provides a strategy, model, & roadmap of affordable, effective cybersecurity essentials for sole practitioners, solopreneurs, & very small businesses.

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Google Workspace: A Guide for Using AI at Work

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eBook | Source: Google — With Google Workspace, powerful AI is included – not bolted on. Gemini AI is the AI that makes everyday work easier. This eBook provides an app by app overview of ways to use AI in Google Workspace

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Verizon 2024 Data Breach Investigations Report

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Whitepaper | Source: Verizon — The Verizon 2024 Data Breach Investigations Report, the 17th annual edition, highlights evolving threat scenarios world-wide. From year to year, we see new and innovative attacks as well as variations on tried and-true attacks. The past year has been a busy one for cybercrime.

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Microsoft Digital Defense Report 2024

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Whitepaper | Source: Microsoft — In the last year, the cyber threat landscape continued to become more dangerous and complex. Improved defenses will not be enough. However, improved defense will not be enough. The data, insights, and events in this report represent July 2023 through June 2024 (Microsoft fiscal year 2024), unless otherwise noted.

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Google Workspace Security Feature Matrix

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eBook | Source: Cumulus Global — This eBook provides a summary of the security features across Google Workspace subscriptions. Using the included matrices, you can select the subscription that best meets your needs and compare the detailed capabilities of security features against third party options.

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Pen Test Primer: Security for Small Businesses

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eBook | Source: Cumulus Global — This eBook presents an introduction to Penetration Testing and discusses how small and midsize businesses can use Pen Testing effectively and affordably as part of a robust cybersecurity program.

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Webcasts

IT Strategy & Planning: Where You Want IT to Be in 2026

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(12/16/25) – With significant changes to our productivity tools, the Artificial Intelligence explosion, and increasing expectations for security and compliance, how are your IT strategy and planning adapting for the coming year? Let productivity, security, and affordability drive your IT strategy and plans for 2026.

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How To: Better AI Results

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(11/18/25) – If what you put into AI is not clear, what you get out will lack clarity. If your use case – your “why” for using AI – is not clear, you will not get the outcomes you want. AI is most effective when you define meaningful use cases and use well-designed prompts.

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Don’t Do IT Alone

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(10/21/25) – Sole practitioners and solopreneurs make up about 80% of all small businesses. At the same time, fewer than 10% of IT service providers want sole practitioners, solopreneurs, and other very small businesses as clients. Picking the right suite of IT solutions, and finding the right IT service provider is essential for your productivity, security, and budget.

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Is Your AI OK?

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(09/15/25) – AI is here. Your business is using AI – officially or not. And with AI comes “AI Data Leaks.” AI has the power to do good and to do damage. Managing your AI services, and security, is the best way to ensure your AI is OK.

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Make IT Decisions with Confidence

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(08/19/25) – As small business owners and leaders, we struggle to make IT decisions. We may trust our advisors, our sources of information and guidance, but is that enough? In order to make IT decisions with confidence, we need to trust ourselves. If not, we struggle with analysis paralysis amid overwhelming information and options.

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Better IT for SMBs

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(06/17/25) – Most IT firms serving small and midsize businesses target companies with more than 20 employees. As a smaller business, your IT needs differ. You want and deserve secure, productive, and affordable IT. This 3T@3 Series event recording dives into how sole practitioners and very small businesses can and should get the productive, secure, and affordable IT solutions and services you need.

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Secure Your Data for Gemini AI

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(05/20/25) – Take steps to ensure that Gemini and other AI tools will not expose sensitive information internally or externally. In this 3T@3 Series online event, Cumulus Global CEO Allen Falcon is joined by Paul Lees, CEO of Bespin labs to discuss the importance of data governance and security with gen AI in Google Workspace.

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Pick the Right Service Plan

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(04/15/25) – Management, administration, training, and support determine how much value you get from your IT services and systems. In this live 3T@3 Series online event, Cumulus Global CEO Allen Falcon discusses how to select the right service plan and managed cloud services for your business.

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Managed Cloud Services Update

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(03/18/25) – Cumulus Global is updating our Managed Cloud Services to expand protections against cyber attacks. Cybersecurity Enhancements Add Value to your Managed Cloud Services. Changes to our traditional Service Plans give you even more options.

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Data Loss Prevention (DLP) for SMBs

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(02/18/25) – If your business must comply with government or industry regulations covering disclosure of protected information, Data Loss Prevention (DLP) can be complex and expensive. This session coves affordable, effective DLP solutions for small and midsize businesses, like yours.

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