We had a situation recently that really drove home a key point in technology planning for Small businesses. This is especially relevant to “paperless” professional offices, like doctors, dentists, veterinarians, and other business that don’t routinely keep paper backup…and rely on their computers to run business day-to-day.
First off, let’s make this clear: Data backup is the single most important protection for any business. Or person. Period. If you don’t have a tested data backup that is the first thing you need to do. Call or e-mail us today to make it happen. We won’t laugh, yell, or judge you, but we will act with all possible haste to make sure you’re protected.
So once you have your files safely backed up once a day you’re done, right? Indeed, for many small businesses a file-based backup is all they need. Sometimes, though, there is more to the story.
Another type of loss
A new client had a problem: Their server “died” unexpectedly overnight. The office manager arrived in the morning and found that she couldn’t access the system. They had a reliable data backup in place, so there was no initial panic, but after a few moments she realized she
- could not view the day’s schedule
- could not access patient phone numbers to ask the day’s patients to reschedule
- was not able to access patients’ records
- was not able to confirm tomorrow’s patients
- could not record procedures and calculate charges
- could not accept checks or run credit cards for payment
In short, this busy professional office was brought to a standstill.
A $300 per hour professional business owner and her $75 per hour technicians were unable to perform most of their core job functions. The office staff was unable to contact clients, compute bills, or collect payments. This collateral damage will set the operation back by thousands of dollars in addition to our emergency response labor charges.
Ouch. Of course we have a better way.
The Alternate Reality
One of our other clients had an event that started in a similar way: Their server “died” unexpectedly overnight. They knew they had a tested file-based backup system in place and didn’t panic. After a few seconds, the impact of a server-less day started to hit the office manager. She called us.
We connected into their network and accessed an on-site backup device….signed on…selected the server name, set a few options, and clicked a link called, “Virtualize this server.” Within ten minutes we saw a message saying “Server started” and were able to connect into a complete copy of their server taken at the end of the previous day.
Within 30 minutes the office manager was viewing the day’s schedule. A full day’s work was done (and billed for!) We fixed the server in our lab during daytime hours at our normal labor rates, returned the system a couple days later, and performed a “bare metal” restore to re-install the server with then-current data.
This incident left the operation down for one hour. About a day’s labor at normal rates. Total cost is reduced by more than 70%.
Advanced recovery from major problems
We can also add off-site virtualization, so that in the event of a fire, flood, theft, or other major disaster we can start a copy of the server “in the cloud,” so that the practice owner and office manager can get into a working copy of their database to get the most critical information (next day’s schedule, financials, client contact info) and begin provisions to work from a temporary location…or at least notify the next day’s patients of schedule changes.
These systems are surprisingly affordable for businesses where they are needed. We generally use a combined approach with a file-based backup that maintains multiple revisions of key files, combined with a backup device to keep important systems available for use.
It’s almost certain that an investment of a few hundred dollars per month will save your business from several thousand dollars of loss during its life. Even if your server is relatively new we can show you how it works and determine if an advanced business continuity solution makes sense for your operations.
Call, e-mail, message, or connect with us to get the details!
-Greg

At Charland Tech, we’re Quickbooks Certified ProAdvisors of a different sort. We’re not accountants. We don’t want to be accountants. But it’s critical for us to be able to install, support, and advise on Quickbooks issues.
One of the most common questions to come up lately is “Can I run Quickbooks from my favorite cloud provider (i.e. JungleDisk, Box.Net, DropBox, SkyDrive, etc)? What’s the best way to share or use a company file remotely?”
Sadly, we’re not always able to give the answer they’re looking for. Short answer: Quickbooks does not “play nice” with any kind of cloud/file sharing systems.
As most of us in the business know, the QuickBase database the runs Quickbooks panics whenever it “loses sight” of its files for a millisecond. The program has become more robust over the years but it still needs a CONSTANT network connection to avoid errors and corruption.
The problem comes when your cloud file service downloads a local copy…then opens it in QB…then QB tries to open another file handle in the cloud file, which is still being saved (and pushed back to the cloud). QuickBooks has so many different file handles open in different states that it won’t work well on a Network-Attached Storage device or Windows Home Server with DriveExtender even on a Local Area Network.
We have tried several different providers, and even those using a local cache still have enough lag and file system mapping that the QB DB connection will break, even in single user mode. It’s a company file corruption waiting to happen. Similar to a NAS configuration, we recommend hosting the company on a local workstation that backs it up to the cloud.
It may appear to be working for a while but there’s a very high risk of data corruption. Company file corruption = no fun at all and often no way to recover.
For those businesses who want/need to have multiple users in multiple locations accessing a company file at the same time, there are options:
1. Use one of the intuit-approved QB hosting providers
2. Use gotomypc, logmein, etc to remote into desktops on your local network
3. We’ve found that Windows terminal services configurations are stable and reliable when set up properly (although technically unsupported by Intuit). SBS2011 gives us the ability to very easily run server-based applications on a remote desktop, which is nice because the Quickbooks data connection is not reliant on your network.
Keep in mind that each of these setups has its own performance and security ramifications. Contact us for more info about your specific situation and we’ll give our recommendations on best practices for your Quickbooks installation!