Tech Advisory

Technology Advice for Small Businesses

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Stop scrolling through filters: How Excel slicers make data exploration simple

If you regularly work with tables or PivotTables in Excel, slicers can make filtering your data much easier. Rather than hunting through dropdown filter lists, slicers give you a visual panel of buttons corresponding to each category in your data, making filtering fast, intuitive, and easy to reverse. Anyone who has spent time wrangling a… Continue reading Stop scrolling through filters: How Excel slicers make data exploration simple

Excel slicers: The visual filtering tool most users don’t know about

Excel’s standard filtering tools work, but they’re not designed for speed or visual clarity, especially with large datasets. Slicers change the experience entirely, replacing dropdown lists with clickable buttons that let you filter tables, PivotTables, and charts in seconds. Here’s how to set them up and get the most out of them. Anyone who has… Continue reading Excel slicers: The visual filtering tool most users don’t know about

How to use Excel slicers to filter data faster and more clearly

Anyone who has spent time wrangling a large dataset in Excel knows the frustration of dropdown filters that are slow to navigate and difficult to read at a glance. Slicers are Excel’s answer to that problem — a visual, button-based filtering interface that makes it faster to drill into the data you actually need, and… Continue reading How to use Excel slicers to filter data faster and more clearly

How number porting works and how to make sure it goes smoothly

Your business phone numbers are yours to keep, regardless of which carrier currently manages them. The Federal Communication Commission’s (FCC) local number portability rules guarantee that right, but the transfer process has requirements that you need to understand before you begin. What number porting is and why it matters Local number portability (LNP) is the… Continue reading How number porting works and how to make sure it goes smoothly

What is number porting? A guide for businesses switching providers

Most businesses changing phone providers assume the number transfer is the easy part. Federal Communications Commission (FCC) rules protect your right to keep your numbers when switching carriers, but the process still involves coordination between providers, documentation, and several steps where errors can cause delays. Understanding how it works before you start saves time, reduces… Continue reading What is number porting? A guide for businesses switching providers

Number porting explained: What businesses need to know before switching providers

Switching to a new phone provider doesn’t have to mean starting over with new numbers. Number portability — the right to take your existing phone numbers with you when you change carriers — is a federal protection established by the Federal Communications Commission (FCC) and available to virtually all businesses. But knowing you can port… Continue reading Number porting explained: What businesses need to know before switching providers

Everything your IT team needs to know about Microsoft 365 shared mailboxes

If your organization uses a team inbox for customer inquiries, billing questions, or general contact, a shared mailbox in Microsoft 365 is likely your most practical solution. It doesn’t require users to share login credentials, doesn’t consume an additional license for the mailbox itself, and integrates naturally into Microsoft Outlook. However, there are several important… Continue reading Everything your IT team needs to know about Microsoft 365 shared mailboxes

How to set up and manage shared mailboxes in Microsoft 365

A shared mailbox in Microsoft 365 lets multiple people send and receive email from a single address without any of them needing to log in separately or manage it as a personal inbox. When set up correctly, it’s an effective tool for managing shared communication. When set up incorrectly, however, it creates confusion, security exposure,… Continue reading How to set up and manage shared mailboxes in Microsoft 365

Shared mailboxes in Microsoft 365: A definitive guide

Support desks, front desk teams, and department-wide inboxes all have something in common: email that belongs to a role or function rather than a person. Microsoft 365’s shared mailbox feature is built for exactly this scenario, allowing a team to send and receive from a shared address while each member accesses it through their own… Continue reading Shared mailboxes in Microsoft 365: A definitive guide

Is your technology working for your business? Regular reviews help you find out

Staying competitive as a small or mid-size business increasingly means getting technology decisions right, not just at the point of purchase, but on an ongoing basis as tools evolve, business needs shift, and the threat landscape changes. A regular technology business review is the mechanism that keeps those decisions grounded in current reality rather than… Continue reading Is your technology working for your business? Regular reviews help you find out