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AI/BI: The Tool Helping SMBs Build Data-Driven Organizations
AI/BI: The Tool Helping SMBs Build Data-Driven Organizations

Forbes

time9 hours ago

  • Business
  • Forbes

AI/BI: The Tool Helping SMBs Build Data-Driven Organizations

Glenn Mathis is CEO of Integris, a national MSP building operational maturity for SMBs with managed IT tools and consulting. Business intelligence (BI) is one of the latest AI applications everyone's buzzing about—and with good reason. BI is helping organizations turn their raw data into actionable insights, understand past performance and predict future outcomes like never before. Is it any wonder, then, that Straits Research predicts the global business intelligence app market will grow at a CAGR of 14.98% every year, to $116.25 billion by 2033? From the advanced modeling and interactive dashboards of Microsoft Power BI, to the BI-connectivity with Google tools in Google Looker Studio, to the proactive monitoring and action plans from a multi-agented tool like Tableau Pulse, big changes are coming for the world of data management. AI/BI used to only be able to parse data from rigid inputs. Now, it can jump between apps, scrape the web, think strategically and even operate in swarms to execute complex tasks—and do it with licensable, plug-and-play software that is scaled for your budget. The democratization of BI is coming. So, what steps can you take to make your company ready? Laying The Groundwork For Success With BI In order to capitalize on future BI applications, it's important to begin shifting how your organization thinks about data. Who has access to it, and how can you put it to work for you? Think about the types of documents and data your business handles, and create levels of access for AI/BI apps and employees. Tighten up your identity access management, and set up zero-trust protocols that continuously monitor authentication during every user's work session. Even if your organization isn't ready for a big shift to these advanced tools yet, this can help lay the groundwork you'll need to be successful with BI later. Developing BI Use Cases To Drive Future Investment Before making the investment in BI, every company should first ask, "How do we want to use it?" Inspiration abounds. Microsoft is amassing a use case library for its Microsoft Power BI product that's now up to over 1,000 real world case studies. Before you pull the trigger on the latest new BI technology, ask yourself: • "How many licenses will I need, and which employees will have access?" • "What types of data and documents will this app have access to?" • "Will broader access to this data across the organization create regulatory issues, such as HIPAA or GDPR data-handling violations?" • "How will the addition of BI tools affect our cybersecurity monitoring and documentation?" • And, perhaps most importantly, "What are the specific BI use cases that will drive the most value for my company, and how do I amortize the potential ROI over time?" Here are some of the areas where I think we'll be seeing the best use cases for business intelligence soon: BI can paint a picture of where you are, but I've found it's most useful when you use it to anticipate what your customers need next. For example, Ecolab has harnessed generative AI to analyze customer data and predict sales trends, significantly improving customer engagement and sales. They've also used BI tools to identify their top performing plants, figure out what made them more successful, and develop action plans for their other plants to pull them up to the same level. Some of the biggest names in tech have been using their own customized BI programs for years. For instance, Amazon uses machine learning to forecast demand for more than 400 million products, with predictive models that help them automate inventory placement and logistics so they can fulfill their two-day delivery promise. Similarly, UPS' ORION system uses AI to plan delivery routes—making big gains in speed and overhead. These companies have invested millions. But with the new tools available for SMBs, what kinds of automations can you render on a smaller scale that can move your business forward? Chances are, your company has been gathering better, deeper information about your customers' behavior for some time now. AI/BI tools are making it possible to respond to that behavior in real time, improving the customer experience while you boost sales. A good example of this is UPS My Choice alerts: a free, AI powered system that lets residential customers decide where, how and when their products get delivered, then adjusts its logistics routes accordingly. Netflix, of course, is the vanguard of the new entertainment streaming future that uses AI/BI. Today, they're not just parsing data to serve personalized recommendations; they're also using that data to determine the likelihood of a show or film's success, what new projects to greenlight, and what personalized ads to send to what viewers. How could you be using your customers' behavior to drive your future investments and create new revenue streams? AI/BI: Time To Get Inspired Fortune 500 companies are leading the way with BI technology, but the democratization of data will soon be coming for companies everywhere. Now is the time to think about the data governance structures and software that can help take your company to the next level. Forbes Business Council is the foremost growth and networking organization for business owners and leaders. Do I qualify?

TechMD Announces its Acquisition by Integris
TechMD Announces its Acquisition by Integris

Yahoo

time17-06-2025

  • Business
  • Yahoo

TechMD Announces its Acquisition by Integris

ENDICOTT, N.Y., June 17, 2025--(BUSINESS WIRE)--TechMD, a leading provider of cybersecurity and IT managed services, announced today that it has been acquired by Integris, a national leader in IT managed services. TechMD has been backed by ClearLight Partners, a private equity firm based in Newport Beach, California. Integris is backed by OMERS Private Equity. The financial terms of the transaction were not disclosed. "We are excited for this new chapter at TechMD," Kevin Blake, TechMD's CEO, shared. "We are impressed with the Integris team and know they will be a world-class partner. We are confident that together we can provide outstanding service to our clients, while also investing in our people and processes to continue to evolve and deliver a superior client experience." Michael Kaye, Founding Partner of ClearLight said, "Kevin and his team have done a great job of protecting and servicing clients, and have grown the company well. It has been a great pleasure to work with them. We are excited to see their continued success as part of the larger Integris organization." Kyle Burke, Partner of ClearLight Partners, added, "Early on, we identified tailwinds in the IT managed services industry and believed TechMD was well positioned to capitalize on them. The team executed, driving strong retention and organic growth, while staying ahead of the curve to provide compelling value to clients. This gave us the confidence to continue to grow organically and through a series of add-on acquisitions, leading to a great outcome." TechMD and ClearLight Partners were advised by Guggenheim Securities, LLC, Kirkland & Ellis, LLP, and Hinman, Howard & Kattell. About TechMD Founded in 1986 and with offices in New York, California, Massachusetts, and Maryland, TechMD provides managed IT and cybersecurity services under the 1nteger Security brand, along with strategic IT consulting. TechMD has succeeded in helping clients and their communities by taking care of IT needs so that they can focus on their businesses. About Integris Integris is a national leader in future-ready managed services, delivering innovative solutions that drive digital maturity for small to midsize businesses. We go beyond traditional IT management by delivering strategic roadmaps that optimize operations, strengthen cybersecurity, refine cloud solutions, and ensure compliance—all while enhancing our client's digital capabilities. Our goal is to transform each organization into a smarter and faster digital powerhouse. Our platform is responsive, secure, and ready to meet the unique regulatory demands of the industries we serve. Regularly featured on the Inc. 5000 list of fastest-growing companies, Integris is backed by the private equity arm of the Ontario Municipal Employees Retirement System (OMERS). For more information, visit About ClearLight Partners ClearLight Partners is a private equity firm in Newport Beach, California that invests in established, profitable middle-market companies with significant growth potential. Since its inception, ClearLight has raised $900 million in capital across three funds from a single limited partner. The team at ClearLight has extensive operating and financial experience and has a history of successfully partnering with owners and management teams to drive growth and create value. For more information, please visit View source version on Contacts Kyle BurkePartner at ClearLight Partnerskpb@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

TechMD Announces its Acquisition by Integris
TechMD Announces its Acquisition by Integris

Yahoo

time17-06-2025

  • Business
  • Yahoo

TechMD Announces its Acquisition by Integris

ENDICOTT, N.Y., June 17, 2025--(BUSINESS WIRE)--TechMD, a leading provider of cybersecurity and IT managed services, announced today that it has been acquired by Integris, a national leader in IT managed services. TechMD has been backed by ClearLight Partners, a private equity firm based in Newport Beach, California. Integris is backed by OMERS Private Equity. The financial terms of the transaction were not disclosed. "We are excited for this new chapter at TechMD," Kevin Blake, TechMD's CEO, shared. "We are impressed with the Integris team and know they will be a world-class partner. We are confident that together we can provide outstanding service to our clients, while also investing in our people and processes to continue to evolve and deliver a superior client experience." Michael Kaye, Founding Partner of ClearLight said, "Kevin and his team have done a great job of protecting and servicing clients, and have grown the company well. It has been a great pleasure to work with them. We are excited to see their continued success as part of the larger Integris organization." Kyle Burke, Partner of ClearLight Partners, added, "Early on, we identified tailwinds in the IT managed services industry and believed TechMD was well positioned to capitalize on them. The team executed, driving strong retention and organic growth, while staying ahead of the curve to provide compelling value to clients. This gave us the confidence to continue to grow organically and through a series of add-on acquisitions, leading to a great outcome." TechMD and ClearLight Partners were advised by Guggenheim Securities, LLC, Kirkland & Ellis, LLP, and Hinman, Howard & Kattell. About TechMD Founded in 1986 and with offices in New York, California, Massachusetts, and Maryland, TechMD provides managed IT and cybersecurity services under the 1nteger Security brand, along with strategic IT consulting. TechMD has succeeded in helping clients and their communities by taking care of IT needs so that they can focus on their businesses. About Integris Integris is a national leader in future-ready managed services, delivering innovative solutions that drive digital maturity for small to midsize businesses. We go beyond traditional IT management by delivering strategic roadmaps that optimize operations, strengthen cybersecurity, refine cloud solutions, and ensure compliance—all while enhancing our client's digital capabilities. Our goal is to transform each organization into a smarter and faster digital powerhouse. Our platform is responsive, secure, and ready to meet the unique regulatory demands of the industries we serve. Regularly featured on the Inc. 5000 list of fastest-growing companies, Integris is backed by the private equity arm of the Ontario Municipal Employees Retirement System (OMERS). For more information, visit About ClearLight Partners ClearLight Partners is a private equity firm in Newport Beach, California that invests in established, profitable middle-market companies with significant growth potential. Since its inception, ClearLight has raised $900 million in capital across three funds from a single limited partner. The team at ClearLight has extensive operating and financial experience and has a history of successfully partnering with owners and management teams to drive growth and create value. For more information, please visit View source version on Contacts Kyle BurkePartner at ClearLight Partnerskpb@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

TechMD Announces its Acquisition by Integris
TechMD Announces its Acquisition by Integris

Business Wire

time17-06-2025

  • Business
  • Business Wire

TechMD Announces its Acquisition by Integris

ENDICOTT, N.Y.--(BUSINESS WIRE)--TechMD, a leading provider of cybersecurity and IT managed services, announced today that it has been acquired by Integris, a national leader in IT managed services. TechMD has been backed by ClearLight Partners, a private equity firm based in Newport Beach, California. Integris is backed by OMERS Private Equity. The financial terms of the transaction were not disclosed. 'We are excited for this new chapter at TechMD,' Kevin Blake, TechMD's CEO, shared. 'We are impressed with the Integris team and know they will be a world-class partner. We are confident that together we can provide outstanding service to our clients, while also investing in our people and processes to continue to evolve and deliver a superior client experience.' Michael Kaye, Founding Partner of ClearLight said, 'Kevin and his team have done a great job of protecting and servicing clients, and have grown the company well. It has been a great pleasure to work with them. We are excited to see their continued success as part of the larger Integris organization.' Kyle Burke, Partner of ClearLight Partners, added, 'Early on, we identified tailwinds in the IT managed services industry and believed TechMD was well positioned to capitalize on them. The team executed, driving strong retention and organic growth, while staying ahead of the curve to provide compelling value to clients. This gave us the confidence to continue to grow organically and through a series of add-on acquisitions, leading to a great outcome.' TechMD and ClearLight Partners were advised by Guggenheim Securities, LLC, Kirkland & Ellis, LLP, and Hinman, Howard & Kattell. About TechMD Founded in 1986 and with offices in New York, California, Massachusetts, and Maryland, TechMD provides managed IT and cybersecurity services under the 1nteger Security brand, along with strategic IT consulting. TechMD has succeeded in helping clients and their communities by taking care of IT needs so that they can focus on their businesses. About Integris Integris is a national leader in future-ready managed services, delivering innovative solutions that drive digital maturity for small to midsize businesses. We go beyond traditional IT management by delivering strategic roadmaps that optimize operations, strengthen cybersecurity, refine cloud solutions, and ensure compliance—all while enhancing our client's digital capabilities. Our goal is to transform each organization into a smarter and faster digital powerhouse. Our platform is responsive, secure, and ready to meet the unique regulatory demands of the industries we serve. Regularly featured on the Inc. 5000 list of fastest-growing companies, Integris is backed by the private equity arm of the Ontario Municipal Employees Retirement System (OMERS). For more information, visit About ClearLight Partners ClearLight Partners is a private equity firm in Newport Beach, California that invests in established, profitable middle-market companies with significant growth potential. Since its inception, ClearLight has raised $900 million in capital across three funds from a single limited partner. The team at ClearLight has extensive operating and financial experience and has a history of successfully partnering with owners and management teams to drive growth and create value. For more information, please visit

Integris Amplifies Position as a Leading Future-Ready MSP with Strategic Acquisition
Integris Amplifies Position as a Leading Future-Ready MSP with Strategic Acquisition

Yahoo

time16-06-2025

  • Business
  • Yahoo

Integris Amplifies Position as a Leading Future-Ready MSP with Strategic Acquisition

National managed IT services provider advances vision for differentiated service offerings and organizational growth with expanded footprint CRANBURY, N.J., June 16, 2025 /PRNewswire/ -- Integris, a national leader in future-ready managed services, backed by OMERS Private Equity, today announces the acquisition of premier managed service provider, TechMD along with its security division, 1nteger Security. This strategic acquisition is its largest to date and signifies the next pivotal milestone in Integris' continued evolution by expanding the company's innovative solutions and services that drive digital maturity for small to midsize businesses. "Every acquisition we make is a strategic step toward our vision of transforming Integris into a smarter, faster, and more transformative digital powerhouse," said Glenn Mathis, newly appointed CEO, and previous president and COO, of Integris. "By bringing like-minded teams and capabilities into the Integris family, we're not just expanding our footprint—we're deepening our ability to elevate the customer experience. Together, we will deliver a high-impact platform that's more responsive, more secure, and more aligned with the real needs of our clients." Founded in 1986 as ICS and rebranded to TechMD in 2023, the Northeast-based managed service provider—with a strong presence in California—has been helping small to midsize businesses and organizations power their success through technology for more than 20 years. This extensive knowledge and expertise in providing IT managed services, cybersecurity services, technical services, cloud solutions and product procurement will assist in advancing Integris' vision for the future of the industry. "Our mission has been to develop a technology company that is future-ready and forward-thinking with a strong sense of duty toward the customer experience, and we believe Integris is the perfect representation of this direction," said Kevin Blake, president and CEO of TechMD. "Integris and its leadership are in the right position to elevate our combined experience and technology solutions to the next level, and we're thrilled to be joining their team." This pivotal moment in Integris' history also marks the progression of leadership for the company. After founding and leading the company since its inception, Rashaad Bajwa is transitioning from CEO to executive chairman of the Integris Board. "It has been the privilege of my life to help build Integris into what it is today, however, I cannot think of a more perfect fit for the future of Integris than Glenn," said Bajwa. "Our industry is undergoing exciting changes, with Integris at the forefront of this innovative charge, and with Glenn's powerful thought leadership on how AI, automation and data will transform the MSP of the future, now is the perfect time for him to take over the reigns as CEO and for me to help support Integris from my position on the Board." To learn more about Integris' suite of solutions and services, visit Guggenheim Securities, LLC acted as exclusive financial advisor to TechMD. About IntegrisIntegris is a national leader in future-ready managed services, delivering innovative solutions that drive digital maturity for small to midsize businesses. We go beyond traditional IT management by delivering strategic roadmaps that optimize operations, strengthen cybersecurity, refine cloud solutions, and ensure compliance—all while enhancing our client's digital capabilities. Our goal is to transform each organization into a smarter and faster digital powerhouse. Our platform is responsive, secure, and ready to meet the unique regulatory demands of the industries we serve. Regularly featured on the Inc. 5000 list of fastest-growing companies, Integris is backed by the private equity arm of the Ontario Municipal Employees Retirement System (OMERS). For more information, visit About OMERSOMERS Private Equity manages investments globally on behalf of OMERS, one of Canada's largest defined benefit pension plans, with C$138.2 billion in net assets as of December 31, 2024, including approximately C$27.5 billion in net private equity investment asset exposure. The Buyout team invests across Industrials, Healthcare, Business Services and Technology, deploying an evergreen capital base to partner with strong management teams and transform good companies into industry leaders. For more information, please visit View original content to download multimedia: SOURCE Integris

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