Articles by Davis Merrey

I was recently asked to speak before a group of non-profit organizations about IT matters. These were CEOs and executive directors of agencies aligned with The United Way of Central Oklahoma. They were kind enough to provide a list of topics of interest, including the following. Remote working best practices How to host a successful…

My friend Bob had reached the end of his rope with his bank. Getting an answer to a simple question had become a nightmare; being switched from one person to another, taking up precious time, and still not getting a logical explanation for the answer. Somehow his bank seemed to have forgotten how to make…

Okay, I got hooked! A couple of years ago, I fell for a phishing scheme. I was exchanging emails with a supply partner of ours about a service we were considering offering. For us to become an authorized reseller of the service, I would have to sign a document. When I received an email from…

One of our customers has aggressive growth goals. However, they have been struggling to overcome two limiting factors. First, how can they expand geographically without investing in “brick and mortar”? Second, servicing more clients requires additional legal and accounting experts; these folks are in limited supply these days. The solution? Virtual offices. As a result…

A few years ago, a customer told me my competitor had dropped in and described a service that might improve his company’s productivity. My customer asked if we could provide this service and when I answered “yes” he asked why we had not told him about it. Wow! Was I embarrassed! Fortunately, we still have…

A colleague told me about his conversation with the owner of an appointment setting service. She gave several examples of types of companies she likes to work with. He then asked her about referrals she would rather not receive from him. She replied, “IT service providers.” He thought, “Oh, I can’t wait to share this with Davis!” She told…

Working from home now has its own acronym (WFH). The COVID-19 pandemic has certainly done its share to increase interest in WFH, but frankly, job seekers are asking for it more often and employers are seriously considering WFH as a strategy for expansion and cost savings. So, if interested in employing such a strategy, where does…

Years ago, I asked my CPA how could I know if he was doing his job?  His answer was “Ask Questions.” At first, I thought “I don’t know what to ask.” But as he gave some examples of questions I should ask, I began to understand.  Frankly, I had engaged a CPA because I was told…