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Microsoft 365 is not backing up your data

info@peakgs.com (Dan Olson) — Tue, 10 Nov 2026 22:58:47 GMT

When we take over a new firm, one of the first questions we ask is how their Microsoft 365 data is backed up. The most common answer is that Microsoft does it. The second most common answer is a pause.

The security questionnaire is coming for your firm

info@peakgs.com (Dan Olson) — Tue, 10 Nov 2026 22:58:46 GMT

A managing partner called me last spring, about an hour after a corporate client had emailed over a vendor security questionnaire. One hundred and eighty questions, a spreadsheet, thirty days to return it. The client was the firm's second largest. Nobody at the firm could answer section four, and nobody at their IT provider could either.

What a practice management migration actually costs

info@peakgs.com (Dan Olson) — Tue, 10 Nov 2026 22:58:45 GMT

Most firms compare practice management systems the same way: a demo, a feature list, and a price per user per month. That’s a reasonable way to choose a product. It’s a poor way to budget for a move, because the subscription is the smallest and most predictable part of the cost.