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Anurag Agrawal

A Neat Digital Filing System for Small Businesses

Mobility - Techaisle - Global SMB, Midmarket and Channel Partner Analyst Firm - Techaisle Analyst Insights - Page 34 neat_logo-300x95 I used to watch with interest, the commercials of Neat, a scanning and digital filing solution. My interest turned to amazement when we actually installed one in our office. It is a perfect product for SMBs to transform expense receipts, business cards and all types of documents (legal, purchase orders, invoices, brochures and many other types) into an organized digital filing system.

For a small business, a paperless office is sometimes more a dream than a reality. Paper documents are being handled daily by these businesses, whether it is a healthcare provider, a CPA, a legal professional, a retailer or a manufacturing unit or another industry. These paper documents have a way of mysteriously vanishing when one requires them the most and that is because no matter how meticulously they are filed physically, paper documents are not searchable.

With the increase in mobility and work from anywhere, anytime culture, employees within SMBs have become more frequent travelers and telecommuters. Especially with traveling sales and customer support personnel there is a manifold increase in paper documents. Each traveling employee generates many different receipts which in most businesses have to be meticulously filed with accounting/finance departments.   Neat, with its two different products, NeatDesk and NeatReceipts, helps a small business organize its paper clutter efficiently, effectively and seamlessly.  Above all, there is no learning required.

Using Neat, small businesses can:

    • Scan expense receipts – Neat product automatically parses, identifies the information and populates the items and amounts in the right fields. The expense reports can be emailed or exported into a reporting system

 

    • Simplify tax preparation – scanned items and amounts from receipts can be assigned tax categories allowing for creation of pdf tax reports

 

    • Develop a contact database – scan business cards and export to outlook or other contact management solutions

 

    • Manage documents – invoices, purchase orders, legal signed paperwork and other documents can be easily scanned and filed into appropriate folders

 

    • Search across documents – and when the time comes to look for a paper, Neat makes it really simple to search across documents



Information, after all, is critical for making informed, timely, relevant and strategic business decisions to drive growth and achieve overall business success. And Neat aids in that objective by screening and digitizing information for the small business professional. Neat calls it “information activation”.

NeatDesk sits quietly in a corner of an office desk, elegantly, ready to perform its task with one touch operation – scan or scan to pdf. It has three different feed-trays with do not allow for any confusion or paper mess - one for receipts, second for business cards and third for all other documents. The intelligence of the solution lies in Neat’s software which has been built to recognize type of document and content on the document. A rare feat indeed.

However, if this is not exciting enough, Neat is busy rolling out its NeatCloud and NeatMobile offerings. When available in Spring, the two offerings will allow small businesses to:

    • Backup and sync their scanned documents securely to the cloud

 

    • Access their documents from anywhere using any device

 

    • Share files and folders with workgroups or departments



NeatDesk is priced at US$399.95 and NeatReceipts is priced at US$199.95 and believe me they are worth the money.

Neat is a neat product. Try it.

Anurag Agrawal
Techaisle

Tavishi Agrawal

Mobile and Touch: A new interaction formula takes hold

Every decade or so, the tech industry experiences a tectonic shift. Over the last 40 years, we have seen changes in hardware, software, communications, networking, development tools, languages and platforms. Each has been significant in its own right. Some are incremental and though touted as game changers, they impact a narrow slice of technology users. It is arguable whether the shift to mobile is the most important of all but it has been as impactful as the arrival of the PC, if not more because of the pace at which the change has occurred.

Most readers of this blog are well aware that the most impactful changes in technology are those that ultimately change user behavior and disrupt how people interact with information that affects their daily personal and professional lives. A technology such as that changes the entire eco-system around it. When Apple introduced the world to GUIs and the mouse followed subsequently by Microsoft, it broadened the market for PCs and changed how people interacted with information. The combination of mobile and touch
technologies is having the same impact.

Take Instagram for instance. I must admit that I never gave Instagram a fighting chance of success. When I first heard of it I thought what possessed these guys to build a photo sharing app given the presence of huge success of Flickr and Picasa – both properties of
large companies. Similarly, Pinterest is but a feature of Facebook, right? Wrong! And I am glad to have been proven wrong. These and other apps prove a simple reality – Mobile IS different. What these and other success stories prove that it is possible to reinvent existing applications and indeed markets in an increasingly mobile centric world.

Emerging Mobile Interaction Formula
When one analyzes the characteristics of these apps a few things become evident.

    1. Goal completion – Successful mobile apps must be responsive and allow users to complete the task quickly and with the least amount of friction. This seems elementary but is critical in mobile scenarios.

 

    1. Context – Apps must be contextually aware and on the flip side make easily make evident to the user what the context is. Again, elementary but of heightened importance when thinking mobile apps.

 

    1. Relevance – Limitation of screen size means that developers must be clever and super sensitive to how an app communicates relevance. There is no room to explain what an app does or is supposed to do, no room to guide the user in a systematic manner.

 

    1. Entertainment – Even productivity apps must provide some form of entertainment even if it takes the form of simply taking engagement to a new level. Immersive games do this as a matter of necessity but so do apps like Path and Evernote.

 

    1. Communication – Communication is central to all successful mobile apps. People don’t use mobile devices in a vacuum. While apps like Path present a simple elegant UI, its central value lies in being able to share one’s life with others. Regardless of the genre an app might fall into, communication has to be a central tenet of the app whether it is one-to-one or via social networks.



Touch technology is an important component of this and also presents some challenges. It has its advantages but also has limitations. It allows for a more natural interaction with information but for that to happen applications must be redesigned and rethought impacting even the most basic applications used every day.

    • What does a spreadsheet optimized for mobile platforms look like?

 

    • Does it (should it) even look like a spreadsheet?

 

    • What about graphics applications?

 

    • What is the best way to create a presentation on a touch optimized mobile platform?



Historically these apps have been designed and optimized for specific operating systems and devices. Compared to successful mobile apps they take on the status of silos, operated by individuals and content created within these apps is shared in the most rudimentary ways (think email). Touch interfaces aren’t just a way to replace mouse clicks and apps that do just that are foregoing the opportunity to drive new value for their users. For example, take a look at the following concept emerging out of MIT’s Fluid Interfaces lab.

This is Swÿp and this is how MIT describes it.

Mobility - Techaisle - Global SMB, Midmarket and Channel Partner Analyst Firm - Techaisle Analyst Insights - Page 34 swyp-300x150

With Swÿp you can transfer any file from any app to any app on any device: simply with a swipe of a finger. Swÿp is a framework facilitating cross-app, cross-device data exchange using physical "swipe" gestures. The framework allows any number of touch-sensing and collocated devices to establish file-exchange and communications with no pairing other than a physical gesture. With this inherent physical paradigm, users can immediately grasp the concepts behind device-to-device communications. The prototype application “Postcards” explore touch-enabled mobile devices connected to the LuminAR augmented surface interface. Postcards allows users to collaborate and create a digital postcards using Swÿp interactions. Swÿp enabled interfaces can support new generation of interactive workspaces possible by allowing pair-free gesture-based communications to and from
collocated devices. (Source: http://fluid.media.mit.edu/people/natan/current/swyp.html)

Another interesting concept is “Sparsh” (means “to touch” in Sanskrit).

Mobility - Techaisle - Global SMB, Midmarket and Channel Partner Analyst Firm - Techaisle Analyst Insights - Page 34 sparsh-300x150

'SPARSH' lets one conceptually transfer media from a digital device to one’s body and pass it to another digital device by simple touch gestures. The digital world -- laptop, TV, smart phone, e-book reader and all are now relying upon the cloud, the cloud of information. SPARSH explores a novel interaction method to seamlessly transfer something between these devices in a real fun way using the underlying cloud. Here it goes. Touch whatever you want to copy. Now it is saved conceptually in you. Next, touch the device you want to paste/pass the saved content. SPARSH uses touch based interactions as just indication for what to copy, from where and where to pass it. Technically, the actual magic (transfer of media) happens on the cloud.
(Source: http://fluid.media.mit.edu/people/pranav/current/sparsh.html)

What this means for businesses – Embrace “Mobile First” Approach

Businesses Should Embrace "Mobile First" Approach
IT departments are already dealing with an onslaught of devices that their constituency is asking them to support. The so called BYOD (Bring Your Own devices) trend has stressed IT managers and many resist the trend citing security concerns. But any platform shift causes some pain for some amount of time. Progressive IT managers should look at this as an opportunity to add new and more value to employees. The shift to mobile and touch platforms will eventually force IT departments to embrace a “Mobile First” approach to IT strategy and the sooner IT managers do it the better because ultimately, the growth in mobile isn’t about devices or software or networks. Those will continue to evolve. It is about how we interact with information in a way that enriches our individual experiences and productivity.

 

Anurag Agrawal

Mobility is Strategic for 13 percent of SMBs - Meet "Aggressive Adopters" Segment

techaisle-smb-infographic-mobility-segmentationTechaisle’s SMB Mobility adoption research and corresponding segmentation shows that there are three distinct SMB segments of mobility solution users.

Aggressive Adopters: Mobility is Strategic to their business; these form 13 percent of SMBs

Steady Movers: Mobility is enabled in their business; by far the largest segment at 49 percent of SMBs

Fence Sitters: Mobility is a convenience for their business; these form 19 percent of SMBs

It is imperative for IT Vendors and channels to understand the segments' different attitudes towards mobility, current and planned usage of mobility and firmographics to create an actionable marketing strategey. For example, Techaisle’s SMB Mobility Segmentation shows that for 13 percent of SMBs that fall into the Aggressive Adopters segment mobility is strategic to their business growth and survival. A deep understanding of the three segments will help IT vendors and channel partners identify their target markets and how to sell into them.

Sales Strategies for SMB Mobility Segments

techaisle-smb-mobility-segments-1

Even in terms of spending, aggressive adopters are spending a higher percentage of their IT budget on mobility solutions. Interestingly, Fence Sitters are spending comparatively higher percentage on mobility consulting assessments looking for advice on the most appropriate solutions before adopting mobility enterprise-wide.

BYOD Policy and Use of Tablets & Smartphones

Not only Aggressive Adopters were the first to use tablets and smartphones but they also have the highest density (mobile devices per employees) and highest average number of tablets and smartphones being used at all employee size levels among all three segments.

techaisle-smb-mobility-segments-2

There are twice as many SMBs in the Aggressive Adopters segment as Fence Sitters that use Tablets and Smartphones.

Aggressive Adopters have also moved quickly to implement a BYOD policy whereas a large percentage of Steady Movers do not have a BYOD policy but they also do not stop their employees from using their own devices.

 

techaisle-smb-mobility-segments-3

Aggressive Adopters also have a very healthy attitude towards employees using consumer applications at work as they feel it is a good way to learn about technology that their employees find useful and can be officially integrated into their business.

 

techaisle-smb-mobility-segments-4

 

Adoption of mobility solutions has also led to a positive effect on work-life balance of their employees. Aggressive Adopters have also seen improved productivity, higher employee satisfaction and improved quality of work.

 

With improved productivity and quality of work there will be a continued proliferation of mobile devices and corresponding solutions that will drive new forms of collaboration of content and communication. As devices become increasingly small, smart, connected and powerful, the server and network become less visible progressively moving offsite both physically and from a management perspective, simultaneously serving more computing power, storage and bandwidth; mobility will revolve around collaboration delivered through an enhanced browser. Therefore, todays Aggressive Adopters will look for integration of communication channels, content and workflow as the foundation on which to build their strategic mobile solutions.


The responsibility lies with the IT Vendors and their channel partners to effectively mine the Aggressive Adopters’ segment at the same time using realized proof points to move each of the other two segments (Steady Movers and Fence Sitters) to the Aggressive Adopter segment.

In terms of market opportunity, Aggressive Adopters show the highest growth rate for mobility spending requiring sophisticated solutions whereas Steady Movers have the biggest size due to sheer volume of SMBs falling into the category.

Anurag Agrawal

Which Applications are Small Businesses Planning to Use on Tablets?

We all know that Tablet usage within small businesses (1-99 employees) has been on the rise. As per several Techaisle surveys the penetration rates of Tablet adoption varies from 12 percent to over 30 percent in some countries within small businesses. Techaisle surveys also definitely show that Tablets are largely being used as add-ons to traditional PCs, however there is some incidence of notebooks in particular being replaced by tablets in mobile scenarios. While most repeat tablet purchases are intended to be add-ons to existing PCs, larger Small Businesses have expressed a desire to replace existing notebooks with these devices. This is indicative of a desire but the actual decision will likely be driven by a more logical analysis of capabilities of both devices over the near term. The use of Tablets within small businesses has spread from corner offices and executive suites to a broader adoption within rank and file workers to support line of business and productivity applications. Although the Senior Management and the Sales Executive Personnel are the prime users of Tablets, it is found that among the larger size businesses IT Departments are increasingly using Tablets as they work towards application customization and management of tablets.

Techaisle’s surveys in Argentina, Australia, Brazil, Colombia, Germany, UK, and the US show there are two clear stages of application usage within small businesses.

    • Discovery stage – where only basic applications are used. Initial adopters start with Emails, Internet Search, Social Media, and Productivity applications but quickly transition to Deployment stage.

 

    • Deployment stage – in this stage small businesses guided by enhance productivity and motivated by Tablet’s mobility start deploying business related applications.



A comparison of applications being deployed by small businesses across different countries:

techaisle-small-business-tablet-application-usage


Looking at the above data it becomes quite obvious that sales, collaboration, and line of business applications come to the fore-front of most small businesses for Tablet deployments.

Small businesses are giving a clear signal to ISVs that developing for Tablets better be on their product road map. Over one-third of small business using Tablets are also planning to develop custom apps for Tablets, and over three-fourth say that it is very important for ISVs to develop enterprise level applications to support Tablets.

The scenarios change slightly for Smartphone application deployment where payment processing appears more often across most countries, but that is a topic of another discussion.

Detailed SMB Mobility Adoption & Trends reports are available for purchase for each country Argentina, Brazil, Colombia, Australia, Germany, UK, and the US. If interested please send an email to This email address is being protected from spambots. You need JavaScript enabled to view it.

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