The world of technology is ever changing. Join us each month for real world updates, implementation strategies and KPI's on topics like search engine optimization, cloud computing, social media and more! With less than a year left before Microsoft pulls the plug on its still-widely used operating system (OS) Windows XP, Windows 2003 Small Business Server and Office 2003, businesses must have a migration plan or risk facing compliance issues. Please join us as Chad Massaker, CEO, Carceron covers the following topics: •The risks of of not upgrading systems running these obsolete platforms. Especially if your are in healthcare or take credit cards. •The potential tax advantages of completing your upgrades by the end of 2013 •Should you stick with desktops? Or try something new? Like a tablet? or a Chromebook? Pros and Cons of Everything. •Do I really need a need a server? Or can I just go all Cloud? •Cloud alternatives to all of the above.

1. Why Your Company MUST Upgrade
Windows XP, Small Business 2003 &
Office 2003 by 2014
www.carceron.net
@Carceron
@chadmassaker

2. Who The Heck Is Chad Massaker?
• 17 years in Information Technology
Management experience (and not even
the most senior technology expert at
Carceron).
• Certified HIPAA Security Professional
• Named to the MSPMentor 250 List
multiple times as amongst the 250 most
influential MSP executives in the world.
• Recently cited in Cobb inFocus Magazine
on Information Security
• 2010 Metro Atlanta Small Business Person
the Year Top 5 Finalist
• Technology Author
• Frequent Panelist at Other Technology
Conferences
www.carceron.net
@Carceron
@chadmassaker

3. Who The Heck Is Chad Massaker?
• I am founder of Speakeasy, a
members-only cigar club for B2B
business owners & execs in Atlanta
with 200+ members.
• I recently won a gold medal in the
International Brazilian Jiu Jitsu
Federation’s Annual Pan Am
Tournament, the largest, most
prestigious tournament in the world.
• I like to SCUBA dive too.
• I love wine: drinking it, learning
about it, hosting events about it... In
fact:
www.carceron.net
@Carceron
@chadmassaker

4. Aqua Vino: TONIGHT,
7pm, Georgia Aquarium
• 200+ wines from all over
the world
• Atlanta's premier
restaurants
• 500+ species of aquatic life
• Amazing live & silent
auctions
• Purchase Tickets at the
Door for the Grand Tasting
That Starts at 7pm for $150
each
www.carceron.net
@Carceron
@chadmassaker

5. Who The Heck Is Carceron?
• Founded in 2002 by Chad Massaker & Jeffrey Lee out of
a college apartment in Kennesaw.
• Recently named to the MSPMentor 501 list
• Named to the MSPMentor 100 numerous times before
• Named to CRN Magazine’s Next-Gen 250 List for the
past three years in a row
• First company in Metro Atlanta to earn CompTIA’s
Managed Services Provider Trustmark.
• Fully HIPAA Compliant per the 2013 HIPAA Omnibus
Rule for HIPAA Business Associates
• Cobb Chamber of Commerce Top 25 Small in 2005 and
2006
www.carceron.net
@Carceron
@chadmassaker

6. About The Presentation: Trivia Prizes
• You Can Purchase the Card at
www.theDiningOutCard.com for
$125 per Year
• Provides 25% Off Your Total Dinner
Bill For Up to 4 People at Over 65
Participating Atlanta Participating
Restaurants
• “Total Bill” = Food and Drinks (Yes,
alcohol too!)
• Also includes restaurants in:
• Denver
• Miami
• New Jersey
• Philly / South Jersey
Café Intermezzo
Escorpion
STK Atlanta
The Glenwood
Tony Morrows
Anis French Bistro
Basil’s
High Velocity
Bluefin
Imperial Fez
Nino Cucino
Italiano
Tantra
Taverna Plaka
Kouzina Christos
Red Sky
Café Vena
La Paz
Mezza Luna
Noodle Decatur
Table 33
Taverna Fiorentina
Sun in My Belly
Sway
… and this is only about 1/3rd of the list or participating restaurants.
www.carceron.net
@Carceron
@chadmassaker

7. Trivia Question: What Year Did Windows XP Come Out?
A.
B.
C.
D.
2000
2001
2002
2003
www.carceron.net
@Carceron
@chadmassaker

8. Microsoft’s Announcement
www.carceron.net
@Carceron
@chadmassaker

9. What It REALLY Means
www.carceron.net
@Carceron
@chadmassaker

10. Trivia Question: The Health Information Technology for
Economic and Clinical Health (HITECH) Act was signed into law to
promote the adoption and meaningful use of health information
technology. It also addresses the privacy and security concerns
associated with the electronic transmission of health
information, in part, through several provisions that strengthen
the civil and criminal enforcement of the HIPAA rules.
HITECH was actually enacted as a part of which Act?
A. Sarbanes–Oxley Act of 2002
B. Emergency Economic Stabilization Act of
2008
C. Right to Information Act of 2005
D. American Recovery and Reinvestment Act of
2009 (What we call “The Stimulus”)
www.carceron.net
@Carceron
@chadmassaker

11. Trivia Question: PCI-DSS Stands For?
A. Payment Card Industry Data
Security Standard
B. Payment Card Infrastructure
Data Security Standard
C. Payment Credit Industry
Data Security Services
D. Procurement Card
Infrastructure Data Security
Standard
www.carceron.net
@Carceron
@chadmassaker

12. What Microsoft’s Announcement
REALLY Means… Especially if You are
In Healthcare and/or Take Credit
Cards.
HIPAA ~ 164.308 (a) (5) (ii) B)
PCI DSS Requirement #6
Protection from malicious software
(Addressable). Procedures for guarding
against, detecting, and reporting malicious
software.
All critical systems must have the most recently
released software patches to prevent
exploitation. Organizations should apply patches
to less-critical systems as soon as possible,
based on a risk-based vulnerability management
program.
Translation: If You Continue to Run End of Life Software You are Engaging in Willful Neglect
www.carceron.net
@Carceron
@chadmassaker

13. Intermission: My Dirty Little Secret
• What I do as a Managed IT Services Providers Do (or, How we really
make our money?)
– We’re paid to be proactive managers of your network, security, etc.
– Since we are flat fee, every request for support reduces profitability of
an agreement, similar to insurance. For example, the more claims you
make against an insurance policy, the less profitable it is.
– We do sell hardware and software because we are experts on it and it
is expected. But the margins are razor thin.
– We do make money on project labor installing new hardware and
software, but it is not our preferred sources of revenue. We like the
lazy-insurance-leverage model.
In summary: I AM NOT HERE TO SELL YOU AN NEW WORKSTATION OR SERVER.
…unless you want a managed IT services agreement to go with that 
www.carceron.net
@Carceron
@chadmassaker

14. The Options
• Step 1: How Do We Pay For It?
– Is everything staying on premise?
– Do we have money in the bank or available credit?
• Step 2: Do I Simply Upgrade To the Equivalent
Current Level Tech? … or, Do I Consider Other
Options Like Tablets and Cloud?
www.carceron.net
@Carceron
@chadmassaker

15. Trivia Question: What section of US Tax Code, often called “The Hummer
or SUV Deduction”, allows a taxpayer to elect to deduct the cost of certain
types of property on their income taxes as an expense, rather than requiring
the cost of the property to be capitalized and depreciated. This property is
generally limited to tangible, depreciable, personal property which is acquired
by purchase for use in the active conduct of a trade or business
A.
B.
C.
D.
Section 13
Section 75
Section 123
Section 179
www.carceron.net
@Carceron
@chadmassaker

16. Section 179
•
•
•
•
•
•
•
Equipment (machines, etc) purchased for business use
Tangible personal property used in business
Business Vehicles Weighing More Than 6,000 lbs
Computers & Computer "Off-the-Shelf" Software
Office Furniture
Office Equipment
Property attached to your building that is not a structural component of the
building (i.e.: a printing press, large manufacturing tools and equipment)
• Partial Business Use (equipment that is purchased for business use and
personal use: generally, your deduction will be based on the percentage of
time you use the equipment for business purposes).
• Can include certain kinds of leases…. THIS IS HUGE!!!
www.Section179.org or Talk to Your CPA for More Information
www.carceron.net
@Carceron
@chadmassaker

17. Replacing Small Business Server 2003
• Small Business Server
Line Completely
Discontinued By
Microsoft
• For Companies who
like Microsoft
products, especially
Outlook, the upgrade
path looks something
like this:
www.carceron.net
Less Than 25 Users & 20+ User and/or Fast
No Plans to Be Near
Growth Companies
or Over That Within 5
Years
• Office 365 Medium • Office 365
Business Ed for
Enterprise Plan for
Email and Office
Email and Office
Licensing
Licensing
• Windows 2012
• Windows 2012 Std
Server Essentials
(or higher
for Active Directory
depending on your
User Management,
app needs).
File Storage, etc.
• Consider other
• Consider other
advanced options
advanced options
like Box.com for
like Box.com for
collaboration
collaboration
@Carceron
@chadmassaker

18. The $2,000,000 Question:
Do I Even Still Need a Server?
Are You…
YES
a regulated business? (healthcare, finance, etc.) *

running a line of business application that will only run on a server?
NO


10 or less employees and ok with having all your data in the cloud?

a branch office? **
* needed because of user security and audit requirements
** depends on WAN design.
www.carceron.net
@Carceron
@chadmassaker

Probably Not

19. So then the $1,000,000 Question Is:
Which Email Platform Do I Go To?
Are You…
Self
O365
GApps
Subject to HIPAA Compliance?


X
Addicted to Outlook?


Frugal?

Don’t Mind Checking Your Email in a Browser All Day?


Needing to collaborate on documents?

Primarily Use an Android Smartphones & Tablets
Primarily Use Windows Smartphones & Tablets
www.carceron.net
@Carceron



@chadmassaker
Google will
not sign a
Bus. Assoc.
Agreement
which
makes them
an unusable
vendor for
all
healthcare
providers
under
HIPAA /
HITECH Act.

20. Replacing Windows XP
New PC
Upgrade
Win7
OS to Win
Pro 647 Pro 64-Bit
Bit
What You Have
Non-End User Desktop or Laptop (e.g. runs a time clock)
New PC
Win8
Pro 64Bit

End User Desktop

End User Laptop: No Touchscreen

End User Laptop: Touchscreen *

End User High End Workstation (AutoCAD, etc.)

* Personal preference. Might want to wait for the release of Windows 8.1 due out anytime this month
www.carceron.net
@Carceron
@chadmassaker


21. Do I need to get Windows Desktops?
What about tablets? Or Chromebooks?
Windows
Desktops,
Latops/tablets
Your situation
Android
Tablet or
iPad
Chromebook

100% Cloud. High Consumption. Simple Data Entry.

100% Cloud. Complex Data Entry (Needs Full Keyboard) *

100% Cloud But Need Offline Capability (Regardless of
Date Entry Needs)
Runs Client-Server Applications Over VPN**

Runs heavy on Microsoft Stack: Office, Dynamics, etc.

*Obviously you can get Bluetooth keyboards or higher end units like the ASUS Transformer which have built in keyboards. But screen sizes
are still very small for prolonged worked. Would suggest adding an external display if you wanted to stick with a tablet-keyboard solution.
** obviously this does not matter for virtual desktop infrastructure environments. For VDI, any device will work.
www.carceron.net
@Carceron
@chadmassaker

22. Trivia Question: Is Office 365 a traditional
software license or a subscription?
• License
• Subscription
• Both
www.carceron.net
@Carceron
@chadmassaker

23. Upgrading Office 2003: Not as Simple as It
Sounds… You Have Some Decision to Make First
Office 2013
Home &
Business
Your situation
Office
2013
MOLP
Office
365
Google
Apps

You’re cheap and/or broke

You’re upgrading from Small Business Server 2003
and you love Outlook
You’re running Small Business Server 2008 or 2011
You’re a larger firm and already have Microsoft
Exchange and just need to upgrade Office




You’re ready for a change from Microsoft Products
All Together And Aren’t Afraid of Technology

You’re Comfortable Checking You Email in a
Browser vs an Application All Day Long

www.carceron.net
@Carceron
@chadmassaker

24. Some Possible Scenarios
WARNING:
The following scenarios are inspired by true
events.
Any resemblance to persons living or dead is all
in your mind.
No really…. It is. 
www.carceron.net
@Carceron
@chadmassaker

25. Scenario #1: Spunky Real Estate Group
• Miley, the owner, bought an SBS 2003
server in 2007
• Uses it for email and file storage only.
No line of business applications.
• Does a lot of field work: contract
signings, photos of properties, etc.
• Interested in learning how tablets can
streamline day to day operations
• Has 7 employees, all of whom are
under 35 or less.
• Still recovering from the real estate
market crises. So funds are tight.
www.carceron.net
@Carceron
@chadmassaker

26. Solution: Spunky Real Estate Group
• 2 Things Stand Out In Terms of Making
Google Apps the Go-To Recommendation:
– The people in the company are young (and
most likely not addicted to Microsoft tech)
– the company is broke
• Google Apps will replace their email
service and Google Drive might be
Sufficient for File and Photo Storage. But
probably not, so we will recommend they
use Box.com for file storage, sharing and
collaboration.
• 5 Employees are always in the field. So
replace their Windows XP desktops with
tablets. Get new PCs with Windows 7
Professional for Heather and her Office
Admin. (Or maybe a tablet with Windows
8 and docking station for Heather)
www.carceron.net
@Carceron
@chadmassaker

27. Scenario #2: Cheatham Law Firm
•
•
•
•
•
•
•
Saul bought his SBS server in 2004 when he only had 10
employees. He’s since grown to a 50 person firm.
Saul is old school is not fond of anything being in the cloud, but
is coming around to the idea of at least letting email be hosted.
He runs a practice management system that currently uses SQL
Express, but was told by the PMS vendor that his databases are
getting too large and he will need to migrate to the standard
edition of Microsoft SQL Server very soon.
He’s considering investing in other line of business applications
to help streamline the firms operations
His Partner and Associate Lawyers have been complaining about
their inability to multi-task and perform document review
effectively from their old Windows XP PCs.
Most of Saul’s clients are Healthcare Providers so he is subject to
HIPAA compliance as a Business Associate
Saul has a huge “pharmaceutical” client in New Mexico that has
made him very wealthy. Money and access to credit are not an
issue.
www.carceron.net
@Carceron
@chadmassaker

28. Solution: Cheatham Law Firm
• This is a pretty straight forward, old school
upgrade to the next version of what he has
now with a couple enhancements. Let’s start
with the servers:
– Purchase 2 beefy physical servers capable of
running 3-5 virtual servers each. 1 server is a
primary server and will host multiple virtual
servers, the first two of which will be:
1.
2.
A Domain controller (auditing on for
compliance)
An application server with Microsoft SQL
Server Std. for the Practice Management
System
– He will have spare horsepower to host other
virtual servers for other applications he is
considering.
– The other physical server is a redundant
failover server. (time is money).
www.carceron.net
@Carceron
@chadmassaker

29. Solution: Cheatham Law Firm
• His email is moved to Office 365 and
Archival service is added for HIPAA
compliance.
– This also makes his employees happy since
each employee gets 5 licenses per
employee of Office Pro Plus to install on
whatever devices they need to get work
done.
• He replaces his ancient Windows XP
Desktops with top of the line HP Windows
7 desktops that support up to 2 monitors
each.
• Saul probably spent well over $100,000
for all of this but he’s happy because he
can depreciate it all this year due to
Section 179 of the IRS tax code.
www.carceron.net
@Carceron
@chadmassaker

30. Scenario #3: FogieCare LLC
•
•
•
•
•
•
•
Headquartered in West Palm Beach Florida. Gregory is CEO over 25
outpatient clinics across the country. They also provide in-home care.
The only servers (20 of them) are located in their own “datacenter” in
West Palm HQ Office. (16 are Windows Server Std 2003, 4 are light weight
Windows Server Std 2008 servers)
He has 350 desktops and laptops all running Windows XP and Office 2003
or 2007, broken down as follows:
– 200 desktops in treatment rooms
– 100 laptops issues to nurses providing in-home care
– 50 desktops and laptops (mixed) for administrative and executive
staff
They currently use Google Apps for email.
They like all of their line of business applications and don’t use Microsoft
Office much but are Outlook addicts.
The only reason they are even talking with us is that they are worried
about going out of HIPAA compliance when support for Windows XP and
Office 2003 expires.
Due to ongoing issues with Medicaid and their government contracts,
cash flow can be inconsistent. They might capitalize the project, but they
want financing options too.
www.carceron.net
@Carceron
@chadmassaker

31. Trivia Question:
What huge problem does Gregory have right
now that he needs to fix even before he thinks
about replacing the Windows XP units or
upgrading the Office licenses?
www.carceron.net
@Carceron
@chadmassaker

32. Solution: FogieCare LLC
• If they are worried about HIPAA compliance, they
have a more immediate concern than the Windows
XP Workstations: Google Apps. Google will not sign a
Business Associate Agreement which means that
FogieCare cannot use them by law. Continuing to use
Google for their email can result in a massive Willful
Neglect fine of… A LOT!
– Luckily, Office 365 is HIPAA compliant and comes
with a Business Associate Agreement. So
FogieCare can transition over to HIPAA compliant
email and handle upgrading all of their old Office
licenses one move. This is a no brainer for them.
Office 365 Enterprise also has subscriptions
where the Office license is not included for the
people who already have Office 2007.
www.carceron.net
@Carceron
@chadmassaker

33. Solution: FogieCare LLC
• After some research, we find out that your EMR
vendor is about to release a Windows 8, touchfriendly update to their software. So, for all of the
treatment room desktops, we recommend some
sexy HP All-in-One Units with Windows 8
Professional. For the home-care nurses: Windows 8
tablets (encrypted for HIPAA compliance of course)
• The execs and the office staff are mostly power
users, most of whom are not fond of the new
Windows 8 interface and most of whom spend little
time in EMR system except to pull reports, so we fit
them in Windows desktops and laptops respectively.
www.carceron.net
@Carceron
@chadmassaker

34. Solution: FogieCare LLC
•
•
•
What about the Windows 2003 servers? Since they are not
the Small Business Server edition, we have another year or
so to worry about this technically (July 2015)… However…
After careful analysis of their financial situation and
making so financial projections, FogieCare decided that it
would be better to lease the equipment. An since the they
are doing all of these desktops, they might as well throw
those 4 servers in there too and get those done now.
– Oh, and our project labor can be built into the lease as
well. 
– And the lease can be depreciated under Section 179 of
the IRS Tax Code. 
Final Thought: We might also recommend that Gregory
scrub all of their servers and move everything into a
datacenter located in a state less ravaged by hurricanes.
www.carceron.net
@Carceron
@chadmassaker

35. Summary & Close
• End of Life Support Date for
Windows XP, Small Business
Server 2003 & Office 2003 is
April 8th, 2014.
– But this does not mean you have
plenty of time because…
• You only have until December
31st, 2013 to use the Section 179
deduction in this tax year.
• Start planning now. Especially if
you in a regulated industry.
• Ask for help. Especially if you are
considering Cloud options.
www.startupvitamins.com
www.carceron.net
@Carceron
@chadmassaker

36. Questions, Book, Door Prize &
How to Get a Hold of Me
• chad@carceron.net
• Voice, Video & SMS: 678-529-6310
•
/chadmassaker
www.carceron.net
@Carceron
@chadmassaker