Category: wmckissock

Cal Wilson / March 9, 2026

Over the years, Software as a Service (SaaS) has become widely used across all industries for a variety of functions. However, moving data online comes with the risk of a data breach, which can be costly to a business and their reputation.

In 2025, IBM found that the average data breach cost was $4.4 million USD. Further yet, the use of artificial intelligence poses an additional risk. New global research from IBM and Ponemon Institute shows that AI is “greatly outpacing security and governance in favor of do-it-now adoption” and that ungoverned AI systems are more likely to be breached and more costly when they are.

In this article, we’ll dive into how you can assess a SaaS platform’s security and make the most informed, and safest, choice for your business.

When in doubt, ask. 

The SaaS vendor or reseller you’re working with should be an expert in their offerings. Ask them to explain the security of the software and show proof. Some SaaS providers will even offer detailed security whitepapers or a more thorough security assessment upon request. If they can’t answer your questions, that should be a red flag.

Some questions to highlight.

If you are talking to a vendor and don’t know what to ask, here are some questions to help guide the discussion:

• What sort of data encryption protocols does the platform follow?
• Is multi-factor authentication an option for user login? What about single sign-on?
• Does the platform allow granular permissions based on user roles?
• What is the vendor’s documented incident response process and how do they handle security breaches?
• What is the platform’s backup frequency, retention policy, and recovery time objective (RTO) in case of an outage?
• Do they have a vulnerability assessment for you to review? Do they conduct regular third-party penetration tests?
• Does the software have AI integrations? What AI access controls are in place?

Of course, depending on your industry and needs, there may be more questions you need to ask, but this list will provide you with a good starting point to determine the strength of a platform’s security.

Keep security certifications in mind. 

Industry standards mean that many SaaS applications should proudly disclose their security certifications. Some of the important ones to look out for include:

• ISO/IEC 27001 – the world’s best-known standard for information security management systems (ISMS). It provides companies of any size and from all sectors of activity with guidance for establishing, implementing, maintaining and continually improving an information security management system. Conformity with ISO/IEC 27001 means that a SaaS platform’s operations respect all the best practices and principles enshrined in this International Standard.
• SOC 2 Type II – the System and Organizations Control (SOC) framework’s series of reports offer some of the best ways to demonstrate effective information security controls. A SOC 2 Type II report confirms that a SaaS platform has robust controls for data security, availability, processing integrity, confidentiality, and privacy.
• PCI DSS – any platform that handles payment card data should be PCI compliant, just like your business has to be.

There are also industry-specific certifications, such as HIPAA for healthcare organizations that conduct electronic transactions, that should be taken into consideration as they apply to your organization.

In conclusion…

It’s critical that you assess any SaaS platform’s security before purchasing a subscription. Your business’ financial health and reputation depend on it. Asking the vendor tough questions and ensuring the necessary security accreditations are met is a strong first step in determining which platforms are safe for your business.

/ March 3, 2026

First impressions matter, so how do you make yours count? Communication consultant Rebecca Okamoto outlines five simple ways to introduce yourself in 20 words or fewer, setting up any interview or conversation for those three crucial words: “Tell me more.”

Cal Wilson / February 27, 2026

When creating a budget for your business, it is helpful to separate and account for fixed versus variable expenses. Mistaking the latter for the former can cost you, and the better you understand all your expenses, the better chance you have of optimizing them.

If you’re unfamiliar with the concept, the best way to describe the difference is that fixed expenses are costs that stay the same from month to month, whereas variable expenses are ever-changing and harder to predict.

Fixed expenses.

Fixed expenses often represent the largest part of your budget. For a business, your fixed expenses are going be costs such as rent payments, insurance premiums, property taxes, and so on. While these are not easy to optimize, they are easy to work into your budget, as they are unchanging and paid at a consistent frequency.

If you can lower these expenses – say, by finding a different insurance plan that works for your needs – you automatically save more money each month or pay period.

In business budgeting, it is important to remember that all your fixed costs must be paid, regardless of your sales that pay cycle. If you’re starting a business, making sure you can cover these expenses for a period before you start bringing in revenue is crucial to staying afloat.

Variable expenses.

Your variable expenses are going to represent the costs incurred by how a given month or pay period goes for your business. How many credit cards you swipe, how much electricity you use, or how much waste you generate; all of these are going to incur a bill that varies every cycle.

Some of these expenses can be harder to reduce than others. How much heating you use to keep your office warm, for example, may be more difficult to lower than the amount of waste your organization is generating. However, in many cases, these expenses are in areas that you can strategize or work with professionals to identify savings, creating a more predictable monthly bill.

Employees can represent either kind of expense.

Depending on how you staff your business, your employees can be either a fixed or variable expense. Anyone hired on full time, who is guaranteed a forty-hour work week, will be a fixed expense, whereas a seasonal or part-time employee will likely be a variable expense, as their hours are subject to change month to month.

Budget with these expenses in mind.

When you’re budgeting, it’s important to separate your fixed costs and your variable costs. If you’re able to determine what you absolutely will be spending in your fixed costs, then it is easier to identify and strategize areas to save with your variable costs.

Month to month, keep track of your variable expenses. Maybe one month you allotted too little to certain expenditures and went over budget. If you keep a closer eye on each cost category, you can do a better job budgeting and planning for the future going forward.

Don’t settle on expenses.

The lower you can keep your costs, fixed or variable, the better the results for your bottom line. If you don’t have experience negotiating rates or deciding what expenses are fair in comparison with the rest of the market, don’t settle. Explore your options, bring in consultants, and work with professionals who can guide you in the right direction.

Especially for the fixed expenses you will be locked into for some time, this could be a make-or-break decision for your business. Why pay more than you have to?

This article was originally published in November, 2021

Cal Wilson / February 27, 2026

Depending on your industry – and area of focus – the holiday season can be slow for business. In fact, November to January might bring with it a looming sense of doom, not just related to shorter days and cooler weather, but instead, about your business’ bottom line.

In this article, we take a look at the holiday slowdown that impacts some businesses around this time of year, and some strategies for combatting any potential fiscal consequences it may have.

What is the ‘holiday slowdown’?

As many professionals know, this phenomenon happens when businesses or industries experience a decrease in activity or a slowdown in operations during the holiday season which can make an already tight time of year even more nerve-wracking.

Of course, not all industries are impacted, some sectors thrive during the holiday season. These include:

• Retail and consumer goods businesses.
• E-commerce.
• Hospitality, travel, and tourism.
• Subscription-based services that bill annually, starting in January.

Some of the industries most affected by the holiday slowdown season are:

• Service industries that are not directly related to seasonal activities.
• B2B businesses.
• Retail businesses that cannot offer online shopping alternatives.

What is the culprit behind this slowdown?

There are a lot of reasons your business might slowdown during the holiday season. Some that might be impacting your business include:

• Changing consumer priorities.
• Employee vacations.
• Business closures.
• Budget constraints for both your business’ spending and customer spending.

For these reasons, you might find your suppliers take longer to deliver, your clients and contacts don’t return calls or emails, and, altogether, things are just harder to get done. If you’re trying to accomplish work as normal during the holiday season, it might feel like the rest of the world is plotting against you.

There are strategies for combating the slowdown.

Businesses often need to adapt their strategies to navigate the holiday slowdown. Having a plan for this season can often make the difference between starting the new year off strong, or in a deficit. Depending on your industry, there are many tactics worth considering:

• The launch of holiday-specific promotions, discounts, and other deals to incentivize customer’s purchasing decision.
• Developing campaigns to encourage the sale of pre-paid gift cards and certificates as holiday presents.
• Investing in experimental marketing tactics to increase community engagement and local brand awareness.

Of course, depending on what your business specializes in , these might not be viable options.

Cutting costs is more effective than spending money.

There is a lot of advice out there that will tell you to put money and time into marketing campaigns, revamped customer service training, new product or service offerings, and other investments to survive the holiday slowdown season.

In general, spending money to make money makes sense. However sometimes it’s just another added worry during an already stressful season, and it’s not guaranteed to make the slowdown period any more lucrative. Having a plan to ensure your budget isn’t overextended during the holiday slowdown is the best  tool available to guarantee a successful holiday season, and an even better new year.

What does this “plan” look like?

• Developing a comprehensive holiday business plan that includes sales forecasts and contingency efforts.
• Analyzing past holiday seasons to identify trends and areas for improvement.
• Managing inventory levels effectively to prevent overstocking or stockouts.
• Ensuring you’re not overspending on any essential business expenses all year long.

We’ve found that it’s not uncommon for businesses to be overspending on expenses like telecom, payment processing fees, and waste disposal by around 25-30%. Maybe that’s not a huge problem during your peak season, but during a holiday slowdown, that could pose some real consequences. The best thing your business can do to survive slow periods , is make sure all your costs are optimized, all the time.

In conclusion…

Depending on your industry, holiday slowdowns may become unavoidable. While there’s lots of advice out there encouraging you to spend money on shiny new initiatives or campaigns, one of the best things you can do is look for ways to ensure you’re not overspending throughout the entire year.

Cal Wilson / February 27, 2026

Warehouses and distribution centers are designed for efficiency, but energy isn’t always part of the equation. Their large size, fluctuating activity, and energy-intensive equipment create unique challenges, often driving costs that feel unavoidable. High ceilings, open layouts, and large bay doors mean energy is spent heating rising air, cooling underused spaces, and lighting massive areas, even when they’re unused. Spread across such large spaces, these inefficiencies quietly inflate energy usage without immediate notice.

The Scale Problem: Heating, Cooling, and Lighting Massive Spaces

Unlike office buildings, warehouses rarely have consistent occupancy throughout the building. Yet heating, ventilation and air conditioning (HVAC) as well as lighting systems are often designed to treat the entire facility as one uniform space. Considering 17% of commercial buildings in the U.S. are warehouse and storage buildings, that adds up to a significant amount of wasted energy.

Picking areas or shipping lanes may see constant activity, while storage aisles or overflow areas are used sporadically, so energy is used to condition and light areas that may often be unoccupied. Without controls that take into account different zones and occupancies, businesses end up paying to light, heat, and cool areas that aren’t actively supporting daily operations. Over time, this “one-size-fits-all” approach leads to ongoing waste that’s difficult to detect without a closer look at when and where energy is being consumed.

Equipment That Runs Around the Clock

Warehouses and distribution centers rely on energy-intensive equipment like conveyors, charging stations, automated systems, and material-handling machinery. This heavy-duty equipment requires a substantial power source. Even when not in active use, much of this equipment continues drawing power. Extended operating hours, overnight charging, and idle systems add to energy consumption. This creates a situation where energy usage remains high regardless of actual productivity.

Seasonal Spikes That Become Permanent Costs

Every industry has its peak season, which likely requires longer hours, added shifts, and increased output. Energy usage rises accordingly, but the problem begins when those temporary changes aren’t reversed back.

Lighting schedules, HVAC settings, and equipment run times adjusted for peak demand frequently remain in place long after volumes return to normal. As a result, businesses can find themselves paying peak-level energy costs year-round without realizing it.

Aging Infrastructure and Deferred Upgrades

Many warehouses operate in older buildings with outdated lighting, HVAC systems, or insulation. While these systems may still function, they are rarely efficient by modern standards. Upgrades are often postponed in favor of seemingly more essential operational spending. Unfortunately, the longer these inefficient systems remain in place, the more they quietly drain budgets over time through higher energy consumption and maintenance costs.

How Can It Be Combatted?

Addressing warehouse energy challenges doesn’t require a total overhauling of operations. Small, targeted changes can make a measurable difference, such as implementing zone-based lighting and motion sensors to limit energy use to active areas, or scheduling equipment more efficiently to reduce idle power draw.

Get To Know Usage Patterns

Regularly reviewing energy usage patterns will help to identify hidden inefficiencies and ensures that the energy being used supports operations rather than running independently of them. For a busy warehouse manager, this can be a daunting task. Partnering with a third-party consultant to provide expert analysis and actionable recommendations allows them to focus on day-to-day operations instead.

Energy Control Is an Operational Advantage

Warehouses and distribution centers will always require energy, but wasted energy is not inevitable. By understanding the unique challenges these facilities face and regularly reviewing how energy is used, businesses can turn energy from an uncontrollable overhead cost into a managed operational expense.

The most efficient facilities aren’t just moving faster; they’re ensuring every dollar spent on energy supports real productivity.

Cal Wilson / February 27, 2026

Warehouses and distribution centers are designed for efficiency, but energy isn’t always part of the equation. Their large size, fluctuating activity, and energy-intensive equipment create unique challenges, often driving costs that feel unavoidable. High ceilings, open layouts, and large bay doors mean energy is spent heating rising air, cooling underused spaces, and lighting massive areas, even when they’re unused. Spread across such large spaces, these inefficiencies quietly inflate energy usage without immediate notice.

The Scale Problem: Heating, Cooling, and Lighting Massive Spaces

Unlike office buildings, warehouses rarely have consistent occupancy throughout the building. Yet heating, ventilation and air conditioning (HVAC) as well as lighting systems are often designed to treat the entire facility as one uniform space. Considering 17% of commercial buildings in the U.S. are warehouse and storage buildings, that adds up to a significant amount of wasted energy.

Picking areas or shipping lanes may see constant activity, while storage aisles or overflow areas are used sporadically, so energy is used to condition and light areas that may often be unoccupied. Without controls that take into account different zones and occupancies, businesses end up paying to light, heat, and cool areas that aren’t actively supporting daily operations. Over time, this “one-size-fits-all” approach leads to ongoing waste that’s difficult to detect without a closer look at when and where energy is being consumed.

Equipment That Runs Around the Clock

Warehouses and distribution centers rely on energy-intensive equipment like conveyors, charging stations, automated systems, and material-handling machinery. This heavy-duty equipment requires a substantial power source. Even when not in active use, much of this equipment continues drawing power. Extended operating hours, overnight charging, and idle systems add to energy consumption. This creates a situation where energy usage remains high regardless of actual productivity.

Seasonal Spikes That Become Permanent Costs

Every industry has its peak season, which likely requires longer hours, added shifts, and increased output. Energy usage rises accordingly, but the problem begins when those temporary changes aren’t reversed back.

Lighting schedules, HVAC settings, and equipment run times adjusted for peak demand frequently remain in place long after volumes return to normal. As a result, businesses can find themselves paying peak-level energy costs year-round without realizing it.

Aging Infrastructure and Deferred Upgrades

Many warehouses operate in older buildings with outdated lighting, HVAC systems, or insulation. While these systems may still function, they are rarely efficient by modern standards. Upgrades are often postponed in favor of seemingly more essential operational spending. Unfortunately, the longer these inefficient systems remain in place, the more they quietly drain budgets over time through higher energy consumption and maintenance costs.

How Can It Be Combatted?

Addressing warehouse energy challenges doesn’t require a total overhauling of operations. Small, targeted changes can make a measurable difference, such as implementing zone-based lighting and motion sensors to limit energy use to active areas, or scheduling equipment more efficiently to reduce idle power draw.

Get To Know Usage Patterns

Regularly reviewing energy usage patterns will help to identify hidden inefficiencies and ensures that the energy being used supports operations rather than running independently of them. For a busy warehouse manager, this can be a daunting task. Partnering with a third-party consultant to provide expert analysis and actionable recommendations allows them to focus on day-to-day operations instead.

Energy Control Is an Operational Advantage

Warehouses and distribution centers will always require energy, but wasted energy is not inevitable. By understanding the unique challenges these facilities face and regularly reviewing how energy is used, businesses can turn energy from an uncontrollable overhead cost into a managed operational expense.

The most efficient facilities aren’t just moving faster; they’re ensuring every dollar spent on energy supports real productivity.

Ian Nairn / February 26, 2026

It can be difficult to conceive of all the moving parts that are required for large organizations to successfully ship product around the world. On top of the materials already needed to make your product, you need plenty more just to ensure safety when transporting it.  Unfortunately, for a lot of business owners or operators, all these different supplies can be overwhelming.  

In this article, we look at the different subcategories of packaging and shipping supplies so you can make a more informed decision when it comes to what’s best for your product and your budget 

The levels of packaging and shipping supplies. 

There are four generally accepted ‘levels’ of packaging and shipping supplies. These are as follows: 

1. Primary 
2. Secondary 
3. Tertiary 
4. Ancillary 

This might sound complicated, but it all follows the supplies’ relationship to your product. 

For simplicity’s sake, as we go through the different levels, let’s say we’re a beverage manufacturer that makes drinks in single-use containers and ships them across the country.  

Primary supplies. 

Simply put, the primary level of supplies relates specifically to the product packaging. It’s primary packaging if it comes in direct contact with the product, and its purpose is to protect, preserve and make it easier to handle the product.  

So, in the example of a beverage manufacturer, the primary packaging could be the aluminum can, plastic or glass bottle, or plastic pouch that the drink is stored in. Think of them as the single-item containers  

Other examples of primary packaging supplies include: 

• Cans and tins 
• Blister packs 
• Glass bottles 
• Plastic bottles 
• Plastic wrappers 
• Tubes 
• Poly bags 
• Vials 
• Cardboard trays 

Primary packaging is the last place you want to cut corners on quality. Not only does it protect your product from damage and deterioration, but seeing worn or defective packaging can make customers think twice before making a purchase.  

Secondary supplies. 

Secondary packaging supplies include the materials necessary to group multiples of your product together in one container.  

In our beverage manufacturer example, this could look like the cardboard box, plastic casing, or six-pack rings used to group together cans or bottles.  

Examples of secondary packaging supplies include: 

• Cardboard boxes and cases 
• Paperboard trays 
• Plastic boxes 
• Shrink wrapped packages 

Some important facets of secondary packaging are protecting the primary packaging and making the products easy to store for the seller. Usually, secondary packaging needs to be stackable for shelving and displays.  

Tertiary supplies. 

Tertiary supplies refer to the materials needed to ship your product from the factory to the store where it’s being sold. This can also be called shipping supplies, bulk packaging, and transit packaging. It’s meant to safely group large quantities of secondary containers into a single distribution unit for transportation, making it easy for loading and unloading into vehicles and warehouses. 

Tertiary shipping supplies include: 

• Pallets/skids 
• Shipping crates 
• Large cardboard boxes 

Your tertiary supplies – and setup with your shipper – need to be secure enough to withstand any bumps and bruises during the transit process.  

Ancillary supplies. 

Ancillary supplies refer to all the additional materials needed to accompany your first three levels of packaging and shipping supplies. This includes tape, film, labels, etc. – it’s going to look different for every business. 

In conclusion… 

A lot goes into packaging and shipping your product. A lot goes around your product, too; specifically, four different kinds of supplies that all need to be considered, ordered through a vendor, and kept track of to ensure you’re not overspending or under-receiving.  

Ian Nairn / February 26, 2026

If your business ships goods to customers or retailers, choosing the right packaging and shipping supplies is an utmost priority. Faulty packaging and shipping supplies can damage your product, reputation, and therefore, profitability. Part of this is choosing the right tape for the job.  

How complicated can tape be, really? Well, as it turns out, there are a lot of factors to consider when choosing a tape for your packaging and shipping needs. In this article, we take a look.  

The risk of choosing the wrong tape. 

Did you know, 7-11% of packages shipped in the United States arrive damaged or broken? Not only does this result in costly refunds or replacements for businesses, but damaged customer relationships as well. Especially in the B2C world, shoppers are less likely to return to a brand that has sent them a damaged package in the past. 

Tape can make all the difference in preventing this. While other packaging supplies are certainly crucial, without the proper adhesive to seal it all together, even the best packaging efforts are useless.  

How do you pick the right tape? 

The right tape is all going to depend on what kind of packages you’re shipping. The perfect solution for one may not work for another. Some package considerations to keep in mind are: 

• The weight of your boxes/packages – heavier weights may need stronger adhesives and more durable material.  
• Box/package material – not all materials will take to the same tape as well; recycled cartons, for example, may require specific tape. 
• Your packages’ storage conditions – temperature, moisture, and movement and handling frequency might make an impact on the tape used.  
• The shipping distance and process – any packages travelling further and that  may pass through more checkpoints, and therefore more hands, need more damage-resistant tape.  

With your packaging requirements laid out, you can look into finding the right kind of tape to support it. Some variants to consider are: 

• Adhesive – several types of adhesives are used in packaging tape, some of which are more suitable for some materials than others.  
• Backing material – is it vinyl, cloth, or something else? 
• Core size – the diameter of the roll.  
• Elongation – or how long the tape can stretch without breaking. 
• Tensile strength – which is a measurement of how much force is required to break the tape. 
• Thickness and width of tape on each roll.  

Take cost optimization into consideration. 

With any sort of ongoing supplies purchase, it’s critical that your spend is optimized. Otherwise, this could reflect in a build up of significant wasted money over months and years. The funds may seem small when comparing individual rolls of tape, but over time, it can take a big bite from your budget.  

Some thinks to keep in mind are: 

• The length of the tape on each roll – a cheaper roll may not be cheaper when it’s less tape overall.  
• Don’t cheap out on low quality tape – this often leads to the need for double layering to match the strength of higher quality tape, costing you more in the long run.  
• Look for bulk purchasing deals where possible – this usually reduces the price per roll.  

In conclusion… 

There are a lot of different types of packaging tapes out there; from acrylic, to hot melt, to water activated, and more. However, none of these are a ‘one size fits all’ solution when it comes to your shipped goods. Knowing your specific needs will lead to choosing the best product, and likely save you money and improve customer relationships in the long run.  

Ian Nairn / February 26, 2026

There’s a fine line when it comes to packaging. You don’t want so little packaging that items get damaged, but you also don’t want to frustrate customers by overdoing it with tape and other difficult materials to break open.

One way to toe this line is frustration-free packaging; a method of packaging your shipped goods that helps you increase customers satisfaction sustainably. If your company isn’t ahead of this trend, you may want to consider switching processes. In this article, we take a look.

What is frustration-free packaging?

Simply put, the objective of frustration-free packaging is to make your products easy to ship, open, and reuse or recycle. The idea is to minimize packaging materials without compromising product safety, making it more accessible for the customer, and less costly and wasteful for you.

The term was coined by Amazon, which has a frustration-free packaging program; a set of guidelines for Amazon merchants to reduce packaging waste, lower shipping and packaging costs, and improve the customer experience.

There are benefits for you.

Ultimately, frustration-free packaging allows you to reduce packaging and shipping supplies costs, as well as the waste generated by this expense. If your brand aligns itself with sustainability or eco-friendliness as a value, this is one initiative that can show consistency with your values, all while saving money.

Other advantages it offers are reduced chances of returns chargebacks,  saving you significant money in the long run.

There are benefits for your customers.

Lowered shipping costs for you also mean lower shipping costs for your customer. Likewise, the benefit is in the name. Simple, scaled down packaging that still protects shipped goods reduce frustration for the customer during the order fulfillment process. This will improve their experience with your business and potentially increase the likelihood of return business.

Even if you’re not selling on Amazon, you can use frustration-free packaging.

Although this strategy started with Amazon, it doesn’t mean you can’t implement it on your own.

Of course, there are challenges to consider. These include:

• Finding the balance between product protection, simplicity for customers, and minimal waste.
• Implementing the change to your packaging system without disrupting operations.

Some tips to make this easier include:

• Analyzing the current packaging type you are using to assess its biggest advantages and disadvantages regarding protection, design, and other factors – what must be changed and what can stay the same?
• Investigating packaging vendors with frustration-free options – shop around, don’t go with the first option you see right out of the gate.
• Prioritizing product protection – if there’s anywhere to scale back, it’s not here.
• Considering a consultant with expertise – if you’re concerned about what packaging supplies solutions you’re paying for, a third-party, independent consultant may be able to give you peace of mind.

In conclusion…

Frustration-free packaging can save you money, reduce waste, improve your customers’ experience, and show your commitment to sustainable solutions. If your only hesitation is implementing a large scale change, there are plenty of experts and vendors who can help.