Podcasts about Epicor

In this episode of Tech On Demand, host Bill Calkins is joined by two experts from Epicor—a software company delivering comprehensive ERP solutions, as well as CRM tools and a range of supply chain management systems. Epicor truly understands the green industry and partners with garden centers and nurseries to customize business tools. Kerrie Jordan, Epicor's chief marketing officer and Sam Kirkland, a national business development strategist are on the podcast to talk A.I. and ways to take the data you have, digitize it and apply A.I. to use it even more effectively. A.I. has the capability to assist in all fundamental business processes—from product procurement and cash flow management to employee productivity and customer engagement. That's just a snapshot of what Kerrie and Sam share in this episode. Bill and his guests spend time discussing what exactly A.I. means for green industry businesses and applications from other industries can be transformational, as well as ways A.I. can help personalize businesses to level up the customer experience. They close looking to the future and what might be possible as this technology continues to evolve. PODCAST: Artificial Intelligence in the Green Industry (Part 1): https://techondemand.podbean.com/e/artificial-intelligence-in-the-green-industry-part-1-ft-clint-albin/   MORE RESOURCES: Epicor—Artificial Intelligence: https://www.epicor.com/en-us/solutions/technology/people-centric-ai/ ARTICLE: AI—Gaining Back Time: https://www.greenprofit.com/Article/?srch=1&articleID=27602 ARTICLE: Why You Need AI, No Matter Your Size: https://www.greenprofit.com/Article/?srch=1&articleID=27544 ARTICLE: Using AI to Shorten the Customer Journey: https://www.greenprofit.com/Article/?articleid=27702 PODCAST: Next-Level Engagement, Growth & Brand Building with Sam Kirkland: https://youtu.be/P_VMRu0wTHU?si=fBJr9uzxOT4UZu3C

Charu Roy, Chief Product Officer at Enlil, shares her extensive journey in the software industry, which began in the late 1980s and evolved into her leadership role in medtech. Charu discusses her role at Enlil, where she oversees the development of an AI-powered platform to enhance medical device lifecycle management. She emphasizes the importance of understanding customer needs, fostering team potential, and ensuring cybersecurity in medtech software solutions. With profound insights on her career growth, leadership style, and the technological advancements propelling the industry forward, Charu's story is an inspiring tale of innovation and dedication to improving lives.  Guest links: https://enlil.com/ |  https://www.linkedin.com/company/enlil-inc/ Charity supported: ASPCA Interested in being a guest on the show or have feedback to share? Email us at theleadingdifference@velentium.com.  PRODUCTION CREDITS Host & Editor: Lindsey Dinneen Producer: Velentium Medical   EPISODE TRANSCRIPT Episode 069 - Charu Roy [00:00:00] Lindsey Dinneen: Hi, I'm Lindsey and I'm talking with MedTech industry leaders on how they change lives for a better world. [00:00:09] Diane Bouis: The inventions and technologies are fascinating and so are the people who work with them. [00:00:15] Frank Jaskulke: There was a period of time where I realized, fundamentally, my job was to go hang out with really smart people that are saving lives and then do work that would help them save more lives. [00:00:28] Diane Bouis: I got into the business to save lives and it is incredibly motivating to work with people who are in that same business, saving or improving lives. [00:00:38] Duane Mancini: What better industry than where I get to wake up every day and just save people's lives. [00:00:42] Lindsey Dinneen: These are extraordinary people doing extraordinary work, and this is The Leading Difference. Hello and welcome back to another episode of The Leading Difference podcast. I'm your host Lindsey, and today I'm absolutely delighted to introduce you to Charu Roy. Charu is the Chief Product Officer at Enlil, where she leads product strategy, vision, and execution for the company's AI powered medtech development platform. With over two decades of experience building and scaling enterprise software products, Charu brings deep industry expertise in product management, user-centered design, and go to market leadership. Before Enlil, she held senior product roles at industry leaders, including Epicor, Oracle, I-2 Technologies slash Aspect Development, HP and Agile Software, where she drove software innovation across enterprise cloud SaaS and data driven solutions. Known for her ability to align customer needs with business strategy, she is passionate about delivering products that transform complex industries and enable measurable impact. Well, welcome, Charu, to the conversation today. I'm so excited to be speaking with you. [00:01:54] Charu Roy: Thank you so much for having me. I'm very really excited about being here on this podcast. [00:02:00] Lindsey Dinneen: Oh, awesome. Yeah. Well, I would love, if you wouldn't mind starting off by sharing a little bit about yourself, your background, and what led you to medtech. [00:02:10] Charu Roy: Sure. As every other sort of person who gets into the software world, I came in a while back in 1987 to 89, where I did Master's in Computer Science at University of Louisiana. That was my first introduction to America, really. And computer science brought me to the Bay Area where I worked at HP, Hewlett Packard. In those days, it was called Scientific Instruments Division in Palo Alto. And there I programmed robotic hands to, to sort of move that, the vial from samples, drug samples from athletes so that they could get tested for drugs. So, I didn't know the importance of all this. It was my first job. I enjoyed myself seven years, you know, software programming, really, and understood how a large company works. And then slowly I started getting a little bored. So I went on to my next startup and was involved in the same kind of principles that drive things today. So I just sort of built my way up. In terms of the software, I joined different groups, ran consulting services, ran engineering, and sort of worked myself up through the ranks and into sort of more decision making capabilities, and you know, continued to join companies and learn new things and leave them for some better opportunities. So I moved from Hewlett Packard to a startup that was called Aspect Development, which got sold to I-2 Technologies for $9.3 billion in those days. So, you know, I went through that acquisition, trying to understand the market, what kind of software triggers buying, you know-- so sort of just the software aspects of how to sell software, how to develop software, how to deploy it. So in general, I was learning all of the ropes until I came to Agile PLM, which is a company which, very popular company which made it very sort of easy to deploy software, especially software called Product Lifecycle Management. So I was -- here, I was in and out of companies, learning and understanding the world of software until I fell into med device companies being my customers. So med device being our customers meant, you know, a lot more strictness, a lot more process, with the software itself. So here I was trying to now go through those kind of features, trying to understand what med device needed when they were building products. So, from Agile, I went to Conformia. Again, it was the same, it was regulatory product for wine, spirits and pharma --very adjacent to med device. But again, it was the same thing about how to be provide, how to provide a traceable platform where our customers can trace there, the make of the wine or make of the spirit, or make of a pharma drug or make off of med device. All the principles underlying it are the same because it's a regulated product at the end of the day, but so that's how I kind of fell into it, and I enjoyed every bit of that until I got acquired by Oracle. And so I continued at Oracle doing the same thing over and over again; rebuilt the same products again at Oracle in the clouds, and I was managing the old Agile products. So it's an interesting journey where I was, you know, started off as a software programmer. And I didn't know anything about, you know, the use cases until the time I sort of joined Oracle and understood my customers better. And that's how I came in there. And of course I was at Epicor and finally I made my way to Enlil, which is a very small company, and I'm doing the same thing again. It's just with a different set of customers, very small to medium sized companies. So that's how my career sort of spanned 30 years. [00:06:11] Lindsey Dinneen: Wow. Oh my goodness. Well, there is so much to dive into all of that. Thank you for sharing. It's so cool to hear about all of the winding paths that lead us to maybe, you know, where we're meant to be in, in any given season. And yeah, I just love learning about it. So, okay. So I'm curious, you know, way back when did you like growing up, did you always have an interest in computers and computer science? Is this something you knew you wanted to get into? [00:06:40] Charu Roy: Not at all, actually it was a suggestion, and in those days, parents kind of suggested that you be a engineer or a doctor or a chartered accountant. The choices were very limited. And so my father said, "you will do computer science." And I said, "okay." And there I was and there was no, no sort of emotional attachment to any of those professions. And, I liked it well enough to continue, and I found it was easy enough to understand the principles and work at it. So yeah, there was no-- you know, in these days I think kids are training themselves like by seven or eight to program. And I'm seeing, you know, machine language I mean AI, ML, LLMs being taught to seven year olds and sort of trying to shape them, but in those days it was just some very simple choices, I guess. So, yeah, not a very romantic story. I was never programming younger in my younger days, but I think you know, compared to all the choices youngsters have these days, but just fell into it. [00:07:44] Lindsey Dinneen: Sure. Oh, how fun. You know, even though, yes, it was somewhat prescribed for you, at least originally, and I'm so glad that you fell in love and it ended up being a happy place for you because... [00:07:57] Charu Roy: Yeah, and I think I fell in love with the customer, how customers reacted to the software. I didn't fall in love with the software delivery process or anything else, but it was just the way customers said, "oh, I like that. It's gonna make it easier for me to do something. I'm having a tough time tracking it on paper. I just hate it what I'm doing right now, and your software will help." So I think that's a part that makes me feel really pleased that okay it's going into some good hands and it's going to be used. [00:08:30] Lindsey Dinneen: Yes, by people who really appreciate and value what you can contribute, what maybe comes --at this point, I guess-- naturally to you. And so it's, you're able to translate somebody's ideas or dreams into a really tangible solution. [00:08:48] Charu Roy: Yeah. And in fact, somebody's pain points, like they're really sort of, trying their best to use little resources they might have, wasting a lot of time on either tracking something on paper or in emails. And I think those are the kind of pain points that I really like to understand and say, "Hey, will the software help really help your day to day life? Will it make it easier to find things?" I think that's where I find my sort of biggest thrill of when a customer says, "Yes, you shaved off three hours of my time by giving me this efficient system." [00:09:26] Lindsey Dinneen: Nice. Yeah. Oh my goodness. Yes , and the products that you're making are indeed life impacting and make a difference. And that is rewarding because you know that the work you --do all work is important, but it's really fun when you get to know personally the impact that you get to have. [00:09:45] Charu Roy: Right, right. [00:09:46] Lindsey Dinneen: Yeah. Yeah. So, okay, so I'm, I'd love to dive in a little bit more to your current company and role and learn about that, and how you're helping, you're still helping people you know, win through this. [00:10:00] Charu Roy: So, yes, absolutely. Enlil is part of Shifamed, the portfolio. Shifamed invests in med device devices typically, so ophthalmology devices or cardio devices. Enlil came about as an enterprise software company within the portfolio because they realized that they needed some software to throw all their data into, right? So they had early designs, prototype data. They might have had some user requirements, what kind of standards they might have to follow. So all those were floating about, again, in emails and paper. Enlil came in saying that we can store this data more successfully, more cleanly in a structured fashion so that our users can find that data. And this becomes really important as the med device company moves on and tries to apply for regulatory approval at that time, they need all that history and the data behind the device. And they wanna be able to find it easily and present it to auditors. So, Enlil's a structured way of describing all the data that the customer has and being able to find it easily and then run their audits using the data. So it's a very crucial part of their lifecycle, their product lifecycle. And so it's really important for us to be secure, reliable, available, 24/7. All of that applies to us and basically defines how they go about driving their product lifecycle. [00:11:34] Lindsey Dinneen: Yeah. Well, and you know, one thing that stood out to me when you were talking about that was of course the security aspect. And as we all know, we're, we're probably much more so than in the past, hyper aware of the critical need for cybersecurity and the role it plays specifically in medical device technology. And I'm curious if you could speak a little bit more to that particular element. [00:11:55] Charu Roy: Yeah, we have a lot of layers of security, you know, right from the folks who are accessing the software. The software is hosted in a well-known, reputable cloud service environment. So apart from them providing us cybersecurity and access control and everything else, we have another set of layers on top of that. So our users are vetted and they all have a password. People can be invited and not just sort of show up. So, there's a lot of control of what they can see and can do. Every button sort of, you know, has a role behind it or a layer of control. So not everyone can do everything and press any and all buttons. So, security is at many levels. And we also have a lot of audit trails, e-signatures, and so on. So everything is done to protect the data, and audits are run regularly by them and by us to make sure that nobody who's supposed to be, you know, people who are not supposed to see the data, don't see the data. [00:13:01] Lindsey Dinneen: Yeah. Excellent. Yeah, I know that's just something that is, should be at least, on the forefront, especially of startups' minds as they're thinking about this and working towards having a really secure device. So it sounds like you've built in all of that safeguarding really well and really intentionally. So, so, okay, so I know that -- well, there's a few things that really stood out to me on your LinkedIn profile, and I'm just curious if we could dive into a couple things. One was, I love how you said that you're "passionate about teams and people delivering to their full potential," and I was wondering if you could speak a little bit more to that. [00:13:42] Charu Roy: Yeah, so, you know, along the years I've noticed that people in my team, the team members, they're there, they're working hard, but I do like to understand what's making them tick, what might they be wanting to do, which they haven't got gotten to do yet. Can we unlock some potential, some skill, some talent? And I think that comes about by sort of just talking about it , trying to give them openings about, "Hey, look, I've got this cool project or this cool feature. Any thoughts on that?" Just to understand, are they happy doing what they're doing, or is there something more they could do? And so I think that human touch, you know, is -- it was given to me, or at least it was taught to me by some mentors along the way. And I think that's a part that I really like to explore and see how can teams do better, not just in a numbers, not just turnaround features and releases on time, but are they happy doing it? Did they contribute something meaningful along the way? Did they feel they grew in the process? Did they feel they were recognized for some new responsibilities that they may not have stepped up for in some other companies? So that's a feeling I'm trying to always give them and sort of hoping that we contribute to their growth, not just the company and the bottom line. [00:15:02] Lindsey Dinneen: Yeah, that's critical and key,, and really speaks to who you are as a leader. And I'm actually very curious, you know, you mentioned earlier having kind of worked your way up at HP and then, you know, that may be opening some doors for you for of course, your future opportunities, and I'm curious, what has your own leadership journey looked like? Has, does leadership come naturally to you? Have you spent a lot of, you know, time and resources, whatever, developing those skill sets or how did that work for you? [00:15:29] Charu Roy: I think I was thrown into the deep end of the pool several times, you know, like, so I kicked into the pool, so to learn to swim. So similarly I was made to take on responsibility pretty much the very beginning. So I kind of knew that there were certain things expected that I should be doing, can be doing and then this introspection saying that, did I give the right amount of energy to that particular responsibility and did I do well? So just a lot of introspection and being able to understand, did I do well as a leader? But I've been honing it, honing skills. I mean, nothing out of an MBA school, nothing out of, you know, college that helped me. I think it was just about pure interest in psychology, pure interest in humans, you know, just being able to connect and how did I make them feel? How did they make me feel in those interactions? And is that, was that good? Was there something we could do to incorporate more people to get that feeling of ownership or anything? So it wasn't a, you know, by rote or something that I learned in a school. It was more of just sort of. Being thrown into situations where I had to come out of it somewhat gracefully and some somewhat feeling like I had also learned along the way. [00:16:46] Lindsey Dinneen: Yeah. Yeah, that, that's wonderful and incredible. And I think, you know, you mentioned learning along the way, and one thing also that stood out to me was, the recommendations on your profiles are so lovely for you. And two things stood out: they, one thing was somebody mentioned you're always learning, which is a gift in and of itself. And then the other thing was you're always letting others succeed. And that's such a beautiful gift and I'm wondering if you could talk more about both of those as well. [00:17:16] Charu Roy: Yeah, I think it's not about just me being sort of the boss and being able to tell people what to do, though I think success comes from enabling or encouraging the teams to again contribute without any barriers, any levels, or politics. I love the fact that we are in a small company, and I can say safely that, you know, politics --in larger companies there are politics. People are always trying to sort of be showing that they are very valuable. But in a small startup, it's very quickly apparent that there are certain valuable players there and startups, everybody is valuable, right? So I think being able to encourage the team members to do what they think is best for the problem to solve it. And of course, there are reasons why you can't sometimes accept the solution, but the fact that they're thinking about it and the fact they're able to openly express their opinions and say, "No, you're wrong, Charu." I think this is the way to do it. I love that. I think, somebody disagrees with me in a meeting, I just think that's the best thing that could have happened as a style of management. Because I'm not, you know, insecure in that sense. I don't sulk afterwards. I have had bosses and so on who don't like that kind of, you know, disagreements in public. And I think that's a part where I beg to differ, and I want to have people say what they think, what are they feeling, what are the problems, really the truth, and fix it, really. So I think it's less waste of a time when people are honest, and get to the point, and we are able to solve it together rather than hide behind, you know, facades, I guess. [00:19:01] Lindsey Dinneen: Yeah, that's beautiful. And yeah, I've often said for me personally, that, you know, more heads are better than one. I mean, I could have a, an opinion on whatever it is that we're talking about, but really, until we collaborate and start sharing those ideas and those thoughts and opinions , all of a sudden those kinds of sparks happen where, you know, you start with one thing and then it, and then somebody else catches that and they take it even to the next level and it just keeps going. And it's so cool to see the creativity and problem solving and innovation that comes from allowing those conversations. [00:19:36] Charu Roy: Yes, exactly. Creativity and innovation. You've said it so well. That comes with smart people being in the same room, arguing, not agreeing, and then something comes out of that, right? I mean, either your thoughts get clearer because you've seen every side of the coin and you're able to say, "Okay, I know the pros and cons and we can go this way, knowing the full effect of what we are going to do." So I think surrounding myself with smart people who have varied opinions, I think that's a beauty and a blessing really. [00:20:12] Lindsey Dinneen: Yes it is, and you've nailed it with varying opinions. You know, it's easy to get yourself into a situation-- and not necessarily intentionally-- but just it's easy to give into a situation where you've surrounded yourself with people who all kind of have the same opinions on things. And so inviting those conversations to take place that might be difficult, might be challenging, might be frustrating at times, but allowing for that and being open to other points of view and experience. I mean, that's the beauty of a really good collaborative environment is all of those varying opinions that don't necessarily match yours. [00:20:50] Charu Roy: Yes, exactly. Exactly. [00:20:52] Lindsey Dinneen: Yeah. Yeah. So, okay, so looking back, could 10-year-old you have ever imagined where you'd end up today? [00:21:00] Charu Roy: No, absolutely not. I thought I wanted to be a doctor or something vague. 10-year-old me was climbing trees and eating guavas off the trees in Delhi. So it was really crazy childhood. And you know, it wasn't filled with studies and rules and stuff. So I think coming to this, a country when I was young, being able to absorb everything, the culture, the of course the education itself and being able to sort of grow within the companies that I joined, i, I think that was the journey that I was sort of a pointing more towards rather than the childhood me. The childhood me was horrible, I think. [00:21:46] Lindsey Dinneen: Oh man. Honest reflection right there. That's awesome. Yeah, okay. Are there any moments that really stand out to you, perhaps with your current position or, you know, something in your past where you really thought, "Wow, what I'm doing makes a difference. I am in the right industry, at the right time, in the right place." [00:22:07] Charu Roy: I think it's the technology now that, you know, speaking from a technical viewpoint of shipping software, meaning full software, more easily, the time is now. I feel that the culmination of everything I've learned about pain points and users and customers, all of that's culminating in in the product that I'm managing right now, using new technologies, having the right technologies to choose from and being able to propel that software forward to our users. I feel that, "Wow, what a time to be a product officer really, when we have so many choices and being able to be able to apply that to real world problems and real pain points." I had the same pain points 20 years ago, even 30 years ago, but we couldn't do much. We had to, you know, write painful programs. We had to write database queries and, you know, things like that. It was quite painful, I would say. And then now to see all the tools where we can create things overnight and be able to ship it to customers, just hitting the nail on the head. We had to experiment a lot in the old days but I think the time now is is really special. We are on an sort of an industrial revolution or a computer science revolution here with the AI, MML, the LLMs, being able to do so much with probably less resources than before. So. [00:23:39] Lindsey Dinneen: Yeah. So seeing the impact of the work and getting to not have it be so painful. [00:23:45] Charu Roy: Yes. It used be very painful and now I'm thinking, I think we're at the right time, right place now with this product. And it's not just about the products. It's the kind of help we are getting as software professionals to help deliver software and support our users. I think that's really special and I, we are still learning, we're still trying to understand all the technologies that are available to us and how can we make our lives easier and our customers feel that we've solved some problems for them. [00:24:14] Lindsey Dinneen: Yeah, absolutely. And I think that there's just, it is really wonderful again-- just to, to circle back to this kind of been a running theme of getting to be able to experience for the end user or with the end user, that moment of, "Oh wow, I needed this is so helpful and it's gonna make a difference." [00:24:36] Charu Roy: Yeah. I remember in my past, same sort of software tracking wine being made. And that software was pretty cool. It, it used to track where the wine sat and which barrel for how long. And so the pleasure of talking to wine makers, and being able to show them how the software track the progress of the wine and being able to print out a label at the very end for them, saying that "this wine sat in these bottles or these barrels for a while," and that technology application for a simple, naive user, I thought that was it. That was the, you know, the culmination of all the learnings that I had over the years to be able to explain the software so easily to a end user who might be a distiller or a winemaker or somebody, a farmer. I thought that was pretty cool. And that since then, of course, technology has changed, but I think we're beginning to see the effect on a naive user, which we couldn't do, you know, 30 years ago. [00:25:37] Lindsey Dinneen: Yeah, absolutely. Oh my goodness. That is, it is so cool. And I love the work you're doing and just learning all about your history so far and just exciting to see where it's gonna end up too, and as you continue along your career path, but pivoting the conversation a little bit just for fun. Imagine that you were to be offered a million dollars to teach a masterclass on anything you want, could be within your area of expertise, it doesn't have to be. What would you choose to teach? [00:26:06] Charu Roy: I would probably think about teaching psychology of the individual. I don't have a PhD or a even basic courses in psychology, but I just love the fact that, you know, you can apply psychology, figure out how a user might or somebody might react to something that you say, do, think so I, if it was a master class and I'd be teaching you know, teaching more about life interactions, you know, ordinary interactions. How can they be made more meaningful, more fruitful, using psychological tricks or phrases? I don't know all of those things, but I would really think that I could teach that based on, you know, facial expressions, body mannerisms, or body-- what do they call it, sort of, you know, criminal stories. They read your mind based on certain mannerisms of flutter viol. So yes, psychology is a masterclass I would teach, but more applied to daily interactions, maybe work situations and being able to use psychology better to improve your own work relationships with people and even just general interactions. Yeah, so that would be my attempt at being a psychologist and eventually be a criminal psychologist. [00:27:28] Lindsey Dinneen: Yes. Oh my goodness. That would be so interesting. Yeah, I love that idea. And the masterclass sounds fabulous, so I'm signing up whenever you do it. [00:27:37] Charu Roy: Okay, I'll go get my degrees for it then. [00:27:40] Lindsey Dinneen: Right, right, right. Yeah. Ah, details. Awesome. How do you wish to be remembered after you leave this world? [00:27:50] Charu Roy: This is something that I've always felt deeply about. It's not what you say or what you do, it's how you make people feel, that Maya Angelo said that this much nicer than what I'm saying, but and I've had a few people say this to me, saying that, "We worked together 30 years ago, but that day you made me feel good." And I don't even remember what I said, what I did, but the fact that they remember me for what I made them feel. The fact that somebody also told me that they "don't avoid me when I'm walking up to them because, because I make them feel like things are okay, things are good, however bad the problem is." So they say that with other people they would duck and, you know, go away in the opposite direction. But with me they're waiting for me to come up to them. I'd like to continue that, that feeling that somebody feels like, "Hey, you are coming up to them and you just make them feel good in some fashion." Nothing else. I think that feeling, if I could evoke in people, they say, "Oh yeah, she made me feel good that day. I don't know what she said, but she made me feel good." That's enough. [00:29:01] Lindsey Dinneen: Yeah, that, yes, that is more than enough. What a beautiful legacy. Yeah, and then final question, what is one thing that makes you smile every time you see or think about it? [00:29:15] Charu Roy: I think my dogs smile. I would say he's got missing teeth and so when he looks at me when I first come, you know, come back home and he is smiling almost, and he is sniffling and, you know, trying to sneeze and smile at the same time. Oh my God, what kind of a character dog this is? So that makes me smile and laugh the whole time, especially the missing teeth. Poor thing. He doesn't understand that his teeth are missing because of me, and yet he's smiling at me, so. [00:29:50] Lindsey Dinneen: That is so sweet and cute. Oh my goodness. I love, I know somebody at one point said, "You know, dogs don't actually smile." I don't believe them. They smile. [00:30:00] Charu Roy: They smile and they choke while they smile because my dog has a small nose, I guess. So he chokes when he smiles, and so he is choking, and he is smiling, and this missing teeth there. I was like, "Oh my God." [00:30:16] Lindsey Dinneen: Oh my goodness. Yes. I mean, that would just I, yes, I can just sort of picture this. I love, love dogs and so I'm just picturing this and I, that would bring me joy every single day, definitely. Excellent. Well, this has been such a wonderful time spent with you today. Thank you for sharing your stories and your journey and your advice, and I really appreciate some of those in particular, your leadership advice, and the impact that you can have as a leader, inviting the collaboration, having conversations that encourage people to have varying opinions and maybe outright disagree with you. I love what you're wanting to, you know, wanting your legacy to be, and so that's how you're intentionally showing up in the world. And so I just wanna thank you so, so very much for being here. We're really grateful to have you. [00:31:10] Charu Roy: Thank you, and thank you so much for your intelligent questions and insightful questions that go above and beyond just you know, a company and it's gold. It's there, there's something so human about your questions-- and I love when I'm like, "Oh my goodness, this is so, so interesting to see in this day and age, somebody taking the time to ask such questions" and I really appreciate you for that. [00:31:36] Lindsey Dinneen: Oh, thank you. Well, I really appreciate that feedback too, because it's, you know, you come up with an idea-- speaking of sometimes echo chambers, you come up with an idea and you think, "Oh, this is how I'd like to go about this, but does it resonate with somebody else?" So that's delightful to hear. [00:31:51] Charu Roy: Fantastic, thank you, thank you for having me. [00:31:54] Lindsey Dinneen: And we're so honored to be making a donation on your behalf as a thank you for your time today to the American Society for the Prevention of Cruelty to Animals, which is dedicated to preventing animal cruelty in the United States. So thank you for choosing that organization to support Thank you so much, and gosh, I just wish you the most continued success as you work to change lives for a better world. And to all of our listeners for tuning in, I wanna thank you for being here as well. And if you're feeling as inspired as I am right now, I'd love it if you'd share this episode with a colleague or two, and we'll catch you next time. [00:32:31] Charu Roy: Thank you. [00:32:32] Dan Purvis: The Leading Difference is brought to you by Velentium Medical. Velentium Medical is a full service CDMO, serving medtech clients worldwide to securely design, manufacture, and test class two and class three medical devices. Velentium Medical's four units include research and development-- pairing electronic and mechanical design, embedded firmware, mobile app development, and cloud systems with the human factor studies and systems engineering necessary to streamline medical device regulatory approval; contract manufacturing-- building medical products at the prototype, clinical, and commercial levels in the US, as well as in low cost regions in 1345 certified and FDA registered Class VII clean rooms; cybersecurity-- generating the 12 cybersecurity design artifacts required for FDA submission; and automated test systems, assuring that every device produced is exactly the same as the device that was approved. Visit VelentiumMedical.com to explore how we can work together to change lives for a better world.

Software companies are building a new manufacturing stack that includes four layers: ERP, MES, Connected Worker, and AI. Dan McKiernan, principal product manager with Epicor, joins us at the ASSEMBLY Show to talk about the success that arises when these systems work together in a stack rather than a patchwork of tools.Sponsored By:

Continuum is solving the multi-party return problem in B2B supply chain—a transaction involving distributors, manufacturers, and end users that previously took 30-45 days and now completes in 30-45 seconds. In this episode of Category Visionaries, we sat down with Alex Witcpalek, CEO and Founder of Continuum, to unpack how he's building what he calls "reverse EDI" in a market of 1.5 million distribution and manufacturing companies across North America. After 13 years selling technology into this space, Alex is now growing 8x year-over-year by turning customers into the primary acquisition channel through network effects. Topics Discussed: Why multi-party returns require replicating order management, warehouse management, and procurement systems simultaneously The tactical sequencing of building network businesses: solving for independent value, achieving critical mass, then activating network effects How Continuum navigates deep ERP integrations (SAP, Oracle, NetSuite, Epicor) plus bespoke business logic across multiple supply chain tiers Facebook retargeting, BDR outbound, events, and customer referrals as the four channels driving growth in a non-PLG market Why business model differentiation is the only remaining moat when technical barriers collapse Building domain expertise distribution systems using AI-powered LMS fed by sales call recordings GTM Lessons For B2B Founders: Choose problems where you can capture 100% of addressable market, not fractional share: Alex deliberately avoided competing in CRM, sales order automation, or accounts payable—categories where even dominant players cap at 25-30% market penetration. Instead, he targeted multi-party reverse logistics, a greenfield problem no one else was solving. This strategic choice eliminates competitive displacement risk and allows every prospect conversation to focus on change management rather than competitive differentiation. Founders should map their TAM against competitive saturation: markets where you can own the entire category create fundamentally different growth trajectories than fighting for fragments. Sequence network businesses: independent value → critical mass → network activation: Alex was told by investors 18 months in that network effects "weren't going to work." His insight: "When you don't have a network, you don't sell the network. It's just in your plans and how you're building." Continuum sold P&L impact, manual labor reduction, and customer experience improvements to early adopters while building network infrastructure invisibly. Only after achieving density in specific verticals (HVAC, electrical, plumbing) did they surface the network value proposition. This sequencing prevents the cold-start problem—founders building marketplace or network businesses must design standalone value that makes the first 100 customers successful independent of network density. Exploit high pain thresholds in legacy industries as competitive barriers: Supply chain companies accept 30-45 day return cycles, manual warranty claims on paper, and playing "guess who" by phone to find inventory across distributor branches. Alex notes they have "extremely high pain threshold" from living with broken systems for decades. While this creates longer education cycles, it also means competitors won't enter (too hard) and once you prove ROI, switching costs become prohibitive. Founders should reframe customer inertia: industries tolerating obvious inefficiencies offer category creation opportunities with built-in moats, not just sales friction. Business model architecture is the only defensible moat—technical differentiation is dead: Alex is building his own e-signature platform (Continue Sign) and AI LMS using vibe coding to prove technical moats no longer exist. Continuum's defensibility comes entirely from network lock-in: displacing them requires disconnecting manufacturers like Carrier, Daikin, and Bosch plus their entire distributor ecosystems simultaneously. He references EDI (1960s technology still dominant today) as proof that network effects create permanent advantages. Founders must architect switching costs, network density, or proprietary data advantages into their business model—technology alone provides zero protection in the AI era. Match channel strategy to actual ICP behavior, not SaaS conventions: Continuum's top lead source is customer-driven network growth—distributors recruiting manufacturers and vice versa. Facebook retargeting works because their 50+ year-old supply chain buyers "are trying to comment on their grandkids' pictures," not scrolling LinkedIn. BDR outbound still delivers high win rates in an industry where business happens on handshakes, making events critical. This channel mix would fail for PLG products but works perfectly for enterprise cycles with $40K ACVs and 90-day sales processes. Founders should ethnographically research where their specific buyers actually spend attention rather than defaulting to LinkedIn, content marketing, or PLG based on what works in adjacent categories. Use 90-day enterprise cycles and multi-stakeholder complexity as qualification, not friction: Continuum runs enterprise sales motions for $40K deals because multi-party returns touch 16 constituents across sales, customer service, fleet, supply chain, warehouse, purchasing, and finance. Rather than trying to simplify buying, Alex uses this complexity as a filter—companies willing to coordinate VP of Supply Chain, COO, and CFO alignment are serious buyers. He layers three value propositions (P&L impact, labor reduction, customer experience) knowing different stakeholders weight them differently. Founders selling into complex environments should embrace multi-threading as a qualification mechanism that improves win rates and reduces churn, not overhead to eliminate. //  Sponsors:  Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire  Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM  

Host Frank Sohn welcomes Marc de Mey of Merkato Group—the team behind Merkato CPQ and brands Quootz, CPQ Belgium, Sell It Easy, CPQing Solutions, and DOK.legal. Marc shares his path from aircraft mechanics to CPQ leadership and explains how Merkato's low-code/no-code, API-first, headless architecture helps manufacturers move from complex requirements to accurate quotes fast. We compare hands-off vs. hands-on implementation models across the group, and why an external ecosystem of Merkato experts accelerates adoption. You'll hear practical integration patterns with Salesforce, SAP, Epicor, Infor, Odoo, Zoho and CAD tools like PTC Creo and Solidworks. We also cover three buying drivers—capturing hard product knowledge, creating a single source of truth that eliminates double entry, and delivering modern visualization. Best for manufacturers, OEMs, distributors, and EPCs (50–1000 employees), primarily in Europe but with global reach.

In this CPQ Podcast episode, host Frank Sohn speaks with Tarak Patel, Sr. Vice President of Product and Technology at Aleran Software, about how Aleran is bringing sustainable innovation to Configure, Price, Quote (CPQ) and digital commerce. Aleran's Connected Commerce platform is designed for mid-size manufacturers ($20M–$1B) and their channel partners. Built on headless, API-first, cloud-native architecture, the platform integrates with leading ERP systems(SAP, Epicor, Microsoft Dynamics, Infor, Acumatica and more) and CRM solutions (Salesforce, SugarCRM). It also offers native eCommerce, pre-built connectors, Avalara tax, payment gateways, and shipping integrations—helping companies move beyond spreadsheets and home-grown tools. Tarak explains how Aleran supports CTO and ETO products, with a feature- and rules-based configuration engine, plus AI-driven guided selling and automated product content generation. With low-code/no-code flexibility and an average 2-month implementation, manufacturers can achieve fast ROI. Beyond technology, Tarak shares insights on trust-based leadership, Aleran's rapid growth, and how his philosophy of “sustainable innovation” drives both the company and his personal life—including golfing with his two teenage sons.

In this episode of Hiring on All Cylinders, Matt Staney talks to James Lafferty, VP of Global Talent Acquisition and Mobility at Epicor. James shares how he's built a global TA function that makes 1,200+ hires a year across 32 countries—while staying consistent, human, and adaptable.They discuss what it really takes to lead modern TA: building systems that scale, earning trust across cultures, and finding the right balance between tech and the human touch.Highlights:Building a global TA model that works across time zones and teamsWhy recruiters need to be partners, not just process ownersHow AI is changing the role—but not replacing itLeading through acquisitions without losing what makes teams great

Episode OverviewHost Maribel Lopez sits down with Kerrie Jordan, the newly appointed Chief Marketing Officer at Epicor, to discuss the evolution of ERP systems and the transformative power of cognitive ERP in manufacturing, distribution, and supply chain industries.Guest Bio and social linksKerrie Jordan - Chief Marketing Officer, EpicorKerrie Jordan, Chief Marketing Officer at Epicor, leads the global go-to-market efforts, bringing together her deep product innovation and strategic marketing experience to drive brand growth and customer engagement across the make, move, and sell industry communities.https://www.linkedin.com/in/kerriejordan/Key Topics DiscussedCognitive ERP: From System of Record to System of ActionDefinition: Transforming ERP from passive data storage to intelligent, proactive decision-making systemsKey capabilities:Sensing signals in data noiseServing up actionable insights when neededConnecting organizations across supply chainsCreating intelligent business communitiesEpicor Prism: Agentic AI TechnologyWhat it is: Conversational ERP experience launched last yearKey features:Natural language interaction (type or speak)Information querying without knowing system screens/reportsAutomated actions with human approval (semi-autonomous approach)Multiple specialized agents (Knowledge Agent, RFP Agent, Business Communications Agent)Real-World Success StoriesMeasuring AI ROIFocus on specific business outcomes, not just AI implementationApply fundamental business case principles"Nail it before you scale it" approachBaseline analysis and clear success metricsFuture Vision (Next 1-2 Years)Data Platform EvolutionExplosion of structured and unstructured dataCritical need for data normalization and healthOpen, secure connections as "good cloud citizens"AI Development TrajectoryCurrent: Pre-trained models and agentic AIFuture: Self-service pipelines for custom AI model creationModel-agnostic strategy with patented inference pipelineCommunity-based insights and collaborationQuotable Moments"We are an organization that is really focused on our core industries... making, moving, selling the things that we use every day""It's all about accelerated value... How can we get as close to zero as possible?""This era that we're in [is] like the modem dial-up era of AI""Nail it before you scale it

Starting off the week, Salesforce announced results for its second quarter fiscal 2026 ended July 31, 2025. Epicor launched the industry's first ERP AI agent with outcomes-based pricing to accelerate supplier decisions, Epicor Prism Business Communications. In the world of education, Blackbaud announced a series of transformative updates for its K–12 Education Management portfolio. To end the week, QAD and Esker, a global authority in AI-powered business solutions for the Office of the CFO, announced a global strategic alliance to deliver a comprehensive suite of financial process optimization solutions.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

To begin the week, Procore and Amazon Web Services (AWS) announced a strategic collaboration agreement. In related news, IFS today announced the launch of its new Global Purple Circle Partner Program. Next, SAP announced a comprehensive new approach to digital sovereignty and AI innovation. Finally, Epicor announced key features and updates in its latest release of Epicor Propello.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Many technology companies are continuing to discuss artificial intelligence, but are they missing the practical applications? In this episode, Frank Heenan emphasizes the need to understand real-world use cases for manufacturers, distributors, and retailers. In many cases, it calls for ERP systems to become more condensed and useful, focusing on actual job functions and machine learning. Tune in to better understand some of the practical ways that AI can help boost efficiency!

It was a major week for financial results, with announcements from Microsoft, Sage, and Procore. The ERP market continues to see monumental growth year after year, across all industries and solutions. Epicor announced strategic partnerships with SourceDay, a supply chain collaboration platform, and Sovos, the always-on tax compliance company, to complement its Epicor Kinetic ERP platform for manufacturers.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

For this episode, I welcome Maggie Blaney, a 26-year-old solutions engineer at Epicor.Blaney grew up watching How It's Made and always felt drawn to manufacturing. Despite that early interest, she pursued a communications degree in college and joined Epicor after an alum recommended the company.Blaney began her career with Epicor as a business development representative. After 10 months, she transitioned to an associate solutions engineer role and now works as a solutions engineer, where she walks the shop floor and speaks with prospective clients who are exploring new software solutions.

The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews:   How Elon Musk's Chatbot Grok Will be Used by Federal Agencies, Q&A (Darian Chwialkowski, Third Stage Consulting) The Future of ERP and AI in 2025 (Senior leaders from Oracle NetSuite, Infor, Epicor, and Priority Software) 4 Digital Strategies That Will Dominate the Future of Enterprise Tech   We also cover a number of other relevant topics related to digital and business transformation throughout the show.  

Send us a textThe tech landscape is rapidly evolving as major players and emerging startups alike double down on AI-driven innovation and infrastructure transformation. Qlik's acquisition of Upsolver enhances real-time data ingestion for Apache Iceberg, while Epicor's new Prism Vertical AI Agents are reimagining how frontline workers interact with enterprise intelligence. In parallel, Apple's entry into a consortium focused on next-gen AI data centers highlights growing urgency around power and scalability, especially as experts predict data center energy demands will double within five years. Meanwhile, strategic moves like SAP's quantum computing ambitions, IBM's acquisition of AST to deepen Oracle capabilities, and startups like ThoughtSpot, Qbiq, and Vasco advancing AI-powered solutions for analytics, design, and revenue planning underscore a new era of intelligent, responsive enterprise tech.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Send us a textThe enterprise technology space is buzzing with bold moves and fresh innovations as major players double down on AI, unified commerce, and real-time data capabilities. Salesforce is making headlines with its planned launch of AI agents and a cloud-based POS for retailers, even as its CEO, Marc Benioff, critiques Microsoft Copilot as a “huge disaster.” Meanwhile, HubSpot's co-founder is gaining traction with Agent.ai, an agentic AI platform that has already amassed 258,000 users in just four months. Retail tech is evolving fast, with commercetools unveiling InStore to redefine unified commerce globally and Rootstock expanding its ERP footprint with Scion for enterprise users. On the M&A front, Clearwater Analytics is acquiring Enfusion for $1.5 billion to accelerate global growth, and Qlik is enhancing real-time data processing through its acquisition of Upsolver. Athos Commerce emerges from the fusion of Searchspring and Klevu, promising smarter retail experiences, while Epicor's new Prism vertical AI agents aim to transform frontline decision-making. Even Apple is joining the race, partnering in a consortium to develop next-gen AI data center technology, highlighting the intensifying competition to shape the future of intelligent enterprise infrastructure.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

In this episode, Frank speaks with Kristian Frøstrup Madsen, a CPQ expert with over 13 years at CPC (now part of PDSVision), about how modular thinking is reshaping CPQ for complex manufacturing industries. They cover: How CPC approaches Modular Architecture, Modular PLM, and Modular CPQ Why a product-focused background leads to better CPQ outcomes than pure IT consulting The growing need to connect PLM and CPQ Practical insights on where AI adds value to CPQ projects—and where it doesn't Partnerships with leading CPQ vendors like Tacton, Configit and Epicor Kristian also shares a personal glimpse into his life near Denmark's “Cold Hawaii,” where he surfs with his kids—and what keeps him passionate about solving complex configuration challenges. Whether you work in CPQ, PLM, or complex B2B manufacturing, this episode offers valuable perspectives on building smarter, modular configurators.

The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews:   How Epicor is Doubling Down on AI, Q&A (Darian Chwialkowski, Third Stage Consulting) The Rise of ERP Manufacturing Platforms (Raj Badarinath, Chief Marketing Officer at Rootstock Software) Which ERP Software Has the Best ERP Features   We also cover a number of other relevant topics related to digital and business transformation throughout the show.  

In ERP news this week, Oracle announced new cloud services – Oracle Banking Retail Lending Servicing Cloud Service and Oracle Banking Collections Cloud Service, Sage announced significant progress in its ongoing collaboration with Amazon Web Services (AWS), OneStream announced financial results for its first quarter ended March 31, 2025, and Epicor announced at its Epicor Insights 2025 user conference, the general availability of its latest agentic AI capabilities of Epicor Prism and predictive ML of Epicor Grow AI. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

We welcomed Dan Taylor from Bistrack Epicor and CTO Jodi Garvey to talk all things ERP and Project MEGA (Make ERP Great Again). Topics discussed:-Jodi's Street credit -History of Drexel SKUs -ERP Success and Struggles in the Building Supply Industry - no dominant force like Amazon or Ford and how Drexel stands out.-Having FUN in the implementation process -Pearl Jam and Project BREATHE -How is everyday easier with Epicor? -And the famous Billboard question! Jodi - Always a Rainbow after the Storm and Dan- Don't Quit Your Daydream

In this episode of The Manufacturing Culture Podcast, host Jim Mayer sits down with Garret Tornquist, Senior Product Manager at Epicor, to explore the power of a team-first culture in manufacturing. Garret's career has taken him through multiple industries, including medical devices, education technology, and manufacturing, and through it all, one thing has remained constant: success is built on culture, teamwork, and a willingness to embrace failure.Garret shares how his experiences in team sports shaped his leadership philosophy, why he believes culture is an organization's greatest competitive advantage, and how failure is not just inevitable—it's essential for growth. He also discusses the evolving role of AI in manufacturing, what he's learned from building products that serve manufacturers, and why great teams create great leaders—not the other way around.TakeawaysCulture is often underrated in organizations.Team success is more important than individual accolades.Leadership should empower teams rather than micromanage.Failure is a crucial part of growth and innovation.AI will enhance jobs rather than replace them.People take pride in their work, which drives success.Building relationships and trust is key to effective leadership.The journey from intern to product manager is filled with learning opportunities.Understanding customer needs is vital for product success.A strong company culture leads to better performance.Chapters00:00 Connecting Diverse Industries Through Culture08:47 Lessons from Team Sports20:52 The Role of Manufacturing in the Economy30:21 Leadership in Manufacturing: A Team Mentality37:16 The Importance of Embracing Failure44:24 Goals for 2025: Balancing Personal and Professional Life50:45 Final Thoughts and Reflections

As we continue to charge into 2025, major AI announcements came from Epicor, Oracle, and Microsoft. First, Epicor launched Epicor Prism, a network of vertical AI agents built specifically for the supply chain industries. Then, Oracle and Adarga, a leader in AI-driven information intelligence, announced they are partnering to bring Adarga's Vantage software to Oracle Cloud Infrastructure and Oracle's distributed cloud. Finally, Microsoft and Pearson, the world's lifelong learning company, announced a strategic collaboration on Tuesday to help address one of the top challenges facing organizations globally: skilling for the era of AI. To round out the week, Qlik announced the acquisition of Upsolver, a pioneer in real-time data streaming and Apache Iceberg optimization.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

IFS began an exciting week of financial results with record growth for the third quarter ending September 30th, 2024. Microsoft followed suit, announcing results for the quarter ended September 30th, 2024. Blackbaud rounded out the financial results by announcing financial results for its third quarter ended September 30th, 2024. Epicor introduced powerful new analytics tools that provide parts manufacturers with deep, actionable visibility into market demand and performance metrics. Oracle Health unveiled a new version of its Clinical AI Agent built entirely upon their latest generative AI technology.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

A recent interview with Shawn Windle, Founder and Managing Principal of ERP Advisors Group, and TechTarget's Jim O'Donnell revealed an optimistic future for Epicor.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Infor announced significant platform technology updates to its industry-specific CloudSuite portfolio on Day One of the company's 2024 Infor Velocity Summit. Acumatica Cloud ERP unveiled its highly anticipated 2024 R2 product. Microsoft Corp. and Rezolve AI, a leader in AI-powered commerce solutions, announced a strategic partnership to empower retailers with advanced capabilities for digital engagement. Epicor announced it has acquired Solenium Group Inc. and its sister company Visual SKUs Inc., both long-standing Epicor partners and providers of Product Information Management (PIM) and Digital Asset Management (DAM) solutions for the Automotive Aftermarket. Sage is enhancing its supply chain software capabilities by acquiring Anvyl, a New York-based technology firm focused on the high-growth $20 billion supply chain software sector.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Join us for an insightful conversation with Heather Hershey, the Digital Commerce Research Director at IDC. Heather, a self-made entrepreneur with a unique journey from adult learner to commerce expert, shares her personal experiences and industry insights. In this episode, we dive deep into the world of IDC Analyst Reports and explore the current state of CPQ. Heather discusses her early days in CPQ, the valuable lessons learned from recent ProductScape and MarketScape reports, and her surprising discoveries during CPQ solution reviews. We also cover hot topics like digital quoting, subscriptions, and the "everything as a service" trend. Heather provides her expert perspective on these issues and shares her thoughts on the future of CPQ. Don't miss this opportunity to hear from one of the industry's leading analysts. Tune in to learn more about IDC's research and gain valuable insights into the world of CPQ. Note: Want to meet Heather in person? She'll be attending Optimizly Opticon the week of November 18th. LinkedIn https://www.linkedin.com/in/heatherhershey1/ 

Send us a Text Message.Vertical software was once considered a niche market within enterprise software, primarily served by VARs and ISVs with limited growth potential, while OEMs thrived on platform and ecosystem-focused business models. However, this landscape has shifted, especially with private equity firms adopting consolidation strategies during economic downturns, leading to a reevaluation of their go-to-market and marketing approaches and sometimes even overhauling their code bases entirely. This trend has affected even major proponents of platform strategies, like Salesforce, which has acquired vertical capabilities and introduced industry-specific packages. ServiceTitan stands out as one of the top vertical SaaS offerings listed on Forbes Cloud 100, potentially disrupting the ERP market dominated by companies such as Epicor and ECi. When considering Advantive, it can be challenging to determine who is disrupting whose market. But what exactly is ServiceTitan? Is it a field service application? An industry-specific CRM? A channel integration tool tailored for particular sectors, akin to ChannelAdvisor? Or is it a blend of all these functionalities? Could it even qualify as an ERP system?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of ServiceTitan's capabilities. We covered many grounds, including where ServiceTitan might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand ServiceTitan's core strengths and weaknesses.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Planful announced record-breaking new bookings for the first half of the year 2024. Clayton, Dubilier, & Rice and CVC today announced that funds managed by CVC have agreed to acquire a significant ownership position in Epicor. Sage announced new enhancements and updates for Sage Intacct customers globally, to streamline financial operations and enhance security. Certinia accounted its Summer 2024 Release, introducing enhanced features to help customers achieve enterprise-level scalability, drive new efficiencies across their professional services and customer success organizations, and unlock tangible benefits with AI. Oracle introduced new user experience enhancements to Oracle Fusion Cloud Supply Chain & Manufacturing (SCM). Salesforce launched Pulse for Salesforce, a purpose-built edition of Tableau Pulse that brings out-of-the-box metrics and AI-powered insights directly into the flow of work in Salesforce CRM, starting with Sales Cloud.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

What does it take to win the Epicor Optimization Champion Award? In this special episode, we dive deep with @KerrieJordan, host of the "Manufacturing the Future" Podcast and Group Vice President for Product Management at @Epicor, to explore how @FramelessHardwareCompany (FHC) and @SKOSolutions earned this prestigious award for 2024. Join us as we delve into: The winning formula of Frameless Hardware Company (FHC) and SKO Solutions. The challenges they overcame before implementing Epicor CPQ. How Epicor CPQ 3D configurators revolutionized their ability to capture client needs and offer dynamic pricing. The key performance indicators (KPIs) they use to measure the impact of these innovations. The valuable lessons learned during their optimization journey with Epicor CPQ. Ready to optimize your CPQ solution? Tune in for this episode packed with valuable tips and inspiring examples, and find even more great stories here. Don't miss out! Guest: Kerrie Jordan, Host - "Manufacturing the Future" Podcast & Group Vice President for Product Management at Epicor Contact FHC and/or SKO Solutions: Website: https://fhc-usa.com                    https://skosolutions.net   Contact Info: Armando Rodriguez: Armando@FHC-USA.com  Jesse Dorado: Jesse@FHC-USA.com Reid Lehner Reid@SKOSolutionsinc.com  Kerrie Jordan: https://www.linkedin.com/in/kerriejordan

What does it take to win the Epicor CPQ Collaboration Champion Award? In part two of a special three-part series, we dive deep with @KerrieJordan, host of the "Manufacturing the Future" Podcast and Group Vice President for Product Management at @Epicor, to explore how @CMTP leveraged @EpicorCPQ to collaborate in their business. Join us as we uncover: The secret sauce behind CMTP's award-winning collaboration. The challenges they faced before implementing Epicor CPQ. How CMTP revolutionized their customer engagement and satisfaction. The notable improvements CMTP has experienced since implementing Epicor CPQ. The story of successful collaboration between Epicor CPQ and CMTP. Looking to elevate your own customer experience? This episode is packed with actionable insights and inspiration, and you can find even more great stories here. Don't miss out! Guest: Kerrie Jordan, Host - "Manufacturing the Future" Podcast & Group Vice President for Product Management at Epicor Contact CMTP:| https://www.cmtp.com.au  Travis Meade (Managing Director) - https://www.linkedin.com/in/travis-meade-95072416/ Josh Martin (Digital Project Lead) - https://www.linkedin.com/in/joshua-martin-906181102/ Kerrie Jordan: https://www.linkedin.com/in/kerriejordan

What does it take to win the Epicor CPQ Innovation Champion Award? In part one of a special three-part series, we dive deep with @KerrieJordan, host of the "Manufacturing the Future" Podcast and Group Vice President for Product Management at @Epicor, to explore how @SchoolSpecialty leveraged@EpicorCPQ to innovate their business. Join us as we uncover: The secret sauce behind School Specialty's award-winning innovation. The challenges they faced before implementing Epicor CPQ. How School Specialty revolutionized their customer engagement and satisfaction. The power of integrating Epicor CPQ with their Salesforce CRM. The key metrics they use to measure the impact of these innovations. The story of successful collaboration between Epicor CPQ and School Specialty. Looking to elevate your own customer experience? This episode is packed with actionable insights and inspiration, and you can find even more great storieshere. Don't miss out! Guest: Kerrie Jordan, Host - "Manufacturing the Future" Podcast & Group Vice President for Product Management at Epicor Contact School Specialty:|  https://select.schoolspecialty.com/ Adam Halfmann: https://www.linkedin.com/in/adam-halfmann Kerrie Jordan: https://www.linkedin.com/in/kerriejordan  

Can predictive maintenance help your auto repair shop schedule more accurate repair appointments for customers? In this episode, Tim Hardin, senior vice president/GM global data services, Epicor, discusses the data that drives predictive maintenance and how it stacks up against the traditional 30/60/90K maintenance model in more accurate scheduled repairs to customers.

ORDER MY NEW BOOK: The Final Countdown: https://a.co/d/50cqrCB CONTACT MY TEAM & I: https://www.thirdstage-consulting.com... FOR SPONSORSHIP OPPORTUNITIES: contact@majortom-productions.com

Premiere of Season 2, Bryan and Jose return after a year-long hiatus, energized and ready to recap their experiences at Epicor Insights 2024. From meeting Bear Grylls to an unexpected event turnout, they share it all. Celebrate with them as they honor community MVPs Tim Shoemaker, Greg Payne, and Kevin Lincecum for their significant contributions. Dive into the future of ECM and explore innovative solutions like dynamic document management and AP automation. Hear their take on AI in Epicor and its practical applications. Plus, get a sneak peek at what's in store for the new season, including guest appearances and insightful discussions on product comparisons and technical demos. Join Bryan and Jose as they kick off an exciting new season filled with fresh insights and community spirit!

Joining the Driven by DCKAP podcast this week is Frank Heenan - Group Vice President, Distribution and LBM at Epicor - to talk about the evolution of ERP systems, the importance of using tools like this to their full extent to grow your business, the role of AI within distribution, some of the best strategies to ensure success, how to best execute those strategies, and much more. With over 25 years of experience working with Epicor and within distribution, Frank has seen the ups and downs of the industry. Having been at the company from its early days of growth to where it stands today as a leader in enterprise resource planning, manufacturing execution system, and distribution software, he has invaluable insights to share on what it takes to lead the industry forward. Tune in and enjoy!

Sage launched Sage Distribution and Manufacturing Operations (SDMO) in the United States and South Africa. Oracle announced fiscal 2024 Q4 and full-year 2024 results. Epicor announced it has acquired KYKLO, a provider of Product Information Management (PIM) and content-driven lead generation solutions to drive sales for manufacturers and distributors. IFS announced it has entered into a definitive agreement to acquire Copperleaf Technologies, Inc., a provider of AI-powered enterprise Asset Investment Planning and Management (AIPM) software. Infor Nexus, the single-instance intelligent supply chain network platform, announced a new product to help companies map their multi-tier supply chains and provide evidence to support compliance with regulations.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Himanshu Palsule is CEO of Cornerstone, which provides a workforce agility platform to identify skill gaps and development opportunities within organizations. Himanshu joined as CEO in Jan 2022, bringing more than 35 years of diverse experience leading global organizations. Prior to joining Cornerstone, he was President of Epicor where he was responsible for managing vertical businesses and overseeing product operations. Palsule was previously CTO and Head of Strategy at Sage Software. Key highlights: Learning to live within your own skin and recalibrating yourself Concentric circles of evaluating ideas - Control, Influence, Interest Key trait when you have a seat at the table: Humility What is important when you have to say “I don't know” Going beyond the cliche and making customer obsession real What does it really mean to have a flat organization What does a future-ready Product Manager look like Connect with Himanshu Palsule, CEO of Cornerstone: https://www.linkedin.com/in/himanshu-palsule/ Connect with Rahul Abhyankar, Host of Product Leader's Journey: https://www.linkedin.com/in/rahulabhyankar/

In this episode of Enterprising Insights, host Keith Kirkpatrick discusses two conferences he attended during the week, Epicor Insights and Salesforce Connections. Kirkpatrick talks about the key news from each event, new product announcements, and provides his take on each event. He then closes out the show with the Rant or Rave segment, focusing on a particular galling CX experience that saw a failure with applications, training, and the ability to show empathy.  

At Insights 2024, Epicor unveiled its new Epicor Grow portfolio, an integrated set of Artificial Intelligence (AI) and Business Intelligence (BI) capabilities powered by an industry-focused data platform tuned specifically for the requirements of the make, move, and sell industries. Workday announced its results for the fiscal 2025 first quarter ended April 30, 2024. OneStream announced at its annual conference, OneStream Splash, three purpose-built AI solutions: OneStream Sensible GenAI, OneStream Sensible ML Scenario Modeling, and OneStream Sensible AI Library. Salesforce announced Service Cloud Digital Engagement enhancements that will help contact centers unify unstructured, conversational data from disparate digital channels, departments, and devices – all within one platform.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this podcast episode, the host interviews James Lafferty, Vice President of Global Talent Acquisition at Epicor, to discuss the shift from transactional to transformational recruiting. Lafferty shares insights on focusing on business outcomes, refining hiring requirements, and using data in recruiting strategies. He explains the differences between transactional and transformational recruiting, emphasizing proactive engagement in business decisions, and discusses Epicor's global presence and talent acquisition strategies. The episode explores the significance of engaging with hiring managers early in the recruitment process, akin to cybersecurity's 'shifting left' principle, to align talent acquisition with business goals better. Lafferty also delves into managing hiring manager expectations, the role of data in supporting recruitment decisions, and fostering a culture of recruitment within organizations. The discussion includes strategies for communicating effectively with hiring managers and empowering recruitment teams to be more independent and strategic. Highlights: 01:36 The Journey from Transactional to Transformational Recruiting 05:42 Shifting Left: Engaging Early in the Business Process 17:01 The Hiring Manager Maturity Model: A Guide to Effective Recruitment 20:06 Leveraging Data in Recruitment: Strategies and Challenges 22:53 Empowering Recruiters: Coaching for Confidence and Independence Guest: James Lafferty is originally from the UK and now lives in Austin, Texas having moved in 2015. James is the VP of Global Talent Acquisition at Epicor Software, a 4,600-person Software company. James is responsible for the strategy and operations of Epicor's talent acquisition teams. The position oversees global Talent Acquisition, Executive Recruiting, Talent Operations, Employer Branding, Global Mobility, and University Recruiting Teams worldwide.   LinkedIn: https://www.linkedin.com/in/jameslafferty/ ------ Thank you so much for checking out this episode of The Talent Tango, and we would appreciate it if you would take a minute to rate and review us on your favorite podcast player. Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

Epicor announced its acquisition of Smart Software, a provider of cloud-based, AI-driven inventory planning and optimization (IP&O) applications, and an existing Epicor ISV partner. Blackbaud announced financial results for its first quarter ended March 31, 2024. Salesforce announced Unified Knowledge, a new solution that integrates organizational knowledge resources from disparate third-party systems into Salesforce, helping service agents be more efficient and resolve customer cases faster. Rootstock Software announced the appointment of Richard Berger as Chief Executive Officer.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews: Cloud Adoption Amongst World Governments, Q&A How ERP Vendors are Using AI (Panel discussion with guests from SAP, Oracle NetSuite, Epicor, Infor, Priority Software, TEC and Rootstock Software) Lessons from Tech Titans (Evan Goldberg, NetSuite; Steve Murphy, Epicor; Kevin Samuelson, Infor; Jan Baan, Baan Software; Lisa Pope, Epicor; Fabian Pinckaers, Odoo) We also cover a number of other relevant topics related to digital and business transformation throughout the show.

Epicor announced it has surpassed $1 billion in annual recurring revenue (ARR), realizing 42% year-over-year SaaS-based cloud revenue growth in its fiscal year 2023. Infor announced the launch of Infor GenAI and ESG Reporting. Salesforce announced AI-powered enhancements to its MuleSoft automation, integration, and API management solutions to help business users and developers improve productivity, simplify workflows, and accelerate time to value.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this replay episode of Tech Sales Insights, Randy Seidl is joined by Lisa Pope, President at Epicor, shares her journey through the world of ERP, from its traditional roots to its modern-day relevance. Randy delves into Lisa's extensive experience, exploring the evolving role of ERP in today's dynamic business environment. From navigating supply chain disruptions to harnessing the power of data as a service, Lisa offers valuable insights and strategies for driving business growth and innovation.KEY TAKEAWAYSThe enduring relevance of ERP in driving digital transformation and business resilience.Leveraging ecosystem partnerships and mindshare growth for enhanced market presence.The pivotal role of data as a service in driving intelligent decision-making and operational efficiency.Adapting sales strategies to meet the evolving needs of diverse customer segments, from SMBs to enterprise-level organizations.Embracing diversity and inclusion practices to foster a thriving and inclusive workplace culture.QUOTES"ERP isn't dead; it's thriving and evolving to meet the demands of the modern business landscape.""Growing mindshare is crucial; it's about building brand visibility and expanding your ecosystem to drive market engagement.""Data is the new currency of business; leveraging insights from ERP systems empowers intelligent decision-making.""Adaptability is key in sales; understanding diverse customer needs and market trends drives long-term success.""Diversity isn't just a buzzword; it's a cornerstone of innovation and success in today's global marketplace."Find out more about Lisa Pope through the links below:LinkedIn: https://www.linkedin.com/in/lisapopeepicor/This episode is sponsored by Sandler. Sandler is a world leader in innovative sales, leadership, and management training. For more than 50 years, Sandler has taught its distinctive, non-traditional selling system and highly effective sales training methodology, which has helped salespeople and sales managers take charge of the process.

Every week on Pipeline Visionaries, we sit down with amazing marketing leaders to uncover the pipeline strategies that have been fundamental to their success. In each episode, we ask these guests which three areas of investment are most important to their marketing strategies. Tune into this special series to hear the budget items our CMO guests can't live without!Find parts one, two, three, four, five, six, seven, eight and nineEpisode Timestamps: *(01:37): Grant Johnson, CMO at Billtrust*(04:22): Jessica Gilmartin, CMO at Calendly*(06:11): Megan McDonagh, CMO at Amperity*(07:17): Shafqat Islam, CMO at Optimizely*(08:42:) Efrat Ravid, CMO at Quantum Metric*(10:59): Orlando Baeza, CMO & CRO at Flock Freight*(13:32): Jenny Victor, CMO at Epicor*(16:18): Jessica Shapiro, CMO at LiveRamp*(19:09): Jacqueline Woods, CMO at Teradata*(21:24): Brad Rinklin, CMO at Infoblox*(24:33): Celia Fleischaker, CMO at isolved  Sponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInLearn more about Caspian Studios

To mark this milestone, we've prepared something special. We're thrilled to present excerpts from our recent webinar titled "Thought Leader Summit Series - Unleashing the Power of Visuals in CPQ." Featuring prominent figures from the CPQ and visual realms such as CDS Visual (a Dover company), Elfsquad, Engineering Intent, Epicor, Threekit, Walpole Partnership, Zaelab, and Super Radiator Coils, this discussion offers diverse perspectives. Our podcast delivers a wealth of information, compelling you to listen closely to capture every detail. It's a must-listen for prospective customers keen on delving deeper into CPQ and visualization. Additionally, stay tuned for an upcoming YouTube video addressing key discussion points. For inquiries or event details, reach out to info@novuscpq.com. Also, note that we're now planning quarterly Thought Leader Summit Series events focusing on intriguing CPQ-related topics.

When selecting a software for your business, its imperative to be fully aware of the nuances of each system. What are those nuances? That's what we discuss in this episode of the Digital Stratosphere Podcast.   —————————————————————  DOWNLOAD MORE RESOURCES BELOW:  ——————————————————————  2024 DIGITAL TRANSFORMATION REPORT: https://resource.thirdstage-consulting.com/2024digitalentopreport   BUY MY NEW BOOK "THE FINAL COUNTDOWN": https://www.amazon.com/dp/B0CFQ44XRS?ref_=cm_sw_r_cp_ud_dp_08YCHTR0NRD4F42NDPG1   PHASE ZERO CHECKLIST: https://resource.thirdstage-consulting.com/phasezerochecklist   SOFTWARE BUYER'S GUIDE: https://resource.thirdstage-consulting.com/softwarebuyersguide   SUPPLY CHAIN MANAGEMENT PLAYBOOK: https://www.thirdstage-consulting.com/reports/mastering-the-chain-a-comprehensive-guide-to-supply-chain-management/   DIGITAL STRATEGY FRAMEWORK: https://resource.thirdstage-consulting.com/digitalstrategyframework   GUIDE TO ORGANIZATIONAL CHANGE MANAGEMENT: https://resource.thirdstage-consulting.com/the-definitive-guide-to-erp-hcm-organizational-change-management   20 LESSONS FROM 1,000 DIGITAL TRANSFORMATIONS: https://www.thirdstage-consulting.com/reports/ebook-20-lessons-from-1000-erp-implementations   ————————————————————  CONNECT WITH US:  ————————————————————     * YOUTUBE: https://www.youtube.com/@thirdstageconsultinggroup8228     * LINKEDIN: https://www.linkedin.com/company/third-stage-consulting-group     * INSTAGRAM: https://www.instagram.com/thirdstageconsultinggroup/     * TIKTOK: https://www.tiktok.com/@thirdstageconsulting     * TWITTER: https://twitter.com/ThirdStageERP CONTACT US TO BRAINSTORM IDEAS FOR YOUR DIGITAL TRANSFORMATION: info@thirdstage-consulting.com

This episode features an interview with Jenny Victor, CMO at Epicor, a company focused on solutions that help their customers with big-picture inventory management, forecasting, and timely delivery.In this episode, Jenny shares with us how compelling content should be at the center of all that you do, how consumability is key when reaching prospective customers, and the unique strategies Epicor is employing to stand out in a crowded marketing landscape. Jenny also shares a new vision for what it means to be a CMO in our modern world and what that looks like when it comes to services and customer success.Key Takeaways:The role of CMO is evolving. Being a CMO isn't just about the demand side of things anymore; it's about impact and driving the business. CMOs are now blending more with the services and success side of the house, which gives marketers a more strategic role in a business.Content is king. Content is at the center of everything you do, so it's something that needs to be constantly invested in. It also needs to be eye catching, compelling, and consumable above anything else.Create space for peer to peer experiences. Marketing and sales go hand in hand, so marketers working directly with sales helps to accelerate the sales part of the funnel. Acceleration events, where prospects are brought together with SMEs so everyone can learn more about each other, what everyone does, as well as use cases for products, provides a space for everyone to get on the same page and visualize the same goals.Quote:“ I think one of my final thoughts for all the marketers that are listening to this, see if you can find the cool stuff and make it work for you. I think we all want the big hype and we all want the cool stuff. We are fortunate enough to sponsor an F1 car, Alpha Tauri. That is so fun with Drive to Survive. We've done a lot of cool, fun things with it, but we've made it meaningful in the story because Alpha Tauri uses our product to make sure that car's ready for every race. Those 14,000 parts are where they need them to be. And I think it's being able to find that cool stuff and make it work for you.”Episode Timestamps:*(05:39) - The Trust Tree: The most essential ERP partner to the most essential businesses*(10:53) - The Playbook: Content is king*(37:02) - Quick Hits: Jenny's Quick HitsSponsor:Pipeline Visionaries is brought to you by Qualified.com, the #1 Conversational Marketing platform for companies that use Salesforce and the secret weapon for pipeline pros. The world's leading enterprise brands trust Qualified to instantly meet with buyers, right on their website, and maximize sales pipeline. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Jenny on LinkedInLearn more about EpicorLearn more about Caspian Studios

James is originally from the UK and now lives in Austin, Texas having moved in 2015. James is the VP of Global Talent Acquisition at Epicor Software, a 4,500-person Software company. James is responsible for the strategy and operations of Epicor's talent acquisition teams. HE oversees global Talent Acquisition, executive recruiting, Talent Operations, Employer Branding, and University Recruiting Teams ACROSS 40 COUNTRIES. Outside of work, James played competitive golf at college and also DJs, with a vinyl collection of over 3000 records. His favorite movie is Forest Gump and couldn't give a favorite artist as it depends on the mood!

On this week's Industrial Talk we're onsite at FABTECH in Atlanta, GA and talking to Andrew Robling, Senior Product Manager with Epicor Software about "Manufacturing insights through collaborative cloud technology". Get the answers to your "Manufacturing" questions along with Andrew's unique insight on the “How” on this Industrial Talk interview! Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2023. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! ANDREW ROBLING'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/andrew-robling/ Company LinkedIn: https://www.linkedin.com/company/epicor/ Company Website: https://www.epicor.com/en-us/ PODCAST VIDEO: https://youtu.be/cv2ZZl_4kGU THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us AI Dash: https://www.aidash.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions:  https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader): Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? Live your business the way you want