Podcasts about Epicor

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

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.

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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!

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/

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

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.

Episode SummaryKerrie Jordan shares her perspective on how ERP systems are evolving from transactional systems to platforms that leverage data, analytics, and AI to drive better decision-making and insights. She discusses common challenges customers face with ERP implementation and offers best practices around change management, customization, and choosing a trusted partner. Jordan also provides examples of successful innovating companies, like the Formula One racing team Scuderia AlphaTauri. The conversation covers strategies for fostering innovation through customer involvement and looks at how ERP can position businesses for future success through integration, data platforms, and visibility. Valuable resources on automation and building are recommended for listeners. About the guest Kerrie is the Group Vice President of Product Management at Epicor Software. Kerrie leads the strategic direction of Epicor cloud-enabled solutions to ensure that they continue to deliver high-value innovation, security, and performance for all of their customers. She is based in Richmond, Virginia, and has over a decade of experience in ERP, supply chain, e-commerce, cloud computing, product development, and business solutions. Connect with Kerrie Jordan Key takeaways- ERP is evolving from transactional systems to data-driven platforms powering insights with analytics and AI - Top challenges for ERP implementation include data management and customization  - Involve IT and choose a trusted partner for a successful implementation - Foster innovation through customer involvement and crowdsourcing ideas - ERP can future-proof businesses by integrating systems and providing visibility - Scuderia AlphaTauri exemplifies constant innovation needs in fast-paced industries Quotes “ERP is the perfect place within an organization to consolidate data, to transform it, and to serve it up to really create some helpful insights in the business."Recommended Resource Books:  - Build by Tony FadellPodcasts: -⁠ The New Automation Mindset Podcast⁠Shout-outs -⁠ Markus Zirn⁠⁠Connect with Kerrie Jordan⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠| ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow us on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Serendipity led Jon Owens, national sales manager for Epicor, to find the automotive aftermarket. Jon started out in sales for Timken Roller Bearing in Canton, Ohio, and describes finding the aftermarket after graduating from college as being in the right place at the right time. However, it wasn't until he took over the NAPA Auto Parts account for Timken and started going to meetings, such as the AWDA Conference, where he truly recognized the power of volunteering for industry committees.“You're exposed to industry icons and you just can't beat that kind of exposure,” said Owens, who just began his two-year stint as president of the Automotive Aftermarket Charitable Foundation (AACF), and arguably, has become an industry icon himself. “For me, it all began at AWDA. I was smitten with it and convinced that industry volunteerism benefited not only the industry, but also benefited me personally and whatever company I was going to represent.”Since then, the list of organizations and committees Owens has served on is too long to publish here. Yet in his time at various automotive aftermarket companies, he has always been sure to remain involved outside of his 9-to-5 and has learned many lessons in business and life from the aftermarket professionals he has volunteered with. In this episode of AMN Drivetime, sponsored by AISIN, Owens delves into those lessons as well as his career trajectory from Timken to Epicor and describes his vision for AACF.EPISODE OVERVIEW How Owens found the automotive aftermarket (0:58)His college football career and what he learned most from playing the sport at a high level (3:46)Owens's mentors in the automotive aftermarket (5:06)His involvement in the automotive aftermarket organizations and what makes our industry different when it comes to service outside of your day job (10:48)His biggest lessons from his involvement in aftermarket committees and organizations (16:32)Owens describes his vision for AACF as president for the next two years (22:45)How you can help with the AACF's mission today (29:54)

Oracle kicked off the week by opening a second Oracle Cloud region in Chile, making it the first hyperscaler to have two regions in the country. Epicor promoted interim CFO, Joe Ayers, to Executive Vice President and Chief Financial Officer. SAP expanded its integration with PayPal through the creation of digital payments plug-in for the PayPal Braintree Platform built on the SAP Business Technology Platform. Salesforce announced the general availability of Unlimited Edition + (UE+) a simplified technology package for businesses looking to accelerate growth with AI, data, and CRM. Certinia released its new AI capabilities and enhancements to its Services-as-a-Business platform. Finally, QAD released a new tool designed to drive supply chain value and enable customers to manage macroeconomic factors.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

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

The Transformation Ground Control podcast covers a number of topics important to digital and business transformation. This episode covers the following topics and interviews: New AI Regulations, Q&A (Kyler Cheatham, Third Stage Consulting) Top ERP Systems for 2024 (Adam Cheatham, Third Stage Consulting) ERP Vendor Panel Discussion (Soma Somasundaram, Infor; Paul Farrell, Oracle NetSuite; Kerrie Jordan, Epicor; Kevin Miller, IFS)   We also cover a number of other relevant topics related to digital and business transformation throughout the show. This weekly podcast series premiers live on YouTube every Wednesday at 8am New York/1pm London/9pm Hong Kong. You can also subscribe to the podcast on Apple, Google, Spotify, Pandora, or your favorite podcast platform.   Register here

Epicor began the week by announcing its acquisition of Elite EXTRA, a provider of cloud-based last-mile delivery solutions. Oracle added new mobile capabilities to Oracle Fusion Cloud Inventory Management, part of Oracle Fusion Cloud Supply Chain & Manufacturing (SCM). Blackbaud kicked off its semi-annual Product Update briefings last week to showcase recent innovations and the future roadmap for Blackbaud's suite of software solutions. Infor announced a new partnership with DailyPay to seamlessly provide employees with easy and quick access to their earned wages. UKG announced a business update for the fourth quarter and fiscal 2023, ending September 30, 2023. Finally, Salesforce announced it has surpassed its commitment to provide 500,000 upskilling opportunities to women as part of the Indo-Pacific Economic Framework for Prosperity (IPEF) Upskilling Initiative.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 2003, Dan McKiernan co-founded eFlex Systems, a company specializing in software for managing complex and flexible assembly operations. Epicor acquired eFlex in 2022, and Dan continues to help manufacturers solve challenging problems. A division of Epicor Software, the eFlex Systems Manufacturing Integrated Platform delivers the simplest path to digital transformation. Find out how Dan navigated the recent acquisition and how the changes have impacted business. Sponsored By:

IFS and Blackbaud jumpstarted the week by announcing their financial results for Q3 2023. Epicor introduced two industry-first analytics solutions for the automotive industry. Salesforce announced its AI-powered trade promotion planning tool to the Consumer Goods Cloud. Finally, SAP joined Stanford University's human-centered artificial intelligence (HAI) corporate affiliate program.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

Microsoft began the week by announcing its results for the third quarter of 2023. SAP announced its new generative AI capabilities across the SAP Customer Experience Portfolio, expanding on SAP's natural-language generative AI copilot Joule. Finally, Epicor introduced several innovative solutions designed to aid the automotive industry during its AAPEX 2023 Show in Las Vegas.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 episode you hear from Meredith Schmidt (EVP & GM) and Brion Schweers (SVP) of Salesforce which have a combined 55+ years of business experience! Here they talk about the latest Salesforce Revenue Cloud release as well as upcoming releases that are expected to bring big changes, Dreamforce 2023, Salesforce layoffs from earlier this year, "re-platforming" of their solution, Salesforce price increases, artificial intelligence and much more LinkedIn Meredith https://www.linkedin.com/in/meredith-schmidt-5446a0/ LinkedIn Brion https://www.linkedin.com/in/brion-schweers-71363211/ 

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

Today's episode is the second of a two-part series featuring Kerrie Jordan, Vice President of Product Management – Data Platform at Epicor. Kerrie discusses the most important report for your manufacturing business's health, strength, and sustainability, Voice Of The Manufacturing Manager 2023. Part one of this series covered Epicor's Voice of The Essential Manufacturing Worker report. In these two reports, 1,000 manufacturing leaders and frontline workers reveal their impressions about the technology they're using and embracing, the shifts they're making and experiencing in the workplace, and how they view the future of the industry. Key takeaways include: Technology and Modern Manufacturing ·       58% of manufacturing leaders consider their company “very modern.” ·       But only 48% of frontline workers say the same. Workplace Flexibility and Morale ·       64% of manufacturing leaders believe company morale is high. ·       But only 52% of frontline workers say the same. Company Loyalty and Industry Prospects ·       81% of manufacturing leaders plan to stay in their job for the next 12 months. ·       But only 44% of frontline workers say the same. Don't miss this critical episode of Manufacturing Talk Radio! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode you hear from Compatio AI CEO & Founder Tim Baynes who lives in Springfield, MO. Tim has 30+ years of business experience with companies like Oracle, Gartner and Configit before he founded Compatio AI in 2018. Here he talks about their recent rebranding from compat.io to Compatio AI, their cross-selling platform solution, the difference of regular configurators and configurators with AI, social commerce, funding rounds and much more LinkedIn  https://www.linkedin.com/in/timothybaynes/ email  tim@compat.io  

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!

We wish everyone a great summer and want to let you know that we will be back on September 3 with a great lineup of interesting CPQ guests. Please let us know if you know of any CPQ Thought Leaders which have not been on the CPQ Podcast yet. If you do send an email to Frank.Sohn@NovusCPQ.com so we can talk to them. Here some more interesting information Teams looking at more CPQ Information before they select a CPQ Solution may want to look at our CPQ Buyers 101 Course. This is a 2 hour free overview of CPQ. Learn more here. We have a YouTube channel. Check it out here  Our yearly CPQ Circle Subscription, which ensures that CPQ Vendors, System Integrators, Customers, Prospects, and individuals keen on CPQ are consistently informed with impartial, monthly updates from the CPQ world. Additionally, the subscription includes a small number of advisory hours for personalized CPQ inquiries. Learn more here.  Learn more about CPQ. Every day!

In this episode you hear from Epicor Sr. Product Manager Garret Tornquist. He has been with Epicor since 2021 and has experience in the Medical Device, Ed Tech and manufacturing industry. He lives in Minneapolis, MN. Here he talks about Epicor's CPQ Solution (formerly KBMax), SNAP, their visualization capabilities, CAD integrations, the relationship with Salesforce Revenue Cloud, Analyst Reports, and much more LinkedIn https://www.linkedin.com/in/garret-tornquist-92813161/  email garret.tornquist@epicor.com 

In this episode Frank provides some insights and considerations regarding the CPQ Market and about selecting a CPQ Solution. It provides basic info about Product Configurators (rule -based vs constraint-based solutions), Pricing and Quoting as well as some outlook regarding additional capabilities like AI/ML, visualization and so on.  It also shows some homework that customers have to do to increase the likelihood of a successful project. If you have any follow up questions contact Frank at Frank.Sohn@NovusCPQ.com .  Note: Novus CPQ offers a 2 hour FREE course for interested customers who want to dive a little deeper into some of the topics that Frank mentions here. Send email to info@NovusCPQ.com to learn more about that offer. 

There will always be confusion about the role of MES vs. ERP because of so many different feature sets that are common in both systems. The role of MES is limited to the shop floor, while the ERP is responsible for the enterprise workflows. Also, the MES systems come in many different shapes and sizes, some with very deep capabilities for a specific industry, while others may be technically sound. So where does Epicor advanced MES fits?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Epicor advanced MES' capabilities. We covered several topics, such as how Epicor advanced MES and ERP differ and their role in the enterprise architecture. Finally, we covered different feature types that Epicor is working on to advance its MES capabilities.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 to your favorite podcasting platform.

//COME SAY HI! Instagram: @lifeseasons @nikiwolfewellness Website: www.lifeseasons.com //RESOURCES EpiCor: https://epicorimmune.com/ Quick Start Featuring EpiCor: https://lifeseasons.com/product/clinical-immunity-quick-start/ Sharing Health and Wellness tips to make thriving and longevity a possibility for you; no matter your circumstances! Please be advised that this is not intended as medical advice. Please consult your health care provider for guidance. ++ want to work together?  email  niki.healthcoach@gmail.com

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

Do you know an ERP system that is designed for manufacturing but is not from Infor or Epicor? Do you know an ERP system that may not support as many layers of BOMs that Infor or Epicor systems might be able to support? Do you know an ERP system that might struggle with diverse business models, such as a business that might do both construction and distribution? Do you know an ERP system that has a very similar look and feel to Infor? If you have guessed Aptean Made2Manage, then you are right.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Aptean Made2Manage's capabilities. We covered many grounds including its similarity in look and feel with Infor. Finally, we covered its BOM structure, traceability, costing layers,and technology.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.