Podcasts about ERP

This episode features Anthony Colletta, Healthcare Industry Advisor at Workday. He shares how modern ERP systems help healthcare leaders navigate market volatility, improve data confidence, drive operational efficiency, and build more agile, future-ready organizations.This episode is sponsored by Workday.

The CFO software ecosystem is highly fragmented and ripe for disruption. Sean Jacobsohn, partner at Norwest, has a front-row seat to the action: He's backed 10 companies selling to CFOs, while Norwest has invested in 20. Having identified 300 companies in 15 different categories operating in the space, he joins CJ to share takeaways from his market map of the evolving CFO software stack. They dig into what's driving disruption, how new players are challenging legacy systems, and what it takes for founders to stand out. The conversation spans everything from the staying power of spreadsheets to the debate between building for verticals versus horizontals, the future of FP&A, and how AI agents might reshape the stack. Sean delves into the dynamics of partnerships, outlining five key rules for successful collaborations. Additionally, he talks about his Failure Museum which showcases a collection of items representing failed products and companies, and breaks down what he has identified as the six forces of failure.—LINKS:Sean Jacobsohn on LinkedIn: https://www.linkedin.com/in/seanjacobsohnNorwest: https://www.nvp.comMarket Map: Reimagining the CFO Software Stack: https://www.nvp.com/blog/market-map-reimagining-cfo-software-stackFailure Museum: https://failure.museum/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:CFO of FloQast on Why Finance Teams are Data Curators: The $7 Million Wake-Up Call: Mastering Rebates for Profitability with Enable's Nick Rose: G2 CFO Chad Gold on Building A Durable Career as a Venture Backed Exec: —TIMESTAMPS:(00:00) Preview and Intro(02:04) Sponsor – Rippling Spend | Pulley | Navan(06:08) The Fragmentation of the CFO Tool Ecosystem(07:24) Advice for Founders on Deep Domain Expertise(10:39) Enable: Disrupting an Existing Solution Versus Creating a New Category(12:32) The Prevalence of Spreadsheets in the Current Ecosystem(13:39) Solutions Built for Verticals Versus Horizontals(16:24) Sponsor – NetSuite | Planful | Tabs(20:22) Vertical Software and the Move to the Cloud(22:17) The Likelihood of Consolidation by Incumbents in the Space(24:53) Developments in the FP&A Space(26:55) The Future of AI Agents in Finance(28:05) The Five Key Rules of Partnerships: Partner Fit(29:17) Entering New Markets(30:16) Enablement: The Importance of Training(32:28) Reciprocation(33:49) How Often the Little Guy Approaches the Big Guy in Partnerships(34:51) M&A in Partnerships(37:01) The Best Way To Form a Partnership(37:45) The Inspiration Behind the Failure Museum(39:14) The Six Forces of Failure(40:38) Falling out of Product-Market Fit(41:25 Examples of Failures From the Failure Museum(44:58) How the Failure Museum Informs Sean's Work at Norwest(46:12) The Magic of Pivoting—SPONSORS:Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.#CFOsoftware #marketmap #verticalSaaS #FPandA #FailureMuseum Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

For years, Shala Nicely looked like she had it all together, but in reality? Her mind was consumed with obsessive thoughts and nonstop mental rituals. Because her compulsions weren't visible, no one — not even Shala herself — realized she was suffering from OCD.In this interview, Shala shares how mental compulsions made it easy to hide her struggles but impossible to feel peace. She opens up about the toll of living in secret, how long it took to get a diagnosis, and what finally helped her step out of the cycle and into recovery.If you're stuck in mental loops no one else can see, you're not alone. NOCD therapists specialize in treating mental compulsions with ERP, the most effective therapy for OCD. Book a free 15-minute call at https://learn.nocd.com/YTFollow us on social media:https://www.instagram.com/treatmyocd/https://twitter.com/treatmyocdhttps://www.tiktok.com/@treatmyocd Hosted on Acast. See acast.com/privacy for more information.

When the UK government awarded a £144 million contract to Workday and Cognizant, it wasn't just about technology—it was a masterclass in scale, procurement efficiency, and what it takes to modernize across multiple agencies.In this episode of Untangled, Avero Advisors CEO Abhijit Verekar (AV) breaks down one of the largest ERP initiatives in UK public sector history—what it means for global GovTech, and what U.S. leaders can learn from their approach.AV explores:How the UK leveraged G-Cloud to simplify procurementWhy standardization still requires flexible architectureThe hidden risks of legacy system integrationWhat success really means in a 10-year SaaS contractThe irreplaceable role of change management and user adoptionWhether you're navigating procurement, prepping for go-live, or rethinking your data strategy—this conversation will help you reframe ERP not as a software decision, but as a people-first transformation strategy.

Key Highlights: DocuWare replaces manual, paper-based processes with digital document management and automated workflows, improving efficiency, collaboration, and security. Unlike simple cloud storage, DocuWare uses AI-powered indexing, intelligent document processing, and compliance tools to actively manage documents — not just store them. Approval processes are streamlined with automatic routing, digital signatures, instant notifications, and full audit trails. It's widely used in industries like healthcare, finance, manufacturing, and transportation, reducing operational bottlenecks and cutting down on labor costs. DocuWare integrates with popular platforms like Microsoft Teams, Outlook, SAP, and most ERP systems, offering both cloud and on-premise solutions. Looking ahead, AI-driven automation, better mobile tools, and deeper ERP/CRM integration will shape the future of document management, making processes faster and smarter.

You've finally reached Go-Live after a long, complex ERP implementation, congratulations! But what comes next? While Go-Live might feel like the final destination and end of the project, your ERP journey is far from over. Post Go-Live optimization is crucial to working out the quirks in your system and maximizing on the value your team spent so much time putting in place. Executives must freshly consider the organization's strategy with the new possibilities available to them with more modern software. On this episode of The ERP Advisor, hear from Shawn Windle, EAG's resident ERP expert and advisor to CFOs and financial executives, on developing your roadmap for post go-live optimization to get the most from your ERP. 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

Industrial Talk is onsite at Xcelerate 2025 and talking to Jeremiah Woodford, Chief Revenue Officer at Verusen AI about "MRO powered by AI". Scott MacKenzie introduces the Industrial Talk podcast, highlighting five elements of successful companies: education, collaboration, innovation, culture, and communication. At the Xcelerate 2025 event, hosted by Fluke Reliability, Scott interviews Jeremiah Woodford from Verison AI, a company leveraging AI to optimize industrial maintenance and inventory management. Versen's technology, trained on MRO data, helps companies determine stocking levels and optimize spare parts inventory by integrating with ERP and EAM systems. The AI identifies duplicates, normalizes data, and makes stocking recommendations, improving reliability and uptime. Verison aims to automate processes, reducing the need for manual data entry and increasing efficiency. Action Items [ ] Connect with Jeremiah Woodford on LinkedIn or visit Versen.com to get a demo of the software. [ ] Explore how Versen's AI-powered technology can help optimize MRO inventory and improve maintenance and reliability at your industrial facility. Outline Introduction to Industrial Talk Podcast and Xcelerate 2025 Scott MacKenzie introduces the Industrial Talk podcast, emphasizing its focus on industry professionals and their innovations. Scott thanks listeners for their support and highlights the importance of education, collaboration, innovation, and effective communication in industrial success. Scott mentions the Accelerate 2025 event, hosted by Fluke Reliability, and encourages listeners to connect with them for better reliability, maintenance, and asset management. Scott introduces Jeremiah Woodford, a key figure in the industrial maintenance field, and provides a brief background on his career and company, Verison. Jeremiah Woodford's Background and Career Journey Jeremiah Woodford shares his 20+ years of experience in heavy industrial maintenance, starting in the oil fields of Southeast Texas. He discusses his transition from being a roughneck to an outdoor machinist in refineries and chemical plants, and later earning a computer science degree. Jeremiah explains his involvement in maintenance software and his return to the plant environment. Scott and Jeremiah discuss the evolution of technology and its impact on leveraging solutions effectively in the industrial sector. Introduction to Versen and AI Technology Jeremiah explains the origin and meaning of Versen, which means "truth" in Latin. He describes Verison as an AI company focused on leveraging large language models trained on MRO (Maintenance, Repair, and Overhaul) data. Jeremiah shares his excitement about the technology and how it was developed through a joint venture with Georgia Tech and Stanford. Scott asks Jeremiah to explain MRO, and Jeremiah provides a detailed definition and its relevance to industrial maintenance. Versen's Mission and AI Capabilities Jeremiah outlines Versen's goal of helping industrial companies determine the stocking levels of maintenance spare parts by integrating with ERP and EAM systems. He explains how Versen's AI technology can make sense of large amounts of data, often perceived as bad, and improve inventory management. Jeremiah provides an example of how the AI can normalize data and identify duplicates, optimizing inventory levels across multiple plants. Scott and Jeremiah discuss the challenges of data normalization and the importance...

Ever heard the phrase "chain of pain?" If you're a wholesale distributor, chances are you've experienced it via the cascading agony of outdated workflows or missed sales opportunities. Pierre Barbeau, co-founder and CEO of Moblico, returns to chat with Jason about his company's supercharged mobile technology solution to common pain points, including proprietary innovations such as unified business messaging automation, broadcast engagement strategies, and OrderAssist AI™, Moblico's advanced tool for converting unstructured orders into fast, accurate sales.  CONNECT WITH JASON LinkedIn CONNECT WITH PIERRE LinkedIn Moblico *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals.    This episode was edited by The Creative Impostor Studios Special thanks to our sponsors for this episode: Moblico, helping businesses do more business on mobile devices; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.

Is your CRM slowing down your sales team? In this episode of Titans of the Trades, Ryan Englin reconnects with Adam Honig, CEO of Spiro.ai, to explore why traditional CRMs are broken, especially for industries like construction and manufacturing. They dive into how AI is transforming the sales process by capturing tribal knowledge, reducing manual data entry, and making your salespeople more productive without sacrificing the human touch.Adam shares the story behind Spiro's creation, inspired by the film Her, and how AI-driven automation is solving real-world problems that construction and manufacturing leaders face every day - from sales team retirements to labor shortages and lack of customer data transparency.If you're in construction, manufacturing, or any blue collar industry that relies on people and relationships to close deals, this is a must-listen.Episode Takeaways:[01:38] Adam introduces Spiro.ai and why it's not your typical CRM.[03:53] How AI helps automate the parts of sales everyone hates, like data entry and follow-ups.[06:00] A generational shift: younger leaders are driving AI adoption in manufacturing.[07:58] The tribal knowledge crisis - how AI can capture what your retiring sales team knows.[09:32] Spiro as the Iron Man suit for your sales team.[11:31] How Spiro pulls from emails, meetings, and ERP data to surface smart recommendations.[13:02] Balancing automation with the human touch in relationship-driven industries.[17:09] The future of AI in business communication: Think Star Trek, not spreadsheets.[20:27] How AI might collaborate across companies to solve problems more proactively.[22:48] Where to connect with Adam and explore Spiro's anti-CRM platform.Connect With Adam:Website: https://spiro.ai/LinkedIn: https://www.linkedin.com/in/adamhonig/ Support Titans of the Trades: If you found this episode insightful, please subscribe, share, and leave a review for Titans of the Trades. Your support goes a long way in helping us bring more impactful discussions your way.

This episode explores how technology and business truly come together to drive meaningful change, focusing on the shift from on-premise to cloud ERP. You'll hear how companies are breaking free from outdated systems, overcoming technical debt, and embracing more agile, modular approaches to stay ahead in a fast-changing world. The conversation unpacks common myths about security and customization, explains why cloud ERP offers greater trust and flexibility, and highlights the priorities today's CIOs are setting to future-proof their organizations. With insights on continuous innovation, compliance, and keeping your business unique, this discussion will leave you rethinking what's possible for the future of work.

Procurement doesn't need a rebrand. It needs structure, speed, and people who take ownership.In this episode, host Mike Jansen sits down with Demetrios Kappos, Management Consultant and former VP Global Procurement at EagleBurgmann, to explore how to shift procurement from a reactive service provider to a structured value driver.Demetrios speaks plainly about what works—and what doesn't. For him, transformation begins by separating operational efficiency from strategic effectiveness. It's about knowing where buyers truly add value, making bold organisational decisions, and empowering teams to drive change—not wait for it.From practical insights on ERP harmonisation and applying AI as a tool, to clear-headed reflections on leadership, resilience, and volatility, this conversation is as grounded as it is actionable.You'll learn:1. Why splitting operational and strategic roles creates real value2. How to empower teams to lead transformation from within3. The right (and wrong) ways to apply AI in procurement4. What building resilience looks like beyond buzzwords5. How to future-proof procurement with a data- and mission-driven mindset___________Get in touch with Demetrios Kappos on LinkedIn: https://www.linkedin.com/in/demetrios-kappos-94aa94147/___________About the host Mike Jansen:Mike Jansen is an Associate Partner at H&Z Management Consulting with over a decade of experience enhancing the value that procurement delivers to organisations. Driven by a passion for tackling challenges, Mike thrives on competition—whether with others or himself. Outside of work, Mike enjoys quality time with his wife and children.Get in touch with Mike Jansen on LinkedIn: https://www.linkedin.com/in/jansen-mike/

About this Episode Ever feel like you and your partner are speaking different languages when it comes to what truly matters? Maybe that seemingly minor argument about weekend plans or household chores is actually a sign of deeper, hidden misalignments. In many relationships, conflicts arise not just because of surface-level disagreements, but also because we haven't taken the time—or found the right language—to name and share our genuine priorities. In this episode, you'll discover practical tools and insightful strategies to help couples identify, understand, and communicate their individual and shared priorities. By exploring the difference between values and priorities, introducing a simple method to measure alignment, and breaking down actionable steps for regular check-ins, this conversation is packed with guidance for strengthening your partnership. Whether you're seeking more harmony in daily life or aiming for lasting intimacy, this episode provides a roadmap for aligning on what matters most, together. Nick Brancato is a seasoned personal development coach and educator with over 25 years of experience helping individuals and couples connect, communicate, and thrive. With a master's degree in education and a background as a Microsoft systems engineer, Nick blends practical tools with data-driven frameworks to guide clients through life's challenges, including career shifts, financial pressures, and personal growth. Nick's holistic process incorporates meditation, guided visualization, and hypnotherapy, emphasizing both emotional insight and actionable steps. By fostering deeper connections and mental clarity, Nick empowers couples to transform tension into trust and misalignment into mutual success, creating lasting, meaningful change in their relationships. Check out the transcript of this episode on Dr. Jessica Higgin's website. Episode Highlights  03:09 Nick Brancato's journey to relationship coaching and the origins of "Prioritize Us". 06:50 The power of priority alignment and differentiating priorities from values. 10:35 Navigating conflict by understanding differences and looking beyond surface issues. 13:52 Practical tools for identifying, ranking, and comparing priorities in relationships. 17:14 How to use the Total Difference Score (TDS) and the ten core life priorities. 21:01 The importance of individual assessment before sharing priorities with your partner. 27:45 Shifting priorities together and supporting each other's growth and change. 35:57 Fostering positive daily connection through small, medium, and large relationship check-ins. 39:01 Overcoming overwhelm with decision-making, clarity, and relationship scorekeeping. 43:08 The Swiss Cheese principle. 47:47 Key takeaways and available resources for couples. Mentioned Prioritize Us (*Amazon Affiliate link) (book) ERP 243: How To Skillfully Engage In A Conversation To Overcome Conflict In Relationships – An Interview With Kenneth Cloke Relationship Map To Happy, Lasting Love Connect with Nick Brancato Websites: nickbrancato.com Instagram: instagram.com/personaldevcoach Connect with Dr. Jessica Higgins Facebook: facebook.com/EmpoweredRelationship  Instagram: instagram.com/drjessicahiggins  Podcast: drjessicahiggins.com/podcasts/ Pinterest: pinterest.com/EmpowerRelation  LinkedIn: linkedin.com/in/drjessicahiggins  Twitter: @DrJessHiggins  Website: drjessicahiggins.com   Email: jessica@drjessicahiggins.com If you have a topic you would like it to be discussed, please contact us by clicking on the “Ask Dr. Jessica Higgins” button here.  Thank you so much for your interest in improving your relationship.  Also, I would so appreciate your honest rating and review. Please leave a review by clicking here.  Thank you!   *With Amazon Affiliate Links, I may earn a few cents from Amazon, if you purchase the book from this link.

Living with OCD isn't just about managing anxiety—it's about reclaiming your life through your values. In this powerful episode of the OCD Whisperer Podcast, host Kristina Orlova welcomes OCD therapist Lennon Jones, founder of Golden Hour OCD and Anxiety, to explore how personal values bring clarity, purpose, and resilience to Exposure and Response Prevention (ERP) therapy.   ERP, first line treatment for OCD treatment, can often feel grueling, especially when it's reduced to simply "sitting with anxiety." Lennon shares why this approach can feel torturous without an internal compass—and how integrating Acceptance and Commitment Therapy (ACT) shifts the focus from fear to meaning. Together, Kristina and Lennon unpack how clarifying your values (like connection, creativity, or service) can turn exposures from hollow tasks into empowering acts of self-trust.   They dive into psychological flexibility, the antidote to OCD's rigid thinking, and offer real-life examples of how values-based actions—even small ones—can help you live with purpose, despite intrusive thoughts. Whether you're just starting treatment or navigating setbacks, this episode offers hope, compassion, and actionable guidance for building a life driven by what matters most.   Tune in to learn how to stop living for certainty—and start living for your values. The 3 things you'll learn in  today's episode: What makes OCD treatment feel torturous—and how a simple mindset shift can change everything The surprising mistake many people make with exposure therapy (and what to do instead). Why saying “maybe I am a terrible person” might actually be the path to healing. In This Episode   [00:00:01] Introduction and guest welcome   [00:01:10] The importance of values in ERP   [00:03:57] Meaning behind exposures   [00:05:48] Blending ERP and ACT: Facing daunting thoughts   [00:09:25] Building a solid values base   [00:10:13] Evolution of ERP and incorporating values   [00:11:45] Values in relationship OCD   [00:12:33] Values are not perfection   [00:14:19] Introducing psychological flexibility   [00:15:13] CBT, ERP, and psychological flexibility   [00:18:33] Recognizing rigidity and all-or-nothing thinking   [00:20:17] Practical values-based tool   [00:24:05] Exposure to your true self   [00:25:41] Autonomy and making choices   [00:26:44] Trusting yourself and closing thoughts   [00:27:03] How to find Lennon    Notable Quotes   [02:15] "Exposure therapy should not be torture. And if it doesn't have those values, beliefs, that trust in yourself behind it, a lot of times it can be torturous for people." —Lennon   [23:59] "Sometimes the exposure we're trying to do is exposing yourself to who you really are.." — Lennon   [11:48] "If I'm having a relationship-based OCD and not sure about my partner, but I know connection is a value for me, then yeah, maybe I'm going to go and spend time with my partner even though I'm feeling anxious and uncomfortable."— Kristina   [12:47] "A value per se is not measurable. Like you can't reach a certain level of perfection in the value." — Lennon   [13:59] "Psychological flexibility... is the goal of exposure therapy. We want to be more flexible in these situations. We want to just enjoy our lives." — Lennon   [21:58] "I'm open about my OCD. There's still a certain way I thought, and next thing you know, you're right back in this anxious state that just feels horrendous.'." — Kristina   [23:12] "Even in an area where your senses can't detect anything, the reasonable, rational way to live is to do that functional certainty thing and just to assume you're okay." — Mike Parker Our Guest   Lennon Jones is a licensed OCD and anxiety therapist based in Southern Utah and the founder of Golden Hour OCD and Anxiety, a digital platform offering support and education for those navigating OCD recovery. She specializes in Exposure and Response Prevention (ERP) and Acceptance and Commitment Therapy (ACT), helping clients move from fear-driven behavior to values-based living. Lennon is also involved in global mental health efforts, providing free therapy to Ukrainian refugees. Her approach is grounded in compassion, psychological flexibility, and helping clients reconnect with who they are beyond OCD. Resources & Links   Kristina Orlova, LMFT Instagram  YouTube  OCD CBT Journal Tracker and Planner  Website   Lennon Jones Website  Facebook Instagram YouTube   Mentioned Cognitive Therapy for OCD I-CBT Training Online Sneaky Rituals with Jenna Overbaugh  ICBT with Kristina Orlova and Christina Ennabe   Please note, while our host is a licensed marriage and family therapist specializing in OCD and anxiety disorders in the state of California, this podcast is for educational purposes only and should not be considered a substitute for therapy.   Stay tuned for weekly episodes filled with valuable insights and tips for managing OCD and anxiety. And remember, keep going in the meantime. See you in the next episode!

Pricing isn't just a number—it's an experience. Inspired by The Future of Commerce article on AI-powered pricing, this episode breaks down how artificial intelligence is redefining how businesses manage pricing in both B2C and B2B environments.We explore the shift from static price lists to dynamic, customer-aware pricing models—powered by AI, machine learning, and micro-segmentation. Discover how predictive pricing, demand forecasting, and real-time optimization are driving better buying journeys, more accurate forecasts, and measurable bottom-line results. Plus, we look at what it takes to get there: from modernizing your data infrastructure to reimagining pricing as a strategic lever, not a back-office function.What You'll Learn in This Episode:1. From Static Pricing to Dynamic PersonalizationWhy traditional price lists are giving way to AI-powered, individualized pricingHow micro-segmentation helps tailor offers based on behavior, urgency, and value perceptionThe shift from “one price fits all” to adaptive pricing across channels2. AI-Driven Insights for Better Margins and Demand ForecastingUsing predictive models to anticipate customer behavior and market shiftsHow AI enables smarter promotions, quote generation, and inventory pricingWhy AI helps protect margins—especially during downturns—without eroding loyalty3. The Power of Explainable, Transparent PricingBuilding customer trust through embedded pricing logic and value transparencyWhy B2B success depends on surfacing justification—not just numbers—in pricing toolsHow omnichannel platforms are integrating AI pricing intelligence into CPQ, ERP, and e-commerce workflows4. What It Takes to Make AI Pricing WorkThe operational shift: from siloed pricing to cross-functional collaborationThe cultural shift: pricing as a strategic function, not a reactive oneThe technology shift: investing in clean data, scalable platforms, and continuous learning loopsKey Takeaways:AI transforms pricing into a real-time, context-aware experience across channelsMicro-segmentation delivers pricing precision that reflects customer value, not just costPredictive models help organizations anticipate demand, optimize margins, and personalize offersTrust and transparency are essential—especially in B2B environments with negotiated pricingIntelligent pricing is a core growth lever for the future of omnichannel commerceSubscribe to our podcast for expert insights on AI, digital commerce, and omnichannel strategy. Visit The Future of Commerce for the latest thinking on intelligent pricing and customer experience innovation. Share this episode with pricing teams, sales leaders, and digital transformation champions looking to turn pricing into a competitive advantage.

I'm thrilled to share some incredible insights from our latest podcast episode featuring the one and only Scott Brown, managing partner of Velora Capital. Scott's journey is nothing short of inspiring, and I can't wait for you to dive into our conversation. Here's a sneak peek of what you can expect:

In this follow-up to our discussion on the business case for Business Data Cloud, expert Shawn Brown returns for a focused deep dive into one of the most critical topics for established SAP customers. If your organization has a significant investment in SAP Business Warehouse (BW) or Business Planning and Consolidation (BPC), this episode is essential listening. Shawn provides a strategic roadmap for migration, explaining how BDC offers a "glide slope" to modernize your landscape by turning existing artifacts into valuable data products, rather than forcing a disruptive break from your past investments. Tune in to understand the clear path forward for your on-premise solutions and learn how to leverage BDC to protect what you've built while accelerating your future in data and analytics. With over two decades of experience in SAP solutions, Shawn Brown currently serves as Senior Director for SAP's Center of Excellence. Known for expertly identifying customer needs, Mr. Brown excels in presenting tailored solutions involving Business Technology Platform, Business Data Cloud, S4HANA, and Business AI. A proven leader in demand generation and partner relationship management, Mr. Brown has successfully driven initiatives that enhance customer experience and streamline cloud solution adoption. Renowned as a thought leader and strategist, Mr. Brown frequently shares insights with CIOs and business influencers, fostering strong, trust-based relationships across multiple industries.   Connect with Us: LinkedIn: Shawn Brown Mustansir Saifuddin Innovative Solution Partners : Twitter:  @Mmsaifuddin YouTube or learn more about our sponsor Innovative Solution Partners to schedule a free consultation.    Episode Transcript [00:00:00] Mustansir Saifuddin: Welcome to Tech Driven Business, brought to you by Innovative Solution Partners. I'm honored to have Sean Brown of SAP rejoin me to a deeper dive into what SAP Business Data Cloud means for existing business warehouse customers. If you're running BW or BPC and weighing your options, this episode is for you. [00:00:28] Welcome [00:00:32] back to Tech-Driven Business. Shawn, how are you? [00:00:36] Shawn Brown: I am doing well. Thanks for having me back. Happy to be here. [00:00:40] Mustansir Saifuddin: It's great to have you back. I'm really excited to have you back on our show, especially when we started the first session. It was more summary level talking about business data cloud in general. What I would like to do is to bring it a notch down and talk about some of the benefits. [00:00:58] that BDC will bring to SAP BW customers. I see a lot of questions or thoughts about what it will do for those customers having business warehouse. So I'd like to dig deeper into this conversation. How does that sound? [00:01:14] Shawn Brown: That sounds great. [00:01:16] Mustansir Saifuddin: Awesome. Awesome. [00:01:17] Okay, so let's get into it. Right? Let's start with this. I mean, how does BDC simplify the data landscape for BW users? Let's start with that. [00:01:29] Shawn Brown: Yeah, so I think the big question is first, how is a customer using BW? This gets into whether they're using it for the purposes of. An analytical tool. They've built reports against, they've BEx reports. They, they're using older technologies like Business Objects. They're moving forward to actually even using even some third party, or they're using SAC or are they using it for the purposes of extracting the data from the source systems at SAP ERP, ECC [00:02:04] And even if they're already on S/4 and then using it as, Hey, I've extracted this data from SAP, now I'm looking for a way to use this data. And if it's acting as a bit more of a pass through then they have to kind of figure out what are they gonna do to get to that data after they're [00:02:24] thinking of what are they gonna do with BW now, if they're thinking about BW in a BW 4HANA perspective, they're probably looking at it as a long-term solution because they've got until 2040 before they have to really get off of BW. If, if they're using it in, let's say BW 7.5, they've got a little bit more time. [00:02:44] But the question is, are you gonna upgrade or, you know, what's the longer term plan with it? In those cases, I think really the big question for those customers is if I am looking to try to move to the more advanced capabilities that we have to access data within SAP. Then you're, you're clearly going to be in a position of trying to explore Business Data Cloud. [00:03:08] Now, the ability to take your environment that is on-prem, likely today in BW and then move it into BDC it, it moves in as a private cloud instance within BDC. This allows you to basically turn off everything that you're doing. On the on-prem BW and turn it into a software as a service that I think is going to open up a lot of opportunity for organizations that, you know, they may have invested very heavily in BW. If they're on BW4, they're looking at some maintenance costs. If they're before that, they're not so worried about it, but they are still dealing with potentially HANA costs. To be able to take all of that investment that they may have made and move it into BDC changes in many respects, the, the [00:04:00] path to do this 'cause [00:04:02] now it's not I have to pay for something in perpetuity or maintain something in perpetuity. I have a path to make it easier to move those assets into BDC. This is where the data product generator in BW in BDC is a big game changer because data products are gonna be the way that we're going to be delivering SAP artifacts in in the future. [00:04:27] To be able to take those BW artifacts and turn them into data products, and then develop all of your own insights on those artifacts, on those new BW data products that you've generated. This is gonna create a, a really great opportunity for a lot of those organizations that have been trying to figure out what their path forward looks like. [00:04:51] Maybe one last thing I'll say on this is, for those organizations that are maybe thinking of decommissioning BW altogether and moving towards some third party capability, I guess my only caution would be that's gonna be an expensive proposition, both in the short term and in the long term. [00:05:09] Most organizations are looking for self-service analytics. And while you can spend a lot of time and energy curating all of that data from all of the systems across your organization at SAP with SAP data, we're already doing that for you. You're basically duplicating the effort that we're going to provide out of the box. [00:05:32] This is one way you can kind of say, what do I do with BW? Well, I wanna move away from it, but if I wanna move away from it, I have a way to do it and still be able to take advantage of a lot of those curated data products that will be delivered from SAP, from all of those, we'll call it ERP based needs. [00:05:49] . [00:05:49] Mustansir Saifuddin: That's a good point you made. Let's circle back on this last point you mentioned later in our conversation. One thing that I, I take away from this is depending on your BW version you have options available to you. And eventually the idea is how to reuse some of these investments you've done over the past few years that customers have been using BW, BW4HANA, and not lose all that investment. [00:06:17] Shawn Brown: Mm-hmm. [00:06:18] Mustansir Saifuddin: Going to the private cloud and having those BW artifacts turn into the data products we know we talked about in BDC, and make sure that you are still able to utilize that. That's a big win for customers. [00:06:32] Shawn Brown: Absolutely. [00:06:33] Mustansir Saifuddin: Let's talk about customers who are running a little bit more complex BW. You know, when you have BW and you also have BPC, either it's used for planning or forecasting or consolidation. What are some of the considerations when it comes to their future planning and consolidation platform? Can you delve into that and kind of show the path, like what it's gonna look like? [00:06:58] Shawn Brown: Yeah, so, so most BPC customers already kind of know that there is the consolidation piece is the big question mark in many regards, and it really depends on how much they are leveraging, consolidations, how complex they are. The planning piece is something that we, we look at from a standpoint of, yes. [00:07:19] Okay. We're, we're really looking for SAC planning to take over those responsibilities. But then the consolidation piece is something that is going to find its way into S/4HANA. When we're talking about this combined environment, BW and BPC, what I see mostly with customers is that BW is has a larger role than just BPC, but it can just be BPC. [00:07:45] The benefit of BDC of Business Data Cloud is that we're now able to go ahead and take those BPC environments into Business Data Cloud and turn them into a private cloud setting. This gives [00:08:00] a little bit more time. This is something that SAP's really trying to work pretty hard on this year, is taking customers that are a BPC customer, move them into BDC as part of a private cloud deployment. [00:08:14] And then that allows time to transition to SAC planning and then take advantage of S4 for those consolidations. Now there's a lot of organizations, you know, partners that have been working on this as well to try to figure out how do I deal with some of those consolidations in SAC planning. [00:08:34] And in some cases that works really, again, gets back to how complex your consolidations are. That's something that has to be considered as organizations try to figure out what am I gonna do with my BPC environment? How am I going to modernize it? If it's working fine, this is one that I always try to focus on with customers is, I'm not interested in trying to fix something that isn't broken. [00:08:55] If it's working fine for you and feel like you can have some more time to actually make a transition take advantage of some of those new tool sets and learn what those new tool sets have to offer that the previous tool sets did not have to offer. That's the other part, right? Things may be working fine, but it also means that you may not be taking advantage of new technology, new capabilities that are going to improve your planning and consolidation efforts. [00:09:22] Mustansir Saifuddin: I think that's an interesting comment you made about how going to private cloud eases the burden from a customer perspective. If you're a BPC shop and you are running BW you don't have to wrap everything up and start over. It's almost like there's a path for you and you can still utilize older technology or the existing technology, and then look at ways of modernizing. [00:09:47] Either choose the planning solution or look at other consolidation solutions like group reporting, as you mentioned in S4. [00:09:55] Shawn Brown: Right, right. [00:09:56] Mustansir Saifuddin: it seems like there's time that they can buy. Can be utilized for, for adapting to the new tool as well as learning what else you can offer besides what I'm currently doing in BPC. [00:10:11] Shawn Brown: Right. [00:10:11] Mustansir Saifuddin: Though it's not broken. There are ways to analyze and then make the decision. I think that's a big win. I see that as a good consideration from SAP perspective. There are always folks who are thinking, there will be challenges any time you look at a new solution. What is your advice, like, what are some of the key considerations potential challenges that BW customers should be aware of when they're planning a move to Business Data Cloud? Something that comes to your mind that you can share as a caution or something that they should be thinking of or taking care of. [00:10:47] Shawn Brown: Yeah, the first thing, it sounds obvious, but your BW is going to be in the cloud, right? So one thing that you might think about is the type of maintenance that you've had to do to take care of that environment, to have the personnel that will oversee that environment .That changes quite a bit with the support of SAP when it's in a private cloud environment. [00:11:10] That's one of the things out of the gate you can look at and you say, all right, there's some benefits that I'm getting, as a result of moving into private cloud. I'm gonna have SAP overlooking this environment with me. This is the other thing to consider too, is that private cloud is from an SAP perspective, private cloud is a stepping stone. It is to get you to a public cloud environment where really you don't have to do much of anything to maintain your environment, at least not from an infrastructure or from a upgrades. We're doing all of that for you and we're taking away the risk factor of those elements where your organization has to care for that. [00:11:52] Moving it to private cloud is saying, all right, now SAP takes on some of those responsibilities. And then longer term you're [00:12:00] seeing that Business Data Cloud is a software as a service. So we're going to be taking away even more of those administrative type of responsibilities. [00:12:10] Those keep the lights on type of responsibilities that a lot of organizations have had to bear in the past. And then the last part is we're going to help you get to the point where you can take advantage of new advancements in technology faster. Because frankly, once you kind of move into the space of a public cloud scenario, as you've transitioned from private into public over time, then essentially you're having the advantage of using those new advancements as we release them [00:12:44] rather than this staggered effect. Now that's gonna require some understanding that the way we did things in the past and the amount of customizations that we might have done and the amount of wrangling of data that we did in the past, those things we may not need to do as much of in the future. [00:13:01] And we have a framework upon which it'll make it easier for you to, let's say, add data elements to the standard SAP data elements that you have or make customizations that are a combination of data elements, that'll be a lot easier to manage over time because the foundational components, the building blocks upon which you will use are already there from SAP's point of view. [00:13:29] So as we introduce new enhancements, new improvements to those building blocks, those customers get to take advantage of them immediately. [00:13:40] Mustansir Saifuddin: So, we always look for success stories or examples. Can you share any examples success stories of companies that have either started the migration from BW into Business Data Cloud or, already done through the migration and, and some of the benefits that they have realized or come across? [00:13:58] Shawn Brown: Yeah, I. [00:13:59] Mustansir Saifuddin: That'll be great to hear your thoughts. [00:14:00] Shawn Brown: I would say that the customers that I've talked to, and I'd love to be able to use names, but they're particular about that at this point, but the customers that I've spoken to that we have had some success with already are doing exactly what we're talking about. [00:14:13] They're taking their BW environment, they're moving it directly into Business Data Cloud. It's a PC environment, and. They're already on this journey of taking those artifacts and saying, how do I make use of them in Business Data Cloud? How do I turn those BW artifacts into data products that can sit at the foundation layer of BDC? [00:14:34] And then how do I then start building the models within Datasphere to make them available for any sort of reports that they want to go ahead and leverage at that point. A lot of this is taking advantage of the type of visualizations that they may have already built, let's say, for example, with SAC and using them as part of the Business Data Cloud construct. [00:14:58] So we're early days on some of this, so customers are very early on on this, but the goal or the vision based on some of the engagements we've had so far is playing out exactly as we've talked about today and in the past as well. So that's, that's why I can give you on that. [00:15:15] Mustansir Saifuddin: That's helpful. When we talk about BW customers, let's focus from that perspective: you are using the Business Data Cloud's major offering, which is, Hey, how can I have a data product? [00:15:27] Right? The data product approach is what's going to help them reuse those investments in a newer environment, in a way that they can further grow instead of being stagnant with the, the old technology. So that's where I see the value. [00:15:44] Shawn Brown: I'm gonna add something to that one too, Mustansir, because, you know, the the thing that we think about as these investments that we have in BW they're investments that organizations don't want to let go of initially. But over time, [00:16:00] we should see that ultimately these investments, these developments that they've done with BW, for example, and what they've extracted from the ERP, whether it's ECC or S4, what they've extracted is essentially they're a collection of data products that over time SAP is going to provide [00:16:24] out of the box anyway, so there's gonna be time that you're going to say, all right, I've developed these data products from these Business Warehouse artifacts. But as SAP continues to release new data products for all of our business applications, they're largely going to replace much of what the BW artifacts are, which of what the BW data products are. [00:16:51] I like to think about this for customers as this is your transition. This is the easy glide slope to move from i'm flying along with BW and all of what invested I've done, but I've gotta land somewhere and I've gotta find a way to easily transition into the newest, latest and greatest capabilities that SAP re releases as part of Business Data Cloud. [00:17:17] Those will be those new data products that will feed those insight apps. We're largely going to be taking a lot of those investments that customers have made over time and said, you can replace them over time. And the beauty of that as well is you don't have to worry about maintaining them as well. [00:17:37] SAP maintains them and, and of course. We can include any sort of custom fields that you've added all of those elements into those data products so they're not static, but they are something that largely the bulk of the work is something that SAP is going to cover for you over the extended period of time. [00:18:00] Mustansir Saifuddin: Absolutely. I think the idea is. Once they get into BDC once they get into private cloud, they can immediately start utilizing the AI capabilities and some of the newer needs of the organization, which was earlier not possible with BW. [00:18:16] Shawn Brown: Yeah, absolutely. Yeah. [00:18:18] Mustansir Saifuddin: Let's talk about other options, other cloud data warehouses. [00:18:24] We kind of touched upon it earlier , SAP customers who have already started a journey with some of the other data warehouses, like Snowflake, Azure , in some cases GCP, those other platforms what benefits will they get by adopting BDC? Can you shed some light on that? [00:18:44] Because they're already on a journey, right? Like you mentioned earlier, I just wanted to bring it back to that conversation because important for those customers to realize what will be there for them if they want to look at BDC as the potential option? [00:18:59] Shawn Brown: Yeah. Let's use a couple of scenarios here in this case, right? Scenario number one. I'm on ECC and I'm moving to S/4HANA. I already have invested a lot in terms of how I access SAP data and then delivered it to a third party repository, we'll call it. Right? Operational data store, data warehouse data lake. [00:19:21] Let's whatever terminology you want to use to, to describe what's happened with acquiring SAP data and then delivering it to some third party, and it could be directly, let's say because the customer had access at the database level, they purchased HANA Enterprise and gave them access to the database level to get to it. [00:19:43] As they move to the cloud, much of that's gonna change. Much of that's gonna go away. Not only is it going to go away just because you're probably going to go from ECC to S4 because that's gonna change too, because the data structure has changed, but also from on-premise to [00:20:00] cloud. So this is the type of scenario that organizations should try to avoid in the future. [00:20:09] How much work do I have to do to get the data from a source system to deliver it to some other need in the organization? That's scenario number one, what's changing as a result of every upgrade, every change to the environment that takes place, whether it's a version change or whether it's on-prem to cloud. [00:20:29] All of those things or whether it's one other additional one, which we've talked quite a bit about here, which is what if BW is involved? What if I'm using BW as the extraction point to get to the SAP data, even if I am and I'm making a change, let's say from ECC to S4, BW is gonna change. [00:20:47] Much of that has to be reevaluated. So when you think about how I'm acquiring SAP data, the best way to look at it is if I can get the data curated for my needs out of the box, and I don't have to do anything to make that happen, or I have to do a minimal amount of effort because I'm just making the adjustments for [00:21:10] the custom fields I might have, the customizations I may have included. Those are things that we can include as most of the work has been done. SAP has provided most of the curated data. Now, then this gets into a question of what question am I asking and where am I getting the bulk of the data from? And I think we might have touched on the data of gravity topic in the last discussion, but I think it bears [00:21:38] that, we're talking about for just another second more, which is, if I'm asking primarily an SAP question, and I know that the time it takes to deliver SAP data is, is critical, right? 'cause it's, it's tends to be, in many cases the most important data in an organization. Finance data usually is where we can start. [00:22:00] Then we have to ask how important is it to be able to deliver that data as quickly as possible, especially for an SAP data centric question, right? Why take all of the extraction points, put it over into a third party, model it, do everything we have to do with that, and then make it available to the SAP community when SAP is going to be providing [00:22:27] access to that data in a curated format, knowing already what kind of questions the business community's going to ask of that data. Why not just make it available for them to access it through Business Data Cloud? Now, that sounds like a really centric SAP data strategy. We understand that the converse of that is that it's not always going to be the case that, you know, the bulk of the data that's being asked for is SAP. [00:22:51] It could be third party data as well. So. That's where you also ask the question, well, what's the fastest way for me to access the SAP data to deliver it to a not so SAP centric question. You need data elements from SAP, but the question primarily is third party data, and we're just using SAP data to enrich that third party data. [00:23:16] The bulk of the data being in, let's say, whatever third party it is, or an operational data store or a hyperscaler, wherever they've taken that data and placed it, whether they extracted it or they have a tool set, similar to what SAP provides with Business Data Cloud. We're providing the data in a curated format through our data products anyway, this is the best way to access the data from SAP systems. [00:23:42] 'cause again, we know what questions organizations are going to ask, we know what data elements they're going to ask of, and we've already built all the logic into that data package, data product that we can deliver to any third party need. So [00:24:00] this is a scenario where I like to use some people kind of chuckle at first, which is I call this the SAP's data strategy as a snuggle, don't struggle. We're happy to snuggle up to whatever else you're doing in your organization. We're not here to struggle and say you need to do everything through SAP. You don't. What we want you to do is be able to access SAP data in the most efficient manner possible, in most inexpensive manner possible, and to be able to deal with changes to the environment that come with upgrades, [00:24:33] with new advancements in the technology that are bound to happen because we're living in a, a pace of super hyper change, especially with AI. We're, we're in a position to deliver that data for whatever need it is, whether it's an SAP centric or a non SAP centric. But using business data cloud is the fastest way to get to the data. [00:24:56] Already curated, already ready to go for whatever need is. The business may have. [00:25:02] Mustansir Saifuddin: Yeah, I think the bottom line is the speed that you get and the speed is what's going to count in the future. So it seems like the, the BDC answer will be: how do you make that access to the data as quickly as possible in order to get that, you know, get benefit out of that information. [00:25:20] Shawn Brown: For sure, time is. Time is money. [00:25:23] Mustansir Saifuddin: Time is money. [00:25:23] Exactly. So I think that leads me to my last question. What's one key takeaway from this session that you want to leave with our listeners? [00:25:33] Shawn Brown: Yeah. I would say, I'm gonna lean in on something I said earlier, you know, which is SAP's the best at delivering SAP data. Nobody understands the data and the needs of the data better than we do. And the reason for that is because we have 50 years of talking to organizations in different lines of business, in different industries and knowing what it is that they're looking to do with our data structures, right? [00:26:05] It's their data. But the structure upon that data is something that SAP has created, and largely we've evolved what those backend data models look like. We've evolved what the different fields are that we capture because we understand what organizations are trying to do with the data that they're collecting and placing in the SAP systems. [00:26:30] So knowing that, know that when the business comes to the data and analytics teams in the organization and they say, we need a report that says this, they're likely going to leave something out. They're likely not going to include everything that is being asked for, and the data and analytics organization's gonna do their best to deliver what the business is asked for. [00:26:55] Not knowing oftentimes that they're missing things, that relationships that they need to take into account are something that requires real understanding of the backend business application for SAP. What we can do with Business Data Cloud is simplify the world for the data and analytics teams, the IT department. [00:27:22] It's a lot of effort, a lot of work that they have had to do in the past that SAP is taking on for them and then just delivering what it is that the business is going to ask for. Even if the business doesn't know yet that they need another data element, it's already there from SAP from our data products. [00:27:42] It comes back to the same thing that we've said before, which is time is money. The faster we can deliver these data products to our customers, and the customer says, well, the business says this: this has everything that I want except this, except this is just a click, one [00:28:00] click, and you turn it on. [00:28:01] You add one more data element rather than, okay, now I need to go ahead and take a look at where I'm getting the data from, whether I'm actually at the database level or whether I'm actually, you know, do using some best practices and using those core data services that SAP provides. Instead of having to know all of the backend relationships and the things that you might have to pull, on top of what was requested by the business, the data's already curated. [00:28:27] It's already there for you. Now, that's the part that customers have gotta take away from, which is we're delivering speed. Speed gives you that opportunity to consume the data as quickly as possible. And then the, the one other thing I'll say and know you asked for one, but at the, this one goes directly with it, which is you're gonna have visualizations that you're going to need to develop. [00:28:53] Those visualizations are things that we already knew that customers have been asking for over and over and over. We've had a rich history of building business content for our customers, and now it's just a matter of now putting it into a visualization that is software as a service, push a button and it's available. [00:29:14] Start consuming it. It's about speed. Delivering those data products curated quickly and then about delivering, delivering those visualizations. So I think, I think that's, that's really the, the, in a nutshell the big, big elements that customers need to understand about the benefits of Business Data Cloud. [00:29:33] Mustansir Saifuddin: That is great. Thanks. What I'm hearing from you is it's all about how quickly you can make it happen. What are the, the different pieces that you can leverage if you are a BW customer and then not losing those investments at the same time, be able to get up and run much quicker than if you are taking a different path either adopting party solution versus, you know, keep using your current environment but not able to utilize some of the changes that are coming up in the Business Data Cloud. And I think it's just a way of speeding up your journey for AI. [00:30:12] Shawn Brown: Absolutely. [00:30:12] Mustansir Saifuddin: Thank you for the time you spent with us. It's been a pleasure and it's been very informative, so thank you. [00:30:18] Shawn Brown: Great. Thanks, Mustansir. I appreciate the time as well. [00:30:22] Mustansir Saifuddin: Thanks for listening to Tech Driven Business, brought to you by Innovative Solution Partners. Sean shared valuable roadmaps for SAP BW and BPC customers to BDC. Sean's key takeaway with 50 years of experience. SAP understands its own data structures better than anyone. It's about leveraging their expertise to gain speed. [00:30:51] Use BD, C to dramatically accelerate your journey from data to insight and ai. We would love to hear from you. Continue the conversation by connecting with me on LinkedIn or X. Learn more about innovative solution partners and schedule a free consultation by visiting i solution partners.com. Never miss a podcast by subscribing to our YouTube channel. [00:31:16] Information is in the show notes.

En este episodio de After Work con Eduardo Castillo en Capital Radio, se aborda la situación geoeconómica global con Félix López, discutiendo la inestabilidad mundial y el impacto económico de conflictos como el de Irán e Israel. Además, se explora la importancia de la transformación digital en las empresas, destacando el papel crucial del software de gestión empresarial (ERP) en la competitividad actual. Luciano Itamar, cofundador del grupo Portal ERP, comparte insights sobre el ERP Summit y la necesidad de adaptarse a la digitalización y la facturación electrónica. Un programa que combina análisis económico y tecnología empresarial para entender los desafíos actuales.

When the COVID-19 pandemic hit in March 2020, Zoom went from steady growth to hyperscale almost overnight, even generating a backlog of a million tickets. Sarah Riley was a finance leader in the company at the time. She joins CJ to talk about what she learned from the experience and how it impacted her in her current role as CFO of dbt Labs. She also explains the influence of Helmer's Seven Powers framework on her strategic decisions. The discussion covers how Sarah's evolved pricing models, and helped bring product-led and sales-led growth together into a single go-to-market strategy at dbt Labs. She breaks down how she uses big systems thinking to build out a finance org, how to create healthy off-ramps for pilots, and what's actually okay to break when “moving fast and breaking stuff”. She also touches on the current use cases for AI in finance and for turning your team from “doers to reviewers”.—LINKS:Sarah Riley on LinkedIn: https://www.linkedin.com/in/sarahjriley/dbt Labs: https://www.getdbt.com7 Powers: The Foundations of Business Strategy: https://7powers.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Wasted Capital and Where to Find It: The CFO's Guide to Spoilage Levers Leakages: —TIMESTAMPS:(00:00) Preview and Intro(02:18) Sponsor – Pulley | Navan | NetSuite(05:53) Being at Zoom at the Start of the Pandemic(10:14) Challenges Caused by the Influx of Customers(14:06) Takeaways From Sarah's Time at Zoom: M&A and Build Versus Buy(15:49) Sponsor – Planful | Tabs | Rippling Spend(19:38) Taking Advantage of Your High Share Price for M&A(20:56) What dbt Labs Does(24:27) Pricing Evolutions at dbt Labs: Freemium and Open-Source(27:51) Seat-Based, Usage-Based, Hybrid, or Outcome-Based Pricing(30:27) Pros and Cons of a Free Component(32:17) Finance and Sales in dbt's Evolving Go-to-Market Strategy(34:09) The Evolution of dbt Labs' ICP(35:09) The Helmer 7 Powers Framework(40:39) Being a Big Systems Thinker While Building a Finance Org(44:16) Moving and Iterating Quickly: Creating Healthy Off-Ramps for Pilots(46:19) What You Can and Can't Break When “Moving Fast and Breaking Stuff”(47:32) The Current State of AI and Use Cases in Finance(51:20) Long-Ass Lightning Round: Boundary Definition(52:08) Advice to Younger Self(52:56) Finance Software Stack(55:20) Craziest Expense Story—SPONSORS:Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.#hypergrowth #7Powers #FinanceStrategy #bigsystemsthinking #GoToMarketStrategy Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In this episode of Interlinks, I speak with Oleksandr Petryk, CEO of Dinamicka Development, a software company based in Kyiv, Ukraine, that delivers end-to-end IT solutions for international clients, including custom ERP systems for the logistics sector.We discuss Oleksandr's entrepreneurial journey from Microsoft-certified trainer to tech founder, and the strategic thinking behind Dinamicka Development's evolution into a product-driven business. Oleksandr also shares how his team has navigated the extraordinary challenge of running a global business from a country at war—maintaining operations, safeguarding clients, and adapting quickly under pressure.We delve into the impact of AI on software development, the nuances of international business culture, and how a strong internal company culture can drive performance and resilience—even in the toughest times.The main topics we touch on include:Operating a global business from a warzoneCustom ERP and CRM solutions for logisticsTransition from services to product-oriented businessCross-cultural business practices and team trainingPractical use of AI in developmentWhether you're in tech, logistics, or international business, this episode offers practical insights and an inspiring story of innovation and grit under extreme circumstances. YOu can check out Dinamicka Development's services here Dinamicka | Bespoke Software Development Company Hosted on Acast. See acast.com/privacy for more information.

Today on Moment of Zen, we're airing a conversation with economist Noah Smith and Substack CEO Chris Best discussing the evolving media landscape. They dive into whether Twitter's dominance is waning, what features a successor platform would need, and how artificial intelligence is set to transform media as we know it. This conversation originally took place live on Noah's Substack: https://www.noahpinion.blog/ --

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In this episode, Alex Immerman, partner at Andreessen Horowitz, joins CJ to discuss the CFO role and how it's changing in the era of AI. He explains what the components of a company's AI agenda the CFO should own, how and where it should be leveraged in an organization, and why, if you're preparing to go public, AI needs to be mentioned in your S-1. He breaks down how the financial landscape differs greatly between AI-native SaaS companies and traditional B2B SaaS companies in terms of retention curves and gross margins, and how this relates to the ever-important LTV to CAC metric. As someone who has worked with prominent CFOs and interviewed many for a16z's portfolio companies, Alex also describes the qualities of a great CFO, and shares his favorite interview question, before discussing CFOs, CEO, and board dynamics.—LINKS:Alex Immerman on X (@aleximm): https://x.com/aleximmAlex Immerman on a16z: https://a16z.com/author/alex-immermanAlex Immerman on LinkedIn: https://www.linkedin.com/in/immermanAndreessen Horowitz: https://a16z.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:So You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Means: —TIMESTAMPS:(00:00) Preview and Intro(02:19) Sponsor – Navan | NetSuite | Planful(05:52) What Separates Good CFOs From Great Ones(11:56) Questions Alex Asks When Interviewing CFOs for Portfolio Companies(15:17) How CFOs Should Engage With Investors During the Hiring Process(17:22) Sponsor – Tabs | Rippling Spend | Pulley(22:22) What a Great CFO-Investor Relationship Looks Like(24:46) The CFO-CEO-Board Dynamic(28:27) How the Role of a CFO Is Changing in the Era of AI(31:41) AI-Native Company Versus Incumbent for Finance Category Leader(33:49) Components of a Company's AI Agenda That the CFO Should Own(38:39) Why the LTV to CAC Metric Is So Important to Investors(41:13) LTV to CAC by Sector(42:41) The Importance of Gross Margin Adjusting Your CAC Payback(43:21 Retention and Churn Patterns in AI-Native Companies(45:23) Gross Margin in AI-Native Companies Versus Traditional B2B SaaS(50:11) What It Takes To Be a Public Company-Ready CFO Today(53:58) How IPO Expectations for the CFO Have Shifted in the Past Few Years(55:05) Wrap—SPONSORS:Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.#AINativeSaaS #a16z #CFO #LTVtoCAC #AIinSaaS Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Manifesting. Cleanses. The Law of Attraction. Jaclyn Steinmann tried it all, believing that if she could just control her thoughts — keep them positive and “high vibration” — she could finally quiet the chaos in her mind. But the more she chased perfect thinking, the worse her OCD got.In this interview, Jaclyn shares how popular self-help and spiritual practices didn't just fail to help — they fed her OCD. Real change didn't begin until she let go of those ideas and started evidence-based treatment like ERP. This is her journey, and what she's learned through trial, error, and research.If you feel you've tried everything and nothing's worked, you're not alone. Like Jaclyn, many people with OCD don't see real progress until they start evidence-based treatment. At NOCD, our therapists specialize in Exposure and Response Prevention, the gold standard for OCD care. To learn more, book a free 15-minute call at https://learn.nocd.com/YTResources Jaclyn mentioned on the episode:https://www.sciencedirect.com/science/article/abs/pii/S187620182400248Xhttps://michaelshermer.com/sciam-columns/quantum-quackery/https://www.amazon.com/Toxic-Positivity-Keeping-World-Obsessed-ebook/dp/B094VCFSZW?dplnkId=13f82e2f-da33-4ef5-9199-bdc566458a38&nodl=1https://www.tandfonline.com/doi/full/10.1080/09505431.2013.768222?scroll=top&needAccess=true Hosted on Acast. See acast.com/privacy for more information.

What do ERP transformations and flying a plane have in common? More than you'd think.In this unique episode of Untangled, Avero CEO Abhijit Verekar (AV) is joined by Associate Consultant and pilot-in-training Isaac to explore the surprising parallels between aviation and public sector ERP implementation.From pre-flight prep to landing protocols, AV and Isaac walk through the critical phases of digital transformation using the cockpit as a metaphor. They discuss why readiness assessments matter, how to avoid autopilot leadership, what communication clarity really means, and how to handle turbulence—whether in the air or in an ERP project.

Send us a textThe transformation and Phase 0 planning for SAP ECC are pivotal in setting the stage for a smooth transition to a more agile and future-ready ERP environment. This initial phase focuses on a comprehensive assessment of the existing system landscape, uncovering opportunities for business process enhancements, and crafting a clear strategic roadmap for migration or optimization. Crucial activities include evaluating data readiness, securing stakeholder alignment, and implementing robust governance frameworks to mitigate risks and ensure accountability. The challenge lies in establishing a solid foundation for Phase 0 that minimizes operational disruptions, boosts efficiency, and ultimately maximizes the return on the SAP ECC investment—key considerations for any organization embarking on this critical journey. In this episode, Sam Gupta engages in a LinkedIn live session with Sana Asher, Global Vice President, Integrity Resource Management, to discuss transformation and phase 0 planning for SAP ECC.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. 

Connect with Peter https://www.itstoilville.com---In this episode of thinkfuture, host Chris Kalaboukis is joined by Peter Swinn, founder of the AI-first automation consultancy Toilville, to explore the real state of artificial intelligence in the workplace. If you've ever wondered why your chatbot seems helpful in a demo but falls flat in the real world, this is the conversation you need to hear.Peter breaks down how most organizations are misusing AI by trying to automate broken workflows and bad habits instead of fixing the fundamentals first. From robotic process automation (RPA) and machine learning tools to agentic AI and generative models, he shares what actually works—and what's just shiny tech theater. You'll hear about how AI can empower your team, augment human intelligence, and eliminate repetitive tasks if it's integrated thoughtfully.We also discuss:- Why AI should never be your first solution for process automation- How large language models (LLMs) differ from traditional automation tools- Real-world case studies of AI in customer service, ERP systems, and contract negotiation- What's wrong with relying on vendor hype instead of real metrics- How to assess whether a task is right for AI, RPA, or good old-fashioned logic- The future of personal AI agents, digital identity, and private on-device models- AI ethics, data privacy, and why we need more consumer control over our digital footprintsPeter draws on decades of experience in tech—including at Microsoft and Walmart—to explain how AI should assist rather than replace, how proactive automation can change daily life, and what it really means to have your own personal model managing your digital life.Whether you're a startup founder, corporate IT leader, or just AI-curious, this episode is packed with insight on deploying AI at scale, minimizing risk, and getting real ROI from automation and intelligent systems.If you're tired of the hype and want grounded advice on how to actually use AI to improve your business processes, your customer experience, or even your daily routine—don't miss this one.

Send us a textDespite rumors of SaaS's decline, numerous SaaS companies boasting billion-dollar valuations continue to push innovation, particularly in Payroll and Human Capital Management (HCM). Yet, a paradox emerges as some of these firms, after initially delivering advanced HR features, have rolled back functionality, leaving users disappointed. This raises questions about Personio's rapid rise: Is its success simply a reversion to managed services, signaling a return to the basics, or does it reflect a long-standing gap in the European market for comprehensive HR solutions? In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Personio's capabilities. We covered many grounds including where Personio might be a fit in the enterprise architecture and where it might be overused. Finally, they analyze many data points to help understand the core strengths and weaknesses of Personio.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, I answer two great questions from Joy in Maryland. First, we talk about kids who spend most of their session playing with slime. I explain why that kind of repetitive play often falls into the competence theme and why it's important not to jump to conclusions until patterns emerge across sessions. I also highlight how subtle shifts—like reduced time spent with slime or changes in how it's used—can signal important progress. The second question is about when (or if) we refer a child out to other modalities like EMDR or ERP for phobias or trauma. I walk through my thinking on when to refer, how to manage parallel therapies ethically, and why CCPT is effective for both trauma and phobias—without needing specialized toys or supplemental approaches. This episode is all about staying grounded in the model, trusting the child, and letting CCPT do the work it's meant to do. PlayTherapyNow.com is my HUB for everything I do! playtherapynow.com. Sign up for my email newsletter, stay ahead with the latest CCPT CEU courses, personalized coaching opportunities and other opportunities you need to thrive in your CCPT practice. If you click one link in these show notes, this is the one to click! If you would like to ask me questions directly, check out www.ccptcollective.com, where I host two weekly Zoom calls filled with advanced CCPT case studies and session reviews, as well as member Q&A. You can take advantage of the two-week free trial to see if the CCPT Collective is right for you. Ask Me Questions: Call ‪(813) 812-5525‬, or email: brenna@thekidcounselor.com Brenna's CCPT Hub: https://www.playtherapynow.com CCPT Collective (online community exclusively for CCPTs): https://www.ccptcollective.com Podcast HQ: https://www.playtherapypodcast.com APT Approved Play Therapy CE courses: https://childcenteredtraining.com Twitter: @thekidcounselor https://twitter.com/thekidcounselor Facebook: https://facebook.com/playtherapypodcast Common References: Cochran, N., Nordling, W., & Cochran, J. (2010). Child-Centered Play Therapy (1st ed.). Wiley. VanFleet, R., Sywulak, A. E., & Sniscak, C. C. (2010). Child-centered play therapy. Guilford Press. Landreth, G.L. (2023). Play Therapy: The Art of the Relationship (4th ed.). Routledge. Bratton, S. C., Landreth, G. L., Kellam, T., & Blackard, S. R. (2006). Child parent relationship therapy (CPRT) treatment manual: A 10-session filial therapy model for training parents. Routledge/Taylor & Francis Group. Benedict, Helen. Themes in Play Therapy. Used with permission to Heartland Play Therapy Institute.

Send us a textERP systems designed for product-centric industries stand out by offering deep, purpose-built capabilities in critical areas such as bill of materials management, shop floor control, warehouse operations, and vendor collaboration. Unlike service-oriented ERPs, which may offer only basic support for procurement or inventory, these platforms are engineered to manage the complexities of direct procurement and end-to-end supply chain workflows. This specialization makes them indispensable for manufacturers, distributors, and businesses dealing in physical goods, where operational precision and integration are key. The systems featured in this list were chosen specifically for their strength in supporting these intricate, product-focused environments, ensuring they deliver the functionality and scalability required to thrive in demanding industrial contexts.In this episode, our host Sam Gupta discusses the top 10 ERP systems for product-centric industries in 2025. He also discusses several variables that influence the rankings of these ERP systems for product-centric industries. Finally, he shares the pros and cons of each ERP system for product-centric industries.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. 

Once the PO comes in, it's easy to fall into the trap of “just get it done.” But if we don't manage orders with intention and clarity, we're setting ourselves—and our teams—up for chaos. In this episode of the Machine Shop MBA series, we break down what it really takes to run a smooth, efficient production floor. This isn't just about buying software or printing a checklist. It's about building a culture where planning is seen as an act of leadership, not overhead. We share lessons from our own experiences—like rebuilding internal systems from scratch and learning the hard way that quoting means nothing if we can't deliver on time. We explore how order management touches everything: lead times, stress levels, team morale, and profit margins. We talk about what it means to serve internal customers, how to build standards everyone can actually follow, and why checklists might just be the most underrated tool in your shop. If we want to stop firefighting, reduce turnover, and grow a business that lasts, we need to start treating order management like the strategic function it is. Because without a plan, even good shops fall short. Segments (1:39) Stay tuned: Top Shops 2025 registration coming soon! (2:40) Paul's early lessons from Pro CNC (4:59) The role of ERP systems and process discipline—even for small shops (8:18) Why you need a detailed process for making parts (with associated timing) (12:04) Identifying bottlenecks early: the Herbie analogy and long lead-time items (15:19) Planning as leadership: how we reduce chaos and stress for our teams (17:12) What “kind leadership” actually looks like (18:49) The power of checklists for staying on-track (21:25) Grow your top and bottom-line with CLA (23:02) Defining complete and accurate: internal customers and downstream clarity (27:40) Scheduling mistakes: why poor input ruins even the best software (31:06) How we build lead-time buffers and deal with vendor risk (35:37) Letting ERP guide quoting, planning, and scheduling (38:51) Investing time to save time: building in space for continuous improvement (43:30) What great kitting actually looks like—and how it cuts setup time (47:47) Wrapping up Part 1—with a joke, of course (48:47) Why investing in ProShop ERP is investing in your business Resources mentioned on this episode Stay tuned: Top Shops 2025 registration coming soon! The Tech Stack Advantage Profit Starts with the Quote “The Goal” By Eliyahu Goldratt “The Checklist Manifesto” by Atul Gawande The KAIZEN™ methodology ProShop Setup Reduction Guide Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

SummaryIn this engaging episode of Startup Junkies, hosts Daniel Koonce and Harrison Kitson sit down with Gopi Chandran and Shannon Williams from AssistNow, a rapidly growing IT services and consulting firm specializing in Workday, ERP systems, and AI integration. Gopi shares the story of founding AssistNow four years ago, bootstrapping the company from its early days after decades of experience in the ERP space. Shannon, who recently joined the team, discusses the company's core offerings: Workday staffing, consulting services, post-go-live support, and the innovative use of AI through in-house tools like Assistly. The conversation explores how AI is revolutionizing day-to-day support for clients, simplifying tasks and delivering instant answers, and hints at new tools currently in development.The discussion delves into AssistNow's competitive edge. The team emphasizes their cost-effectiveness, commitment to customer satisfaction (including a rare money-back guarantee), and focus on building authentic relationships rather than relying solely on aggressive sales tactics. They also talk about the importance of trustworthiness, personal connection, and adaptability as drivers of their organic growth. Gopi and Shannon share valuable lessons from their entrepreneurial journeys, including the pitfalls of doing business with friends and the importance of reading contracts carefully. Looking ahead, AssistNow is planning strategic global expansion and continued innovation in AI, while maintaining its core values and personalized approach. The episode is an insightful look into what it takes to succeed—and grow—authentically in the tech consulting world!Show Notes(00:00) Introduction(05:46) Creating Reports with Assistly(07:35) Targeting Mid-Market and Recoveries(11:30) Customer Retention Through Proactive Responses(16:02) Expanding Global Office Strategy(18:24) Lessons in Business and Friendship(20:22) Avoiding Desperate Decisions(23:32) Closing ThoughtsLinksDaniel KoonceHarrison KitsonStartup JunkieStartup Junkie YouTubeShannon WilliamsGopi ChandranAssistNow

If you work for a software company, odds are that people make up 80-90% of your business's costs. Today's guest argues that in order to effectively manage a company's greatest asset, the CFO should be heavily involved in shaping the company culture. Bill Tole is the CFO of TrustRadius, a trusted platform where tech buyers find real reviews. He is skilled in creating structures around ambition and breaks down how TrustRadius creates and implements Objectives and Key Results (OKRs). He explains how they differ from KPIs, why they fail, and how to set aggressive but achievable goals. He discusses the Rule of 40 and why it's essential for the rest of the company to understand it. Bill also shares how CFOs can influence culture from a finance perspective and why a lack of failure is a cause for concern.—LINKS:Bill Tole on LinkedIn: https://www.linkedin.com/in/bill-tole-0a99789/TrustRadius: https://www.trustradius.com/15Five: https://www.15five.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.comRELATED EPISODES:Less but Better: Miro's Justin Coulombe on the Power of Strategic Divestment in SaaS: —TIMESTAMPS:(00:00) Preview and Intro(02:15) Sponsor – NetSuite | Planful | Tabs(06:00) TrustRadius's Business Model(09:20) OKRs at TrustRadius and Finance's Role in Them(14:07) Finance's Role in Asking the Stupid Questions(15:58) Sponsor – Rippling Spend | Pulley | Navan(20:10) How To Set Aggressive but Achievable Goals(23:19) The Ideal Number of OKRs(24:21) Leaving Room for Failing or Innovating(25:57) OKR Derivatives at Department Level(27:36) Why OKRs Fail(28:55) Rewriting or Killing Off an OKR Mid-Way(29:51) Where To Track Your OKRs(32:03) Applying the Rule of 40(34:39) Educating the Org on the Rule of 40(37:34) EBITDA Versus Free Cash Flow for Calculating Rule of 40(39:24) The CFO As the Culture Leader(43:21) Using Money To Change the Culture in a Positive Way(45:42) Mistakes CFO's Make When It Comes to Culture(47:06) Long-Ass Lightning Round: Why Failure Is Okay(51:41) Advice to Younger Self(53:44) Finance Software Stack(55:12) The State of SaaS Fragmentation or SaaS Sprawl(57:28) Craziest Expense Story—SPONSORS:NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.#failure #companyculture #OKR #KPI #Ruleof40 Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

In this episode of Talking Industrial Automation, host Lisa Richter sits down with Joe Mazzola, General Manager of McEnery Automation, to unpack his journey from co-op student to company leader. Joe shares how McHenry has grown from a two-person startup to a 30-person team, fueled by long-term customer relationships, CSIA certification, and a culture of engineering excellence. From process automation innovations in brewing and consumer goods to navigating workforce transitions and integrating ERP systems, Joe offers grounded insights on scaling with integrity, embracing flexibility, and building solutions that last. P.S. The Show is always looking for guests! You do need to be part of a company that is a CSIA member with a Gold profile or higher on the CSIA Industrial Exchange but other than that, you are welcome to join this show. Contact Lisa Richter if you are interested. (Linkedin here)

Ever wonder why your projected supply chain savings don't always show up the way you expected on the financial statements? On this episode of Power Supply, we welcome Doug van Houten, Strategic Consultant-Materials at Multiview Financial Software, to break down key finance and accounting concepts that can help supply chain professionals work more effectively with their finance teams. From double-entry accounting and ERP transaction timing to accounts payable procedures that can make or break vendor relationships, Doug shares the key concepts that transformed his effectiveness as a supply chain leader and eliminated costly miscommunications with finance teams. If you're looking to strengthen your finance knowledge or improve collaboration between departments, tune in today to discover how Doug's expert insights can help you bridge the gap between supply chain operations and financial performance! Once you complete the interview, jump on over to the link below to take a short quiz and download your CEC certificate for .5 CECs! – https://www.flexiquiz.com/SC/N/ps14-07 #PowerSupply #Podcast #AHRMM #HealthcareSupplyChain #Finance #Accounting #Leadership

Not sure what to do about your outdated ERP? Your vendor may be pushing you to move to a newer product or a cloud version as your legacy software marches towards end of life. Should you be skeptical of the ease and benefits of moving to your existing vendor's new product? This is one factor to consider. Another factor to consider is how much your business has changed since your original implementation and whether there is a better product that fit your business. If you have manual workarounds and customizations, then it is even more challenging to know what the best path is.You don't have to face this dilemma alone! On this episode of The ERP Advisor, we divulge how the specialists at ERP Advisors Group help our clients answer the age-old question: should I upgrade or replace my ERP?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

Ever find yourself re-checking, redoing, or repeating things until they feel just right — but they never actually do? You're not alone. In this video, Dr. Patrick McGrath breaks down the “just right” subtype of OCD: why it's so exhausting, how it traps you in endless loops, and what it takes to break free.If you're stuck in the cycle of doing things over and over until they feel “just right,” you're not alone — and you don't have to stay trapped there. Our NOCD therapists specialize in treating OCD with ERP, the most effective therapy for breaking these exhausting loops. To get started, book a free 15-minute call at https://learn.nocd.com/YT.Follow us on social media:https://www.instagram.com/treatmyocd/https://twitter.com/treatmyocdhttps://www.tiktok.com/@treatmyocd Hosted on Acast. See acast.com/privacy for more information.

Samo Burja and Erik Torenberg examine how dynastic succession can outperform meritocratic systems. The discussion analyzes successful family-controlled enterprises like the New York Times, Samsung, and Sweden's Wallenberg companies, arguing that hereditary structures can often solve succession problems more effectively than rational selection mechanisms. Make sure to subscribe to Samo Burja's Bismarck Brief and the Live Players podcast to read analyses and briefs like this one: Bismarck Brief: https://brief.bismarckanalysis.com/ Live Players: https://link.chtbl.com/liveplayers --

From Chaos to Clarity: Financial Systems for Small Firm ArchitectsIn this episode, Sam DeBiasi, CPA and founder of ArchiCPA, dives into why financial clarity is essential for small architecture firms. Drawing on his background in tax and ERP consulting for large corporations, Sam shares how he transitioned to working exclusively with architects and what makes their financial needs unique. He explains the most common financial blind spots firms face and how a proactive, technology-driven approach can help architects avoid them.Sam also breaks down why architects need to think like business owners—tracking key metrics, setting up the right systems, and building sustainable growth strategies. With a focus on long-term success, he outlines how ArchiCPA supports firms with everything from cash flow forecasting to tax strategy and profitability planning. His approach combines deep industry knowledge with practical tools to help architects focus more on design and less on spreadsheets.Whether you're a solo practitioner or managing a growing firm, this episode offers actionable tips to elevate your financial game and lead with clarity.This week at EntreArchitect Podcast, From Chaos to Clarity: Financial Systems for Small Firm Architects with Sam DeBiasi.Connect with Sam online at ArchiCPA.com or find him on LinkedIn, Facebook, and Instagram.Please Visit Our Platform SponsorsArcatemy is Arcat's Continuing Education Program. Listen to Arcat's Detailed podcast and earn HSW credits. As a trusted provider, Arcat ensures you earn AIA CE credits while advancing your expertise and career in architecture. Learn more at Arcat.com/continuing-education.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:ArchITAnnual Meeting

Blake and David return from Sage Future 2025 with insights into how AI is reshaping accounting—from eliminating the financial close to real-world use cases. They also cover Elon Musk and Donald Trump's public breakup, the latest in Deel's corporate spying allegations, Deloitte's unapologetically intense work-life balance ad, and a billion-dollar “AI” startup that turned out to be powered by humans.SponsorsOnPay - http://accountingpodcast.promo/onpayKeeper - http://accountingpodcast.promo/keeperTeamUp - http://accountingpodcast.promo/teamup Payhawk - http://accountingpodcast.promo/payhawkChapters(00:00) - Welcome to The Accounting Podcast (01:02) - AI in Accounting: Real-World Examples (05:08) - Sage Intacct Roadmap and AI Innovations (12:02) - AI's Impact on Accounting Jobs (18:33) - AI in Auditing: Tools and Trends (26:54) - Internal Audit and AI Adoption (32:36) - Elon Musk and Donald Trump Fallout (35:43) - Impact of Tariffs and Political Alliances (37:03) - Rippling vs. Deel: Allegations and Legal Battles (40:45) - Deloitte's Work-Life Balance Ad Controversy (43:10) - Accounting Profession's Retention and Salary Issues (46:43) - CPA Title Removal Debate (49:23) - 150-Hour Rule and Master's Degree Debate (52:56) - Trump-Musk Fallout and Its Implications (01:01:07) - Alliant Group and IRS Commissioner Controversy (01:05:14) - AI Startup Fraud Exposed (01:07:08) - Conclusion and Announcements  Show NotesComing soon!Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsREFRAME 2025 - http://accountingpodcast.promo/reframe2025Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

When PagerDuty went public in 2019, it was generating just $100 million in annual revenue which made it relatively small for a SaaS IPO. One of the main motivations for this was that visibility into the company's financials would inspire customer trust. In this episode, CJ speaks with Howard Wilson, PagerDuty's CFO, who shares the unique challenges of going public as a small company, how the landscape has changed since then, and how to approach an IPO when you don't have the experts you need in-house. As a former chief commercial officer, Howard brings unique insights into the role of a CFO. He discusses the importance of building a finance team with customer awareness, how he uses customer usage patterns to challenge traditional SaaS metrics, and how to uncover the unexpected pathways that customers take to reach your business. He also talks about the complexities of the “beat and raise" forecast, how market volatility creates opportunity, and breaks down his framework for mapping out potential investment areas.—LINKS:Howard Wilson on LinkedIn: https://www.linkedin.com/in/howardwilson01/PagerDuty: https://www.pagerduty.com/CJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: http://mostlymetrics.com—TIMESTAMPS:(00:00) Preview and Intro(02:08) Sponsor – Planful | Tabs | Rippling Spend(06:01) Earnings Calls and Being a Public Company CFO(11:14) How the Bar for Going Public Has Changed Since 2019(14:04) How Going Public Affects Customer Trust(15:50) Sponsor – Pulley | Navan | NetSuite(19:34) Approaching the IPO Process Without the Necessary Experts In-House(21:47) Using Advisors To Fill Functional Gaps in Small Companies(24:38) The IPO Tech Stack for Small Companies(25:44) The Complexities of the “Beat and Raise” Forecast(28:33) How Market Volatility Creates Opportunity(34:37) How Experience as a Chief Commercial Officer Makes a Better CFO(38:16) A Framework for Mapping Out Potential Investment Areas(44:08) Customer Awareness in Your Finance Organisation(47:47) Customer Usage Patterns Versus Traditional SaaS Metrics(52:16) The Unexpected Pathways Customers Take To Reach Your Business(57:54) Long-Ass Lightning Round: A Learning Mindset(59:22) Advice to Younger Self: Don't Stay in Your Lane(01:01:24) Finance Software Stack(01:02:57) Craziest Expense Story—SPONSORS:Planful's financial planning software can transform your FP&A function. Built for speed, accuracy, and confidence, you'll be planning your way to success and have time left over to actually put it to work. Find out more at www.planful.com/metrics.Tabs is a platform that brings all of your revenue-facing data and workflows - billing, AR, payments, rev rec, and reporting - onto a single system so you can automate and be more flexible. Find out more at: tabs.inc/metrics.Rippling Spend is a spend management software that gives you complete visibility and automated policy controls across every type of spend, saving you time and money. Get a demo to see how much time your org would save at rippling.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: pulley.com/mostlymetrics.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit navan.com/Runthenumbers for your demo.NetSuite is an AI-powered business management suite, encompassing ERP/Financials, CRM, and ecommerce for more than 41,000 customers. If you're looking for an ERP, head to https://netsuite.com/metrics and get the CFO's Guide to AI and Machine Learning.#goingpublic #SaaSIPO #CustomerTrust #CustomerAwareness #PagerDuty Get full access to Mostly metrics at www.mostlymetrics.com/subscribe

Paige Pradko looked like she had it all together — working a corporate gig in Chicago, high-achieving, and smiling through the stress. However, she was secretly battling relentless anxiety. It all came crashing down during a panic attack that sent her to the ER — the moment everything unraveled, and finally, started to make sense.In this episode of the Get to Know OCD podcast, Paige shares how that crisis led to a diagnosis, a career change, and a mission to help others feel seen and supported. Now a therapist and YouTube creator reaching millions, she opens up about her journey, what real recovery looks like, and why no one should have to suffer in silence.0:00 Intro2:16 Meet Paige6:22 Why Paige began creating content online despite personal hesitation11:01 Hearing from her audience keeps Paige motivated14:08 Somatic awareness OCD explained16:10 Health anxiety OCD explained20:02 Why Paige's videos resonate22:11 Motivating others to face their fears when seeking treatment23:53 The current state of mental healthcare30:41 Paige's big message about mental health33:42 A responsibility to evidence-based information37:11 Paige's mom is an artist37:53 Feel alone? Listen to Paige's advice41:21 OutroIf you've been silently struggling with anxiety or OCD, you're not alone — and you don't have to figure it out by yourself. Our NOCD therapists are specially trained in ERP, the most effective treatment for OCD. To book a free 15-minute call, visit us at https://learn.nocd.com/YTFollow us on social media:https://www.instagram.com/treatmyocd/https://twitter.com/treatmyocdhttps://www.tiktok.com/@treatmyocd Hosted on Acast. See acast.com/privacy for more information.

In this episode of History 102, 'WhatIfAltHist' creator Rudyard Lynch and co-host Austin Padgett explore how Western civilization shifted from a deeply religious, meaning-filled worldview to modern materialism and nihilism over the past 500 years, and discusses why this "death of God" is a global phenomenon affecting everything from birth rates to political movements. --

Digital transformation in ERP is one of the most pressing and misunderstood challenges facing mid-market businesses today. In this episode, we're joined by veteran consultant Tory Bjorklund, CEO of VictoriaFi, to uncover why ERP projects fail, how to avoid common traps, and what leadership must do differently to succeed.If you're a business leader, IT manager, or operations director struggling with ERP implementation, this episode speaks directly to your challenges. Tory draws on 30+ years of experience advising manufacturing and distribution companies to unpack what really drives success in manufacturing digital transformation—and it's not the software.You'll hear how failed projects often stem from poor planning and misplaced ownership, how executive teams can reclaim strategic direction, and why business process improvement must guide every technical decision. Tory also breaks down how MES and WMS systems fit into a broader transformation roadmap, and why IT vs business leadership alignment is mission-critical.We also dive into the emerging role of AI in digital transformation, especially in diagnosing stalled initiatives, monitoring project burndown, and ensuring your data tells the truth. For anyone navigating enterprise software failure rates, Tory's real-world insight provides both the diagnosis and the prescription.Whether you're stuck at 80% completion or planning your first rollout, this episode delivers the clarity, strategy, and leadership wisdom you need to move forward with confidence.Timestamps:0:00 – Intro & Tory Bjorklund's background1:05 – Who VictoriaFi serves: Mid-size companies in manufacturing & distribution2:20 – What ERP, MES, and WMS systems actually mean4:55 – Why so many digital transformation projects fail6:40 – Symptoms of struggling ERP implementations8:45 – Knowing when to pivot vs. when to persist10:10 – How AI tools can identify project failure early12:30 – Adapting digital strategies for a changing business landscape14:45 – The critical role of business leadership vs. IT16:20 – Why software alone is not a strategy18:10 – Metrics that matter: revenue per FTE and real ROI20:00 – How to connect with Tory BjorklundTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Recorded on location in Ft. Worth, Texas, I chatted with Mark Kimber, Chief Revenue Officer at Fintech, spoke to hashtag#NoVacancyNews to uncover how this decades-old alcohol invoicing powerhouse is shaking things up in hospitality. If you manage hotel operations and are drowning in invoices, this conversation might just change the way you work.

Send us a textThe AI-driven enterprise software landscape is undergoing rapid transformation, shaped by diverging stakeholder priorities and the evolving demands of real-world applications. While analysts focused on R&D highlight the potential of cutting-edge innovations, those examining implementation underscore the need for usability and measurable ROI. This contrast mirrors broader market tensions—investors push for rapid scale and profitability, whereas customers prioritize seamless integration into established workflows. The shift from traditional transactional systems to AI- and data-first architectures introduces new harmonization challenges, yet certain vendors are gaining traction by leveraging agent-based designs that enhance automation and decision-making. Sectors like financial services and healthcare are leading adoption, drawn by clear efficiency gains, while others continue to grapple with integration complexities. Crucially, the success of AI in the enterprise hinges on thoughtful design—embedding agents that complement human roles and generate immediate, operational value. In this episode, Sam Gupta engages in a LinkedIn live session with Hyoun Park, CEO, Amalgam Insights, and discusses current market trends in the AI space.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. 

Remember when eCommerce was going to revolutionize B2B sales? Twenty years in, only a handful of channels have capitalized on the initial promise. But distributors aren't to blame for the operational failure, says Justin Johnson, Founder of Motivate. He maintains that the major e-commerce platforms should bear the blame. They failed to grasp that most orders are placed from the job site via mobile, a recurring purchase order, or a list scribbled on a piece of drywall.  Jason spoke with Justin about his company's innovative plug-and-play order processing solution, a PO-to-cart widget that works with the software distributors already own. It can even convert images into orders with incredible accuracy. CONNECT WITH JASON LinkedIn CONNECT WITH JUSTIN LinkedIn Motivate *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals.    This episode was edited by The Creative Impostor Studios  Special thanks to our sponsors for this episode: Connected Peers, providing virtual communities for wholesale distributors; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.

Earmark Media Presents a bonus episode of Earmark Podcast:  What happens when Congress votes to eliminate the watchdog that's overseen public company audits for two decades? In this episode, Blake Oliver sits down with three leading accounting academics—Maureen McNichols from Stanford, Nemit Shroff from MIT, and Daniel Aobdia from Penn State—to examine the research behind the PCAOB's effectiveness and what elimination could mean for audit quality. You'll discover why companies with clean audit inspections can raise capital more easily, how the infamous "40% deficiency rate" actually works, and why these researchers believe dismantling the PCAOB could undermine trust in U.S. capital markets. The conversation reveals the hidden economics of audit oversight and explains why there hasn't been a major public company fraud since Enron and WorldCom.Chapters(00:00) - Welcome to the Show (01:10) - Meet the Experts (02:59) - Discussion on PCAOB's Elimination (08:17) - Research Insights on PCAOB's Effectiveness (20:11) - Deficiency Rates and Audit Quality (24:50) - Economic Impact of Fraud and PCAOB's Role (25:20) - Regulatory Model of the PCAOB (25:59) - Incentive Structure and Audit Quality (26:59) - Inspection Deficiency Rates (28:54) - Restatement Rates vs. Deficiency Rates (30:23) - Auditor-Client Relationship Tensions (31:42) - Documentation Issues in Audits (35:15) - Effectiveness of PCAOB Inspections (37:49) - Impact of PCAOB on Financial Reporting Quality (40:33) - Potential Elimination of the PCAOB (44:00) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Maureen McNicholshttps://www.gsb.stanford.edu/faculty-research/faculty/maureen-mcnicholsNemit Shroffhttps://mitsloan.mit.edu/faculty/directory/nemit-shroffDaniel Aobdiahttps://directory.smeal.psu.edu/dza5396Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

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. 

Mark Davenport discusses his career journey in architecture, from intern to managing partner at SPS+ Architects. He covers the firm's leadership structure, managing transitions, and role fit challenges. The conversation delves into business operations, including EOS integration for efficiency and the firm's evolving focus and expansion. Mark outlines future growth through studio specializations and examines how contract types are impacting the industry. He highlights using culture index for team dynamics, strategic planning, and process automation. Emphasizing growth strategies and technology's role in scaling, the episode concludes with ERP implementation lessons and time management advice.

Send us a textA major trend shaping the Real-Time Transportation Visibility Platform landscape is the significant variation in platform scope and geographic coverage. While some platforms excel in specific transportation modes—such as ocean freight or truckload—they often fall short in delivering comprehensive insights due to limited modal support or regional data constraints, including gaps in carrier partnerships or geopolitical barriers. For shippers or logistics providers with focused, regional operations, these specialized platforms can still deliver strong value. However, global organizations with complex, multi-modal supply chains require broader RTTVPs that offer unified visibility across diverse transportation networks and regions. This balance between deep specialization and holistic comprehensiveness is a key factor in determining platform rankings and suitability in today's logistics environment.In this episode, our host, Sam Gupta, discusses the top 10 real-time transportation visibility platforms in 2025. He also discusses several variables that influence the rankings of these real-time transportation visibility platforms. Finally, he shares the pros and cons of each real-time transportation visibility platform.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.