Podcasts about erps

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. 

Prueba SIIL con el cupón INNOKABI (10% de descuento) para revertir los efectos de la edad en cabello y piel de manera 100% natural aquí 👉 https://getsiil.com/ Recursos sobre emprendimiento, formación, marketing online y lean startup: 📒 Libro "Emprendedor ágil" 👉 https://innokabi.com/el-metodo-emprendedor-agil/ 📒 Libro "30 errores que matarán tu negocio" 👉 https://innokabi.com/libro-30-errores-que-mataran-tu-negocio/ Únete a mi newsletter: 💌 Suscripción Newsletter Innokabi 👉 https://innokabi.com/ ▬▬▬▬ INFO GENERAL ▬▬▬▬▬ ► DESCRIPCIÓN: Me alegro que hayas decidido acompañarnos una semana más en el podcast de Innokabi. Soy Alfonso Prim y quiero ayudarte a lanzar tu marca, producto o servicio con éxito empleando lean startup, herramientas de marketing online y experiencias de otros emprendedores que ya lo han conseguido. ▬▬▬▬▬ CONTENIDO ▬▬▬▬▬ ► DESCRIPCIÓN EPISODIO: En este episodio nos acompaña Iván Lanchazo, fundador de Nómada Producción Gráfica, una imprenta especializada en transformar productos digitales en experiencias físicas para marcas potentes. Iván comparte cómo ha profesionalizado su empresa, la importancia de los procesos, la atención al cliente y cómo ha convertido su negocio en un aliado estratégico para infoproductores y grandes compañías. Hablamos de ventas, estrategia empresarial, errores cometidos y cómo aportar valor real más allá del precio en un sector altamente competitivo como el de la impresión y el merchandising. ► MARCAS DE TIEMPO: 00:45 Cómo empezó Iván en el mundo de la imprenta 02:30 Lecciones de la quiebra de su primera empresa 05:15 De vendedor a emprendedor con visión 08:30 Cómo nace Nómada Producción Gráfica 11:25 Procesos, ERPs y eficiencia real 14:40 Transformar productos digitales en físicos que venden 17:10 Casos reales con infoproductores 20:20 Por qué las marcas buscan personalización 24:30 Merchandising sin ser cutre 27:00 Atención al cliente como ventaja competitiva 30:15 Qué NO hacer en un negocio gráfico 33:10 Cómo encontrar clientes sin ser agresivo 35:45 El valor de la prospección constante 38:25 Networking y eventos bien aprovechados 41:05 Cómo seguir en la mente del cliente ▬▬▬▬ REFERENCIAS Y ENLACES ▬▬▬▬ Dónde encontrar a Iván Lanchazo: ► Web: https://ivanlanchazo.com/ ► Estudio: https://nomadaproducciongrafica.com/ Recomendaciones de Iván: "La vía rápida del millonario" de MJ DeMarco ► https://amzn.to/3HdCX35 Además... Si te gusta el Podcast de Innokabi, no olvides darle al ME GUSTA, dejarme un comentario en tu plataforma de podcasts favorita, y registrarte en la newsletter de Innokabi donde comparto experiencias, ideas de negocio y consejos sobre emprendimiento y marketing online: 🎓 Únete a mi newsletter: 💌 Suscripción Newsletter Innokabi 👉 https://innokabi.com/ Recuerda… Prueba SIIL con el cupón INNOKABI (10% de descuento) para revertir los efectos de la edad en cabello y piel de manera 100% natural aquí 👉 https://getsiil.com/

Como uma empresa nascida em uma garagem enfrentou SAP, Oracle e as maiores potências globais — e venceu? Neste episódio, destrinchamos a jornada da TOTVS, do zero ao topo do mercado de ERPs na América Latina.Spoiler: não teve Venture Capital, teve visão, risco e execução.Com Pedro Waengertner e Pedro Carneiro, exploramos as decisões ousadas, os erros, as estratégias de crescimento (orgânicas e inorgânicas) e como a TOTVS segue se reinventando com IA, fintech e M&As bilionários.

No episódio especial de número 300 do 24Cast, recebemos Miguel Abuhab, fundador da Datasul e da Neogrid, para um bate-papo histórico sobre inovação, software de gestão, indústria, empreendedorismo e reforma tributária. Miguel compartilha sua trajetória visionária, desde a criação de ERPs no Brasil até sua contribuição para a proposta da reforma tributária com o conceito de split de pagamento de impostos, que hoje está presente no texto da reforma em andamento.

Objetivo de la Clase 3: Entender la automatización de tareas administrativas como una herramienta que reduce tiempos y errores, permitiéndote enfocarte en actividades estratégicas. Entender que implementar herramientas como CRMs o ERPs mejora la organización y facilita el control de inventarios, facturación y más. Con procesos optimizados, tu negocio puede operar con mayor eficiencia y responder ágilmente a los cambios del mercado.Tarea de la Clase 3: Haz un listado de tareas administrativas que consumes mucho tiempo. Luego elige una herramienta sencilla para digitalizar una tarea administrativa.Profesor: Bruno Villalobos, cofundador de de VilboplannerObjetivo del Curso: Guiar a los emprendedores en la adopción de herramientas digitales y automatización para optimizar sus negocios. Se busca que el emprendedor entienda y aplique conceptos para aumentar su eficiencia, reducir costos y mejorar la experiencia del cliente en su negocio, preparándose para competir en un mercado cada vez más digitalizado.Este contenido es parte de la 5ta Temporada de Academia de Emprendedores en ADN 2025, con el Host ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Leo Meyer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, espacio de capacitación continua radial que apoya a miles de personas para que puedan gestionar mejor sus emprendimientos y pymes.En Instagram somos ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@ademlatam⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | En Linkedin somos ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ademLatam⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | En Youtube somos Canal ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ademLatam⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | Directorio de los profesores en ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sitio Web⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠IMPORTANTESi quieres visibilizar tu marca durante la clase ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revisa esta información⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Si quieres realizar una donación para premiar el trabajo de Academia de Emprendedores ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠puedes hacerlo acá⁠

Fluid is a B2B Buy Now, Pay Later (BNPL) solution based in Singapore, designed to simplify payment processes and improve cash flow for businesses. By integrating directly with ERPs, accounting systems, and e-commerce platforms, Fluid allows suppliers to receive payment upfront, while offering buyers flexible payment options. Fluid’s technology provides quick credit assessments and reduces the risks of late payments, helping businesses unlock cash flow and grow. On The Right Business, Hongbin Jeong speaks to Trasy Lou Walsh, CEO, Fluid Financial, to find out more.See omnystudio.com/listener for privacy information.

Data is the secret ingredient to growing a successful brewing business. While brewing is a craft rooted in tradition, data offers actionable insights that can reduce costs, manage risks, boost revenue, and enhance efficiency. This webinar bridges the gap between recognizing the value of data and practically using it, even if you're not a high- tech organization.We start with how to ask the right questions: What problem am I trying to solve? What story does my data tell? How can I gain clarity into what I should look at?From there, you'll learn how to gather and prepare data effectively, from multiple sources like spreadsheets and ERPs to ensure clean, actionable datasets.We'll discuss building a data culture within your organization, emphasizing collaboration and ownership to drive the data quality needed for accurate insights.Through demos, we'll explore data visualization tools like Power BI and Tableau Public to organize and visualize your data for meaningful insights.Finally, we'll dive into targeted analysis and the future of brewing analytics. Whether it's understanding customer behavior, optimizing product offerings, driving predictive insights or leveraging AI tools like GPTs, data helps align the art and science of brewing. Start small, think big, and let data be your guide to success. From crafting the perfect brew to optimizing your business and growing a data culture that will invigorate your organization, this webinar equips you with the tips and tools to tap into your data's potential.Michele Doyle is an innovative leader with over 25 years of experience driving business value through data-driven transformation. As Vice President of Data at Sennos, she advances the company's data platform and capabilities, delivering actionable insights that empower customers across industries. In her previous roles, Michele has established analytics platforms, managed data operations, set architectural strategy and led cross-functional teams that united product owners, business leaders, and technical experts to drive measurable improvements.A champion of building successful data cultures, she emphasizes collaboration and accessibility to extend data's value across entire organizations. With expertise spanning machine learning, AI, and data governance, Michele bridges gaps between Operations, Product, and Technology to deliver innovative solutions. She believes the best data strategies combine creativity, teamwork, and really strong coffee.Stay up to date with CBP: http://update.craftbeerprofessionals.orgJoin us in-person for CBP ConnectsHalf workshop, half networkingCharlotte, NC | June 9-11, 2025Register now: https://cbpconnects.com/

Está no ar o videocast com o tema “Gestão 5.0 e o futuro dos negócios”, uma coprodução MIT Sloan Management Review Brasil e SAP. O episódio explora o conceito de Sociedade 5.0 e os caminhos para sua aplicação prática nas organizações por meio da Gestão 5.0. Francis Ferrari compartilha sua experiência da Timenow com equipes multidisciplinares e uso de inteligência artificial para otimizar instruções de trabalho. Eduardo Ferraz traz a visão da SAP sobre como parcerias estratégicas e ERPs inteligentes moldam o futuro da gestão, promovendo colaboração e eficiência. Ao longo do bate-papo, os convidados falam sobre os principais desafios para adoção da Gestão 5.0, como medir o sucesso desses projetos e o que considerar ao escolher ou trocar um ERP. Um episódio repleto de aprendizados sobre inovação, estratégia e transformação digital com foco nas pessoas.

Send us a textThis curated list stands apart by spotlighting ERP platforms that were engineered from inception as true cloud-native solutions, intentionally bypassing the limitations of retrofitted legacy systems. These modern ERPs are designed to leverage the full scope of cloud capabilities—delivering streamlined operations, cost efficiencies, and reduced maintenance overhead. While they may not rival the feature depth of long-established systems, their edge lies in agility, intuitive design, and mobile readiness, making them particularly attractive to forward-looking organizations. Our evaluation prioritizes architectural integrity over popularity, favoring vendors that have fully embraced cloud-native frameworks and are actively innovating in this space. The result is a lineup that not only reflects current market needs but also signals where ERP is headed—toward more flexible, scalable, and user-centered experiences.In this episode, our host, Sam Gupta, discusses the top 10 cloud-native ERP systems in 2025. He also discusses several variables that influence the rankings of these cloud-native ERP systems. Finally, he shares the pros and cons of each cloud-native ERP system.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. 

Subscribe to the ECB newsletter: https://newsletter.ecommercecoffeebreak.com/ ---Expanding into international markets can jumpstart growth for e-commerce brands, but proper systems are crucial for managing the increased complexity. In this episode, Sharoon Thomas, founder and CEO of Fulfil, explains what it takes to successfully scale globally. He shares insights on when to transition from simple systems to more robust solutions, how to manage multi-entity operations, and the importance of balancing business complexity with effective technology infrastructure. Topics discussed in this episode: Why scaling internationally is harder. How returns management becomes critical. What determines if a market is worth it. Why multiple legal entities become necessary. How to recognize when spreadsheets limit growth. Why multi-warehouse inventory creates visibility issues. What makes multi-channel selling complex. How open APIs outperform traditional ERPs. Why real-time financial visibility matters. What implementation approach prevents ERP failure. Links & Resources Website: https://www.fulfil.io/ LinkedIn: https://www.linkedin.com/company/fulfil-io/ LinkedIn: https://www.linkedin.com/in/sharoonthomas/ X/Twitter: https://x.com/Sharoonthomas Get access to more free resources by visiting the show notes athttps://tinyurl.com/46ur2mejSUPPORT OUR SPONSORTry Brevo for free or use code ECB for 50% off Starter & Business Plans (first 3 months, annual plan).

Send us a textGiven the complexities of the automotive industry, selecting the right ERP system is not just about functionality but also about long-term strategic fit. Companies must assess how well an ERP solution aligns with their operational structure, compliance needs, and growth plans. While larger enterprises may benefit from robust suite-centric solutions that offer end-to-end integration, smaller firms might prefer modular, platform-based ERPs that allow gradual scaling. Additionally, factors like vendor support, ecosystem strength, and technological innovation should not be overlooked, as they can significantly impact system usability and adaptability. Ultimately, the right ERP choice is one that not only meets current industry demands but also evolves with future advancements in automotive manufacturing, supply chain management, and regulatory compliance.In this episode, our host Sam Gupta discusses the top 10 automotive ERP systems in 2025. He also discusses several variables that influence the rankings of these automotive ERP systems. Finally, he shares the pros and cons of each automotive ERP system.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 of the Roofing Technology Think Tank (RT3) podcast, Karen Edwards welcomes Ken Kelly, retired from Kelly Roofing and now a traveler, businessman and humanitarian. The 2021 RT3 Innovator of the Year and 2015 Microsoft Visionary Award winner gets down to basics about what a tech stack is and dives into the key components: the back end, software, ERPs and CRMs. He shares practical uses for these technology tools and hot tips on how to leverage their full potential.     Learn more at https://rt3thinktank.com/

Many businesses still run on their legacy ERP, leaving them unable to keep up with modern technology. These outdated ERPs have a number of “pain points” that will continue to arise and hinder your business' development. Addressing the pain points that come with a legacy ERP can be a daunting task and may leave you feeling hopeless. On this episode of The ERP Advisor, ERP expert, Shawn Windle, and ERP sales guru, Erica Windle, discusses the dangers of staying on a legacy ERP for too long, and what you can do to fix it.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

Tony Winters of Rygen Technologies talks about being inspired by customer challenges; why visibility is still a challenge; & investing big in agentic AI. IN THIS EPISODE WE DISCUSS: [04.33] An introduction to Tony, his career journey, and his role at Rygen Technologies. “In college, you learn how to solve these algorithms and problems. And, in supply chain, you really get to implement them.” [06.24] An overview of Rygen Technologies – who they are, what they do, and how they help their customers. “We're hoping to leave our mark on the industry, solve some problems – and have fun doing it!” [08.14] From visibility to technology, the biggest challenges Rygen customers are facing right now. [09.39] Why Rygen is inspired by customer challenges, and their approach to technology and problem-solving. “We crave what the industry wants. They're asking for things, and we crave that knowledge!.. We take the feedback, learn from it, and make it better.” [11.22] Rygen's Corsair transportation management, and why it's not your typical TMS. [12.32] How Rygen are bringing ‘integration platform as a service' to their customers with their X1 technology. “Integrate at the speed of AI.” [13.40] How Rygen's Blackbird Business Intelligence is solving big data challenges for customers. “We have disparate systems, tech stacks for days, legacy systems, big monster enterprise systems, ERPs, WMS's, TMS's... Blackbird is an attempt to forget the bias and have an industry standard.” [15.39] A case study exploring how Rygen helped a major customer to identify and understand their biggest operational problems, and bring together their disparate systems with Corsair, improving processes, boosting visibility, and allowing them to manage their whole supply chain in one place. [18.27] Tony's hot takes from Manifest, and what Rygen is investing in for 2025 and beyond.   RESOURCES AND LINKS MENTIONED:   Head over to Rygen Technologies' website now to find out more and discover how they could help you too. You can also connect with Rygen and keep up to date with the latest over LinkedIn, X (Twitter), YouTube, and Instagram, or you can connect with Tony on LinkedIn. If you enjoyed this episode and want to hear more of our special episodes filmed live at Manifest, check out 453: Driving Supply Chain Innovation with Reveel and Deposco or 455: Discover Event-Driven Platform Technology, with BlackBerry Radar.

Is your finance team stuck in spreadsheets, waiting for an ERP upgrade to improve reporting and forecasting? You might be putting the cart before the horse. In this episode of the CPM Customer Success Podcast, host Andy Smetana of Nova Advisory dives into the critical question: Should you implement CPM (Corporate Performance Management) or ERP first? Many companies assume ERP is the backbone of their business, but finance leaders know that transactions alone don't drive insights. Andy shares why leading with CPM, powered by OneStream, is the smarter, faster, and more strategic choice for finance teams looking to eliminate manual processes, accelerate decision-making, and gain a single source of truth. Hear real-world success stories—like how Mexico's largest logistics company streamlined 15 ERPs with OneStream—and discover how an EPM-first approach can transform finance without waiting for a multi-year ERP overhaul.  

Welcome back to Not Fintech Investment Advice! I'm Alex Johnson, creator of Fintech Takes, recording live (!) at Fintech Meetup with my co-host, Simon Taylor—the genius behind Fintech Brain Food—sitting right across from me. How lucky are we?! Wait... how lucky are you?!? First up, Payman AI's agentic payments API lets AI initiate transactions under human oversight in a monitored, auditable environment. Backed by Visa, Coinbase, and Circle, they're blending wallet control with agent intelligence in stablecoins. Can we hold AI accountable without a chatbot fiasco (looking at you, Air Canada)? AI can go rogue, but so can humans—card controls and approvals manage it. So, how much autonomy are we willing to give AI agents? Next, staying on theme, Shiboleth is taking a fresh spin on BaaS with continuous, AI-driven verification. Gone are the days of “trust but verify”—now it's all about constant verification. Shiboleth scans everything from customer complaints to service calls, helping banks detect red flags in real-time. With fraud losses at an all-time high, can Shiboleth's solution scale? And can AI really spot subtle compliance risks without getting bogged down? Now, let's talk about Stablecore (i.e. stablecoins, but with a twist). This hybrid platform helps financial institutions use stablecoins alongside legacy systems.The short-term play is integrating with orchestration partners like Zero Hash. But as for long-term vision, are we ready for a world where deposits flow through stablecoins? Next, Estrada unbundles corporate cards, letting any Visa or MasterCard plug into spend management, ERPs, and even consumers' wallets—without needing to issue their own cards. It's “Bring Your Own Card” as a service; Estrada lets businesses tap into corporate card data without reinventing the wheel. Finally, we explore fintech "franchising" to help distribute products through banks and credit unions. Innovation's ahead of customer acquisition, but what if we could rethink distribution? 00:02:15 - Payman 00:17:13 - Shiboleth 00:30:22 - Stablecore 00:43:51 - Astrada 00:52:20 - Manifesting Fintech Ideas  Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/ And for more exclusive insider content, don't forget to check out my YouTube page. Follow Simon: LinkedIn: https://www.linkedin.com/in/sytaylor/ Substack: https://sytaylor.substack.com   Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnson Twitter: https://www.twitter.com/AlexH_Johnson Companies featured: https://www.paymanai.com/ https://shiboleth.ai/ https://stablecore.com/ https://astrada.co/

Send us a textSelecting the right ERP system for mid-sized businesses in 2025 requires a nuanced understanding of the segment, as companies generating between $100 million and $1 billion in revenue have vastly different needs depending on their scale. The lower mid-market, ranging from $100 million to $250 million, may prioritize ease of implementation and cost-effectiveness, while the upper mid-market often demands more advanced functionality and scalability. While industry-specific ERP recommendations are ideal, broader rankings—like this one—can serve as a helpful starting point for businesses without access to tailored guidance. Given that most companies in this range operate in fewer than 10 countries, their ERP choices typically balance global capabilities with practical implementation constraints. These systems offer greater maturity than small business ERPs, emphasizing advanced forecasting, supply chain optimization, and workflow automation. However, deep customization and extensive third-party integrations are usually reserved for enterprise-level deployments. By evaluating market share, vendor strategies, product roadmaps, and ecosystem engagement, this list highlights the top ERP solutions that align with the unique needs of mid-sized businesses in 2025.In this episode, our host Sam Gupta discusses the top 10 Mid-Sized Business ERP in 2025. He also discusses several variables that influence the rankings of these Mid-Sized Business ERP Systems. Finally, he shares the pros and cons of each Mid-Sized Business ERP.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. 

Pop quiz: What does CRM stand for? Brian Gardner says there's more to the acronym than  customer relationship management. He's the Founder and CEO of SalesProcess360, a consultancy that helps distributors secure greater ROI from their CRM.  Jason caught up with Brian to learn more about the company's “reverse order” approach to picking the perfect CRM. They explore the differences between ERPs with CRM add-ons versus systems that are purpose-built for complex sales environments and touch on the industry's AI readiness. The pair also discuss how a company-wide audit before purchase can boost employee buy-in and enhance long-term CRM efficacy. CONNECT WITH JASON LinkedIn CONNECT WITH BRIAN SalesProcess 360 LinkedIn *** 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: Profit2, helping distributors charge the right price; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.

Hoje, no podcast do Café com o Comprador, temos um episódio superespecial com Douglas Ferreira e seu grande parceiro de negócios: o Leo Cavalcanti, o cérebro por trás da Linkana!Se você acha que inovação em compras se resume a softwares engessados ou que “inteligência artificial” é apenas mais um termo da moda, prepare-se para uma conversa reveladora. Aqui não tem teoria rasa: o Leo traz insights reais, experiências do dia a dia e até histórias impressionantes!​No papo, você vai aprender:- De onde veio a Linkana: entenda como nasceu o conceito de conectar (ou “linkar”) compradores e fornecedores de forma mais inteligente e fluida.- Por que o processo vem antes dos dados: descubra por que soluções de IA, análise avançada e big data podem desmoronar se não houver uma base sólida de governança e orquestração de processos.- O valor da cultura de inovação: veja como a mentalidade “lunática”, sem as amarras do mercado de compras tradicional, ajudou a Linkana a crescer rápido e se destacar em um oceano cheio de soluções parecidas.- Como a tecnologia pode ser simples: ouça por que muitos ERPs são pouco amigáveis e como criar ferramentas realmente funcionais pode revolucionar a rotina do comprador — e melhorar, inclusive, a vida do fornecedor.- O caminho para o futuro do procurement: entenda o conceito de “Procurement Orchestration” e saiba por que ele é a bola da vez, unindo diferentes soluções e dando coesão aos processos de ponta a ponta.​Da trajetória de advogados e contadores buscando automação de certidões, até a criação de uma plataforma que orquestra e transforma homologação de fornecedores em algo leve e eficiente, o Leo mostra que “fazer direito o básico” é a melhor forma de chegar ao topo do mercado de compras.​Quer saber como os dados podem se tornar o seu grande diferencial e como a IA entra no jogo para turbinar ainda mais as operações de procurement? Dê o play agora mesmo e acompanhe como Douglas Ferreira e Leo Cavalcanti, da Linkana, estão reinventando o jeito de se pensar e de comprar!

Get featured on the show by leaving us a Voice Mail: https://bit.ly/MIPVMFULL SHOW NOTES https://www.microsoftinnovationpodcast.com/657What happens when a seasoned ERP advisor with over two decades of experience achieves MVP status? Join us as we explore the intriguing journey of Rob Delprado from CPA to a leader in Dynamics 365 and discuss the vibrant user community supporting Business Central. His insights highlight the importance of community, the evolution of accounting software, and the future of ERP solutions. This episode sheds light on how platforms like Microsoft Business Central and innovative ISVs are revolutionizing business productivity.  TAKEAWAYS• Rob shares his journey from CPA to ERP advisor • The significance of community in Dynamics 365 • Exploring advancements in accounting processes • Challenges with electronic invoicing in the current landscape • The role of ISVs in enhancing ERP solutions • Insights into hardware integration in ERP systems • Rob's path to becoming an MVP and its impact OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVPThis year we're adding a new show to our line up - The AI Advantage. We'll discuss the skills you need to thrive in an AI-enabled world. Accelerate your Microsoft career with the 90 Day Mentoring Challenge We've helped 1,300+ people across 70+ countries establish successful careers in the Microsoft Power Platform and Dynamics 365 ecosystem.Benefit from expert guidance, a supportive community, and a clear career roadmap. A lot can change in 90 days, get started today!Support the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

Let us know your thoughts.Discover how AI is shaping the future of business in New Zealand with Dave Howden, CEO and co-founder of SupaHuman AI. In this insightful episode, Dave shares his journey from the UK to New Zealand and explains why he believes this environment is primed for AI's transformative potential. We explore the powerful role of large language models and multimodal technology in reshaping business landscapes, highlighting why understanding an organisation's core values and processes is crucial for AI integration. Businesses that embrace tailored AI solutions can enhance efficiency, drive growth, and stay ahead in the adoption curve.We also uncover the key inefficiencies AI can address, from knowledge retrieval to outdated systems like CRMs and ERPs. Imagine significantly reducing the time employees spend searching for information and transforming complex tasks into simple queries. With AI's growing intelligence, businesses can streamline operations, generate synthetic customer insights, and refine their value propositions. Instead of fearing AI, now is the time to embrace its potential to solve productivity challenges and revolutionise customer interactions, ensuring long-term competitiveness in an ever-evolving technological landscape.SubscribeWhen you subscribe to B2B Inspired, you're playing a key role in growing and supporting New Zealand's B2B Marketing Community. Share Your FeedbackGot something to say? We're all ears. Your voice is what powers this community – it can't grow without you. Connect with Us LinkedIn: https://www.linkedin.com/company/blueocean-agency/ Website: https://www.blueoceanagency.co.nz/podcast/YouTube: https://www.youtube.com/@WeDoB2BLet's roll up our sleeves and take on tomorrow together.

Uma das tendências que vemos crescer no mercado é a junção entre conta PJ e softwares de gestão - como ERPs e demais plataformas que simplifiquem a vida do empreendedor. Esse é o fenômeno do ERP Banking ou do "sistema operacional financeiro para empresas" como a fintech Brex tem se posicionado nos Estados Unidos. Neste episódio do Fintech Talks Podcast nós falamos com Gonzalo Parejo, CEO da Kamino, uma fintech que se propõe a entregar soluções nesse nicho, solucionando as dores das médias empresas. Gonzalo falou sobre sua visão acerca deste mercado e sobre sua experiência como estrangeiro empreendendo no Brasil. Confira!

In this episode of Corporate Treasury 101, we dive deep into treasury management systems with a spotlight on Integrity by FIS, a leading SaaS-based treasury solution. We discuss how Treasury Management Systems (TMS) optimize cash, minimize risk, and integrate seamlessly with external systems to ensure data security and compliance. This episode offers a comprehensive view of the evolving role of treasury in today's financial landscape.Our guest, Andrew Winders, is a Senior Manager at FIS, with extensive expertise in treasury management systems, specifically FIS Integrity. FIS is a global leader in financial technology solutions, offering cutting-edge services for treasury, payments, and risk management. Andrew shares his insights into the growing need for sophisticated treasury tools in an increasingly complex financial world.Expect to LearnWhat is integrity, one of FIS's Treasury Management Solutions?Who does it serve and how does it work?How does Integrity integrate with external systems and ensure data security and compliance?What's FIS's plan for Integrity in the evolving Treasury sector?How is FIS approaching real-time data integration and APIs?How does FIS use feedback to improve Integrity, particularly in customization and Quantum?Introduction and overview[00:00:00] - Introduction & Career Highlights[00:01:39] - What to Expect in This Episode[00:03:05] - Treasury Management Systems 101 [00:06:27] - Selecting a TMS: Key Considerations [00:08:32] - Introduction to FIS & Its Treasury Solutions [00:14:06] - Overview of Integrity: Features & Capabilities [00:28:54] - Integrity's Flexibility & Customization Options [00:36:41] - Integrating Integrity with ERPs & Banks [00:40:42] - Data Security & Compliance in Treasury [00:45:13] - Future Trends in Treasury Technology [00:48:05] - Implementing Integrity: What You Need to Know [01:02:15] - Hosting, SaaS, and Cloud Treasury Solutions [01:07:51] - Combining Integrity with Other FIS Products [01:11:36] - Treasury Modules in ERPs vs. Dedicated TMS Solutions [01:14:16] - How FIS Uses Customer Feedback to Improve Integrity [01:17:36] - Closing Thoughts & Where to Learn MoreFollow Andrew Winders on Socials: Linkedin: https://www.linkedin.com/in/awinders/?originalSubdomain=uk Website: https://www.fisglobal.com/ Follow Corporate Treasury 101:Website: https://corporate-treasury-101.com/ LinkedIn:https://www.linkedin.com/company/86645197/admin/dashboard/ Follow Hussam & Guillaume:Hussam on LinkedIn: https://www.linkedin.com/in/hussam-ali-6bb69186/ Guillaume on LinkedIn:

In this episode, we sit down with Sandhya, the visionary founder of DealDox. Sandhya shares her inspiring journey from a corporate sales role at giants like Disney and Salesforce to launching her own company to revolutionize the CPQ space. We delve into: The Pain Points of Sales Teams: Sandhya discusses the inefficiencies and time-consuming tasks that plague sales teams and how Deal Docs addresses these challenges. The Rise of CPQ in Asia: We explore the growing demand for CPQ solutions in regions like India and the unique opportunities and challenges in these markets. The Power of AI and Automation: Sandhya sheds light on the potential of AI and automation to transform the CPQ landscape and how Deal Docs leverages these technologies. Building a Scalable CPQ Solution: We discuss the technical aspects of Deal Docs, including its customization capabilities, integrations with ERPs and CRMs, and its multi-lingual and multi-currency support. Client Success and Future Plans: Sandhya shares insights into DealDox' client-centric approach, the company's growth strategy, and its vision for the future. This episode offers valuable insights for sales leaders, entrepreneurs, and anyone interested in the world of CPQ. Tune in to learn how DealDox is empowering sales teams and driving business growth. Website: https://www.dealdox.io/  LinkedIn: https://www.linkedin.com/in/sandhyadealdox/ 

Kyle Hency brings years of entrepreneurial expertise to the world of ecommerce and operational efficiency. He is the Co-Founder and former CEO of Chubbies, Co-Founder at Loop Returns, and now Co-Founder & CEO of GoodDay Software, where he's redefining ERPs for modern Shopify brands.Kyle's experience spans building beloved DTC brands to scaling SaaS solutions. His time at Chubbies and Loop Returns has equipped him with unparalleled insights into brand growth, team leadership, and operational optimization.With a passion for empowering businesses, Kyle specializes in creating tools that streamline processes, boost resilience, and help brands thrive in today's competitive landscape. His journey reflects a commitment to innovation, entrepreneurship, and delivering impactful solutions that drive success.In This Conversation We Discuss: [00:40] Intro[01:19] Focusing on early internet innovations[03:23] Establishing values through collaborative processes[05:05] Focusing on why customers engage with your brand[06:40] Balancing innovation with retail fundamentals[08:40] Simplifying customer service with self-service tools[10:23] Expanding Loop's reach with new customers[11:38] Turning a problem into a new business opportunity[13:11] Moving from spreadsheets to systems[17:47] Overcoming ERP complexities with streamlined solutions[19:45] Tailoring solutions for Shopify-centric operations[21:59] Empowering teams with centralized data access[24:04] Helping early-stage brands with scalable systems[25:48] Partnering to simplify warehouse management systems[27:40] Preparing for challenges with a resilience-first mindsetResources:Subscribe to Honest Ecommerce on YoutubeA unified, reliable retail OS gooddaysoftware.com/Proper length men's shorts & more chubbiesshorts.com/Returns management for Ecommerce brands loopreturns.com/Follow Kyle Hency linkedin.com/in/khencyIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Today, David is joined by Michael Greenberg, the CEO of 3rd Brain Automation, which digitizes and automates operations. He takes business problems and figures out which technology will solve the issue. Michael explains exactly how he and his team help business owners achieve unparalleled clarity, consistency, and confidence by leveraging automation, AI, global talent, and human-centred workflow design. David helps owners and leaders build their businesses without having to do it all themselves so that they have a business that is ready to sell when they are ready. To build your business, so it is ready to sell, without the frustration and overwhelm, Download David's Free Guide '3 reasons you will never sell your business and how to fix it FAST! https://businessbreakthrough.live/3reasons/3-reasons KEY TAKEAWAYS For virtually every business problem there is a tech solution that can solve it or make things a lot easier. AI has the power to solve multiple problems. The fact that systems can be hard to integrate e.g. the most popular ERPs do not talk with the most popular CRMs can be overcome. You need to nail your processes before you can introduce the right tech. Use AI to help you record your current processes and create flow charts, Michael tells you how. Not everything can be automated. Train your AI to immediately route these things to a human. Human solution providers should be using tech tools to solve problems faster. Your AI chatbot must be backed up 24/7 by humans your customers can easily reach. If a customer is talking to AI, tell them. If you don´t, they will never trust you again. Much of the most important knowledge resides in the heads of employees. Use technology to capture that knowledge and make it more widely available. Companies that prioritise digital operations end up with technologies that work smoothly together. The ROI on digital automation is very fast, less than a year and is usually between 75% and 150% initially and up to around 300% a few years later. Technology frees people up to do other more important tasks e.g. develop new products. It does not have to result in job losses. BEST MOMENTS “Too many tech guys try to jam in a solution that does not quite fit.” “Make sure people are aware they are speaking with an AI .” “The outcome is consistency, clarity, capacity, confidence, and, ultimately, cash flow.” EPISODE RESOURCES https://www.3rdbrain.co Playbook - https://digital-ops.beehiiv.com/subscribe https://gentof.tech Socials @gentoftech ABOUT THE HOST David Roberts is a highly regarded CEO, mentor, and investor with 30 years of experience across multiple sectors. As an intrapreneur and entrepreneur, David has bought, grown, started and sold several businesses, working with values-driven start-ups, award-winning SMEs, and multinational corporations on strategies for service excellence, leadership, and profitable growth. David’s passion is for purpose and creating an environment where everyone can succeed, through building teams that get things done, execute on their mission with passion, deliver exceptional service and really make a difference. CONTACT METHODS LinkedIn - https://www.linkedin.com/in/david-roberts-nu-heat Facebook - https://www.facebook.com/DavidRobertsPeopleWithPurpose David’s Facebook - https://www.facebook.com/dave.roberts.5076798 Instagram - https://www.instagram.com/davidcroberts_ Email - david@peoplewithpurpose.live

In this episode of Esker On Air, host Scott Leahy digs into the world of payment portal integration and automation that's poised to radically improve accounts receivable (AR) processes, invoice compliance and customer relationships. Special guest Maya Cohen (Co-founder and CEO of Monto) shares how her experience as an ERP implementor lead her to create Monto, an AI-powered tool that connects ERPs to multiple payment portals.

Episode 54 of Venture Everywhere is hosted by Andy Ambrose, partner in The Fund Austin, as part of Everywhere VC and Managing Partner of Palm Venture Studios. He chats with Marty Ringlein, CEO and Co-Founder of Agree.com, an all-in-one platform for sending, signing, and managing agreements securely. Marty shares the "why" behind Agree.com focusing on the fragmented nature of digital signatures and money movement. Marty also discussed how the company is positioning itself as an "advanced agreement platform" that not only streamlines the signing process but also integrates invoicing and payment processing, making transactions more efficient for everyone. In this episode, you will hear:Agree.com's vision to dominate the AR/AP automation space via e-signature integration.Using OCR and Generative AI to enhance data extraction and invoice generation.Monetization strategies via SaaS subscriptions for larger teams and transaction-based revenue models.Integrating CRMs and ERPs for large enterprises to foster collaboration, breaking down departmental silos.Iterative storytelling when pitching and aligning product growth with market needs.Ensuring a positive user experience while managing the evolution of the product.Learn more about Marty Ringlein | Agree.comLinkedIn: https://www.linkedin.com/in/martymadrid/Website: https://agree.com/Learn more about Andy Ambrose | Everywhere VC | The Fund Austin | Palm Venture StudiosLinkedIn: https://www.linkedin.com/in/andyambrose/Website: https://everywhere.vc/

Neste episódio, exploramos como o EmpresAqui pode ser um verdadeiro divisor de águas na busca e qualificação de leads para sua empresa. Discutimos suas funcionalidades únicas, como os filtros avançados de segmentação, a inteligência artificial RIAN, e as integrações com CRMs e ERPs – tudo projetado para otimizar seu tempo e potencializar os resultados da sua prospecção.Além disso, compartilhamos dicas práticas e estratégias eficazes para você tirar o máximo proveito dessa plataforma, seja você um empreendedor em busca de novos negócios, um vendedor que deseja aumentar a carteira de clientes ou um gestor que busca soluções estratégicas para escalar a prospecção.Não perca os insights valiosos e exemplos reais de sucesso com o EmpresAqui!Clique para conhecer mais sobre o EmpresAqui e transformar sua prospecção B2B.Conecte-se comigo no LinkedIn: Samuel LeiteAssine a Newsletter Despertar Digital para conteúdos exclusivos!Podcast produzido pela Mercado Sonoro.Become a supporter of this podcast: https://www.spreaker.com/podcast/transformacao-digital-samuel-leite--3588653/support.

In this engaging episode of the Actualizing Success podcast, Actualize Consulting's COO Kerry Wekelo and Senior Manager Kyle Olovson, CTP, explore best practices for transitioning or upgrading Enterprise Resource Planning (ERP) systems. They emphasize the crucial role of the treasury group in these processes, highlighting the integration between Treasury Management Systems (TMS) and ERPs. This episode will help you gain insights into the complexities of these integrations, including critical data flows, enhanced forecasting capabilities, and strategies to combat fraud through efficient payment processes. Kyle also introduces the concept of a "payment factory" and discusses how it can streamline operations and maximize cost efficiency.Listen to learn more about:The importance of early involvement of the treasury group in ERP transitionsKey data integrations between TMS and ERP for improved forecasting and liquidity planningEnhancements in cash flow management and risk mitigation through system integrationsThe role of automation in streamlining treasury operationsStrategies for achieving effective compliance and reporting through data managementTune in to discover how integrating TMS and ERP can lead to significant operational improvements and strategic advantages for your organization. About Kerry Wekelo Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes. Email: kelam@actualizeconsulting.com  About Kyle OlovsonKyle is a Senior Manager at Actualize Consulting, specializing in liquidity management, payment execution, netting, forecasting, cash positioning, FX operations, system integration, Treasury Management Systems, and SWIFT. He has led over 15 Treasury transformation projects and participated in more than 25 throughout his 8-year tenure with Actualize. With over 15 years of experience in Treasury, including 7 years as a practitioner with Fortune 500 companies, he has focused on process improvement and control enhancement through efficient workflows and automation. Kyle's focus on developing individuals, systems, and processes that enhance team efficiency sets him apart in his expertise for Treasury transformation initiatives.Email: kolovson@actualizeconsulting.com  Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don't forget to rate this episode and leave a review! Website: www.actualizeconsulting.com    If you have any questions or comments, we'd love to hear from you. You can contact us at podcast@actualizeconsulting.com. 

FOLLOW US: LinkedIn: https://www.linkedin.com/company/inside-commerce/ ABOUT THIS EPISODE: In this episode of the Inside Commerce podcast, Luke Hodgson from Commerce Thinking explains the common issues with ERPs and their integration with ecommerce platforms. The conversation explores the importance of understanding ERP systems for ecommerce leaders, the evolving role of ecommerce directors post-COVID, and the demand for ERP in new businesses. The discussion also delves into the role of middleware in ecommerce integrations, challenges related to peak order volumes, and strategies for maximising back office performance. Finally, we discuss the significance of technical leadership in ecommerce and provide practical advice for businesses facing integration issues. Key takeaways: E-commerce leaders must understand their ERP systems. The demand for ERP has evolved post-COVID. Middleware plays a crucial role in integration. Peak order volumes require careful planning and execution. Technical leadership is essential for e-commerce success. Brands are increasingly exploring alternatives to traditional ERP systems. Effective communication with partners is vital during peak periods. Breaking down problems into stages helps identify issues. A tech leader should facilitate collaboration among stakeholders. The right technical resources are crucial for successful ERP implementation.

Bonnie and Clyde delve into my first book 'The Platform Owner's Guidebook' uncovering key themes and practical tips on mastering platform ownership. This episode covers navigating enterprise software like CRMs and ERPs, and highlights the critical role of a platform owner akin to a ship's captain. Learn about zero-based capacity planning, building compelling business cases, and leveraging networks, as well as the importance of understanding company culture during system implementation. They discuss my four levels of platform maturity - and explore the career journey of a platform owner. 00:00 Introduction to the Platform Owner's Guidebook 00:34 Meet Bonnie and Clyde: Your Reviewers 00:53 Navigating Enterprise Software: The Ship Captain Analogy 01:50 Building Your A-Team: The Key to Success 02:17 The Importance of Company Culture 04:20 Irreversible Decisions: Getting It Right from the Start 05:48 Purpose-Driven Implementation 07:03 Zero-Based Capacity Planning 09:37 The Power of Your Network 09:55 Learning from Others' Mistakes 10:48 Building Internal Relationships 11:54 The Concept of Dogfooding 13:31 Rewards of Platform Ownership 13:55 Shane's Platform Maturity Model 14:08 Level One: Rationalize 14:56 Level Two: Realize 16:26 Level Three: Amplify 18:09 Level Four: Becoming Missionaries 19:18 Conclusion and Call to Action Bonnie and Clyde are AI generated characters. Their voices and their review were created using Google NotebookLM. I've made no edits; and it's not entirely correct but I think an interesting listen. Get the Platform Owner's Guidebook - https://www.shanewilliams.com.au/book

Send me a Text Message hereFULL SHOW NOTES https://podcast.nz365guy.com/607  Discover how Anitha  Eswaran, a celebrated digital architect from Sonata Software Europe, has pioneered her journey to being named an MVP in the ERP AI category. With nearly two decades of experience in Microsoft CRM and AXEPTA, Anitha's story is one of transformation as she embraces AI within Dynamics 365 Finance and Operations. She shares her experiences of integrating AI into ERP systems, the evolution of Dynamics F&O with game-changing features like co-pilot, and the AI-driven automation of business processes. Anitha opens up about her blogging journey, inspired by her husband's unwavering dedication, and how her family life, including raising twin boys and experimenting with Indian and UK-inspired vegetarian dishes, intertwines with her thriving career.This episode also casts a spotlight on the technical complexities and triumphs of working globally with Sonata, a Microsoft ERP gold partner. Tune in as we unpack the significance of frameworks like the Application Integration Framework and their role in connecting external systems to ERPs. Anitha's passion for sharing knowledge reflects in her community engagement and blogging, which ultimately garnered her MVP recognition. As we conclude, join me, Mark Smith, also known as the NZ365 guy, in expressing gratitude to Anitha for her invaluable insights into the dynamic world of business applications. This is an episode filled with inspiration and valuable lessons from a stalwart in the tech industry whose journey continues to motivate many.OTHER RESOURCES: Microsoft MVP YouTube Series - How to Become a Microsoft MVP 90 Day Mentoring Challenge - https://ako.nz365guy.com/NewsLetter: https://www.linkedin.com/newsletters/7157714713630396420/Support the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

In this episode of the CPM Customer Success podcast, we sit down with Ace Hardware to explore their incredible journey of transforming account reconciliations using OneStream. Learn how Ace Hardware shifted from time-consuming, manual processes to a streamlined, transparent, and efficient reconciliation system that supports both corporate and subsidiary needs.  Join Scott Bieniasz from Ace Hardware and Sal Messina from Nova Advisory as they discuss:  

Send us a textThe challenges of managing expansive inventories and supply chains, and how Good Day simplifies these complexities for larger brands moving away from spreadsheet-based operations. In this episode, Jordan West with guest Kyle Hensey, co-founder and former CEO of Chubbies, now a pioneer in e-commerce solutions with Good Day Software. Kyle shares his insights on the Pendulum Effect in business trends, emphasizing the importance of preparing for aggressive growth in the next few years while ensuring strong unit economics. Listen and learn in this episode!Key takeaways from this episode:ERP Transition Skepticism: Brands, especially Shopify-based, are hesitant to shift to traditional ERP systems like NetSuite due to their complexity and lengthy implementation.Shopify vs. Traditional ERP: Shopify is easy to set up, while ERPs like NetSuite require significant time and resources to implement.Good Day's Solution: Good Day offers powerful tools with simple interfaces, seamlessly integrated with Shopify, reducing the need for custom engineering and speeding up implementation.Inventory and Supply Chain Management: Good Day provides strong solutions for managing inventory and supply chains across multiple channels.Rising Social Commerce: Social commerce, through platforms like TikTok Shop and YouTube Shopping, is growing, similar to trends in Asian markets.Simplified Operational Tools: Inspired by companies like Apple and Tesla, the goal is to simplify complex tasks for more efficient growth.DTC vs. Physical Retail: Balancing ecommerce and in-person shopping is crucial as physical retail remains important for social and entertainment experiences.Entrepreneurial Risk-taking: Young entrepreneurs are encouraged to take risks and trust themselves, emphasizing the value of starting early despite uncertainties.Building a Market Alternative: Creating a comprehensive alternative to market-leading ERPs requires long-term commitment.Today's Guest: Kyle Hency, the co-founder and former CEO of Chubbies, a company famed for its "most radical shorts on the planet." Currently, he serves as the Chief Strategy Officer at Solo Brands and is heavily involved with Good Day, a software solution focused on optimizing operational complexities for e-commerce brands. Kyle brings a wealth of experience in scaling businesses, integrating retail strategies, and leveraging technological solutions to enhance growth and efficiency within the ecommerce sector.Recommended Apps/Tools:GoodDay Software: https://www.gooddaysoftware.com/ Netsuite: https://www.netsuite.com/  Growth Plan: www.upgrowthcommerce.com/growMillion Dollar Offers: www.upgrowthcommerce.com/growIn this episode's sponsor is Revenued - is a financial technology company that provides businesses with revenue-based financing solutions. Instead of relying on credit scores or collateral, Revenued offers funding based on a company's revenue. This allows businesses to access capital quickly and repay it as they generate income. Learn more here: Revenued

In this episode of Corralling the Chaos, host Angela Alea and Thomas Hudson, LASSO's Director of Implementation, dive into the complexities of software implementation. They explore why companies often struggle to fully leverage systems like CRMs and ERPs, despite heavy investments. The discussion highlights the importance of setting clear goals, ensuring effective communication, and involving key stakeholders from the start.Key insights include overcoming common pitfalls, establishing regular checkpoints, and the critical role of a dedicated support team. Whether you're adopting a SaaS platform or transitioning to new software, this episode offers practical advice to help companies achieve a smooth and successful implementation.

MSDW is previewing Community Summit North America 2024 with a new series of quick podcast episodes featuring exhibitors. In this episode, we speak with Fauwaz Hussain, Senior Director of Strategy at Nodus Technologies. Nodus specializes in payment acceptance and accounts receivable automation solutions that integrate with all Microsoft Dynamics platforms, and Fauwaz tells us how that expertise aligns with some of the key themes that attendees can expect at Summit. AI conversations are increasingly important, he believes. And the future of Dynamics GP will continue to be a key talking point for users. Fauwaz is presenting with other GP experts on how to separate fact from fiction when it comes to the future of GP. One of the key themes that Nodus will communicate to Dynamics ERP users, especially those who still have on-premises ERPs, is that they can still modernize their tech stack in a variety of ways without moving their core ERP to the cloud. And Fauwaz's advice for a new show attendees: absorb as much information as you can from as many resources as possible. Take advantage of the deep networks that veterans in the community can offer to help you make valuable connection. Nodus Technologies will have a team of experts at booth 415. Here are more details on their sessions and parties at Community Summit: Sessions PSS: Money Talks: Automate AR and Hear the Difference! Tuesday, October 15 • 10:45 AM - 11:45 AM CT Registration Link: PSS: Money Talks: Automate AR and Hear the Difference! - Community Summit NA 2024    AR Magic: Tricks to Supercharge Your Accounts Receivable Tuesday, October 15 • 2:45 PM - 2:55 PM CT Registration Link: Premier Spotlight: AR Magic: Tricks to Supercharge Your Accounts Receivable - Community Summit NA 2024    Mythbusters: Separating Fact from Fiction around future of Microsoft Dynamics GP Wednesday, October 16 • 1:30 PM - 2:30 PM CT Registration Link: Mythbusters: Separating Fact from Fiction around future of Microsoft Dynamics GP - Community Summit NA 2024    Parties First Annual BC Bash Party When: Tuesday, October 15th, from 8:30 PM to 11:30 PM CT Where: 1902 nightclub in San Antonio Registration Link: First Annual BC Bash Party Tickets, Tue, Oct 15, 2024 at 8:00 PM | Eventbrite    PowerGP Online Party When: Wednesday, October 16th, from 9 PM to 2 AM CT Where: 1902 nightclub in San Antonio Registration Link: PowerGP Online Party - PowerGP Online

on Santavy, Partner and CRO at SimWell Consulting & Technologies, joins Contributing Lead Editor Amy Bryson for a discussion about how to gain confidence in making big decisions through simulation, optimization and Digital Twin technology that generate big results.

In this episode, CJ interviews Dustin Pederson of Locus Robotics, as part of his series of interviews with CFOs from pre-IPO companies recorded live on the floor of the New York Stock Exchange. Dustin explains the Robot-as-a-Service (RaaS) model, a subscription-based service, how it works, and how it makes money. He and CJ do a deep dive into business models that rely on supply chains, the unique challenges of managing inventory, and tactical tips for CFOs looking to optimize their cash conversion cycles. They also examine the unique metrics tracked by Locus Robotics as both a hardware and software company compared to that of pure SaaS models. Dustin provides helpful information and tactical advice on how to build an ROI model and present it to buyers. He also shares insights on Locus Robotics' market positioning, specialized ERPs for warehouses, and how the interactions between humans and robots play out in the companies Locus Robotics serves. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.—SPONSORS:Leapfin is accounting automation software that automatically prepares and posts reliable journal entries. High-growth businesses like Reddit, Canva, and Seat Geek choose Leapfin to eliminate manual tasks, accelerate month-end close, and enable accounting leaders to provide faster insights to help their companies grow. To automatically standardize your revenue data with measurable business impact, check out leapfin.com today. Mercury is the fintech ambitious companies use for banking and all their financial workflows. With a powerful bank account at the center of their operations, companies can make better financial decisions and ensure that every dollar spent aligns with company priorities. That's why over 100K startups choose Mercury to confidently run all their financial operations with the precision, control, and focus they need to operate at their best. Learn more at mercury.com.Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group and Evolve Bank & Trust®; Members FDIC.NetSuite provides financial software for all your business needs. More than 37,000 thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and get a customized KPI checklist. Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages.

00:00 Introduction 08:09 Navigating the Agency Landscape and the Role of ERPs in E-commerce 14:51 Segmenting Advertising Strategies for New and Returning Customers 24:21 Challenges in Measuring Customer Acquisition Costs 27:08 Utilizing Data Warehouses and Technologies for Customer Analysis 31:51 Tracking and Attributing Customer Data 41:18 The Power Law Distribution of Customer Behavior 49:26 TV and Influencer Marketing as Awareness Plays 54:31 Understanding the Media Mix and Targeting the Core Group of Customers Operators Exclusive Slack: https://join.slack.com/t/9operators/shared_invite/zt-20pd2eq4n-UVM6oTQkdltEwLINwkCWIA Powered By: Fulfil.io. https://bit.ly/3pAp2vu The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands. Northbeam. https://www.northbeam.io/ Sendlane. https://learn.sendlane.com/operators Subscribe to The Marketing Operators Podcast here:https://www.youtube.com/@MarketingOperators Subscribe to The Marketing Operators Podcast here: / @marketingoperators Visit Our Website: https://www.9operators.com/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/9operators/message

ERPs have historically overlooked the requirements of IT teams. However, it's important to acknowledge that industries heavily reliant on ERPs may possess smaller IT teams. On the contrary, in other sectors, particularly those without extensive inventories, IT teams could essentially constitute the entire operations team.Just as IT industries have faced neglect, other crucial teams like security or legal ops have also been overlooked. Furthermore, the needs of field services and asset management may significantly differ for organizations focused on IT, as seen in sectors such as telecom, media, data center, or printing. So, where does ServiceNow fit in, and how does it distinguish itself from other competing technologies?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of ServiceNow's capabilities. We covered many grounds, including where ServiceNow might be a 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 ServiceNow.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Streamline Your Business with Cutting-Edge B2B Payment Solutions   Introduction Is cash flow a constant headache for your B2B or B2G business? Are inefficiencies draining your resources and profits? You're not alone, and we have just the solution. In this episode, we're diving deep into B2B payment solutions, exploring strategies to streamline operations, save money, and enhance payment security. Host:  Marcia Riner, Business Growth Strategist and CEO of Infinite Profit® Guest: David Ademola, B2B Payment Expert at PayNation™️ Key Talking Points Removing Manual Processes Automation in payment systems reduces errors and saves time. Integrating accounting software like QuickBooks or Zoho can streamline data entry and processing. Open API integrations simplify connections between existing platforms. Accelerating Cash Flow Using tailored payment solutions to cut down on delays and improve cash flow. Understanding and utilizing Level 2 and Level 3 optimization to reduce processing fees significantly. Automating recurring billing for consistent cash flow. Increasing Payment Acceptance Security Leveraging advanced data entry requirements for more secure transactions. Using virtual cards to control and monitor spending. Implementing robust fraud prevention measures to protect financial data. Improving Efficiency and Reducing Costs Multi-platform integrations (QuickBooks, Zoho, CRMs, and ERPs) to enhance operational efficiency. Reducing steps in payment processing from multiple entries to one or two steps. Enhancing inventory management through integrated systems to avoid overstocking and understocking. Exploring Payment Options Beyond traditional credit card payments: ACH, e-checks, and virtual cards. Offering flexible payment terms for B2G clients, such as 30, 60, or even 90-day terms. Managing subscriptions and memberships efficiently with updated payment systems. Navigating Fees and Margins Strategies for incorporating transaction fees into product pricing. Educating on the difference between surcharges and cash discounts. Understanding the impact of transaction fees on the bottom line and how to mitigate them. Conclusion Streamlining your payment processes can revolutionize your business operations and improve your financial health. Tune in to this episode to learn actionable strategies from David Ademola, a seasoned Fintech expert, and take your business to the next level. Connect with David Ademola For more information on tailored B2B payment solutions and a free analysis of your payment processing systems, visit longustreferralpaynation.com and reach out for a free consultation to optimize your payment processes. Engage with Us We'd love to hear your questions and comments! When was the last time you reviewed your payment processing? Drop us a message, and we'll get back to you with personalized advice. Don't forget to subscribe to Profit with a Plan on your favorite podcast platform and stay tuned for more insightful episodes every Tuesday.   Want to supercharge your business, avoid profit plateaus, operational headaches, and growth roadblocks?  Marcia has created a brand-new Profit Booster® Playbook just for you. You'll uncover 3 essential strategies and the quick way to take action on them. This is not just a single page report, its filled with impactful strategies, actionable steps, and expert guidance to elevate your profits painlessly. Make this your best year ever.  Download this free playbook at www.BoostingProfit.com     About Marcia Riner.  She is a business growth strategist who helps business owners dramatically increase their revenue, profit, and the value of their company. In fact, she can show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster® strategies, she gets results. Marcia is the CEO of Infinite Profit® and more information can be found at https://www.InfiniteProfitConsulting.com Got questions?  Reach out to Marcia and her team at (949) 229-2112 ♾️  

A competitive environment can prevent healthcare organizations from engaging online. Justin Poulin shares his insights into the untapped potential of social media with Jim Cagliostro.    Episode Introduction Justin explains why the key to a successful podcast is consistency, how the pandemic masked issues with supply chain workforce shortages, and how silos in healthcare hold people – and organizations - back. He also explains why competition makes people fearful of social media, provides key tips to getting started and explains why ‘'chasing the money'' will always leave you dissatisfied.   Show Topics   Consistency is the key to successful podcasting Bring your whole self to an organization The supply chain workforce shortage came in under the radar Healthcare supply chain needs more mentorship Tailoring content to your target audience Competition creates a fear of social media  Getting started online Leadership tip: ‘'Promote, promote, promote''     02:56 Consistency is the key to successful podcasting Justin said creating a regular schedule is the most important factor for long-term success.  ‘'….podcasting, so much of it is a soft skill. I could give you little tips and pointers, but the most important thing about podcasting, and you're doing a great job with this, it's just being consistent. Making sure that you are putting content out on a regular schedule that people know what to expect. I see a lot of startup podcasts and they come out with a lot of gusto, and they do a bunch for about two or three months. And then, all of a sudden, there's a four-month gap. And those ones never really take off. I've always told everybody who wants to get involved and do it, "Hey, nobody's trying to own this space. It's a fun, creative outlet. But one of the things you have to do to be good with it is make sure that you are constantly putting out consistent content." You could do a podcast once a quarter, as long as you deliver it once a quarter on a schedule that people can expect…..It's like the TV series that comes to this great cliffhanging end of season two, and then they don't get renewed. And you're just left going, "Why? Why did you do this to me?" And so, yeah, that's the experience. And so, if you're doing podcast, just stick with it.''   11:24 Bring your whole self to an organization Justin said healthcare can be siloed but merging skills and interests benefits every organization.  ‘'…what a convergence of my passion to do this radio show podcasting, my clinical background as a nurse, and then this entrepreneurial sales side. It's all just merged into this role and what this company is. And who would've thought all of that would've intersected, what I was doing? And I saw it as something separate. So I'd also encourage people to consider their diverse interests and experiences. And not try to partition or segment them but, actually, bring them to the table and bring their whole self to their employer, or help them create their dream job for themselves. It's really important that I think a lot of times we're taught diversify your revenue streams, you hear that, so it's all segmented. And you think about healthcare and it's very siloed. But we actually do that to ourselves. We silo our skills and interests, instead of merging them into what makes us a unique human being, which is, ultimately, how we can bring the most tremendous value to any organization that we're involved in.''   14:28 The supply chain workforce shortage came in under the radar Justin explained the impact of the pandemic on staffing shortages.  ‘'I feel like the supply chain shortage, or workforce shortage, is sneaky. It came in under the radar. I'm sure people in supply chain might've been aware that it could be become an issue, but I don't think it was as transparent as the one that everybody talked about with nursing. We could have planned better, for sure, but we knew it was coming. I think some of the things that had happened with supply chain was really the emergence of strategic sourcing and these other roles that, at one point, when you said supply chain, in a lot of ways, you meant logistics or materials. And maybe a little bit of contracting and purchasing. But what has happened since the Affordable Care Act and value-based purchasing is we've now really expanded on the skillset that's required, where you can take your career.. But then, obviously, I think the fact that we didn't have enough people with enough experience in growing into these advanced roles in supply chain really came to a head when we hit the pandemic. Because, prior to that, it was pretty easy to say, "We're doing okay." Because we're consolidating agreements, we're looking for discounts based on volume and economies of scale, really. And I think once the supply and demand and the supply chain itself got disrupted, I think it really exposed something that was inherently there that we dodged dealing with for a really long time.''   18:19 Healthcare supply chain needs more mentorship Justin explained why time constraints are affecting leadership's ability to nurture talent.  ‘'I definitely think there needs to be more mentorship, but I think there's plenty of willing mentors out there. The problem is, with the constraints that we're under, you're talking about taking somebody and their time that is incredibly valuable right now. So I feel like we're a little upside down on that. I think there's a lot of willing mentors that are in leadership positions. But it's about nurturing the talent and that takes a lot of time away. And, honestly, if you're already short on talent, then you're in a position where you're already lifting up, just with your own personal efforts. So how does the senior staff in a supply chain carve out that time right now to really mentor and nurture the individuals that are coming onto their team? So I think they can still do it, but I think they need a lot of augmented resources to help. And if you just even look at standardized training, like we've got the CMRP through ARM and there are some other programs that are out there, but, by and large, most of the training is institutional. And some of it needs to be tailored to the healthcare organization because everybody does things a little bit different. They use different ERPs. And so you can't just put a standard training package together. It requires, I think, the new blood coming in to be quite motivated, and also able to self-educate and be self-motivated to educate. And so, for that to really happen, you've got to inspire them. And you've got to give them resources that not only give them information, but that also give them encouragement.''   21:26 Tailoring content to your target audience Justin explained how social media enables people to find valuable content.  ‘'… …So I think the answer to the question that you just asked me is individualized. And I think this is one of the keys of social media. What it does enable people to do is to find the content that they find valuable. And as a matter of fact, LinkedIn, in the way that they continue to do developments in their platform, is geared around connecting people with noted experts that are talking about the things that somebody wants to be learning about. They're very focused on that. And they also throttle... They don't want big media blasts. They don't want content in a commodity sense, where you just hit everybody and hit them with a ton. They don't want the users of the LinkedIn platform to get washed out. They want them to be pulled in and find value for being on their platform because it helps them grow professionally. That is different than the approach for Facebook. However, I still believe in all forms of social media having a purpose. But you do have to tailor the content to that targeted audience, and which platform they're on, and maybe the reasons that they're on that platform. So I prefer LinkedIn for a lot of reasons. But, mostly, I believe in their philosophy about connecting people to the resources that they are looking for and/or needing.''   25:20 Competition creates a fear of social media  Justin said collaboration and transparency can help to transform healthcare. ‘'We talk a lot about transparency, collaboration. There are a lot of themes that people incorporate into their vision for how to transform healthcare, not just in the supply chain but across the board. But, yet, we say those things, but a lot of what happens is we live in a very competitive environment. And I believe that we haven't really taught our culture here in the United States how to work collaboratively and competitively with a certain amount of respect. And I think a lot of people are fearful of social media because of that reason. But if we actually learned how to do what you just said, where we could converse even with our competitors on certain topics... Because guess what? Your competitors, because you're bringing different value props to the table, it's not a one size fits all. It's different perspectives on how to solve similar problems. And those perspectives match up with different cultures in different ways. And I think we fail to recognize that it's not you're everything to everybody. You're hopefully, and every good business owner knows this, you're hopefully aligning yourself with a good customer for your company so that they have a good experience and that only builds your reputation. I think we absolutely need to do a better job, not even just in healthcare,  but in general, of how can we come to the same table with our competitors in a professional manner and both benefit?''   30:34 Getting started online Justin said getting involved is about more than being a content consumer.  ‘'… the best way to do it is to follow some hashtags, like #HealthcareSupplyChain, HealthcarePurchasing. Just look for some of those. Maybe find some companies that you've done business with, colleagues, and connect with them. But, essentially, curate the content that you want to see on LinkedIn. And when you find something that you have maybe some thoughts on, the hardest thing is creating content. It takes effort, it takes thought. But the one thing you can do to share your knowledge, you can share somebody else's post on a topic that you're either experienced or passionate about. Or that you know, "Hey, this was a great conversation that so-and-so had on this podcast." Or maybe somebody just does a general post, a couple of paragraphs on an experience they had. You could highlight that by sharing it out and saying, "Really good insights here." Something that I have always noticed that people often overlook, you don't have to tell the whole story. You don't have to be the single authority. But it definitely helps when you share somebody else's content with one or two lines that include your own insights. And especially if you think it's something that most people miss. Just get other people thinking by seeing your post. That's the best way to get involved, not just be a content consumer. ‘'   34:16 Leadership tip: ‘'Promote, promote, promote'' Justin said a servant leadership mentality is common among successful leaders.  ‘'I don't know if this is really a big aha lesson, and I might give you two, but a lot of times people are worried about elevating the people that work for them or that they're mentoring. And I just think, time and time again, it pays huge dividends to elevate those that are under you. They're never going to replace you. You're just going to become more valuable. And you never know where they're going to go in their career. So I feel like in leadership, it's just promote, promote, promote, and develop the people that are around you. You never know when you're going to need them. So, sometimes, there's just that hesitancy. I think all the great leaders are never worried about being replaced. And, sometimes, on the sales side, that can be adding staff to the team, or maybe it's you're adding a CRM, and so you know all of the functions of your role are now going to be documented. And you're like, "Oh, that could make it easier for them to bring somebody else in... You're never going to have a shortage of career opportunities if you approach it that way. You just won't. So I think that's a common amongst really excellent leaders. That servant leadership mentality I think is really important.''   Connect with Lisa Miller on LinkedIn Connect with Jim Cagliostro on LinkedIn Connect with Justin Poulin on LinkedIn    Check out SpendMend    You'll also hear:    Justin's career history, via nursing and a podcast on Boston Celtics: ‘'This is in 2005. Podcasting, that term was coined in the same year. I didn't even know it was a term. I called it a toll-free, live, call-in webcast, specifically for Celtics fans. I had people calling in from Australia and Italy, all over the world. And wound up credentialing my way into the locker room with credentialed access to the Boston Celtics. I was the first person from new media to get in there.''   Tackling the workforce shortage in the healthcare supply chain: ‘'And then you're also competing with other industries, which is another difficult aspect, as people don't really find the healthcare supply chain as a destination career. They find supply chain as a destination career. They go to school for it. But not always for healthcare. And a lot of times, the wages are just more competitive in other industries. And so we do find that there's that new talent that's being trained isn't necessarily landing in healthcare roles, unfortunately. And it's certainly something that we need to tackle.''   Why the healthcare supply chain is limited on social media: ‘'And I think there's some fundamental reasons for it too, which is to say people don't necessarily want to share their strategies for fear of losing their negotiating leverage. So I think the healthcare supply chain leader, in general, is positioned differently than maybe a clinician in how they would have a discussion on LinkedIn.''   Don't chase the money: ‘'But chasing the money, I think, will almost always leave you somewhat dissatisfied. So align your organizational strategies with your professional goals. As long as it's not simply money, you'll win every single time.''     What To Do Next:   Subscribe to The Economics of Healthcare.   There are three ways to work with SpendMend:   Benchmark a vendor contract – either an existing contract or a new agreement. We can support your team with their cost savings initiatives to add resources and expertise. We set a bold cost savings goal and work together to achieve it.  SpendMend can perform a cost savings opportunity assessment. We dig deep into all of your spend and uncover unique areas of cost savings.  If you are interested in learning more, the quickest way to get your questions answered is to speak with Lisa Miller at lmiller@spendmend.com or Jim Cagliostro at jcagliostro@spendmend.com. .  

It's been a hot minute since we covered eCommerce on the show, but since COVID, it's become a growing part of manufacturing and distribution. COVID lockdowns essentially shut off the traditional methods for buying and selling manufactured supplies, and companies were forced to adopt a new way of doing things or get left behind. It's meant great things for the industry, so we thought we'd get the eCommerce perspective in this episode from Znode's Chief Commercial Officer, Tom Flierl.Tom joins the podcast to explore the link between eCommerce and manufacturing, how Znode presents a seamless solution, and the reasons why there's been a spike in eCommerce system adoption. We look at how distribution and manufacturing have adapted, and Tom shares some examples of companies that have embraced new solutions and seen the benefits of integrating everything into a one-stop shop solution. Tom also chats about AI as the next big thing for manufacturers to lean into, why salespeople are still vital for the industry, and some tips on how to assess the effectiveness of an eCommerce solution. In this episode, find out:Where eCommerce and manufacturing meet Tom explains what Znode doesWe hear about Tom's early experiences in print media and being an “early internet guy”How Tom's background in sales and marketing helped his career during the dot-com bust How Tom's family history helped to prepare him for a career in eCommerce and manufacturing The possible causes for the spike in eCommerce system adoptionHow future-ready are distributors and manufacturers today?How COVID impacted eCommerce system adoptionWhat eCommerce looks like in manufacturing (with examples)Why the role of salespeople in eCommerce is still just as importantDealers and distributors' approaches to working with eCommerceHow people can assess the effectiveness of an eCommerce solutionEnjoying the show? Please leave us a review here. Even one sentence helps. It's feedback from Manufacturing All-Stars like you that keeps us going!Tweetable Quotes:“I think COVID forced a lot of shifts in everybody's lives. And I think it forced a lot of shifts in even how businesses go to market and the importance of digital.”“The big win that we're seeing is a lot of ERPs are moving to offer APIs now. Our platform and some others can take those APIs, talk to each other, and present the right data to the right customer when they log in and give them the right experience by exchanging data with lots of other systems.”"It's all about adoption. If adoption isn't there, whether it's the end customer or the distributor or channel, it's probably not working. I would argue that that applies for distributors and manufacturers.”Links & mentions:Znode, an all-in-one, headless, B2B eCommerce platform developed to enable growth through a rich set of built-in featuresRequest a Demo of Znode's B2B eCommerce platformFoxtown Brewing, large brewery located inside of a classic building in Mequon, WIMake sure to visit http://manufacturinghappyhour.com for detailed show notes and a full list of resources mentioned in

In today's episode, Paul engages in an insightful interaction with Julian Castelli, for a discussion about the transformative role of FP&A and evolution from basic finance to a strategic role influencing business decisions and investor relations, highlighting his leadership experiences and the importance of core values.Julian is currently serving as a board director and board chair. With experience as a board director and operating partner many times over, Julian assists SaaS and Marketplace technology companies in areas like strategy, team development, growth execution, fundraising, executive coaching, and board governance. He began his career in investment banking at Goldman Sachs and later worked as a consultant at McKinsey & Company. Key takeaways from this week's episode include: :Here is a concise summary of the key points from the discussion:The competitive dynamics and funding needs of marketplace and SaaS (Software as a Service) businesses. SaaS businesses can be more capital efficient and have multiple successful players compared to winner-take-most marketplaces.The transformative power of adhering to and actively promoting company values, even in crisis, which can galvanize a team and reinforce commitment to the organization's mission and customer service.Growth-stage companies need sophisticated FP&A to meet investor expectations and aid decision-making. FP&A should influence a company's financial and strategic decisions, not just report on them.Promoting company values strengthens internal culture and aligns team actions with the organization's mission. Companies must evolve from managing daily finances to integrating broad strategic financial planning.How skills from varied roles like investment banking and consulting can enhance FP&A effectiveness. Exposure to various business aspects through FP&A provides a strong foundation for leadership roles.The discussion highlights the necessity of presenting financials in a way that aligns with investor expectations, which is often different from traditional accounting reports. The title sponsor for this week's episode of FP&A Tomorrow is the Plan Buddies. Join Plan Buddies. Plan Buddies, where professionals meet excellence. This isn't just any community. It is a community run by and for planning professionals. At Plan Buddies we're all about fostering connections, sharing knowledge, and providing mentorship among FP&A experts. Ready to elevate your career? Visit plan-buddies.com and become a member today. Here's a special treat. Use the promo code the FP&A Guy, that is TheFPandAGuy for an exclusive 25% discount on your first-year membership.Quotes:Here are a few relevant quotes from the episode about FP&A's transition from basic finance to a strategic role, the critical importance of financial planning and analysis, and the influence of leadership and core values in navigating business challenges."So without FP&A, you can't see what's ahead of you.""But if you present a P&L like that [Natural Account Line] to an investor, you might end the meeting right there.""Unfortunately, I'm kind of shocked that the ERPs out there make it so difficult to actually produce financial reporting the way the investors want.""FP&A is not just a luxury; it's essential as you scale and begin dealing with institutional...

Selecting an ERP system for the automotive industry involves unique challenges due to its consumer-centric nature, leading to intricate and unpredictable processes. Consumer behaviors impact the entire automotive value chain, necessitating continuous innovation and modifications to products. This dynamic environment underscores the importance of collaboration and joint planning, influencing compliance and global trade processes. Understanding critical success factors is crucial, as choosing an ERP system not tailored to the industry may result in overengineering and adoption challenges. In this episode, our host, Sam Gupta, discusses the top 10 automotive ERPs in 2024. He also discusses the crucial needs of automotive companies and how to identify the systems designed for them. Finally, he describes the pros and cons of each solution and where each of them might be a fit.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

Dalton Caldwell is Managing Director and Group Partner at Y Combinator. Prior to YC, he was the co-founder and CEO of imeem (acquired by MySpace in 2009) and the co-founder and CEO of App.net. During his time at YC, he's advised more than 35 YC unicorns, including DoorDash, Amplitude, Webflow, and Retool, and has worked across 21 different YC batches. He's also racked up more than 6,500 office hours with founders. In our conversation, we discuss:• Why founders need to adopt the mindset “Just don't die”• The most common reason startups fail• When to pivot, and characteristics of a good pivot• The concept of “tar pit ideas” and examples of bad startup ideas• Why investors say no to startups• The importance of market size in investment decisions• The pitfalls of founders over-delegating• Effective ways to talk to customers• 20 ideas Dalton is looking to fund—Brought to you by:• Eppo—Run reliable, impactful experiments• Vanta—Automate compliance. Simplify security• Coda—The all-in-one collaborative workspace—Find the transcript at: https://www.lennysnewsletter.com/p/lessons-from-1000-yc-startups—Where to find Dalton Caldwell:• X: https://twitter.com/daltonc• LinkedIn: https://www.linkedin.com/in/daltoncaldwell/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Dalton's background(04:41) The value of simple advice(07:04) Dalton's advice: “Just don't die”(08:39) Knowing when to stop(11:45) Deciding to pivot(14:26) Characteristics of a good pivot(17:53) Knowing when to pivot(19:03) Zip's journey and finding a market(21:22) Why Dalton says to “Move towards the mountains and the desert”(23:45) Tar pit ideas(26:49) Understanding why investors say no(29:14) The importance of market size(32:16) Avoiding over-delegation and hiring senior people too early(36:43) Why startups fail(40:30) Effectively talking to customers(45:17) Examples of startups hustling to talk to customers(48:01) Patterns of successful startups(52:05) YC's Request for Startups(55:37) Early days of Silicon Valley(01:05:33) Contrarian corner: growth hacking for early startups(01:09:28) Failure corner(01:11:15) Closing thoughts(01:12:22) Lightning round—Referenced:• Y Combinator: https://www.ycombinator.com/• Tiger Woods's website: https://tigerwoods.com/• Co-Founder Mistakes That Kill Companies & How to Avoid Them: https://www.youtube.com/watch?v=dlfjs_eEEzs• Daniel Alberson's LinkedIn post about Y Combinator: https://www.linkedin.com/posts/alberson_i-left-my-dream-job-as-a-product-manager-activity-7089677882431533056-jJ9H• Companies in Y Combinator W17 Batch: https://www.ycdb.co/batch/w17• Brex: https://www.brex.com/• Retool: https://retool.com/• Segment: https://segment.com/• Mixpanel: https://mixpanel.com/• Whatnot: https://www.whatnot.com/• Andreessen Horowitz: https://a16z.com/• Airbnb's CEO says a $40 cereal box changed the course of the multibillion-dollar company: https://fortune.com/2023/04/19/airbnb-ceo-cereal-box-investors-changed-everything-billion-dollar-company/• Rujul Zaparde on LinkedIn: https://www.linkedin.com/in/rujulz/• Zip: https://ziphq.com/• Lu Cheng on LinkedIn: https://www.linkedin.com/in/lu-cheng-973b7830/• Avoid these tempting startup tar pit ideas: https://www.ycombinator.com/library/Ij-avoid-these-tempting-startup-tarpit-ideas• Airbnb acquires Localmind to create crowdsourced advice about neighborhoods: https://skift.com/2012/12/13/airbnb-acquires-localmind-to-create-crowdsourced-advice-about-neighborhoods/• Foursquare: https://foursquare.com/• Razorpay: https://razorpay.com/• Total Addressable Market: https://www.productplan.com/glossary/total-addressable-market/• Lenny Bogdonoff on LinkedIn: https://www.linkedin.com/in/rememberlenny/• Milk Video: https://milkvideo.com/• Lessons from working with 600+ YC startups | Gustaf Alströmer (Y Combinator, Airbnb): https://www.lennyspodcast.com/lessons-from-working-with-600-yc-startups-gustaf-alstromer-y-combinator-airbnb/• How the most successful B2B startups came up with their original idea: https://www.lennysnewsletter.com/p/how-the-most-successful-b2b-startups• Collison installation: https://news.ycombinator.com/item?id=18400504• Stripe: https://stripe.com/• Patrick Collison on LinkedIn: https://www.linkedin.com/in/patrickcollison/• John Collison on LinkedIn: https://www.linkedin.com/in/johnbcollison/• Tony Xu on LinkedIn: https://www.linkedin.com/in/xutony/• Grant LaFontaine on LinkedIn: https://www.linkedin.com/in/grantlafontaine/• Ryan Petersen on LinkedIn: https://www.linkedin.com/in/rpetersen/• Lessons on building product sense, navigating AI, optimizing the first mile, and making it through the messy middle | Scott Belsky (Adobe, Behance): https://www.lennyspodcast.com/lessons-on-building-product-sense-navigating-ai-optimizing-the-first-mile-and-making-it-through-t/• YC's latest Request for Startups: https://www.ycombinator.com/blog/ycs-latest-request-for-startups• ERPs: https://www.ycombinator.com/rfs#new-enterprise-resource-planning-software• Commercial open source companies: https://www.ycombinator.com/rfs#commercial-open-source-companies• New space companies: https://www.ycombinator.com/rfs#new-space-companies• A way to end cancer: https://www.ycombinator.com/rfs#a-way-to-end-cancer• Spatial computing: https://www.ycombinator.com/rfs#spatial-computing• New defense technology: https://www.ycombinator.com/rfs#new-defense-technology• Bringing manufacturing back to America: https://www.ycombinator.com/rfs#bring-manufacturing-back-to-america• Better enterprise glue: https://www.ycombinator.com/rfs#better-enterprise-glue• Small fine-tuned models, as an alternative to giant generic ones: https://www.ycombinator.com/rfs#small-finetuned-models-as-an-alternative-to-giant-generic-ones• Reid Hoffman on LinkedIn: https://www.linkedin.com/in/reidhoffman/• Sam Altman on X: 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Karin Bursa joins Christine Barnhart to launch Supply Chain Unfiltered & talk about industry challenges, bad ERPs & the importance of interoperability. IN THIS EPISODE WE DISCUSS:   [09.25] An introduction to Karin Bursa, her long-time friendship with Christine, and her passion for supply chain tech. “I had a practitioner background, and I saw the opportunity for technology to make every day a little bit better… I wanted to be part of helping many companies, not just one, do that – and fell in love with supply chain technology!” [13.15] From innovation and challenges to geopolitical disruption, Karin and Christine discuss the current landscape of supply chain. “It's a great time to be in supply chain! If you want to make an impact, you're in the right domain.” “There's some really cool stuff happening, but we have to get out of our own way. The biggest barrier to automation, innovation, visibility – is something called spreadsheets!” [20.36] An audience poll: “who's company is currently doing an ERP upgrade?”, and Christine's reflections on what she sees in the industry when it comes to ERP's. “ERP's were built to show the state of the system today – they weren't intended to plan the business for the future.” [22.34] What interoperability means to Karin; how it brings trading partners together; why it needs to facilitate the interpretation of data, as well as just data exchange; and the growing importance of supply chain planning. “We've been talking about ecosystem collaboration since the early 2000's, it's not a new idea. But the technology to do it is so much better today.” RESOURCES AND LINKS MENTIONED:   If you enjoyed this episode and want to hear more from Christine, check out 380: Women in Supply Chain, Christine Barnhart or 328: Blended – Breaking the Class Ceiling. Check out our other podcasts HERE.

Unchurned is presented by UpdateAI Carie Buchanan, the Chief Experience Officer (CXO) at Popmenu, participates in CS & BS conversations with the hosts Kristi Faltorusso and Josh Schachter. They discussed the technology landscape in Atlanta and Carie's experiences while working at big companies like Google, Microsoft, Salesforce, and ERPs. The conversation covered various topics, including the evolution of customer success roles at Salesforce, how Carie's consulting background led her to leadership in the tech industry and much more. Timestamps 0:00 - Preview 1:17 - Weekend Highlights & Intros 4:46 - Tech landscape in Atlanta 7:03 - Popmenu 9:45 - Listening Strategy & Customer Feedback 11:55 - Kristi's obsession with consultants 13:10 - Consulting mindset for problem-solving and success 17:00 - 3 skills Carie picked up from her time in consulting 19:05 - Feedback on customer requests vs. software innovation 21:50 - Balancing leadership and contact with individual contributors & customers 24:55 - Setting up governance models 26:50 - Gaining insights from skip-level meetings 28:22 - Dealing with the conflicting perspectives of employees and customers 29:50 - Why Salesforce did not choose to dominate the CS industry - Running Customer Success from Salesforce 34:50 - Kristi's She's So Suite Podcast 39:20 - Forming a CS team to manage your customer base 43:35 - Customer Success Roles and Responsibilities 45:00 - The interplay between Account Managers and Customer Success Managers 47:00 - Closing ___________________________

Kimberley: Is ERP traumatizing? This is a question I have been seeing on social media or coming up in different groups in the OCD and OCD-related disorders field. Today, I have Amy Mariaskin, PhD, here to talk with us about this idea of “Is ERP traumatizing” and how we might work with this very delicate but yet so important topic. Thank you, Amy, for being here. WHY MIGHT PEOPLE THINK ERP IS TRAUMATIC?  Kimberley: Let's just go straight to it. Why might people be saying that ERP is traumatic or traumatizing? In any of those kinds of terms, why do you think people might be saying this? Amy: I think there's a number of reasons. One of which is that a therapy like ERP, which necessitates that people work through discomfort by moving through it and not moving around it or sidestepping it, is different than a lot of other therapies which are based more on support, validation, et cetera, as the sole method. It's not to say that ERP doesn't have that. I think all good therapy has support and validation. However, I think that's part of it. The fact that's baked into the treatment, you're looking at facing discomfort and really changing your relationship with discomfort. I think when people hear about that, that's one reason that it comes up. And then another reason, I think, is that there are people who have had really negative experiences with ERP. I think that while that could be true in a number of different therapeutic modalities and with a number of different clinicians and so forth, it is something that has gained traction because it dovetails with this idea of, well, if people are being asked to do difficult things, then isn't that actually going to deepen their pain or worsen their condition rather than alleviate it? That's my take. Kimberley: When I first heard this idea or this experience, my first response was actual shock because, as an ERP therapist and someone who treats OCD, I have seen it be the biggest gift to so many people. I've heard even Chris Trondsen, who often will say that this gave him his life back, or—he's been on the show—Ethan Smith, or anyone really who's been on the show talk about how it's the most, in their opinion, like the most effective way to get your life back and get back to life and live your life and face fear and all of those things.  DO PEOPLE FEEL ERP IS A DIFFICULT TREATMENT? I had that first feeling of surprise and shock, but also then asked more questions and asked about their experience of ERP being very pressured or feeling too scared or too soon, too much too soon, and so forth. Do you have any other ideas as to why people might be experiencing this difficult treatment? Amy: I do. I think that sometimes, like any other therapy, if you're approaching therapy as a technician and not as a clinician, and you're not as a therapist really being aware of the cues that you're getting from the very brave people sitting in front of you, entrusting their care to you—if we're not being clinicians rather than technicians, we can sometimes just follow a protocol indiscriminately and without respect to really important interpersonal dynamics like consent and context, personal history, if there's not an awareness of the power dynamic in the room that a therapist has a lot of power.  We work with a lot of people as well who might have people pleasing that if you're going to be quite prescriptive about a certain treatment, you do this, and then you do this, and then you do this without taking care to either lay the foundation to really help somebody understand the science of how ERP works or get buy-in from the front end. I know we'll talk a little bit more about that, as well as there's a difference between exposure and flooding. There's a difference between exposure that serves to reconnect people with the parts of their lives that they've been missing, or, as I always call it, reclaims. We want to have exposures that are reclaims, as opposed to just having exposures that generate negative emotion in and of itself.  Now, sometimes there are exposures that just generate negative emotions, because sometimes that's the thing to practice. There are some people who feel quite empowered by these over-the-top exposures that are above and beyond what you would do to really have a reclaim. I'm going to go above and beyond for an exposure, and I'm going to do something that is off the wall. I am eating the thing off of the toilet, or I have intrusive thoughts about harming myself, and I'm going to go to the top of the parking garage, and I'm really going to lean all the way over. Would I do that in my everyday life? No. There are some clients for whom that is not something that they're willing to do or it's not something that's important for them to do to reconnect with the life that they want to live, and there are others who are quite empowered.  If you're a therapist and you don't take care to listen to the feedback from clients and let their voice be a part of that conversation, then you may end up, again, as a technician, prescribing things that aren't going to land right, and that could result in some harm. My heart goes out to anyone who's had that experience, because I think that's valid. Kimberley: I will be completely honest. I think that my early training as an ERP therapy clinician, because I was new, meant that I was showing up as a technician. When I heard this, again, I said my first thought was a little bit of shock, but then went, “Oh, no, that does make sense.” When I was an intern, I was following protocols and I was learning. We all, as humans, make mistakes. Not mistakes so much as if I feel like I did anything wrong, but maybe went too fast with a patient or pushed too hard with a patient or gave an exposure because another person in supervision was saying that that worked for their client, but I was learning this skill of being attuned to my client, and that was a learning process. I can understand that some people may have had that experience, even me. I'm happy to admit to that early in my training, many years ago. Amy: That's a great point. I think if we're all being honest with ourselves, whether it be within the context of ERP or otherwise, there is a learning curve for therapists as well. I think going back to the basic skills and tenets of what it means to have a positive therapeutic relationship is that so much of that has to do with the repair as well. If there are times, because there will be times when you misjudge something or a client says, “I really think that I'm ready to try this,” then we say things like when exposures go awry, when the worst-case scenario happens, or what have you.  That's another philosophical question because I think in doing exposures, we're not necessarily, at least my style, saying the bad thing's not going to happen. It's about accepting the risk and uncertainty, which is a reasonable amount. However, I think when those things happen where it does feel like, “Hey, this felt like too much too soon,” or this felt like, “Wow, I wasn't ready for this,” or “I don't feel like that's exactly what I consented to. You said we were going to do this, and then you took an extra step”—I think being able to create an environment where you can have those conversations with clients and they feel comfortable bringing it up with you and you can do repair work is also important. That it's not just black or white like, “This happened and I feel traumatized.” Again, I don't want to sound like I'm blaming anybody who's had that experience, but I'm just saying that I think that happens on a micro level, probably to all of us at some point.  I think it's also important to acknowledge, and later we're going to talk about it, but the notion of the word ‘traumatizing' is a little bit difficult for me to hear as well because I think from the perspective of an evidence-based practitioner, the treatments that we have, even for so-called big T trauma, many of them integrate in exposure. All of my first-line treatments, including ones that maybe come at it a little bit more obliquely like EMDR or something like that, which is not something that I personally use, are certainly out there as like a second-line trauma treatment. But things like prolonged exposure and cognitive processing therapy, they all have this exposure component to them. Even the notion that if there's trauma, you can't go there or that talking about hard things is traumatizing. I don't know. Can we talk a little bit about that? Because I don't know if that's something you've thought about too, that it's hard to reconcile. Kimberley: Yeah. Let me give a personal experience as somebody who had a pretty severe eating disorder. I was doing exposure therapy, but I didn't get called that, and I didn't know what to be that at the time. But I had to go and eat the thing that I was terrified to eat. While some people might think, “Well, that's not a hard exposure,” for me, it was a 10 out of 10. I wanted to punch my therapist in the face at the idea that she would suggest that I eat these things. I'm not saying this is true for other people; I'm just giving a personal experience. I'm actually really glad that she held me to these things because now I can have full freedom over the things that used to run my life. I know that there is nothing on any menu I can't eat. If I had to eat on any plane, whatever they served me, I knew I was able to nourish my body with what was served to me, which I didn't have before I did that.  The other piece is somebody who has also been through trauma therapy. A lot of it required me to go back and relive that event over and over. Even though I again wanted to run away and it felt like my brain was on fire, that too was very helpful. But what was really helpful was how I reframed that event. If I was doing it and, as I was doing it, I was saying, “This is re-traumatizing me,” it was a very bad experience. But if I was saying, “This is an opportunity for me to learn how to have our full range of emotions, even the darker stuff,” that ended up being a very important therapeutic experience for me. That's just my personal experience. Do you want to speak to that? Amy: Yeah. I wasn't planning on speaking to this part of it, but I will say as well that having had a traumatic event—a single event, big T trauma—that happened at my place of employment years ago. This is over 10 years ago now, which involved being held at gunpoint, which involved a hostage-type situation. It's interesting when you talk about trauma, that you want to tell the whole story, but I'm like, “Oh, we don't have enough time,” which is interesting because our brains first don't want to tell the stories or we want to bury them. But suffice to say that after this very painful, very terrifying experience, after which all the hallmark symptoms of hypervigilance and quick to startle and images in my head and avoidance of individuals who looked like this particular individual and what have you. The most powerful thing for me in knowing this as somebody who works in exposure protocols, going back to work and being so kind to myself as I was, again, I come back to this word reclaim. It doesn't happen overnight. It's not something I wish there were. I do wish there's, “Oh yeah, we just push this button in our brains, and then that's just where we feel resilient again.”  But the process of building resilience for me was confronting this environment, reclaiming this environment. I think any exposure protocol has the ability to have that same effect if the framing is there and if it resonates with the person. Being somebody who's such a believer in exposure therapy for my clients, I was able to step into a role where I came out of that situation feeling so empowered and the ability to hold all of my experience gently and with compassion, as opposed to sweeping it under the rug and then having it come out sideways. Kimberley: I really appreciate you bringing that up because, similarly, I stowed mine down for many years because I refused to look at it until I was forced by another event to have to look at it. I think that's a piece of this work too. You have to want to face it as part of treatment. In my case, I either avoid the things that are so important to me or I am going to have to face this; I am going to have to. I showed up and made that choice. I think that's also a piece of it, knowing that that's an opportunity for you to go and be kind and to train your brain in different ways.  HOW TO MAKE ERP ETHICAL AND RESPECTFUL We're speaking directly now about some ideas and solutions to making ERP ethical and respectful. Are there other ways that someone who's undergoing ERP, considering ERP, or has been through it—other things we might want to encourage them to do moving forward that might make this a more empowering and validating experience for them? Amy: That's a great question because I think we can talk about it both from the perspective of clients who are looking for a new therapist as well as what therapists can do. But if we start first with clients and maybe you're out there, and it's been something you've either been hesitant to engage with because of some of these ideas about it being harmful or you've had a negative experience in the past, I do think that there is a mindset shift into feeling really empowered and really willing.  The empowerment part is coming in and bringing in-- your fears about ERP are also fears that can be worked on. If you're white-knuckling from the first moment of like, “Okay, I'm in here, I know I'm supposed to do this. I already hate it and it hasn't started,” sharing that with a clinician. I know I'm used to hearing that. I'm very used to hearing that. I've had folks come in who have been in supportive therapy, talk therapy, or other modalities that haven't been effective for many, many years. There is a part of me-- I'm sorry, this is a tangent, but it's a little soapboxy tangent. I feel like when I think about my clients who've had therapy for sometimes 10, 20 years and it hasn't been effective, I don't think we talk enough about how harmful that is for people, like putting your life on hold for 10 or 20 years. I don't hear the word necessarily ‘traumatizing,' but that can be harmful as well. People will go through that.  BE OPEN WITH YOUR ERP THERAPIST After these contortions to maybe even avoid ERP because it's scary, they'll come in, and I welcome them, saying, “I'm really nervous about this,” because guess what? Saying that aloud is a step in the direction of exposure. You're owning it. And then having a therapist who can say, “I'm so proud of you for being here.” This is exposure number one. Sitting down on this couch, here we are. Well done, check and check. Because I think that a therapist who's looking at exposure, not just as what's on a strict hierarchy, or even from an inhibitory learning perspective, like a menu—exposure is what you're doing day to day to help yourself get closer to the life that you want and the values you have. When you said, “I can eat anything because I want to nourish my body,” that's a value. When I say ‘empowerment,' like empowerment to discuss that with your therapist. And then that shift into willingness versus motivation or comfort or like, “Oh, I want to wait till the right moment,” or “Things are tough now. I don't want to add an extra tough thing.” I know you're not here to tell anybody, “Well, this is the way you should think.” But if there's any room to cultivate even a nugget of willingness to say, “I can do something difficult, and I am willing to do difficult things on the path toward the life that I want,” those would be two things that come to mind right away. Kimberley: Yeah, I agree. It takes me to the second piece for a client. I think a huge piece of it is transparency with your therapist or clinician. There have been several times where we've discussed an exposure—again, this was more in my earlier days—agreed that that would be helpful for them, gone to do it, and then midway through it, them saying, “I felt like I had to please you, but I'm so not ready for this,” or “I was too embarrassed because this is such a simple daily task and I should be able to do it.” I think it's okay to really speak to your therapist and share like, “I don't know how I feel about this. Can we first just talk about if I'm ready?” We don't want to do that to the degree of it becoming compulsive, but I want to really encourage people who are undergoing treatment of any kind to be as completely honest as you can. Amy: Right. I think that, again, it's an interesting dynamic because people are coming to specialists because we do have the knowledge and awareness of protocols and so forth. But again, I think mental health is-- well, I wish all medical health folks were a little bit more open to these kinds of conversations too. But that being said, I think having that honesty and knowing that-- if you go in and you say, “Oh, I'm a little bit nervous,” and you're getting pushback of, “Well, I'm the doc, this is what you do. Here's step one, here's step two,” frankly, there are going to be therapists who are like that regardless of modality.  It was interesting because I was talking to somebody about this and about—I think if we frame it as a question—"Is ERP inherently harmful” is a really different question than “Can ERP be harmful?” I think any modality implemented without that clinical touch can be potentially harmful.  I know your motto is, “You can do hard things.” That kind of shift as well is so powerful at the beginning of ERP. You've been transparent. You've said, “Look, here are my fears about this.”  And then often, what I will do as a clinician if people don't get to that place of like, I” can do things through the discomfort, there's no going around it,” is ask them about things. If they're adults, it could even be like, “When you were a little kid, did you have any fears, and how did you get over those? What was that like?” Not always, of course, but 9 nine times out of 10, it is some kind of like, “Well, I did the thing.” Or sometimes it's more complicated, “Well, I did the thing and then I got support from others, and then I learned more.” But I think people have this innate capacity to learn by changing behavior and to do things that are outside of their comfort zone, and that doesn't have to mean way outside of their comfort zone. Often, that notion of these hard experiences or these difficult thoughts that you need to-- people will come in and feel like, “Well, I need not to be thinking about them.” That's not really an option. Being a human with a full life, there are going to be things that are provocative. But I think I've heard you talk about this notion of shifting from wanting protection from negative thoughts or discomfort to almost willingness and acceptance. I love that as well. Kimberley: I agree. I want to also maybe back up a little bit and speak to that just a little bit. I do hear the majority of people saying this, coming from those who are seeking treatment from unspecialized people. Even this morning, people are emailing me saying, “I'm following this OCD coach online, and they're saying, ‘Follow my six-month program and you will be OCD-free.'” That sounds good. I'll do whatever you say if that's what I can give you. There is a power dynamic.  But then you're in the program and being told that you have literally two months to go and you better double down or you will fail my program. I think that urgency to get better can cause you to sometimes agree to things or seek out treatment from people who aren't super trained and who aren't taking an approach of, “Let's practice being uncomfortable, let's practice having every single emotion kindly and compassionately so that there is no emotion you can't ever have in your lifetime through the darkest ages.” They're more coming from a, “I'm on a timeline here and I have to get this done, so I'm going to do these things that are absolutely terrifying.” I think a lot of people are speaking to this. Amy: I think that's right. A lot of times, people have been-- I think we, as a field, like mental health professionals, there's this delicate balance of wanting to instill hope and really talk about like this works and to not overpromise or not simplify the circuitous way that we get there together as a therapist and client, because there are a lot of sound bites out there. I know you and I have talked about this. It's like these “better in 12 weeks” or “better in with these five tips” or what have you. I think even looking at research, and I have a strong research background, I was training to be a researcher when I was in grad school. I think it's important as well to remember that even with research, we are looking at-- if we say like, “Hey, this is a 12-week protocol that's been effective.” Okay, what does effective mean? Does effective mean that you get to pick up your baby again? Or does it mean, oh no, it probably means an X amount reduction in the Y box? Does effective mean it was that amount of reduction for everyone? Well, no, it's averages and things like that.  I can wear both hats and say, this is an incredibly empirically validated treatment that works for many people. It's not going to work the same way for every person, so why would we as clinicians go in and be like, “Here's a timeline?” You can't do that. Kimberley: Yeah. Let's speak to the therapist now. What can therapists be doing to make this a more effective, compassionate, and respectful practice? Do you have anything that you want to speak to first? Amy: Yes. I think that if we start at the beginning of therapy itself and the steps that you go through, the very first step is assessment because exposure is something that we know is very effective for anxiety, to a lesser degree, disgust, and not quite right feelings as well, and some sensory issues, to a lesser extent. But exposure is effective for certain things. We want to make sure that those are the things that are occurring. So, making sure because somebody can have OCD, or can have anxiety, or something like that and also have other things going on. I think sometimes when exposure is treated-- exposure and response prevention. I know we talk a lot about exposure, but even response prevention, that side of things, it's just this one size fits all. Okay, something you don't like doing, we're going to expose you to it, and something that alleviates your distress, we're going to eliminate those. If you're doing that outside of the context of where it's clinically indicated for OCD, i.e., areas that provoke obsessions and compulsive behaviors, then you're really missing the target.  I know there's been a lot of discussion about neurodiversity and for autistic people who may have routines and things like that or may have stereotypies or stimming behaviors, things that are pleasant for them or self-regulatory to really get a good assessment in there. Again, you're not having people do exposures or engage in response prevention in places where it's not clinically indicated. I think even if somebody has a trauma history, for something like PTSD, exposure is often, as I mentioned, a part of treatment protocols. The way in which we are doing those kinds of exposures and really centering the sense of agency in the client who's had that sense of agency taken away by prior experiences is really important. I think assessment is the first thing that comes to mind, followed-- Kimberley: I would add-- sorry, I didn't mean to cut you off, but I would add even assessment for depression. A lot of what we teach in ERP school for therapists and what I teach my staff is, if a client has depression, I might do more exposures around uncertainty and not around their worst-case scenario happening because sometimes that can make the depression come in so strong that they can't get out of bed the next day. We can tailor exposure even to make depression, and so forth.  I think it is so important that we do get that assessment and really understand the big picture before we proceed. Even understanding other anxiety disorders, health anxiety, the history of trauma with health, and so forth, or even the things you were taught as a child, can be really important to understand before we proceed with exposure. Amy: I love that you added that in—the things that we were taught as a child—because I love this story. I mean, I love it and hate it, and you'll understand why in a moment. But when I was on my internship—this was back in 2008, 2009—there was a fellow intern. He and I were co-presenting on a case, and we had the other interns. They were asking questions, and this was a makeshift IOP case. We were both doing a little bit of individual therapy, and people in the audience were asking questions, and somebody asked about childhood. This was an adult. The other intern said, “We don't care about that stuff.” I said, “Time out, I care about it,” and we all laughed.  I get where he was coming from in the sense that he was like, “Hey, here are the symptoms, here's the protocol for the symptoms, and it is important.” Like you said, I mean, even from a CBT, this is very consistent with CBT and how we form core beliefs and schemas and our ideas about the world and fairness and justice, and all of that is a part of it. We don't want to lose the C part, the cognitive part as well in ERP. But I love that you said that about depression as well, because even something co-occurring can just nudge. It just nudges the way that we do exposure and so forth. Kimberley: Yeah. I think culturally too. Think about the different traditions that come with different cultures or religions. Sometimes some of their rituals can seem compulsive. If I didn't know that that's why they're doing these, I could easily, as an untrained or ineffective therapist, be like, “Just expose yourself.” We've got to break this ritual, without actually understanding, like, is this actually a value-based ritual that you're doing because of a religion or a culture or tradition that is in line with your values? I think that's very, very important. After assessment, what would you say the next steps are? Amy: I think that-- and this is the part where I'm really going to own that. I get really excited, and I just want to jump into treatment. This is me, I'm calling myself out. But I think psychoeducation, that not only very clearly lays out the evidence and the why, like here's the process, here's why we're asking you to do these things that are really difficult, here are the underlying patterns, and here's what we're looking out for, and so forth.  I think not only that, but also laying out very clearly what the expectations are. “This is how this is going to look,” and maybe at that point as well, clinicians saying—this is very collaborative—"I am here to provide this information, and then together we are going to formulate a treatment plan and formulate these exposures.” I have heard so many people who do a lot of ERPs say how proud they are by the end of therapy when clients come in and they say, “I was thinking I need to do this as my exposure.” They're really taking that ownership.  I think not only again talking about the science and all the charts and things like that, but really talking about this as a collaborative, consensual process, that it's like, “I'm handing this off to you, and this is going to be something you have for the rest of your life.” Kimberley: Yeah. I'll tell a similar story. I had a patient who-- I'll even be honest, I don't think this was in my internship. This was in my career as an OCD therapist. But my client was just doing the exposures that he and I had agreed to. He would come back and be very frustrated with this process until he came to me and said, “I need you to actually stop and explain to me why I'm doing this.” I thought I had done a thorough job of that. I truly, really, honestly did. But he needed me to slow down and explain. We got out the PET scans of the brain, and I had a model of the brain. I showed him what part of the brain was being triggered and where the different parts of why-- from that moment, he was like, “I got you. I know what we're doing. I'm on board now. I got this.”  I think that I was so grateful that he was like, “Hold up, you need to actually slow down and help me to understand because this still doesn't make sense to me.” This was a very important conversation. In my case, I think it's checking in and saying, “Do you understand why we're doing this? Do you understand the science of this?” I think it's so important. What else might a therapist do? Amy: I love that. I was just going to say, I love that you create that culture because that's what I was talking about earlier. Sometimes we don't quite get it right. And then it's like, “What can I do better?” It's such a powerful question.  Knowing the why of ERP and then also the why, like, why is it worth it for you? Why is this? ACT has these wonderful metaphors about it. We've heard the monsters on the bus analogy. You're driving the bus, and all your symptoms are the passengers yelling out or different fears you might have. But so often we don't talk about, where are you driving the bus toward? Where are you going?  I get misty when I think about this. I get almost a little teary because I think that people with OCD have such incredible imaginations, and yet, having OCD can make it so hard to dream and dream about what you truly want. Especially if it's quite entrenched, it can just feel like, “Well, that's a life that other people have. I don't get to have that.” On the one hand, there's this expansive imagination about illnesses, danger, harming others, or what have you. These things that are just dystonic—you don't want to be thinking about them.  I love to see people exercise that other part of their imagination and really encourage them to dream because if you have that roadmap, or rather that end destination of what you want your life to be, those very concrete moments that you want-- for some people, it's like, “I want to have a family,” or “I want to travel,” or “I want to have the freedom to be around whomever I want to be around, regardless of the thoughts that come up,” whatever it is. Sometimes it can feel scary to even dream and envision that, either through values work or if it's somebody who had a later onset thinking about where were you heading before. How did this derail you? What were you heading toward? I think that's really important as well. If we don't do that-- I mean, frankly, I wouldn't want to do anything if I didn't know my why. Kimberley: No, agreed. I think that another thing—I often talk about this with my therapists in supervision—is one thing that I personally do-- and this is just me personally. Every therapist has their own way of doing it, but I often will ask my patients, “What kind of Kimberley do you need today?” I have the question as an opening where they can be like, “No, we're good. Let's just get to work.” We knew what we were going to do and so forth. My patients now know to say, “I need you to actually push me a little today.” They're coming to me saying, “I want you to push you.” Or they'll say, “I'm feeling very vulnerable today. I'm on my period,” or “It's been a hard week,” or “I haven't slept.” I don't consider that me accommodating them. I consider that me being attuned to them. It might be that I might go, “Okay, but there's been several weeks in a row that you've said that. Can we have a conversation?” It's not that I'm going to absolutely let them off with avoidant compulsions, but I love offering them the opportunity to ask, what kind of Kimberley do you need? Sometimes they'll say, “I need you to push me today, but I also need you to really encourage me because I have run out of motivation and I don't have a lot.”  I think that as clinicians, the more we can offer an opening of, what is it that you're ready for? What do you want to expose yourself today? Is there something coming up that you really need to be working on? I think those conversations create this collaborative experience instead of like, “I'm the master of treatment, and you're my follower” kind of model. Amy: Right. I love that, and I love the idea that we can be motivational, encouraging, and celebratory in the face of exposure. Like exposures, I do feel like there has been a shift, and perhaps with the shift away from the strict habituation paradigm in the field, where it's not like you have to just do the thing and be scared, be scared, be scared, be scared, be scared, and then it goes down. You can explore, “Hey, are you feeling stronger now? Are you feeling like I'm nervous, but I'm also curious?”  Again, some of this is just personal style, but I use a lot of humor. There are often a lot of inside jokes with clients and things like that. I don't see that as incompatible with really good exposure work because you're learning that you can be scared and laughing. You're learning that you can feel discomfort and empowerment. These kinds of things are huge. But again, I think when I was newer to ERP, there was a little bit of like, “Nope, we're not cracking a joke, because that would be avoiding negative emotion.” Kimberley: Yes. I remember that. Or being like, “I hope I don't trigger them. I'm not going to [unintelligible].” The joke is what created an attunement and a collaboration between the two of us, which I think can be so beautiful. Another question I ask during exposure is, would you like to keep going? Would you like to make it a little harder? How could we? Even if we don't, how might we? No pressure, but how might we make it so that they're practicing this idea of being curious about making decisions on their own? Because the truth is, I'm only seeing you for 50 minutes a week. You have to then go and do this on your own. We want the clients, us as therapists, to model to them a curiosity of like, “Oh, it's here.” Am I going to tell myself this is terrible and I can't handle it? Or am I going to be curious about what else I could introduce? Would I like to send them a text to a loved one while I do this exposure? How would I like to show up? What values do I want to show up with? Those questions can take the terror out of it. Amy: Yes. I think that all of this is hitting on something. I've noticed that oftentimes this notion of ERP is traumatizing. Again, not to discount anybody's personal experiences with it if that has been negative, but it's often based on this caricature of ERP that all those things that we're saying don't need to have that element of consent. It needs to have that collaborative nature, really good assessment, really good psycho-ed. I think that's something I just realized because I don't like feeling defensive about things. If I feel defensive, I'm like, “Uh-oh, this is a me thing.” I think in this case, it's because I'm seeing a lot of misinformation about ERP, or perhaps just poorly applied ERP. Kimberley: Yeah, for sure. I want to be respectful of time. We could make this into a whole training easily, but let's end here on the healing because we've talked about everything today—ideas, concepts, mindsets, conceptualizations. But I also want to really make sure we are slowing down and creating a safe place where some people may actually, like you said, have had not great experiences. What might we do, and what might patients do in terms of healing moving forward? Amy: It's a good question. There's a couple of things. I think if it's something that we were talking about with the transparency and the talking, number one, finding support and finding support from, ideally, somebody who's going to understand ERP enough that they can speak to. That doesn't have to be the type of therapy that you're getting with them, but understands it well enough to have a conversation like this. Just knowing it should never feel disrespectful, it should never feel non-consensual, and if that was your experience, then—I mean, I hate to say this, but I do think it's true—I know I would want to know if somebody felt that way. If somebody was working with me and they felt that way, I know that can be quite a burden for people to reach out to someone with whom they've had a negative experience.  But I think if you're able to do that, that can be really helpful and really restorative, even if you're not looking for a response, even if it's just something that you're letting them know. If you still have a relationship with that therapist, or let's say it's a clinic where you saw a therapist and you ended up moving to a different therapist, consider sharing it with them directly. I think we live in a very contentious culture of, “Well, I've made my mind up. That's bad, and I'm moving on.”  But truly, I think validation also starts with self-validation. My hope is that even though we're both clearly ERP therapists who believe very strongly in its positive application for many people, we want to validate that if you've felt any harm, that's valid. I think that also starts with self-validation as a first means of healing and then seeking support. Kimberley: Yeah. What I think too, if you're not wanting to do that, which I totally understand, sharing with your new clinician. One of the questions we have about our intake is what therapy was helpful and why, and what therapy wasn't helpful and why. As you go with a new therapist, share with them, “This was my experience. This is what I found to be very effective. This is what I am very good at, but these are the things that I struggled with, and here's why.” And then giving them the education of your process so they can help you with that, I think, is really important.  I think you hit the nail on the head—also being very, very gentle. The administering of therapy is not a perfect science; it's a relationship. It's not always going to go well. I wish it could. I truly wish there was a way we could, but that doesn't mean that you're bad, that therapy won't work for you in the future, or that all therapists are similar to what your experience was. I think it's important to know that there are many therapists who want to create a safe place for you. Amy: That's so well said. Kimberley: Anything else you want to add before we finish up? Amy: No, no, I think this has been great. Again, anybody out there, I don't know. I feel like, as therapists, sometimes we're the holders of hope. If this could give you any hope, and again, ERP may not be the route that you choose, but just anyone who's felt like therapy hasn't been what you wanted, you deserve to find what's going to feel like the best, most helpful fit. Kimberley: Amy, I have wanted to do this episode for months now, and there is no one with whom I would feel as comfortable doing it as much as you. Thank you for creating a place for me to have this very hard conversation and a conversation I think we need to have. I'm again so grateful for you, your expertise, your kind heart, and your wisdom. Amy: Thank you.