Podcast appearances and mentions of Sage Intacct

Live from the Sage Future conference in Atlanta, Aaron Harris, CTO of Sage, joins Blake and David to explain why he wants to completely eliminate the financial close rather than just make it faster. Harris breaks down the three waves of AI transformation in accounting—from task-based automation to generative AI to fully autonomous agents—and reveals how Sage is building custom language models trained specifically on accounting principles with the AICPA. He also discusses the psychology of trust between CFOs and AI systems, introduces Sage's new AI transparency labels, and explains why his company is taking a more cautious approach than competitors like Intuit when deploying autonomous agents.Meet Our Guest, Aaron Harris, CTO, SageLinkedIn: https://www.linkedin.com/in/aaron-harris-7407b2/Website: https://www.sageintacct.com/leadership/aaron-harrisX: https://x.com/AaronRHarrisLearn more about Sagehttps://www.sage.com/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

This week on Digi-Tools in Accrual World, we're unpacking the biggest headlines in accounting tech news — from game-changing AI features to major payments milestones and strategic acquisitions shaking up the UK accounting software space.  

Join us as we discuss the unique challenges faced by healthcare providers and how Sage Intacct can help overcome them. From improving financial visibility and streamlining processes to ensuring compliance and enhancing decision-making, we'll cover it all. Hear from industry experts, healthcare leaders, and Sage Intacct users who share their experiences and insights on how this powerful tool is revolutionizing the healthcare sector.

Starting the week with a bang, Sage announced new innovative AI-driven tools and automation features for Sage Intacct. In financial news, OneStream and Blackbaud announced full-year financial results. Workday announced the Workday Agent System of Record to help organizations manage their entire fleet of AI agents – from Workday and third parties alike – in one place. Finally, IFS announced a strategic partnership with Saudi Business Machines (SBM), a provider of end-to-end enterprise information technology solutions in Saudi Arabia.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

Message us!Join host John Yeager in this engaging 43-minute episode as we dive into the evolution of family office technology with returning guests Susan McDermott from Addepar, Ryan Kerry from Knowledger LLC, Kristen Keith from Sage Intacct, and Alejandro Nazario from TOS. The discussion focuses on the importance of consistent reporting standards and data health, exploring the pros and cons of all-in-one suites versus best-in-class approaches through real-world case studies.They discuss the vital role of data management policies and procedures and share insights into the latest tech advancements at Addepar, Knowledger, Sage Intacct, and TOS. Discover how AI can enhance usability and make the industry more user-friendly.Finally, learn how to turn data into actionable insights and make smarter decisions. Tune in for valuable tips on using technology to drive success in the family office sector. 

Message us!In this 28-minute episode, John Yeager of Whitley Penn is joined by Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. The group explores the evolving trends in insourcing and outsourcing within family offices.The team analyzes how their family office clients have adapted their hybrid insourcing and outsourcing strategies as they scale and examine the current job market's impact on access to quality talent. Discover the best practices for deciding when and where to outsource based on different family office structures and how to do so responsibly.Tune in for great conversations and recommendations!

Oracle began the week with a bang, announcing its fiscal 2025 Q2 results. Salesforce followed the announcement, releasing its results for its third quarter of fiscal 2025 ended October 31st, 2024. Workday unveiled new Illuminate capabilities in Workday Peakon Employee Voice. Then, Sage announced that Sage Copilot will now be available to early adopters initially in the US and UK on Sage Intacct. Finally, Rootstock unveiled its Winter '25 Release, featuring a suite of customer-driven updates to streamline critical processes and introduce enhanced functionality and AI-ready capabilities across sales and operations and Rootstock Financials.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this episode of Tech in the Arts, AMT Lab Lead Researcher Ian Hawthorne sits down with Stewart Urist, General Manager of the Pittsburgh Public Theater, to discuss their transition to Sage Intacct, a cloud-based financial management software. They delve into the challenges of migrating from a legacy system, the benefits of automation and AI in financial processes, and how tools like Sage can empower nonprofit organizations to streamline operations and improve budget transparency. Whether you're considering a software transition or just curious about nonprofit financial management, this episode offers valuable insights for organizations of all sizes. Check out show notes and more episodes at https://amt-lab.org/podcasts-interviews

In this 22-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. They discuss the history of family offices, their establishment, current state, and the 2018 boom that brought them into the spotlight. Discover why 80% of family offices are created and why families often choose to remain private through these entities.We'll explore the challenges family offices face as they grow more complex, including the importance of finding the right tools to manage legal entity structures and asset class management. Learn about the innovative tools being developed to streamline operations and reduce noise in the single-family office space, and the critical role of technology investment in managing a small but efficient team.Whether you're already part of a family office, considering creating one, or working within the industry, this episode is packed with valuable insights tailored just for you. Tune in to gain a deeper understanding of family offices and how they operate. 

In this 23-minute episode, hear from John Yeager of Whitley Penn, Susan McDermott of Addepar, Ryan Kerry of Knowledger LLC, Kristen Keith of Sage Intacct, and Alejandro Nazario of TOS. This episode marks the beginning of an exciting new series dedicated to unraveling the complexities of family offices.Our hosts will break down the basics, explaining what a family office is and introducing you to the key players and companies that make up this unique sector. They discuss the many reasons why families might choose to establish a family office, highlighting the diverse structures and services available. You'll quickly see that when it comes to family offices, there's no one-size-fits-all solution.Expect a lively and insightful discussion, with professional debates and differing viewpoints on what truly defines a family office. Whether you're already part of a family office, considering creating one, or working within the industry, this episode is packed with valuable insights tailored just for you.

Blake and David examine Sasan Goodarzi's apology and lukewarm reception regarding the recent controversial TurboTax ad campaign. They also take a look at Intuit's new Enterprise Suite product, which aims to compete with NetSuite and Sage Intacct by offering multi-entity accounting capabilities at a lower price point. Moving on, there's talk of Anthropic's new Claude computing capability, EY's resignation as Super Micro Computer's auditor, and Google's declining search market share in the face of AI competition.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowRelay - http://accountingpodcast.promo/relayCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:41) - Intuit Connect Recap (01:37) - Intuit CEO's Apology (09:32) - Intuit's Market Strategy (15:45) - Intuit Enterprise Suite Demo (30:00) - QuickBooks New Features (36:32) - Upcoming AI Webinar Announcement (37:06) - Feedback on AI Presentation (37:47) - The Future of Tax Preparation with AI (39:34) - AI in Action: Cloud Computer Use Demo (49:46) - Fraud in Political Campaigns (52:53) - Opportunities in Small Town Tax and Bookkeeping (57:08) - EY Resigns as Super Micro Auditor (01:07:39) - Conclusion and Upcoming Events (01:07:56) - Google's Ad Revenue Threatened by AI  Show NotesEY resigns as Super Micro auditor, causes stock to fall 33%https://www.cnbc.com/2024/10/30/super-micro-auditor-resigns-after-raising-concerns-months-earlier.htmlIntuit Connect 2024: Sasan Goodarzi on AI & the Future of Accountinghttps://www.youtube.com/watch?v=1xzKztkuhRYIntroducing computer use, a new Claude 3.5 Sonnet, and Claude 3.5 Haikuhttps://www.anthropic.com/news/3-5-models-and-computer-use'All hell has broken loose': Inside Elon Musk's high-stakes pro-Trump door-knocking efforthttps://www.nbcnews.com/politics/2024-election/elon-musks-high-stakes-trump-door-knocking-effort-america-pac-rcna176255BDO must face AmTrust investors' fraud case after US appeals court backtrackshttps://www.reuters.com/legal/government/column-bdo-must-face-amtrust-investors-fraud-case-after-us-appeals-court-2024-11-04/Google's Grip on Search Slips as TikTok and AI Startup Mount Challengehttps://www.wsj.com/tech/online-ad-market-google-tiktok-9599d7e8Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsCoefficient - http://accountingpodcast.promo/coefficientexpo Client Hub - https://clienthub.app/ Forwardly - https://www.forwardly.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

In this episode of The Soul of Enterprise, hosts Ron and Ed sit down with Kurt and Reid Bangert of Bangert, Inc., innovators in construction technology solutions. The Bangerts will share insights into “The Bangert Way,” a transformative approach that eliminates traditional hourly billing in favor of a streamlined, transparent process tailored for construction businesses. Tune in to learn how Bangert, Inc. supports the industry with Sage Intacct, fostering expertise and effectiveness for Customers nationwide. Don't miss this conversation on reshaping construction project management and accounting practices!

The Noledge Group, the Irish cloud ERP solution specialist, has announced it is investing €1.8 million to expand its services in Great Britain. The investment will span three years and include the creation of 10 jobs in Newcastle. The Noledge Group incorporates Envisage, a leading Sage Partner in Ireland, and OSSM, an Oracle NetSuite Solution Provider, and will provide its full suite of services to small and medium-sized enterprises (SMEs) in Great Britain. The portfolio includes Sage Intacct and Sage 200, as well as NetSuite Enterprise Resource Planning (ERP) solutions. The Noledge Group has been delivering its own application, developed in-house, to the retail sector in Great Britain for 10 years from its Dublin base which boosts efficiencies for businesses through automated processes. Following growing demand for its solutions in Great Britain, The Noledge Group decided to establish its first in-market office in Newcastle. The company expects to grow its revenue from €295,000 to €1.2 million within the first 12 months and it forecasts turnover of €3.5 million in Great Britain in the next three years. The new jobs will be in sales, pre-sales, and consulting, growing the number of employees to 60 across The Noledge Group. Chris Hawley has been appointed as Managing Director for England, Scotland and Wales, and will lead The Noledge Group's expansion in Great Britain. The group plans to target organisations across industries including process manufacturing, retail, construction, education, distribution, services, and field service management following the expansion. Driving the demand for The Noledge Group's services in Great Britain is the increasing need among customers to find smarter ways to manage and grow their businesses through automation and real-time data insights. The Noledge Group is on an upward growth trajectory, achieving €4.9 million turnover across the business in 2023. Ray Ryan, CEO, The Noledge Group, said: "We are excited to expand our footprint in Great Britain and deliver our cutting-edge accounting and ERP solutions to a wider base. Customers have been asking us to bring our unique mix of personal relationships and extensive product and industry knowledge to the market, and we're looking forward to getting boots on the ground and building on this increasing appetite. Within our growing team, we have a vast array of skillsets and expertise, and our customer-first approach means we understand our customers' businesses and their unique requirements. "We are also delighted to welcome Chris to the team as he spearheads our operations in Great Britain. He brings rich and valuable experience across Sage and NetSuite technologies to this new role, and his industry knowledge will be indispensable as we continue to scale up our capabilities in the market." Chris Hawley, MD England, Scotland and Wales, The Noledge Group, said: "I am delighted to join The Noledge Group at a pivotal time in the growth and expansion of the company. I plan to leverage my extensive experience in the market to shape the business direction in Great Britain. I look forward to building on The Noledge Group's valuable relationships and growing our customer base in Great Britain." See more stories here.

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

In this episode of the SaaS Revolution Show, we're back at the SaaStock Growth Stage for an insightful panel discussion between David Appel (Head of SaaS & Software Vertical at Sage Intacct), Kathrin Koedderitz (Sr Sales Director at Globalization Partners), Ferran Puig (Director of Partnerships & Business Development at Capchase), and Zack Lipton (Sr Revenue Enablement Manager - EMEA at Salesloft). "When we started Salesloft in EMEA, we had one sales rep that was stellar. Everyone would just watch his calls. They all knew – watch his calls. And he got really good by watching one of the reps in the US. And it's just, you know, very informal, institutional knowledge but the point I'm trying to make here is, if you can identify that then you can coach that behaviour into people. You can tell people who the top performers are, you can make your top performers more vocal so that other people know where to find that content," Zack Lipton, Senior Revenue Enablement Manager at Salesloft The session was packed full of actionable takeaways to revitalise your sales team, including: - How and why to focus on innovation - OKRs and how to track and adapt long term goals - How to combat lengthening sales cycles - How you can coach and develop your sales reps to learn from top performers - And more! Check out the other ways SaaStock is serving SaaS founders

Salesforce announced results for its first quarter of fiscal 2025 ended April 30, 2024. UKG provided a business update for the second quarter of fiscal 2024, ending March 31, 2024. Sage announced new capabilities and updates for Sage Intacct. AWS and SAP announced an expanded, strategic collaboration to transform modern cloud ERP experiences and help enterprises drive new capabilities and efficiencies with generative artificial intelligence (AI). Workday announced new AI innovations to make it easier for developers and partners to build intelligent solutions on the Workday platform. IFS announced the general availability of its latest IFS Cloud release. Qlik revealed it has signed a Strategic Collaboration Agreement with Amazon Web Services.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

Aaron Harris joins Blake and David to discuss Sage's new AI offering, Sage Copilot, which brings generative intelligence into Sage Intacct to eliminate routine accounting work. They discuss specific use cases Copilot handles, like chasing people for approvals/documents, drafting emails, and answering ad hoc questions without running reports. Aaron also shares his perspective on AI's impact on the accounting profession and why increased automation will make human review and trust even more essential.Meet Our Guest, Aaron Harris, CTO, SageLinkedIn: https://www.linkedin.com/in/aaron-harris-7407b2/Twitter: https://twitter.com/i/flow/login?redirect_after_login=%2FAaronRHarrisLearn more about Sagehttp://www.sage.comListener SurveyPlease take our listener survey: https://accounting.show/surveyNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

What does the future hold for accounting/ERP systems? There is no one better on the planet better to answer this question than Aaron Harris, Sage's Global CTO. Aaron is responsible for Sage's technology strategy and software architecture. He has more than 20 years of high-tech engineering experience in business applications and software development strategies. Previously a founding leader of Sage Intacct, acquired by Sage in 2017, Aaron led the company's product vision and technology direction, establishing Sage Intacct as the innovation leader in cloud financial management solutions.

What does the future hold for accounting/ERP systems? There is no one better on the planet better to answer this question than Aaron Harris, Sage's Global CTO. Aaron is responsible for Sage's technology strategy and software architecture. He has more than 20 years of high-tech engineering experience in business applications and software development strategies. Previously a founding leader of Sage Intacct, acquired by Sage in 2017, Aaron led the company's product vision and technology direction, establishing Sage Intacct as the innovation leader in cloud financial management solutions.

Brett Michalson shared about the company's focus on enhancing the Sage Intacct ecosystem with integrations, automations, and intelligence products. He also reflected on his professional journey and the importance of fully leveraging a new finance and accounting system. Furthermore, Brett emphasized the importance of actionable insights for decision-making and shared his admiration for Alan Turing.  Brett has more than 20+ years of accounting and technology experience. Brett is an experienced executive leader with an extensive background in solution design, product management, product development, professional services, information technology, and enterprise risk management. He was a founding employee of AcctTwo, and since the firm's combination with Baker Tilly, leads Baker Tilly's finance as a service solution designer and software developer. Brett started his career in the advisory practice at a Big Four public accounting firm and spent seven years in public accounting advisory before becoming the implementation practice leader and CTO of AcctTwo.

This week's episode of CFO 4.0 we have a slight change to the usual format. We are excited to give you a sneak peak of our brand new podcast that is coming soon. Join Hannah Munro and itas' Pre-sales consultant Paul Newton in this insightful first episode of 'itas Talks Sage Software' where we discuss the world of Sage Financial Software. In this pilot episode we dive into how Sage 50, Sage 200 and Sage Intacct handle financial consolidation, and which is the best choice for your business.We'd love for you to tune in and to give your feedback. In this episode, we cover:Understand the basic consolidation functionalities across Sage 50, Sage 200, and Sage Intacct.Learn about the consolidation process in Sage 50, including its limitations and unique features.Dive into the enhanced capabilities of Sage 200, particularly its departmental consolidation and flexibility.Discover the advanced consolidation options in Sage Intacct, including its ability to handle multiple currencies and drill-down reporting features.Contrast the three Sage products in terms of ease of use, functionality, and suitability for different organisational needs.Gain valuable insights from Paul's extensive experience with Sage software to guide your decision-making process.Links mentioned: Hannah's LinkedInPaul's LinkedInLearn more about itas SolutionsBe the first to hear about ‘itas talks Sage software' here Explore other CFO 4.0 Podcast episodes here. Subscribe to our Podcast!

Sage kicked off the week by releasing their new updates in Sage Intacct. Acumatica announced its integration with Shopify's B2B e-commerce capabilities. QAD introduced its new digital assistant that utilizes the power of AI. Oracle announced its agreement with Microsoft to support the growth of AI services. Nextworld announced its new improvements across its finance, sales, procurement, and manufacturing suites.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this episode of our CAAS Matters series, John Yeager is joined by John Russo from Sage Intacct. The two discuss business insights into CAAS practices, benefits of cloud technology, and how Sage Intacct can automate general ledge accounting. Tune in and be on the lookout for more episodes in this series.

ERPodcast Episode 29 The Perfect Time for ERP MFX/Intro Welcome to the ERPodcast Episode #29 – The Perfect Time for ERP – that's the title and theme of today's examination of just that - when should a growing company undertake an ERP project? And it's not a simple question. Any ERP project is massive, whether you're a $12m annual revenue company going from Quickbooks to Sage Intacct or a $200m company replacing DynamicsGP with a new cloud-based ERP. ERP is an intensive project, needs a ‘all hands on deck' approach and the stakes are high. There's legendary stories of Hershey's Chocolate almost losing the company when a failed SAP effort meant they couldn't ship product in the middle of the peak Halloween to Christmas season – not good – and there's also scores of those types of stories from lesser known and more private companies. So when is, The Perfect Time for ERP? We'll talk about 3 real world examples of recent ProfitFromERP clients and the drivers behind those examples. There's also a world of opinion in the world of startups – do you do the ERP project Pre-IPO to show potential investors solid financial controls and operational efficiency? Do you wait until the next round of funding to be able to afford the higher end ERP's with related SEC reporting tools to make sure of compliance needed by a public company? Then there's the staffing balance – we'll have more people on board next year so we can spread the ERP implementation workload across more resources….but if we had ERP already installed we'd need to hire fewer people for the same size operation. Here's the conundrum – most of us don't hire for excess capacity. It's more like we're not really sure of the data, it's coming from disparate spreadsheets, running late, last minute– but the staff is working overtime and Saturdays – if we just had one more person to chase down the data… which is a good solution, but by definition, a growing company continues to grow and we keep adding one more person just to keep up, pretty soon there's 22 desks in the business office and we're looking for more space because everyone's working overtime and Saturdays. Putting things off til some magical ‘some day' only gets us from complexity to mass complexity. Then one day we wake up and we realize ‘WOW - it would have been a lot easier to implement ERP when the business was simpler and we could have managed growth in a lot more systematic method'. Plus, instead of rolling out training to 50 people all at once, we comprehensively train the first 10 and teach each onboarding employee the exact steps using the new software specifically for their job duties. And maybe even start hiring people who've already been using the same ERP we just implemented. So what's The Perfect Time for ERP?  Let's look at some real-world examples. Stories of companies that took a leap at different stages and how that all turned out. I'm your host, Gene Hammons, Director of ProfitFromERP,  our business consulting firm helping clients actually create Profit, From their ERP projects. Right back after this! Stinger out. Hey – a word about sponsors. Putting together the ERPodcast is a labor of love, it's often our first introduction to new clients, we also think it's about giving back to the community, sharing stories of real world ERP projects, how the market works, things we've experienced over the years and so on. . As long as there are still ERP projects that fail or have huge cost overruns or don't do what the demo looked like it did – as long as there's a bad project out there, we'll keep pushing out the know-how to avoid those situations But – running a growing company ProfitFromERP – just like any other emerging company, there's a lot to do. Time is critical. And if we're going to allocate the time to the ERPodcast – well, we need to do it as more than a net loss leader – so we have sponsors. The easiest way to get podcast sponsors for a podcast...

All ERP vendors are looking for ways to innovate and provide deeper functionality to previously underserved markets with many looking to benefit the SMB space. Sage has followed this trend, announcing that US customers who are looking to implement Sage Intacct will now have first-time access to the technology on AWS. Speaking of ways to encourage growth and a greater sense of community, Infor announced that it has joined the Catena-X initiative. Finally, Deltek announced that it has developed the GovWin IQ Small Business Resource Center curated specifically to support the thousands of small businesses looking for ways to find and win more government contracting opportunities with limited resources.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

Season 4 Episode 77 Accounting High is supported by our Booster Club Members Thank you ⁠AppStream⁠! Powered by the GrowthLab ⁠Music Video for Simple Tasks!⁠ FACULTY: Luke Templin, CPA CLASS: #PeerReview TITLE: CAS = Solving Problems In this episode of Accounting High, Scott interviews Luke Templin, the founder of A Squared Advisors. Luke shares his journey of how he got into accounting and became a CPA, his experience in the CAS world, and what inspired him to start his own business. He also talks about his unique approach to pricing and scope, and the freedom that comes with working for yourself. Scott even surprises us with his rap, Simple Tasks. This is a great episode for anyone interested in entrepreneurship, accounting, and business growth. Shoutouts: Chad Davis, Ron Baker, Gusto, QuickBooks, GrowthLab, AppStream, FinDaily, Sage Intacct, Zapier --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

This week, financial results were released from Workday and UKG. Workday announced results for the fiscal 2024 first quarter ended April 30, 2023. UKG provided a business update for the second quarter of fiscal 2023, ending March 31, 2023. In other news, Sage Intacct and IFS announced major product releases. Sage Intacct received updates to help businesses across the world simplify financial consolidations, streamline operations, and improve financial planning. IFS announced the general availability of the first of its twice-yearly IFS Cloud releases, aiming to support customers by enhancing business agility, building resilience, and mitigating risk. Deltek entered into an agreement to acquire Replicon.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this episode of CRO Confidential, Roam Founder & CEO Howard Lerman sits down with Sam Blond to talk about Roam's unconventional approach to acquiring its first customers.   Full video: https://youtu.be/dGj6VZoi0Kw   ***** What if you could prospect in a single click?And what if that click came with accurate, intent data you need to meet your goals? Meet Klarity with One-Click Prospecting by DemandScience. Let's make your job easier. Visit demandscience.com   Sage Intacct is a powerful cloud-based financial management system that delivers automation around billing, accounting, and reporting. Voted market leaders by G2, Sage Intacct is the ideal Finance Solution to scale your business. Visit us at sage.com/uk/intacct.   SaaStr Annual will officially be back in 2023. Join 12,500 SaaS CEOs, Founders, Revenue leaders, and investors. Annual 2023 will take place September 6-8, 2023 in the SF Bay Area. Podcast listeners can use code FAVE100 to save 100 off tickets. Use FAVE100 when you buy your tickets at saastrannual2023.com *****   Want to join the SaaStr community? We're the

Growing and scaling your customer base requires robust systems, teams, and playbooks that work in lockstep with one another. One of the most impactful teams, yet often least invested in, is customer marketing. From determining the ideal org structure to understanding clear KPIs, the playbook for customer marketing is still being written and is often misunderstood. In this session, we'll discuss key strategies that can be leveraged to build and scale a high-performing customer marketing team. You'll walk away with actionable insights and a clear understanding of how you can improve net dollar retention and unlock growth, regardless of your stage or size.   Full video: https://youtu.be/8zgkk0DFQs8   ***** Sage Intacct is a powerful cloud-based financial management system that delivers automation around billing, accounting, and reporting. Voted market leaders by G2, Sage Intacct is the ideal Finance Solution to scale your business. Visit us at sage.com/uk/intacct.   What if you could prospect in a single click? And what if that click came with accurate, intent data you need to meet your goals? Meet Klarity with One-Click Prospecting by DemandScience. Let's make your job easier. Visit demandscience.com.   SaaStr Europa is back! And this time, we're heading to London for 2 fun-filled days of content, networking, and SaaS. Join us June 6th and 7th for SaaStr Europa 2023. Use code FAVE100 for $100 off tickets at saastrlondon.com. *****   Want to join the SaaStr community? We're the

If you're looking for a marketing strategy to grow your SaaS business, SaaStr's very own Jason Lemkin has five things you can do today, this week, or this month that always work.     And the great news is that almost everything costs little to no money.    Most SaaS companies need to spend more on marketing. To save money, many freeze marketing spend, which is cool for a few months, but if it becomes the norm, they won't have enough pipeline for the rest of the year.    No matter what, you need to do more marketing in the back half of this year. If you don't, your teams are going to starve. As the saying goes, “You can't cut your way to growth.”    While many of these ideas seem basic, they aren't done enough. Instead of tackling all five strategies simultaneously, do just one thing better, and you'll get more leads.    This episode is the second half of Jason's Workshop Wednesday session. You can listen to the first half in Episode 652. You can watch the full session here: https://www.youtube.com/live/vc0nITbOlos?feature=share   ***** What if you could prospect in a single click?And what if that click came with accurate, intent data you need to meet your goals? Meet Klarity with One-Click Prospecting by DemandScience. Let's make your job easier. Visit demandscience.com   Sage Intacct is a powerful cloud-based financial management system that delivers automation around billing, accounting, and reporting. Voted market leaders by G2, Sage Intacct is the ideal Finance Solution to scale your business. Visit us at sage.com/uk/intacct.   SaaStr Annual will officially be back in 2023. Join 12,500 SaaS CEOs, Founders, Revenue leaders, and investors. Annual 2023 will take place September 6-8, 2023 in the SF Bay Area. Podcast listeners can use code FAVE100 to save 100 off tickets. Use FAVE100 when you buy your tickets at saastrannual2023.com   Want to join the SaaStr community? We're the

If you're looking for a marketing strategy to grow your SaaS business, SaaStr's very own Jason Lemkin has five things you can do today, this week, or this month that always work.     And the great news is that almost everything costs little to no money.    Most SaaS companies need to spend more on marketing. To save money, many freeze marketing spend, which is cool for a few months, but if it becomes the norm, they won't have enough pipeline for the rest of the year.    No matter what, you need to do more marketing in the back half of this year. If you don't, your teams are going to starve. As the saying goes, “You can't cut your way to growth.”    While many of these ideas seem basic, they aren't done enough. Instead of tackling all five strategies simultaneously, do just one thing better, and you'll get more leads.    This episode is the first half of Jason's Workshop Wednesday session. We'll share the second half in Episode 653. You can watch the full session here: https://www.youtube.com/live/vc0nITbOlos?feature=share ***** Sage Intacct is a powerful cloud-based financial management system that delivers automation around billing, accounting, and reporting. Voted market leaders by G2, Sage Intacct is the ideal Finance Solution to scale your business. Visit us at sage.com/uk/intacct.   What if you could prospect in a single click? And what if that click came with accurate, intent data you need to meet your goals? Meet Klarity with One-Click Prospecting by DemandScience. Let's make your job easier. Visit demandscience.com.   SaaStr Europa is back! And this time, we're heading to London for 2 fun-filled days of content, networking, and SaaS. Join us June 6th and 7th for SaaStr Europa 2023. Use code FAVE100 for $100 off tickets at saastrlondon.com. ***** Want to join the SaaStr community? We're the

The needs of the services industry might differ substantially, especially when you think of subscription, revenue recognition, and ASC 606 compliance capabilities. The ERP systems designed for the service industry might be very deep with grant and fund accounting, having payment terms and multi-element allocation at the line item level on the contract, and HIPAA compliance capabilities. These industries also have very unique requirements, such as the integration with best-of-breed CRM and project management software flavored with the capabilities of these industries. And that's where Sage Intacct really shines.In today's episode, we invited Mike O'Brien from Sage Intacct from the ERP community. We discussed the target market and its capabilities for many different industries. We also discussed their roadmap and which features and capabilities their customers can expect in the next few years.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe to your favorite podcasting platform.

Arnaud Bonzom, Founder and Managing Director @ Black Mangroves moderates a panel with Carmen Yuen, General Partner @ Vertex, Jenny Lee, Managing Partner @ GGV Capital, and Piruze Sabuncu, Partner @ Square Peg Capital on what founders should look out for when raising a Series A.   In this panel, Carmen, Jenny, and Piruze will discuss the lessons learned at Vertex, GGV, and Square Peg on the common pitfalls to look out for when you are raising your Series A. For each pitfall, they will provide tips and tactics on how to overcome them.   This episode is an excerpt of the VC session. You can watch the full video: https://youtu.be/nFUUTXlnaa0   ***** What if you could prospect in a single click?And what if that click came with accurate, intent data you need to meet your goals? Meet Klarity with One-Click Prospecting by DemandScience. Let's make your job easier. Visit demandscience.com   Sage Intacct is a powerful cloud-based financial management system that delivers automation around billing, accounting, and reporting. Voted market leaders by G2, Sage Intacct is the ideal Finance Solution to scale your business. Visit us at sage.com/uk/intacct.   SaaStr Annual will officially be back in 2023. Join 12,500 SaaS CEOs, Founders, Revenue leaders, and investors. Annual 2023 will take place September 6-8, 2023 in the SF Bay Area. Podcast listeners can use code FAVE100 to save 100 off tickets. Use FAVE100 when you buy your tickets at saastrannual2023.com   Want to join the SaaStr community? We're the

Generative AI has taken the world by storm, and VCs and SaaS founders are looking at new opportunities it can bring. Even considering the more conservative fundraising market in 2023, there are opportunities for startups to get investor attention with AI. Tomasz Tunguz, Founder & General Partner at Theory Ventures, believes that with the right GTM plan and capital efficiency, it is still possible to get funding. It's simply a matter of watching your burn: “The main difference in the market between 2021 and today is that efficiency matters more than growth.”   Full video with Q&A: https://youtube.com/live/xiYzzLe9BAs ***** Sage Intacct is a powerful cloud-based financial management system that delivers automation around billing, accounting, and reporting. Voted market leaders by G2, Sage Intacct is the ideal Finance Solution to scale your business. Visit us at sage.com/uk/intacct.   What if you could prospect in a single click? And what if that click came with accurate, intent data you need to meet your goals? Meet Klarity with One-Click Prospecting by DemandScience. Let's make your job easier. Visit demandscience.com.   SaaStr Europa is back! And this time, we're heading to London for 2 fun-filled days of content, networking, and SaaS. Join us June 6th and 7th for SaaStr Europa 2023. Use code FAVE100 for $100 off tickets at saastrlondon.com.   Want to join the SaaStr community? We're the

Sage announced the launch of Sage Intacct on Microsoft Azure in the United States, shortly after Sage Active's debut on Microsoft Azure in France. QAD released the latest enhancements to QAD Adaptive ERP along with other QAD Adaptive Applications. Microsoft launched its 2023 release wave 1 for Microsoft Dynamics 365 and Microsoft Power Platform, a rollout of new features and enhanced capabilities slated for release between April and September 2023. Sage announced a new partnership with Morehouse College, the nation's only historically Black liberal arts institution.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

Find out how NetSuite ERP helps CFOs cut costs through automation and better visibility: https://bit.ly/3ZvlPcv Service Pros Installation Group CFO JJ Pace joins the podcast with co-host Ian McCue to break down the company's path to becoming Lowe's largest flooring installer. JJ describes how Service Pros has benefitted from its partnership with large retailers (2:41) and details the company's growth in his nine years there (4:02). After that, JJ digs into the challenges his finance team faced as the company completed more jobs (6:25). He specifically details where QuickBooks Enterprise fell short (8:06) and how he got buy-in for an ERP system (9:35). The CFO explains how NetSuite beat out Sage Intacct (11:16), as well as how the new system saves his finance team time and eliminates rote manual work (12:17). JJ touches on why Service Pros added NetSuite OneWorld (15:31) and the business's other plans for the solution (16:39). He sheds light on what the future might hold for the company, including potentially expanding its partnership with Lowe's (18:11). JJ closes with a few pieces of advice for aspiring finance chiefs (19:57) and explains how he adds value to his organization (20:51).Like what you learned? Subscribe now!Follow Us Here:JJ pace: https://www.linkedin.com/in/jj-pace-mba-12341b20/ Service Pros Installation Group: https://www.linkedin.com/company/service-pros-installation-group-inc./ Oracle NetSuiteLinkedIn: http://bit.ly/NetSuiteLIFacebook: http://bit.ly/NetSuiteFBInstagram: http://bit.ly/NetSuiteIGTwitter: http://bit.ly/NetSuiteTW#NetSuite #NetSuiteERP #ServicePros

Hantz Software, LLC v. Sage Intacct, Inc.

Sage announced a series of updates to Sage Intacct, from simplifying and automating bill processing to increasing visibility as part of the Sage Intacct 2023 Release 1. Infor announced the availability of Infor Clinical Science, part of the Infor Workplace Management suite. OneStream announced expanded capabilities for its Sensible ML solution, increasing machine learning forecasting transparency and explainability of key business drivers. Salesforce released new innovations built for the communications industry including feature analytics, AI, and prebuilt solutions that automate common processes and a new integration with WhatsApp to streamline and enrich customer engagement. UKG announced financial results for the first quarter of fiscal 2023.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

This is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. Featuring: Bill Strawderman of GS1 US, Ian Howells of Sage Intacct, Melissa Sargeant of AlphaSense, Michael Welts of Aviatrix, Jason Widup of metadata.io, Mike Brannan of Centric Consulting, Ellina Shinnick of HUB International, and Josh Leatherman of Service Express To see the video versions, follow Drew Neisser on LinkedIn or visit our YouTube channel—The Renegade Marketing Hub! And if you're a B2B CMO, check out our thriving community: https://cmohuddles.com/​​

Meet Our Guest:Matthew Woodcockhttps://www.linkedin.com/in/matthew-woodcock-230a1210/Learn more about Sprague Pest SolutionsWebsite: https://www.spraguepest.com/ Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpe Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040 Need Accounting Conference Info? Check out our new website - accountingconferences.com Limited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merch Subscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast  Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

Find out how NetSuite ERP can help you run a more efficient, profitable business: https://bit.ly/3BruraN  Co-host Ian McCue chats with Michael Card, the VP of Finance for a brand that's quickly become a household name: Crumbl Cookies. Michael starts by explaining why two cousins decided to open a cookie store (2:13) and where the idea for offering new flavors every week originated (5:12). He gets into the numbers on just how quickly Crumbl is expanding (7:43) and what challenges that's presented for the finance team (8:47). Michael explains what it means to “grow smart” (10:28) and why technology is at the heart of every big decision leaders make (11:48). He paints the before picture of Crumbl's tech stack (14:23) and what separated NetSuite from Sage Intacct during the selection process (18:13). Since moving to NetSuite, he shares the biggest gains around finance (19:49) and inventory management (24:18). Michael also walks through how the system has made planning and budgeting more collaborative (26:28). Crumbl recently added NetSuite warehouse management system (WMS), and Michael details his goals for that module (27:55) as well as how NetSuite Learning Cloud Support (LCS) has helped users get more out of the system (29:44). To close, he sheds light on Crumbl's ambitious goals for the future (31:47) and what role NetSuite will play in that (34:54). Tune in for all that and more!Like what you learned? Subscribe Now!Follow Us Here:Michael Card: https://www.linkedin.com/in/michaelcardcertus/ Crumbl: https://crumblcookies.com/index.html Oracle NetSuiteLinkedIn: http://bit.ly/NetSuiteLIFacebook: http://bit.ly/NetSuiteFBInstagram: http://bit.ly/NetSuiteIGTwitter: http://bit.ly/NetSuiteTW

Dom Pernai is a Company Director at ETHOSYS. He is an accounting professional that has spent over 20 years assisting real estate and construction companies to get the most out of their technology investments, from process improvements to field technology solutions.

SponsorsOnPay - https://cloudaccountingpodcast.promo/onpayZoho - https://cloudaccountingpodcast.promo/zohoFreshBooks -  https://cloudaccountingpodcast.promo/freshbooksNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesComing soon! Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsuCollect - https://ucollect.biz/capWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com

At the Sage Transform conference, several announcements were made to mark the growth and advancement of Sage. First, Sage announced the acquisition of carbon accounting solution Spherics to help SMBs measure and cut their emissions. Sage also announced new product integration with Microsoft to continue simplifying workflows for SMBs by allowing the submission and approval of certain processes directly through Teams, rather than in the Sage Intacct or Sage People application. Then Sage released the expansion of Sage Intacct's capabilities and market reach which will enable customers to automate processes, boost productivity, and free up time to focus on running their businesses. This solution will also be expanding to continental Europe with the first launch in France, into new verticals, while also scaling existing capabilities to simplify the management of business complexities with greater insights and efficiencies. Finally, Sage announced an exciting new partnership with Major League Baseball with Sage being connected to pitching decisions and manager insights content across the league, starting from the 2023 regular season. This partnership will also include the introduction of the ‘Pitcher Power Rankings presented by Sage' and support of the MLB's Diverse Partners Program, supporting minority and female-owned businesses across America. In preparation for Ignite, Microsoft announced several infrastructure enhancements to its tools that will benefit ERP applications and users. Some of the new capabilities announced include the general availability of managed environments, built-in application lifecycle management in Microsoft Power Platform, interactive Power BI charts shared directly from OneDrive and SharePoint, cross-tenant dataset sharing, and advancements in AI builder. From an AI perspective, Microsoft also announced a collaboration with Haleon, a multinational consumer healthcare company, to make everyday health more accessible for people who are blind, have low vision, or have difficulty reading product labels due to low literacy. This collaboration will expand the functionality in the Microsoft Seeing AI app to provide consumers with more detailed labeling information for over 1,500 Haleon products across the U.S. and U.K. IFS announced features from the IFS Cloud October 2022 release, including enhancements to help customers meet their environmental, social, and governance (ESG) goals, new capabilities that will help global companies connect operations across sites, functions, people, and assets, and intelligent insight and accelerating automation efforts. Salesforce announced Automotive Cloud, a new product built specifically for automakers, dealers, automotive finance groups, and their customers through industry-specific automation, intelligence, and real-time analytics. QAD released its latest enhancements to QAD Adaptive ERP, along with other QAD Adaptive Applications. Qlik achieved the Federal Risk and Authorization Management Program's (FedRAMP) Authorized designation at the Moderate Impact Level (IL) and Department of Defense IL2, making Qlik Cloud Government one of the first SaaS platforms to achieve FedRAMP designation. Aptean announced its acquisition of Frontix BV, a provider of cloud-based Overall Equipment Effectiveness (OEE) and energy management solutions to process manufacturers in the Netherlands, Belgium, and over a dozen other countries across the globe.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

NetSuite wasted no time making significant product announcements at its annual SuiteWorld conference. First, Oracle NetSuite unveiled NetSuite AP Automation which embeds banking services into a cloud ERP system to help organizations improve profitability by making it easier and faster to process bills and pay vendors all from within NetSuite. NetSuite went on to announce NetSuite CPQ to enable sales teams to quickly configure, price, and quote complex products with complete accuracy and reliability, directly in NetSuite. Next, NetSuite demonstrated its commitment to improving warehouse operations with the release of NetSuite Ship Central, a mobile application that helps organizations optimize operations, eliminate manual processes, and accelerate customer deliveries, while equipping warehouse workers with packing and shipping capabilities on a mobile or kiosk device. Finally, NetSuite announced updates to NetSuite Analytics Warehouse, simplifying data management, accelerating time to insights, and providing access to more pre-built third-party data integrations and industry-specific content. Gartner released its Magic Quadrant for Cloud ERP for Product-Centric Enterprises. Within the leader quadrant, Oracle Fusion Cloud ERP, Workday, SAP S/4HANA, and Oracle NetSuite have secured their positions. Microsoft Dynamics 365 and Infor settled into the visionaries quadrant, and finally, the niche players quadrant is concentrated with SAP Business ByDesign, Sage Intacct, Microsoft Dynamics 365 Business Central, and FinancialForce. UKG announced the company has been named the overall Winner in its category for the AnitaB.org 2022 Top Companies for Women Technologists, landing the highest overall score of any company with 1,000-10,000 technical employees. In a separate honor, UKG also earned a “Social Impact” award from Ragan for its UKG Close the Gap Initiative, aimed at reaching pay equity in the workplace, with UKG pledging to continue to invest in education, training, and the technology and tools needed to ensure equity of pay, both internally for UKG and its customers.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

Julian Schrenzel is President and CEO of DyNexus Recruiting & Staffing and has a mission to change people's lives by solving the staffing shortage in the Mid-Market ERP Industry. DyNexus is the engine behind Proactive Sourcing for Sage Intacct, a program exclusively for Sage partners that connects qualified, vetted, interested candidates with hiring managers across the Sage Intacct partner community. Click for more on the $12K per hire Proactive Sourcing for Sage Intacct Program.

In this episode, we talk with Bizzabo's Rachel Heller about how to champion DE&I at every stage of your event plan. Rachel Heller is an event content professional with more than a decade of experience working in the technology space on events ranging from 50 to 50,000 attendees. Heller leads content strategy for Bizzabo-hosted events and contributes to programming for additional thought leadership initiatives. She is a member of the Event Content Council and has held event content strategy roles at Sage Intacct and PTC. She is passionate about crafting diverse, equitable, and inclusive speaker lineups and providing attendees with engaging content. Here's what you'll hear about in this conversation:  How to ensure DE&I hits every corner of your event strategy How to choose a diverse and inclusive speaker lineup How to ensure your event is a reflection of your attendees Simple ways to get started weaving inclusion into your event Mentioned in This Episode “How To Build a Diverse Speaker Lineup for Your Event” The Guide To Building a DE&I-Driven Event Strategy The Event Experience Summit

If you ask anyone their opinion about an ERP system, they will tell you that it's a system designed from the perspective of a CFO. Well, this might be partially true. But most CFOs would disagree with it. As they would not relate with these systems just like you. But there are a few systems that take that CFO perspective to the next level. Their perspective includes the ability to dissect data across multiple dimensions, easy financial report writing, and consolidation and elimination across entities. One such system is Sage Intacct, which is really designed from the perspective of a CFO that takes the financial experience to the next level. But would it have the same experience in other areas as the ERP is supposed to be serving all functions equally well?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to discuss major stories in the ERP and digital transformation space and an objective and independent review of Sage Intacct's capabilities. We covered several grounds, including their strength in finance, global multi-entity capabilities, dimensions, and their report writer. Finally, we reviewed the industries where they win the most and their recent views.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.

In today's podcast, we are talking about payments as a service. You will learn how this can help many different types of businesses as we discuss the features. Payments as a service is an incredible service that most business owners are not aware of. We have a platform, and we will go over all of the features - if you want to book a demo, https://b2bvault.info. So what can you do with payments as a service platform? Transactions - Card Present- Key Entered - E-commerce Payment types - Credit cards and ACH ( electronic check) Send out Text or Email - Payment Requests Recurring Transactions - weekly, bi-weekly, monthly, or Annual Send out Invoices for payment Set up a Custom Hosted Payment Page where customers can pay you 24-7 Set up as many users as you need - no extra cost - and track what they do. Reporting with all types of details Import and Export features to add customers or export data We have API and can set up a Sandbox accounts Integrations - custom or we integrate to Microsoft Dynamics, Sage Intacct, and more. We have all types of companies using our software, and it can be customized and scaled for your business. Carpe Diem - Seize the Day Peace Out!

In today's podcast, we are talking about payments as a service. You will learn how this can help many different types of businesses as we discuss the features. Payments as a service is an incredible service that most business owners are not aware of. We have a platform, and we will go over all of the features - if you want to book a demo, https://b2bvault.info. So what can you do with payments as a service platform? Transactions - Card Present- Key Entered - E-commerce Payment types - Credit cards and ACH ( electronic check) Send out Text or Email - Payment Requests Recurring Transactions - weekly, bi-weekly, monthly, or Annual Send out Invoices for payment Set up a Custom Hosted Payment Page where customers can pay you 24-7 Set up as many users as you need - no extra cost - and track what they do. Reporting with all types of details Import and Export features to add customers or export data We have API and can set up a Sandbox accounts Integrations - custom or we integrate to Microsoft Dynamics, Sage Intacct, and more. We have all types of companies using our software, and it can be customized and scaled for your business. Carpe Diem - Seize the Day Peace Out!