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Future-Proofing B2B Marketing: AI, Omnichannel Strategies, and Decades of Wisdom with Melih OztalayIn this episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sits down with Melih Oztalay, the CEO of SmartFinds Marketing, to explore the seismic shifts currently reshaping the B2B landscape. With a marketing career spanning back to 1987, Melih offers a rare perspective on how to bridge the gap between traditional advertising principles and the hyper-accelerated world of AI-driven engagement. This conversation serves as a strategic roadmap for leaders looking to move beyond single-channel tactics and embrace a holistic, 360-degree approach that leverages cutting-edge technology to drive measurable business growth and long-term client loyalty.Navigating the Convergence of AI and Human-Centric MarketingThe transition from being a traditional agency to an AI-powered marketing powerhouse requires a fundamental shift in how business leaders view their digital presence. Melih explains that the current era of B2B marketing is defined by the rise of "AI Agents"—sophisticated chatbots that act as 24/7 sales representatives, capable of nurturing leads through complex buying cycles before a human ever enters the conversation. By integrating these tools, companies can transform their websites from static brochures into dynamic engagement hubs that qualify prospects based on real-time behavior. This shift doesn't just improve efficiency; it meets the modern buyer's expectation for immediate, accurate information, which can increase conversion rates from a standard 10% to upwards of 30%.To truly thrive, however, these technological tools must be housed within a robust omnichannel strategy that ensures a brand is visible wherever a prospect chooses to engage. Melih emphasizes that "cherry-picking" channels or focusing solely on lead generation without sales alignment is a recipe for stagnation. A successful strategy integrates PR, social media, email, and intent-based platforms into a unified message that builds trust over time. When marketing and sales teams are perfectly aligned, the data gathered from digital touchpoints informs every step of the outreach, ensuring that no lead is wasted and every interaction is personalized to the buyer's specific stage in their journey.Building these systems requires a commitment to long-term investment rather than short-term "quick fixes," a lesson Melih has distilled over nearly four decades in the industry. For SMBs and large enterprises alike, the goal is to create a marketing ecosystem that is both resilient and adaptable. This means automating mundane, repetitive tasks through AI to free up human talent for high-value strategic work. By auditing current channels and focusing on technical integrations that connect CRM data to front-end engagement, organizations can build a sustainable competitive advantage that outlasts the latest marketing fads.About Melih OztalayMelih Oztalay is the CEO and founder of SmartFinds Marketing, a Detroit-based agency with a legacy of innovation dating back to 1987. A pioneer in the digital space, Melih has spent his career helping B2B organizations navigate the evolution of the internet, specialized in omnichannel strategies and the practical implementation of AI in marketing.About SmartFinds MarketingSmartFinds Marketing is a full-service B2B omnichannel agency that specializes in delivering 360-degree marketing solutions. The agency focuses on integrating AI technology, lead optimization, and strategic content to help both Fortune 500 companies and growing SMBs maximize their digital reach and ROI.Links Mentioned in This Episode
In this episode, we sit down with Andrew Jamison, CEO and Co-Founder of Extend, one of fintech's most exciting startups reshaping how businesses manage spend and expense. From his early career leading B2B product innovation at American Express to raising over $70M and scaling Extend into a trusted payments infrastructure partner, Andrew shares the real story behind building a business at the intersection of digital payments, virtual cards, and banking ecosystems.
What does sustainable sales growth really look like?In this powerful episode of #BusinessInfluencers, the President of Growth Plan Partners John Noonan shares 35 plus years of real world experience in building, leading, and transforming sales organizations.Chris Salem explore how business owners can move from inconsistent results to predictable growth by strengthening accountability, refining strategy, targeting the right customers, and building high performing sales teams.If you are serious about unlocking the next level in your business, this episode is packed with clarity, strategy, and actionable insights.#TALRadioenglish #SalesGrowth #BusinessLeadership #SMB #RevenueStrategy #Entrepreneurship #SalesCoaching #PodcastLaunch #GrowthMindset
In addition to buying his own business, Evan DiLeonardi trades buy-side services for equity in other SMB acquisitions.Topics in Evan's interview:Entering the Airbnb spaceJoining Ben Kelly's acquisition groupBuying a commercial cleaning businessBeing a remote “workaholic”Realizing he bought a business in distressFirst year in survival modeGetting a team of great managers in placeHis “Equity in Kind” partner modelEnjoying search more than operationsBuilding a holding companyReferences and how to contact Evan:LinkedInQuality Cleaning ServiceGail Hamilton Azodo on Acquiring Minds: Buying to $4m Across 7 Sites in 3 YearsMeridian Peak CapitalWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryGet a complimentary IT audit of your target business:Email Nick Akers at nick@inzotechnologies.com, and tell him you're a searcherGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron
Ty Wang, cofounder and CEO of Angle Health, breaks down what it means to give back through public service, then shows how that same mindset drives his mission to modernize healthcare for small and midsize businesses. We get into why legacy health plans feel opaque and painful, what an AI native health plan actually changes behind the scenes, and how better data and workflows can create real cost stability for employers.Ty shares his path from a federal scholarship and national service work to Palantir, and why he chose one of the most regulated, least glamorous industries to build in. If you have ever wondered why healthcare feels impossible to navigate, or why renewals can blindside a company, this conversation will give you a clear mental model of the problem and a practical view of what modernization looks like when it actually ships. Key TakeawaysHealthcare feels broken because the infrastructure is fragmented, data is siloed, and even basic questions become hard to answer across inconsistent systemsModernizing healthcare is not just about a new app, it is about rebuilding the operational core so workflows, claims, underwriting, and member experience can run on integrated dataSmall and midsize businesses are hit hardest by cost volatility because they lack transparency, predictability, and negotiating leverage, yet health insurance is often a top line item after payrollA strong approach to regulated markets is collaborative, treat regulators as partners in consumer protection, not obstacles to work aroundMission and impact can be a recruiting advantage, especially when the technical problems are genuinely hard and the outcomes touch real people fastTimestamped Highlights00:40 What Angle Health is, and what AI native means in a real health plan02:05 The scholarship path that pulled Ty into public service and set his trajectory04:06 The personal story behind the mission, the American dream, and why access matters09:38 Why healthcare infrastructure is so complex, and how siloed systems create bad experiences11:33 Why SMBs get squeezed, and how manual administration blocks customization at scale13:20 The real pain point for employers, cost volatility and zero predictability before renewal16:55 Why the tech can expand beyond SMBs, but why the SMB market is already massive19:51 Lessons from building in a regulated industry, and why credibility and funding matter22:26 Hiring for high agency, mission driven talent in a world full of AI companiesA line that sticks“Unless you are lucky enough to work for a big company, these modern healthcare services are still largely inaccessible to the vast majority of Americans.”Pro Tips for tech operators and buildersIf you are modernizing a legacy industry, start with the infrastructure layer, fix the data model, integrate the systems, then automate workflowsIn regulated markets, build relationships early, show how your product improves consumer outcomes, and make compliance a design constraint, not a bolt onWhen selling into SMBs, predictability beats perfection, give customers a clear breakdown of what drives costs and what they can controlWhat's next:If this episode helped you see healthcare and legacy modernization more clearly, follow the show on Apple Podcasts or Spotify and subscribe so you do not miss the next conversation. Also, share it with one operator or builder who is trying to modernize a messy industry.
In a podcast recorded at ITEXPO / MSP EXPO, Doug Green, Publisher of Technology Reseller News, spoke with Gregory Tellone, CEO of Cloud IBR, about simplifying disaster recovery (DR) testing and turning recoverability into a practical, recurring revenue opportunity for MSPs. Cloud IBR is a SaaS platform designed for organizations using Veeam backups. With a single click, the system provisions dedicated bare-metal cloud servers, installs operating systems, restores encrypted backup repositories, configures networking, VPN access, firewalls, and hands off a fully operational environment for either a live disaster or a scheduled recovery test. “Most backup products are great at backup,” Tellone explained. “The problem is knowing whether your backups are actually good and being able to test recovery easily.” The platform addresses a longstanding gap in the SMB market: the complexity and cost of maintaining secondary DR sites and conducting realistic recovery testing. Traditional DR requires duplicate infrastructure, bandwidth, replication management, and ongoing maintenance—often making full testing impractical. Cloud IBR automates that entire process in approximately 20 minutes of onboarding time, enabling monthly recovery testing by default and generating detailed PDF reports documenting every recovered server and recovery time objective (RTO). For MSPs, the opportunity is strategic. Starting at $299 per month, the service provides a low-barrier entry point into customer accounts while strengthening trust and expanding monthly recurring revenue. Tellone described it as a relationship builder: “It's always easier to sell to a customer than to a prospect. You start with something simple that works, and from there you grow.” With automated reporting suitable for cyber insurance applications and RFP responses, Cloud IBR transforms disaster recovery from a checkbox exercise into a demonstrable operational advantage. Visit https://cloudibr.com/
In a podcast recorded at ITEXPO / MSP EXPO, Doug Green, Publisher of Technology Reseller News, spoke with Tomas Sjostrom, CISSP and President of Technology Services at James Moore Co., about how cybersecurity and compliance priorities are evolving for small and mid-sized businesses. Sjostrom explained that James Moore is a long-established CPA firm with more than 60 years of experience serving Florida-based organizations, and nearly three decades delivering IT managed services alongside traditional financial and audit work. As cybersecurity threats increase and regulatory requirements expand, SMBs are showing greater interest in both protecting their environments and demonstrating compliance—often driven by cyber insurance requirements, customer demands, or new business opportunities. A key theme of the discussion focused on how organizations assess and manage cybersecurity risk. Sjostrom emphasized that the process begins with understanding what is motivating a customer's concern, whether it is insurance questionnaires, data protection issues, or compliance mandates tied to industries such as defense contracting. From there, James Moore leverages onboarding and automated discovery tools to establish a baseline and support continuous compliance. “Customers want to meet new requirements as fast as possible, reliably, and without spending excessive time or money,” Sjostrom noted, highlighting the need for scalable and automated approaches. The conversation also touched on AI adoption and compliance readiness. Sjostrom observed that less mature organizations often start with questions around data protection and privacy, while more advanced companies already understand where their critical assets reside and can move more quickly toward compliant AI deployments. As cybersecurity, compliance, and AI increasingly intersect, Sjostrom positioned proactive risk monitoring as a strategic advantage for SMBs working with trusted MSP and advisory partners. Visit https://www.jmco.com/
~ 30% of your new hires will leave before the 90-day mark.Unless you onboard properly. You've already done a lot: you spent thousands on recruitment, vetting, and interviewing. You will pay for them and their training. But without a solid onboarding process, there is a high chance that your investment will walk out the door.Onboarding is quite possibly the easiest and most cost-effective retention activity you can do, yet so many businesses treat it as an afterthought. Or a tedious activity they avoid. So watch the video and make sure you do it! Onboarding isn't just a "nice-to-have" - it's a key bottom-line retention strategy.I'm an HR Consultant to SMBs. Find me at:https://thehrhub.cahttps://www.linkedin.com/in/andrea-adams1/
The Sell More Books Show: Book Marketing, Digital Publishing and Kindle News, Tools and Advice
Top Story: Launch emails that convert https://blog.bookbaby.com/how-to-promote-your-book/book-promotion/high-converting-author-newsletter-examples If you think you're bad at email newsletters, you're not alone, says BookBaby. Many don't seem to know what to say, or when to say it, which often leads to not sending at all, even when they're launching a new book. "Before we get into the examples, it's worth knowing why these [book launch] newsletters convert," says BookBaby. "No matter your genre, [effective book launch] newsletters have five things in common." The first is a reason to open the email; that means a strong, relevant subject line. Once opened, it answers the reader's question of "What's in it for me?" It should help them, give them a sneak peek, or give them something useful. Next, be authentic. Write like an author, not a marketer. "You create deeper connections with your readers by wrapping their hopes, pain, and questions into the narrative and share how your book fits in." Then, give them just the relevant links to your upcoming launch or pre-order, plus maybe a timely link to your most popular series or seasonal promotion they can buy now. The last thing these successful launch emails have is timing; An email newsletter is perfect for teasing your upcoming launch, but don't forget that additional emails are good on launch day, not to mention follow-up emails with bonuses or reminders. Not everyone clicks (or even sees) your first email. BookBaby's simplest example doesn't overthink things. "The subject line can be as simple as 'Preorders open,' while the email body includes a brief story about why you wrote the book. Highlight the benefit to the reader and include the preorder link." If you're featuring limited time bonuses for early buyers or pre-orders, add that, too. Finally, a call-to-action (CTA) suggests that they "Preorder now in your preferred format." Because it's an email, you can includes a P.S., too, with a last-minute reason to purchase, like telling them why they'll enjoy your novel, or fixing a pain point for non-fiction. "This speaks directly to your reader while giving them a simple path to purchase." Trixie Silvertale is here! https://trixiesilvertale.com/
Warehouse operations often highlight the gap between business strategy and execution, particularly as small and mid-sized companies grow. Challenges like fulfillment pressure, inventory inaccuracies, and manual workarounds can turn warehouses into bottlenecks that hinder organizational efficiency. When teams lose confidence in their data, scaling becomes more difficult, leaving leadership reactive instead of proactive.In this episode of Supply Chain Now, Scott W. Luton speaks with Kurt Heusner, CEO of Endpoint Automation Solutions, about warehouse execution in the SMB market. Kurt discusses his experience with growth-focused businesses and emphasizes the importance of time-to-value, adoption, and simplicity over complexity. He explains how trust in systems affects team performance and why warehouses often reveal operational challenges first.The conversation also addresses ERP warehouse modules versus standalone WMS solutions as complexity grows, modular implementation approaches, the ongoing significance of barcoding, and how newer technologies fit into modernization strategies. The episode concludes with insights into Endpoint's peer communities and grant programs designed to enhance warehouse execution without disrupting daily operations.Jump into the conversation:(00:00) Intro(01:36) Meet Kurt Heusner: career and insights(02:52) Kurt Heusner's passion for music explained(04:58) Kurt's journey in SMB technology industry(06:22) Warehouse automation: SMBs' needs and insights(10:46) Cultural impact on technology implementation(11:31) Serving SMBs: key challenges uncovered(14:56) Evolution of endpoint automation solutions explained(17:16) Modular approach to WMS for success(19:30) Final thoughts on SMB problem-solving(23:56) Experience and continuous learning in tech(24:36) The history and evolution of barcoding(26:05) Barcoding's role in modern supply chains(29:06) Integrating technologies with barcoding in operations(31:39) Signs your ERP system needs upgrading(34:05) Building trust in tech and teams(39:33) Peer communities and learning program value(43:00) Grant programs for small manufacturers explainedAdditional Links & Resources:Connect with Kurt Heusner: https://www.linkedin.com/in/kurtheusner/Learn more about Endpoint Automation Solutions: https://endpointas.com/Learn more about Supply Chain Now: https://supplychainnow.comLearn more about our hosts: https://supplychainnow.com/aboutWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform:
America's Credit Unions CEO Scott Simpson reflects on his first 90 days in the role and offers a preview of March's Government Affairs Conference. Barlow Research Managing Partner Sandy Hanson shares new and unexpected insights on how SMBs prefer to engage with financial providers. Also- PayPal's plunge brings another of our 2025 BIGgo squares back into play, and an insider's uncommon take on FTX. Links related to this episode: America's Credit Unions: https://www.americascreditunions.org/ The Government Affairs Conference, March 1-5 in Washington DC- breakout sessions now announced: https://www.americascreditunions.org/events-training/conference/governmental-affairs-conference/breakout-sessions Barlow Research: https://barlowresearch.com/ Deluxe Exchange: https://www.deluxe.com/deluxe-exchange/ Yahoo Finance on PayPal's earnings miss and Elon Musk rumors: https://finance.yahoo.com/news/paypal-tanks-earnings-miss-could-165640023.html Join us for our next CU Town Hall- Wednesday February 18 at 3pm ET/Noon PT- a live and lively interactive conversation tackling the major issues facing credit unions today. This month's session will feature guest Brian Bodell, CEO of Movemint (formerly Digital Storefront). The Town Hall is free to attend, but advance registration is required: https://www.cutownhall.com/ Check out CU Unplugged, an unscripted, participant-powered gathering designed to foster unfiltered conversation on the topics participants most critical. The event is open to all credit union leaders, but the group will be kept intentionally small for maximum impact. Join us March 30 – April 2 at Visa's Market Support Center in San Francisco: Visit https://www.cu-unplugged.com/ to learn more and register. Follow us on LinkedIn: https://www.linkedin.com/company/best-innovation-group/ https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/
WBSRocks: Business Growth with ERP and Digital Transformation
Send a textThis week's enterprise software headlines highlight a market simultaneously accelerating into agentic AI while still wrestling with the structural and legal fallout of past transformation failures. On the innovation front, Genstore's $10M seed round, Tray.ai's launch of the Tray Agent Hub, and new agentic releases from Mendix and OutSystems underscore how aggressively vendors are repositioning around autonomous workflows and AI-first orchestration layers. ServiceNow's unveiling of its AI Experience and Plex's connected worker integration push the same narrative into IT service management and manufacturing operations, signaling that agentic concepts are no longer confined to experimental edges of the stack. At the same time, a parallel storyline of governance and execution risk is playing out, with Zimmer Biomet's $172M ERP lawsuit against Deloitte, Europe's continued delays fixing a troubled Oracle system, Daedong USA's faltering ERP injunction, and the EU Commission's investigation into SAP's practices reinforcing how fragile large-scale enterprise transformations remain. Together, these developments paint a bifurcated 2026 landscape: rapid platform innovation driven by AI ambition on one side, and unresolved accountability, regulatory scrutiny, and implementation risk on the other.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=m3VmbEsy5uQQuestions for Panelists?
Most B2B marketing fails for one simple reason: it forgets how persuasion actually works.That's why Mad Men still hits. Beneath the suits, pitches, and personal drama, it's a masterclass in what actually moves people. In this episode, we break down its B2B marketing takeaways with the help of our special guest Fahad Muhammad, Former VP of Marketing at TealBook.Together, we explore why fundamentals matter more than tactics, why emotion drives demand, and how originality is the only real advantage left in modern B2B marketing.About our guest, Fahad MuhammadFahad is a revenue-centric and data-driven marketing leader with 17 years of experience in strategic marketing at severalSaaS/Tech companies ranging from start-ups, SMBs to enterprise organizations. Specializing in demand creation and generation, he takes a data driven approach to identify unique growth opportunities in order to drive revenue and foster meaningful connections with customers. He is a diehard college football fan (Sun Devil for life!) and attends ASU's homecoming game each fall. An avid reader, he loves to read with a cup of his favorite coffee in hand.What B2B Companies Can Learn From Mad Men:Anchor on positioning before you touch tactics. Fahad's biggest takeaway from Mad Men is that modern B2B often skips the hard thinking and jumps straight to execution. The show strips marketing back to its core, and the lesson is uncomfortable in its simplicity. As he puts it, “This discipline is around three core things. It's about positioning, it's about having a very compelling piece of creative… and then the last piece is really understanding who your audience is.” The danger for B2B teams is mistaking activity for strategy. If positioning is fuzzy, no amount of optimization will save it. Get the foundation right first, or everything else is just noise.Emotion is the real differentiator. Fahad makes it clear that cutting through the noise is about resonance. He says, “Something that does speak to us, no matter what medium [it's in], is always going to cut through the noise.” Mad Men works because it understands human psychology hasn't changed, even if the channels have. For B2B marketers, the lesson is simple: logic might justify the purchase, but emotion earns attention. If your message doesn't connect at a human level, it won't survive the noise long enough to matter.Originality beats borrowed playbooks. Fahad warns that one of the fastest ways for B2B brands to disappear is by copying what already worked for someone else. Mad Men celebrates originality because it shows how differentiation is built through conviction, not consensus. As Fahad puts it, “They're not taking the shortcut route of copy pasting or referencing creative… they are elevating themselves and going through their own version of creative.” In a world where everyone has access to the same tools, the only sustainable advantage is saying something true in a way only you can. That's what people remember.Quote“ Everybody has the same access to the tools now. They can do the same thing. And the playing field is more level than ever. So how do you now cut through the noise? It still goes back to the core elements of: How strong is your positioning? How strong is your creative? Are you really thinking [that] this is going to cut through the noise and is it going to move people?”Time Stamps[00:55] Meet Fahad Muhammad, Former VP of Marketing at TealBook[01:37] Why Mad Men?[04:28] Role of VP of Marketing at TealBook[05:20] Behind-the-Scenes of Mad Men[09:21] B2B Marketing Takeaways from Mad Men[32:08] The Role of AI in Marketing[42:43] How to Connect Content to Your Marketing Strategy[45:44] Advice for First-Time VPs of Marketing[47:19] Final Thoughts and TakeawaysLinksConnect with Fahad on LinkedInLearn more about TealBookAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Medcurity Podcast: Security | Compliance | Technology | Healthcare
Discover why 2026 is the breakout year for software affiliates. We unpack twenty billion dollar projections, recurring commission models, AI personalization trends, and how SMBs are fueling explosive SaaS adoption. Learn which niches JVs should target now. MunchEye City: London Address: London Office 15 Harwood Road, , London, England United Kingdom Website: https://muncheye.com/
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textWhile most modern CRMs offer basic marketing automation, those native modules are typically optimized for simple campaign execution and lead nurturing and often lack the depth, specialization, and innovation velocity of dedicated platforms. This list therefore prioritizes best-of-breed systems that function as a true operational hub for marketing teams and demonstrate meaningful ecosystem penetration across data platforms, content systems, ad-tech tools, and analytics layers. Because integration complexity in this category is generally lower than in core transactional systems, a best-of-breed strategy is structurally viable, ensuring the platforms included are tightly aligned with the real-world needs of modern marketing organizations rather than serving as secondary feature sets within sales- or service-centric suites.In this episode, our host Sam Gupta discusses the top marketing automation systems in 2026. He also discusses several variables that influence the rankings of these marketing automation systems. Finally, he shares the pros and cons of each marketing automation system.Video: https://www.youtube.com/watch?v=88hYJ_rw3v4Read: https://www.elevatiq.com/post/top-marketing-automation-systems/Questions for Panelists?
In this episode, Gordon Borrell and Corey Elliott put their own assumptions about local advertisers to the test by bringing in Shannon Kinney, founder of Dream Local Digital, who has worked with more than 90,000 businesses. Together, they unpack what SMBs really think about marketing today: deep skepticism toward inflated audience claims, an obsession with proving ROI, and a pragmatic—if still uneven—embrace of AI as a “happy intern” rather than an all-knowing oracle. The conversation challenges the idea that email and traditional media are dead, showing instead that targeted newsletters and branded content can still perform, while underscoring that scattered, low-budget tactics are often the real culprit behind disappointing results. The episode ultimately lands on a nuanced truth: local advertisers aren't anti-media or blindly pro-digital—they're searching for trust, clarity, and partners who can help them connect the dots between marketing effort and real business outcomes. Stay in the loop with all things Borrell when you join our Research Alert Lists.As always, thank you for listening. If you like the episode, leave us a review! Want to join the conversation? Share your comments at borrellassociates.com/podcast.
Learn how small businesses are using AI-powered content strategies to dominate search results and compete with industry giants. From three-hundred-percent ROI boosts to capturing substantial traffic, this episode reveals the automation secrets leveling the digital playing field. To read more, visit https://ampifire.com/blog/what-is-multicasting-the-future-of-content-repurposing-syndication/?utm_source=chatgpt.com AmpiFire City: London Address: London Office 15 Harwood Road, , London, England United Kingdom Website: https://ampifire.com/
Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we explore how AI driven video intelligence is helping businesses move beyond basic security toward smarter, more proactive operations.Our guest is Michael Scott, Chief Marketing Officer at Solink. With a background in cybersecurity and experience building global marketing teams, Michael shares how Solink turns everyday security cameras into powerful business assets through AI and operational insights.Key HighlightsFrom Reactive to Proactive: How Solink helps SMBs address risk, efficiency, and decision making in real time. Accessible AI Video Intelligence: How enterprise grade innovation is delivered in a simple, cost effective way for small businesses. Value Beyond Security: Real examples of SMBs using video data to uncover operational issues and improve performance. Scaling with Simplicity: How Solink balances rapid growth and innovation while serving over 35,000 SMB customers. Leadership and Future Vision: Lessons in building high impact growth engines and Solink's long term direction.Special Thanks to Our Partners:UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/ADP Canada: https://www.adp.ca/en.aspxFor more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.
The Operator's Guide to AI Tool Selection (Before Your CEO Buys Another One) Your entrepreneur is excited about another AI tool, but before you add it to your tech stack, you need to know this: MIT research shows that 95% of AI investments have produced zero returns at the company level. The Salesforce disaster is the perfect case study: they laid off 4,000 employees to pivot to AI (after promising it wouldn't impact jobs), then had to pivot back when the large language models proved unreliable and experienced drift. As operators and Seconds-In-Command, you're fielding these AI tool requests constantly, but most SMBs aren't ready for agentic AI or even vibe-coded applications that pose serious security risks (60% of businesses shut down after a cyber attack). In this episode, host Megan Long covers some basic frameworks and points of skepticism to be aware of before adopting any AI tool - agentic or vide-coded. Beyond ROI concerns, there are real ethical considerations. Being intentional about AI tool selection isn't just about avoiding wasted budget; it's about building efficiencies responsibly without compromising security or causing harm. You'll hear all about: 00:29 - Introduction: The plethora of AI tools promising the world and how operators are fielding these from excited CEOs 00:59 - Origin story: Second First Mastermind quarterly cohort meetings and how vendor selection became a hot topic 01:49 - The 6 critical questions to ask before purchasing any software or tool (pull up your notes app!) 02:57 - The overwhelming answer: Yes, we've all wasted significant time and money on failed software purchases 03:14 - The AI reality check: MIT research shows 95% of AI investments have produced zero returns 03:36 - The nuance: Individuals find personal efficiencies, but company-level P&L shows no benefits 03:45 - Surprising finding: Most AI investments go to Sales & Marketing instead of Operations 03:59 - Salesforce case study: Laid off 4,000 employees for AI, then had to pivot back when it failed 04:40 - Vibe coding concerns: Security and compliance risks when beginners code their own apps 05:18 - The scary stat: 60% of businesses shut down following a cyber attack 05:43 - What is agentic AI and why it sounds so promising (systems that act autonomously on your behalf) 06:14 - Why most SMBs aren't ready: Clean your house before inviting the AI guest over 06:52 - Four guidelines for selecting AI tools: Start low-cost, tie to value creation, plan to scale, use KYA framework 08:11 - The Know Your Agent (KYA) framework: Capability, behaviors, decision tracing, abuse prevention, sandboxes, and human overrides 09:15 - Soapbox moment: Using AI ethically and understanding why people are anti-AI 09:50 - The creative industry impact: Animation directors, musicians, and the elimination of royalties 10:27 - Other ethical concerns: Deepfakes, surveillance, misinformation, environmental harm in rural communities Rate, review & follow on Apple Podcasts Click Here to Listen! OR WATCH ON YOUTUBE If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode. Links mentioned in the episode: Second First Membership Second First One-on-One Coaching Second First on Instagram Second First on LinkedIn Megan Long on LinkedIn
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textAI-native ERP platforms are fundamentally redefining what buyers should expect from enterprise systems, not just in how they automate work, but in how they are architected, implemented, and governed over time. In this independent, evidence-based review of DualEntry—one of the most visible AI-first ERP platforms—we move beyond vendor marketing to evaluate its data model, product design philosophy, investor alignment, market positioning, customer narratives, and community discourse, all through the lens of a real-world ERP selection project. The analysis then benchmarks DualEntry against both AI-native peers and traditional ERP platforms to surface where these systems deliver material advantages, where structural tradeoffs emerge, and what long-term risks may be accumulating beneath the innovation narrative. Designed for executives and ERP selection teams, the session provides a selection-ready framework to determine whether AI-native ERP platforms like DualEntry genuinely fit your business model, industry complexity, and growth trajectory.In this episode, Sam Gupta and Shrestha Dash from ElevatIQ, Andy Pratico from Essential Software Solutions, and Phil Coerper from Ringling Business Solutions conduct an in-depth independent review of a leading AI-native platform DualEntry.Video: https://www.elevatiq.com/events-and-webinars/dualentry-an-ai-native-erp-platform-an-independent-in-depth-review/Questions for Panelists?
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper talk with Kevin Thomas and Drew Hyatt, co-founders of Omniga, about solving persistent issues in bookkeeping and the monthly close process for small and mid-sized businesses. They discuss how finance leaders often struggle with unreliable data and how Omniga is creating a more structured, review-ready accounting workflow.Kevin Thomas brings a background in corporate FP&A and a CFA perspective. His hands-on experience with messy books and data integrity problems in SMBs led him to co-found Omniga. Drew Hyatt is a technology leader with a background in FinTech integrations and data pipelines. He previously worked in construction finance and medical supply chains, building systems that manage high-volume, rule-based transactions.In this episode, you will discover:Why clean financial data is essential for any finance function to scale.What makes SMB accounting workflows difficult and how Omniga is addressing it.How Omniga uses automation to classify, normalize, and escalate accounting entries.The structure of a scalable, review-focused operating system for fractional CFOs.Kevin and Drew share how Omniga is tackling the core challenges of bookkeeping and monthly close for SMBs. Their approach brings structure, control, and scalability to finance operations where it's needed most.Follow Kevin:LinkedIn: https://www.linkedin.com/in/kevin-a-thomas/Company: https://www.linkedin.com/company/omniga-ai/Follow Drew:LinkedIn: https://www.linkedin.com/in/drew-a-hyatt/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:15] - Meet Kevin and Drew[01:28] - Why Omniga Started[04:38] - Drew's Tech Background[07:04] - The Name “Omniga”[10:33] - Controlling AI Output[13:57] - Guardrails and Escalation[16:18] - Final Thoughts
In this episode of Hustle & Flowchart, host Joe Fier sits down with entrepreneur and systems expert Brad Hart. Together, they explore how AI and robotics are transforming business and why now is the most exciting (and urgent) time for entrepreneurs to leverage these tools. Brad Hart shares his journey—what he'd do if starting over, how to build systems for true leverage, and why small businesses must lead the coming wave of technological change. From real-life success stories to actionable frameworks, this conversation is packed with forward-thinking strategies for building scalable, future-ready businesses.Topics DiscussedA New Era of Abundance: Brad Hart discusses the potential for AI and robotics to solve age-old challenges and what a “utopia” could mean for business and society.Why Small Businesses Matter: The gap between big tech's focus and the real needs of small and medium businesses—and why SMBs can't be left behind.Building Leverage with AI: Steps to identifying processes you can automate, from onboarding to operations, and freeing up human potential.Framework for Scaling: Brad Hart unveils his 4 Ps for system-building: Plan, Prompt, Produce, Polish (and a fifth: Platformatize).Tribe Coding vs. Vibe Coding: The power of collective learning, why masterminds matter, and how “tribe coding” accelerates innovation.Real-World Case Studies: How automating a medical onboarding process cut work from 120 hours to less than one—and what that means for scale.Mindset Shift for the Future: Why every industry is about to be disrupted, how to lead change (not follow it), and the new rules for staying in business past 2030.Introducing Optimus & the Mastermind: Brad Hart's platform to connect, automate, and scale business operations without coding.The Human Element: Why it's not about replacing humans, but empowering them to be more creative, impactful, and fulfilled.Resources MentionedSee what Brad is building over at Optimus: https://buildwithoptimus.com/Get some FREE Training from Brad: https://buildwithoptimus.com/trainings/Connect with Joe Fier
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThis week's enterprise software news highlights a widening gap between glossy innovation narratives and the hard operational and governance realities shaping buyer risk. On the innovation side, BlackLine's launch of Verity for the Office of the CFO, Tray.ai's Agent Hub, Genstore's $10M seed round, and Blue Yonder's new TMS features underscore the accelerating push toward AI-enabled automation and orchestration layers across finance, integration, and supply chain. Versori's partnership with Fluent Commerce and Acumatica's 2025 R2 update further signal growing emphasis on ecosystem connectivity and incremental platform modernization. At the same time, the darker counterpoint is impossible to ignore: Zimmer Biomet's $172M ERP lawsuit against Deloitte, a major European city council's continued delays in fixing a failed Oracle system, and the EU Commission's investigation into SAP's practices reinforce how execution risk, vendor governance, and regulatory scrutiny are now front-and-center issues for enterprise buyers. Taken together, these developments reflect a market bifurcating between rapid AI-driven experimentation and escalating consequences for large-scale ERP missteps—raising the strategic stakes for both technology selection and transformation leadership.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=_tFlYu6W_iwQuestions for Panelists?
Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Vadim Rogovskiy, CEO and co-founder of Eve, an AI-powered sales enablement tool designed specifically for founders and small business owners. Vadim Rogovskiy shares his unique journey as a serial entrepreneur—from selling and exiting previous startups to launching Eve after discovering the challenges small businesses face managing leads without traditional CRMs. Together, Ben Murray and Vadim Rogovskiy dive into Eve's early days, its customer-first approach, the founding story, and how AI is transforming sales for SMBs. You'll hear insights on fundraising in today's fast-moving AI market, lessons learned across multiple ventures, and how grassroots, founder-led marketing is key in cutting through industry noise. Whether you're scaling your SaaS startup or curious about AI's impact on modern sales and revenue models, this episode is packed with real-world advice and thoughtful analysis on building and growing a successful tech company. Let's jump into the conversation! Show Notes: 00:00 "Building EVE from Event Insights" 03:09 "Startup CRM Challenges and Demand" 08:59 "Sustainable Growth Over Hype" 10:46 "Prioritize IRL and Founder-Led Growth" 14:27 "Founder Discusses Early Fundraising Journey" 18:10 "Qualitative KPIs and User Growth" 20:53 "Achieving Product Market Fit" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/eve-raises-2-million-in-pre-seed-round Vadim Rogovskiy's LinkedIn: https://www.linkedin.com/in/vadim-rogovskiy/ Eve AI's LinkedIn: https://www.linkedin.com/company/joineveai/ Eve AI's Website: https://joineve.ai/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThe top retail digital transformation trends for 2026 capture a fundamental shift from incremental modernization to structural re-architecture, driven by the collision of macroeconomic headwinds and on-the-ground operational strain. Geopolitical volatility, persistent inflation, and a cooling global economy are tightening capital discipline and reshaping risk tolerance, while margin compression, rising fulfillment complexity, and escalating customer expectations are forcing retailers to reengineer how work actually gets executed across merchandising, supply chain, and customer operations. This framework is intentionally practical, not theoretical: it helps retail buyers diagnose architectural fragility and sequence modernization investments with economic reality in mind; it signals to software vendors where R&D will generate durable market pull rather than novelty-driven noise; and it gives executives a forward-looking map of which platforms, data strategies, and functional ecosystems are accumulating strategic gravity as the industry resets.In this episode, our host Sam Gupta discusses the top 10 retail digital transformation trends in 2026. He also discusses how these trends would impact business models and the specific steps executives need to take as they plan their retail transformation initiatives. Finally, he shares the advantages for these strategies and how they would help navigate current macroeconomic headwinds.Video: https://www.youtube.com/watch?v=aN8BupegUZ4Read: https://www.elevatiq.com/post/top-retail-digital-transformation-trends/Questions for Panelists?
In this episode, Lex speaks with John Caplan — CEO of Payoneer, a public fintech company driving over $85 billion in annual cross-border payment volume. With roots as a prepaid card provider, Payoneer has evolved into a global financial operating platform serving 2 million entrepreneurs across 190 countries.Caplan shares insights from his entrepreneurial journey—from building OpenSky and scaling it to $50 million in revenue before its acquisition by Alibaba, to now leading Payoneer's transformation into a full-service banking alternative for global SMBs.We explore how Payoneer is addressing the complex financial needs of international businesses, competing in a dynamic payments landscape, and preparing for a future that includes stablecoins, workforce management, and potentially $1 trillion in annual volume.NOTABLE DISCUSSION POINTS:Payoneer's Strategic Evolution from Payout Processor to Global SMB Bank AlternativeUnder John Caplan's leadership, Payoneer expanded beyond marketplace payouts to become a comprehensive cross-border financial platform, offering AR/AP, intra-network transfers, cards, and global workforce management. This shift has significantly increased customer retention, take rate, and profitability—highlighting how product expansion and upmarket focus can unlock durable growth in fintech.Execution Over Hype in Global Fintech InfrastructurePayoneer operates in 190 countries with 100+ banking partners and 7,000 payment routes—demonstrating the importance of deep regulatory compliance, local licensing, and multi-entity support in building resilient cross-border infrastructure. Unlike crypto-native entrants, Payoneer emphasizes last-mile utility and customer trust as core differentiators for scaling in complex markets.Profitable Scale and Global Demand for SMB Financial ServicesWith $1B+ revenue, $200M+ EBITDA, and $7.5B in customer funds held, Payoneer is proving that serving cross-border SMBs is not just a mission, but a highly profitable business. Their customer base spans from Bangladeshi freelancers to European firms doing $1M+ in volume, signaling massive, underserved global demand for modern financial tools outside the traditional banking system.TOPICSPayoneer, Alibaba, OpenSky, Stripe, Wise, Airwallex, Mercury, NuBank, digital banking, embedded finance, stablecoins, blockchain, regtech, B2B payments, SPAC, supple chain, ecommerce ABOUT THE FINTECH BLUEPRINT
Learn how to adapt and evolve your business to thrive through market disruptions and scale beyond seven figures. I sit down with Itai Sadan to explore why the ability to adapt and evolve separates good entrepreneurs from exceptional ones. Itai shares the raw story of building Duda from a garage startup to a company hosting over one million websites, including the pivotal moment when declining revenues forced a complete product pivot. From escaping the founder's trap to navigating the mobile revolution and now AI disruption, this conversation delivers hard-won lessons on staying ahead of market shifts, persuading your team through change, and why you don't have to be first to win. Itai Sadan is the co-founder and CEO of Duda, a white-label website builder serving digital marketing agencies and SaaS platforms worldwide. He launched the company in 2008 from his garage in Mountain View with his high school friend Amir Glatt after recognizing the shift toward mobile internet. Prior to Duda, Itai held positions at SAP and Amdocs and founded InterSight, a data storage startup, at age 21. His insights on SMBs, digital agencies, and online marketing have been featured in USA Today, TechCrunch, The Huffington Post, and more. Itai holds a BSc in Computer Science and Mathematics from Ben Gurion University in Israel. KEY TAKEAWAYS: The founder's trap happens when everything depends on you, and escaping it requires hiring for your weaknesses first. Building a business is an ultra-marathon, not a sprint, so find a sustainable pace that allows for continuous learning. Market dynamics will thrust challenges upon you regardless of revenue milestones, so stay attuned to shifts beyond your control. When pivoting, use data and customer feedback to persuade your team rather than pulling rank as the boss. AI won't take your job, but a competitor using AI better than you will. You don't have to be first to market because Google, Facebook, and others all came after early movers and still won. Niching down and being crystal clear on who you serve positions you perfectly for the AI-forward buyer's journey. Surround yourself with mentors and smart people to play intellectual ping pong and spot blind spots you'd miss alone. Connect with Itai Sadan: Website: https://www.duda.co LinkedIn: https://www.linkedin.com/in/itaisadan Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites: www.PredictableProfits.com www.predictableprofits.com/community https://start.predictableprofits.com/community
In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper sit down with Kevin A.Thomas and Drew Hyatt, the co-founders of Omniga, to discuss the often-overlooked but critical challenges facing small business finance teams. While enterprise companies get most of the attention, Kevin and Drew are focused on the backbone of the economy, businesses under $30 million in revenue—and the unique struggles they face when it comes to closing the books, managing data, and generating strategic insight.Kevin A.Thomas, CFA, is the founder of Omniga and a seasoned strategic finance leader focused on scaling digital businesses. Kevin is passionate about rebuilding the back office to help businesses make smarter decisions, faster. Drew Hyatt is the Co-Founder and CTO of Omniga. He plays a key role in architecting Omniga's infrastructure, translating complex workflows into scalable technology for finance teams.In this episode, you will discover:Why clean books are the foundation for strong financial decisionsThe hidden risks in small business bookkeeping and how to fix themThe difference between replacing tasks and supporting human judgmentHow to expand from bookkeeping to full finance strategy supportHow to structure a finance workflow that scales with your businessKevin and Drew leave us with a clear message: better finance starts with a stronger foundation. By focusing on clean books and scalable workflows, Omniga is reshaping how small businesses manage finance. It's not about replacing people, it's about empowering them to do more with less.Join hosts Glenn and Paul as they unravel the complexities of AI in finance.Follow Kevin:LinkedIn: https://www.linkedin.com/in/kevin-a-thomas/Company: https://www.linkedin.com/company/omniga-ai/Follow Drew:LinkedIn: https://www.linkedin.com/in/drew-a-hyatt/Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[00:00] –Trailer[03:39] – Why They Started Omniga[07:11] – Drew's Tech Journey[09:28] – What...
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThis cluster of announcements illustrates how enterprise software vendors are converging on monetizable AI, composable ecosystems, and domain-specific depth rather than headline platform reinvention. Product expansions such as BillingPlatform's RevenueIQ suite, Epicor's outcomes-based ERP AI agent, and BlackLine's Verity for the CFO signal a shift toward AI that is tightly anchored to measurable financial and operational outcomes. At the same time, M&A and alliances—including IFS acquiring 7bridges, Salesforce's planned acquisition of Regrello, QAD partnering with Esker, and Versori partnering with Fluent Commerce—reinforce a strategy of filling execution gaps through targeted capabilities rather than broad-suite sprawl. Underpinning much of this activity, Oracle's deployment of GPT-5 across its database and SaaS portfolio underscores how foundational AI services are becoming embedded infrastructure, while workforce and go-to-market expansions from ActivTrak and Capacity's acquisition of KLaunch highlight continued investment in productivity, adoption, and execution at the edges of the enterprise stack.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=KdCqxl1NXBIQuestions for Panelists?
Episode InfoJeff Radke is CEO and Co-Founder of Accelerant, a technology-fueled insurance platform that empowers MGUs to more effectively and confidently serve small and medium enterprises. He has spent his career working across all areas of the insurance value chain, from underwriting to reinsurance in global markets. Prior to Accelerant, Jeff spent a decade at Argo Group International Holdings, but he became frustrated with thelegacy system's antiquated technology and emphasis on maintaining their position in the value chain over doing right by the customer. This inspired him to co-found Accelerant to enable data-driven innovation and collaboration that puts customers first. Accelerant rebuilds the way that underwriters share and exchange risk to improve outcomes for everyone, with a focus on the SMBs that power our global economy and their niche insurance needs. Jeff was previously a guest on the show, and you can catch that episode here. Episode Overview: Accelerant's IPO Journey: Successful Public Offering: Accelerant completed its Initial Public Offering (IPO) in July 2025. Timing Was Right: Radke believes the IPO occurred at the opportune moment, as the business model had become clearly defined and demonstrable to investors. He suggests it couldn't have happened much sooner. Market Conditions: The market timing for the IPO was favorable. Long-Term Vision: The IPO supports a long-term strategy, with the company prioritizing a 5-10-15 year horizon rather than short-term quarterly results. This contrasts with some other tech IPOs that focus on immediate performance. Investor Communication: Transparency with investors about expectations is crucial, and the company runs the business for the benefit of its customers and platform participants. Learning Experience: The post-IPO period, including initial market reactions and earnings announcements, served as a valuable, albeit challenging, reminder to focus on running the business exceptionally well and managing investor expectations. Accelerant's Mission & Problem Solved: Addresses a gap in the market for specialized underwriting talent moving to MGAs without adequate support. Recognizes the shift of risk retention to larger insurance companies, leaving a need for capacity. The Accelerant Platform: Aims to be the "rails" for specialty insurance. Focuses on: Smooth, transparent data flow. Efficiently connecting MGAs to risk capital. Leveraging technology and AI for data analytics and portfolio management. Growth & Key Initiatives: Serves 265 MGA members and partners with 17 insurance companies and 90+ capital providers. Mission: An Accelerant-owned entity providing a safety net and support for underwriters transitioning to MGAs. Risk Exchange: Facilitates capital matching for underwriters, with a focus on long-term network effects and data growth. The Evolving MGA Landscape: MGAs are growing significantly faster than the broader industry. Technology is enabling specialization and a "handoff" model across the value chain. This disaggregation is a natural progression, mirroring trends in other industries. Specialized coverage is increasingly in demand due to the complexity of modern businesses. Addressing Industry Inefficiencies: Identifies high expenses in areas like claims, underwriting, and actuarial functions as a key challenge. Advocates for mutualizing these expenses through centralized, technology-driven platforms like the Risk Exchange. Contrasts this with the traditional model where many companies perform the same functions sub-optimally. Differentiating Accelerant: Focuses on long-term viability and underwriting expertise, not just hype. Prioritizes serving members and capital partners with a service-minded approach. Offers a more efficient and effective alternative to traditional and some other insurtech models. This episode is brought to you by The Future of Insurance book series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.
On this episode of The SaaS CFO Podcast, Ben Murray welcomes Nick Holzherr, serial tech founder and the driving force behind GitLaw—an innovative AI-powered legal platform. Nick Holzherr shares his entrepreneurial journey, from exiting previous ventures like Whisk and Air HR, to launching GitLaw earlier this year with $3 million in backing. The conversation goes deep into the frustrations of traditional legal services, how GitLaw leverages trusted templates and advanced AI orchestration for SMBs, and what sets their product apart from simply using ChatGPT for contracts. You'll hear about go-to-market growth loops, the challenges of scaling in the rapidly evolving AI landscape, and Nick Holzherr's focus on building a product that customers love and trust. Whether you're interested in SaaS metrics, team dynamics, or the future of AI in legal tech, this episode is packed with insights from a founder who's in the thick of it. Show Notes: 00:00 "Revolutionizing Legal Services with AI" 04:09 "Contract Review and Market Standards" 09:10 "Building Success with Trusted Team" 11:45 AI-Powered Legal Document Collaboration 15:19 "Startup Uncertainty Amid Rapid Growth" 18:35 "Challenges in Marketing Metrics Transparency" 21:24 Retention and User Feedback Focus 22:51 "Balancing SaaS Margins and Costs" 26:33 "Making AI Trustworthy and Useful" 29:03 Git.law Service Overview Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/gitlaw-raises-3-million-in-funding Nick Holzherr's LinkedIn: https://www.linkedin.com/in/nickholzherr/ GitLaw's LinkedIn: https://www.linkedin.com/company/gitlawco/ GitLaw's Website: https://git.law/ To learn more about Ben check out the links below:Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textWhen evaluating the CRM category, our analysis intentionally moves beyond CRM modules embedded within ERP systems and instead focuses on best-of-breed CRM platforms and the full spectrum of capabilities that define modern customer engagement. This includes not only core operational CRM functions such as sales force automation and pipeline management, but also upstream marketing automation, downstream customer experience and service workflows, contact center operations, events, search, and the increasing convergence with CMS and website capabilities that anchor the digital customer journey. While vendors may brand these pillars as Sales Cloud, Marketing Cloud, or reposition them around AI- and agentic-workflow narratives, the underlying architecture remains consistent, and strategic orientation matters: some platforms are designed for specific micro-verticals with tightly integrated suites, while others pursue broad horizontal coverage. These choices materially affect extensibility, process design, and long-term fit, particularly across B2B versus B2C use cases, where many CRM systems struggle with complex B2B sales cycles—driving continued demand for low-code and no-code customization and deeper integration across CRM, eCommerce, and CMS ecosystems.In this episode, our host Sam Gupta discusses the top 10 CRM systems in 2026. He also discusses several variables that influence the rankings of these CRM systems. Finally, he shares the pros and cons of each CRM system.Video: https://www.youtube.com/watch?v=kBLUBdDuWQcRead: https://www.elevatiq.com/post/top-erp-systems/Questions for Panelists?
Local advertisers have shifted from seeking reach to demanding proof. Reminiscent of a dozen years ago when Facebook revenue exploded, TikTok seems at the same inflection point with a new measurement tool, TikTok Pixel. In this episode, Corey & Gordon Borrell dig into fresh research about businesses obsessed with measurements and reach a counterintuitive insight:The future of local advertising may not belong to just pixels and clicks, but to a smarter, full-funnel mix that includes a dose of good instinct as well. Stay in the loop with all things Borrell when you join our Research Alert Lists. As always, thank you for listening. If you like the episode, leave us a review! Want to join the conversation? Share your comments at borrellassociates.com/podcast.
Amplio operates a two-sided marketplace that helps manufacturers monetize surplus inventory and decommissioned industrial equipment rather than writing off assets or paying for disposal. The company has won contracts with GM and SpaceX despite competing against liquidators with 30-year local relationships. In a recent episode of BUILDERS, we sat down with Trey Closson, Co-Founder and CEO of Amplio, to unpack how the company executed a complete business model pivot from supply chain risk software to marketplace, discovered that enterprise deals close faster than SMB despite conventional wisdom, and built repeatable GTM motions in a fragmented $100B+ market previously dominated by local operators. Topics Discussed: Executing Amplio's pivot from supply chain risk software to surplus inventory marketplace Moving four truckloads of inventory through a WeWork to prove the business model Closing GM and SpaceX inbound from Google Ads as the PMF validation signal Displacing 30-year incumbent relationships through corporate + local dual threading Why enterprise contracts closed faster than SMB deals in Amplio's specific context Scaling beyond founder-led sales to repeatable AE motions Operating a two-sided marketplace: supply acquisition strategy vs. demand conversion GTM Lessons For B2B Founders: Manual heroics prove economics before automation: When a customer offered Amplio $25 million in surplus inventory, Trey had no warehouse, no logistics infrastructure, and no playbook. What was supposed to be four pallets became four full truckloads delivered to their WeWork. Trey and one employee physically moved inventory boxes off pallets into their office space, then figured out how to sell it while the WeWork management threatened eviction. The core insight: "the first time solving a problem, it doesn't need to be an automated, efficient process, it just needs to be okay. A customer has a problem, we need to figure out a way to solve that problem." Only after proving they could profitably solve the problem multiple times did they invest in automation and efficiency. For founders, the implication is clear—delay infrastructure investment until you've manually proven unit economics and repeatability, even if execution requires unsustainable effort. True PMF signals come from zero-relationship wins: Trey leveraged 15 years of supply chain relationships to secure initial customers and build product infrastructure. But he identifies the precise PMF inflection point: "middle of last year, we had both GM and SpaceX respond to a Google Ad." These companies had zero connection to Trey or his co-founder, found Amplio through SEM, and chose them over traditional liquidators they'd worked with for years. This is the distinction between "my network will buy from me" and "the market will buy from us." Founders should use their Rolodex to achieve velocity and prove the concept, but recognize that true product-market fit only exists when customers with no founder relationship choose your solution over established alternatives. Enterprise velocity depends on payment direction and urgency profile: Amplio deliberately focused on enterprise after being told by multiple founders to avoid "hunting whales." They discovered enterprise closed faster than SMB for three structural reasons. First, SMBs had unrealistic recovery expectations—wanting $900K back on $1M inventory when market reality is cents on the dollar, creating unresolvable expectation gaps. Second, enterprises had the problem across 100+ facilities with no dedicated owner and urgent mandates from finance or supply chain leadership. Third, because Amplio pays customers rather than charging them, legal review velocity increased dramatically. As Trey explains: "the lawyers thankfully determine, because we're not getting paid by them, that there's low risk for them in terms of signing a contract with us." Founders should map their specific deal structure and customer urgency profile rather than defaulting to SMB-first based on generic advice. Displace entrenched relationships through dual-threading: The surplus liquidation market is hyper-fragmented with hundreds of thousands of local liquidators, many holding 30-year plant-level relationships. Amplio's breakthrough: "partnering together with that person at the corporate level we can indicate not only can we solve the problem locally, but we can also do it across the entire enterprise." They pair the local plant manager with corporate procurement or finance leadership, demonstrating local problem-solving plus enterprise-wide scalability that local liquidators cannot match. This dual-threading strategy neutralizes the incumbent's relationship advantage while showcasing the efficiency and consistency that corporate leadership values. For founders entering relationship-driven markets, identify the corporate stakeholder whose enterprise-wide objectives trump individual facility loyalty. Accelerate trust through predictable execution in low-NPS markets: Industrial liquidation is a "really low NPS industry—nobody loves working with their liquidator." In markets with poor customer satisfaction and commoditized offerings, trust accelerates when you focus on "say-do ratio"—if you commit to something, execute it. Amplio often solves adjacent problems outside their core offering and frequently removes inventory from warehouses faster than economically optimal to make customers "look like an absolute hero." This over-delivery in low-satisfaction markets creates disproportionate differentiation. The tactical implementation: understand what problems the organization is trying to solve beyond your core product, find ways to solve those problems even if not monetizable, and prioritize making your champion successful over optimizing every transaction. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM
Today, Chris sits down with Joe Schaeppi, co-founder & CEO of Solsten—a deep-tech company mapping human psychology and turning it into actionable AI for creative, targeting, and product personalization. After 8 years of R&D, Solsten's “human context layer” helps enterprises and SMBs understand why people act the way they do—then adapt ads, products, and AI agents to match. Clients like LEGO and Peloton report creative wins and 3× conversion lifts, while a new self-serve product opens the stack to smaller teams.Highlights include...• Building a cognitive-behavioral AI model from clinical-grade psychometrics and authentic behavior data• Why “creative is the new targeting” (Meta's Andromeda) and how psychology-matched creative cuts CPI/raises LTV• Personalization beyond demographics—training AI agents to speak in users' thinking and communication styles• Go-to-market shift: from years of R&D to scale (>$35M raised; investors incl. RedBird & Galaxy)• Use cases across gaming, fintech, health/fitness, hospitality, and more
In this episode of the Shift AI Podcast, Adam Alfano, Global Head of SMB at Salesforce, joins host Boaz Ashkenazy for a wide-ranging conversation on how AI agents are fundamentally reshaping small and medium-sized businesses.Adam shares his unconventional career journey—from growing up in a steel town outside Toronto to building a global sales career and now leading Salesforce's SMB organization. From there, the discussion dives deep into how today's SMBs are navigating constant macro change with resilience, optimism, and an increasingly innovative mindset.The conversation explores how agentic AI is enabling small teams to operate with enterprise-level reach—automating frontline sales development, customer service, onboarding, and even complex workflows traditionally reserved for large organizations. Adam explains why CRM platforms are becoming the operating system for human–AI collaboration, how structured data is the foundation for effective agents, and why managing AI agents increasingly looks like managing employees.Boaz and Adam also examine the growing sense of overwhelm SMB founders feel around AI tooling, why “just help me set it up” is becoming the winning go-to-market strategy, and how natural-language interfaces are collapsing the technical barrier to adoption. The episode closes with a forward-looking discussion on avatars, workforce orchestration, and why the future of work is best described as “limitless potential.”This episode is essential listening for founders, operators, and product leaders who want to understand how AI is moving beyond individual productivity gains to unlock entirely new operating models for small businesses.Chapters[00:00] From Steel Town to Salesforce: Adam's Career Journey[04:24] The State of SMBs: Resilience, Innovation, and Opportunity[07:18] What Defines an SMB—and Why Size Matters Less Than Ever[08:17] Agentic AI in Practice: Sales, Service, and Infinite Reach[11:22] Why CRM Is Becoming the OS for Human–AI Collaboration[14:44] Data as the Foundation: Structuring Information for AI Agents[17:32] Lowering the Barrier: Natural Language, Vibe Coding, and Usability[19:41] The AI Tool Overload—and How SMBs Actually Want Help[21:31] Where AI Delivers the Biggest Near-Term Impact[24:31] Avatars, AI Teammates, and New Interaction Models[28:48] The Future of Work: Limitless PotentialConnect with Adam AlfanoLinkedIn: https://www.linkedin.com/in/adam-alfano-60ab329/Connect with Boaz AshkenazyLinkedIn: https://www.linkedin.com/in/boazashkenazy/Email: info@shiftai.fm
Welcome to another episode of Building the Premier Accounting Firm with Universal Accounting Center. Today, Roger sits down with Shady Abboud, to discuss his unique path into accounting, blending entrepreneurial experience with finance expertise. Shady highlights the distinction between bookkeeping and CFO advisory services, emphasizing the strategic role of a CFO in business growth and decision-making for SMBs. Learn how a niche in e-commerce can boost success. In This Episode: 00:00 Welcome Shady 01:31 Shady's Entrepreneurial Journey to Accounting 05:36 The Strategic Accountant's Perspective 10:09 Bookkeeping vs. CFO Advisory Services 13:50 When a Business Needs a CFO 17:46 Key Performance Indicators for Businesses 20:21 The Value of CFO Client Relationships 23:07 Managing Bookkeeping and Advisory Businesses 27:06 The Niche Advantage: E-commerce Accounting 31:00 Empathy in Client Relationships 35:42 The Bookkeeping Business Experience 39:48 Gratitude and Supporting Entrepreneurs 42:14 Closing Thoughts: Specialization and Mindset 47:00 Podcast Wrap-up and Resources Key Takeaways: Understand your business owner clients' goals beyond just numbers for better financial advice. Differentiate bookkeeping as compliance-focused and CFO advisory as forward-looking strategic analysis. Recognize signs a business needs a CFO, especially during periods of rapid growth, contraction, or strategic pivots. Prioritize gross profit margin as a core KPI to assess business efficiency and impact of external factors like inflation. Cultivate empathy and build trusting relationships with clients to foster open communication and address challenges effectively. Featured Quotes: "My strongest suit was always accounting and finance. So I decided to go into that route exclusively and I really enjoyed it." — Shady Abboud "The CFO or the fractional CFO is the CEO's best friend because he's having a conversation with the business owner that no one else is having." — Shady Abboud "We are more than just a provider. We are their partner. And sometimes one of the most important pieces in their business." — Shady Abboud Behind the Story: Shady offers a look into his evolution from a corporate role to launching and selling two businesses, including a restaurant. This hands-on experience of "wearing all the hats" gave him a rare perspective that traditional accountants often lack. He discovered his knack for finance and his ability to translate complex financial concepts into understandable insights for business owners, leading him to establish his own accounting and advisory firms. His story highlights the personal and professional shifts that paved his way to becoming a strategic financial partner. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Connect the Shady on LinkedIn: https://www.linkedin.com/in/shadyabboud/ https://unloop.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777
Before you build, you need to know who you're competing against - and moreimportantly, where they're falling short.In this episode, I do a deep dive on competitor research for my legal billingSaaS. One competitor has raised almost $1 billion. Here's why that's actuallygood news - and how I'll find my positioning.What you'll learn:• The exact AI prompt for detailed competitor analysis• How to build capabilities vs. limitations profiles• Finding real market sentiment from forums and reviews• Manual website audit techniques (pricing, access model, messaging)• Turning research into positioning strategyWhat I found:• No self-serve access (they're mostly sales-led)• Low pricing transparent (opportunity!)• Enterprise focus leaves SMBs underserved
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textEnterprise software vendors are tightening execution around AI enablement, workflow depth, and operational recovery rather than pursuing broad platform reinvention. Acquisition activity—from Sage moving to acquire Fyle, to SYSPRO acquiring DATASCOPE, Zendesk completing its acquisition of HyperArc, and Contentsquare acquiring Loris AI—signals a continued emphasis on capability-led expansion tightly aligned to core use cases. In parallel, AI product announcements from NetSuite, Sage Intacct, Zoho, and Zendesk emphasize connectors, agents, and embedded intelligence designed to improve productivity within existing workflows rather than displace them. Finally, the case of AAON underscores the operational reality behind these trends: ERP value is ultimately realized not through announcements or AI features alone, but through disciplined execution, stabilization, and long-term operational turnarounds—particularly in complex manufacturing environments where recovery often matters more than rapid transformation.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=uOdEBRue0MMQuestions for Panelists?
Welcome back to the EUVC Podcast, where we bring you the people and perspectives shaping European venture.This week, Andreas Munk Holm is joined by Max Schertel, co-founder & CEO of finmid, and Tim Rehder, General Partner at Earlybird, to unpack the rise of embedded lending infrastructure for B2B platforms.From food delivery and PSPs to ride-hailing and fleet platforms, finmid lets marketplaces offer financing directly to their merchants – with a single integration, across 30+ European markets. Together, they break down why embedded lending is often new capital, not just smoother UX; how better data lets you underwrite the “invisible” SME segment; and what it really takes to scale regulated infra across a fragmented Europe.Here's what's covered:01:03 – What finmid does: One integration for platforms to offer any financing product to business users across Europe02:02 – Why embedded wins: Tim on data access, risk scoring, and turning platforms into “banks in all but the balance sheet”04:05 – Owning infra, not capital: Regulation, operations and data engine vs outsourcing pure funding to institutions06:43 – Economics & margins: Market size, 60%+ gross margins, and why net income beats headline spread10:47 – Customer examples: How Wolt Cash works, proactive offers in the merchant dashboard, and +80% retention uplift12:32 – Impact on the market: New capital for underserved SMEs vs just smoothing the bank journey17:57 – Ticket sizes & duration: Typical loans of €10–20k, up to ~12 months, 85% renewal and the path to larger, longer credit21:15 – AI & risk: Using generative and agentic AI in ops (adverse media) and data science (millions of data points, daily model iteration)29:20 – Scaling to 30 countries: U27 + UK, CH, IS – regulation, payments rails and why “ugly detail work” is the real moat40:17 – Partner alignment: Making financing core to platform metrics (GMV & retention) and hard-won lessons on incentives
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textBefore reviewing the top ERP systems for 2026, it is essential to align on how ERP systems are defined in this analysis: the focus is on individual ERP products, not the vendors that own them. This distinction matters because products within the same vendor portfolio can receive materially different levels of strategic attention, R&D investment, and roadmap momentum, which directly affects long-term viability and customer outcomes. A large enterprise vendor, for example, may maintain a mid-market ERP offering while concentrating innovation on a flagship platform, increasing buyer risk if the selected product is not core to the vendor's strategy. The list, therefore, spans organizations of different sizes and industries and groups systems into generic and prescriptive categories, each with distinct tradeoffs—prescriptive systems prioritizing faster implementations and tighter alignment to defined business models, and generic systems offering broader industry coverage and long-term flexibility. As each system is evaluated, emphasis is placed on size fit, supported business models, suite-centric versus ecosystem-driven integration approaches, and the balance between native functionality and partner-dependent capabilities.In this episode, our host Sam Gupta discusses the top 10 ERP systems in 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system.Video: https://www.youtube.com/watch?v=ew0twrY1b6QRead: https://www.elevatiq.com/post/top-erp-systems/Questions for Panelists?
Episode 443 "AI Infrastructure & Capital Strategy" w/ Brandon Chicotsky, Ph.D., Texas Senator Tan Parker, John Nichols, and Chase Friedman. For more information on GBR and how to attend future events, please visit: www.godblessretirement.com Our monthly gatherings aim to offer an informational and positional advantage for attendees, whether de-risking investments or servicing deals. Our events are free, thanks to our strategic partners. Monthly topical gatherings were prompted by a joint family office relationship to meet regional lenders, which has since extended to professionals in service of capital. We invite you to the next topical session. Previously serving in the Texas House, Tan held leading committee roles on policy matters vital to our state. His leadership was instrumental in the unanimous election by his colleagues as chair of the House Republican Caucus during the 84th and 85th legislative sessions. Tan's legislative success touches a broad range of issues facing Texans and serves as a reflection of open dialogue with his constituency. His legislative accomplishments represent his extensive work fostering Texas' economic vitality and protecting our most vulnerable. Tan graduated from the University of Dallas and earned a Master's degree from the London School of Economics before building a distinguished private sector career in technology and private equity. He also created the book, Making Government Work. Tan Parker is a businessman, who grew up in North Texas working in his family's restaurants while volunteering in his community. He married his college sweetheart, Beth, and they moved to Flower Mound, raising their daughters, Lauren and Ashley. While family comes first, Tan considers working for the betterment of Texas the highest honor of his professional life. The bedrock of his service is exemplified through passionate advocacy for community and fighting for common-sense, conservative policies that strengthen Texas's prosperity. John Nichols is a recognized leader in artificial intelligence and innovation, currently serving as the Technology Lead for AI & Innovation within EY's Government & Public Sector (GPS) practice. Passionate about helping public institutions navigate the complexities of digital transformation, John works closely with city governments, state agencies, and public education systems to drive meaningful change through emerging technologies. He has played a key role in developing responsible AI frameworks, advancing the adoption of AI/ML in secure environments, and modernizing infrastructure with cloud-native, compliant solutions. John's work is grounded in a deep commitment to public service and innovation, especially in his hometown of Fort Worth, Texas. He partners with leaders across government and education to ensure technology is applied in ways that are ethical, scalable, and inclusive. Whether collaborating with CIOs, economic development teams, or innovation labs, John brings a people-first approach rooted in trust, empathy, and a long-term vision for impact. He has spoken on AI at national forums, led executive conversations with state leaders, and partnered with organizations including the White House, Microsoft, and AAAE. John also serves on the board of the Keller Education Foundation and is a strong advocate for AI literacy in underserved communities. At the heart of it all, John is a community builder. He believes the most powerful innovations are those shaped by the needs of the people they serve and he works every day to make that belief real. Chase Friedman is Managing Partner at Alpine Anchor, an AI automation platform making enterprise capabilities accessible to SMBs. With 10 years in sales and solution architecting, he combines technical expertise and business acumen, rapidly architecting solutions. Previously spending weeks building integrations at Venn Technology, he now delivers them in hours. His philosophy: click to deploy, not code—enabling businesses to scale operations without scaling headcount.
Doug Green, Publisher of Technology Reseller News, spoke with Mark A. Daley, CEO of ROLM, and Cole McKinley, CTO of USX Cyber, about the Department of Defense's phased enforcement of Cybersecurity Maturity Model Certification (CMMC) requirements and what it means for small and mid-sized businesses (SMBs) in the Defense Industrial Base. With CMMC now actively enforced, hundreds of thousands of subcontractors—many without dedicated security teams—must demonstrate compliance to continue working with prime contractors. Daley stressed the urgency of the moment, noting that delays are over. “The government is no longer kicking the can down the road,” he said. “CMMC exists to protect the defense industrial base, and SMBs are now squarely in scope.” To address this challenge, ROLM and USX Cyber have partnered on an integrated, SMB-focused platform built around USX Cyber's Guardian solution. McKinley explained that Guardian was designed to make compliance achievable without stitching together multiple tools. “We built Guardian to be a one-stop platform that makes CMMC approachable, affordable, and audit-ready for SMBs,” he said, adding that the platform satisfies 83 of the 110 required NIST 800-171 controls while providing 24×7 monitoring, evidence management, and guided compliance workflows. Daley highlighted that the solution goes beyond certification prep, combining continuous security operations, governance, and AI-driven automation to reduce long-term cost and complexity. “This is not a one-and-done, check-the-box exercise,” he said. “You have to be ready not just for today's audit, but for the one coming three years from now.” The discussion underscored why CMMC represents both a major risk and a significant opportunity for MSPs and channel partners serving regulated industries. Learn more at https://rolm.ai/ and https://usxcyber.com/.
In this episode, Rory speaks with Alan Whitman, former CEO and Chairman of Baker Tilly, new CEO of Nichols Cauley, and author of Break the Mold: How to Achieve Transformational Change, Scale, and Growth Simultaneously. Discover how Alan led Baker Tilly through 3x revenue growth and over 20 acquisitions—not by chasing numbers, but by changing mindsets. Learn why strategy isn't about activity, but about clarity of direction, and how firms can grow by building “communication, sales, and talent engines” that scale through systems, not individual effort. Alan outlines why “bigger isn't better—better is better,” how language creates alignment, and why discipline equals freedom in partner-led firms. He also reveals insights from his new role leading a private equity–backed multidisciplinary platform focused on serving SMBs in the Southeast. Want to know what Alan means by “fist to five,” “sugar highs,” and freedom within a framework? Find out the answers to these questions and more in this Break the Mold conversation with Alan Whitman.
Unlocking Small Business Success with Azunna: Technology Leadership & AI Insights | Small Business Spotlight In this episode, host Manny Torres is joined by Azunna Anyanwu, a seasoned technology executive and founder of The Agile CIO, who shares his 25+ years of expertise in helping SMBs accelerate digital transformation. Azunna discusses his journey from corporate to consultancy, emphasizing the importance of practical systems, scalable processes, and servant leadership. They also delve into the role of AI in small businesses, debunking the myths while highlighting practical applications. Watch for actionable insights on technology leadership, process optimization, and strategic growth for small to medium-sized businesses. 00:00 Introduction and Guest Welcome 01:11 Inspiration Behind Consulting 02:48 Challenges in Transitioning to Consulting 05:02 Importance of Systems and Processes 08:22 Common Constraints in Business Growth 13:59 Leadership in a Fractional Role 16:22 AI and Technology in Business 21:58 Final Thoughts and Contact Information
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textERP and adjacent platform vendors are simultaneously deepening vertical specialization, expanding AI distribution, and accelerating ecosystem-led growth. M&A activity from Advantive acquiring PINPoint, SYSPRO acquiring DATASCOPE, and Sage moving to acquire Fyle reinforces a continued focus on capability-driven expansion rather than broad horizontal reinvention. Product and platform updates from Deltek, Rootstock Software, and NetSuite emphasize AI-assisted productivity, localization, and integration flexibility as table stakes for mid-market and upper-mid-market buyers. At the same time, distribution and partnership strategies—such as Pipefy partnering with Oracle, Sage Intacct listing AI agents on AWS Marketplace, and Versori partnering with SYSPRO—signal a broader shift toward ecosystem-led AI adoption, where value is increasingly delivered through connectors, agents, and composable services rather than monolithic ERP releases.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds, including the direction and roadmaps of each enterprise software vendor. Finally, we analyzed future trends and how they might shape the enterprise software industry.Video: https://www.youtube.com/watch?v=gLp0RsgggwsQuestions for Panelists?
WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textBefore reviewing the top ERP vendors for 2026, it is critical to align on what “ERP vendors” actually represent in this analysis: companies, not individual ERP systems. This distinction is essential because most vendors operate multi-product portfolios that span different company sizes, industries, and deployment models, making vendor-level strategy and capital allocation far more predictive of long-term outcomes than isolated feature comparisons. Our evaluation framework, therefore, balances macro forces—such as market share, valuation signals, R&D investment patterns, and acquisition strategy—with micro forces, including product depth, functional coverage, and architectural direction across each portfolio. These dimensions are tightly interconnected; a vendor may have a flagship product that is thriving while adjacent offerings receive limited investment, creating materially different risk profiles depending on which product a buyer selects and how that product fits into the vendor's broader strategic priorities.In this episode, our host Sam Gupta discusses the top 10 ERP vendors in 2026. He also discusses several variables that influence the rankings of these ERP vendors. Finally, he shares the pros and cons of each ERP vendor.Video: https://www.youtube.com/watch?v=XpWhz5MbqTMRead: https://www.elevatiq.com/post/top-10-erp-vendors/Questions for Panelists?
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Andrea Hill is the President of Hill Management Group and a leading voice in helping small businesses adopt AI in practical, profitable ways. With decades of experience guiding companies through digital transformation, she works at the intersection of strategy, technology, and human-centered leadership. Andrea helps entrepreneurs cut through the hype, use AI to strengthen; not replace their teams, and build systems that drive real operational impact. Top 3 Value Bombs 1. Small businesses win with AI when they use it to automate back-office work not just generate marketing content. 2. AI enhances human teams by improving insight and decision-making, not by replacing people. 3. The next frontier of competitiveness is clean, organized data. AI is only as strong as the systems behind it. Empowering small and medium-sized businesses (SMBs) for a stronger, more profitable future through business growth solutions - Hill Management Group Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more.
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