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WBSRocks: Business Growth with ERP and Digital Transformation
Send us a textThe enterprise tech and AI landscape is evolving at a breakneck pace, marked by bold investments, leadership changes, and groundbreaking innovations. Mike Ettling's departure from Unit4 prompts reflection on AI's transformative role in ERP, even as companies like Overhaul secure $55 million to tackle persistent supply chain challenges for giants like Dyson and Microsoft. Meanwhile, the personal use of AI is making waves—one individual's AI-assisted job hunt while asleep led to 50 interview calls overnight, underscoring the technology's growing influence in everyday life. Major funding rounds, such as SandboxAQ's $300 million raise, highlight investor confidence in the next generation of AI applications. On the product front, Agentforce 2.0 introduces a vision of digital labor that promises an infinitely scalable workforce, while HubSpot's co-founder launched Agent.ai, attracting over 258,000 users in just four months. Consolidation continues as Arctic Wolf and BlackBerry agree on the acquisition of Cylance, and Grammarly's acquisition of Coda signals a new phase of AI-powered productivity, accompanied by a leadership shift. Amid these developments, Salesforce prepares to launch AI agents and a retail-focused POS system, even as its CEO openly criticizes Microsoft Copilot as a “huge disaster,” adding further intrigue to the unfolding AI arms race.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.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
First, IFS and Blackbaud announced their respective financial results for the first quarter of 2025, ending March 31, 2025. In other news, Unit4 launched Advanced Virtual Agent (Ava), a productive conversational agent that will act as a centralized artificial intelligence interface, orchestrating and automating ERP workflows. Then, Planful announced Workforce Pro, a powerful enhancement to its trusted Planful for Workforce solution. Finally, Qlik announced the acquisition of the Qloud Cover Migration technology from Stretch Qonnect, a long-standing Qlik Elite Solution Provider.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
To kick off the week, Oracle announced fiscal 2025 Q3 results. These results show major momentum for Oracle and NetSuite as product adoption quarter to quarter is on the rise. Then, Unit4 announced significant milestones as it continues to innovate and serve its global customer base. These developments include notable progress in customer cloud migrations, the launch of a new tier of service offerings, and the welcoming of new executives into key leadership roles. To round out the week, Salesforce announced plans to invest $1 billion in Singapore over the next five years. This investment underscores Salesforce's support for Singapore's National AI Strategy 2.0.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
On this episode, host Sarah Olivieri chats with Bryce Wolf, Director of Strategic Growth at Unit 4, about the transformative power and challenges of AI in the nonprofit sector. They dive into practical strategies for balancing AI's benefits with data privacy, and how to make data truly meaningful using AI-powered tools. Dive in for tips to help you navigate the evolving world of AI and enhance your nonprofit's impact. Episode Highlights Bryce's Fun Fact: Coffee with Taylor Swift Diving into AI for Nonprofits AI in Action: Practical Examples The Future of AI in Nonprofits Unit 4's AI Journey Empowering Nonprofits with tools like those developed by Unit 4 Bryce Wolf is the Director of Strategic Growth at Unit4 and is responsible for the delivery of Unit4's product strategy for its strategic verticals, including the nonprofit sector. His background includes roles in product management, solution architecture, and project management with companies like Oracle and Certinia (FinancialForce). Bryce is passionate about leveraging his expertise to drive innovation, foster collaboration, and deliver measurable results in dynamic, global environments. Connect with Bryce: Website: unit4.com LinkedIn: https://www.linkedin.com/in/brycewolf/ Sponsored Resource Join the Inspired Nonprofit Leadership Newsletter for weekly tips and inspiration for leading your nonprofit! Access it here >> Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn. Connect with Sarah: On LinkedIn>> On Facebook>> Subscribe on YouTube>>
In this episode we speak with Mike Ettling, the CEO of Unit4, a software company that specializes in the professional services, public services, education, and nonprofit sectors. Mike was recognized by The Software Report as a Top 50 SaaS CEO of 2023. Unit 4's integrated suite of AI-powered ERP software solutions built on a robust platform helps elevate businesses, delivering visibility and control over finances, projects, procurement, reporting, forecasting and payroll. The company has 2,700 colleagues across the globe and serves more than 5,100 customers. Mike is a CEO, investor, builder of world class teams, champion of diversity and continuous learner, and he's passionate about people. From his first leadership role in the Boy Scouts, to exec positions in the tech industry, his career has revolved around elevating, engaging and enabling people. I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
SAP and Enterprise Trends Podcasts from Jon Reed (@jonerp) of diginomica.com
At the end of a vigorous session with Unit4's leadership team, Jon Reed and Brian Sommer camped out in an unused conference room to break down what they learned. While successfully dodging interruptions from the hotel staff, Brian and Jon hash out Unit4's "self-driving" cloud ERP approach, the service industries they are targeting, and why this vendor brings the right cloud ERP issues to a head. The talk shifts to Unit4's potentially problematic end-of-maintenance deadline, and why they are handling this differently than we might expect. The pros and cons of Unit4's approach to AI are also covered - and Unit4 gets kudos for one of the few analyst days without any NDA material of note, which makes it easy to share an open podcast discussion with all.
At the end of a vigorous session with Unit4's leadership team, Jon Reed and Brian Sommer camped out in an unused conference room to break down what they learned. While successfully dodging interruptions from the hotel staff, Brian and Jon hash out Unit4's "self-driving" cloud ERP approach, the service industries they are targeting, and why this vendor brings the right cloud ERP issues to a head. The talk shifts to Unit4's potentially problematic end-of-maintenance deadline, and why they are handling this differently than we might expect. The pros and cons of Unit4's approach to AI are also covered - and Unit4 gets kudos for one of the few analyst days without any NDA material of note, which makes it easy to share an open podcast discussion with all.
In dieser Episode spricht Tim mit Robin Mathar, Head of Buyer Enablement bei UNIT4, über die Einführung von Demo-Automation-Software und deren Auswirkungen auf den B2B-Vertrieb. Robin erklärt, wie durch die Automatisierung von Demos die Effizienz gesteigert und so der Verkaufsprozess optimiert werden kann. Ein zentrales Thema ist dabei der Wechsel von traditionellen Projektanforderungen hin zu einem Fokus auf konkrete Erfolgsresultate. Außerdem soll sich die Skalierbarkeit und die Einsichten in Kundenengagements durch Demo-Automation stark verbessert haben. ---------- ⛩️ Discovery Training: https://serockstars.com/discovery
ECI Software Solutions announced it has completed the acquisition of two residential home construction software business units from MiTek, a global company focused on providing integrated software, services, engineered products, and automated solutions for the building industry. Sage announced the launch of Sage for Specialty Contractors, an end-to-end native-cloud construction suite built to handle the complexities specialty contractors face every day. Unit4 announced the go-live of Success4U, the company's flexible and outcome-driven model for Unit4 ERPx, Unit4 FP&A, and Unit4 Financials.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
Unit4 is launching Smart Automation Services, which talks to the broader discussion around the role of AI and automation in ERP. Claus Jepsen their Chief Product and Technology Officer, recommends a more pragmatic approach and launching this initiative, it is identifying specific opportunities to integrate AI and automation into the various functions within its ERPx suite. In the course of the next year during its regular release cycle it will add specific functionality across areas like payroll, expenses, procurement, finance, and its virtual assistant. Ronan recently spoke to Clause. Clause talks about his background, what Unit4 does, AI and more. More about Claus Jepsen: Claus Jepsen is a technology expert who has been fascinated by the micro-computer revolution ever since he received a Tandy TRS model 1 at the age of 14. Since then, Claus has spent the last few decades developing and architecting software solutions, most recently at Unit4, where he is the Chief Product and Technology Officer leading the ERP vendor's focus on enabling the post-modern enterprise. At Unit4, Claus is building cloud-based, super-scalable solutions and bringing innovative technologies such as AI, chatbots, and predictive analytics to ERP. Claus is a strong believer that having access to vast amounts of data allows us to construct better, non-invasive and pervasive solutions to improve our experiences, relieve us from tedious chores, and allow us focus on what we as individuals really love doing.
WBSRocks: Business Growth with ERP and Digital Transformation
What exactly is an ERP? It's essentially a bundled suite of various offerings. However, simply combining various offerings doesn't automatically qualify a collection of software as an ERP. The determining factor is the level of embeddedness that categorizes software as an ERP. Moreover, the components included within an ERP may vary depending on the industry. While finance and accounting typically form the core requirements for an ERP, the approaches differ—some integrate HCM and FP&A, while others incorporate PLM, WMS, and TMS. So, where does Unit4 stand in terms of capabilities, and how does it stack up against other ERP systems?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Unit4's capabilities. We covered many grounds, including their unique suite approach because of their combination of ERP, HCM, S2P, and FP&A. We also discussed the differences between service-centric and product-centric ERP and how they each differ in their process and cross-functional integration.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
Workday announced the availability of Workday Adaptive Planning and Consolidation, a new solution that brings together the agile planning of Workday Adaptive Planning and the comprehensive close and consolidation capabilities of Workday Financial Management. ECI announced a new strategic alliance with Pros Elite Group, an operations, sales, and analytics provider. Unit4 announced the launch of Smart Automation Services to enable its customers to leverage AI and context awareness capabilities to improve efficiency and productivity. Acumatica announced the general availability of Acumatica 2024 R1, the first of its semiannual product releases, as previewed at the Acumatica Summit 2024.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
It's our last new show of 2023! Matt and Samer go through Matt's 12 best new songs of 2023! 1. Back to Anonymous - Ben Folds2. I Feel the Love - The Heavy3. Cast Iron Skillet - Jason Isbell and the 400 Unit4. Scientist and Engineers - Killer Mike and Andre 30005. Almost Woke You Up (Live) - Stephen Kellogg and Counting Crows6. Evening Star Supercharger - Sparklehorse7. Love Feel - Jenny Lewis8. Yard Sale - Ben Harper & Jack Johnson9. Grim Generation - Portugal, the Man10. I'm Not Pretty - Megan Moroney11. Dawns - Zach Bryan & Maggie Rogers12. CHANT - Macklemore & Tones & I Support the showVisit us at https://www.superawesomemix.com to learn more about our app, our merchandise, our cards, and more!
Michelle McCarthy is Global Vice President of Customer Experience at Unit4. In her role, Michelle leads a talented team of professionals, is responsible for ensuring the maximum adoption of and customer satisfaction with Unit4's offerings and is accountable for leading the transformation of Unit4's customer experience strategy that enables the customer success evolution. Michelle earned her B.S in Marketing from Miami University in Ohio, and her Executive MBA in Global Management from Fordham University in New York. Questions • We always give our guests an opportunity to share a little bit about their journey. So, if you could take a few minutes to kind of just share with our audience a little bit about how you got to where you are today. • So, Unit4, could you share with our audience a little bit about what Unit4is? What do you guys do? • KPIs in terms of like NPS and customer satisfaction score. A lot of organisations also invest into market research, particularly like mystery shopping, and the mystery shopping sometimes will capture the NPS. What are your views on the frequency of doing these types of activities? And do you think it's critical to be doing it post transactional? Or should it be more so a conversation that you have with the client, maybe at the end of every quarter? What are some of your best practices that you'd recommend to clients? • If you really want to focus on dominating, navigating that CX space in such a positive way, that your brand has an exceptionally positive reputation, what are some key indicators that you believe organisations need to focus on as we go into 2024? Where do they need to be giving their attention to? • Now, could you also share with us what is the one online resource, tool, website or app that you absolutely can't live without in your business? • Could you also share with us maybe one or two books that you've read, it could be a book that you read a very long time ago, or even one that you've read recently that has had a great impact on you? • We have a lot of listeners who are business owners and managers who feel they have great products and services. But they lack the human capital that has that constant motivation, what's the one piece of advice that you'd give them to have a successful business having that consistent challenge that they're experiencing? • Could you also share with us what's the one thing that's going on in your life right now that you're really excited about? Either something you're working on to develop yourself or your people. • Where can listeners find you online? • Now, before we wrap our episodes up, we always like to ask our guests, do you have a quote or a saying that during times of adversity or challenge, you will tend to revert to this quote, it kind of helps to get you back on track if for any reason you got derailed, or you got off track, just reminding yourself about that quote will kind of help to get you back on track, help you to get more focused. Do you have one of those? Highlights Michelle's Journey Michelle stated that she started off her career and kind of more of the traditional marketing, b2c and b2b type roles on the client side. And started in the advertising agency space, worked for a number of different retailers and brands, and eventually had kind of rounded out her experience and wanted to move into more of the tech side of things. She had some opportunities to go and work on the SaaS side of the business for a company called Vibes, which is a mobile marketing technology company. And through that experience, and kind of rounding out her mobile marketing experience, she was able to kind of continue her career path then into other SaaS organisations. And so, by herself, here today, very excited to be talking with you (Yanique). Tell Us About Unit4 Me: So, Unit4, could you share with our audience a little bit about what Unit4is? What do you guys do? Michelle shared that Unit4 is a cloud leader, really in the enterprise software space for midmarket, people centred organisations. And so, their solutions span everything from enterprise resource planning to financial planning and analysis tools, as well as procurement, project management for professional services organizations and so forth, as well as human capital management. So, their solutions really bring together all those various capabilities around financials, procurement, project management, HR, into one unified and cloud platform through their ERPX solution. So yeah, that's a little bit about Unit4. Me: Quite a mouthful. So, at Unit4, a big part of what you focus on, we kind of alluded to it a bit before we started the official recording, how is it that you are able to improve CX by embracing customer centricity as a core value? And of course, there are some KPIs that you need to measure, so that's your area of expertise. So, could you share a little bit about that with our audience? Michelle stated that she really believes that organizations need to always be looking how they stand out from the crowd, right. In order to do that, we have to find better ways to address customer needs, and make sure that we're providing value and attainable outcomes. We need business experience that extends past traditional customer touchpoints and make sure that we're always looking at ways that we can influence product innovation, we need to look at the employee experience, because employee experience really translates to that of the customer experience. And we need to make sure that also aligns with our customers organization serves their purpose and our values. So, one of the first steps in improving customer experience is really looking for a top down buy in across customer centricity and putting that at the heart of everything that you do in your business. So, whatever role you serve in the organization, that some way touches the end customer. And so, customer companies need to really be making sure that they're measuring customer centric KPIs in order to determine how are we doing? And how are our customers feeling about us? So, we always want to look at how well we're looking at gaining new customers into the business, how are we growing the existing base of customers that we have? And how are we ultimately retaining the customers that we have to make sure that they're becoming long term champions of our business through the success that they've achieved together in partnership with us? To kind of delve a little bit more into some of the KPIs, a couple of the things that we might look at are things like Net Promoter Score. So, looking at that kind of scale of 0 to 10 on how likely a customer is to recommend your company to a peer or colleague, looking at things like Customer Satisfaction Scores and making sure that those are kind of sprinkled all throughout the key listening posts of our customers. So, wherever they are engaging with us, whether that's post sales, or that's post implementation, or that's post a business review that we've had with them, we want to make sure that we're always facilitating, and asking for their feedback and making sure that we are taking that, capturing that feedback and looping back to set proper expectations with customers. Recommended Frequency of Market Research Activities Me: So, I'm glad you talked about KPIs in terms of like NPS and Customer Satisfaction Score. A lot of organisations also invest millions of dollars, sometimes even billions into market research, particularly like mystery shopping, and the mystery shopping sometimes will capture the NPS. What are your views on the frequency of doing these types of activities? And do you think it's critical to be doing it post transactional? Or should it be more so a conversation that you have with the client, maybe at the end of every quarter? What are some of your best practices that you'd recommend to clients? Michelle stated that frequency and cadence is definitely key, depending on the types of engagements, you want to make sure that they're throughout the customer's journey at the appropriate time. So, if you have a new customer that's joined, one of the things she mentioned is post sale, you have a customer that's gone through potentially a lengthy sales process with you, how did they find working across the organization, that's a great time for you to kind of see how the beginning part of their journey into implementation will go. Then you may also want to survey a customer as they're coming out of an implementation with you. So, after they've worked with the project management teams and met their CSM, how is that work stream going? It's also key to mention business reviews. We may do quarterly business reviews with some of our customers. And so, making sure to take stock coming out of those meetings, what was the expectation? Did they see, hear, feel everything that they were expecting to have? And so, she thinks it's a real combination of both the quantitative surveys, but also those qualitative conversations to probe a bit deeper, where you may not have the opportunity, and just a quick plug in one question or two questions survey that sent via email. Having that face-to-face dialogue, or that phone call or that Zoom video just to meet with a customer and kind of ask some more of those probing questions is definitely key. She thinks that that is just as important during the beginning and middle phases of the journey with a customer as it is when you're coming up on renewal, so you may be looking at certain health indicators and want to also probe a bit deeper on some of those with customers, “Hey, you know, I've seen that you're expanding in your licences, tell me about how your company is utilizing those?” Or conversely, you might have a customer that's decided to move away from a portion of your product, “Tell me a bit more about why it is that you're leaving there, what you weren't adopting or finding useful, so that we can learn and bring that back into the business.” It also helps us from a churn management perspective, make sure that we are thinking about that and building that back into our way that we look at risk and mitigating risks with our customers. Key Indicators that Organizations Need to Focus On for 2024 Me: So, many different avenues and strategies that we can employ to ensure that we're doing the right kind of measurement. So, we are now in I would say, we're at the end of 2023. And we're embarking on 2024 and a lot has happened in the last couple of years, especially with a global pandemic and all, what are some key things that you found, trends that you've maybe seen just in your own business, as well as with your clients' businesses that you believe if you really want to focus on dominating, navigating that CX space in such a positive way, that your brand has an exceptionally positive reputation and you have so many brand advertisers and evangelists for your business. What are some key indicators that you believe organizations need to focus on as we go into 2024? Where do they need to be giving their attention to? Michelle stated that she thinks that there's always a focus around personalization of an experience and how you can help customers throughout their journey to better smooth areas that potentially create bumps for them, can that happen through automation, Chat GPT? Can that help it happen through other self-service capabilities that you can serve up to them? And she also thinks probably goes without being said but ensuring that expectations of customers are properly managed all throughout. Making sure that you're always having dialogue with the customers' needs in mind, that you're addressing pain points and the more and more that you can address those pain points through self-service, automation, ways that they can just make sure that they are able to get a quick path to value is really key, that frictionless experience for customers. App, Website or Tool that Michelle Absolutely Can't Live Without in Her Business When asked about online resource that she cannot live without in her business, Michelle stated that for her, obviously Microsoft Teams, they use day in and day out in their business to communicate with their customers, to communicate with their teams internally. But one other, she would say tool that they use heavily within the customer success management space, is Gainsight. And that is a tool that allows them to bring so much knowledge and power into their organisation. It allows their CSMs to know what right move to make next in terms of how to engage both internally and externally with their customers. And it's becoming really more and more of a theatre of having a true customer 360 within their organization, so really, that single pane of glass view, if you will, of what their customers are experiencing. And so, if she had to pick one tool, she guesses she'd picked Gainsight because they're using it day in and day out and it's been really paramount to their success. Books that Have Had the Biggest Impact on Michelle When asked about books that has had an impact, Michelle shared that one book that she did read, it's been a very long time ago. But it was Dale Carnegie's How to Win Friends and Influence People. She read that during her graduate school programme. And despite that, it's been around for ages, she thinks it really does a great job of cutting to the core of how you can set yourself up to best relate with others through the power of being able to build strong relationships, and making sure that those relationships are built on like a mutual trust and credibility. So, she thinks that that is always relevant, no matter what role you're in, how do you build relationships? How do you help drive influence? So, that's just been a really meaningful book to her throughout the course of her career. One other thing she was going to add is that she listens to a number of different podcasts, perhaps different than books. But one podcast that she really enjoys is Mel Robbins Podcast, because she thinks she teaches a lot of both professional and personal habits that you can apply to everyday life, how you can really make sure that you're leading a productive and happy lifestyle and that you have that good work life balance. So, if you haven't checked Mel Robbins out, her podcast is great. Me: Two excellent recommendations, Michelle. I totally agree with you about Dale Carnegie's book, the book came out in 1933, literally, many, many years ago, almost 100 years old. But the principles and concepts in that book are still relevant today. And I do listen to Mel's podcasts, and I follow her on most of her social media platforms, love her content. So, excellent recommendations for audience. Advice for Business Owners and Managers Who Have Great Products and Services but Lack the Constantly Motivated Human Capital Me: Now, we have a lot of listeners who are business owners and managers who feel they have great products and services. But sometimes they feel like they have constantly demotivated human capital, they lack the human capital that has that constant motivation. And motivation is one of those behaviours or competencies that comes from within, you can encourage it, but you can't actually evoke it or make it happen. So, if you were sitting across the table from that person, those business owners or managers today, what's the one piece of advice that you'd give them to have a successful business having that consistent challenge that they're experiencing? When asked about advice she would give for the lack motivated human capital, Michelle shared that she thinks one of the most important things for her in terms of motivation is always trying to understand from a customer perspective, what it is that they're trying to achieve, because she thinks she gets a lot of motivation out of helping others. And she thinks when you feel like you have a true understanding of the problems that you're trying to solve, what tools you have at your disposal, and you feel like you can harness that power to find a way for those customers to excel and to drive outcomes in their business, that's extremely motivating to her. Everybody and perhaps new business owners or business owners, she really likes the idea of kind of starting before you're ready, everything has a beginning, right. And it's not going to be perfect, but she thinks the more and more you practice, and the more and more you get into the rhythm, you find that you figure your way through, everything is kind of easy to figureoutable. So, she likes the idea of kind of just starting things before maybe you feel like you've got it completely figured out and reframing things kind of as you work through them. So, that's kind of how she works through times of adversity or new skill sets she needs to kind of build rapidly and that's worked well for her. What Michelle is Really Excited About Now! When asked about something that she's really excited about, Michelle shared that back over the beginning of the summer, they had a in person leadership seminar that they had done as a leadership team going through kind of the Clifton Strength Finders exercise. And she's done all sorts of disc assessments and different things throughout the course of her career, but she really found that particular assessment very valuable. And for those of the listeners that might not be familiar, it's basically an online assessment you can take, takes about 20-30 minutes. And when you go through it, it ranks your top 5, top 10 and kind of, they call them all 34 of them strengths. And then you kind of understand where you can lean into a bit more as a leader. And by sharing it with your peers, you can really get a sense of how other people learn, how they like to communicate, how you give and receive feedback. And so, she actually liked that so much within their leadership conversations, she's cascaded that down with her direct reports. And they've had some very, very good conversations about that, she thinks she's just uncovered ways of working with people that she wouldn't have necessarily known. And it also helps from a leadership perspective, and she thinks managing perspective, understand more the types of skills that people have, the types of things that are motivation factors for them, so that you can really make the most impact of your team. Her top strength coming out of that was individualization, which basically is your ability to kind of take a survey across the landscape and understand which individuals that are best suited for which areas and how to best pull out the different strengths of people you work with. And so, it was eye opening to see some of the things she might have thought she would have scored higher on versus those that she perhaps has some developmental opportunities with. So, if people haven't taken that, she would highly encourage it, she found it extremely valuable. And she knows her team enjoyed the conversations that they had off the back of the exercise. Where Can We Find Michelle Online LinkedIn: Michelle McCarthy Website: https://www.unit4.com/ Quote or Saying that During Times of Adversity Michelle Uses When asked about a quote or saying that she tend to revert to during times of adversity or challenge, Michelle stated that she thinks one of the things from Mel Robbins and it's not necessarily a quote, but she has The 5 Second Rule and one of the things she has been trying to do whenever she feels like she's getting off track, or maybe you start to go down a negative path is just to say yourself, “5, 4, 3, 2, 1” and then launch yourself into doing what you next need to do. So, that's from her book The 5 Second Rule: Transform Your Life, Work, and Confidence with Everyday Courage, Mel Robbins. But she's really been trying to use that to break habits and people use it to get themselves out of bed in the morning, from going down a negative path. So, the other one that she would say she really like, and it's from John Maxwell is, “A leader knows the way, goes the way and shows the way.” And she thinks that's so powerful to remember, it's not just about kind of saying the vision, but it's also about walking the talk. So, she'll leave us with that. Me: Amazing. Thank you so much, Michelle. Now, Michelle, we just want to express our deepest gratitude to you for taking time out of your very busy schedule to kind of hop on this podcast and share with our audience a little bit about your journey, how you got to where you are today, why it is important to ensure that you're measuring for the right things as it relates to improving CX in your business and of course embracing customer centricity as a core value. And then looking at also the frequency of how you do those measurements, and what kind of things you really need to be targeting and focused on at different periods of your business to ensure that you're really delivering on the expectations of your customers and of course, aiming to exceed those expectations to create that long lasting relationship. So, your insights today, your knowledge today, all that you shared with us today, we are extremely grateful. So, thank you so much. Please connect with us on Twitter @navigatingcx and also join our Private Facebook Community – Navigating the Customer Experience and listen to our FB Lives weekly with a new guest Links • How to Win Friends & Influence People by Dale Carnegie • The 5 Second Rule: Transform Your Life, Work, and Confidence with Everyday Courage by Mel Robbins The ABC's of a Fantastic Customer Experience Grab the Freebie on Our Website – TOP 10 Online Business Resources for Small Business Owners Do you want to pivot your online customer experience and build loyalty - get a copy of “The ABC's of a Fantastic Customer Experience.” The ABC's of a Fantastic Customer Experience provides 26 easy to follow steps and techniques that helps your business to achieve success and build brand loyalty. This Guide to Limitless, Happy and Loyal Customers will help you to strengthen your service delivery, enhance your knowledge and appreciation of the customer experience and provide tips and practical strategies that you can start implementing immediately! This book will develop your customer service skills and sharpen your attention to detail when serving others. Master your customer experience and develop those knock your socks off techniques that will lead to lifetime customers. Your customers will only want to work with your business and it will be your brand differentiator. It will lead to recruiters to seek you out by providing practical examples on how to deliver a winning customer service experience!
In this episode of the Interesting B2B Marketers Podcast, Steve Goldhaber talks to Julie Knight, former CMO at Unit4 and a seasoned B2B marketing veteran. The conversation kicks off with an in-depth look at the challenges and intricacies of rebranding a mid-sized B2B software company. Julie underlines the importance of market research, stakeholder considerations, and internal alignment, while Steve points out the need for outside-the-box thinking and employee involvement in the rebranding process.The dialogue then transitions to ABM in the B2B sector. Julie offers a compelling case study to illustrate the necessity of a focused ABM approach that involves not just marketing but the entire go-to-market strategy. Both hosts agree on the critical role of cross-departmental collaboration among marketing, sales, and customer success teams to ensure effective B2B marketing outcomes.The episode concludes with Julie sharing her career journey, emphasizing her transition from an engineering background to a marketing role. Both Steve and Julie stress the modern CMO's dual responsibility: serving not only as a marketer but also as a strategic business driver. Julie's parting words highlight the value of relationships in building a successful career in B2B marketing, leaving listeners with plenty to ponder. A must-listen for anyone in the B2B marketing field.Connect with Julie Knight and Steve Goldhaber on LinkedIn.
Jason Day of Unit Solutions sits down to talk to me about the Unit4 non-lethal training rifle. From active shooter response to close-quarters combat, the UNIT4 will vastly improve your tactical training efforts. This non-lethal training rifle is great for dry fire training with blanks, marking, and non-marking rounds. We talk about how this training rifle is effective for LEO and military applications, as well as with the newest gun owner, competitive shooter, or firearm instructor. Jason also shares his experience as a father teaching his kids how to shoot guns from an early age and how this training rifle makes for a safe and effective training tool. Visit https://unitsolutions.com and use the code 3GunKenzie at checkout when you order a Unit4 training rifle to get 600 FREE rounds of non-marking rounds. You MUST add a TPAK to your cart for the code to work. Shop TPAK's at https://unitsolutions.com/collections/tpaks Be sure to subscribe to the Reticle Up Podcast wherever you get your podcasts from. Leave us a review online and be sure to follow us on social media! Follow the host at @3gunkenzie on Instagram, Facebook, and YouTube. --- Support this podcast: https://podcasters.spotify.com/pod/show/mckenzie-fitzpatrick/support
Welcome to the Five Song Mixtape! This week we discuss the mixtape titled “Bell of the Ball” by Devin. You can find the playlist by following our account on Spotify @FiveSongMixtape or you can find us on Instagram @FiveSongMixtape. We would love to hear your thoughts on the playlist and please give us a rating via iTunes to help spread the word! “Bell of the Ball” by Devin1. “River” by Jason Isbell and the 400 Unit2. “If We Were Vampires” by Jason Isbell and the 400 Unit3. “King of Oklahoma” by Jason Isbell and the 400 Unit4. “Goddamn Lonely Love” by Jason Isbell and the 400 Unit5. “Cover Me Up” by Jason Isbell Hosted on Acast. See acast.com/privacy for more information.
Microsoft Corp. announced its results for the first quarter ending March 31, 2023, compared to the corresponding period of the last fiscal year. IFS announced its financial results for the quarter ending March 31st, 2023, with recurring revenues up a significant 48% year-over-year. Additionally, Annual Recurring Revenue was also up 57% year-over-year. Unit4 announced the General Availability of App Studio, a new feature within the Unit4 Extension Kit to assist customers in streamlining their development and automation efforts. This comes just weeks after Unit4's launch of Unit4 Marketplace, a platform where Unit4 ISV, Reseller, and Service partners can showcase industry and vertical Apps that link to Unit4's ERP solutions.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
WBSRocks: Business Growth with ERP and Digital Transformation
AI is changing the world. You have an infusion of AI at every step in the process, whether you talk about the first mile or the last mile. Whether you talk about AI being used to intelligently and automatically capture paper-based invoices or to enrich, augment, and predict incomplete data. But you can't get results from AI if you have data silos. In fact, AI initiatives might fire back if you trained your models with the wrong data.In today's episode, our guest, Claus Jepsen, discusses why AI and ML solutions are less effective if businesses still have data siloed. He also discusses Unit4 stories and their unique approach to the cloud. Finally, he discusses issues with the first and last mile of AI and how they each offer unique challenges.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
Stephan Sieber is the CEO of Transporeon, one of the world's leading Transportation Management Platforms. Prior to joining Transporeon Stephan spent 13 years working for SAP in a number of senior management roles before going on to shape the development of ERP provider Unit4. Stephan now focuses on growing Transporeon's global freight network, which includes +1,300 industrial shippers, +100 large retailers and +145,000 carriers and logistics service providers, which as a result makes it the largest network of its kind. On this week's episode Stephan and Maria discuss: The art of keeping things simple. How to leverage platform innovations to overcome supply chain challenges. What the future holds for the Supply Chain. Make sure to like and subscribe to Transform Talks to never miss the supply chain conversations that matter. New episodes are released every Wednesday. ↓ Stephan Sieber ↓ https://www.linkedin.com/in/stephan-sieber-ceo-transporeon/ ↓ FOLLOW US ON LINKEDIN ↓ Maria Villablanca (Host) https://www.linkedin.com/in/mariavillablanca/ Transform Talks https://www.linkedin.com/showcase/transform-talks/ ↓ FIND US ONLINE ↓ https://futureinsights.org/ https://futureinsights.org/transform-talks/ Get more on-demand supply chain content https://sctvplus.com/pages/sctv-individual Apply to be a guest on the show https://futureinsights.org/speaker-form/ Apply be a sponsor on the show https://futureinsights.org/sponsor-form/
I'm going to date myself here. My first encounter with Mike Ettling, CEO of Unit4, was over 10 years ago. Technology editor for HRO Today at the time, I was relatively wet behind the ears, as the saying goes, when it comes to human capital management and the technology for it. I attended a briefing for analysts and the industry press with Mike, CEO at the time of what was then NorthgateArinso. The gathering was in real life, a.k.a. IRL (a term that had not even emerged yet). "Well, Brent, that goes back some time," Mike said when I brought it up to open the discussion on this episode of the #HRTechChat video podcast. Much has happened since 2011. NGA became NGA Human Resources and, eventually, a part of Alight, and Mike went on to even greater things. Possibly most notable among his past roles is that of CEO for SAP SuccessFactors, a post he held from 2014 to 2018. To say Mike loves thinking about HCM is evident. He sees how it all blends, and he takes it a step further. "Unit4 focuses on ERP for people-centric businesses," he says, and his philosophy there is, in fact, to treat HCM and Unit4's software for enterprise resource planning and financial planning and analysis (FP&A) as being inextricably linked and having one holistic application for business. Mike's perspective here is refreshing. The idea to integrate these activities closely has been forming bit by bit for years, and, from a messaging standpoint and more, the approach has been just screaming for a go-to-market vehicle. The benefits afforded to an organization that treats these activities as linked are many and go beyond potentially sizable newfound efficiencies. The company that can give its financial people visibility into the organization's people overall, its workforce, will cultivate a greater appreciation among the former for the upside of a positive employee experience. Perhaps it is no accident, then, that one of Mike's first executive decisions, when he took the role to lead Unit4, was to rename the human resources department as People Success, a term that captures the essence and spirit of recently gathering trends in HCM and business leadership overall: the tenet that organizations' profitability and overall perpetuity hinges on their embrace of a new guiding ethos, one that asserts the success of the company's people ultimately translates to success, period. Not for naught, the concept is baked into Unit4's tagline, too: "in business for people," which is what initially drew Mike to Unit4, he says. The saying implicitly intersects with diversity, equity and inclusion, another topic we explored during the podcast. Mike says that he is grateful for his upbringing in South Africa, as it instilled in him what he sees as a second nature for DE&I. "You cannot solve DE&I with a process," he says. "You can solve it with empathy and the right leaders in an organization." It was a wide-ranging conversation. Just before recording began, Mike and I joked that our discussion would probably dip into speculation over artificial intelligence at some point (as does most coffee talk in HCM these days, it seems). Amazingly, it did not, but he says he's interested in returning to #HRTechChat someday to discuss AI specifically. That would be yet another fantastic discussion.
Including the Customer in Design, Decision Making, and Expansion Shep Hyken interviews Michelle MacCarthy, Global Head of Customer Success at Unit4. She talks about utilizing feedback to improve customer satisfaction and lead company success. Top Takeaways: · Human-centric CX design is all about communicating with customers, and this goes beyond a one-off survey. It is about regularly speaking with customers directly to deeply understand the customer. It is uncovering where they're benefiting from your product and identifying barriers or pain points that they are experiencing. · Bringing engaged customers who are utilizing your products and services into the design process can help shape great outcomes for your company. · New technology will not replace the human-to-human relationship. Companies must shift the contact center agents' responsibilities to allow them to be more productive and continue to elevate CX. · Anytime you digitize an experience or introduce new technology, ensure you have the basic tools your customers need to easily find what they need, like a good knowledge base on your website, FAQs, or video tutorials. · Customer-led growth is about inspiring loyalty, building trust, and raising the game around customer satisfaction. · Plus, Michelle weighs in on ChatGPT and how it will impact customer experience. Tune in! Quote: "Customer experience is something that's owned by everyone in the organization. Regardless of role, having a truly customer-centric culture will help fuel better employee retention." About: Michelle MacCarthy is the Global Head of Customer Success at Unit4. She leads the company's customer experience strategy transformation and customer success evolution. Shep Hyken is a customer service and experience expert, New York Times bestselling author, award-winning keynote speaker, and host of Amazing Business Radio. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's Show Plays Are As Follows1. Rotherham United Double Chance vs. Swansea City +122 For 1 Unit2. Colorado Avalanche ML vs. Vegas Golden Knights -135 For 2 Units3. Baylor Bears -1.5 vs. Oklahoma State Cowboys -110 For 1 Unit4. Philadelphia 76ers -6.5 vs. Miami Heat -110 For 1 UnitDrop A 5-Star Review & Follow Us On All Our Social Media PlatformsTwitter Facebook Youtube Instagram TikTokAlso, Go & Check Out Our Phenomenal Sponsors Down Below!Sign Up For Bet99 Sportsbook HereCheck Out Last Mountain Distillery HereThanks for reading Competitive Hedge Show Plays! Subscribe for free to receive new posts and support my work. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hedgepod.substack.com
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Today's Show Plays Are As Follows1. Manchester United Vs Leeds United BTTS Yes -128 For 1.5 Units2. Dallas Stars ML Vs Minnesota Wild -130 For 1 Unit3. Tennessee Volunteers vs. Vanderbilt Commodores -9.5 -117 For 1 Unit4. Creighton Blue Jays vs. Seton Hall Pirates Over 134.5 -117 For 1.5 UnitsDrop A 5-Star Review & Follow Us On All Our Social Media PlatformsTwitter Facebook Youtube Instagram TikTokAlso, Go & Check Out Our Phenomenal Sponsors Down Below!Sign Up For Bet99 Sportsbook HereCheck Out Last Mountain Distillery HereThanks for reading Competitive Hedge Show Plays! Subscribe for free to receive new posts and support my work. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hedgepod.substack.com
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Epicor discussed key developments in its Middle East growth strategy at the company's 2023 Middle East ReConnect Customer Day, including plans to launch a new regional data center driven by surging customer cloud adoption. To meet the increased demand for cloud solutions amongst Epicor customers in the Middle East, the new UAE data center is slated to be online in Spring 2023. Unit4 announced the launch of Unit4's Marketplace, a new platform where its ISV, Reseller, and Service partners can showcase their innovative industry and vertical Apps that link to Unit4's ERP solutions. At the recent NetSuite Influencers Conference, NetSuite announced enhancements within its 2023 Release 1 with simplified accounts payable automation through bill capture and payment capabilities, automated price change for subscription renewal, added enhancements to rebated and trade promotions, increased control around tax exemption, and improved capabilities around indirect cost allocation.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
1. Los Angeles Kings ML Philadelphia Flyers -140 for 1.5 Units2. St Louis Blues ML Vs Buffalo Sabres -135 For 1 Unit3. Winnipeg Jets ML Vs Nashville Predators -121 For 1 Unit4. Rutgers Scarlet Knights -6 Vs Penn State Nittany Lions -110 For 1 Unit5. Miami Hurricanes vs. Florida State Seminoles Under 150.5 -110 For 1.5 UnitsDrop A 5-Star Review & Follow Us On All Our Social Media PlatformsTwitter Facebook Youtube Instagram TikTokAlso, Go & Check Out Our Phenomenal Sponsors Down Below!Sign Up For Bet99 HereCheck Out Last Mountain Distillery HereThanks for reading Competitive Hedge Show Plays! Subscribe for free to receive new posts and support my work. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hedgepod.substack.com
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Anita Lettink was the guest for this episode of #HRTechChat. Many viewers of this video podcast may know Anita from her nearly 20 years in positions of increasing seniority at NGA Human Resources (acquired in 2019 by Alight). Following nearly three years as a senior vice president there, she finally left NGAHR in mid-2020 to found HR Tech Radar and write and publish her book, "How to Select Your Next Payroll: The Ultimate Guide." Anita is a payroll expert by any calculus, and it was a real pleasure to reconnect and discuss the subject matter of her book in detail. Having fallen out of touch in recent years, Anita and I actually go way back, originally meeting when she was about midway through her tour of duty at NGAHR. This was back when NGAHR was known as NorthgateArinso, and the chief executive was Mike Ettling (who's now CEO of Unit4). As for little ol' me, I was technology editor for HRO Today. My, how time flies.... Much as nobody has ever complimented or thanked the power company for the electricity working, no employee (or company executive, for that matter) has ever spoken up to give the payroll department a thumbs up for getting payroll right again. When the power goes out or payroll goes wrong, however, watch the emails, text messages and phone calls roll in. "It is the expectation of employees that payroll will be correct," Anita said during the episode. "You cannot overperform payroll. But the moment it is wrong, even for a small group of people, I'd say all hell breaks loose. And all the trust you've built, the reputation that you had, is gone overnight." Payroll is one of those things employees are entitled to, no questions asked. They know this to the point that they don't even think about it, when payroll is right. There's an unspoken understanding. Get payroll wrong, however, and the employer brand suffers. This is why payroll absolutely must be correct. When it is, employee sentiment remains unaffected; when it isn't, employee sentiment tanks. Having been a close observer and actor in the payroll selection process for so long, Anita has — interestingly — identified what she believes to be a specific stage in the process that, left unaddressed, can botch or derail the implementation and subsequent deployment of a payroll solution. What is this stage in the process? Consider viewing this episode of the podcast, where we discuss the answer. Payroll is among my very favorite topics, and Anita brought deep insight to the conversation.
WBSRocks: Business Growth with ERP and Digital Transformation
Do you know an ERP platform that started with the investment from Unit4 as the subsidiary but ended up being on its own and calling itself an ERP? Do you know an ERP system that got its PSA capabilities from the Salesforce consulting firm Appirio, which is now part of Wipro? Do you know an ERP platform that is primarily targeted at service-centric industries? If you have guessed FinancialForce, then you are right.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of FinancialForce's capabilities. We covered many grounds including its origin and alignment with Unit4 and how it shaped up the target market for FinancialForce. Finally, we covered its strengths, weaknesses, and target industries.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
SAP announced its financial results for the third quarter ended September 30, 2022. Highlights from SAP included the increase of Cloud revenue by 38% to approximately 3.3 billion euros, SAP S/4HANA's current cloud backlog up by 108%, and IFRS cloud gross profit up by 44%. IFS continues its 2022 momentum with strong financial results for Q3 year-to-date ending September 30, 2022. IFS's annual recurring revenue increased by 38% year-over-year, with Cloud revenue growing at 104% versus 2021 Q3 year-to-date. Finally, Planful announced its accelerating growth in the 3rd quarter of 2022. This growth was characterized by a 70% year-over-year increase in customer expansion bookings and a record number of new customers. Aptean announced its acquisition of Merlin Business Software Ltd., a provider of enterprise business solutions tailored to wholesalers and distributors, including those serving the industrial supply, building supply, and food and beverage industries. The acquisition will assist Aptean in supporting these industries in the United Kingdom. Unit4 announced a strategic relationship with BDO USA LLP to help nonprofit, professional services, higher education, and State and local government sectors increase agility and efficiency. This relationship will combine Unit4's purpose-built technology solutions and BDO's deep industry experience and solution capabilities around organizational strategy, enterprise transformation, and technology enablement. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
Automating a Professional Service Organization's processes frees key individuals up to focus on delivering value to clients. At the heart of their operations, PSOs are client-oriented. Founder and Managing Principal, Shawn Windle, is joined by Unit4's Senior Manager of Industry Solutions, Bryce Wolf, to discuss the challenges faced by PSOs working through mergers and acquisitions.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
On today's episode of the RecruitingDaily Podcast, William Tincup speaks to Lisa-Moné from Unit4 about the $7.8 trillion productivity problem.Advance Partners solves the inherent cash flow challenges staffing firms face by providing unlimited funding so you never have to say NO to an opportunity again.If you're ready to grow, and want the experienced service that made us the number one funder for staffing firms for the last 25 years, Click Here to learn more!
On today's episode of the RecruitingDaily Podcast, William Tincup speaks to Boyd from Unit4 about the relationship between market dynamics and compensation management.
Founded in the western Netherlands, Unit4 developed next-generation enterprise software to meet the ever-expanding needs of people-centric businesses. Unit4's offerings put significant focus on the person behind the production with its People Experience Suite, which includes financial management, accounting, ERP, FP&A, HCM, and talent management modules. In this episode of The ERP Advisor, we will take an unrestricted dive into Unit4 to display its features and functionalities within the ERP space.https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
In this episode of CX Confessions: The Customer Experience Show, hosts Staci Satterwhite, Chief Customer Officer at Khoros, and Spike Jones, General Manager, Strategic Services at Khoros, sit down with Julie Knight-Ludvigson, Chief Marketing Officer at Unit4. Julie shares her expert perspective on the power of the tech stack when it comes to connecting customers with the brand, the relationship between CXOs and CMOs, and the best collaborative strategies for optimizing the entire customer experience. Join us as we discuss:Julie's shifting key priorities as a CMO todayUsing the tech stack to drive customer engagement and build trustKey strategies for leveraging intent dataThe importance of creating an efficient sales and marketing funnelValuable reference points for gauging customer satisfactionItching for more CX goodness? You can find this interview and many more, by subscribing to CX Confessions on Apple Podcasts, on Spotify, or here.Listening on a desktop & can't see the links? Just search for CX Confessions in your favorite podcast player.This episode of CX Confessions was produced by Quill.
Digital Stratosphere: Digital Transformation, ERP, HCM, and CRM Implementation Best Practices
Unit4 is one of the most common ERP systems used by non-profits, government entities, professional services and other related industries. If you are considering Unit4 for your ERP software, this video will help you understand the strengths and weaknesses of Unit4. —————————————————————— DOWNLOAD MORE RESOURCES BELOW: —————————————————————— 2021 DIGITAL TRANSFORMATION REPORT: http://resource.thirdstage-consulting... TOP 10 ERP SYSTEMS RANKING: https://www.thirdstage-consulting.com... TOP 10 ERP SYSTEMS FOR SMALL BUSINESSES: https://www.thirdstage-consulting.com... TOP 10 CRM SYSTEMS: https://www.thirdstage-consulting.com... GUIDE TO ORGANIZATIONAL CHANGE MANAGEMENT: http://resource.thirdstage-consulting... 20 LESSONS FROM 1,000 ERP IMPLEMENTATIONS: https://resource.thirdstage-consultin... ———————————————————— CONNECT WITH ME: ———————————————————— LINKEDIN: https://www.linkedin.com/in/erickimbe... INSTAGRAM: https://www.instagram.com/erickimberl... TIKTOK: https://www.tiktok.com/@erickimberling0 TWITTER: https://twitter.com/erickimberling CLUBHOUSE: https://www.joinclubhouse.com/@ericki... THIRD STAGE LINKEDIN PAGE: https://www.linkedin.com/company/thir... CONTACT ME TO BRAINSTORM IDEAS FOR YOUR DIGITAL TRANSFORMATION: eric.kimberling@thirdstage-consulting.com
Joining me for the #HRTechChat video podcast is Rachel Jordan. At Unit4, provider of business software for human capital management and enterprise resource planning, as well as financial planning and analysis, Rachel is vice president of HCM product management. Just like several of her fellow relatively new additions to leadership at Unit4, Rachel has a strong a pedigree in the industry. Unit4 is a vendor keen on finding the best ways to align and combine HCM, ERP and FP&A. The possibilities are intriguing, and you'll be hearing more about these from 3Sixty Insights as we stroll through the second half of 2022. Think of this episode of the podcast as an appetizer. HCM technology (including the ethos behind it) has evolved drastically over the past five years, from a focus on talent management to one of supporting the success of people. (Those are two different things, yes.) HR continues to mature in its role, from a largely reactionary position mired in transactional work to one aspiring to proactively support organizational growth and strategy -- and capable of doing so. It makes sense. Organizations have had to adapt their HCM systems broadly and deeply, especially since the pandemic took hold and ushered in work from home, hybrid work and other dynamics once considered novelties or exceptions to the rule. HR's charter now is to facilitate and advocate for the employee experience, and the HCM system is no longer just a database of people, but an ecosystem to support a total employee lifecycle that has, on average, become unconventional and nonlinear -- e.g., career progressions no longer track straight, effective internal mobility hinges on accurate insight into soft skills, etc. Better-delivered information from payroll and compensation strategy and regarding employees' skills influences the employee experience by optimizing internal mobility, facilitating tenure, and rendering current and future personnel costs more predictable. All this change changes the fundamental calculus that HR and other organizational stakeholders must follow to justify their proposals to invest in HCM systems. One way for them to make this argument is to show the value of HCM data as HCM systems become better connected to other domains of the enterprise and the related data becomes more easily combinable in real time. The idea is to shorten the time it takes to figure out how or whether this or that decision regarding people success would deliver value to the organization. As my conversation with Rachel ultimately implies, HR leaders and other HCM-immersed internal organizational stakeholders in positions of influence should emphasize that one major benefit of all this is not only greater organizational agility, but stability, too. Data that an HCM system produces can give employers invaluable insight into which actions are best to take. The ready availability of this data, especially when it's the result of data exchange between systems supporting areas of the business that need alignment anyway, means leaders can take these actions early.
In this episode of The Marketer's Journey, I interview Julie Knight, CMO of Unit4. Julie shares the story of how she landed her position at the software company, which has over 2,000 employees and has been around for more than 40 years now. She also explains the playbook she and her team used to modernize the company's content strategy and weave a consistent narrative across channels.Check out this and other episodes of The Marketer's Journey on Apple Podcasts, Spotify, Stitcher, and Google Play!Key takeaways from this episode:Lead by example. As CMO of Unit4, Julie sets the tone for hundreds of people each day, so she's conscious of the habits, behaviors and overall attitude she brings to the table. With employees working on a remote basis from various locations around the world, Julie aims to focus on keeping her team engaged through ongoing communication, team events and a welcoming open door policy.Reflect your values to the world. When Julie first came on as CMO of Unit4, she noticed a disconnect between the company's incredible culture, strong values and clear mission, and the way these qualities were being conveyed to the world. To bridge this gap, she mobilized her team to help rewrite the company's narrative in a way that would clearly communicate its strengths.Be a ruthless editor. As Julie and the team at Unit4 strategized to craft a new story for the company, it became clear that they would need to do away with much of the content that had been built in the past. In other words, Julie wasn't afraid to clean house if a piece of content didn't align with the simple, streamlined tone they were hoping to capture.Learn more about Unit4 here: https://www.unit4.com/ Learn more about Julie here: https://www.linkedin.com/in/julieknightludvigson/
On this special Fireside Chat, HFS CEO Phil Fersht talks with Mike Ettling, Chief Executive Officer at Unit4 about his personal and digital business journey. Mike mentions that from his first leadership role in the Boy Scouts to executive positions in the tech industry, his career has revolved around elevating, engaging, and enabling people.
WBSRocks: Business Growth with ERP and Digital Transformation
ERP industry is divided mainly into two flavors. One is primarily focused on product-centric industries such as manufacturing, distribution, and retail. The other focuses on service-centric industries such as not-for-profit, architecture and engineering firms, construction, public sector, education, etc. But if you are in the construction or govt contracting space, your needs are likely to be unique. First, you have the compliance needs for unions with their requirements for submissions, which will require substantial reporting functionality for it to work. Then you have in-process compliance requirements, including DCAA, etc. The vanilla ERP, such as SAP, Sage, Acumatica, etc., may require several add-ons to support this critical piece of functionality. Even the ERP designed for professional services such as Workday, Unit4, or FinancialForce may struggle to support the critical functionality needed for these verticals. So what are your options if you are in this space?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to discuss major stories in the ERP and digital transformation space and an objective and independent review of Deltek's capabilities. We covered several grounds, including their positioning in specific micro-verticals, product psychology, and corporate strategy. Finally, we covered several micro-vertical stories and why they chose to implement Deltek over other ERP software.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
You might think you're doing a great job creating an online community, but if your users don't think so, too, then you have a lot of improving to do. That's why it's crucial to listen to your users and put their journey in first place in your organization. In this episode, I interview Adriana Afonso, Online Community Officer at Unit4, about how she orchestrated a recent online community redesign by listening to user feedback. Join us as we discuss: Adriana's role as moderator of the technical side of the community Building a community redesign around user feedback Different methods for reaching customers: chatbot, events, products, forums What people-first design really means Check out this resource we mentioned: Unit4's podcast is Inspiration4U To hear more interviews like this one, subscribe to Titans of Customer Engagement on Audible, Spotify, or your preferred podcast platform. Listening on a desktop & can't see the links? Just search for Titans of Customer Engagement in your favorite podcast player.
Shopify merchants broke Black Friday sales records. Unit4 just announced a multi-tenant industry cloud service called Industry Mesh. Workday will soon acquire VNDLY, a vendor and contractor management system. SAP released a unified low-code/no-code development experience.
In this week's episode: Acquisitions from UKG and ECI, Asia-Pacific expansion from OneStream and Acumatica, and reports of growth from Workday and Intuit.https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup
Customer success has to be a company-wide commitment and an ethos across the entire business. But, how do you make the promise of customer-centricity a reality? To dive deeper into this topic, our host Adam Joseph talks to Michelle MacCarthy, Global Head of Customer Success at Unit4. She shares her view on a successful customer-centric business, how to provide a better customer experience, and whether it is crucial to have a CSM position in your company. Jump straight into: (00:41) - Michelle MacCarthy's work on customer centricity at Unit4 - “The company is delivering on this promise through enterprise resource planning, human capital management, and financial planning applications.” (05:24) - How customer-centric is your business? - “When companies make decisions big or small, they really need to think about how those moves impact the customer.” (08:29) - Fixing for the long-term and how to correctly apply feedback - “We do look to focus on a few areas of the business in bite-size chunks to address the areas that we know will have the most impact across the full customer expense.” (13:15) - How to bring teams together around customer-centricity? - “CSM is becoming even more critical as the customer experience ecosystem evolves.” Resources Connect with Michelle via https://www.linkedin.com/in/mmaccarthy/ (LinkedIn) Hosted by Adam Joseph, The Gamechanger Podcast is a show brought to you by Gainsight. For more information about all of our episodes, please visit https://www.gainsight.com/podcasts/ (https://www.gainsight.com/podcasts). This show is produced and edited by StudioPod. If you want more details on how to fully record and produce your podcast with our services, you can reach us at http://studiopodsf.com (http://studiopodsf.com), send us an email at info@studiopodsf.com or contact us through our social media channels as https://www.instagram.com/studiopodsf/ (@studiopodsf). StudioPod also offers an AirBnB Experience, where you can learn how to podcast; to learn more or to book one of our amazing courses, go to https://studiopodsf.com/courses (https://studiopodsf.com/courses).
This week in ERP news: The Wall Street Journal reports an increase in “technical debt,” several software vendors boast revenue growth (namely, Oracle, Microsoft Dynamics 365, Sage, and IFS), and two other vendors target emerging markets.