

WBSRocks: Business Growth with Enterprise Software and Digital Transformation
Sam Gupta
WBSRocks podcast features in-depth conversations on customer experience, digital transformation, supply chain, eCommerce, industry 4.0, and enterprise software categories such as CRM, ERP, or analytics suites. The purpose of the show is to help CFOs, COOs, CEOs, and business owners with their daily commercial, operational, or financial challenges by taking a deep dive into business cases and processes, technology strategy and architecture, transformation initiatives, and business models. The show also offers an independent analysis of technology trends, various enterprise software vendors and solutions, and their mergers and acquisitions. Subscribe today to stay on top of digital transformation trends!
Episodes
Mentioned books

May 24, 2022 • 58min
WBSP320: Grow Your Business by Understanding Zentail's Capabilities, an Objective Panel Discussion
Send us a textSelling on multiple channels is hard. They all have their rules and unique business models. Also, the channels and marketplaces are evolving on a daily basis. If you were to manage each of the channels manually, it could quickly become your day job to manage them. Also, even if you were able to do that, you might still run into scenarios of stockouts and struggle to maintain consistent pricing across channels. You not only need the centralized management of your product data. You also need the centralized management of all of your channels from one place. This is where your multichannel platforms are super handy to help manage your multichannel business.In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to conduct an independent review of Zentail's capabilities. We discussed their strength and weaknesses and where they might fit in the eCommerce architecture. Finally, we discussed their PIM and multichannel listing or listing capabilites and why they might be overextending themselves by focusing on the operational problems that typically don't reside in channel-specific solutions.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.

May 23, 2022 • 45min
WBSP319: Grow Your Business by Learning the Nuances of Canadian Cannabis Industry w/ Abu Asif
Send us a textCannabis is a unique industry. You have significant reporting requirements that are ever-changing. And the priorities may change overnight due to the investment risks associated. Also, you run the risk of losing your license if you cannot comply with the requirements. For these reasons, the unsettling nature of ever-changing requirements may make planning for ERP implementations increasingly difficult. But are there unique reporting and audit challenges in Canada? Or is Cannabis equally challenging everywhere?In today's episode, our guest, Abubakr Asif, who shares his insights into the processes of Cannabis businesses in Canada. He also provides his insights into different business models in the Cannabis industry and how cannabis 2.0 differs from 1.0. Finally, he shares his insights into how the unique reporting requirements drive the ERP complexity for the cannabis industry and why the Canadian industry is different from the US.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.

May 19, 2022 • 1h 2min
WBSP318: Grow Your Business by Understanding Microsoft Dynamics 365 Finance & Operations' Capabilities, an Objective Panel Discussion
Send us a textWhen it comes to the needs of large enterprises with more than $1B in revenue, there are only a few solutions that can meet their needs. These solutions have extremely deep capabilities with their localization and globalization. But they are equally deep in their supply chain planning, transportation management, warehouse management, and project accounting. While most people think of Oracle or SAP as the only potential solution for large companies, Microsoft Dynamics 365 Finance and Operations is one solution that's equally deep and capable. But how does Microsoft Dynamics 365 F&O differs from SAP S/4 HANA and Oracle Cloud ERP?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 Microsoft Dynamics 365 Finance and Operations capabilities. We covered several grounds, including the depth of SCM and TMS functionality, their deep localization capabilities, and lean HCM capabilities. Finally, we reviewed their unique features such as Arrival management during inbound transactions, costing sub-ledgers, and the deeper commitment and allocation capabilities.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.

May 18, 2022 • 59min
WBSP317: Grow Your Business by Learning ERP Test Plan Best Practices, a Live Interview w/ a Panel of Experts
Send us a textBuilding a test plan is hard. Executing is even harder. And if you are building a test plan for ERP implementation, you have added challenges. The testing challenges are unique with ERP implementation because the users don't have as much experience with the software development life cycle. They struggle with thinking like a tester where you need to plan for the edge and boundary cases. And ensure that you are not going to find any surprises post your go-live. But how to build a successful test plan for an ERP implementation without issues?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss ERP test plan best practices. We covered many grounds, including the importance of testing and how testing planning and execution are different for ERP projects. Finally, we discussed how to document, automate, and scope testing efforts.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.

May 17, 2022 • 58min
WBSP316: Grow Your Business by Understanding Skubana's Capabilities, an Objective Panel Discussion
Send us a texteCommerce business models have grown in complexity exponentially. The channels such as Amazon and Walmart are always modifying their rules and business models. And it's hard for eCommerce brands to keep up with these regulations and have KPIs aligned with the changed regulations. If they are not aligned and measured, the brands may experience significant financial consequences. But most of these eCommerce platforms are targeted at a specific audience that might be on QuickBooks and may have under $5 mil in revenue. So what challenges can you expect once you grow past $5 mi in revenue? In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Skubana Detailed Independent Review. We discussed their strength and weaknesses and where they might fit in the eCommerce architecture. Finally, we discussed their exit strategy and market positioning, where they are the best fit, and where they might struggle.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.

May 16, 2022 • 48min
WBSP315: Grow Your Business by Learning the Business Model Nuances of Oil and Gas Suppliers w/ David Dozer
Send us a textWhile you might feel that most distribution businesses might be alike, it's not the case. It is especially tricky in industries such as oil and gas due to their compliance requirements and unique quality processes. These companies also go through specific ISO processes that are different from other industries and require you to have unique process arrangements in place to be able to meet them. Finally, each large Oil and Gas OEM may have its standards for the certificate of conformance.In today's episode, our guest, David Dozer, who shares his insights into the business process nuances for oil and gas suppliers. He also provides his insights into their compliance needs and why it is necessary to ERPize the business processes before implementing an ERP. Finally, he discussed issues such as why it is important to select the right-size ERP and how issues such as lot number traceability and 3PL may require aligning your physical and digital processes.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.

May 12, 2022 • 1h 30min
WBSP314: Grow Your Business by Understanding Sage Intacct's Capabilities, an Objective Panel Discussion and Weekly Digital Transformation News Stories
Send us a textIf you ask anyone their opinion about an ERP system, they will tell you that it's a system designed from the perspective of a CFO. Well, this might be partially true. But most CFOs would disagree with it. As they would not relate with these systems just like you. But there are a few systems that take that CFO perspective to the next level. Their perspective includes the ability to dissect data across multiple dimensions, easy financial report writing, and consolidation and elimination across entities. One such system is Sage Intacct, which is really designed from the perspective of a CFO that takes the financial experience to the next level. But would it have the same experience in other areas as the ERP is supposed to be serving all functions equally well?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to discuss major stories in the ERP and digital transformation space and an objective and independent review of Sage Intacct's capabilities. We covered several grounds, including their strength in finance, global multi-entity capabilities, dimensions, and their report writer. Finally, we reviewed the industries where they win the most and their recent views.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.

May 11, 2022 • 1h 1min
WBSP313: Grow Your Business by Learning Financial Consolidation Business Processes Best Practices, a Live Interview w/ a Panel of Experts
Send us a textIf you have multiple subsidiaries, consolidating them could be a very involved process if you don't have an ERP system that natively supports multi-entity functionality. Your process might start with recording intercompany loans and interest earned through your subsidiaries. Then you might need to allocate the corporate overheads and account payables to various subsidiaries. Then you need to complete adjusting entries, followed by closing subsidiary books and then finally closing books for the parent entity.In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss financial consolidation business processes best practices. We covered many grounds, including the rationale for financial consolidation and the appropriate architecture for the multi-entity organization. Finally, we covered the difference between financial and operational integration of different organizations along with the best practices of financial consolidation.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.

May 10, 2022 • 1h 1min
WBSP312: Grow Your Business by Learning Through a Shopify Implementation Case Study of a DTC Brand, a Live Interview w/ a Panel of Experts
Send us a textHow would you feel if you walked into a store and the product you wanted wasn't available? What could you do as a customer service rep if you had this customer at your store? The sales rep in you might be tempted to swipe the credit card. But if you can't deliver on your promises, this transaction may fire back in ways you wouldn't expect. This is where the newer eCommerce architecture allows you to explore scenarios such as buy-online-pick-up-at-store or buy-in-store-ship-to-customer. But these architectural patterns are easier said than done. They require deeply capable platforms such as Shopify. But most importantly, it requires an architecture that can support the demanding needs of such transactions. So what are innovative brands doing to implement this architecture?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss a Shopify case study. We discussed their challenges and drivers for choosing Shopify as their platform and if it would be the right decision for them. Finally, we discussed the nuances associated with the omnichannel and multichannel architecture and why pre-integrated POS with the eCommerce platform is critical for the omnichannel experience.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.

May 9, 2022 • 47min
WBSP311: Grow Your Business by Learning Shopify POS International Payment Implementation Challenges w/ Jacquelyn Laufer
Send us a textHow difficult could the payment process through a POS be? You will probably take it for granted. If you can swipe a credit card in North America, why would be it be a problem in dealing with credit cards from the rest of the world? Well, when it comes to the financial processes internationally, each country has its own banking system and payment gateways. Selecting an eCommerce without thinking through the financial processes of that country might fire back.In today's episode, our guest, Jacquelyn Laufer, shares his insights into the Shopify POS and the challenges associated with international payments. She also shared a story about the challenges associated with Mexico localization. Finally, she shared the importance of product documentation and insights on inventory and warehousing processes inside Shopify and in omnichannel architecture.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.