WBSRocks: Scaling Growth with AI, Enterprise Software, and Digital Transformation

Sam Gupta
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WBSRocks podcast features in-depth conversations on AI-enabled business models, 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!

  1. WBSP835: Scale Growth by Understanding AI-Readiness, an Objective Panel Review

    18H AGO

    WBSP835: Scale Growth by Understanding AI-Readiness, an Objective Panel Review

    Send us Fan Mail AI adoption is accelerating across the enterprise, yet most initiatives struggle to move beyond experimentation, with nearly 80% of projects failing to scale or deliver measurable business value. The reasons are remarkably consistent: fragmented data, poorly defined processes, architectural misalignment, and vendor claims that often outpace organizational readiness. AI does not correct these weaknesses—it amplifies them. When underlying processes are broken, automation accelerates the problems. When data quality is poor, predictive models simply operationalize bad assumptions. As vendors promote copilots, autonomous workflows, and predictive insights, many organizations still lack the governance discipline, data consistency, and process clarity required to support these capabilities at scale. This growing gap between vendor promises and buyer readiness is why many AI pilots stall before reaching production. A successful AI strategy therefore begins with readiness. It requires aligning operating models, strengthening data governance, redesigning workflows, and clarifying decision ownership. A structured AI-readiness framework—built around data, process, architecture, people, and governance—helps executives translate AI from hype into a practical 12–24 month roadmap focused on measurable business outcomes. Video: https://www.elevatiq.com/events-and-webinars/ai-readiness-2026-how-to-strategize-ai-initiatives/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Shrestha Dash: https://www.linkedin.com/in/shrestha-dash-662b00204/ Background Soundtrack: Away From You – Mauro Somm 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.

    1h 2m
  2. WBSP834: Scale Growth by Learning from Enterprise Software Stories - Jan 2026, Ep 44, an Objective Panel Discussion

    1D AGO

    WBSP834: Scale Growth by Learning from Enterprise Software Stories - Jan 2026, Ep 44, an Objective Panel Discussion

    Send us Fan Mail This week’s enterprise software announcements reflect a clear industry-wide acceleration toward AI-embedded operations and ecosystem expansion through partnerships and acquisitions. Accenture’s acquisition of Faculty highlights the growing demand for AI-native capabilities that combine advanced data science with enterprise delivery scale. At the same time, platform vendors are rapidly embedding AI directly into operational workflows: Panaya introduced Seemore, an agentic AI layer designed to automate software change analysis, while Sage added a Copilot capability to Sage Operations Suite to bring conversational intelligence into day-to-day business processes. Industry incumbents are also extending AI deeper into vertical workflows, with SAP unveiling AI-enhanced retail innovations and AVEVA launching new AI tools aimed at engineering and design environments. Meanwhile, ecosystem consolidation and integration remain active themes, as Flexera expands through acquisitions and Syspro partners with SugarCRM to strengthen go-to-market alignment between ERP and CRM layers. Complementing these moves, vendors such as Flowfinity, Akeneo, and Cordial continue to release platform updates that integrate automation, AI agents, and workflow intelligence—further reinforcing that AI is no longer an experimental add-on but a structural layer across enterprise software ecosystems. 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=fTg_sSh1hVQ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Robert Kramer: linkedin.com/in/robert-kramer-58239b22/ 🔗Michael Fauscette: linkedin.com/in/mfauscette/ 🔗Donald Farmer: linkedin.com/in/donalddotfarmer/ 🔗Ankur Jain: linkedin.com/in/advisorankur/ Background Soundtrack: Away From You – Mauro Somm 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.

    1 hr
  3. WBSP833: Scale Growth by Learning the Top S&OP Systems In 2026 w/ Sam Gupta

    2D AGO

    WBSP833: Scale Growth by Learning the Top S&OP Systems In 2026 w/ Sam Gupta

    Send us Fan Mail When analyzing the Top 10 S&OP systems in 2026, it is important to recognize that most S&OP capabilities are not standalone applications but components of broader supply chain planning suites. These suites are particularly common in retail-centric environments, where high SKU counts, omnichannel fulfillment, franchise networks, and volatile demand require structured, macro-level planning coordination. However, the need extends beyond retail. Construction contractors with storefront footprints, franchise-heavy operating models, or expanding eCommerce channels also depend on S&OP frameworks to align demand forecasts, inventory positioning, and supply commitments. In many implementations, S&OP functions as a planning layer within a larger ecosystem that includes demand planning, supply planning, and network optimization. Architecturally, these solutions vary widely: some vendors deliver S&OP as a tightly integrated module inside ERP or supply chain suites, while others position it within analytics-driven “connected planning” platforms that unify finance, HR, and operational planning. Because these approaches differ significantly in scope, specialization, and integration depth, organizations must evaluate them through the lens of their planning maturity, data governance discipline, and enterprise architecture to determine which model will generate the most strategic value. In this episode, our host Sam Gupta discusses the top S&OP systems in 2026. He also discusses several variables that influence the rankings of these S&OP systems. Finally, he shares the pros and cons of each S&OP system. Video: https://www.youtube.com/watch?v=QA4gJulHt3k Read: https://www.elevatiq.com/post/top-sop-systems/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/r-58239b22/ Background Soundtrack: Away From You – Mauro Somm 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.

    25 min
  4. WBSP832: Scale Growth by Understanding DualEntry’s Capabilities, an Objective Panel Review - Part II

    MAR 25

    WBSP832: Scale Growth by Understanding DualEntry’s Capabilities, an Objective Panel Review - Part II

    Send us Fan Mail AI-native ERP platforms are challenging foundational assumptions about what ERP systems are, how they should be implemented, and where meaningful differentiation truly resides. Rather than centering workflows around human data entry, rigid configurations, and predefined transaction flows, platforms such as DualEntry are designed with AI as the primary operational layer, enabling systems to interpret business intent, automate accounting logic, and orchestrate processes with minimal manual intervention. This shift moves ERP from a system of record maintained by humans to a system of intelligence that actively participates in decision-making and execution. As a result, AI-first ERP platforms redefine implementation models, reduce dependency on extensive configuration and customization, and introduce a fundamentally different value proposition—one where competitive advantage comes from adaptive intelligence, continuous learning, and architectural flexibility rather than feature breadth alone. 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-independent-review-part-ii/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Phil Coerper: https://www.linkedin.com/in/philcoerper09/ 🔗Andy Pratico: https://www.linkedin.com/in/andy-pratico-80175410/ 🔗Shrestha Dash: https://www.linkedin.com/in/shrestha-dash-662b00204/ Background Soundtrack: Away From You – Mauro Somm 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.

    1h 3m
  5. WBSP831: Scale Growth by Learning from Enterprise Software Stories - Jan 2026, Ep 43, an Objective Panel Discussion

    MAR 24

    WBSP831: Scale Growth by Learning from Enterprise Software Stories - Jan 2026, Ep 43, an Objective Panel Discussion

    Send us Fan Mail Recent announcements across the enterprise software landscape highlight an accelerating shift toward AI-native capabilities, deeper operational visibility, and composable enterprise architectures. Integrations such as Beroe’s DataHub with the Model Context Protocol and Panaya’s Seemore agentic layer reflect growing momentum around context-aware AI orchestration, while Pipefy’s AI agents and SAP’s AI-enhanced retail innovations demonstrate how vendors are embedding intelligence directly into operational workflows. Strategic acquisitions—including Accenture’s move to acquire Faculty and Flexera’s expansion through multiple purchases—underscore the race to strengthen AI-driven services and platform breadth. Meanwhile, Rockwell Automation’s expansion of its MES portfolio, Certinia’s Winter ’26 release, Flowfinity’s platform enhancements, and ECI Software Solutions’ acquisition of Amper Technologies reinforce the importance of real-time manufacturing visibility, service lifecycle integration, and process automation. Collectively, these developments signal a broader transition from static enterprise systems toward adaptive, AI-driven platforms designed to improve execution speed, operational insight, and scalability. 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=zoX9TLCKcQY Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Robert Kramer: linkedin.com/in/robert-kramer-58239b22/ 🔗Jon Reed: linkedin.com/in/jonerp/ 🔗Jon W. Hansen: linkedin.com/in/jwhansen/ 🔗Charles Brennan: linkedin.com/in/charles-brennan-048901132/ Background Soundtrack: Away From You – Mauro Somm 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.

    1h 2m
  6. WBSP830: Scale Growth by Learning the Top Field Service Systems In 2026 w/ Sam Gupta

    MAR 23

    WBSP830: Scale Growth by Learning the Top Field Service Systems In 2026 w/ Sam Gupta

    Send us Fan Mail Field service operations play a critical role in connecting customer experience, asset reliability, and recurring revenue generation, making them a strategic function rather than a purely operational one. As service models expand to include installations, preventive and predictive maintenance, equipment rentals, and aftermarket support, the supporting systems must evolve beyond simple scheduling or work order tracking. Modern field service platforms must coordinate technician dispatch, parts availability, service contracts, asset history, and real-time performance data while enabling seamless collaboration between service, finance, and supply chain teams. This deeper operational integration allows organizations to improve first-time fix rates, maximize asset uptime, increase service profitability, and deliver more consistent, high-quality customer experiences in increasingly complex service environments. In this episode, our host Sam Gupta discusses the top field service systems in 2026. He also discusses several variables that influence the rankings of these field service systems. Finally, he shares the pros and cons of each field service system. Video: https://www.youtube.com/watch?v=iNCWWbSRXKc Read: https://www.elevatiq.com/post/field-service-systems/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/r-58239b22/ Background Soundtrack: Away From You – Mauro Somm 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.

    19 min
  7. WBSP829: Scale Growth by Understanding Rillet’s Capabilities, an Objective Panel

    MAR 18

    WBSP829: Scale Growth by Understanding Rillet’s Capabilities, an Objective Panel

    Send us Fan Mail AI-native ERP platforms are fundamentally redefining the architectural assumptions that have governed ERP systems for decades, shifting the focus from rigid transaction processing toward adaptive, intelligence-driven orchestration. Unlike legacy ERP systems that retrofit AI as an auxiliary feature, platforms such as Rillet are engineered with AI embedded at the core, enabling native reasoning over financial, operational, and contextual data. This architectural inversion changes how ERP systems are deployed, configured, and differentiated, allowing them to automate workflows, infer relationships, and dynamically adapt to business conditions without relying on extensive manual configuration or brittle customization layers. As a result, AI-native ERP platforms represent not just incremental innovation but a structural shift in enterprise architecture, with the potential to redefine how organizations manage processes, scale operations, and extract decision-grade intelligence from their core systems. 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 Rillet. Video: https://www.elevatiq.com/events-and-webinars/rillet-an-independent-review/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Phil Coerper: https://www.linkedin.com/in/philcoerper09/ 🔗Andy Pratico: https://www.linkedin.com/in/andy-pratico-80175410/ 🔗Shrestha Dash: https://www.linkedin.com/in/shrestha-dash-662b00204/ Background Soundtrack: Away From You – Mauro Somm 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.

    1h 6m
  8. WBSP828: Scale Growth by Learning from Enterprise Software Stories - Jan 2026, Ep 42, an Objective Panel Discussion

    MAR 17

    WBSP828: Scale Growth by Learning from Enterprise Software Stories - Jan 2026, Ep 42, an Objective Panel Discussion

    Send us Fan Mail This wave of product launches, acquisitions, and platform expansions highlights how enterprise software vendors are rapidly embedding AI, data integration, and domain-specific intelligence deeper into their operational cores. Announcements such as Anaplan’s role-based AI agents, Pipefy’s expanded AI agent availability, and Beroe’s integration with the Model Context Protocol signal a shift toward agent-driven orchestration and context-aware automation across planning, procurement, and workflow execution. At the same time, acquisitions like BlackLine’s purchase of WiseLayer and ECI Software Solutions’ acquisition of Amper Technologies reflect a strategic push to strengthen financial automation and real-time manufacturing visibility. Meanwhile, platform enhancements from BillingPlatform, Certinia, Propel Software, and Avetta emphasize tighter integration across revenue lifecycle management, ESG compliance, product development, and supplier governance. Collectively, these developments illustrate a broader industry transition toward AI-native, composable enterprise architectures designed to improve decision quality, accelerate execution, and deliver measurable operational outcomes. 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=qWDc-dx3Q0I Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Robert Kramer: linkedin.com/in/robert-kramer-58239b22/ 🔗Kenneth ("Kengon") Gonzalez: linkedin.com/in/kengon/ 🔗Michael Fauscette: linkedin.com/in/mfauscette/ 🔗Donald Farmer: linkedin.com/in/donalddotfarmer/ Background Soundtrack: Away From You – Mauro Somm 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.

    1h 3m
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WBSRocks podcast features in-depth conversations on AI-enabled business models, 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!

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