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

Sam Gupta
  • 4.9 (72)
  • Management
  • Updated Daily

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. WBSP878: Scale Growth by Learning the Top Non-Profit ERP Systems in 2026 w/ Sam Gupta

    23h ago

    WBSP878: Scale Growth by Learning the Top Non-Profit ERP Systems in 2026 w/ Sam Gupta

    Send us Fan Mail Not-for-profit organizations represent one of the most diverse and operationally complex segments of the ERP market, making software selection far more nuanced than in many commercial industries. Before evaluating the top not-for-profit ERP systems in 2026, it is important to understand the broad range of organizations that comprise this sector, including community-based nonprofits, charitable organizations, foundations, educational institutions, healthcare providers, housing organizations, and investment-focused entities. Although these organizations share a common not-for-profit operating model, their requirements can differ significantly based on funding structures, program management needs, regulatory obligations, reporting requirements, and service delivery models. As a result, selecting the right ERP system requires careful consideration of each organization's mission, operational complexity, financial management needs, and long-term strategic objectives. In this episode, our host Sam Gupta discusses the top non-profit ERP systems in 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system. Video: https://www.youtube.com/watch?v=p6Hox7zRRP0 Read: https://www.elevatiq.com/post/top-non-profit-erp-software/ 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
  2. WBSP877: Scale Growth by Understanding the Best Practices of Connecting Shopify to Acumatica ERP, an Objective Panel Review

    5d ago

    WBSP877: Scale Growth by Understanding the Best Practices of Connecting Shopify to Acumatica ERP, an Objective Panel Review

    Send us Fan Mail As e-commerce operations scale, managing orders, inventory, financials, and customer data across disconnected systems becomes increasingly difficult. In this webinar, we explore how integrating Shopify with Acumatica ERP helps eliminate data silos and create a more connected, efficient order-to-cash process. First, we examine the core integration architecture between the Shopify storefront and Acumatica ERP, highlighting how data flows across sales, inventory, fulfillment, and finance functions. Then, we discuss how real-time synchronization improves inventory accuracy, accelerates order processing, enhances financial visibility, and delivers a better customer experience. For growing e-commerce businesses, this session provides practical insights into building a scalable operational foundation that supports growth while reducing manual effort and operational risk. Video: https://www.elevatiq.com/events-and-webinars/connecting-shopify-to-acumatica-erp-streamline-ecommerce-and-back-office-operations/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Nirav Shah: https://www.linkedin.com/in/niravhshah/ 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
  3. WBSP876: Scale Growth by Learning from Enterprise Software Stories - May 2026, Ep 58, an Objective Panel Discussion

    6d ago

    WBSP876: Scale Growth by Learning from Enterprise Software Stories - May 2026, Ep 58, an Objective Panel Discussion

    Send us Fan Mail This week’s enterprise software developments highlight the accelerating convergence of AI, automation, and platform consolidation across multiple technology categories. Reshift Media launched Franify to help franchise organizations modernize marketing execution, while Sprinklr expanded its customer experience capabilities through its Spring ’26 release. In the AI space, NeuBird AI raised significant funding to advance agentic AI for production operations, and Xoople secured substantial investment to build an AI-ready system of record for geospatial and Earth-scale data. Meanwhile, Advantive detailed its Advantive ONE platform strategy, and AppDirect announced plans to acquire PartnerStack to strengthen ecosystem and partner management capabilities. Amazon Web Services expanded its AI portfolio by introducing Claude Opus 4.7 to Amazon Bedrock, while BlackLine unveiled its Agentic Financial Operations model to transform finance workflows. Certinia introduced Veda, an intelligent operations engine designed to enhance business execution, and Copado launched Agentia, a Salesforce-first delivery platform aimed at streamlining software development and deployment. Collectively, these announcements demonstrate how vendors are embedding intelligent agents, operational automation, and connected data architectures into core enterprise processes to improve productivity, decision-making, and business agility. 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=NXz-mbRHMow Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Robert Kramer: linkedin.com/in/robert-kramer-58239b22/ 🔗Michael Fauscette: linkedin.com/in/mfauscette/ 🔗Brian Jackson: linkedin.com/in/urbanpaddler/ 🔗Kenneth ("Kengon") Gonzalez: linkedin.com/in/kengon/ 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 1m
  4. WBSP875: Scale Growth by Learning the Top Pharma ERP Systems in 2026 w/ Sam Gupta

    Jul 6

    WBSP875: Scale Growth by Learning the Top Pharma ERP Systems in 2026 w/ Sam Gupta

    Send us Fan Mail The pharmaceutical industry encompasses a wide range of business models, making ERP selection a highly strategic decision that extends well beyond feature comparisons. Before evaluating the top pharmaceutical ERP systems in 2026, it is essential to understand the diversity of the market and the unique operational, regulatory, and supply chain requirements that different organizations face. This analysis examines pharmaceutical companies of all sizes, from emerging biotech firms and specialty manufacturers to large global enterprises, each with distinct needs related to compliance, quality management, traceability, production, and commercialization. As a result, selecting the right ERP platform requires careful alignment with an organization's business model, growth trajectory, and long-term operational strategy. In this episode, our host Sam Gupta discusses the top pharma ERP systems in 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system. Video: https://www.youtube.com/watch?v=l0FOuPd2VMA Read: https://www.elevatiq.com/post/top-pharma-erp-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.

    17 min
  5. WBSP874: Scale Growth by Understanding Abacum’s Capabilities, an Objective Panel Review

    Jul 1

    WBSP874: Scale Growth by Understanding Abacum’s Capabilities, an Objective Panel Review

    Send us Fan Mail Selecting a modern FP&A platform has evolved far beyond a simple budgeting or forecasting decision. Today, it represents a strategic investment that influences forecasting agility, data governance, cross-functional collaboration, and executive decision-making. As organizations outgrow spreadsheets and disconnected reporting processes, they require a more integrated and scalable planning environment capable of supporting increasingly complex business needs. Meanwhile, the CPM/EPM market continues to expand with new capabilities, deployment models, and AI-driven functionality, making platform selection more consequential than ever. As a result, finance leaders must evaluate solutions not only on their features but also on their underlying architecture, scalability, integration strategy, and alignment with the organization's long-term operating model and growth objectives. 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 FP&A platform Abacum. Video: https://www.elevatiq.com/events-and-webinars/abacum-fpa-review-independent-in-depth/ 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
  6. WBSP873: Scale Growth by Learning from Enterprise Software Stories - Apr 2026, Ep 57, an Objective Panel Discussion

    Jun 30

    WBSP873: Scale Growth by Learning from Enterprise Software Stories - Apr 2026, Ep 57, an Objective Panel Discussion

    Send us Fan Mail This week’s enterprise software developments reflect continued momentum around AI enablement, industry partnerships, customer experience innovation, and strategic acquisitions. ECI Software Solutions and In Time Tec announced a collaboration to expand technology capabilities for their customers, while M-Files introduced new solutions focused on tax advisory, quality management, and contract processes. Nexthink expanded its digital employee experience portfolio with a new solution for Android and iOS devices, and TrueCommerce embedded agentic AI capabilities across its platform to improve supply chain execution and automation. Meanwhile, Yobi strengthened its AI strategy through a partnership with Microsoft, and Zone & Co expanded its financial operations footprint through the acquisition of Sudozi. Additional market activity included Algolia's launch of Recommendation Analytics to enhance digital commerce insights, Caylent's acquisition of Pronetx to deepen cloud and AI expertise, Optimove's acquisition of Smartico to strengthen customer engagement capabilities, and Pipeliner CRM's rebranding as Coevera. Together, these announcements highlight how software vendors are increasingly combining AI, data intelligence, and ecosystem expansion to drive business value and competitive differentiation. 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=E4A-kDBpB1o Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Robert Kramer: linkedin.com/in/robert-kramer-58239b22/ 🔗Michael Fauscette: linkedin.com/in/mfauscette/ 🔗Charles Brennan: linkedin.com/in/charles-brennan-048901132/ 🔗Jon Reed: linkedin.com/in/jonerp/  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 1m
  7. WBSP872: Scale Growth by Learning the Top Medical Device ERP Systems in 2026 w/ Sam Gupta

    Jun 29

    WBSP872: Scale Growth by Learning the Top Medical Device ERP Systems in 2026 w/ Sam Gupta

    Send us Fan Mail The medical device industry encompasses a diverse range of business models, including consumable manufacturers, distributors, capital equipment providers, and service-focused organizations, each with distinct operational and regulatory requirements. Consequently, selecting the right ERP system involves far more than evaluating feature lists. Organizations must assess how effectively an ERP platform supports their manufacturing processes, quality management initiatives, traceability requirements, compliance obligations, and long-term growth objectives. In this video, we examine the leading medical device ERP systems in 2026 and explore how different solutions address the industry's unique operational, financial, and regulatory challenges, helping organizations identify the best fit for their specific business model and strategic goals. In this episode, our host Sam Gupta discusses the top medical device ERP systems in 2026. He also discusses several variables that influence the rankings of these ERP systems. Finally, he shares the pros and cons of each ERP system. Video: https://www.youtube.com/watch?v=eqE_43prs0k Read: https://www.elevatiq.com/post/top-medical-device-erp-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.

    20 min
  8. WBSP871: Scale Growth by Understanding Advanced Planning and Scheduling: Finite vs. Infinite, an Objective Panel Review

    Jun 24

    WBSP871: Scale Growth by Understanding Advanced Planning and Scheduling: Finite vs. Infinite, an Objective Panel Review

    Send us Fan Mail Advanced Planning and Scheduling (APS) can be a powerful tool for manufacturers, but its success depends on disciplined implementation and a clear understanding of its role within the broader operational landscape. In this session, we explore what APS truly is, moving beyond vendor marketing to define it in practical operational terms. We then examine how APS enhances production scheduling, capacity planning, resource utilization, and shop-floor execution by providing greater visibility into constraints and priorities. For manufacturers struggling with missed delivery commitments, recurring bottlenecks, frequent schedule changes, or constant operational firefighting, this discussion offers valuable insights into how APS can help create a more predictable, efficient, and responsive manufacturing environment. Video: https://www.elevatiq.com/events-and-webinars/advanced-planning-and-scheduling-aps-finite-vs-infinite-capacity-planning-explained/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Mark Feldhamer: https://www.linkedin.com/company/logicdata 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
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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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