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. Oct 7

    WBSP916: Scale Growth by Understanding How to Build Departmental Consensus, an Objective Panel Review

    Send us Fan Mail Organizations often struggle to align departments that operate with different goals, terminology, processes, and performance metrics. Sales may focus on revenue and customer commitments, while operations prioritizes capacity and execution, finance emphasizes profitability and controls, IT focuses on systems and data, and customer service manages expectations after the sale. As a result, the same business issue can look very different depending on who is evaluating it. These differences can lead to conflicting priorities, inconsistent definitions, slower decisions, and unnecessary friction across teams. Without a shared operating framework that connects processes, data, responsibilities, and performance measures, even well-intentioned departments can optimize their own functions while working against the broader goals of the organization. In this episode, Sam Gupta and Shrestha Dash from ElevatIQ discuss how to build departmental consensus across competing priorities, terminology, and operating models. Video: https://www.elevatiq.com/events-and-webinars/how-to-build-consensus-aligning-competing-transformation-priorities/ 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.

    WBSP916: Scale Growth by Understanding How to Build Departmental Consensus, an Objective Panel Review

  2. Oct 6

    WBSP915: Scale Growth by Understanding Pigment FP&A Platform’s Capabilities, an Objective Panel Review

    Send us Fan Mail Modern FP&A platforms such as Pigment are evolving beyond traditional budgeting, forecasting, and reporting to support broader finance transformation initiatives. As planning becomes more connected across finance and operational functions, selecting an FP&A platform is increasingly a strategic business and architectural decision rather than simply a software purchase. In this webinar, we explore how modern CPM and EPM architectures are reshaping planning, forecasting, performance management, data integration, and cross-functional collaboration. We also examine why finance leaders must evaluate these platforms through a long-term transformation lens, considering scalability, governance, integration, and evolving business requirements rather than focusing solely on immediate features and short-term needs. 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 Pigment. Video: https://www.elevatiq.com/events-and-webinars/pigment-epm-platform-an-independent-in-depth-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

    WBSP915: Scale Growth by Understanding Pigment FP&A Platform’s Capabilities, an Objective Panel Review

  3. Oct 5

    WBSP914: Scale Growth by Learning the Top Discrete Manufacturing ERP Systems In 2026 w/ Sam Gupta

    Send us Fan Mail What are the top discrete manufacturing ERP systems in 2026? Before comparing the leading options, it is important to understand what defines a discrete manufacturing environment. Unlike process manufacturing, which typically relies on formulas, recipes, percentages, yields, and batch-based production, discrete manufacturing revolves around identifiable parts and individual units assembled into finished products. Common examples include automotive components, aerospace equipment, industrial machinery, electronics, and furniture. While the distinction may appear straightforward, it creates fundamentally different requirements for ERP architecture, including bills of materials, routings, production scheduling, material planning, engineering change management, product configuration, costing, quality, and traceability. Understanding these operational differences is critical when evaluating ERP systems designed for discrete manufacturers. In this episode, our host Sam Gupta discusses the top discrete manufacturing 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=mE5EZ4bAZP8 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.

    WBSP914: Scale Growth by Learning the Top Discrete Manufacturing ERP Systems In 2026 w/ Sam Gupta

  4. Sep 30

    WBSP913: Scale Growth by Learning from a Heavy Equipment Manufacturing ERP Transformation Journey, an Objective Panel Review

    Send us Fan Mail Heavy equipment manufacturers often operate in complex environments where disconnected systems, operational resistance, and demanding project coordination can create significant barriers to transformation. Yet a successful ERP transformation requires far more than selecting and implementing new software. It requires alignment across engineering, production, supply chain, finance, and operations, while addressing the processes and organizational challenges that often span multiple facilities. In this podcast, we explore the real-world ERP transformation journey of Charl-Pol, a Canadian manufacturer operating five plants across Canada. Through its experience, we examine the practical challenges, critical decisions, and lessons that manufacturers should consider when modernizing their ERP landscape and building a more integrated operating model. In this episode, Sam Gupta from ElevatIQ is joined by Philippe Blackburn from Charl-Pol, Sultan Kaker and Louis Corriveau from Concerti where they discuss a heavy equipment manufacturing ERP Transformation: Charl-Pol’s Journey. Video: https://www.elevatiq.com/events-and-webinars/inside-a-heavy-equipment-manufacturing-erp-transformation-charl-pols-journey/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Philippe Blackburn: https://www.linkedin.com/in/philippeblackburn2/ 🔗Sultan Kaker: https://www.linkedin.com/in/sultan-kaker-686049206/ 🔗Louis Corriveau: https://www.linkedin.com/in/louis-corriveau-4a5939/ 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.

    WBSP913: Scale Growth by Learning from a Heavy Equipment Manufacturing ERP Transformation Journey, an Objective Panel Review

  5. Sep 29

    WBSP912: Scale Growth by Understanding the Art of Building ERP Teams Across Phases, an Objective Panel Review

    Send us Fan Mail ERP projects rarely fail because of software alone. In many cases, the problems begin much earlier with weak governance, unclear decision rights, and teams that are not structured around the needs of the transformation. This webinar explores how organizations should build and organize ERP teams across the readiness, software selection, and implementation phases. It also examines how roles, responsibilities, and decision-making structures should evolve as the project moves from strategy and requirements to solution design, execution, and adoption. Ultimately, the right ERP team structure helps organizations make faster decisions, maintain accountability, manage risk, and keep transformation priorities aligned throughout the ERP lifecycle. In this episode, Sam Gupta and Shrestha Dash from ElevatIQ discuss the art of building ERP teams across phases. Video: https://www.elevatiq.com/events-and-webinars/the-art-of-building-erp-teams-across-phases-readiness-selection-and-implementation/ 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.

    WBSP912: Scale Growth by Understanding the Art of Building ERP Teams Across Phases, an Objective Panel Review

  6. Sep 28

    WBSP911: Scale Growth by Learning the Top Project Manufacturing ERP Systems In 2026 w/ Sam Gupta

    Send us Fan Mail What are the top project manufacturing ERP systems in 2026? Before comparing the leading options, it is critical to define what project manufacturing actually means. In a true project manufacturing environment, the project is fundamental to how the company plans, executes, delivers, and financially manages its products and services. While many manufacturers track activities as projects, including contract printing and packaging companies, project management requirements alone do not make an organization a project manufacturer. The distinction becomes clearer when operational and financial processes converge around the project, including engineering, procurement, production, labor, material consumption, costing, billing, revenue recognition, and profitability. Understanding these differences is essential when evaluating ERP systems designed to support the unique requirements of project-driven manufacturers. In this episode, our host Sam Gupta discusses the top project manufacturing 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=u3pgt8O9S4Y 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.

    WBSP911: Scale Growth by Learning the Top Project Manufacturing ERP Systems In 2026 w/ Sam Gupta

  7. Sep 23

    WBSP910: Scale Growth by Understanding Infor MES Strategy, Unifying ERP, Shop Floor, and AI for Manufacturing Operations, an Objective Panel Review

    Send us Fan Mail Selecting and deploying a Manufacturing Execution System (MES) is no longer simply a tactical shop-floor decision. It is an architectural choice that determines how effectively ERP, machines, production data, and emerging AI workflows work together. In this webinar, we examine Infor’s MES/MOM strategy and how it fits within the broader CloudSuite ecosystem. We also analyze how Infor is responding to the emergence of AI-native manufacturing platforms and what that means for manufacturers evaluating their future technology stack. More importantly, we explore how CloudSuite, MES, and Velocity Suite come together to create an integrated digital factory foundation connecting enterprise planning with shop-floor execution. In this episode, Sam Gupta from ElevatIQ is joined by Matt Barber from Infor and Jan Burian from ARC Advisory Group where they discuss Infor MES Strategy: Unifying ERP, Shop Floor, and AI for Manufacturing Operations. Video: https://www.elevatiq.com/events-and-webinars/infor-mes-strategy-unifying-erp-shop-floor-and-ai-for-manufacturing-operations/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Matt Barber: https://www.linkedin.com/in/mattjbarber/ 🔗Jan Burian: https://www.linkedin.com/in/janburian/ 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.

    WBSP910: Scale Growth by Understanding Infor MES Strategy, Unifying ERP, Shop Floor, and AI for Manufacturing Operations, an Objective Panel Review

  8. Sep 22

    WBSP909: Scale Growth by Understanding Cube FP&A Platform’s Capabilities, an Objective Panel Review

    Send us Fan Mail Modern FP&A platforms such as Cube are evolving beyond traditional budgeting, forecasting, and reporting to become a broader foundation for finance operations and enterprise planning. As organizations look to reduce spreadsheet dependency, finance leaders must evaluate more than individual features, considering forecasting agility, collaboration, governance, data architecture, and executive visibility. In this webinar, we explore why FP&A platform selection should be approached as a long-term finance transformation decision rather than a standalone software purchase. We also examine how modern CPM and EPM architectures are reshaping financial planning, modeling, and decision-making across the organization. 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 Cube. Video: https://www.elevatiq.com/events-and-webinars/cube-fpa-platform-an-independent-in-depth-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

    WBSP909: Scale Growth by Understanding Cube FP&A Platform’s Capabilities, an Objective Panel Review
See All (915)

Trailer

4.9
out of 5
72 Ratings

About

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!

Information