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

    14H AGO

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

    1D AGO

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

    2D AGO

    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
  4. 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
  5. 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
  6. WBSP827: Scale Growth by Learning the Top EAM Systems In 2026 w/ Sam Gupta

    MAR 16

    WBSP827: Scale Growth by Learning the Top EAM Systems In 2026 w/ Sam Gupta

    Send a text Enterprise Asset Management (EAM) systems have evolved from simple maintenance tools into strategic platforms that directly influence operational resilience, financial performance, and long-term scalability. Organizations depend on EAM to maximize asset uptime, reduce unplanned downtime, and optimize maintenance costs through structured preventive and predictive maintenance strategies. As asset environments become more complex—with IoT-enabled equipment, distributed facilities, and increasingly stringent compliance requirements—the choice of an EAM system affects far more than maintenance teams. It shapes capital planning, lifecycle cost management, operational visibility, and integration with broader enterprise systems such as ERP and supply chain platforms. Selecting the right EAM solution therefore becomes a critical architectural decision, enabling organizations to extend asset lifecycles, improve operational efficiency, and build a scalable foundation for future digital transformation. In this episode, our host Sam Gupta discusses the top EAM systems in 2026. He also discusses several variables that influence the rankings of these EAM systems. Finally, he shares the pros and cons of each EAM system. Video: https://www.youtube.com/watch?v=vyHW5OMDLD8 Read: https://www.elevatiq.com/post/top-eam-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
  7. WBSP826: Scale Growth by Learning ERP for Complex Equipment Manufacturers: Why Selection Fails and How to Fix It w/ Steve Moon

    MAR 11

    WBSP826: Scale Growth by Learning ERP for Complex Equipment Manufacturers: Why Selection Fails and How to Fix It w/ Steve Moon

    Send us Fan Mail ERP selection for complex equipment manufacturers requires a structurally different evaluation framework than selection for high-volume or make-to-stock businesses, yet many organizations continue to rely on generic ERP shortlists, accounting-centric systems, or horizontal platforms that lack native support for engineered-to-order processes. These environments demand deep integration across engineering, estimating, project execution, and long-cycle manufacturing—capabilities that general-purpose ERP systems often address only through costly customization. As a result, ERP initiatives frequently exceed budgets, introduce operational friction, and fail to scale with business complexity. Without alignment between ERP architecture and the engineered-to-order operating model, the system becomes a constraint rather than an enabler of operational efficiency and long-term growth. In this episode, Sam Gupta hosts Steve Moon, Business Systems Consultant and Andy Pratico, The ERP Santa Claus, from Essential Software Solutions to discuss ERP for complex equipment manufacturers: why selection fails and how to fix it. Video: https://www.elevatiq.com/events-and-webinars/erp-for-complex-equipment-manufacturers-why-selection-fails-and-how-to-fix-it/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Steve Moon: https://www.linkedin.com/in/steve-moon-b86b7513/ 🔗Andy Pratico: https://www.linkedin.com/in/andy-pratico-80175410/ 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
  8. WBSP825: Scale Growth by Learning from Enterprise Software Stories - Dec 2025, Ep 41, an Objective Panel Discussion

    MAR 10

    WBSP825: Scale Growth by Learning from Enterprise Software Stories - Dec 2025, Ep 41, an Objective Panel Discussion

    Send us Fan Mail This wave of enterprise software announcements underscores how AI agents, ecosystem alliances, and data infrastructure are becoming foundational to modern enterprise architecture. Vendors such as Pipefy and Aquant are expanding libraries of pre-built AI agents, while Salesforce continues to scale its Agentforce ecosystem through industry-specific releases, AWS integrations, and its acquisition of Informatica to strengthen data governance and orchestration. At the same time, platform vendors like IFS and Freshworks are enhancing their core cloud offerings to embed automation and intelligence deeper into operational workflows. Strategic collaborations—including Zendesk’s agreement with AWS and Iterable’s release of a Model Context Protocol (MCP) server—highlight the growing importance of standardized orchestration layers that allow AI agents to operate securely across distributed systems. Meanwhile, initiatives such as Sage’s AI Trust Label reflect increasing focus on governance, transparency, and responsible AI adoption as autonomous capabilities become embedded into mission-critical enterprise processes. 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=yyTFFz7aXVA Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Robert Kramer: linkedin.com/in/robert-kramer-58239b22/ 🔗Thomas Wieberneit: linkedin.com/in/thomaswieberneit/ 🔗Jon W. Hansen: linkedin.com/in/jwhansen/ 🔗John Santaferraro: linkedin.com/in/johnsantaferraro/ 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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