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. 4d ago

    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

  2. 5d ago

    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

  3. 6d ago

    WBSP908: Scale Growth by Learning the Top Configure-to-Order Manufacturing ERP Systems In 2026 w/ Sam Gupta

    Send us Fan Mail Configure-to-order manufacturing has unique ERP requirements because product configuration sits directly between the sales and production processes. Unlike make-to-stock, make-to-order, or engineer-to-order environments, CTO manufacturers rely on configurators to translate customer requirements into products that can actually be manufactured. These configurators may be used internally by sales teams or exposed directly to customers, but the resulting configurations must ultimately flow into executable ERP processes, including bills of material, routings, pricing, costing, procurement, and production. Depending on the product complexity, configurations can range from relatively simple options and attributes to sophisticated, multi-layered product structures, making the integration between front-end configuration and back-end ERP execution critical. In this episode, our host Sam Gupta discusses the top configure-to-order 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=Ql3IkCx7QDo 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.

    WBSP908: Scale Growth by Learning the Top Configure-to-Order Manufacturing ERP Systems In 2026 w/ Sam Gupta

  4. Sep 16

    WBSP907: Scale Growth by Understanding How AI Agents Turn Epicor Signals into Autonomous Supply Chain Execution, an Objective Panel Review

    Send us Fan Mail Most ERP systems are effective at generating dashboards, alerts, exception reports, and operational signals, but they often stop short of helping organizations execute the required response. This creates a persistent gap between identifying an issue and taking action, resulting in operational latency across planning, approvals, and execution. To answer these questions, we examine how Taco, Inc. addressed this challenge using data from Epicor ERP and explore the limitations of traditional ERP workflows in closing the loop. More importantly, we break down what organizations need to move beyond visibility and connect ERP insights directly to timely, coordinated action across modern supply chain operations. In this episode, Sam Gupta from ElevatIQ is joined by Mark Bates from Taco Comfort Solutions, and Mike Romeri and Cesar Oliveira from A2go.ai where they discuss how to close the ERP decision gap and how AI Agents turn Epicor signals into autonomous supply chain execution. Video: https://www.elevatiq.com/events-and-webinars/closing-the-erp-decision-gap-how-ai-agents-turn-epicor-signals-into-autonomous-supply-chain-execution/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Mark Bates: https://www.linkedin.com/in/mark-bates-675015236/ 🔗Mike Romeri: https://www.linkedin.com/in/mike-romeri/%20 🔗Cesar Oliveira: https://www.linkedin.com/in/ceoliveira/%20 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.

    WBSP907: Scale Growth by Understanding How AI Agents Turn Epicor Signals into Autonomous Supply Chain Execution, an Objective Panel Review

  5. Sep 15

    WBSP906: Scale Growth by Understanding the Differences Between AI-Native and AI-Powered ERP Systems, an Objective Panel Review

    Send us Fan Mail ERP selection is no longer just about modules, workflows, integrations, and reporting. Organizations must now understand the architectural differences between AI-powered and AI-native ERP systems. While copilots, AI agents, OCR, predictive analytics, and conversational interfaces may create similar user experiences, what happens underneath can be very different. These architectural choices can affect transactional integrity, governance, scalability, implementation complexity, and long-term maintainability. As vendors race to position their platforms around AI, buyers need to look beyond feature lists and marketing claims. The real question is not simply how much AI an ERP offers, but how AI fits into the underlying architecture and whether that architecture can support the organization’s operational requirements over the long term. In this episode, Sam Gupta and Shrestha Dash from ElevatIQ discuss the differences between AI-Native and AI-Powered ERP Systems. Video: https://www.elevatiq.com/events-and-webinars/ai-native-vs-ai-powered-erp-systems-which-ones-are-better/ 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.

    WBSP906: Scale Growth by Understanding the Differences Between AI-Native and AI-Powered ERP Systems, an Objective Panel Review

  6. Sep 14

    WBSP905: Scale Growth by Learning the Top Engineer-to-Order Manufacturing ERP Systems In 2026 w/ Sam Gupta

    Send us Fan Mail Engineer-to-order manufacturing creates some of the most complex ERP requirements because engineering is deeply embedded in the order lifecycle rather than completed before production begins. Products are typically highly customized, high value, and associated with longer sales and delivery cycles. Even after an order is won, engineering changes may continue while procurement, production, costing, and project activities are already underway. As a result, ETO manufacturers need far more than conventional manufacturing functionality. Their ERP architecture must tightly coordinate CRM, estimating, engineering, CAD/PLM, procurement, production, project management, and finance while maintaining visibility into changes, costs, schedules, and margins throughout the entire order lifecycle. In this episode, our host Sam Gupta discusses the top engineer-to-order 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=0yhNGpbpKBA 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.

    WBSP905: Scale Growth by Learning the Top Engineer-to-Order Manufacturing ERP Systems In 2026 w/ Sam Gupta

  7. Sep 9

    WBSP904: Scale Growth by Understanding Configure, Buy, or Build? How AI Changes ERP Decisions, an Objective Panel Review

    Send us Fan Mail ERP implementations rarely fail because of limitations in core functionality. Instead, they tend to break down in the final stages, where industry-specific workflows, company-specific processes, and complex edge cases drive extensive customization that can cost several times more than the ERP platform itself. This last mile is often where organizations lose control of project scope, budgets, and implementation timelines. AI-native ERP strategies are beginning to change this dynamic by shifting custom capabilities outside the ERP core. Rather than embedding complex customizations or relying on fragile bolt-on solutions, platforms such as AiSpecify enable organizations to build governed, auditable applications around the ERP, extending functionality while preserving data integrity, simplifying future upgrades, and maintaining a disciplined enterprise architecture. In this episode, Sam Gupta from ElevatIQ is joined by Sam Yen from Everest ERP where they discuss how to decide between configure, buy, or build and how AI Changes ERP Decisions. Video: https://www.elevatiq.com/events-and-webinars/configure-buy-or-build-how-ai-changes-erp-decisions/ Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Sam Yen: https://www.linkedin.com/in/yensam/ 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.

    WBSP904: Scale Growth by Understanding Configure, Buy, or Build? How AI Changes ERP Decisions, an Objective Panel Review

  8. Sep 8

    WBSP903: Scale Growth by Understanding Drivetrain’s Capabilities, an Objective Panel Review

    Send us Fan Mail Selecting a modern FP&A platform such as Drivetrain is no longer simply a budgeting or software decision. It is a strategic architectural choice that influences forecasting agility, data governance, cross-functional collaboration, and executive visibility across the finance organization. As CPM and EPM platforms continue to evolve, finance leaders must look beyond feature comparisons and evaluate underlying data models, integration strategies, workflow orchestration, and long-term operational fit. In this webinar, we explain why FP&A platform selection should be approached as a finance transformation initiative rather than a standalone technology purchase, highlighting why this perspective is critical for organizations transitioning from spreadsheet-driven planning to scalable, connected, and data-driven finance operations. 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 Drivetrain. Video: https://www.elevatiq.com/events-and-webinars/drivetrain-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 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.

    WBSP903: Scale Growth by Understanding Drivetrain’s Capabilities, an Objective Panel Review
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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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