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

    WBSP883: Scale Growth by Understanding DOSS’ Capabilities, an Objective Panel Review

    Send us Fan Mail Many growing commerce and retail businesses reach a point where adding new applications improves speed but also creates operational complexity. Fragmented data, inconsistent inventory visibility, manual reconciliations, and reporting gaps often become barriers to scale, making platform selection as much an architectural decision as a functional one. In this webinar, we provide an independent review of DOSS, an AI-native operational platform built for direct-to-consumer and retail startups, examining its strengths in conversational reporting, agentic workflows, inventory management, demand planning, order management, and commerce integrations. We also evaluate the architectural trade-offs, including inventory reconciliation challenges and the separation of financial and operational data, giving attendees a practical framework to determine whether DOSS aligns with their growth stage, operational complexity, and long-term digital transformation strategy. 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 DOSS. Video: https://www.elevatiq.com/events-and-webinars/doss-erp-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.

    WBSP883: Scale Growth by Understanding DOSS’ Capabilities, an Objective Panel Review

  2. 5d ago

    WBSP882: Scale Growth by Learning from Enterprise Software Stories - May 2026, Ep 60, an Objective Panel Discussion

    Send us Fan Mail This week's enterprise software announcements highlight continued investment in AI, workflow automation, customer engagement, and business application expansion. Exclaimer introduced an integration with Workday to streamline employee communications, while HubSpot launched Answer Engine Optimization capabilities to help organizations improve AI-driven content discovery. Respondology unveiled a solution for managing social media engagement, and StackAdapt expanded its advertising platform with live event campaign workflows for sports marketers. Additional developments include Agiloft's Contract AI platform, Certinia's Spring 2026 product release, Nutrient's workflow automation platform, People.ai's rebrand to Backstory, Sage's expansion of Sage Intacct Advisory, and the introduction of a new Human Capital Management solution, reflecting the industry's continued focus on embedding AI and automation across enterprise operations. 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=fYz8BhGTCCc Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Robert Kramer: linkedin.com/in/robert-kramer-58239b22/ 🔗Michael Fauscette: linkedin.com/in/mfauscette/ 🔗Kenneth ("Kengon") Gonzalez: linkedin.com/in/kengon/ 🔗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.

    WBSP882: Scale Growth by Learning from Enterprise Software Stories - May 2026, Ep 60, an Objective Panel Discussion

  3. 6d ago

    WBSP881: Scale Growth by Learning the Top Food & Beverage ERP Systems in 2026 w/ Sam Gupta

    Send us Fan Mail Selecting the right ERP for a food and beverage business requires a deeper evaluation than simply comparing features. In this episode, we rank the top food and beverage ERP systems for 2026 by first defining the diverse businesses that make up the food and beverage ecosystem. Our analysis spans manufacturers across the value chain, as well as distributors, processors, co-packers, and other organizations that support the industry. For each ERP solution, we discuss the business models, operational requirements, and deployment scenarios where it delivers the greatest value, helping organizations identify the system that best aligns with their unique operational and strategic needs. In this episode, our host Sam Gupta discusses the top Food & Beverage 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=u7il16Lm7E4 Read: https://www.elevatiq.com/post/top-food-beverage-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.

    WBSP881: Scale Growth by Learning the Top Food & Beverage ERP Systems in 2026 w/ Sam Gupta

  4. Jul 15

    WBSP880: Scale Growth by Understanding How to Audit Your Business Processes, an Objective Panel Review

    Send us Fan Mail Most organizations develop workflows gradually as teams expand, business requirements change, and new systems are introduced. Along the way, undocumented processes, manual workarounds, duplicate data entry, and unclear ownership often emerge without deliberate planning. Over time, these issues create operational inefficiencies, process bottlenecks, and inconsistent data that limit visibility and decision-making. A structured process audit helps organizations understand how work is actually performed across departments, systems, and stakeholders rather than how it is assumed to operate. By identifying gaps, redundancies, and opportunities for standardization, a process audit establishes a clear baseline for continuous improvement. More importantly, it creates the foundation for successful enterprise software initiatives, including ERP, CRM, supply chain, and digital transformation programs, by ensuring that technology investments are aligned with well-defined and optimized business processes. Video: https://www.elevatiq.com/events-and-webinars/how-to-audit-your-business-processes-a-practical-framework-for-operational-efficiency/ 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.

    WBSP880: Scale Growth by Understanding How to Audit Your Business Processes, an Objective Panel Review

  5. Jul 14

    WBSP879: Scale Growth by Learning from Enterprise Software Stories - May 2026, Ep 59, an Objective Panel Discussion

    Send us Fan Mail This week’s enterprise software developments highlight the continued expansion of AI, workflow automation, and ecosystem connectivity across CRM, marketing, operations, and enterprise applications. Copado introduced Agentia, a Salesforce-first 360 delivery solution designed to streamline software delivery processes, while ECI Software Solutions added new AI capabilities to its Deacom and JobBOSS² platforms to enhance manufacturing operations. InvoiceCloud unveiled an AI-powered billing experience to improve customer interactions, and Pipefy announced a collaboration with Microsoft to strengthen workflow automation and enterprise productivity. Meanwhile, Airship expanded its fleet of AI agents to support customer engagement initiatives, and Clari and Salesloft introduced new capabilities aimed at improving revenue execution. Exclaimer deepened enterprise integration through its connection with Workday, HubSpot launched a solution focused on Answer Engine Optimization to help organizations adapt to AI-driven search experiences, Respondology introduced new tools for managing and engaging with social media comments, and StackAdapt released a live events campaign workflow tailored for sports advertising markets. Together, these announcements underscore how vendors are embedding AI and automation directly into business processes while expanding platform interoperability and customer engagement capabilities. 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=yOB2KlqraVs Questions for Panelists? 🔗Sam Gupta: linkedin.com/in/samguptausa/ 🔗Robert Kramer: linkedin.com/in/robert-kramer-58239b22/ 🔗Charles Brennan: linkedin.com/in/charles-brennan-048901132/ 🔗Thomas Wieberneit: linkedin.com/in/thomaswieberneit/ 🔗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.

    WBSP879: Scale Growth by Learning from Enterprise Software Stories - May 2026, Ep 59, an Objective Panel Discussion

  6. Jul 13

    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.

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

  7. Jul 8

    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.

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

  8. Jul 7

    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.

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