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Account receivable functions should be as easy as sending a bunch of invoices, making a few phone calls, and collecting cash. It must be the easiest job in the world, right? Well, once you get into the nuances of billing, you will quickly realize that it can get very complex with different payment arrangements, payment schedules, and partial payment options. Each industry may have its own requirements on how AR is supposed to be done. Each ERP system is likely to treat the AR processes differently. So what are the best practices for streamlining AR function?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Account Receivable best practices. We discussed the process boundaries along with different processes that need to be supported by the AR function for different industries. Finally, they shared several stories related to the AR processes and lessons learned from them.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.
Shopify is the name that is now synonymous with eCommerce. Shopify is so easy that you can get up and running within hours and start selling. You also probably don't need the coding background to start selling on Shopify. Then you have thousands of apps that are pre-integrated. But as you add more apps, the cost increases. Also, you might be limited with your options unless you use Shopify Plus, which is relatively expensive. So would Shopify be the right fit for any businesses? Or are there businesses that might not be a fit for Shopify?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Shopify capabilities. We discussed their journey and the overarching corporate strategy to understand their product roadmap. Finally, we discussed their different tiers and how to evaluate Shopify as a platform for your next eCommerce project.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.
Most people underestimate the role of products or services in defining your processes' structure. This is also probably the reason why most industries would have comparable operations. And as a result, they would be using a similar ERP system. For example, the needs of FMCG distributors are likely to be different from industrial distributors. While most distributors might have similar processes, their processes might vary based on the industry served. This is also perhaps the reason why selecting an ERP system is so hard. So, where does Macola fit based on its data model and product architecture?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of ECi Macola's capabilities. We covered many grounds, including its unique capabilities and where it’s likely to be the strongest fit. Finally, we discussed how ECi is trying to rearchitect to align it with other products in its portfolio and why its design has always been biased towards FMCG distributors.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.
COVID has taught us that Supply Chain issues can shake the whole economy. And everyone is attacking Supply Chain issues from their perspective. And sometimes it’s very hard to understand how these solutions will collectively solve the overarching issues within Supply Chain. One of the most critical perspectives that are often missed when we talk about production scheduling is of the buyer who is responsible for procuring materials and ensuring that the shop floor has the materials timely. But managing the procurement process while optimizing the inventory is easier said than done.In today's episode, our guest, Richard Lebovitz, who shares his insights into procurement prioritization and its impact on scheduling and inventory. He also compares and contrasts various systems such as S&OP, IBP, P2P, and vendor collaboration software and where procurement-focused systems such as LeanDNA fit in the architecture. Finally, he discusses how the underlying data and business and the configuration of the business and information model may have an impact on your procurement and production processes.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.
If you cut any materials on your shop floor, you might have nesting software to reduce waste. But the admin efforts increased by a standalone nesting software might eliminate the benefits of reducing waste. Also, if you have multiple software on your shop floors, such as MES, QMS, EAM, nesting, SPC, etc., it might be harder to create the roles and responsibilities of different systems with a clear source of authority. This is especially harder due to the amount of back and forth churn involved for each job order with these integration flows. So what are the best practices for incorporating nesting processes and software into your shop floor?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Nesting best practices. We discussed what the nesting process is and which industries are likely to use it as part of their production process. Finally, we discussed the pros and cons of integration architecture around the nesting process and the place for nesting software in the integration architecture.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.
BigCommerce is the name you will hear in the B2B space. But does BigCommerce have the same options as some of the other sophisticated platforms such as Magento, with a security layer to enable procurement flows, quoting functionality, and catalog release process? Even for the omnichannel experience, you might need an external POS. But one thing it does offer is a very strong variant layer, which might be helpful for brands that might offer customizable options for each style. These variants might also be helpful for industrial brands that might have dimensional inventory. BigCommerce also has headless options to work with other best-of-breed options, such as using it with WordPress. So which companies would appreciate BigCommerce and which one would not?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss BigCommerce capabilities. We discussed their capabilities in the B2B market and if they are comparable with other B2B platforms in the market. Finally, we discussed their unique capabilities for the B2C market and why these capabilities would be critical for those segments.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.
When an ERP system uses a specific buzzword or something that customers might relate to, it's typically the marketing hype. And not really the strength of the product. For example, several cloud products might include a "cloud" word, even if they might be legacy products. Just to prey on uninformed customers! But there is one system that really lives to its name called Infor Visual. That has similar visual capabilities and organization that is rare to find in smaller software packages. Also, most of the smaller packages targeted for job shops typically exploit the broken processes of the customers. Infor Visual is surprisingly an exception there as well. But is Infor Visual a fit for every business out there?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Infor Visual's capabilities. We covered many grounds, including its unique capabilities and where it’s likely to be the strongest fit. Finally, we discussed the challenges with its roadmap and why the product is likely to be sunset soon.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.
There are many different business models for how each ERP vendor promotes its products. Some like to go direct to the customers with their own professional services team while the others only sell through their partners. While not common, some vendors also have OEM arrangements, which is similar to the technology licensing business model, where a distributor may have exclusive rights to modify the product and white label with their branding. This additional layer of complexity may add another layer to the already confusing ERP buying cycle. So what do you need to know about the OEM business model?In today's episode, our guest, David Taylor, shares his insights into the pros and cons of the OEM distribution model for ERP systems. He also discusses the nuances of Australian geography and how different states might have different statutory and compliance requirements related to vendor payments, e-invoicing, and bank integration. Finally, he discusses why the data model for the Australian market may be different from the US and why the products targeted for the North American market may fall short in the Australian geography.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.
eCommerce consultants have been the most enthusiastic about the importance of product configurators. How this is a need for every custom manufacturer. But product configurator comes in many shapes and sizes. A product configurator could be a simple form on a WordPress site that sends out an email to the backend team. Or a 3D configurator with a live product experience. Just like the way you would experience in the Virtual Reality world.  But while talking about configurator experience is easy, executing on it is very hard. As that requires a complete alignment of product, pricing, and BOM data across systems. So what are the best practices for implementing product configurators?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Product Configurator best practices. We discussed why product configurators matter and which businesses would be the right fit to enable the configurator experience. Finally, we discussed the challenges in selecting and implementing configurators including the balance between the IT and business users, setting clear boundaries across systems, and the perceived benefits of a configurator.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.
If you were to name the top 2-3 eCommerce platforms, I am pretty sure you would have Magento on your list. Sure there are always going to be pros and cons of every single platform, but you might find a lot more pros with Magento than cons. The pros are going to be especially applicable for businesses with complex products and catalogs. The businesses that are B2B are likely to benefit from Magento's capabilities. But can Magento be a good replacement for companies exploring enterprise-grade platforms such as SAP Hybris, Oracle Commerce, HCL Commerce, and Salesforce Commerce? If not, what would be the limitations of the platform?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Adobe Commerce/Magento capabilities. We discussed their strength of being open source and which organizations will be the right fit for Magento. Finally, we discussed their unique capabilities such as B2B features, product model, shared catalogs, and workflow capabilities.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.
Sage 50 is the household name for companies that might be in the revenue range of up to $10 million. In fact, there was a time when Sage 50 literally meant that the software was designed for companies with up to 50 users. But some companies may use it even after they outgrow that mark. Sage 50 competes with QuickBooks desktop and will have all the problems that QuickBooks Desktop is likely to have. These problems are likely to become severe with the interaction of offline and online channels. This is especially true when multiple users may be using the file from multi locations. Is that the reason why Intuit decided to move away from its desktop licensing model? And how long would it take for Sage to do the same with their Sage 50 software?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Sage 50's capabilities. We covered many grounds, including their target market and data integrity issues with multiple users. Finally, we compare their capabilities with other competitors in this segment such as QuickBooks Desktop and Xero.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.
Creating good content takes time, effort, and investment. But targeting the right content for the right target buyer and prospect is even harder. Because how do you know which prospect might care for which piece of content? Also, even if they might care about a specific topic today, they might move on from that topic in the future. And this makes engagement marketing super hard. But artificial intelligence is changing that in helping curate content and distributing to the appropriate channels as per the preferences of your readers.In today's episode, our guest, Erica Salm Rench, shares her insights on how AI can be used to improve customer engagement. She also discusses the challenges around email marketing and how AI can reduce the time in compiling the newsletters in an automated fashion to reduce the costs of marketing. She also shares her insights into the technical underpinnings of the AI technology of her platform and the emerging AI trends and technologies that will change how we interact with our customers.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.
Outside process management is a critical process for manufacturers. It's hard for them to run their operations without the support for this process. But you will be shocked how many ERP systems don't support this process natively. Despite their claims that they all are designed to work for any industry. So what are the nuances when it comes to outside process management? And how involved does it get across the industries? Can you manage it outside of the ERP?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Outside Process Management best practices. We discussed the nuances and best practices of Outside Process Management processes and how they might vary in different industries. Finally, we discussed the overlap and boundaries of Outside Process Management processes across systems and functions.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.
Consulting companies have never been good at selling products. IBM is a classic example. They have always struggled with their true identity. While they were one of the strongest engineering organizations, just like BlackBerry, product marketing is a different skill. And that's probably the reason why they ended up selling all of their software assets to other organizations.' WebSphere Commerce is one example. At one point in time, WebSphere Commerce used to be the gold standard for the enterprise commerce platform. But they ended up selling to HCL. Wait, but what is HCL doing with a software product? You would think that this is probably a "mainframe" strategy with a deliberate intention to buy legacy assets. So they can make charge a premium on their billing rate. But if you review the rearchitected version of HCL Commerce, you will be pleasantly surprised how fine of a job they have done with the product.In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss HCL Commerce capabilities. We discussed their strengths and weaknesses and how the HCL acquisition has done wonders to the legacy product that was once the leading product for enterprise commerce for large brands. Finally, we discussed unique capabilities such as mock search, the ability to pin the products on a web page, retrieving the DAM assets using APIs, and the version control of DAM assets.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.
ERP systems get a bad rap for being biased toward manufacturing. So manufacturers must feel comfortable using the mainstream ERP systems out there. Right? Well, at least that's not true for job shops. Job shops are unique in the way they think and work. They have a tendency to feel that they have unique business processes and workflow that require them to use a unique ERP system. But if you review the ERP systems that job shops typically appreciate, you will begin to notice a trend. That these ERP systems were created because the job shops were not willing to change how the other manufacturing businesses run. And that's probably the reason why most job shops very rarely cross the inflection point of $25-50 mil of lifestyle businesses. And one software that is extremely popular in the SMB job shop community is ECi M1, which promises a lot for them. But it's so unique and different that you might face migration issues if you ever grow to cross the inflection point.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of ECi M1's capabilities. We covered many grounds, including their strength of functionality for job shops and why these capabilities were born to support the broken processes that job shops are not willing to change and streamline. Finally, we reviewed their screens, workflow, and key features such as scheduling, job manipulation, and BOM structures.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.
Recent economic events have taught us that Supply Chain is much deeper than most people think. These events, regardless of whether macro- or micro-economic, have the potential to throw off Supply Chain planning. And it requires careful calibration and cross-functional collaboration. So the Supply Chain professionals have data they need to take preventive measures to ensure that you are prepared for Supply Chain disruptions before it is too late.In today's episode, our guest, Michael Van Keulen (MVK), shares his insights on the current supply chain trends and opportunities. He also discusses the procurement maturity model for companies at various stages and what companies that are successful with their procurement and supply chain do differently. Finally, he discusses macroeconomic trends and their impact on the supply chain planning for the company in the short- and long-term.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.
Most companies would rather give a product for free than worry about reverse logistics. Especially when the cost of the supply chain may be higher than the product itself. By the way, reverse logistics is not as simple as printing a shipping label and sending it to your customer. It could include getting a product to your facility and then recycling it or sending it to the vendor for repair. Managing these transactions could be even more difficult when multiple systems might be involved in your architecture. So what are the best practices of reverse logistics?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Reverse Logistics best practices. We discussed the nuances and best practices of Reverse Logistics processes and how they might vary in different industries. Finally, we discussed the overlap and boundaries of Reverse Logistics processes across systems and functions.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.
The debate about whether a platform should be more business vs. developer-friendly is classic. Even the platforms that might claim to be friendly for business users might struggle with aesthetically pleasing interfaces. But Episerver takes a very different approach with their rich CMS that is already integrated with several ERP platforms popular in the industrial space. The B2B space also has very different needs with customer-specific pricing and the availability of products for specific customer groups and divisions. So how is Episerver positioned among other headless vendors and the enterprise-grade platforms such as SAP, Salesforce, and Oracle commerce cloud?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Episerver Digital Commerce/Optimizely’s capabilities. We discussed their strengths and weaknesses and why they have one of the friendliest CMS for B2B mid-market companies. Finally, we discussed their evolution, acquisition journey, their limitations compared to other enterprise platforms, and how their A/B testing might be different.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.
Most people might think of the distribution business as buy-and-sell. But distribution really gets really complex in the industrial space. You have challenges such as price and rebate management, buying groups, rush orders, and millions of SKUs. Unlike manufacturing, you might have very different planning for your warehouses, including push and pull-based replenishment. The bin structures are so complex that they may contain layers and layers of information to ensure that the warehouse crew is able to manage their operations smoothly. So what do industrial distribution businesses need to know about selecting software? Also, how do industrial distribution software such as Epicor Prophet 21, Epicor Eclipse, and Infor CloudSuite Distribution SX.e differ?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Infor CloudSuite Distribution/SX.e's capabilities. We covered many grounds, including their strength in the industrial distribution space and why it is purpose-built for certain micro-verticals of industrial distribution industries. Finally, we discussed their capabilities such as universal search, push, and pull-based replenishment, rebates, order types, and bin structure.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.
Whether to go for iterative deployment or the big bang is always subject to debate. But one factor that is often missed is the number of issues you might get on the day of deployment. As well as, the number of resources that you may require to avoid and control the impact of business disruptions. Most consulting companies would often advise against massive rollouts. The smaller the deployment, the more manageable it is. But that may not always be possible due to the system architecture. And the amount of additional temporary overhead that may be required to support a phased deployment.In today's episode, our guests, Nate and Jess Schisler share their insights on Lululemon’s case study of a massive rollout of their ERP and WMS. They also discuss the specific decisions that led to them opting for the one-weekend rollout despite their system integrator advising otherwise. Finally, they share details about the architectural considerations and resulting inventory issues that required months of hyper-care post-deployment.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.
Comments (1)

amy peterson

Hi WBSRocks thanks for sharing your informative great podcast.

Dec 20th
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