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Sam Gupta

Principal Consultant at ElevatIQ Inc

Toronto, United States

Sam Gupta has been an ERP thought leader in the digital transformation space for nearly two decades, with the primary focus on financial systems and ERP. He has been part of large transformation initiatives for fortune-500 corporations but now spends his time consulting with SMEs as a Principal Consultant at ElevatIQ.

He is involved with digital transformation projects ranging from enterprise technology selection, integration, upgrade, implementation, and training.

Sam regularly speaks at industry conferences and contributes his experiences through many popular blogs and publications.

He also hosts a podcast called WBSRocks focused on business growth through digital transformation and ERP where he interviews top influencers and executives from ERP, Supply Chain, Digital Transformation, Supply Chain, and Accounting.

Available For: Advising, Authoring, Consulting, Influencing, Speaking
Travels From: Toronto, ON
Speaking Topics: ERP, Digital Transformation, Business Systems, E-commerce, Supply Chain, Industry 4.0

Speaking Fee $200

Personal Speaking Website: wbs.rocks
Sam GuptaPoints
Academic0
Author467
Influencer123
Speaker106
Entrepreneur50
Total746

Points based upon Thinkers360 patent-pending algorithm.

Thought Leader Profile

Portfolio Mix

Featured Videos

ERP Thought Leadership Driving Digital Transformation
August 09, 2021
Webinar : How to Successfully Approach ERP Software Implementation
August 09, 2021
The Marriage of ERP and eCommerce
August 09, 2021

Featured Topics

Why defining business architecture is important before investing in IT or technology?

They say garbage-in-garbage-out when it comes to implementing digital systems. While business architecture may come across as a technical term, the true essence of business architecture is to map the blueprint of your current processes and vision while decoupling the technical solutions. It is similar to drawing a blueprint of your house on a piece of paper before you start constructing it. This exercise helps in identifying the right digital solutions and prevents significant financial risks.

How to start on the e-commerce journey for the first time and grow?

Most manufacturers rely on traditional methods of selling and shy away from modern techniques such as e-commerce. While traditional models existed for ages, they didn't require you to be razor-sharp with your focus, as word-of-mouth wasn't as expensive. And even if you didn't have your business model as refined, you probably survived, and you might argue that you grew to your desired rate. However, e-commerce requires you to refine your business model and understand your ideal customer profile deeper. Or you could be out of cash before you even realize it.

Industry 4.0 Requires a Connected Business System Architecture

Collecting data is easy, but gleaning insights from data have always been challenging. And actionable instructions or the orchestration layer built based on the gleaned insights is even more difficult. But this is where the real value of industry 4.0 initiatives is when machines and software can learn the context in real-time and take actionable steps that will positively impact the bottom line.

Company Information

Company Type: Company

Areas of Expertise

Business Continuity
Business Strategy
Change Management
Cloud 30.15
CRM 30.81
Customer Experience
Digital Transformation 50.88
ERP 100
IoT 30.48
Marketing 31.71
Mergers and Acquisitions
Retail
Sales 30.66
Entrepreneurship 30.52
Management 30.43
Supply Chain 30.13

Industry Experience

Aerospace & Defense
Automotive
Building Materials, Clay & Glass
Consumer Products
Furniture
High Tech & Electronics
Industrial Machinery & Components
Manufacturing
Metal Products
Pharmaceuticals
Retail
Travel & Transportation
Wholesale Distribution

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Publications

17 Article/Blogs
You Lose Money With Fake Cloud
Acumatica Official Blog
September 30, 2021
Cloud has always been a highly controversial topic. Its definition changes with each handshake. With such a misunderstanding, there are several variations of cloud ERP systems available. You could gain significant financial benefits with an actual cloud-based ERP solution, and you might lose with an artificial one. Therefore, it’s essential to understand the difference between a fake and a real cloud.

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Tags: Cloud, Digital Transformation, ERP

Why Manufacturers Need a Solid SKU Strategy for E-commerce Success
Industrial Media, LLC
June 24, 2021
Who would think that a number as simple as a stock-keeping unit (SKU) could drive your business processes and impact your customer experience? Also, regardless of whether you reference it as part number, inventory ID, or SKU, you need a way to quickly identify your inventory and locate them in your warehouse, whether you are consuming it for your production or shipping it to a customer.

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Tags: Digital Transformation

Do ERP Systems Belong in a Corporate Office or Shop Floor?
Manufacturing.net, Industrial Equipment News
February 10, 2021
When executives think of the manufacturing ERP systems, they often relate with them to be limited to corporate offices' administrative functions. This misconception may partly be because of how the Purdue Model depicted the place for business or ERP systems.

Along with this misunderstanding, limitations of traditional ERP systems, perceived fear of cyber-attacks, and underutilization of ERP capabilities played a notable role in why ERP systems rarely communicated with the shop floor. While modern manufacturing ERP systems have come a long way to support shop floors' needs, these psychological barriers prevent manufacturing companies from taking full advantage of ERP systems.

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Tags: Digital Transformation, ERP, IoT

Manufacturing ERP Needs to Be More Than Vanilla
Infor Official Blog
November 19, 2020
As an ERP buyer for manufacturing, you will come across several options with their claim to be suitable for any industry or situation. In reality, each ERP systems' design supports concrete business processes based on size and micro-vertical. Implementing an ERP outside its core expertise increases the risk and costs for you.

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Tags: Digital Transformation, ERP

ERP System Price: How Much Does ERP Software Cost?
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November 17, 2020
ERP system price is complex to understand. It contains several variables impacting not only your costs but the outcome of your project. With several options available, it’s often hard to compare them and assess the actual ERP software cost of ownership. Although you might appreciate the straight-f

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Tags: Digital Transformation, ERP

Document Management: A Need for Manufacturing ERPs
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October 18, 2020
Manufacturers have varying document management maturity levels. Some manufacturing companies have well-defined processes for managing their documents, while others struggle with their ad-hoc procedures. Although you might manage to collaborate using ad-hoc methods, they are also a leading cause of t

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Tags: Digital Transformation, ERP

A DIY ERP Implementation: Do You Need Consulting Help?
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October 09, 2020
The DIY ERP implementation is on the rise. Before considering it, read on to understand the risks associated with this approach.
The post A DIY ERP Implementation: Do You Need Consulting Help? appeared first on ElevatIQ | ERP Consultant in Greater Toronto Area | Ontario.

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Tags: Digital Transformation, ERP

Five Solid Reasons to Upgrade Your Outdated ERP Today
Infor Official Blog
September 30, 2020
We all had good and bad experiences with our lives. If an ERP project doesn't deliver its benefits per your expectations, the experience may leave a sour taste in our mouths. With such prior experience, you may have lost faith in the claims of digital transformation. You may not even be willing to open up any conversations about ERP innovation regardless of its benefits.

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Tags: Digital Transformation, ERP

You Need to Read This Before Buying QuickBooks’ WMS Add-On
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September 20, 2020
QuickBooks’ design doesn’t support the operational processes of a growing company. Read on to learn
The post You Need to Read This Before Buying QuickBooks’ WMS Add-On appeared first on ElevatIQ | ERP Consultant in Greater Toronto Area | Ontario.

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Tags: Digital Transformation, ERP

A Comprehensive Review of ERP Purchase Process
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September 13, 2020
Finding a suitable ERP system for your company and going through the long ERP purchase process could be stressful and frightening because of the unforeseen risks and required persuasion. If you are responsible for finding a new ERP for your organization (and this is your first time buying an ERP), t

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Tags: Digital Transformation, ERP

Your New ERP No Longer Requires You to Lose Valuable Historical Data
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September 12, 2020
Migrating ERP historical data has never easier. Traditionally SME businesses sacrificed it. Read to learn why it is no longer an issue
The post Your New ERP No Longer Requires You to Lose Valuable Historical Data appeared first on ElevatIQ | ERP Consultant in Greater Toronto Area | Ontario.

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Tags: Digital Transformation, ERP

5 Reasons Why Canadian Frozen Food Manufacturers Require Deeper ERP Capabilities
Mentor Works Official Blog
September 08, 2020
If you are new to Canada’s consumer packaged goods (CPG) manufacturing sector, you might think that frozen food must be the most straightforward business to run. Isn’t the frozen food business all about cutting vegetables, throwing them in the freezer, and making tons of money? Well, while that is somewhat true, the perspective of ERP process complexity sees it as one of the trickier business operations.

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Tags: Digital Transformation, ERP

Six ERP Features the Event Management Industry Uniquely Needs
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September 07, 2020
Companies in Exhibit or event management industry require unique ERP capabilities including project-based manufacturing. Read on to know why
The post Six ERP Features the Event Management Industry Uniquely Needs appeared first on ElevatIQ | ERP Consultant in Greater Toronto Area | Ontario.

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Tags: Digital Transformation, ERP

Five Ways the Exhibit Management Industry Benefit From ERP
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September 07, 2020
Exhibition or a trade show companies have a lot of moving parts in managing their complexity, read along to learn how ERP benefits you.
The post Five Ways the Exhibit Management Industry Benefit From ERP appeared first on ElevatIQ | ERP Consultant in Greater Toronto Area | Ontario.

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Tags: Digital Transformation, ERP

Ontario Automotive Modernization Program Grants for Manufacturing Innovation
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August 27, 2020
You can qualify for O-AMP program if you are an auto manufacturer or supplier. Read more to learn if you may be qualified
The post Ontario Automotive Modernization Program Grants for Manufacturing Innovation appeared first on ElevatIQ | ERP Consultant in Greater Toronto Area | Ontario.

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Tags: Digital Transformation, ERP

Sticking With EPICOR Was Always Risky but Now Could Be Riskier
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August 26, 2020
Epicor has always had challenges. With KKR pulling off its investment, it could be even more challenging for Epicor. Read more to learn why
The post Sticking With EPICOR Was Always Risky but Now Could Be Riskier appeared first on ElevatIQ | ERP Consultant in Greater Toronto Area | Ontario.

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Tags: Digital Transformation, ERP

What Types of ERP Systems Are Available for Canadian Manufacturers?
Mentor Works Official Blog
August 18, 2020
ERP systems for Canadian manufacturers are also full of choices, but the choice they make might be make-or-break for their business. Through this article, Canadian manufacturers will learn their options and how to find an ERP system that will “make” them.

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Tags: Digital Transformation, ERP

1 Corporate Partner
Century Business Solutions Partners with ElevatIQ to Deliver Credit Card Processing within Acumatica
PRWeb
October 08, 2020
The partnership between Century Business Solutions and ElevatIQ will allow merchants to process payments directly within Acumatica, providing new productivity gain, lowering processing fees and increasing data security.

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Tags: Digital Transformation, ERP

2 Founders
Founder
WBSRocks
October 01, 2020
WBSRocks is a community and a media company focused on digital transformation and business growth. It runs several initiatives including a podcast, clubhouse rooms, happy hours, Twitter chat, slack, and LinkedIn communities, and a network of LinkedIn influencers.

WBSRocks helps companies that are looking to create white-labeled communities and podcasts around their target audience utilizing our network. These communities help companies in expediting content development, growing their network, and recruiting and building relationships with their target customers and influencers.

WBSRocks is capable of managing the end-to-end process of community development including recruiting the target customers, launching a white-labeled podcast, building the audience and buzz around the podcast, inviting them to speak on the podcast, interviewing them on the topic aligned with brand offerings, promoting on podcasting and social media platforms, and finally nurturing relationships to find leads.

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Tags: Digital Transformation, ERP

CEO / Principal Consultant
ElevatIQ Inc.
December 01, 2015
ElevatIQ is a digital transformation consulting firm with a focus on business process automation, customer experience, continuous improvement, and marketing automation. ElevatIQ helps with the procurement of business systems (such as ERP and CRM) and provides implementation assistance for the systems produced by tier I publishers. Through its partnership model with several edge software providers, ElevatIQ is your one-stop shop for all your business transformation and digital needs.

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Tags: Digital Transformation, ERP

1 Panel
Webinar : How to Successfully Approach ERP Software Implementation
SelectHub
July 15, 2021
A panel of experts answers everything you wanted to know but were afraid to ask about implementing ERP and other enterprise software for optimal results

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Tags: Digital Transformation, ERP

150 Podcasts
WBSP153: Grow Your Business by Learning To Identify ERP Disasters Through ERP Demos w/ Andy Pratico
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September 20, 2021
ERP sales teams are some of the most confident people, while the ERP implementation team would come across as the most nervous. If you ever sat in an ERP demo, the sales team would provide assurance on every single doubt you might have, and the implementation team is rarely involved in the sales pro

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Tags: Digital Transformation, ERP

WBSP152: Grow Your Business by Aligning Sales Compensation Strategies With Your Growth Plans w/ Ryan Wicklum
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September 19, 2021
Sales compensation is a multi-edged sword. There are many variables, and each variable could significantly impact your top line and bottom line if the consequences are not thought through. If the base salary is too low and if it doesn't meet the basic needs of salespeople, they might be looking for

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Tags: Digital Transformation, ERP

WBSP151: Grow Your Business Through Enterprise Integration, a Live Interview w/ a Panel of Experts
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September 16, 2021
Irrespective of whether you are integrating two hardware components or software products, the challenges are similar. You need to understand the current state of the integrated components, but the future state is equally important, especially if the future state may not be in your control. For examp

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Tags: Digital Transformation, ERP

WBSP150: Grow Your Business by Better Understanding E-Commerce Discounting Strategies, a Live Interview w/ a Panel of Experts
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September 15, 2021
Marketers tend to offer sitewide discounts to their entire audience without considering where visitors are in the buyer's journey. Sure, that might drum up more sales, but it can hurt your bottom line in the long run. They also use discounts to attract the top of a funnel audience. Sure that's effec

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Tags: Digital Transformation, ERP

WBSP149: Grow Your Business Through Dynamic Adjustments to Warehouse Operations w/ Jon Schechter
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September 14, 2021
When it comes to automated storage and retrieval systems (ASRS), there are several choices available. You have regular ASRS systems that will require changes to your facility and processes as they are designed to be more of the conveyor belts. Mobile ASRS, on the other hand, don't have to travel in

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Tags: Digital Transformation, ERP

WBSP148: Grow Your Business by Increasing Average Order Value w/ Ronnie Teja
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September 13, 2021
Strategic placement of complementary products and personalized recommendations can help increase revenue from each transaction and the lifetime value of each customer. But strategic placement is art and science and requires you to understand customer behavior at a deeper level. If you go overboard w

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Tags: Digital Transformation, ERP

WBSP147: Grow Your Business by Forecasting the Outcome of Strategic Sourcing w/ Edmund Zagorin
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September 12, 2021
As a procurement leader, if you are too focused on seeking discounts, sometimes you might lose sight that the cost of spend could be higher than the discount you might be seeking. Also, as the number of SKUs increases in your organization, the SG&A costs rise at an increasing rate than your top

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Tags: Digital Transformation, ERP

WBSP146: Grow Your Business by Preparing for Enterprise Security Issues, a Live Interview w/ a Panel of Experts
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September 09, 2021
Cybersecurity issues are becoming more and more common. As the adversaries and state-funded agencies get sophisticated in their capabilities, most businesses will need to rethink their cybersecurity strategy. It will be even more critical for regulated companies such as aerospace and defense and med

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Tags: Digital Transformation, ERP

WBSP145: Grow Your Business by Better Understanding Conversion Rate Optimization Techniques, a Live Interview w/ a Panel of Expe...
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September 08, 2021
For e-commerce sites, the conversion rate is perhaps the most critical metric. Many sites focus on getting tons of traffic, but what is the point in having that traffic if they don't convert. When it comes to improving conversion rate, various factors drive the conversion rate, including page speed,

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Tags: Digital Transformation, ERP

WBSP144: Grow Your Business by Avoiding ERP Disasters Through the Investment in the Pre-ERP Phase w/ Rich Sade
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September 07, 2021
The most critical factor in winning or losing a deal is always timing. And the faster you convert your customer, the faster you answer all of their questions, and the faster you ship it to them, you can outrun your competition. To do so, you need to think about the speed to your customers and suppli

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Tags: Digital Transformation, ERP

WBSP143: Grow Your Business by Avoiding Outsourcing Your Role as a Sponsor w/ Tim Morton
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September 06, 2021
Balancing your day job and executing a transformation project in parallel could be frustrating. Your team might look up to you to make the most crucial decisions when you might not fully understand the implications of those decisions. To avoid this uncomfortable situation, you might want to outsourc

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Tags: Digital Transformation, ERP

WBSP142: Grow Your Business by Improving Internal Capacity w/ Dave Westrom
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September 05, 2021
As a plant manager or an executive responsible for the P&L of a manufacturing plant, you will need to make several decisions to improve your internal capacity. They could be adding more bodies, equipment or adding a new location. Unfortunately, if you don't have data to substantiate them, it may

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Tags: Digital Transformation, ERP

WBSP141: Grow Your Business Through Enterprise Analytics Strategies, a Live Interview w/ a Panel of Experts
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September 02, 2021
If you are a growing siloed organization, you will have puddles of data sitting inside every department. You could also have hundreds of unused reports on top of your ERP system that you might not even be aware of. If you want to avoid growing pains because of data, you need centralized ownership an

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Tags: Digital Transformation, ERP

WBSP140: Grow Your Business by Understanding the Nuances of SEO Strategies, a Live Interview w/ a Panel of Experts
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September 01, 2021
Mastering SEO is no longer optional for ecommerce companies and manufacturers. If you are starting on your SEO journey, you will need to make decisions between SEO and PPC strategies. You will also need to understand the nuances of keyword strategies to identify the right targets that will help you

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Tags: Digital Transformation, ERP

WBSP139: Grow Your Business by Expanding Your Footprint Through E-Commerce Marketplaces w/ Paul Sonneveld
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August 31, 2021
If you are ready to expand your e-commerce footprint, you have several choices. For example, suppose you have been selling to the most popular channels, such as Amazon in North America. In that case, you might want to explore other channels such as Walmart, Alibaba, or Etsy. Or you might want to exp

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Tags: Digital Transformation, ERP

WBSP138: Grow Your Business Through ISO Compliance w/ Derek Hall
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August 30, 2021
The journey of ISO could feel overwhelming with the amount of standardization and documentation required. But if your machine shop never served a regulated industry, it could be a great start as you expand your market to other sectors such as aerospace, defense, or automotive. You will not only be r

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Tags: Digital Transformation, ERP

WBSP137: Grow Your Business by Driving Cross-Functional Clarity w/ Pam Fox Rollin
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August 29, 2021
Due to how companies function in the startup phase and evolve, most of them operate in silos because it's hard to find cross-functional talent. In addition, the cross-functional processes are perceived to be slow. It's also tough to train people in multiple disciplines. As a result, most SMBs will h

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Tags: Digital Transformation, ERP

WBSP136: Grow Your Business by Better Planning Digital Projects, a Live Interview w/ a Panel of Experts
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August 26, 2021
Managing digital projects have never been easier. While there have been tons of attempts to improve the process with Agile methodologies, the timeline, budget, and scope are still tough to manage. There are several explanations as to why digital projects are harder. For example, each digital project

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Tags: Digital Transformation, ERP

WBSP135: Grow Your Business by Better Planning E-Commerce Budget, a Live Interview w/ a Panel of Experts
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August 25, 2021
E-commerce opportunity is highly lucrative. As an executive responsible for e-commerce success, you will come across several options and opportunities. But if you don't know how to plan for e-commerce, you might be out of cash without knowing what went wrong. For example, it could happen as you over

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Tags: Digital Transformation, ERP

WBSP134: Grow Your Business by Uncovering Supply Chain Risks Through Supplier Intelligence w/ Matt Keyes
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August 24, 2021
If you are a small business operating as a single entity with one warehouse and site, most of your suppliers will have a handshake relationship. But as you grow, you are going to add more sites. Each site may have its procurement functions and may manage its supply chain. This is where having accura

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Tags: Digital Transformation, ERP

WBSP133: Grow Your Business by Streamlining Warehousing Operations With WMS Systems w/ Roy Strauss
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August 23, 2021
Every user in a company has different needs when it comes to completing their jobs. The warehouse users, in particular, are worried about how fast they can move the goods and organize accordingly. Therefore, to be effective with warehousing operations and organization, you need tons of data that can

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Tags: Digital Transformation, ERP

WBSP132: Grow Your Business by Making Automation initiatives Successful w/ Jake Hall
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August 22, 2021
Automation technologies are advancing at a rapid pace. There are tons of options available whether you are looking to automate some of the operations of your production process. Or you may be automating process steps such as trailer unloading that are essential but may not be billable. And the more

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Tags: Digital Transformation, ERP

WBSP131: Grow Your Business by Understanding the Nuances Associated With Software Licensing and Pricing, a Live Interview w/ a P...
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August 19, 2021
To understand the total cost of ownership of software, one of the critical pieces that you need to understand would be the software license and pricing. There are several nuances of the licensing model with several variables that could impact your total costs. The licensing and pricing nuances could

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Tags: Digital Transformation, ERP

WBSP130: Grow Your Business by Understanding the Implications of E-Commerce Customer Service Strategies, a Live Interview w/ a P...
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August 18, 2021
The game has completely changed when it comes to serving customers in the new world of e-commerce. The personal touch that existed in the traditional world may not exist in the e-commerce world. The customers also operate in self-serve mode, so they need a lot of information to research and make dec

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Tags: Digital Transformation, ERP

WBSP129: Grow Your Business by Creating the Strategic Financial Framework w/ Jeannie Doherty
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August 17, 2021
How vital could bookkeeping be? Isn't it all about capturing all the transactions and creating a bunch of statements to file taxes? Well, strategic financial planning is where your real opportunities reside. If you are not strategic about it, you may be chasing wrong opportunities that may not have

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Tags: Digital Transformation, ERP

WBSP122: Grow Your Business by Learning Key Nuances From the Distillery Industry w/ Jim Vinoski
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August 08, 2021
The processes of most food and beverage businesses are challenging due to government regulations. Still, the distillery business is even trickier due to maintaining inventory through the production process. There is significant inventory tied in the final phases of the production process. Then you d

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Tags: Digital Transformation, ERP

WBSP121: Grow Your Business by Learning To Save Implementation Failures by Building Successful Digital Teams, a Live Interview w...
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August 05, 2021
The majority of digital transformation initiatives fail, and in most cases, they fail because of people issues. When it comes to building digital initiative teams, you need a comprehensive approach. The first batch of champions you have chosen to drive the initiatives may be super excited initially.

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Tags: Digital Transformation, ERP

WBSP120: Grow Your Business by Understanding the Implications of Software Licensing and Contracts on Your Bottom-Line, a Live In...
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August 04, 2021
Choosing a platform for your e-commerce is not easy. There are several factors to consider. While SaaS options make buying and maintaining easier, their pricing could be tricky to understand. The hosting for open source options could be cheaper, and the licensing fee might not be applicable with the

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Tags: Digital Transformation, ERP

WBSP119: Grow Your Business by Learning From the Success of a Trailer Manufacturer w/ Darrin Mitchell
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August 03, 2021
When you start your business, you are going to do everything in your power to survive. You might sell anything and everything to anyone and everyone who has cash. But as you grow, the number of decisions that your team will have to make daily will grow exponentially as well. The more products you ma

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Tags: Digital Transformation, ERP

WBSP118: Grow Your Business by Learning the Nuances of Procuring Food Packaging Equipment w/ Christine Von Pander
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August 02, 2021
Packing is always the bottleneck in most manufacturing facilities and is often blamed for slowing production down. But replacing the packaging equipment is never fun as you need to understand thousands of variables related to machines and their impact on your process. The manufacturers might not und

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Tags: Digital Transformation, ERP

WBSP117: Grow Your Business by Learning the Nuances of the Agriculture and Poultry Business w/ Gabriel Paunescu
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August 01, 2021
What comes to mind when you think of the most complex business from the viewpoint of business processes? I can almost guarantee that it will not be a poultry business. How hard could the poultry business be to run? Shouldn't it be as simple as raising a bunch of chickens, feeding them corn, and sell

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Tags: Digital Transformation, ERP

WBSP116: Grow Your Business by Learning To Select Software and Avoiding Surprise Bills w/ a Panel of Experts
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July 29, 2021
The traditional methodology for selecting software focuses on features and functions. In fact, if you have too many features, the software is likely to be complex, and it may be harder for business users to learn and adapt it. While features are important to select the right software, more often tha

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Tags: Digital Transformation, ERP

WBSP115: Grow Your Business by Understanding the Implications of Deployment Strategies on Your Bottom-Line, a Live Interview w/ ...
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July 28, 2021
Most financial executives leave the deployment details to their IT team as long as their websites run fine. But while making a decision for your e-commerce platform, your biggest cost driver will be how and where the solution will be deployed. If you are signing a SaaS or hosting contract, you need

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Tags: Digital Transformation, ERP

WBSP114: Grow Your Business by Planning and Measuring Marketing Channels w/ John Readman
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July 27, 2021
If you are responsible for cutting the check for your marketing spend, it's a frightening experience. Your marketing teams may sound highly confident in every initiative they might have on their radar, but you know from your prior experience that marketing investments are extremely risky. You requir

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Tags: Digital Transformation, ERP

WBSP113: Grow Your Business by Learning Digital Commerce Sales Compensation Best Practices w/ Lori McDonald
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July 26, 2021
E-commerce is all about mapping your sales and marketing processes digitally regardless of the type of your business, irrespective of whether you transact online or send them invoices. But while transitioning to e-commerce, one of the resistance you will face is the adoption of e-commerce, as your s

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Tags: Digital Transformation, ERP

WBSP112: Grow Your Business by Preventing Digital Transformation Project Failures w/ Bonnie Tinder
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July 25, 2021
If you are embarking on the journey of your digital transformation, you will have several options. You can either work directly with the software provider and utilize their implementation team or work through a consulting company. Both approaches have their pros and cons, and the process requires du

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Tags: Digital Transformation, ERP

WBSP111: Grow Your Business by Understanding the Implications of Working Through ERP OEMs vs. Consulting Companies, a Live Inter...
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July 22, 2021
Some enterprise software vendors provide their professional services, while others rely on resellers and system integrators. If you are evaluating your enterprise architecture, one key decision you will need to make would be to work directly with OEMs or software producers vs. consulting companies.

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Tags: Digital Transformation, ERP

WBSP110: Grow Your Business by Understanding Quoting Strategies and Its Implications on Customer Experience, a Live Interview w/...
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July 21, 2021
The journey of e-commerce requires you to think about your processes starting from your sales to production. While selling online is a big part of it, that's not the only component of e-commerce. In fact, you don't need to always pay online with e-commerce, especially with B2B businesses with comple

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Tags: Digital Transformation, ERP

WBSP109: Grow Your Business by Improving the Outcome of Digital Initiatives Through Design Thinking w/ Howard Tiersky
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July 20, 2021
The digital journey is more than simply identifying technologies and implementing them. The most challenging part of any digital initiative, especially if it involves customer interaction, is understanding customer behavior and what drives them to engage with your brand and make a purchase. Making a

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Tags: Digital Transformation, ERP

WBSP108: Grow Your Business by Learning the Nuances of B2B E-Commerce Pricing w/ Eyal Rozenberg
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July 19, 2021
When it comes to meeting timely growth targets, pricing is an essential and powerful tool for marketers. Also, in the world of e-commerce, where you might not have as much relationship leverage and location advantage, pricing strategy becomes critical. When we think about pricing and discounting str

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Tags: Digital Transformation, ERP

WBSP107: Grow Your Business by Learning the Product Life Cycle of Automotive Products w/ Melissa Drew
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July 18, 2021
The automotive industry is unique as not only it has challenges associated with B2C, such as focus groups and consumers driving the demand, but it also has all the challenges that other B2B manufacturing companies would have. The automotive industry is also fairly unique with faster cycle and lead t

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Tags: Digital Transformation, ERP

WBSP106: Grow Your Business by Understanding the Differences Between Best-of-Breed and Full-Suite Business Transformation Option...
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July 15, 2021
There are several systems and choices available to support the needs of your functions and business processes. Best-of-breed options offer much deeper functionality and system designed for specific groups of users. But communication and integration could require significant resources and maintenance

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Tags: Digital Transformation, ERP

WBSP105: Grow Your Business by Understanding Product Filter Design and Its Implications on Customer Experience, a Live Interview...
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July 14, 2021
Amazon is perhaps the most visited site for e-commerce, and its product filters will probably be the most used feature on its site. Product filters help you find the products you are looking for without going through thousands or millions of products that the site might carry. Well-designed websites

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Tags: Digital Transformation, ERP

WBSP104: Grow Your Business by Increasing the Overall Equipment Effectiveness of Your Equipment w/ Martin Davis
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July 13, 2021
If your teams report problems in the production line and the capacity, their answer is often additional machines or people. Unfortunately, solving each problem with an additional body or machine results in unused capacity and unnecessary spending when the problem could be somewhere else. While there

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Tags: Digital Transformation, ERP

WBSP103: Grow Your Business by Understanding and Mitigating Operational Security Risks w/ Denrich Sananda
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July 12, 2021
With IIOT devices on the shop floor capable of altering the state of machines through exposed endpoints for hackers, operational security is vital for manufacturers or distributors. While security issues could be frightening, and you might opt to take the approach of not connecting your shop floor w

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Tags: Digital Transformation, ERP

WBSP102: Grow Your Business by Learning Key Process Nuances From Aerospace Suppliers w/ Mark Evans
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July 11, 2021
Have you heard the news where a large aerospace manufacturer won a large contract for several planes? While it's exciting news, it could be equally challenging for suppliers who are part of that ecosystem and asked to staff overnight to meet the demand of their key customer. Or you run the risk of l

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Tags: Digital Transformation, ERP

WBSP101: Grow Your Business by Understanding The Nuances of Software Contracts w/ a Panel of Experts
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July 08, 2021
The software and technology world is evolving daily, and so are the software contracts. As pricing becomes easier to start using software for small-to-medium-sized businesses, the incremental costs could be unexpected if you don't understand the new pricing models. While technology is making it easi

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Tags: Digital Transformation, ERP

WBSP100: Grow Your Business by Learning the Nuances of Building a Digital Team w/ Six Amazing Women in Digital Transformation
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July 06, 2021
When I was planning for this episode, I had a conversation with a friend that I could never forget. She was planning to resign from her company. So I inquired why she was planning to resign. To give you a little background, she was very well established in her career, spent roughly 20 years, and hel

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Tags: Digital Transformation, ERP

WBSP099: Grow Your Business by Choosing the Right People As the Change Agent w/ Laura Goodrich
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July 06, 2021
Irrespective of whether you are an owner who would like changes in your organization or a leader trying to convince the owners or boards for transformational changes, the journey of change is lonely. You might come across super enthusiastic collaborators who will lose interest if they don't see

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WBSP099: Grow Your Business by Choosing the Right People As the Change Agent w/ Laura Goodrich
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July 05, 2021
Irrespective of whether you are an owner who would like changes in your organization or a leader trying to convince the owners or boards for transformational changes, the journey of change is lonely. You might come across super enthusiastic collaborators who will lose interest if they don't see an i

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Tags: Digital Transformation, ERP

WBSP098: Grow Your Business by Learning Key Nuances From the Semiconductor Manufacturing Industry w/ Julie Hopkins
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July 05, 2021
An average manufacturing facility may have ten operations to produce a part. The process of creating a chip goes through at least 500 steps. Some of these processes use significantly expensive machines and materials. They also require timely preventive maintenance and sophisticated scheduling. Opera

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WBSP098: Grow Your Business by Learning Key Nuances From the Semiconductor Manufacturing Industry w/ Julie Hopkins
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July 04, 2021
An average manufacturing facility may have ten operations to produce a part. The process of creating a chip goes through at least 500 steps. Some of these processes use significantly expensive machines and materials. They also require timely preventive maintenance and sophisticated scheduling. Opera

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Tags: Digital Transformation, ERP

WBSP97: Grow Your Business by Understanding Digital Journey Through Growth Inflection Points, a Live Interview w/ a Panel of Experts
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July 02, 2021
Planning through growth inflection points is difficult. You have to figure out how to find revenue. And then, if you are not able to fulfill the demand, the growth may fire back. Planning for growth requires you to build your multi-year sales and operating plan. But the most crucial part is its exec

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WBSP96: Grow Your Business by Understanding the Implications of SKU Numbering Scheme on Business Processes, a Live Interview w/ a Panel of Experts
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July 01, 2021
Stock keeping unit (SKU) could be a dummy number, and you might feel how important a number could be. Well, your SKU is a binding thread that ties all your business processes that interact with your products. You could quickly outgrow your SKU numbering strategy if you don't have a flexible num

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WBSP095: Grow Your Business by Improving Cross-Functional Collaboration Through 3D CAD Models w/ Jennifer Herron
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June 30, 2021
Most manufacturers struggle with cross-functional collaboration, especially when it comes to engineering handoff because it requires going beyond the engineering perspective. Engineers need to think from the perspective of consumers. These consumers could be anywhere from machinists, assembly techni

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WBSP094: Grow Your Business by Making the Buyer Journey Congruent w/ Steve Rice
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June 29, 2021
Paid advertising could make a massive difference to your pipeline and bottom line if done right. It could also help you optimize your organic search campaigns as you would have access to detailed insights into your customer journeys and customer behaviors. But mastering paid advertising is easier sa

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WBSP093: Grow Your Business by Optimizing the Shop Floor Functions and Improving Data Sharing w/ Mike Yost
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June 28, 2021
Manufacturers have traditionally been problem solvers. While the problem-solving mindset helps create amazing products, the same skill fires back in designing the processes. This problem-solving approach leads each department to make their decisions independently and buy software to solve their prob

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WBSP092: Grow Your Business by Learning To Negotiate With FMCG Buyers w/ Mark Schenkius
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June 23, 2021
If you are trying to penetrate an account, the involvement of their procurement department is the last thing you want to see as they are hard negotiators on price. Selling to FMCG buyers could even be more challenging as they need to move fast and make quick decisions. In 2021, most offerings are fa

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WBSP091: Grow Your Business by Understanding Supply Chain Shortages in the Chemical Distribution Industry and Their Impact w/ Gina Tabasso
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June 22, 2021
Manufacturers carry thousands of products, and each of them requires several materials with their own dependencies. This chain can go on and could feel cyclical. That's how complex is our supply chain. One critical component could block the production and further impact the production of produc

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WBSP090: Grow Your Business by Managing Workload at Distribution Centers w/ Deema Adada
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June 21, 2021
There is a lot that goes into planning for a warehouse. Some warehouses are complex, while others may not be as complex depending upon the shipment types and the influx of shipments. If you don't plan well, it may lead to poor utilization of labor and inefficiencies in the warehouse. It may als

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WBSP089: Grow Your Business by Performing Agile Demand Planning w/ Dyci Sfregola
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June 16, 2021
Demand planning is a double-edged sword, and it's tough to predict. Demand planning requires you to plan enough and then be nimble and agile while tweaking the demand as the market condition changes. Most companies take an algorithmic approach to their demand planning, resulting in wasting crit

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WBSP088:Grow Your Business by Learning Key Nuances From the Medical Device Industry w/ Tom Rodden
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June 15, 2021
Complying with regulatory bodies is more than just producing the documentation when they ask for it. If the regulatory body is as stringent as FDA, they look for several red flags, including completeness and thoroughness of the documentation and confidence level. But speed is typically the most crit

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WBSP087: Grow Your Business by Learning the Supply Chain Nuances of the Apparel Industry w/ Crissa Klein
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June 14, 2021
Remember when you bought five shirts last time and ended up returning all? Let's face it. Consumer behavior is unpredictable. It is especially challenging for the apparel industry, where one loose thread or difference in perceived color could be the reason for return. But the supply chain plann

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WBSP086: Grow Your Business by Aligning Manufacturing Strategies With Business Goals w/ Kishore Khaitan
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June 09, 2021
What helps you compete in the market? Is it your unique product? Is it your operational efficiency? Is it your market segment? Or is it the alignment of your manufacturing and operational strategies with market needs and business goals? Since most manufacturers are part of a large process for their

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WBSP085: Grow Your Business by Benchmarking Your Expenses Against Other Companies w/ Scott Berman and Jake Lindmark
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June 08, 2021
If you are involved in vendor negotiations or expense management, it's hard to know if you may be overpaying for services or goods. What if there was a way to benchmark your expenses against other companies. Enter big data for expense management. These data lakes have amassed trillions of data

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WBSP084: Grow Your Business by Increasing the Productivity of Your Warehouse Through ASRS Systems w/ Tim Harrison
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June 07, 2021
Warehouses have been using automated storage and retrieval systems (ASRS) for a long time. While they have come a long way in their capabilities and along with their interactions with other newer technologies such as robotic arms or cobots, their adoption is still very low. Although ASRS systems pro

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WBSP083: Grow Your Business by Learning To Navigate Vendor Consolidation Situations by Your Key Customers w/ Paul Serafino
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June 02, 2021
How would you feel if you had a handful of customers with huge leverage decided to consolidate their vendors and put pressure to cut the prices further that you might not be able to afford? No one wants to be in this situation. What would you do if you faced this situation? Would you expand your ope

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WBSP082: Grow Your Business by Classifying and Promoting the Reuse of Existing CAD Models w/ Andrew Hood
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June 01, 2021
Whether you are releasing new parts or making changes to existing parts, you will likely go through the engineering change process (ECN). More often than not, engineering organizations are siloed from the downstream organizations and don't understand how their engineering decisions will impact

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WBSP081: Grow Your Business by Learning Key Nuances From the Cosmetics Manufacturing Industry w/ Erin Williams
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May 31, 2021
SMB manufacturers and distributors in the personal care industry face unique challenges. These difficulties could be even more for organic products or the items that need to comply with FDA., such as sunscreens. They need to ensure enough demand for new products or struggle to find contract manufact

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WBSP080: Grow Your Business by Increasing Your Win Rate While Selling Through Procurement w/ Jill Robbins
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May 26, 2021
As procurement departments and buyers become more sophisticated, manufacturers and distributors will see more scrutiny from their customers, especially if they might be selling high-value and complex items. They have already been facing cost pressures from their customers, but now they might see an

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WBSP079: Grow Your Business by Increasing Adoption of Your CRM System w/ Seamus Ruiz-Earle
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May 25, 2021
Your CRM system is key to managing your customer relationships and providing the customer experience to help you stand out among your competitors. While most organizations may use some form of CRM system, the adoption rate is low. Most CRM systems are either over-engineered, making them difficult to

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WBSP078: Grow Your Business by Reducing Processing Costs Through P-Card Program w/ Scott Engelking
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May 24, 2021
When you grow in transactions and have many low-dollar transactions, the cost of processing transactions could be higher than the expense being paid. You might also face this when you may be purchasing cheaper consumable items from one-time vendors. Understanding the cost of processing is critical a

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WBSP077: Grow Your Business by Tracking the Real-Time Location of Your Critical Assets w/ Viren Mathuria
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May 19, 2021
Remember walking around a gym to find the weight you wanted for your next set of exercises? It could be even more frustrating and inefficient to locate a tool or asset in a large manufacturing facility or a warehouse. What if you had real-time tracking of your tools and assets that you could locate

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WBSP076: Grow Your Business by Choosing Scalable E-Commerce Platform and Architecture w/ Erin Courtnay and Eric Landmann
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May 18, 2021
If you are building or upgrading your e-commerce capabilities, you are likely to evaluate several platforms. This evaluation needs to be comprehensive, covering factors ranging from legal contracts, deployment issues, customer experience needs, product model complexities, and your teams' skills

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WBSP075: Grow Your Business Through Robust Corporate Performance Management Practices w/ Alok Ajmera
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May 17, 2021
Cash is the lifeblood of a company. Cash forecasting is the discovery process to predict your future cash needs. How would you feel if you discovered that you had four months of cash left to operate? I am sure you will lose your sleep. Thus, cash forecasting and understanding your balance sheet are

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WBSP074: Grow Your Business by Becoming Operationally Resilient To Combat Uncertainty w/ Tamar Nelson
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May 12, 2021
If you focused on the metrics for each employee where they contributed to the organization's overall improvement, it could result in millions of dollars of savings. But finding the areas of improvement is easier said than done. It requires you to perform gap analysis and trace the Gemba. It req

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WBSP073: Grow Your Business Through Real-Time Inventory Replenishment Using RFID w/ Andrew Johnson
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May 11, 2021
RFID technology has been available for a long time, but its adoption has been limited to high-value assets. Most manufacturers might not believe that RFID technologies can track commodities and be an excellent replacement for barcode labels. Unlike barcode labels requiring warehouse and production w

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WBSP072: Grow Your Business by Optimizing Your Facility’s Energy Consumption w/ Mike Nager
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May 10, 2021
Energy has always been one of the heaviest line items on a P&L for manufacturers. While manufacturing executives are acutely aware of the energy costs, they have struggled to enforce energy-saving procedures. In fact, the push for quality and productivity could have counterproductive effects on

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WBSP071: Grow Your Business by Keeping Appropriate Inventory Levels Through Material Requirement Planning w/ Marcia Williams
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May 05, 2021
Material requirement planning helps in keeping the appropriate inventory levels that you need for manufacturing. If the MRP processes are not optimized, it could result in surplus inventory or component shortages that could halt your production. While several technologies are available to implement

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WBSP070: Grow Your Business by Mitigating Financial Risks Through Experimental Design and Additive Manufacturing w/ Kevin Mako
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May 04, 2021
With new trends and technologies such as additive manufacturing and experimental design, it's never been this easy to launch and disrupt a hardware product category. The traditional manufacturers that are slow in taking advantage of these trends run a risk of being disrupted and become irreleva

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WBSP069: Grow Your Business Through Partnership With Tech Vendors and External Research w/ Shari Lava
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May 03, 2021
While other industries such as banking or logistics have successfully differentiated purely because of technology, manufacturers treat digital technologies as their stepchild, especially in the SMB space. SMB manufacturers and distributors rarely have internal IT or use external research to augment

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WBSP068: Grow Your Business by Using Business Processes as a Sales Tool w/ Paul Van Metre
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April 28, 2021
Running a machine shop is complicated with complex parts, heavy precision needs, and tricky materials handling requirements. With cost pressures from customers, rising material costs, and shrinking margins, one inaccurately estimated job could wipe out the profits for the whole month. Also, customer

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WBSP067: Grow Your Business by Understanding Costing Granularity and Product Profitability w/ Christiano Gherardini
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April 27, 2021
Cost accounting is a complex topic. You have so many different choices, and sometimes it's hard to decide which method may be appropriate for your business. If you choose an incorrect accounting method, you may get a significant variance and require more admin effort to discover the source of v

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WBSP066: Grow Your Business by Mitigating Financial Risks With New Product Development Initiatives w/ Andrew Lees
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April 26, 2021
New product development is complex. There are financial risks associated with research and development. The experience could be even more frightening if you are new to R&D, have a tight budget, or working with external or overseas partners. While you might perceive that the risk may be lower wit

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WBSP065: Grow Your Business by Understanding the Challenges Associated With Buy Online, Pick Up at Store Model w/ Richard Halter
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April 21, 2021
The lines keep blurring between traditional retail supply chains with trends such as DTC and buy-online-pick-up-at-store. With large retailers offering such convenience, it's harder for smaller retailers to compete. These models require you to have your fulfillment centers within 20 miles of th

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WBSP064: Grow Your Business by Understanding Your Risk Profile and Insurability w/ Michael Schlagenhaufer
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April 20, 2021
The risk profile of manufacturers plays a critical role in how insurance companies and regulatory agencies perceive them, including their cybersecurity standard operating procedures, their ability to prevent injuries, and their consistency to hit their KPIs. All of these factors may have significant

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WBSP063: Grow Your Business by Shifting to LEAN Strategy and Thinking w/ Sanjeev Baitmangalkar
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April 19, 2021
There are a lot of definitions around LEAN. But implementing it right is easier said than done. Most companies fail to implement LEAN because they focus more on tools than focusing on strategy. It's a change in thinking, the way you do your business. It's the kind of SOPs you want to follo

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WBSP062: Grow Your Business by Continuously Monitoring the Emotional Response of Your Team w/ Amanda Prochaska
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April 14, 2021
There is always so much at stake with ERP implementations. One plus one is perhaps eleven when it comes to deploying ERP. They are never just technology deployment. The companies that promise the world to their teams based on the overstated claims from technology sales professionals might encounter

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WBSP061: Grow Your Business by Shifting From the Transactional Mindset To Value-Driven Pricing w/ Andrew Deutsch
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April 13, 2021
Product pricing is more than just the dollar amount printed on the packaging or pricing labels. It drives consumer behavior, affects the customer experience, and impacts the bottom line. Right pricing strategies could catalyze your growth and provide a competitive advantage. On the other hand, overl

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WBSP060: Grow Your Business by Understanding the Outlook for Accounting Practices and ERP w/ Brian Sommer
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April 12, 2021
ERP contracts are inherently crafty. If you don't have experience buying an ERP, you might want to get your contracts reviewed with a consultant who has several years of experience reviewing ERP contracts. You might think of purchasing an ERP as a subscription package, but an ERP system impleme

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WBSP059: Grow Your Business by Utilizing Warehouse Mobility Trends and Technologies w/ Chuck Coxhead
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April 07, 2021
Mobility can increase the efficiency significantly of your warehouses, from automating your data entry to voice-enabled picking. But how to plan for a mobility journey? Is it as simple as picking a bunch of bar code readers from the market and be mobile? Or do companies need to plan based on the siz

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WBSP058: Grow Your Business With Marketing Automation w/ Dave Meyer
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April 06, 2021
Have you had challenges engaging with your customers? Do you lose prospects just because you could not call them timely? Do you have challenges in finding net-new prospects? Do you have capacity issues in your sales department? How deeply do you understand how your prospects may be interacting with

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WBSP057: Grow Your Business by Learning Key Nuances From the Gear Manufacturing Industry w/ Dave Hataj
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April 05, 2021
Gears are among the most foundational parts of machines, ranging from food delivery equipment to medical devices. While we all may recognize the prevalence of gears, how many of us know that manufacturing gear is almost like surgery? Yes, that's the kind of precision and expertise required to m

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WBSP056: Grow Your Business by Aligning Your Customer Experience Strategy w/ Kirk Thompson
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March 31, 2021
Most people think of customer experience as providing the best customer service. But, in reality, it's much bigger than that. It's about removing the friction and choppiness from each channel. It's making the experience personalized while not compromising on scalability. The customer

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WBSP055: Grow Your Business by Doing Sales and Operations Planning Appropriately w/ Michael Ryan
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March 30, 2021
As your business grows, it's hard to find that Goldilocks zone of inventory so that neither you lose on opportunities nor lock your cash down. Sales and operations planning is easier said than done. The problem becomes more complex when you might have a high mix of your products, especially if

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WBSP054: Grow Your Business by Better Managing Your Tail Spend w/ Sarah Scudder and Madison Mobley
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March 29, 2021
They say that numbers add up. It couldn't be more true about tail spend, which is the non-strategic spend that most companies don't care for. The problem becomes far serious if they may not have true visibility into tail spend or if they misclassify the tail spend. This issue typically lea

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WBSP053: Grow Your Business by Having a Cash Flow Mindset w/ Aaron Spool
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March 24, 2021
Most organizations focus on growing revenue. Sure, getting revenue is always the hardest part. But did you know that the increased time between earning revenue and collecting cash could result in giant write-offs impacting your growth? Also, how would you define the right customers to focus on? Woul

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WBSP052: Grow Your Business by Understanding Artificial Intelligence and Industry 4.0 Adoption Barriers w/ Martin Cloake
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March 23, 2021
Data is the new oil. But collecting data could also mean distracting your operators from focusing on jobs. Moreover, just because you collected millions of data points, drawing insights or meaning could be challenging if your systems are siloed and don't communicate with each other. Finally, th

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WBSP051: Grow Your Business by Understanding the Story of Every Machine and Its Digital Twin w/ Chris Harris
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March 22, 2021
Digital Twin has been around for a long time. But is that just marketing hype? Is it just a fancy term for data gathering? What are the core challenges digital twin solves? Is that supposed to help overworked maintenance departments and extracting stories from each machine? Could it help in reducing

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WBSP050: Grow Your Business by Understanding Current Economic Conditions and Outlook w/ Chad Moutray
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March 17, 2021
Are we already out of the woods from COVID? Should you be bullish on the economy? How should you plan your investments for this year? Can you comfortably plan for long-term investments? How would the new normal look? What disruptions can you expect in your supply chain? What new consumer trends can

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WBSP049: Grow Your Business by Understanding the Importance of Customer Relationship Management System w/ Gill Walker
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March 16, 2021
As your company grows, you might feel the need for software as you encounter each problem. The software landscape is hard to navigate, and if you don't understand the role each system, such as ERP, E-commerce, and CRM systems play. You could create an extremely patchy architecture, which typica

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WBSP048: Grow Your Business by Combating Uncertainty Associated With Macroeconomic Factors w/ Mark Jaffe
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March 15, 2021
No one appreciates uncertainty. It is even more frustrating when the uncertainty may not be in your control. And if you are an executive of a company, navigating through difficult times has a toll on everything. The uncertainty could be related to macroeconomic trends such as recession, trade tensio

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WBSP047: Grow Your Business by Understanding the Structure of High-Performing Sales Organizations w/ Enrico Parodi
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March 10, 2021
Building a high-performing sales team requires more than just winners and the winning product. It requires the right compensation structure, refined customer groups, and a deep understanding of their needs. But is that enough for sustained growth? What do small to medium-sized businesses miss that s

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WBSP046: Grow Your Business by Learning Key Manufacturing Process Nuances From a Machine Shop w/ Matt Guse
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March 09, 2021
Running manufacturing operations is not easy. But if you are running a machine shop that produces complex parts in short runs, the switch over time between jobs or additional time spent in bringing material to machines could have significant profitability and growth challenges. Also, if your data co

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WBSP045: Grow Your Business Through Reshoring Initiatives w/ Harry Moser
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March 08, 2021
It's very rare to relate reshoring initiatives with costs saving and sales growth. It's typically the opposite. However, if you account for all the costs and risks involved with offshoring or near-shoring, including geopolitical risks, reshoring initiatives can help grow a company. In tod

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WBSP044: Grow Your Business by Increasing Your Sales and Profits Through Print Innovations w/ Roger Buck and Sarah Scudder
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March 03, 2021
When you think of print marketing, what comes to your mind? Perhaps flyers or coupons? But print marketing is much more than that. There have been some exciting trends lately with print marketing, where the print packaging includes QR codes that can take you to a web page to improve customer experie

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WBSP043: Grow Your Business by Learning Key Nuances From the Wine Distribution Industry w/ Nelson Abreu
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March 02, 2021
Who doesn't enjoy drinking wine? But did you know that wine distribution is very complicated, similar to Cannabis or Tobacco businesses? And if you are selling in Canada, especially in Ontario, there is a different complexity level as everything is so monopolized and govt controlled. In today&

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WBSP042: Grow Your Business Through Packaging Innovations w/ Mark Oser
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March 01, 2021
Product packaging is as important as the product itself. Poor packaging could cause issues with delivery, failures, and increased returns. These issues typically lead to a bad customer experience.In today's episode, we have our guest Mark Oser from Anteris Consulting Group, who discusses How to

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WBSP041: Grow Your Business by Improving Your Relationship With International Suppliers w/ Francois Jaffres
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February 24, 2021
Do you care for your vendor relationships? Well, your vendor relationships are as important as your customer relationships. If you are dealing with international vendors such as China, Mexico, or India, your relationship with vendors and understanding of their culture could impact your bottom line a

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WBSP040: Grow Your Business by Applying 5S's of LEAN to Your Processes w/ Paul Critchley
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February 23, 2021
How busy is your shop floor? How occupied is your team? Are your machines always running? Are you happy with your growth and operational efficiency? While you might be content with what you have right now, the question is, why would you not make more money if you could without increased efforts or r

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WBSP039: Grow Your Business by Preventing Facility Disruptions and Understanding Trends Through Contact Tracing w/ Amanda Schleede
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February 22, 2021
COVID has been harsh on everyone. But if you have a COVID incident in your facility, not only will there be significant disruption with your operations, but there may also be additional overhead of reporting for your already overworked HR department. What can facilities do to manage their facilities

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WBSP038: Grow Your Business by Ruling Social Media Through Trust and Authenticity w/ Lorena Acosta
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February 17, 2021
We all understand the power of social media and its influence. But how to build authority and your tribe on social media? What works when it comes to building a large audience around your expertise and interests? Is it the subject-matter expertise, industry awareness, or something else? These are th

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WBSP037: Grow Your Business by Identifying Your Ideal Customer Profile and Mapping Customer Journey w/ Jeff White
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February 16, 2021
Selling complex products involving several buyers is challenging. Each buyer persona is different. Each channel they prefer to hang out with is different. And each piece of content needs to have appropriate messaging that resonates with the customer persona you are targeting. But the most crucial el

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WBSP036: Grow Your Business by Fixing Your Dirty Data w/ Susan Walsh
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February 15, 2021
Remember going to a well-organized library or a store where you didn't need the endless merry-go-round to find the product or book you wanted? That's the power of clean data and organized systems. For manufacturing and distribution companies with the never-ending need for balancing control

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WBSP035: Grow Your Business by Re-Evaluating Your Technology Options During Downturn w/ Laurie McCabe
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February 10, 2021
Why should SMB companies be investing in technology during the downturns such as COVID? What could be some of the low-hanging fruits for executives to consider during the downturn? Why investing in technology is a wise idea during the downturn? These are some of the questions you will have if you ar

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WBSP034: Grow Your Business by Understanding the Implications of Business Systems Cloud Infrastructure w/ Bob Evans
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February 09, 2021
While Software-as-a-service has made buying and implementing enterprise software such as ERP easier, evaluating SAAS options is never easy. With so much at stake with growth, understanding the implications of a cloud infrastructure provider is essential. You will still have tons of questions such as

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WBSP033: Grow Your Business by Learning Key Nuances From the Metal Fabrication Industry w/ Robert Johnson
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February 08, 2021
The metal fabrication industry has several nuances that don't exist in generalized manufacturing. The metal fabrication industry also has unique challenges such as sustainability that increase operational overhead. Finally, the unique manufacturing process and interactions with different stakeh

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WBSP032: Grow Your Business by Changing Your Sales Strategy to Thought Leadership w/ Chris Grainger
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February 03, 2021
The last three years have changed the way businesses operate, with podcasts and video becoming the most consumed media for information consumption. With 80% of the B2B sales decisions are being influenced by industry influencers and consultants, today's businesses need to be thought leaders in

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WBSP031: Grow Your Business by Implementing a User-Friendly ERP System w/ Ted Needleman
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February 02, 2021
ERP systems are perceived to be complex. But why are they so hard to implement and learn? How do usable systems differ from the other complex systems? Does technology play a role in user experience? Why are ERP consultants so expensive, and why are they so critical for an effective ERP implementatio

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WBSP030: Grow Your Business by Understanding the Interests of Strategic Buyers w/ Damon Pistulka
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February 01, 2021
If you are an SMB lifestyle business and have had growth challenges, your end goal could be selling to an investor or a PE firm. Even if you are a second or third-generation business, your business's chances of survival would be slim if you don't follow the modern procedures for running yo

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WBSP029: Grow Your Business by Implementing QMS and ISO w/ Clay Coleman
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January 27, 2021
Managing the quality of your product is not only required to provide a consistent customer experience. It may also be a requirement by customers and regulatory bodies in specific industries. The necessary amount of effort in getting certified and audited cannot be underestimated, with significant fi

Tags: Digital Transformation

WBSP028: Grow Your Business by Enhancing Value for Strategic Buyers w/ Nick Jackson
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January 26, 2021
Business buyers have a unique way of evaluating businesses. If your end goal is to sell your business, you may want to know what buyers value in a  business as an asset to align your growth plans with their needs. Do buyers put more value on the team or the roster of clients? Do they emphasize more

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WBSP027: Grow Your Business by Identifying Operational Bottlenecks While Improving Quality of Life w/ Ian Pratt
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January 25, 2021
Growing a business is challenging. You might require newer facilities. Your employees might be overworked and might ask for additional resources. The process of growth could feel overwhelming, especially with operational challenges. You might feel that you are spinning your wheels. And your efforts

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WBSP026: Grow Your Business by Uncovering and Correcting Lingering Toxicity w/ Carol Marzouk
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January 20, 2021
When you think of growth barriers, you might not think of corporate bullying and executive toxicity. Sure, every company has its share of issues. But how bad can toxicity and bullying get? Can it be catastrophic for companies? Can it cause fatalities? Can it invite lawsuits? If yes, they are signifi

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WBSP025: Grow Your Business by Improving Product Quality and Reducing Process Waste w/ Max Krug
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January 19, 2021
Growth could be challenging with product quality and process waste issues. You could also see inflated costs and reduced profit margins if you don't track scrap and waste appropriately. The problem could even be more significant if your measuring equipment are not appropriately calibrated or pr

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WBSP024: Transform Your Business Through Cloud ERP w/ G.Brett Beaubouef
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January 18, 2021
If you are looking for an ERP in 2021, you might not even think of any other options than a cloud ERP. But is cloud ERP for everyone? Does cloud ERP provide a competitive advantage? How do you ensure business transformation with a cloud ERP? These are the questions you will have if you are at a stag

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WBSP023: Grow Your Business Through Personal and Company Branding w/ Katie Thomas
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January 13, 2021
Growing a company today is no longer the same as it used to be five years back. Today your customers expect you to be thought leaders in your industries. While we have been using social media to enhance our personal and company brands for quite some time, the game has entirely changed in the last th

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WBSP022: Grow Your Business by Operating Like a Public Company w/ Brian Goffenberg
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January 12, 2021
If you are a CEO of an SMB company, you might think that getting to $25M in revenue is the hardest. However, if you ask anyone who has experience with an IPO or with a public company’s reporting, the game completely changes when you go public. As a public company, you will have increased reporting

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WBSP021: Grow Your Business Through Phased Approach for Industry 4.0 Initiatives w/ Dave Griffith
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January 11, 2021
The industry4.0 initiatives offer significant opportunities and require executing large transformation projects with success. If not planned well, the changes could cause substantial disruption and become a bottleneck to your growth. Such projects require careful planning and a phased approach to en

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WBSP020: Grow Your CPG Brand From Scratch w/ Aman Ailani
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January 06, 2021
Growing a consumer packaged goods (CPG) brand is uniquely challenging. Not only will you need a product that consumers are willing to pay for, but you will also be required to win over your distributors and partners. Even if you succeed in developing your customer channels, you might still fail if y

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WBSP019: Grow Your Company by Building Culture Through Internal Communication w/ Ben Baker
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January 05, 2021
Internal communication influences the culture of an organization, and culture typically is the biggest driver of growth? But what exactly is the culture? Is it about hiring employees from diverse backgrounds? Is it about creating the culture-buzz that most startups create? While every company might

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WBSP018: Grow Your Business by Standardizing Warehouse Operations w/ Kevin Lawton
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January 04, 2021
Inventory management and warehouse processes are the backbones of your operational effectiveness. Defining standards for your key inventory processes from the get-go can help with scaling without going through operational chaos. Non-standard processes cause bottlenecks to other areas of the organiza

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WBSP017: Grow Your Retail Business Through Unified Customer Experience w/ Paul Sklar
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December 30, 2020
While a retail business might seem straightforward, it has its nuances, which is probably why it's often referred to as a labor of love. Either you love it or hate it. With COVID and changing consumer behavior, the lines keep blurring in the traditional retail supply chain with the ever-increas

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WBSP016: Grow Your Business by Unblocking Bottlenecks Through Process Documentation w/ Randy Johnston
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December 29, 2020
Without adequate planning, growth could fire back with chaos and confusion. As you navigate each stage of growth or inflection points, you will have an enhanced need to document your processes to discover bottlenecks and find areas for improvement. The accounting processes may also differ among manu

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WBSP015: Grow Your B2B Business Through E-Commerce w/ Brian Beck
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December 28, 2020
Traditionally, B2B businesses have been relationship-based. However, in the modern, digitally-centered buying process, 70% of buyers are now fully defining their needs on their own before engaging with a sales representative.  B2B businesses need to critically review their go-to-market strategy bef

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WBSP014: Grow Your Business Through Smart Manufacturing w/ Chris Luecke
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December 23, 2020
Growing companies are obsessively efficient with their smart business processes. When it comes to making a manufacturing plant smart, there are limitless options available whether you talk about making your existing machines smart, or replacing your old machines. The smarter your plant is, the more

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WBSP013: Grow Your Business by Supercharging Your Sales Team With Digital Twin w/ Greg Mischio
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December 22, 2020
Traditional manufacturing organizations are typically sales-focused. Even with complex products and longer sales cycles where research-based content would be crucial, manufacturing organizations rely on relation-based sales. With 70% of buyers fully defining their needs on their own before engaging

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WBSP012: Grow Your Business by Hacking LinkedIn Algorithm w/ Cory Warfield
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December 14, 2020
When it comes to growth, personal branding and social media play a huge role. While most companies might be present on social media, only a few understand their algorithms' nuances and have mastery in creating viral posts. Among other social media platforms, LinkedIn is the most powerful when i

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WBSP011: Grow Your Business by Learning From the Growth of a 3x Inc 5000 Company w/ BrianTheMacMan
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December 14, 2020
If you ask anyone how to grow a business, their opinions will vary on what differentiates a fastest growing company from the rest. Some would argue that the strategies vary at each phase of growth. Others would say that the need for people, processes, and technologies changes as you grow. While you

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WBSP010: Grow Your Business by Having Technology Experience on Your Advisory Board w/ Wayne Sadin
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December 14, 2020
If you don’t have experience growing a company, you may make rookie mistakes for which there is already plenty of advice available from senior executives who have been there multiple times and done that. Your growth strategy requires alignment with people, processes, and technology. Having technol

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WBSP009: Grow Your BusinessThrough Inflection Points w/ Jim Gitney
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December 14, 2020
You may have heard several growth strategies. But growing a business is not as simple as applying a sales formula or launching an innovative product. The approach for growth changes as you evolve in your journey. Each time you double in size.  You hit an inflection point. And the need for people, p

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WBSP008: Grow Your Business by Implementing Appropriate ERP Costing Strategies w/ Ram Krishnamurti
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December 14, 2020
When it comes to growth, the growth could fire back if you don’t have sufficient margins to sustain a business. If you have a busy shop floor with several variables that go into making your products, tracking your product costs could be critical. There are several methods of costing, which could v

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WBSP007: Grow Your Business by Stop by Being the Best Kept Secret w/ Curt Anderson
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December 14, 2020
The manufacturing community is genuinely gifted, and one of the best-kept secrets that the world of “Google” needs to know. Manufacturing conversations are typically limited to the four walls of trade shows and have a limited presence on newer marketing channels. The digital world isn’t any di

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WBSP006: Grow Your Business by Reinvesting Your Market Budget w/ Joe Sullivan
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December 14, 2020
Traditionally, the industrial sector’s growth has been primarily sales-driven, and marketing takes the back seat. With the changing business conditions of COVID, the industrial sector has been caught off-guard without the traditional revenue channels of in-person interactions at trade shows and in

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WBSP005: Grow Your Business Through International Trading and LinkedIn Influence w/ Sarah Barnes-Humphrey
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December 14, 2020
International trading is entirely different from domestic. Growing internationally requires you to understand various stakeholders and the process involved. The new collaborators could be importers, exporters, custom brokerage shops, freight providers, and regulatory agencies. The process is extreme

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WBSP004: Grow Your E-Commerce Businesses From the Ground Up w/ Chase Clymer
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December 14, 2020
When I was putting together a list of growth topics for this month that could be valuable to our audience, especially with the changing business environment due to COVID, Direct-to-consumer (D2C) strategies were on the top of our list. In today’s episode, we have our guest, Chase Clymer, who bring

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WBSP003: Preventing Growth Roadblocks Through Efficient ERP Implementations w/ Erin Koss
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December 14, 2020
When it comes to managing growth through inflection points, ERP implementations are pivotal. Despite the premise of superior ERP systems helping with our growth, going through the purchase and implementation process isn’t fun. With the added challenges of COVID-19 and remote collaboration, we face

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WBSP002: Growth Opportunities by Rethinking Manufacturing Processes and Optimizing Operations w/ Jason Chester
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December 14, 2020
When we think of growth, we often don’t consider Quality as a cornerstone for enabling it, especially in the SMB space. Perceived quality of your products can lead to poor customer experience, disengaged consumers, and financial implications. All of these factors will have an impact on P&L and

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WBSP001: Grow Your E-commerce Businesses Through Amazon w/ Michael Begg
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December 14, 2020
When I was putting together a list of growth topics for this month that could be valuable to our audience, especially with the changing business environment due to COVID, Direct-to-consumer (D2C) strategies were on the top of our list. In today’s episode, we have our guest Michael Begg from AMZ Ad

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WBSP000: Be yourself and Start Right Now, Introduction to the WBS Podcast w/ Sam Gupta
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December 13, 2020
Public speaking is a frightening experience for most people. Launching a podcast is equally hard. In this icebreaker episode Sam Gupta, the host of the WBS podcast shares his personal story and the focus for this podcast. He also provides details about the recommended episodes and what operations an

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17 Quotes
The Brainstorm: Personalization Strategies Vital to E-commerce Success
Industrial Media, LLC
October 08, 2021
Most people think of personalization strategies as hand-written letters or their names printed on the product. Some e-commerce practitioners, on the other hand, might suggest gathering as much personalized information as possible such as their gender, age, etc., to tailor the experience. But personalization is much deeper than that. Personalization requires you to have a deep understanding of your customers and their journeys. The deeper the understanding, the more personalized the experience will be. And the more personalized the experience, the more sticky effect your customers will have with your brand.

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Tags: Digital Transformation

The Brainstorm: Customer Journey Mapping Essential to E-commerce Success
Industrial Media, LLC
October 04, 2021
Unlike the traditional world, e-commerce requires you to forecast each step of your customer groups and predict their behavior. This study forms the foundation of customer journey mapping. It is similar to organizing your store based on the buying behavior of your customers. And just like your store experience, if your visitors don't find what they are looking for in a timely manner, it's very unlikely that you will ever win them as a customer. For this reason, customer journey mapping is essential for your e-commerce success.

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Tags: Digital Transformation

The Brainstorm: Why Companies Struggle to Identify Their Ideal Customer Profile
Industrial Media, LLC
September 24, 2021
Most companies struggle to identify their ICP just because no two customers are the same regarding their needs and expectations. But its purpose is to identify the right customer groups who will benefit most from your offerings. Of course, depending upon your strategic drivers, whether your goal is to gain a larger market share or earn the most profits, the ICP could differ. But the success of e-commerce efforts depends upon how accurately you can identify your ICP.

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Tags: Digital Transformation

The Brainstorm: Successful E-Commerce Discount Strategies
Industrial Media, LLC
September 20, 2021
Traditionally, e-commerce was a B2C-centric initiative with websites full of popups and promotions. These promotions were critical for e-commerce efforts as that's what incentivized customers to take the purchase action in the absence of that personal touch present in the traditional channels. But for promotions to work, you need a comprehensive discounting strategy to help you meet your sales objectives and turn the inventory at the right pace without obsolete or expired products.

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Tags: Digital Transformation

The Brainstorm: How to Improve Conversion Rate
Industrial Media, LLC
September 17, 2021
While there is much talk about the importance of the conversion rate for e-commerce, it could mean different things to different industries. For example, some industries are more than happy to get their customers' email addresses, while others may not be as happy until they swiped their credit cards. But one thing is sure: without aligning on the definition of conversion rate and how that would translate into earning some revenue, you might not get very far with your e-commerce efforts.

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Tags: Digital Transformation

From four experts: Best Practices for ecommerce deployment
Digital Commerce 360
September 09, 2021
There are many things to consider—costs, scalability, feature sets critical for customer experience and conversion rates, to name a few—when deploying a B2B ecommerce site and related business growth strategy. Four industry experts—Sam Gupta of ElevatIQ, Eric Landmann of Earthling Interactive, Kris Harrington of GenAlpha Technologies, and Dave Meyer of BizzyWeb each offer detailed advice on best practices in ecommerce deployment. Their comments here are from a recent WBSRocks podcast hosted by ElevatIQ.

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Tags: Digital Transformation

The Brainstorm: SEO Strategies
Industrial Media, LLC
September 02, 2021
You may be missing out on a piece of internet real estate if you don't have your SEO strategy figured out. As businesses become more digital, the competition to get your customers' attention will only become harder and more expensive. So the only thing that is in your control related to your digital strategy would be the "virtual real estate" called SEO, only if you own it.

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Tags: Digital Transformation

The Brainstorm: E-Commerce Planning Budget
Industrial Media, LLC
August 26, 2021
When it comes to budgeting for E-commerce initiatives, it is no different than planning for a new store or a business unit. Most businesses think of E-commerce initiatives as easy as setting up a website, but unless you plan for all the necessary costs, you might not have clear visibility into the success of your e-commerce efforts.

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Tags: Digital Transformation

The Brainstorm: E-Commerce Customer Service Strategies
Industrial Media, LLC
August 20, 2021
When it comes to customer service, you will often hear how important it is to provide extraordinary service. But in reality, consistency matters more than perfection. To provide a consistent service aligned to customers' expectations through digital and facilitate it through physical channels, you need a reliable and personable e-commerce infrastructure.

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Tags: Digital Transformation

The Brainstorm: Shopping Cart Issues
Industrial Media, LLC
August 09, 2021
In 2021, 50% of US consumers abandoned online purchases due to additional costs and the checkout experience. To avoid these issues, you need to provide a frictionless experience and map their journeys precisely the way they would expect. A poor experience can lead to higher bounce rates and lower conversion, affecting the success of your e-commerce investments.

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Tags: Digital Transformation

The Brainstorm: E-commerce Software Licensing & Contracts
Industrial Media, LLC
August 04, 2021
Enterprise software systems have come a long way with the advancements in technologies and software delivery models such as cloud computing. These delivery models make software and e-commerce websites accessible to SMB manufacturers. But if you don't understand the nuances of e-commerce software licensing and contracting in the new model, you might receive unexpected bills and face legal headaches. So make sure you understand licensing implications before signing any long-term contracts for your e-commerce platform.

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Tags: Digital Transformation

The Brainstorm: E-commerce Deployment Strategies
Industrial Media, LLC
July 22, 2021
Traditionally, most businesses deployed their e-commerce websites in their data centers. So, while you didn't have to worry about the yearly licensing costs, it was your responsibility to take care of the speed, security, and upkeep of your hardware. With the advancements in technology, there are tons of subscription options available for business owners. But understanding the pricing and how each of its variables affects your site's performance could be tricky.

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Tags: Digital Transformation

The Brainstorm: E-commerce Quotation Strategies
Industrial Media, LLC
July 15, 2021
Traditionally, most customers relied on salespeople to provide the quotes for their requests. However, they now like to research their options before engaging with a company. An e-commerce quoting system, also known as a configurator, provides them guided buying experience and assists with their research.

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Tags: Digital Transformation

The Brainstorm: E-commerce Product Filters
Industrial Media, LLC
July 06, 2021
Unfortunately, most manufacturers leave technical issues such as product filters to their IT teams while being laser-focused on their advertising spend and messaging. But your e-commerce investments will not succeed unless you take a comprehensive approach to your customer experience. And product filters play a crucial role in that.

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Tags: Digital Transformation

Web or Bust: Why E-Commerce is More Important than Ever for Distributors
Industrial Media, LLC
April 15, 2021
We talk a lot these days about what the “post-pandemic workforce” will look like. Will we recede back into our old habits or are some changes, implemented by necessity, simply here to stay?

For many organizations, the telecommuting trend was already used as a way to provide soft benefits for talent acquisition. Workers were already demanding flexibility in some sectors. We’ve already seen evidence that this trend will likely persist where there are investments in culture and retention.

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Tags: Digital Transformation

ERP Trends: Future of Enterprise Resource Planning
SelectHub
December 16, 2020
An ERP software system is often one of the most significant investments a company will have to make. Not only is it a major financial decision, it’s also a practical one that can impact all parts of your business, like human resources, accounting, manufacturing, marketing and more. Buyers should research currently available solutions and ERP trends coming down the pipeline before selecting a system.

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Tags: ERP

Manufacturing Trends: Leveraging Software and Tech to Maintain a Competitive Edge for 2021
SelectHub
October 26, 2020
From the artisans who bake a $20 loaf of bread to the plant managers who make sure you’re never more than 20 feet away from a phone charger, manufacturing companies of all types face similar challenges during times of disruption. To maintain a competitive edge, many organizations are turning to manufacturing software. But when the software itself is rapidly changing, it can be tough to know where to start. That’s why we spoke to several experts to put together a list of the latest manufacturing trends and how leveraging these technologies can help you stay ahead.

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Tags: Digital Transformation

35 Speaking Engagements
Voice of Supply Chain with Sam Gupta
ISM New Jersey
September 22, 2021
Voice of Supply Chain: With Sam Gupta, Principal Consultant, ElevatIQ and Host, WBSRocks
Host: Sarah Scudder, President, RSN

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Tags: Digital Transformation

5 Things You Need to Know to Sell Parts Online
Heavy Duty Parts Report
September 17, 2021
The eCommerce part you see online is just the tip of the iceberg.
You need to design this with your ideal customer in mind making sure the experience is great and the site is easy to use.
The investment required to transition to a digital sales channel and sell parts online is not a net new investment but rather a reallocation of resources that you are currently using in the traditional model.
Take a crawl, walk, run approach to transitioning to a digital sales channel and get your customers involved early.
Align your digital sales channel with your ERP/Accounting Software and off-line operational systems.

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Tags: Digital Transformation

Marketing Mistake: Had No Inbound Marketing
Naked Marketing Podcast
September 16, 2021
On today’s episode of the Naked Marketing podcast, I’m joined by Sam Gupta, the Principal Consultant at ElevatIQ Inc. an Enterprise Resource Planning (ERP) business. Sam helps clients with systems and financial statements. The main industries he works with include manufacturing, distribution, and e-commerce.

Sam talks about his background and how he got started with his entrepreneurial journey. We talk about the most expensive problem that Sam’s business solves, helping businesses that are not able to scale. And, we chat about the financial benefits of standardizing processes and which industries can benefit the most from ERP.

Sam gets naked, sharing some of his marketing mistakes and the mistakes he’s seen in his two-decade-long career. He tells us which inbound marketing strategies have been most effective for him, as well as the role of emails, content and SEO in getting leads.

Sam Gupta’s Top Suggestions on How to Avoid Marketing Mistakes:

• Invest in inbound marketing, such as blogging and podcasting.
• Use personalized emails to nurture leads and stay top of mind.
• Invest in content marketing.

Finally, Sam advises, “…the best way to invest your marketing budget is in content to support your SEO because, unlike tradeshows, content is your intellectual property.”

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Tags: Digital Transformation, ERP, Marketing

What’s Your Digital IQ With Sam Gupta
Take Back Time Podcast
August 27, 2021
If we want to be productive, we must aim for continuous improvement. We need to realize that digital initiatives should be part of your continuous improvement plan. Digital IQ is very important, and our guest, Sam Gupta, explains why. Sam has been an ERP thought leader in the digital transformation space for nearly two decades, primarily focusing on financial systems and ERP. He spends his time consulting with SMEs as a Principal Consultant at ElevatIQ. In this episode, he joins Penny Zenker in discussing digital transformation initiatives for building and growing businesses. Tune in to learn more about his best practices!

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Tags: Digital Transformation, ERP, Management

EP 205: ERP with WBSRocks
The New Warehouse Podcast
August 23, 2021
On this episode, I was joined by Sam Gupta, Principal Consultant at ElevatIQ and the Founder and host of WBSRocks. Sam is a fellow podcaster and an ERP expert which is the focus of his consulting through ElevatIQ. I was a guest on Sam’s podcast, WBSRocks, and he has now come on my show to discuss ERP and how it relates to distribution and warehousing.

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Tags: Digital Transformation, ERP, Supply Chain

The Marriage of ERP and eCommerce
ET Podcast
August 19, 2021
Talking with many organizations in the manufacturing and distribution space, we hear all the time about organizations' internal systems not being integrated with one another. One of the biggest areas of concern we hear about is the marriage between ERP and eCommerce software that creates inefficiencies generating wasteful spending. We are elated to have Sam Gupta joining us this week on Exploration Tech to share his knowledge and experiences spearheading these challenges for the past 20 years.

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Tags: Digital Transformation, ERP, Marketing

Manage Supply Chain, People, Systems & Sales with an ERP
Nurture Small Business
August 17, 2021
A growing business needs processes and systems. When is the right time for an Enterprise Resource System? Sam Gupta of ElevatIQ shares his expertise on ERP systems and what to look for as well as pitfalls.

Sam is also the host of the WBSRocks podcast. His podcast takes a holistic and unique approach to crossing the chasm with business systems and technology. Special attention is given to the manufacturing, construction, and retail industries.

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Tags: Digital Transformation, ERP

Business System Solutions with ElevatIQ's Sam Gupta
The Thoughtful Entrepreneur
August 16, 2021
In this episode, we discuss the company's needs for ERP systems at various stages of their lifecycles. We also discuss the challenges associated with implementing an ERP system on its own. Finally, we discuss how consulting companies such as ERP system integrators can find their clients and build their thought leadership.

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Tags: Digital Transformation, ERP

Episode 61: ERP Systems with Sam Gupta of ElevatIQ
The Job Shop Show
August 04, 2021
Sam Gupta of ElevatIQ joins us as we take a deep dive into ERP Systems. Why do you need one? How do you chose one? How does it help with business transformation? ElevatIQ consults with companies to assist with the procurement of business systems such as ERP and provides implementation assistance.

Sam is also the host of the popular program WBSRocks; a community and a media company focused on digital transformation and business growth. It runs several initiatives including a podcast, clubhouse rooms, happy hours, Twitter chat, slack, and LinkedIn communities, and a network of LinkedIn influencers.

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Tags: Digital Transformation, ERP

"Marketing with Russ... aka #RussSelfie" with Sam Gupta - Ep. 125
Marketing with Russ Podcast
August 02, 2021
Please join me and my guest Sam Gupta for an awesome discussion.

Sam has been a thought leader in the digital transformation space for nearly two decades, with the primary focus on financial systems and ERP. He has been part of large transformation initiatives for fortune-500 corporations but now spends his time consulting with SMEs as a Principal Consultant at ElevatIQ. Sam regularly speaks at industry conferences and contributes his experiences through many popular blogs and publications. He is always open to chat about technology and digital transformation topics on LinkedIn or Twitter.

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Tags: Digital Transformation, ERP, Marketing

Sam Gupta of ElevatIQ Stars - Manufacturing Hub Episode 22
Manufacturing Hub Podcast
July 28, 2021
Sam Talks about ERP's in the Industrial Environment
Hosting a podcast
Building a community
Being a super connector
and more!

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Tags: Digital Transformation, IoT, ERP

How to go About Building a Tribe And Quickly Driving Growth
The Predictable B2B Success Podcast
July 27, 2021
In this episode, he shares how to go about building a tribe and quickly driving growth.

Some topics we discussed include:
Why build a community or tribe around your brand
The pros and cons of building a tribe
What is the best way to approach this
Metrics to use when building a community or tribe
Why be picky in recruiting members to your tribe
Why include a podcast in your community-building efforts
How Sam started this venture and what does community building look like today
How to leverage LinkedIn when building a tribe
How to create emotional experiences for the tribe to keep people coming back
Good practices to follow when building a tribe
and much much more …

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Tags: Digital Transformation, ERP, Marketing

ERP Thought Leadership Driving Digital Transformation | Real Talk Ft. Sam Gupta | Ep 37
Real Talk with Rob Tavi
July 21, 2021
Tune in to this episode of Real Talk ft. Sam Gupta and discover an ERP Thought Leader driving digital transformation! Advancing integrations with your organizations technologies are becoming an essential component of Enterprise Resource Planning. As technology evolves, system integrations are experiencing a revolution simplifying the communication between all of your organizations systems for maximum data output resulting in effective insights for growth while improving the customer experience.

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Tags: Digital Transformation, ERP

Cure your Growing Pains with Sam Gupta
Management Blueprint Podcast
July 19, 2021
Sam Gupta is the CEO and Principal Consultant at ElevatIQ, a digital transformation consulting firm focusing on business process automation, customer experience, continuous improvement, and marketing automation. We talk about human capital management, the art of incremental implementation, and why having the right people is crucial for digital transformations.

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Tags: Digital Transformation, ERP, Management

111: EFFECTIVELY IMPLEMENTING ENTERPRISE RESOURCE PLANNING
Digital Enterprise Society
June 29, 2021
The average company has between 300 and 600 business processes, all of which need to be managed. Enter enterprise resource planning, the operational glue for your company. To help explain the ins and outs of ERP, today Thom Singer and Craig Brown welcome Sam Gupta, Principal Consultant and CEO at ElevatIQ. Sam unpacks the mechanics of ERP and explains how to successfully implement it into your work. He explains how supply chain problems, e-commerce challenges, and even career roadblocks can all be solved with the proper implementation of ERP.

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Tags: Digital Transformation, ERP

Community Builder - w/ Sam Gupta
Grind Sell Elevate Podcast
June 28, 2021
Sam Gupta has 20+ years of experience as a digital transformation consultant with a primary focus on ERP and financial systems. He also has 10+ years with several startups, going through the entire cycle and exit process to a Fortune 100 company. Built brands such as ElevatIQ and WBSRocks from scratch. A frequent contributor to major trade publications.

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Tags: Digital Transformation, ERP, Sales

Tech stack for e-commerce businesses and their journey to ERP
Crossover Commerce Podcast
June 16, 2021
Ryan Cramer of PingPong Payments talks with Sam Gupta of ElevatIQ to discuss tech stacks for e-commerce businesses and their journey to ERP.

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Tags: Digital Transformation, ERP

How to scale business architecture with growth
Tali Hasanov Podcast
June 08, 2021
We covered several points in this interview:
- the importance of different systems in the enterprise architecture and the role they play
- how does the need vary of systems across industries
- the factors that are most important to select the right systems
- the current utilization of the enterprise systems and the challenges in adopting them
- and much more

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Tags: Digital Transformation, ERP

Empowering Industry Podcast Episode 58: ERP & Community Driven Marketing with Sam Gupta
Empowering Industry Podcast - A Production of Empowering Pumps & Equipment
May 31, 2021
This week Bethany and Bekah talk about ways to manage anxiety when returning to the office.

Then Charli interviews Sam Gupta, ERP Thought Leader, Super Connector, and host of the podcast WBSRocks.

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Tags: Digital Transformation, ERP

Solving ERP Selection and Implementation Challenges - The Faces of Business
The Faces of Business Podcast
May 12, 2021
In this week’s The Faces of Business Episode, our guest speaker was Sam Gupta. Sam is the Founder, Community Builder, and Host at WBSRocks. Apart from this, Sam is also the Principal Consultant at ElevatIQ wher he helps manufacturers with ERP selection, implementation, automation, and process development.

The conversation started with Sam giving an introduction about himself. He said that he belongs to a manufacturing family and his family is very business-centric as well. This is why since as a child he learned a lot about business and was aware of a lot of terms by the time he went to college.

After this, Sam said that he tried to work on some entrepreneurial ventures when he was in college, but those weren’t enough to feed his family. This is when he changed his direction of work.

Moving on, Sam shared how he got into ERP. He said that he initially worked in VRP and then DRP, however, after some fails he realized that it was not for him. This is when his whole entrepreneurial journey gave him a perspective and later he started his own company ElevatIQ.

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Tags: Digital Transformation, ERP

TME Podcast Ep44 | Building a Manufacturing Community Online w/ Sam Gupta
The Manufacturing Executive By Gorilla 76
May 04, 2021
If you want to build thought leadership around a product category, you need to create a community. The longer your sales cycle and the more complex your product, the more critical your community.

But how do you build a community around your product and not around yourself?

In today’s episode, I talk about the keys to success on social media with Sam Gupta, Host, Community Builder, and Founder at WBSRocks.

Here’s what Sam and I discussed:

What an online community is
Different platforms for building community online
Focusing on your audience’s problems — not your product

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Tags: Digital Transformation, ERP, Marketing

Focus and Execution Lead to Business Success Featuring Sam Gupta
GOING SOLO Podcast
April 30, 2021
Although Sam worked as an employee for a number of years before he started his current business, he has a long history of entrepreneurship. Once he landed on a winning strategy, he became very focused on the analytics that supports his success.

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Tags: Digital Transformation, ERP

Spearheading Technological Innovations in SMEs with Sam Gupta
Be++ Podcast
April 29, 2021
Be++ featured ElevatIQ principal consultant Sam Gupta who talked about how to spearhead technological innovations in small and medium enterprises and the challenges that came along in penetrating this market space.

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Tags: CRM, Digital Transformation, ERP

How to Prepare for Your First ERP Project - Sam Gupta
Spend Culture: CFOs on People, Cash, and Organizations
April 26, 2021
In this episode, Sam Gupta, the Principal Consultant at ElevatIQ and host of the WBS Rocks podcast joins us to discuss how growing companies can identify whether they are ready for an ERP, and also how to make the best decision on behalf of their organization.

We chat about ERP implementations gone wrong, how to evaluate a solution, and getting the right stakeholders on board to make your tech stack a success.

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Tags: Digital Transformation, ERP

Enterprise Resource Planning with Sam Gupta
Welbeck Advisors Podcast
April 24, 2021
In this Livestream, Host and Industrial Psychologist, Bernardo Tirado PMP, chats with Sam Gupta about ERP systems and their importance.

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Tags: Digital Transformation, ERP

"You Are Alone In This Game" The Inventive Journey Podcast For Entrepreneurs w/Sam Gupta
The Inventive Journey Podcast
April 22, 2021
Never ever trust your family. You are alone in this game. Your family is going to be overcoming themselves when they promise anything. Just because they over emotional, they are not rational. If you do that, then it's going to fire back. My one piece of advice is you are alone in this game. Don't count on anyone. No one is there to help you. If you plan that way, then you will go a long way.

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Tags: Digital Transformation, Entrepreneurship, ERP

Ep. #16: Living a Purposeful Lifestyle - Sam Gupta
Living a Purposeful Lifestyle - Jason Ricks
April 21, 2021
This week on the show we have an ERP implementation expert, the host of his own podcast, the host and leader of a fabulous think tank group called WBSRocks, and Principal Consultant at ElevatIQ - Sam Gupta. Sam is a well-groomed business professional that will share how he got into the ERP space and how he helps a business improve operations and profits by using technology to streamline processes! I promise you do not want to miss this show.

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Tags: Digital Transformation, ERP

303: How Manufacturers Can Protect Their Market Share - with Sam Gupta
Social Capital Podcast
April 19, 2021
Why are manufacturers not exploring these marketing opportunities right now?
With that being one of the key barriers, what do you anticipate how this next phase of growth can happen and what can these SMB manufacturers do to get to the next stage?
How do you see the buyers and the decision-makers play into this?

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Tags: Digital Transformation, ERP

Data and Tech in Supply Chain - ERP Implementations with Guest Sam Gupta
Adventures in Supply Chain
April 16, 2021
If you are considering an ERP implementation for the first time or switching to a different ERP with more functionalities, this episode is for you.

With our guest Sam Gupta, we talk about the following:
- When should companies consider an ERP implementation or switching to a different ERP?
- Who needs to be involved? Who needs to take the lead?
- What are the most common challenges and mistakes so you can avoid them?
- And much more

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Tags: Digital Transformation, ERP

397. Sam Gupta on ERP Systems
Unleashed - How to Thrive as an Independent Professional
April 10, 2021
Sam Gupta has nearly two decades of experience in commercializing technology solutions, building multi-million dollar technology practices, and managing large enterprise software programs to drive digital transformation initiatives. He is the principal consultant at ElevatIQ, Inc., and in this episode, he talks about manufacturing enterprise resource planning (ERP) systems.

Sam can be contacted at https://www.linkedin.com/in/samguptausa/ or the website https://www.elevatiq.com/

Key points include:

07:20: The key processes of ERP

16:16: Inflection points and the integration of ERP systems

24:50: The range of activities of Elevate IQ

27:29: Big name companies selling ERP software

29:06: The rip and replace process

Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at: www.umbrex.com.

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Tags: Digital Transformation, ERP

Are you a Super Connector?
Winning at Business and Life Podcast
April 04, 2021
Episode 239: Successful business leaders are Super Connectors. Wise words from Sam Gupta, Principal Consultant at ElevatIQ Inc.

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Tags: Digital Transformation, ERP

ERP Executive Found His Success as a Young Child with His Insatiable Curiosity with Podcast Host Sam Gupta | Ep 248
The Digital Executive
March 28, 2021
WBSRocks' Podcaster and ElevatIQ Principal, Sam Gupta, joins Coruzant Technologies for the Digital Executive podcast. He talks about how he was well ahead of his peers due to him finding his curiosity and inner voice at a young age. This drove him to learn more and was able to navigate the business landscape much easier.

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Tags: Digital Transformation, ERP

How an ERP Rollout Can Benefit From a Marketing Lens
The Kula Ring Podcast
March 09, 2021
During an ERP rollout, manufacturing marketers in small and medium-sized enterprises often find themselves on the outside looking in. Sam Gupta, Principal Consultant at ElevatIQ, says marketers should be integrated into ERP initiatives because of their unique ability to identify new products and new markets. In this week’s episode of The Kula Ring, Sam talks about what marketers bring to the table that service personnel might miss, and how providing all team members with access to real-time ERP data can improve customer experience.

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Tags: ERP, Marketing

Sam Gupta has been a thought leader in the digital transformation space
Be Busy Being Awesome Podcast
March 07, 2021
Sam, has been a thought leader in the digital transformation space for nearly two decades, with the primary focus on financial systems and ERP. He has been part of large transformation initiatives for fortune-500 corporations but now spends his time consulting with SMEs as a Principal Consultant at ElevatIQ.

Sam regularly speaks at industry conferences and contributes his experiences through many popular blogs and publications. He also hosts a podcast called WBSRocks focused on business growth through digital transformation and ERP where he interviews top influencers and executives from ERP, Supply Chain, Manufacturing, Digital Transformation, and Accounting.

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Tags: Digital Transformation, ERP

41. Focus on your core and look for ideas in your expertise! | Sam Gupta, Entrepreneur & WBSRocks Podcast Host
Driven by doing Podcast
January 31, 2021
If you want to succeed in your career, you need to focus on your core expertise. Learn from Sam Gupta who settled on starting an ERP consulting firm that wasn't the coolest option after failing through many cool startups.

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Tags: Entrepreneurship, ERP

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Keynote/Webinar/Panel Speaking Engagements on Digital Transformation, E-Commerce, and Industry 4.0 Topics

Location: East Coast    Date Available: August 09th, 2021    Fees: 1000

Submission Date: August 09th, 2021    Service Type: Service Offered

Speaking engagements either in virtual or physical settings.

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