WBSRocks: Scaling Growth with AI, Enterprise Software, and Digital Transformation

Sam Gupta
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Feb 2, 2023 • 60min

WBSP440: Grow Your Business by Learning Consignment Inventory Best Practices, a Live Interview w/ a Panel of Experts

Send us Fan MailConsigned inventory could be a great strategy for startups trying to get space in retailers' warehouses. It could also be a great strategy for distributors and retailers to carry an inventory of unfamiliar brands without committing too much capital. But consigned inventory complicates the business processes for all parties involved. So what are the best practices when it comes to incorporating consigned inventory as part of the business model?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Consignment Inventory best practices. We discussed the differences between consignment and borrowing. And how the inventory will be treated in each vendor’s and customers’ ERP systems. Finally, we discussed the issues related to international consignment, along with several fun stories.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe to your favorite podcasting platform.
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Feb 1, 2023 • 57min

WBSP439: Grow Your Business by Understanding Algolia’s Capabilities, an Objective Panel Discussion

Send us Fan MailIf I had to describe eCommerce in three words, it would be search, recommendation, and personalization. And 90% of the eCommerce sites are extremely poor at these three things. But fear not; headless is changing that. While Algolia is used in the context of headless, you could have the same search experience even with monolith platforms. So what is Aloglia, and where does it fit in the eCommerce value chain?In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Algolia’s capabilities. We covered why the best-of-breed search capabilities aren’t as threatening to the composable commerce experience. Finally, we discussed its capabilities such as AI synonyms, tweaking search results for each query, and personalized search.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe to your favorite podcasting platform.
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Jan 31, 2023 • 59min

WBSP438: Grow Your Business by Understanding Priority ERP’s Capabilities, an Objective Panel Discussion

Send us Fan MailDo you know an ERP system that is from Israel but is not SAP Business One? Do you know an ERP system that has a similar look and feel to SAP Business One but is way ahead in the cloud? Do you know an ERP system that can support configurable mobile workflows right within the app without requiring developers? Do you know an ERP system that has thousands of installations in Israel but is virtually non-existent in North America? If you have guessed Priority Software, then you are right.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Priority ERP’s capabilities. We covered many grounds including its look and feel very similar to SAP Business One and its deep manufacturing capabilities. Finally, we covered its evolution, strategy, roadmap, and its strengths and weaknesses.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
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Jan 30, 2023 • 40min

WBSP437: Grow Your Business by Learning the Challenges Associated with NetSuite Data Migration w/ Paul Giese

Send us Fan MailData migration is extremely complex. It is especially more challenging when the source data may have a different structure and governance rules than the destination structure. For example, File driven datasets may allow edits of journal entries, as well as debits and credits on the same account.  The downstream datasets such as GL entries are far easier than the upstream datasets such as inventory transactions, fixed assets, or projects. If not analyzed carefully, data conversion projects may take forever and might not provide meaningful insights.In today's episode our guest, Paul Giese, shares insights about the challenges associated with NetSuite data migration. He also talks about how the limitations of QuickBooks may require reversing the transactions before data can be migrated. Finally, he discusses why the upstream datasets such as inventory, sales transactions, projects, and fixed assets could be more challenging to migrate than just the journal entries.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
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Jan 26, 2023 • 58min

WBSP436: Grow Your Business by Learning Dimensional Inventory Best Practices, a Live Interview w/ a Panel of Experts

Send us Fan MailDimensional inventory is more than just a bunch of attributes at the product level. It affects how the items are created, planned, and tracked. Using an ERP system without the support for dimensional inventory might result in planning issues. It might also result in ad-hoc processes and increased admin effort in correlating dimensions on top of raw data. So what are the best practices when it comes to dimensional inventory?In today's episode, we invited a panel of cross-functional experts for a live interview on LinkedIn who brings significant expertise to discuss Dimensional Inventory best practices. We discussed how dimensional or matrix inventory differs in various industries, as well as why systems not designed for dimensional inventory may lead to increased admin efforts. Finally, we discussed the impact of matrix inventory on planning, merchandizing, shop floor, warehouse, and logistics.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
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Jan 25, 2023 • 56min

WBSP435: Grow Your Business by Understanding WooCommerce’s Capabilities, an Objective Panel Discussion

Send us Fan MailDo you know an eCommerce platform that is designed for WordPress users? Do you know an eCommerce platform that may require several plugins to build a complex store? Do you know an eCommerce platform that is designed for SMBs and doesn't charge based on GMV? Do you know an open-source eCommerce platform that is written in PHP but is not Magento or OroCommerce? If you guessed WooCommerce, then you are right.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of WooCommerce’s capabilities. We covered how it compares with other open-source and commercial platforms. Finally, we covered the businesses that would be most benefited from WooCommerce and where they might be stretching their capabilities.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe to your favorite podcasting platform.
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Jan 24, 2023 • 56min

WBSP434: Grow Your Business by Understanding Aptean Made2Manage’s Capabilities, an Objective Panel Discussion

Send us Fan MailDo you know an ERP system that is designed for manufacturing but is not from Infor or Epicor? Do you know an ERP system that may not support as many layers of BOMs that Infor or Epicor systems might be able to support? Do you know an ERP system that might struggle with diverse business models, such as a business that might do both construction and distribution? Do you know an ERP system that has a very similar look and feel to Infor? If you have guessed Aptean Made2Manage, then you are right.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Aptean Made2Manage’s capabilities. We covered many grounds including its similarity in look and feel with Infor. Finally, we covered its BOM structure, traceability, costing layers,and technology.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
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Jan 23, 2023 • 47min

WBSP433: Grow Your Business by Learning How to Get Products Listed on Retailers’ Shelves w/ Gil Bar-Lev

Send us Fan MailEvery vendor out there would love to get on the shelves of big-box retailers. But the conversation finishes as soon as they ask for the price list. It might finish even sooner if you don’t know how to find the right buyer and understand their interests before pitching to them. So what are the best practices to get the attention of retail buyers?In today's episode our guest, Gil Bar-Lev, shares insights about the challenges associated with getting products on retailers’ shelves. He also talks about how dropshipping works and how some people might confuse it with the wholesale model. Finally, he discusses different strategies in navigating larger procurement organizations and how to get their attention.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
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Jan 19, 2023 • 60min

WBSP432: Grow Your Business by Learning Lot/Serial Control Best Practices, a Live Interview w/ a Panel of Experts

Send us Fan MailThe lot and serial numbers strategies can help improve customer experience and traceability. But over-implementing lot and serial numbers might fire back with the increased overhead and admin efforts. In some industries, the lot numbers could be so involved that you might require multiple lot and serial numbers as part of the same product. There might also be requirements for different BOMs that may contain traceable assembly. So what are the best practices when it comes to implementing lot and serial numbers?In today's episode, we invited a panel of cross-functional experts to live interview on LinkedIn who brings significant expertise to discuss Lot/Serial Control best practices. We discussed the layers of the lot and serial numbers and how they might be different in different industries. Finally, we discussed the unique lot and serial number requirements of industries such as defense, pharma, and custom manufacturing.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.
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Jan 18, 2023 • 56min

WBSP431: Grow Your Business by Understanding Volusion’s Capabilities, an Objective Panel Discussion

Send us Fan MailDo you know an eCommerce platform that targets very small eCommerce startups, just like Wix or GoDaddy? Do you know an eCommerce platform that had recently filed chapter 11 to restructure its debt? Do you know an eCommerce platform that may not have as high a transaction fee similar to Shopify? Do you know an eCommerce platform that is based in Austin, TX? If you guessed Volusion, then you are right.In today's episode, we invited a panel of industry experts for a live discussion on LinkedIn to conduct an independent review of Volusion’s capabilities. We covered its strengths such as not having as high transaction fees and its alignment with smaller businesses. Finally, we discussed its financial challenges and the problems users reported while using this platform.For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs.rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe to your favorite podcasting platform.

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