Beyond ERP

Manish Bhardia, of Think AI, Discusses AI Use Cases for CXOs

Thu, 01 Aug 2024 16:33:25 +0000

Louis and Gina welcome Manish Bhardia, founder and president of Think AI Corporation to the Beyond ERP podcast this week.

Manish discusses his journey in AI, data, and cloud strategy, spanning over 22 years, and his transition from a software developer to founding a consulting company. He highlights his recent book, "AI Productivity Leap," which aims to simplify AI concepts and achieve a 3x productivity increase for businesses.

The conversation also covers key AI use cases for CXOs, such as sales, marketing, internal operations, software development, and R&D, emphasizing the importance of adopting AI while balancing security and compliance.

Topics covered:

AI adoption and productivity
Strategic implementation for CXOs
Balancing innovation with security and compliance

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Riley Akervik of the Central Valley Health District Discusses Collaborative ERP Implementation and Government Sector ERP Trends

Thu, 25 Jul 2024 15:09:47 +0000

In this episode, Riley Akervik, Finance Director at Central Valley Health District, shares insights on transitioning to NetSuite from the dated Great Plains software.

Riley emphasizes the importance of being proactive and collaborative during ERP implementation, noting key lessons such as immersing oneself in learning the new system and relying on team support. He highlights significant time savings and efficiency gains in financial reporting and auditing processes since adopting NetSuite.

The podcast also touches on emerging trends in the government sector, where many organizations are seeking comprehensive ERP solutions to replace outdated systems.

Topics Covered:

Importance of proactive learning and team support
Efficiency gains with NetSuite
Emerging trends in government ERP systems

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Grace Longwell of Essex Finishing Shares Insights to Their NetSuite implementation and Post Go Live

Thu, 23 May 2024 16:17:27 +0000

In our latest Beyond ERP podcast, Grace Longwell, Director of Operations and Planning at Essex, shares invaluable insights into ERP implementation and post-go-live support.

Grace emphasizes the importance of involving end users from day one and focusing on foundational master data to ensure a successful ERP implementation. She discusses how Essex, a wood finishing company, chose NetSuite to streamline operations and centralize data. Grace also highlights the significance of features like NetSuite CPQ and MRP in facilitating Essex's expansion and managing rising costs effectively.

Finally she shares what’s next in Essex's digital transformation: including harnessing data insights and streamlining processes further with third-party applications integrated into NetSuite.

Topics covered:

Involvement of End Users
Focus on Foundation Master Data
Utilization of NetSuite Features

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Interview with Caleb Schmitz, CRO of Anchor Group, on ERP Implementations Focused on Suite Commerce

Thu, 16 May 2024 14:35:11 +0000

In this episode of Beyond ERP, hosts Louis Balla and Gina Ostrowsky speak with Caleb Schmitz, CRO of Anchor Group, an expert in ERP implementations, particularly focusing on Suite Commerce within the NetSuite ecosystem.

Caleb shares his unique leadership approach, prioritizing employees first, which he believes ultimately enhances customer experience. The discussion also highlights Anchor Group's expertise in B2B e-commerce, emphasizing Suite Commerce's advantages over other platforms in terms of integration, customization, and cost-effectiveness.

Find out what Caleb predicts for the future of Suite Commerce and its positioning in the evolving B2B e-commerce landscape.

Topics covered:

Employee- Centric Leadership
B2B E-commerce Advantages
Future of Suite Commerce

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Billy Gahn, of SPS Commerce, Discusses Evolution in the Retail Landscape

Thu, 09 May 2024 16:06:36 +0000

Louis Balla and Gina Ostrowsky interview Billy Gahn, the Strategic Channel Sales Manager at SPS Commerce this week on Beyond ERP.

Billy shares insights into SPS Commerce's role as a full-service EDI provider, connecting retail trading partners through an easy-to-join network. The discussion also covers SPS's evolution, addressing challenges and opportunities in the EDI space, emphasizing the importance of partnership collaboration, and highlighting the growing impact of technological trends such as AI and machine learning in the industry.

Topics Covered:

Evolution in the Retail Landscape
Challenges and Opportunities in EDI
Importance of Partnership & Communication

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Gerry Villamil , of Promethean Analytics, on ERP Capabilities Beyond NetSuite's General SolutionsNew episode of 05/02 2:01 PM

Thu, 02 May 2024 19:02:01 +0000

This week's Beyond ERP discussion centers on ERP capabilities beyond NetSuite's general solutions with Gerry Villamil.

Gerry sharing insights into his 31-year journey, highlighting the evolution of planning and budgeting tools. He emphasizes the need for advanced features such as machine learning and predictive planning, showcasing how Promethean's solutions enhance NetSuite's vanilla offerings, leading to a more mature and tailored planning process for clients.

The conversation also delves into the importance of early integration with planning and budgeting during ERP implementations and explores the substantial ROI and time savings achieved through such solutions.

Topics covered:

- Evolution of planning and budgeting Tools

- Enhancing NetSuite’s vanilla Solutions

- Early Integration for effective ERP implementation

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Matt Rogers, VP of Strategic Alliances at eBiz Charge, Discusses the Importance of Security in Payment Processing

Thu, 25 Apr 2024 16:56:05 +0000

In this podcast episode of Beyond ERP, Matt Rogers, VP of Strategic Alliances at eBiz Charge, covers a decade long change in payment processing.

The conversation delves into eBiz Charge's growth, its focus on seamless ERP integration, and the company's commitment to providing reliable products and solutions for businesses. Matt emphasizes the challenges in ERP transitions, highlights eBiz Charge's unique value propositions, and touches on industry trends such as the increasing complexity of business operations and the importance of security in payment processing.

Learn about eBiz Charge's role in facilitating smooth ERP transitions and optimizing payment processing for businesses.

Topics covered:

Seamless ERP Integrations
Diverse Payment Solutions
Security Measures

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Robert Keuroglian, Founder and CEO of Sentrien Systems, on Comprehensive Field Service Solutions

Thu, 18 Apr 2024 19:37:43 +0000

Louis Balla and Gina Ostrowsky interview Robert Keuroglian, founder and CEO of Sentrien Systems. Robert shares his journey into the world of ERP software, highlighting a pivotal moment in his career that led him to technology.

He discusses the vision behind founding Sentrien Systems in 2009, focusing on delivering comprehensive ERP solutions for the construction and field service industries. The podcast explores the unique features of Sentrien Systems' field service solution, emphasizing its integration with Oracle NetSuite and its ability to provide a full-featured environment, including rental management, mobile payments, and route optimization.

Robert emphasizes the importance of effective communication in successful ERP implementations and shares examples of innovative solutions tailored to customers' specific needs. Looking ahead, he discusses the role of machine learning, AI, and IoT in the future of field service management, highlighting the need for businesses to stay ahead in a rapidly evolving environment.

Topics covered:

1. Comprehensive Field Service Solutions

2. Customer-Centric Approach

3. Future-Ready Solutions

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Craig March of Celigo Discusses the Challenges of Data Integration, the Importance of Data Integrity, and the Role of AI

Thu, 11 Apr 2024 12:16:00 +0000

Craig March from Celigo, a company specializing in integration platform as a service (iPaaS) joins this week’s podcast.

Craig discusses his role in developing and maintaining relationships with strategic partners, emphasizing Celigo focus on providing easy-to-use solutions for NetSuite users. The conversation touches on the challenges of integration, the importance of data integrity, and the role of AI in future automation. Craig also shares a customer success story involving IT service management and highlights Celigo commitment to removing barriers of siloed data for organizations.

Topics Covered:

AI in Integration
Celigo's Role and Expertise
Future Digital and IT Trends

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Mark Deadder of Tipalti on the Evolution of Payables Automation

Thu, 04 Apr 2024 11:17:00 +0000

In this episode of Beyond ERP, Mark Deadder, Alliances Manager at Tipalti, discusses the evolution of payables automation over the past eight years.

Mark highlights the significant advancements in the industry, emphasizing the shift from basic OCR capabilities to a more holistic approach that includes fraud mitigation, tax compliance, and support for foreign currencies. He delves into Tipalti's role in this evolution, positioning itself as a finance automation platform beyond just accounts payable.

The conversation also touches on the importance of strategic partnerships, particularly with system integrators like Nuage, and the critical role of AI and machine learning in providing actionable insights for finance professionals.

Topics Covered:

Evolution of Payables Automation
Strategic Partnerships and Integration
AI and Machine Learning for Actionable Insights

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Eric Lambiase, Director of Strategic Partnerships at TrueCommerce, on EDI Solutions for Business Processes and Inventory Management

Thu, 28 Mar 2024 11:44:00 +0000

Louis Balla and Gina Ostrowsky interview Eric Lambiase, the Director of Strategic Partnerships at TrueCommerce, in this week's Beyond ERP podcast.

Eric specializes in Electronic Data Interchange (EDI) solutions for NetSuite partners and has background in supply chain management. He has his extensive experience in EDI technology, emphasizing its importance in streamlining business processes and optimizing inventory management.

The conversation covers the evolution of NetSuite, the challenges and nuances of EDI, TrueCommerce's integrated solutions, success stories, and the ongoing relevance of EDI despite newer technologies.

Topics:

- EDI Ongoing Relevance

- NetSuite Integration and TruCommerce Solutions

- Automation Benefits and Cost Effectiveness

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Cedric Carter, Managing Partner of Ethos Business Solutions, on the Evolution of NetSuite

Thu, 21 Mar 2024 19:15:29 +0000

Hosts Louis Balla and Gina Ostrowsky interview Cedric Carter of Ethos Business Solutions this week.

Cedric shares insights, strategies, and wisdom accumulated throughout his career, emphasizing his role in NetSuite and digital solutions for businesses. The discussion covers topics such as the evolution of NetSuite, the balance between technology and human elements in leadership, and the significance of ERP systems like NetSuite in aiding decision-making through real-time data and analytics.

Cedric also highlights the growing trend of artificial intelligence and its potential impact on the future of ERP systems, expressing excitement about NetSuite's efforts in incorporating analytics and predictive features.

Topics covered:

Evolution of NetSuite
Leadership and Technology Balance
Future Trends- Artificial Intelligence

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Jeremy Kearns, Sales Executive at Avalara, on Avalara's Tax Compliance Solutions

Thu, 14 Mar 2024 16:52:54 +0000

In this episode of Beyond ERP, the hosts, Louis Balla and Gina Ostrowsky, welcome Jeremy Kearns, a seasoned sales executive with over a decade of experience, currently playing a pivotal role at Avalara in driving revenue growth through strategic sales initiatives.

Jeremy shares his journey from new home sales to Indeed and eventually to Avalara, highlighting the problem-solving aspect crucial in sales tax complexities. The conversation delves into Avalara's distinctive features, such as being born in the cloud and offering a comprehensive, one-stop solution for various compliance areas. Jeremy emphasizes the significance of considering tax compliance solutions like Avalara during periods of change or growth and discusses upcoming trends, including the focus on e-invoicing.

The episode concludes with a brief discussion on the return on investment Avalara can offer by reducing the burden of sales tax compliance, allowing businesses to focus on revenue-generating activities.

Topics Covered:

Avalara's Comprehensive Solution

Strategic Sales Initiatives

Comprehensive Tax Compliance Solutions

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Sterling Reeves on Sales Strategies, Customer Relationships, and the Evolving Technology Landscape

Thu, 07 Mar 2024 16:33:00 +0000

In this podcast episode of Beyond ERP, the hosts Louis Balla and Gina Ostrowsky welcome Sterling Reeves, a seasoned account executive at Nuage. Sterling discusses his diverse professional journey, emphasizing the importance of a tailored approach to customer experience in driving sales and managed services. He highlights the significance of understanding customer needs, goals, and priorities to provide customized solutions.

The conversation delves into the evolving landscape of NetSuite, where Sterling discusses trends in AI and automation, particularly in predictive analytics.

The hosts and Sterling explore the concept of continuous optimization, emphasizing its relevance for both new and experienced NetSuite users. Sterling introduces Chassis, an AI tool that analyzes NetSuite processes to identify bottlenecks and areas for improvement.

Listen for valuable insights into sales strategies, customer relationships, and the evolving technology landscape.

Key Topics:

-Customer- Centric Approach

-Continuous Optimization in NetSuite

-Importance of Mentorship

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Bruce Capagli, CFO & COO of BC Integrations, on Data Visualization and Advanced Financial Modeling

Thu, 29 Feb 2024 19:40:21 +0000

Louis Balla and Gina Ostrowsky interview Bruce Capagali, founder of BC Integrations. Bruce shares insights into his extensive experience in finance, operations, and technology, highlighting the inspiration behind founding BC Integrations. The conversation delves into BC Integrations' focus on advanced financial modeling, emphasizing the importance of reliable forecasts and data visualization tools for informed decision-making.

Bruce also discusses common challenges in system integration, the significance of data integrity, and strategies for operational efficiencies.

The episode concludes with Bruce emphasizing the need for continuous learning, adaptation, and embracing change in the rapidly evolving technology landscape.

Key Topics:

- Data Visualization and Advanced Financial Modeling

- Challenges and Solutions in System Integrations

- Continuous Learning and Adaptations

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Richard Rawnsley, CFO of Sonic Incytes Medical Corp, on Adaptability and Navigating Uncertainty with Sound Decision Making

Thu, 22 Feb 2024 16:53:32 +0000

In this podcast episode of "Beyond ERP," the hosts, Louis Balla and Gina Ostrowsky, welcome executive finance and operations leader Richard Ronsley. Richard shares insights from his diverse professional journey, spanning over 14 years and various industries. He discusses the importance of continuous learning, the challenges organizations face in uncertain environments, and the role of technology, particularly ERP and CRM, in optimizing operations. Richard emphasizes the value of mentorship, the significance of KPIs, and the need for a clear understanding of what success looks like for an organization. The conversation also touches on technological shifts, with Richard expressing interest in customized ERP packages for specific industries while acknowledging the need for continual improvement in addressing common challenges across businesses.

Topics Covered:

Continuous Learning and Adaptability
Navigating Uncertainty with Sound Decision Making
Leadership, Mentorship and Cultural Alignment

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Vanessa Ting discusses CPG Industry Trends and Brand Strategy for Emerging Organizations

Thu, 30 Nov 2023 19:10:23 +0000

In this episode of Beyond ERP, guest Vanessa Ting, a CPG Marketing Leader and Retail Growth Consultant with a background in scaling brands and a focus on women-led and social impact ventures, shares her journey and insights.

We discuss industry trends and Brand Strategy for emerging organizations, emphasizing the importance of day-one actions.

Vanessa talks about tracking marketing success, omni-channel distribution best practices, and mentions a key influence in her approach to Brand Strategy & Marketing.

Vanessa Book Recommendation: Hitting the Sweet Spot by Lisa Fortini-Campbell

Topics:
Vanessa's Diverse Career Background
Trends in Heath and Wellness
Importance of Balancing Marketing and Operations

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Donna Hamilton, Dir. of Finance & Operations, Human Trafficking Institute, on Challenges of the Industry

Thu, 16 Nov 2023 17:27:19 +0000

In this episode of Beyond ERP, Donna Hamilton, Director of Finance and Operations at the Human Trafficking Instutite, specializing in combating human trafficking, shares her remarkable journey and mission in the anti-human trafficking sector. Donna's background in finance and operations plays a critical role in supporting organizations fighting human trafficking.

The podcast discusses the state of the anti-human trafficking industry, financial and operational challenges, and how individuals and businesses can contribute to this crucial cause. It also highlights the importance of collaboration and offers recommendations for resources and actions to make a meaningful impact in the fight against human trafficking.

Donna’s book recommendation: The Locust Effect by Gary Haugen

Topics covered:

- Donna's remarkable journey
- The global scale of human trafficking
- The role of collaboration and support

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Robert Word, Founder of Holy City Gutterworks, on the State of the Home Improvement Industry & Small Business Opportunities

Thu, 09 Nov 2023 17:57:46 +0000

In this episode of Beyond ERP we welcome Robert Word, the CEO of Holy City Gutterworks.

Robert's extensive experience in the home improvement industry, particularly in gutter systems, has made Holy City Gutterworks a prominent name in the field. The podcast delves into Robert's professional journey, the state of the home improvement industry, and the challenges and opportunities it presents for smaller businesses.

Robert shares insights into managing a successful home improvement business and discusses how Holy City Gutterworks measures success and leverages digital solutions to enhance customer experiences.

Roberts Book Recommendation: Entrepreneur Operating System by Steve Gino

Topics Discussed:
- Customer-Centric Approach
- Technology and Data utilization
- Continuous learning and networking

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Interview with Chris Balla of Nuage on Evolution of Technology and Business Strategy

Thu, 02 Nov 2023 19:30:38 +0000

From Plastiq's innovative payment solutions to Granular's tech-driven agriculture and beyond, Chris Balla's versatile sales expertise has driven growth across industries.

As an Account Executive at Nuage, he embodies the fusion of technology and sales strategy.

In this episode, Louis and Gina explore Chris's path, keys to successful NetSuite implementation, the evolving role of tech in business, and his valuable advice for navigating the digital landscape. Stay tuned for insights from a tech leaders on Beyond ERP.

Chris’s Book Recommendation: Getting Naked

Topics covered:
Career journey and industry expertise
Evolution of technology and business strategy
Value of understanding client needs

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Sam Martin, CFO & COO of Dana Estates Winery, Discusses Financial Strategies & Navigating the Digital Landscape

Thu, 26 Oct 2023 18:45:41 +0000

Get ready for an enlightening episode of Beyond ERP as we sit down with the accomplished financial expert, Sam Martin. With a background as a Certified Fraud Examiner and a focus on wine industry accounting, Sam's strategic prowess has transformed businesses across diverse sectors. From Dana Estates Winery to ANF Pet Inc., Sam's insights have optimized efficiencies, improved financial performance, and left a lasting impact. Join hosts Louis and Gina from Nuage as they delve into Sam's journey, financial strategies, and valuable advice for navigating the digital landscape.

Tune in to Beyond ERP for a captivating exploration of financial acumen and innovation.

Topics discussed:

Digital Transformation and Efficiency Enhancements
AI & Automation in Accounting
Importance of Data Analytics and Insights

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Matt Scullin on Enhancing Companies' Efficiency, Competitiveness, and Profitability in the Cloud

Thu, 19 Oct 2023 17:24:06 +0000

In this episode, we're thrilled to introduce an accomplished individual with over six years of experience in sales and business operations, Matt Scullin. As an impassioned Account Executive at Nuage, a trailblazer in customized cloud business management solutions, Matt is dedicated to enhancing companies' efficiency, competitiveness, and profitability through the power of cloud-based innovation. With a deep appreciation for collaboration, innovation, and customer satisfaction, his diverse industry insights promise to inspire and enlighten.

Matt’s Book Recommendation: Atomic Habits

Key Topics:
Adapting to change and future proofing.
Data-driven decision making
Incremental chances and continuous learning

Connect with Matt on LinkedIn">Connect with Matt on LinkedIn

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Interview with Randall West that Bridge Sports, Analytics, and Business Transformation

Thu, 12 Oct 2023 17:00:33 +0000

Today, we're privileged to host Randall West Jr., a Nuage consultant and Isenberg School of Management alumnus. Randall seamlessly bridges sports, analytics, and business transformation, showcasing adaptability and teamwork.

Hosted by Louis and Gina from Nuage, this episode dives into Randall's journey from a dual-sport athlete to mastering analytics tools like SQL and SAP, the evolving role of these tools in digital transformation, and the significance of teamwork in consulting.

Tune in for a thought-provoking exploration of business analytics and the future of digital transformation.

Key Topics:
Importance of teamwork and personal skills in consulting
Segmenting projects for success
Continuous learning and integration evolution

Connect with Randall on LinkedIn">Connect with Randall on LinkedIn

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Interview with Gary Pokorn, Author, Sales Professional, Business Owner & Motivator

Thu, 05 Oct 2023 16:17:57 +0000

Welcome to Beyond ERP, the podcast showcasing transformative journeys in the digital landscape. Today, we're excited to host Gary A. Pokorn, a seasoned content writer, author, blogger, and award-winning sales professional, offering insights into the changing dynamics of business.

With over four decades in B2B sales, Gary's client-centric approach reflects his adaptability through industry shifts. Join us as Louis and Gina explore Gary's journey, the evolution of sales processes with digital tools, impactful technological shifts, and the changing role of content and storytelling in the digital age.

Gary’s Book: The Peace and Power of a Positive Perspective

Key Topics:
Shift in sales process
Customer-centric approach
Ongoing digital transformation

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Glenn Saunders, Partner of Nuage, on Cloud Technology, NetSuite Implementation and Business Strategy

Wed, 27 Sep 2023 23:08:31 +0000

In this episode, hosts Louis and Gina from Nuage have a captivating conversation with Glenn Saunders, a distinguished Solution Architect and Partner at Nuage. With deep expertise in cloud solutions, Glenn's insights have driven Nuage's success. The trio delves into topics like the evolving realm of cloud technology, successful NetSuite implementation, the changing role of technology in business strategy, and invaluable advice for thriving in the digital landscape. Join the hosts and their guest in uncovering the dynamic world of cloud technology on this enlightening episode of "Suite Stories."

Glenn’s Book Recommendation">Glenn’s Book Recommendation: Emotional Intelligence 2.0

Key Topics:

Continuous Improvement in ERP Implementation
Value of Managed Services and Partnerships
Potential Future Developments in Cloud Tech

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Interview with Lou Balla, Founder of Nuage, on the Intersection of Innovation, Business Strategy, and Personal Growth

Wed, 06 Sep 2023 20:25:32 +0000

Join us on the latest episode of the Suite Stories Podcast, where hosts Louis and Gina from Nuage are joined by a true industry luminary, Lou Balla. Founder of Nuage and a visionary in cloud solutions, Lou has a rich history of transforming businesses, including notable giants like USA Today and AARP. Discover Lou's journey, insights into thriving amidst digital transformation, and the evolving role of technology in this engaging conversation. Tune in for an inspiring discussion that explores the intersection of innovation, business strategy, and personal growth on Suite Stories.

Lou’s Book Recommendation: The Challenger Sale">Lou’s Book Recommendation: The Challenger Sale

Connect with Lou on LinkedIn">Connect with Lou on LinkedIn

Key Topics:

Embracing Evolution and Continuous Improvement
Transitioning to Cloud Solutions
Collaborating and Comprehensive Solutions

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Interview with Sara Altmann, ERP Project Manager at Paini, on Lessons from Implementation and Advice for Businesses in the Digital Landscape

Wed, 06 Sep 2023 20:13:33 +0000

Get ready for an inspiring episode of Suite Stories as we sit down with the remarkable Sara Altmann. From her journey as a professional French horn player to becoming an expert in ERP systems, Sara's unique path showcases resilience and passion. With a diverse background spanning retail, design, data analytics, and entrepreneurship, Sara's insights into NetSuite One World and multi-channel distribution systems are impressive. Join hosts Louis and Gina from Nuage as they explore Sara's captivating career trajectory, lessons from ERP implementation, and valuable advice for businesses in the digital landscape. Tune in to Suite Stories for an engaging discussion on versatility and innovation.

Sara’s Book Recommendation: Who Says Elephants Can’t Dance">Sara’s Book Recommendation: Who Says Elephants Can’t Dance

Connect with Sara on LinkedIn">Connect with Sara on LinkedIn

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Interview with Tristan Queen, CEO & Co- Founder of Arcade Belts, on the Impact of Tech on Business Operations and Customer Engagement

Wed, 06 Sep 2023 17:38:19 +0000

In this episode, hosts Louis and Gina of Nuage are thrilled to chat with Tristan Queen, the CEO and Co-Founder of Arcade Belts. Tristan's fusion of fashion and functionality has revolutionized the belt industry, making Arcade Belts a market leader. With insights spanning his athletic background to innovative business strategies, Tristan delves into the influence of technology on his journey. Join the hosts and their guest as they explore the impact of technology on business operations, customer engagement, and growth. Stay tuned to Suite Stories for a dynamic conversation on digital transformation and innovation.

Tristan’s Book Recommendation: Crossing The Chasm">Tristan’s Book Recommendation: Crossing The Chasm

Key topics:

Origin Story & problem-solving approach
Gradual adaptation of technology
Balancing brand loyalty and growth

Connect with Tristan on LinkedIn

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