ERP Transformation and AP Automation Delivery Success, with SignUp Software

The MSDW Podcast

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תוכן מסופק על ידי MSDynamicsWorld.com. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי MSDynamicsWorld.com או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

All About Change

1
Jay Ruderman - How to Find Your Fight & Drive Social Change 32:17

לפני 11 ימים32:17

הפעל מאוחר יותר

רשימות

לייק

אהבתי

32:17

Jay is more than just the host of All About Change podcast. He is a lawyer and international activist, who has focused his life’s work on seeking social justice by advocating for the rights of people with disabilities worldwide. On the special episode of All About Change, Mijon Zulu, the managing producer of the "All About Change" podcast, is taking over hosting duties to interview Jay Ruderman about his new book, his activist journey, and why activism is even more important today. Episode Chapters (0:00) intro (02:38) How does one choose a cause to go after? (03:33) Jay’s path to activism (07:50) Practical steps a new activist can take (09:24) Confrontation vs trolling (17:36) Learning from activists operating in different sectors (19:20) Resilience in activism (22:24) Reflections on Find Your Fight and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

לפני שנה 21:25

MP3•בית הפרקים

This episode is sponsored by SignUp Software.

When Tina McGrath first encountered ExFlow from SignUp Software, she was working as the finance lead in an ERP transformation project for a Dynamics AX customer moving to D365. Their older invoice automation software presented a range of challenges, including integration issues, lost information, usability, and customization complexity.

On this episode, Tina takes us through some of the critical requirements, priorities, and guiding principles that led her to select SignUp as part of that project and how it benefited that organization. We then discuss how, years later, Tina came to lead SignUp's consulting services for Dynamics 365 Finance & Operations in North America. Rob Ashe, head of North America at Signup, also joins us and to talk about future plans for ExFlow that D365 customers can look forward to.

ERP Transformation and AP Automation Delivery Success, with SignUp Software

The MSDW Podcast

36 subscribers

published לפני שנה

שתפו

MP3•בית הפרקים

This episode is sponsored by SignUp Software.

כל הפרקים

The MSDW Podcast

1
An update on embedded payments for D365 Business Central with PayTrace 12:27

לפני 9 ימים12:27

12:27

This episode is sponsored by PayTrace . Security and automation are top of mind for most CFOs and finance teams this year, especially when it comes to payments and accounts receivable. For Dynamics Business Central users, embedded payments can solve both pain points. Our guests, Jeremy Boogaart and Carlton Ortega of PayTrace, share the latest enhancements to Trace AR for Business Central. We talk feature updates, the team's collaboration with early adopter customers of Trace AR, and a bit about the product roadmap. And the PayTrace team will be at upcoming events, including Directions North America 2025 and DynamicsCon. They tell us more about what you can expect to learn from them in-person. If you're interested in hearing more about what's new with Trace AR for Business Central and how it can help your team, contact sales@paytrace.com or stop by one of PayTrace's two booths at Directions NA, Premier Sponsor Exhibit Booth: 115 and Expo Booth: 224…

The MSDW Podcast

1
Delivering Record-to-Report in Business Central 25:34

לפני 12 ימים25:34

25:34

This episode is sponsored by SignUp Software . What does it really takes to control content in Business Central? Taking the perspective of Record to Report and the needs of office of the CFO, Business Central customers have key challenges they will need to account for. Our guests, Patrick Nguyen and Bob Monio of SignUp Software, take us through typical requirements they see related to auditability, accounting, and analysis. We also discuss how to best understand what Business Central can do out of the box and when an organization needs to look for more specialized capabilities. And we discuss the importance of SharePoint Online for most BC customers. The platform has continued to grow in popularity as a strategic component of more BC solutions, and Bob and Patrick explain the launch of SignUp Software's ContentGate for BC and how it works with SharePoint Online. Finally, we discuss SignUp Software's plans for Directions North America 2025, including their pre-event and the educational content they will be providing there. More from SignUp Software: If you want to learn more about SignUp Software, their products such as Content Gate for Business Central, and strategies for winning in the Office of the CFO - join them for their upcoming Partner Day at Directions North America in Las Vegas on April 6th . For more information you can also check out their website at www.signupsoftware.com .…

The MSDW Podcast

1
Previewing Resco Next 2025 with Sam Bush 15:39

לפני 16 ימים15:39

15:39

This episode is sponsored by Resco and their Resco Next 2025 event. Resco's annual event focused on advanced mobility, Resco Next, will be in Valencia on May 20 and 21 this year. The team has a variety of experiences planned, including a live podcast episode of Ambush on Air , the popular marketing-focused podcast series hosted by marketing consultant and NetStock partner marketing lead Sam Bush, our guest on this episode. Sam has established herself in the Microsoft channel as voice for thoughtful marketing and demand generation, with a focus on impactful, people-to-people campaigns and strategies. She also tells us about her focus on bringing B2B marketing to younger generations and the challenges and opportunities of that effort. And since MSDW is a media partner for the event, this episode offered a good opportunity to talk about some of the broader event themes we will be covering including advanced mobility software and services in the context of Microsoft Business Applications.…

The MSDW Podcast

1
Jukka Niiranen on Power Platform licensing, AI, and career changes 51:19

לפני 17 ימים51:19

51:19

Jukka Niiranen is a former Microsoft MVP and a current Power Platform expert, offering his services through his own firm and sharing his views regularly on social media and in his newsletter. On this episode, Jukka joins us to talk about how his career has evolved, his current work, his technology outlook, and a few hints at his upcoming licensing session at DynamicsMinds 2025 (where MSDW is a media partner). Jukka's career has evolved in the last decade from a consulting role with a Microsoft partner to founding a services firm to now opening his own consultancy. He also recently made the decision to end his 11-year streak as a Microsoft MVP and we discuss that experience. And Jukka shares some context on how the evolution of Microsoft Business Applications has shaped his advice to clients regarding AI, Power Platform, D365 apps, and more. Show Notes: 1:00 - Jukka's professional history, including his newest venture and the transition from CRM to Power Platform and low code advisory Clients in the low-code world are not exactly the same as CRM decision makers 4:30 - The emergence of Microsoft's low-code vision with the components that became Power Platform 7:30 - The ongoing separation in the Power Apps community between CRM-based and dev-based 15:15 - What Jukka has learned from looking at Microsoft's Ideas sites 17:15 - Experience after retiring his MVP status 26:30 - How Jukka's views in writing and advisory work overlap 28:00 - Jukka's presentation on Power Platform licensing at DynamicsMinds 2025 34:30 - What kind of AI conversations is Jukka having with customers today 43:45 - Security and governance issues as it relates to AI in enterprise software 49:00 - About Jukka's newsletter, Perspectives Plus Where to find Jukka: Newsletter: https://perspectives.plus/ Company: https://niiranenadvisory.com/ LinkedIn: https://linkedin.com/in/jukkaniiranen/ Bluesky: https://bsky.app/profile/jukkan.bsky.social Mastodon: https://mstdn.social/@jukkan…

The MSDW Podcast

1
The Impact of New Tariffs on Supply Chains and the Role of ERP Solutions 28:11

לפני 21 ימים28:11

28:11

This episode is sponsored by Staedean . ERP solutions have evolved to support global supply chains, and they are put to the test each time new disruptions arise. Our guest on this episode is Luciano Cunha, CEO of Staedean, and he joins us to discuss his outlook on ERP solutions for manufacturers managing complex and changing supply chains. Luciano shares industry examples of Staedean's experiences and offers advice on how supply chains could evolve further in response to ongoing trade tensions. He tells us about why he recently wrote about the potential impact of tariffs in today's global economy, and we talk about how individual organizations can adapt and where they can find more optimization opportunities. More from Staedean: If you would like to understand what the weak links are in your ERP data processes in your supply chain, take STAEDEAN's Data Maturity Assessment . Luciano's article: https://www.linkedin.com/pulse/how-tariffs-disrupt-manufacturing-today-luciano-cunha-vy1pe/?trackingId=YxDDUJ5E2UEH0LjIQ4hWnQ%3D%3D Staedean: https://staedean.com/…

The MSDW Podcast

1
Unlock the Unknown Potential of Your Document Management System 16:59

לפני 24 ימים16:59

16:59

This episode is sponsored by ERP Mechanics . Document management is an essential element of any enterprise solution, and our guest on this episode, Roger Cruz of ERP Mechanics, has worked with document management systems for many years, with a particular focus on Lasernet. Roger tells us about his years of experience deploying document management solutions. He shares some of the typical project execution techniques businesses have used and what has proven the most effective in different circumstances. We also discuss out of the box and unique use cases Roger has encountered, and how document management systems have evolved over time. And Roger reviews some of the ways Lasernet has differentiated itself from other solutions available to Dynamics 365 customers. More from ERP Mechanics: Whether it’s a new or existing project, ERP Mechanics is here to minimize risks, reduce costs and deliver your project on time. We offer a free consultation and trial of our services. Learn more about how we can help - https://www.erpmechanics.com/…

The MSDW Podcast

1
5 Tactical Ways to Strengthen Sales with Marketing Automation 25:12

לפני 4 weeks25:12

25:12

This episode is sponsored by emfluence . Bringing marketing automation to life requires alignment between executives and the teams they lead. In this episode, we break down how different roles like CMOs, marketing directors, and marketing managers work together to turn strategy into action. Our guest is emfluence President and CEO David Cacioppo, and he joins us to talk about tactical ways to get more out of your marketing technology investment. We discuss steps that marketing teams can take to improve lead management, customer retention, and tracking ROI. More from emfluence: If you’re ready to optimize your marketing automation strategy, check out emfluencemarketingplatform.com to learn more!…

The MSDW Podcast

1
Mekorma's evolution in the Dynamics 365 Business Central channel 22:17

לפני 5 weeks22:17

22:17

This episode is sponsored by Mekorma . On this episode, Brendan Coffey, Director of Revenue at Mekorma, dives into the company’s evolution within the Microsoft Dynamics 365 Business Central ecosystem and discusses how businesses are modernizing their accounts payable (AP) processes. The company's years of experience working with on-premises ERP technology and with the technical aspects of ERP migration give them unique insights into the growing adoption of Business Central, Brendan explains. But modernization and migration initiatives are not without their challenges, and we discuss trends and guidance for organizations planning for their ERP future. Brendan also provides an update on Mekorma's v1.0 product launch for Business Central. He tells us what makes their solution unique, shares customer stories, and explains the company's approach to partnering in the BC ecosystem. More from Mekorma: Schedule a discovery call with a Mekorma expert today to discover how we can optimize your Accounts Payable process, tailor solutions to your unique business needs, and help you overcome current challenges. (https://mekorma.com/linked-webpages/book-an-ap-automation-software-demo)…

The MSDW Podcast

1
2025 Supply chain trends with NMB Solutions 36:43

לפני 5 weeks36:43

36:43

This episode is sponsored by NMB Solutions . Dynamics 365 Finance and Supply Chain Management users will be thinking about global challenges in 2025. Our guests on this episode, Michelle Frennier and Chris Winstanley of NMB Solutions, help us understand some of the biggest risks businesses are facing this year and how to adapt. Shipping cost management will demand particular attention, Chris tells us, as faster deliveries add more pressure to businesses. Labor shortages, rising costs for transportation, and auto-fulfillment demands will all color the picture. Global trade compliance is another area of continued uncertainty, and Michelle helps break down some of the key risks and challenges. We also discuss data visibility concerns, the latest in supply chain automation opportunities, and some of the solutions that NMB is bringing to bear to help teams improve compliance, shipping, and transportation. Contact NMB Solutions to learn more: https://www.nmbsolutions.ca/contact-us…

The MSDW Podcast

1
ERP Transformation and AP Automation Delivery Success, with SignUp Software 21:25

לפני 6 weeks21:25

21:25

This episode is sponsored by SignUp Software . When Tina McGrath first encountered ExFlow from SignUp Software, she was working as the finance lead in an ERP transformation project for a Dynamics AX customer moving to D365. Their older invoice automation software presented a range of challenges, including integration issues, lost information, usability, and customization complexity. On this episode, Tina takes us through some of the critical requirements, priorities, and guiding principles that led her to select SignUp as part of that project and how it benefited that organization. We then discuss how, years later, Tina came to lead SignUp's consulting services for Dynamics 365 Finance & Operations in North America. Rob Ashe, head of North America at Signup, also joins us and to talk about future plans for ExFlow that D365 customers can look forward to. More from SignUp Software: · To learn more about ExFlow, the only fully embedded AP automation solution for D365 Finance & Operations, or to explore the full suite of solutions offered by SignUp Software, visit their website ( https://www.signupsoftware.com/book-demo/ ) and request a product demo today.…

The MSDW Podcast

1
Automation, e-commerce, and ERP integration with k-ecommerce 44:01

לפני 7 weeks44:01

44:01

This episode is sponsored by k-ecommerce , powered by MDF Commerce. On this episode we are talking about automation and e-commerce with Patrick Fusarini and Rich Fowler of k-ecommerce. B2B organizations face complex requirements in their commerce decisions, and Rich and Patrick tell us about what the requirements they are hearing from Dynamics 365 customers today. Many scenarios are driven by the D365 user's own clients, they explain. In a B2B context, those organizations want to be able to make their purchases with greater velocity and lower friction. Our guests provide some examples of D365 customers that are making that happen with k-ecommerce. We also discuss the relationship between automation and better data insights, and how partners can use that connection to improve outcomes further. Rich and Patrick share suggestions on how D365 customers can prioritize commerce needs, improve automation, and create a meaningful commerce execution plan. To learn more about k-ecommerce, check out k-ecommerce.com or try their interactive demo here . Catsports: How k-ecommerce transformed this online sports business: https://k-ecommerce.com/success-stories/catsports…

The MSDW Podcast

1
Previewing the AI Agent and Copilot Summit North America 2025 event with DCI's John Siefert 34:54

לפני 7 weeks34:54

34:54

Microsoft is taking an AI-first stance to its Business Applications portfolio, but what does that really mean for customers, system integrators, and consultants? Dynamic Communities (DCI) is launching a new event next month that aims to take on the full scope of the Microsoft-centric AI discussion. The AI Agent & Copilot Summit North America takes place from March 17 to 19, 2025 at the Hilton La Jolla Torrey Pines in San Diego. MSDW is a media partner for the event ( register with our link for a $150 discount ), and John Siefert, CEO of DCI, joins MSDW editor Jason Gumpert on this episode to talk more about how his team has envisioned and curated this event based on earlier experiences and community feedback. John discusses some of the key opportunities for learning and networking and how the sessions and tracks are optimized for various roles and scenarios. He also shares the latest news about Microsoft leaders speaking at the event, including CVP Bryan Goode, VP Ray Smith, and Senior Director Cecilia Flombaum. We also touch on the beautiful setting of this event, Torrey Pines in San Diego, and how participants can get the most out of their time on site. References: Event site: https://copilot.summitna.com/ Register with MSDW discount: https://www.eventbrite.com/e/ai-agent-copilot-summit-na-tickets-936091594157?discount=MSDW150 Our event preview article: https://msdynamicsworld.com/story/event-preview-ai-agent-copilot-summit-na-2025-spotlight-future-microsoft-enterprise…

The MSDW Podcast

1
Previewing Resco NEXT 2025 15:56

לפני 8 weeks15:56

15:56

This episode is sponsored by Resco, hosts of Resco NEXT 2025 . Resco has recently announced their upcoming Resco NEXT 2025 event, taking place in Valencia, Spain from May 19-21 2025. Our guest, Trevor Metcalfe, takes us through some of the plans for the event including speakers and hints at the agenda, which continues the focus on field workers and mobile, deskless scenarios This year's event is free to attend, and we discuss the history of the Resco NEXT dating back to year one in Boston and other memorable locations where the community has gathered in the past. Learn more here: https://www.resco.net/next/…

The MSDW Podcast

1
Why companies are investing in Procure to Pay, with SignUp Software and Mekorma 20:07

לפני 10 weeks20:07

20:07

This episode is sponsored by SignUp Software . On this episode, we are exploring how companies approach Procure to Pay and why the concepts, process and technical capabilities surrounding it have gained so much traction. Procure to pay typically includes accounts payable processes, but that's only part of the story. My guests on this episode, Bob Monio of SignUp Software and Brendan Coffey of Mekorma , explain more about the business case for payment services working together with AP automation software and how that broader vision offers benefits like reduced fraud and improved cash management. Bob and Brendan share their views on investing to improve procure to pay , including the recently announced joint partnership between Mekorma and SignUp. And they share their experiences working with companies looking to both better automate and optimize financial capabilities. More from Mekorma: For more information on how your organization can take advantage of the integrated Procure to Pay system discussed today, add payment processing to your AP environment, or if you’d like to discuss further the solutions offered by SignUp and Mekorma for D365, contact Bob Monio. You can reach him by email: bob.monio@signupsoftware.com or by phone: +1 612.293.8558…

The MSDW Podcast

1
Key Commerce Takeaways from NRF 2025 12:00

לפני 11 weeks12:00

12:00

This episode is sponsored by Evenica . On this episode, Kelly Mazur, Marketing Director at Evenica, shares her biggest takeaways from this year's NRF Retail Big Show conference. Mazur details what Microsoft Dynamics 365 Commerce capabilities she and others demo'd for the retailers in attendance, and she shared the two major themes showcased across the Microsoft booth. She also discusses commerce trends from the expo floor and shares retail predictions for 2025. AI was no doubt a hot topic again this year, but in this podcast episode we give specific use cases that were prominent across the event. For more information about working with Evenica, please visit Evenica.com .…

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