Enterprise Software Podcast: Recent Episodes

Darcy Boerio, Bob McAdam, Todd McDaniel

The world's first independent podcast dedicated to business applications. Enterprise Software news, views reviews and interviews for CEOs, CIOs, developers, users and partners.

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In this milestone 200th episode, original hosts Darcy Boerio, Bob McAdam, Wayne Schulz, and Todd McDaniel reunite for a nostalgic "trip down memory lane" that spans over a decade of enterprise software history. The conversation reflects on the podcast's humble beginnings in 2014—originally as a Microsoft-centric show—and its evolution into a broader industry resource.

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Episode 197 - Ed Kless, Ron Baker, and the Threshold of a Transformation Economy

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Episode 196 - AgentForce v3 and Smarter Customer Engagement

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Episode 195 - Molly Fuchsel and DynamicsCon 2025 Preview

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Episode 194 - Directions Platinum Edition and Sage Future is Almost Here

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Episode 193 - Leaving Las Vegas: Our Acumatica Summit Review Part 2 of 2

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Episode 192 - Leaving Las Vegas: Our Acumatica Summit Review Part 1 of 2

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Episode 191 - What's Next for Dynamics GP Users and Community Summit Recap

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Episode 190 - Microsoft Sunsetting Dynamics GP and Bob Scott Retires

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Episode 189 - Biz Apps Summit Boom and Customer Counts Zoom

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Episode 188 - John Siefert and BizApps Banter

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Episode 187 - WE MADE IT! A Decade of Discussions

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Episode 186 - SYSPRO SaaS and Band-ing Together

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Evergreen, a holding company specializing in managed IT services and software, continues its expansion with the acquisition of Solution Systems, Inc. (SSI). This latest addition to the Evergreen family strengthens the company’s ERP (Enterprise Resource Planning) offerings, particularly within the Microsoft Dynamics channel.

Through the following divisions, Evergreen acts as a private equity type company with their website indicating that they give acquired companies “a permanent home”.

Some Evergreen Subsidiaries and Their Niches* Evergreen Financial Technology Group = Financial Technologies for Credit Unions * Lyra Technology Group = Managed Service Provider (MSP) Business * Cedar Solutions Group = Government IT Services * Pine Services Group = ERP Companies

Who is Solution Systems, Inc.?Solution Systems, Inc. was founded in 1979 by brothers David and Stu Zirin. As a Microsoft Gold Partner with significant expertise in Microsoft Dynamics implementations, SSI claims to support a diverse user base of over 3000 customers. According to their website, they were even the first to implement Dynamics 365 Business Central globally. SSI supports a multitude of industries with differing needs, both in the private and government sectors.

Software Products SSI Specializes In* Microsoft Dynamics NAV * Microsoft Dynamics 365 Business Central * Microsoft Dynamics 365 Sales * Microsoft 365 * Power BI * Microsoft Azure

Evergreen’s Growing PortfolioEvergreen was founded in 2017 and already has over 85 software and services companies within its portfolio. The company distinguishes itself as a long-term partner for businesses, focused on acquiring and holding them indefinitely instead of a temporary exit strategy. This ‘forever home’ philosophy resonates with founders seeking to preserve their legacy while gaining the resources and support to drive further growth. Evergreen provides a proven roadmap for success and empowers both existing management and newly placed leaders (often MBA graduates) to drive results. The company fosters collaboration and knowledge-sharing between the exceptional teams across its entire portfolio.

A comprehensive list of recent investments is available on the Evergreen website.

The acquisition strengthens Evergreen’s position as a major provider of IT and ERP solutions, particularly for businesses utilizing Microsoft Dynamics. For those already working with SSI, the transition should be seamless with continued quality support. Companies seeking ERP services will have a wider range of options and the potential to benefit from the additional resources Evergreen provides its family of companies.

Source – Evergreen

The post Solution Systems Inc. Joins Evergreen: Microsoft Dynamics Expertise Expands appeared first on Enterprise Software Podcast.

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SAP SE’s decision to both extend CEO Christian Klein’s contract through 2028 and promote him to chairman of the Executive Board highlights the company’s trust in a leader with unparalleled longevity within the organization. Klein’s journey started in 1999 as a student, and since then, he has steadily progressed through vital roles in finance and operations.

  • Institutional Knowledge: Klein’s 25-year tenure at SAP includes serving as CFO of SAP SuccessFactors, Chief Controlling Officer, and Chief Operating Officer. This extensive history gives him unique insights and perspective as CEO.
  • Board Satisfaction: Supervisory Board Chairman Hasso Plattner praised Klein’s positive impact on SAP’s success, likely influenced by the company’s continued growth under his leadership.
  • Ambitious Transformation: Klein’s focus on making SAP the leader in enterprise applications and business AI suggests an ambitious path forward.

TLDR

Christian Klein’s long history with SAP, spanning a quarter of a century, adds weight to his contract extension. It signifies that the board has confidence in both his deep understanding of the company and his leadership capabilities. Here’s how this matters to consultants and the wider industry:

  • Continuity and Experience: Klein’s extended leadership minimizes disruption and provides seasoned guidance to ensure SAP’s cloud transformation remains on course.
  • Refinement Over Revolution: Expect prioritization of optimizing and expanding upon existing cloud solutions as Klein is intimately familiar with SAP’s current offerings.
  • AI as a Core Focus: Klein’s emphasis on AI integration means that consultants and clients should anticipate greater use of AI features across SAP products.

Source: SAP Press Release

The post SAP Extends CEO Christian Klein’s Contract into 2028 appeared first on Enterprise Software Podcast.

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In a strategic move aimed at creating a Canadian market presence, Aktion Associates, Inc., a prominent North American software reseller and IT infrastructure provider, has announced the acquisition of the Acumatica and legacy Sage practices from MNP, a leading Canadian professional services firm. This acquisition brings 500 new customers into Aktion’s portfolio, along with the MNP team members who support them, significantly bolstering Aktion’s service capabilities across eight Canadian provinces.

It’s possible this transaction marks an unwinding of the June 2019 purchase by MNP of VAR Mantralogix which at the time was said to bring over Mantrologix’s 20 person firm including owners Kerry and Jess Mann. The acquisition was described as allowing MNP to “expand(ing) its service offerings to include cloud and on-premise ERP.”

Aktion Associates has established a wholly owned Canadian entity, Aktion Associates ULC, to ensure a smooth transition and continuous service excellence for the newly acquired customers. This move is part of Aktion’s broader focus on servicing the Architectural Engineering & Construction, Distribution, and Manufacturing industries with industry-leading solutions.

Source – Aktion Associates Acquires Acumatica and Legacy Sage Practice From Canadian-based MNP

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Epicor, known for its industry-specific enterprise software, has announced the acquisition of Smart Software, a leading provider of cloud-based, AI-driven inventory planning and optimization applications. Smart Software, an existing Epicor ISV partner, enhances Epicor’s ERP solutions by integrating advanced AI capabilities across various business operations. Additionally, Smart Software is a significant provider of enterprise demand forecasting, demand planning, and inventory optimization solutions, offering analytical planning tools that deliver economic returns for users of Sage 100, Sage 300, and Sage X3.

The Smart IP&O platform features advanced probabilistic AI and machine learning models for precise forecasting and “what if” analysis capabilities. According to Smart Software’s website, it also has developed out-of-the-box connectors for not only Epicor Kinetic and Prophet 21 but also for other major ERP systems including NetSuite, Microsoft Dynamics AX, NAV, and 365 Business Central. This ensures seamless integration and broad application across various business systems. This acquisition enhances Epicor’s inventory management solutions, optimizing stock levels, minimizing manual processes, and improving customer satisfaction by ensuring products are available when needed, thus increasing loyalty and promoting better financial health. Integrated into several Epicor ERP platforms, Smart Software’s solutions empower users to make informed, strategic decisions that align with their business goals, optimizing operational efficiency and cash flow management.

Source: Epicor 5/1/2024

The post Epicor Broadens Inventory Optimization with Smart Software Purchase appeared first on Enterprise Software Podcast.

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Episode 185 - New Newsletter, Tailor-Made Tasklet, and Ed Kless is Leaving Sage

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Episode 184 - End of an Era and Embracing DUG

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Episode 183 - Acumatica Summit 2024 Recap (Part 4)

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Episode 182 - Acumatica Summit 2024 Recap (Part 3)

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Episode 181 - Acumatica Summit 2024 Recap (Part 2)

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Episode 180 - Acumatica Summit 2024 Recap (Part 1)

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Episode 179 - Heading West and Preparing for Directions NA

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Episode 178 - Peter Wolf and Copiloting the CRM Journey

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Episode 177 - Closing out 2023 and Events Chatter for 2024

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Episode 176 - ITA Fall Collaborative Recap and Revisiting the Dynavistics Studios

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Episode 175 - Recapping SuiteWorld & Community Summit

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Episode 174 - James Crowter and Getting Directions

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Episode 173 - Q4 Events and Sage Out West

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Episode 172 - John Seifert and Start Your Community Summit Engines

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Episode 171 - ITA's New President and Even a Nerd Can Be Heard

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Episode 170: Acumatica's Sanket Akerkar and New Cloud Offers

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Episode 169 - SAP in SMB and GP in DC

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Episode 168 - LBMC’s Bryan Wilton and Intracontinental Events

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Episode 167 - Epicor's Lisa Pope and Maximizing Digital Investments in Uncertain Times

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Episode 166 - CIO Summit Preview and Spring Events Launching

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https://traffic.libsyn.com/enterprisesoftwarepodcast/episode166.mp390 Minds’ Meeting of the Minds event (March)

DynamicsCon Virtual event (March)

Directions NA (April)

ITA Spring Collaborative (April)

Our 2023 #ESPodcast Events Calendar

John Siefert: LinkedIn / Twitter

2023 Digital CIO Summit

The Acceleration Economy

Community Summit NA (October)

The post Enterprise Software Podcast Episode 166 – CIO Summit Preview and Spring Events Launching appeared first on Enterprise Software Podcast.

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Episode 165 - SysPro Channel Chief and Pax8 Goes Boom

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Episode 164 - Acumatica Summit 2023 Recap (Part 3)

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Episode 163 - Acumatica Summit 2023 Recap (Part 2)

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Episode 162 - Acumatica Summit 2023 Recap (Part 1)

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Episode 161 - Directions NA and Big Tech Gets Smaller

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Episode 160 - Infor Partners and Channeling Collaboration

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Episode 159 - 2022 Events Wrap and 2023 Events Preview

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Episode 158 - Eric Newell and The Evolution of Working Smarter

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Episode 156 - Fall Events Surging and Expos Converging

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Acu-connect 2022 Acumatica 2022 R2 Roadshow DynamicsCon LIVE Sage Transform AND Community Summit NA converge on Orlando Power Platform Conference in Orlando sells out NetSuite SuiteWorld in Orlando sells out

The post Enterprise Software Podcast Episode 156 – Fall Events Surging and Expos Converging appeared first on Enterprise Software Podcast.

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Sage blog says Dynamics GP users face ‘urgent’ product transition Forrester analysis indicates enterprise software is ‘recession-proof’ Salesforce shares drop…in a software slowdown Intuit announces strong financial results Lawsuit accuses Oracle of tracking 5...

The post Enterprise Software Podcast Episode 155 – Community Summit and Recession-Proof Plummet appeared first on Enterprise Software Podcast.

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Microsoft Inspire Partner Awards 2022 Sage acquires Lockstep Avalara to be acquired by Vista Partners / NYSE: AVLR Refresh: Avalara goes public (June 2018) Darcy’s mid-September 2022 event fav: Acu-Connect 2022 w/ John...

The post Enterprise Software Podcast Episode 154 – ITA and M&A appeared first on Enterprise Software Podcast.

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Cloud Wars Expo Solve My ERP Problems Acu-Connect 2022 Community Summit NA Sage Transform Gaylord Palms Resort & Convention Center PowerGP Online Party at #SummitNA 2022 Microsoft names a new Chief Partner Officer New...

The post Enterprise Software Podcast Episode 153 – Conference Slowdowns and Orlando Showdowns appeared first on Enterprise Software Podcast.

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Scott Hebert, CEO | SYSPRO USA LinkedIn / Twitter (personal) / Twitter (corporate) / SYSPRO profile https://us.syspro.com Scott’s Top 5 ERP myths: My company is too small for an ERP An ERP should fit your existing processes ERP projects are owned...

The post Enterprise Software Podcast Episode 152 – SYSPRO CEO Scott Hebert and Dispelling ERP Myths appeared first on Enterprise Software Podcast.

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Enterprise Software Podcast Episode 151 - 90 Minds Ovation and the Great Resignation

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ITA Spring 2022 Collaborative – Denver, CO 90 Minds’ “Meeting of the Minds” 2022 – Newport Beach, CA Wayne Schulz – LinkedIn / Twitter / “Schulz Says” Newsletter Julian Schrenzel –...

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Cloud Wars Curator and 150 Episodes Later

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Episode 148 - Epicor's Steve Murphy and Make, Move, Sell

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Episode 147 - DynamicsCon Updates and Remotely Fun Data

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Episode 146 - Acumatica Summit 2022 Recap Part 2

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Guest: Scott Ehmen, VP Partner Strategy and Sales at Sage

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SPONSOR: American Payment Solutions

Disposal of Sage North American Payments Business

Sage Executives Realignment

Sapphire Now – Indirect Access: A topic that refuses to die

CRN Women of the Channel – Dawn Jaeger, Kim Austin, Liz Anderson

MSFT Partner of the Year Awards

CIMcloud by Website Pipeline

Brian Seidel - LinkedIn

Giovanni's Greenville

Jeff Roth

Pat Falle

M3 the Wolverine

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We discuss everything from digital disruption to Davos, and of course Dynamics, with Ray Wang of Constellation Research.

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Sage Summit Paris Intacct Customer and Partner Conference #IntacctSelfie Key2Act Synergy Customer Event Oracle/NetSuite deal still not sealed Sikich Acquires SCS Socius Adds Master VAR Affiliate Stan Mork LinkedIn / Twitter Information Technology Alliance (ITA)...

The post Enterprise Software Podcast Episode 53 – Fall Events wrap and ITA talk appeared first on Enterprise Software Podcast.

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Sponsor: Sage Inventory Advisor 

AbleBridge is the partner that merged with Crowe Horwath 

Columbus Acquires CSG 

Crestwood SSYH Merger 

Sage Summit Sponsors 

Diane Haines LinkedIn / Twitter 

Stephen Kelly 

Sage Summit Speakers including Manjit Minhas

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Jeremy Kingry LinkedIn

Jeremy Kingry Twitter

Microsoft Acquires LinkedIn

WPC

Microsoft MPN 2016 Partners of the Year

eBECS

PowerBI.com

PBIUG

Catches

Sam's Hudson Beach Bar

Jen Underwood Microsoft