Sage Partner - Chuck Peddy on the impact of AI on ERP implementations
In this episode Ed Kless interviews Chuck Peddy, VP of 90 Minds and Senior Consultant at Smartbridge, live from Palm Springs. Chuck discusses his drive to improve people's lives through efficiency and delves into AI's significant impact on various industries, including its rapid integration into ERP systems like Sage Intact. He humorously acknowledges AI's growing role in daily life and speculates on its future applications. The conversation also explores the robustness of Sage 100 and its cloud adaptability. Chuck highlights George Washington as a personal hero, emphasizing the importance of political decorum. This episode offers a thoughtful examination of AI's evolving influence on business and personal values.
14 Mar 20246min
Sage Partner - Cody Manning on how AP Automation Improves Lives
In the podcast, Cody Manning discusses his professional journey and current role as the Chief Sales Officer. He shares his passion for helping individuals reach their full potential and highlights the potential for extreme efficiencies in AP automation. Cody also discusses a project with a small customer, illustrating how automation can improve work-life balance. He then shares his personal experience with implementing new business strategies, which has led to more efficient contract negotiations and bill payments. Finally, Cody talks about his father, who he considers his hero, and offers contact information for those interested in reaching out. Cody Manning is the Chief Sales Officer of Yooz. He attended New Mexico State University and Collin County Community College before joining the Symantec and McAfee inside sales departments. Cody joined Yooz in 2020 as VP of Sales – North America and in 2022 was promoted to Chief Sales Officer for North American sales with plans to expand into Latin America.
13 Mar 20249min
Sage Partner - Meg Higgins on the growing complexity of sales tax compliance
Meg Higgins discussed the challenges small businesses face in navigating technology, with Meg emphasizing the need for assistance. Meg shared her experience in business development and strategy. The conversation shifted to Meg's admiration for Ray Dalio, a hedge fund investor and author, and the increasing complexity of tax compliance for businesses due to their digital and global expansion. Meg highlighted the need for digital tax management and the benefits of technology solutions. Meg is the Senior VP of Global Partners at Avalara and leads their global partner organization, which focuses on growing the company’s channel business and delivering a best-in-class partner experience. She previously served as Vice President of Global Partner Business Development and Strategy as well as Vice President and General Manager for the company’s ecommerce and marketplace business unit. Prior industry experience includes leading client and partner management and business development, as well as cofounding the global ecommerce business unit at Pitney Bowes.
7 Mar 202410min
Sage Colleague - Anthony Sanchez on the Tax Relief for American Families and Workers Act of 2024
Anthony Sanchez, a seasoned software industry professional, shared his passion for his work and the satisfaction he gets from making people's lives easier through the solutions he helps develop. He discussed the Tax Relief for American Families and Workers Act of 2024, highlighting a key provision favorable to businesses, and the potential challenges in the Senate. Anthony also mentioned that he can be contacted at anthony.sanchez@sage.com or on Twitter. Anthony Sanchez has been working in the Software industry for almost 30 years and has worked on many different software applications. He did his undergraduate work at U.C. Santa Barbara and his Post Graduate studies at the University of Dallas. With deep experience in both desktop and cloud solutions, Anthony has worked on Tax, Accounting, and payment solutions with Intuit, Wolters Kluwer, and JP Morgan Chase. He is presently the Product Manager for Sage Fixed Assets.
6 Mar 20249min
Thought Leader - Apryl Syed on the use of personas in marketing
Apryl discussed her experiences and strategies in marketing and customer relations. Apryl shared her career journey and her current focus on helping businesses grow. She also talked about the use of marketing personas, with Apryl emphasizing the importance of regularly updating and utilizing these personas to better understand and connect with customers. With a diverse background spanning leadership roles at Sage, Blytheco, and Bloomreach, Apryl Syed has honed her expertise in driving success across technology, marketing, and sales domains. Now in her own consulting practice, her team specializes in landing page conversion optimization, driving revenue generation for businesses. From crafting compelling funnels to boosting sales and ensuring customer success, they help organizations create and execute winning strategies. We will be offering a free landing page funnel review. You can select the landing page and book an appointment for a review. www.conversionsg.com/sage
5 Mar 20248min
Sage Colleague - Ann Donie on generative AI in fixed asset management
Ann Donie explored the potential of their product to enhance customer productivity and offer advice on best practices. They also discussed anonymizing customer data and implementing appropriate security measures to improve the product. Ed suggested the product could suggest trade methods based on asset descriptions, which Ann agreed to, noting the potential for error-checking and data consistency. Ann shared her experiences with entrepreneurship and her inspiration from her father's small business. Ann Donie's career trajectory from CPA to financial software development professional at Sage has been driven by a commitment to enhancing fixed asset management solutions. With a background spanning domain compliance, product design, and quality assurance, Ann currently serves as the Product Owner and Engineering Manager for Sage Fixed Assets. Her focus on incremental improvements has been instrumental in optimizing workflows for accounting professionals, enabling them to better manage their assets with less effort. Ann is enthusiastic about the potential of generative AI in the latest release of Sage Fixed Asset's suite of solutions. Sage Fixed Assets Ally demo on YouTube: Sage Fixed Assets Ally (youtube.com) It is about 6 minutes long. Home page for Sage Fixed Assets on Sage.com: Sage Fixed Assets Management Software | Sage US
29 Feb 20248min
Thought Leader - Hitendra Patil on a fresh look at the accounting firm business model
Hitendra Patil discussed the evolving role of accounting firms, emphasizing the shift from output to outcome. He highlighted the challenges of defining and demonstrating this difference to clients. Hitendra also noted changes in the business model of accounting firms, with a decrease in hourly fees and an increase in fixed fees. He suggested that accounting firms need to adapt to provide more than just numerical data to clients. Furthermore, he mentioned the impact of the pandemic and global economic challenges on clients' attitudes towards spending. Finally, he shared his personal hero, his father, and discussed his contact details. Hitendra R. Patil is the President of the Global Finance and Accounting Outsourcing Services of Datamatics Business Solutions, a strategic business of the Datamatics Group. Hitendra’s new book, “Rise of The AiCCOUNTANTS™: The What, Why, and How of Artificial Intelligence for Accountants,” has been bought by accountants from nine countries across four continents. For an exclusive special offer only for Sage Advice Podcast listeners, click on this link -> Ed Sent Me. In the web form, please mention the words ED SENT ME.
27 Feb 202411min
Sage Partner - Inder Seth on the changing conversation of ERP customers
Inder Seth, the CEO of Limelight Software, discussed her journey in the tech industry. Inder shared her passion for problem-solving, innovation, and collaboration. She also explained how her company's automation software has transformed the way finance teams operate. Inder mentioned that her son, who has special needs, is her hero due to his selflessness, hard work, and pure nature. Inder Seth, CEO of Limelight Software, isn't just a leader - she's a visionary. Her decades of experience at Dell, IBM, and Clarity Systems shaped her sharp business acumen and honed her ability to innovate, navigate markets, and find new opportunities. Today, she drives Limelight's vision for empowering businesses with transformative financial solutions. Inder's passion for customer success, product excellence, and collaboration inspires her team to push boundaries and make a lasting impact.
26 Feb 20247min
