Enterprise Resource Planning (ERP) is a type of software that helps businesses manage and automate core functions through a centralized system. These functions typically include finance, accounting, procurement, inventory, human resources, and customer service. By unifying data across departments, ERP systems improve efficiency, provide real-time insights, strengthen internal controls, and support informed decision-making throughout the…
The traditional trade association’s “back office” used to be a quiet, functional, disconnected, and perpetually three weeks behind. In modern associations, that disconnect is no longer just an inconvenience; it is a strategic liability. As member expectations shift toward Amazon-grade digital experiences and Boards demand real-time transparency, the old way of doing business is collapsing under…
Trade and professional member organizations face a dangerous blind spot by allowing data to remain fragmented across membership, events, and finance. Without real-time visibility into revenue, cash flow, and program performance, leadership is forced to make high-stakes decisions based on weeks-old spreadsheets. Achieving true association financial transparency requires more than basic bookkeeping. It requires a unified…
When you hear “Velosio,” you might think ERP, Dynamics 365, or Microsoft partner — and you’d be right. But as CEO Robbie Morrison explains in his recent appearance on the Modern CTO Podcast, that’s only the beginning of the story. At the highest level, Velosio enables technology to impact our clients’ businesses. That sounds simple,…
Even experienced NetSuite users may not realize how much untapped potential exists within their current systems. For distributors and manufacturers, operational challenges such as complex quoting, inventory management, and workflow inefficiencies can limit growth and slow decision-making. RED ONE, powered by NetSuite, is designed to address these challenges and help businesses unlock hidden value. Identifying…
Background With an extensive 20,000 square foot retail store and a sprawling 100,000 square foot warehouse facility, Restaurant Equipment Market (REM) is the largest retail store for restaurant equipment and supplies in the Southeastern US. Its comprehensive range of products includes kitchen essentials, refrigeration, furniture, and ventilation. Since 1992, the REM team has been passionate about…
Background Wanting to serve beer at his company’s trade show booth to promote Tazlab’s new travel silicone AquaFur Dog Bowl, Rick Fredland discovered an incredible hole in the drinkware market. The simple, durable, and versatile silicone material, he thought, could make a perfect pint “glass” marketing piece, if he could customize it. Silipint, which holds…
Choosing the right enterprise resource planning (ERP) system isn’t just about ticking boxes on a feature list — it’s about finding a system that fits your business goals, industry, and growth strategy. With so many options on the market, it can be tough to cut through the noise and understand how each platform truly compares.…
AI isn’t just for IT or data science teams anymore — it’s becoming an essential tool for finance leaders who want to improve accuracy, increase efficiency, and deliver strategic insight at scale. But where do you start? If you’re exploring how to apply AI and automation in your finance function, these seven essential steps will…
CFOs are stepping into a powerful new role — not just as financial stewards, but as drivers of AI and digital transformation across the enterprise. With direct access to operational and financial data, a mandate to drive efficiency and control, and increasing pressure to guide strategic growth, finance leaders are in the best position to…
