WBSRocks: Scaling Growth with AI, Enterprise Software, and Digital Transformation

WBSP925: Scale Growth by Learning from Seeing Epicor Kinetic ERP in Action, an Objective Panel Review

• The Robies • Episode 925

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0:00 | 39:53

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Custom, engineer-to-order (ETO), and project-based manufacturers face unique operational challenges as they balance complex engineering requirements, changing customer specifications, production schedules, and project profitability. Unlike traditional repetitive manufacturing environments, these organizations often manage highly customized products, evolving bills of materials, long production cycles, and significant coordination across engineering, procurement, manufacturing, and finance. However, many still rely on disconnected applications, spreadsheets, and manual processes that limit real-time visibility and create operational inefficiencies. As engineering changes become more frequent, coordinating material requirements, production capacity, project schedules, and costs becomes increasingly difficult. Without integrated processes and systems, organizations struggle to maintain accurate project estimates, control cost overruns, track work in progress, and deliver projects on time. Addressing these challenges requires an ERP strategy that connects engineering, manufacturing, project management, and financial operations while providing the flexibility needed to support complex, project-driven business models.

In this episode, Sam Gupta from ElevatIQ is joined by Ray Buchan and 
Neil Henson from Epicor Software, Jeff Dumart and Allie Vignault from Grant Synergy where they provide an overview into Epicor Kinetic ERP.

Video: https://www.elevatiq.com/events-and-webinars/see-epicor-kinetic-erp-in-action-and-funding-opportunities-for-manufacturers/

Questions for Panelists?
🔗Sam Gupta: linkedin.com/in/samguptausa/
🔗Ray Buchan: https://www.linkedin.com/in/ray-buchan-a0ba9913/
🔗Neil Henson: https://www.linkedin.com/in/neil-henson-b9021076/
🔗Jeff Dumart: https://www.linkedin.com/in/jeffdumart/
🔗Allie Vignault: https://www.linkedin.com/in/allie-vignault-0b6405197/

Background Soundtrack: Away From You – Mauro Somm

For more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform.