The ERP Advisor

First, Procore Technologies, Inc. announced financial results for the third quarter ended September 30, 2026. Then, Oracle announced Oracle Financial Services Data Intelligence Treasury Analytics and Oracle Financial Services Data Intelligence Customer Analytics. In related news, Planful Inc. announced AI Thinking Mode, a new reasoning capability embedded within Planful AI Analyst Assistant, purpose-built for finance. Finally, ECI Software Solutions, Inc. has acquired Sierra Data Systems, a provider of construction and logistics software that connects back-office and field operations.

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To kick off the week, SAP announced its financial results for the third quarter of 2026. Then, Blackbaud announced financial results for its third quarter ended September 30, 2026. In other news, Salesforce announced it has signed a definitive agreement to acquire Cresta, the voice-first operating system for customer experience. Finally, NetSuite took center stage in Las Vegas, Nevada for its annual SuiteWorld conference, with the promise that ERP as we know it has changed forever.

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Your ERP is the heart of your business. It stores all your sensitive data in a single location, streamlining data access and improving decision-making. But that centralization also makes your data highly susceptible to cyberattacks and malicious actors. The rise of AI has not only made cybercriminals more resourceful but has also increased the threats from within. And as enterprise AI becomes more mainstream, internal controls will become more important than ever before. Join James McQuiggan, cybersecurity expert and Founder & Advisory CISO of Apparent Security, to learn how organizations can put safeguards in place to protect accuracy, prevent fraud...

To begin the week, NetSuite announced the availability of NetSuite QuickStart, a free AI-first financial platform built for early-stage technology startups. In other news, Workday announced its Trusted Agent Platform is now headless, enabling customers to build, run, and govern lawful AI agents across HR and finance with the development tools and models they choose. Finally, IFS launched IFS Intelligence, a new product that collates data from across your industrial operation -  from assets, systems, processes - and turns it into meaningful action in minutes, creating value through new revenue streams and impactful operational efficiencies.

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To kick off the week, Salesforce announced it has signed a definitive agreement to acquire Loops, an AI-powered analytics platform that continuously monitors business performance, explains why key metrics change, and surfaces opportunities to improve by leveraging machine learning models. In other news, Qlik announced it has achieved the AWS Data Competency in the Relational Database category recognizing Qlik’s demonstrated expertise delivering unified data architectures on Amazon Web Services (AWS), helping organizations build the data foundation that power modern analytics and AI workloads. Finally, UKG announced the addition of Cash App to the UKG Frontline Worker Network, expanding th...

First, Acumatica announced the general availability of 2026 R2, the latest release of its cloud ERP platform for mid-market businesses. Then, Infor unveiled its Infor Industry AI architecture and the next evolution of Infor Velocity Suite, which includes personalized adaptive user experiences, new governance models across customers’ entire enterprise, and more Industry AI agents. In other news, SAP and TechWolf announced they have entered into an agreement for SAP to acquire TechWolf, provider of a leading AI work intelligence platform. Then, Sage announced it has acquired Paperless Environments, a long-standing Sage partner and specialist provider of technology for accounts payable au...

The software landscape is changing, and as technology evolves, so do the pricing models and negotiating power customers have when entering a new contract with a vendor. And, as if software contract negotiations weren’t already hard enough, Artificial Intelligence adds yet another complex layer with usage and platform considerations. In the modern age of technology, how do businesses get the best deal on their software contracts?

Join the enterprise software experts at ERP Advisors Group when they divulge the industry’s best-kept secrets to getting the most out of your software contract now and for many year...

First, Workday announced Workday Total Benefits, a new AI solution designed to bring everything connected to an employee’s benefits into one experience. In other news, Salesforce announced it has signed a definitive agreement to acquire Listen Labs, an AI-powered customer research and human simulation platform. Finally, BILL and Blackbaud announced a new strategic partnership to simplify the accounts payable process for nonprofit and education finance teams.

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Oracle Health today announced new AI capabilities across its revenue cycle management portfolio that are planned to be released in the coming months. CMiC announced significant upgrades to NEXUS, its AI-powered construction ERP platform. The Epicor Channel Partner Program continues to expand across Australia and New Zealand, with the addition of Conveyance Solutions.

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AI is transforming the way businesses operate and, consequently, the software they use to run their companies. However, many companies are spinning their wheels right now as they wrestle with difficult questions such as: how can we determine which AI solutions are actually worth our investment? Should we still be thinking in terms of traditional ERP architecture? And what role does our vendor play in offering a long-term, cohesive strategy joining AI and ERP? 

Join us for this exclusive event where Independent Software Advisor and Industry Expert, Shawn Windle, will answer these questions and discuss how to d...

In this episode of Leaders in ERP, Shawn Windle sits down with Megan Gwartney, VP Industry Strategy & Solutions at Infor, to discuss the types of AI solutions on the market and how businesses can approach adoption based on their goals. Gwartney shares real-world customer examples of how multiple AI agents can work together across functions like customer service, finance, analytics, and workforce management to improve efficiency. The conversation also explores the importance of data maturity, governance, permissions, and human oversight when putting agentic AI into practice.

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First, Qlik announced expanded availability of its Model Context Protocol (MCP) server across Amazon Web Services (AWS) and Databricks, making it easier for customers to connect assistants and agents to Qlik’s governed data, analytics context, and transformation capabilities in the tools they already use. Then, Salesforce is launching new Core, Advanced, and Max editions for Agentforce Sales, Agentforce Service, and Agentforce Industries, bringing together the AI, security, analytics, collaboration, and support businesses need to start and scale their agentic transformation into a single purchase. In other news, OneStream announced that SensibleAI Forecast and SensibleAI Studio have been added to...

First, Salesforce announced results for its second quarter fiscal 2027 ended July 31st, 2026. Then, Workday announced results for the fiscal 2027 second quarter ended July 31, 2026. In other news, Sage announced the latest update to Sage Intacct, introducing new AI-powered financial controls, connected reporting capabilities, and industry-specific innovations that help finance teams work more efficiently while maintaining greater confidence and control. Finally, UKG announced its latest Quarterly Platform Innovation release, introducing new AI capabilities to help HR leaders turn workforce intelligence into action across the frontline.

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Rootstock announced its Summer ’26 Release. Building on previous AI development, two new Rootstock AI agents enter active pilot with select customers. Sage announced it has acquired Bangert, a long-standing Sage partner and specialist in AI-enabled implementation and onboarding for construction financial management. Finally, ECI launched the integration of EvolutionX, its AI-powered e-commerce platform, with GlobalEdge, its ERP system for commercial field service organizations.

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Epicor kicked off the week with big news, announcing that Vaibhav Vohra will become Chief Executive Officer effective October 1st, 2026. In other news, Procore announced the general availability of Asset Register, a new tool within Procore Asset Management that helps contractors replace weeks of project handoff work with a continuous digital handover process. Finally, Oracle announced the general availability of Oracle Exadata Database Service on Exacale Infrastructure on Oracle AI Database@AWS, bringing Exadata-class performance and pay-per-use economics to Oracle AI Database Oracle AI Database workloads of any scale.

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A new ERP will transform the day-to-day jobs of your people. But it is unrealistic to include every single team member at your organization in every step of such a complex process. How can you navigate so many differing opinions in such an important initiative? With so much weight on the shoulders of those leading the effort, how do you make the right decision for who gets a say and who doesn’t? On this episode of The ERP Advisor, ERP selection expert, Quentin DeWitt breaks down how organizations should fill their ERP selection project team, and how to st...

Acumatica started the week with big news announcing the opening of its Global Capability Center (GCC) in Hyderabad, India. Finally, Sage announced results for the nine months ended June 30th, 2026.

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In this episode of Leaders in ERP, Shawn Windle sits down with Kevin Miller, CTO of IFS, to discuss how AI is reshaping enterprise software for industries like aerospace & defense, manufacturing, and utilities. 

Miller shares real-world AI examples while arguing that AI will evolve ERP, not replace it. The conversation explores data governance, industry expertise, AI data risks, headless ERP, agentic platforms, and evolving licensing models.

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Everest has reached the summit and entered its next chapter as Lensing. Inspired by the forces that bring things into focus, the new name reflects Lensing’s mission to bring clarity to the complex challenges businesses face with ERP.

In this episode of our Leaders in ERP series, Shawn Windle talks with Sandeep Chopra, Co-Founder & Co-CEO of Lensing, to explore the evolution of ERP in the age of AI. They discuss what makes an AI-native ERP different, how AI can help businesses become more adaptable and efficient, and how Lensing is rethinking ERP to help organizations navigate co...

First, Procore announced financial results for the second quarter ended June 30, 2026. Then, IFS delivered 25% year-over-year ARR growth in H1 2026, with Cloud Revenue increasing 24% year-over-year. Finally, Blackbaud announced financial results for its second quarter ended June 30, 2026. To round out the week, ECI acquired Prima Business Control Software, a provider of ERP and ecommerce solutions tailored for the business supplies industry.

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To start the week, SAP announced its financial results for the second quarter and half year 2026. In other news, Workday announced that Workday Adaptive Planning has achieved FedRAMP Authorization at the Moderate Impact Level. Then, Procore announced three new Digital Coworker packages that make it easier for construction organizations to adopt and scale AI. Finally, Unit4 announced Data Hub, a managed, high-volume extraction layer built into Unit4 ERPx.

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Choosing an ERP system is one of the most stressful decisions a finance or IT executive will have to make in their entire careers. It has a high failure rate so getting it wrong can cause unexpected damages and costs. Luckily, learning from others’ mistakes can save a lot of time, headaches, and expense by getting it right the first time.

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Oracle today announced a new AI-native builder experience for Oracle AI Agent Studio for Fusion Applications to enable customers and partners to create and run Fusion Agentic Applications natively within Oracle Fusion Cloud Applications. Related, as part of NetSuite release 2026.2, NetSuite is beginning the North America rollout of NetSuite Next, the next generation of NetSuite with AI built into its core. NetSuite Next introduces Ask Oracle, our conversational AI assistant, as the foundational AI capability at the core of the experience.

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The begin the week, Acumatica announced the acquisition of Vertrax, a longtime Acumatica partner and trusted provider of cloud-native software solutions for the fuel and energy distribution industry. Finally, Unit4 announced that new and existing Unit4 ERP customers can trial its AI capabilities built for their service-centric industries, commitment-free, if they register before December 2026.

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In the new age of AI-empowered ERP, the industry’s greatest minds are developing the next evolution of solutions meant to transform the user experience and business productivity. In this episode of Leaders in ERP, software industry pioneer Evan Goldberg provides invaluable insights into the future of ERP, including the groundbreaking release of NetSuite Next.

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First, Salesforce announced plans to invest $1 billion in Switzerland over the next five years to accelerate the countries agentic AI transformation. To round out the week, Qlik announced the general availability of new agentic data engineering capabilities across Qlik Cloud, moving the capabilities introduced at Qlik Connect 2026 into production for customers.

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First, Sage announced the latest enhancements to Sage X3, designed to help manufacturers and distributors make faster, more confident decisions through AI and operational intelligence. Related, Oracle announced four new Fusion Agentic Applications that will help organizations improve supply chain performance by increasing inventory visibility, reducing supplier and operational impact, and improving manufacturing efficiency. Finally, Deltek announced new services proposal pricing capabilities in Deltek ProPricer, the government proposal pricing software that helps contractors build, price, and submit audit-ready, CAS/FAR-compliant proposals efficiently and accurately.

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When you purchase something as expensive as an ERP, you should be able to take full advantage of its capabilities. In many cases, businesses do not get the most out of their solution! Whether you are unsure how to develop a phased approach for optimization post ERP implementation or simply don’t have the system configured to meet your needs, you are losing value by failing to continuously develop and maintain your ERP. Quentin DeWitt, ERP implementation expert, discusses the key to getting the most of your existing ERP and taking advantage of new capabilities for your business.

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To begin the week, Epicor has expanded its AI-driven ERP strategy in the UK and select European markets with the general availability of Epicor Prism, a portfolio of vertical AI agents designed specifically for the supply chain industries. In other news, Procore announced new portfolio management and capital planning capabilities designed to transform the way owners manage capital projects through consolidated visibility and control across the entire portfolio. Finally, Aptean announced the acquisition of ROTOR Software GmbH, a provider of dealer management solutions for the motorists, agricultural, and construction machinery industry in the DACH market, headquartered in St. Ingbert...

Oracle began the week with another record quarter with strong revenue growth across its Cloud Infrastructure and Cloud Applications businesses for Q4 and fiscal full year 2026. In other news, Salesforce announced it has signed a definitive agreement to acquire Fin, formerly Intercom, an industry-leading customer agent company.  Finally, Blackbaud announced a new Chart of Accounts Health Advisor coming to Blackbaud Financial Edge NXT to help nonprofit finance teams gain greater clarity, consistency, and confidence in their financial data with an always-on, intelligent view in the health of their chart of accounts.  

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On this episode of our "Leaders in ERP Series", Shawn Windle, Founder and Managing Principal at ERP Advisors Group, speaks with Jeff Weiss, Chief Revenue Officer at CMiC. Windle and Weiss discuss the trajectory of the construction industry, the growing impact of AI, and the evolution of modern construction ERP solutions.

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ERP implementations are often the most difficult part of a business leader’s careers. Successfully navigating an ERP go-live is challenging and managing all the moving pieces associated with an ERP implementation can lead to disruption and frustration across the entire organization. So how can businesses approach an ERP implementation successfully? On this episode of The ERP Advisor, Quentin DeWitt, Principal of Consulting, will breakdown the best practices for ERP implementation and how you can achieve your ERP goals.

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First, Workday announced Agent Passport, which tests and verifies every AI agent, Workday-built and third-party, before it goes into production, and continuously monitors it after. Then, UKG announced Quarterly Platform Innovations to help organizations move from workforce insights to workforce action. Finally, OneStream at its OneStream World Tour announced the launch of its new Snowflake connector as an addition to the OneStream Connection Center framework. 

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In the age of information and technology, business rely heavily on the best insights into their data.  Harnessing this information is the first step to driving down costs and increasing profitability. But how do you know which tools can really help you? While some ERP vendors have compatible Business Intelligence (BI) and analytics tools included in their technology stack, there are MANY third-party BI applications that could better fulfill your needs. 

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To start the week, Salesforce announced results for its first quarter fiscal 2027 ended April 30, 2026. In other news, Workday and Google Cloud announced an expanded strategic partnership to bring AI agents for HR and finance closer to the people who need them, directly inside the applications they use every day. Building on connectivity related news, Procore announced the launch of its connected Common Data Environment (CDE). Finally, AvidXchange announced the launch of embedded AP payment automation within Acumatica, powered by AvidXchange’s Accounts Payable as a Service solution.

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First, Workday announced results for the fiscal quarter ended April 30, 2026. Then, Sage announced financial results for the six months to March 31, 2026. In other news, Procore announced an expanded Procore AI experience, introducing a new suite of AI agents powered by embedded Datagrid Intelligence and built directly into Procore. Finally, ECI announced the launch of AI Assist for Davisware GlobalEdge all-in-one field service management system.

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In ERP news this week, Epicor held their annual conference, Epicor Insights, in Nashville, Tennessee. In other major industry announcements, SAP introduced the Autonomous Enterprise to help enhance the world’s most critical business workflows, so that humans and AI work together to meet global business demands. Next, Workday announced that the Sana Self-Service Agent is now available in Microsoft 365 Copilot. Finally, in further AI news, OneStream announced at the OneStream Splash User Conference the general availability of SensibleAI™ Agents, pre-built agents that operate natively on the OneStream platform and are integrated into Microsoft Office 356 suite, for reporting, financial anal...

Procore began the week by announcing financial results for the first quarter ended March 31st, 2026. Then, NetSuite announced a series of innovations designed to help organizations in Mexico increase efficiency and accelerate growth. In other news, Rootstock Software introduced Rootstock Ready, a curated ERP solution and implementation model built to help midmarket manufacturers and distributors achieve desired business outcomes faster. Finally, Tech Mahindra and UKG announced a partnership to help global enterprises, particularly small and mid-market organizations in North America across sectors such as IT, retail manufacturing, and services, boost productivity, efficiency, and workforce agility.

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The ERP renaissance will be defined by industry leaders who seek to revolutionize the next era of technology. As AI evolves from retrieval to action, business must take action to truly realize long-term enterprise value and avoid falling behind the competition. Join Indy Bains, Vice President of Global Industry and Vertical Solution Marketing at Workday, and Shawn Windle, Founder and Managing Principal of ERP Advisors Group, to discuss software industry trends, the trajectory of AI, and what businesses should be doing RIGHT NOW to leverage the new era of software.

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First, Microsoft and Blackbaud announced their respective financial results for their quarters ended March 31st, 2026, SAP acquired Dremio, an open, high-performance data lakehouse platform, Sage announced the expansion of its strategic relationship with Amazon Web Services (AWS), and Planful announced the general availability of Planful AI Planner Assistant.

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