ERP ON TAP

Struggling with the intricacies of Revenue Cycle Management and healthcare billing? We've got you covered! In this episode of ERP on Tap, Bruce Capagli, CEO of Optimed Tech, joins the show to discuss how data-driven solutions are reshaping the healthcare space. Tune in to discover how Optimed's Native SuiteApp is built directly into the NetSuite platform to help providers, payors, and device suppliers seamlessly navigate Medicaid, Medicare, and complex insurance billing. Related content from this Episode:Learn more about Unified Healthcare Billing & RCM in One Platform: https://na2.hubs.ly/H053pJM0#NetSuite #HealthcareBilling #RevenueCycleManagement #RCM #HealthTech #ERPOnTap #healthcare

In this episode of ERP on Tap, RJ Sparks, President & CEO of Trinity Solar—one of the largest residential solar companies in the U.S.—shares their ERP journey, from the pain points that made change necessary to why NetSuite rose above the alternatives.Hear his perspective on leading a rapidly growing organization, the impact after implementation, and the capabilities that matter most today.A real-world ERP conversation—no theory, just experience. If you’re evaluating ERP systems or want to understand what success looks like after go-live, this episode is a must-listen.Learn more about Trinity Solar: https://www.trinitysolar.com/#customersuccess #testimonial #netsuite #netsuiteerp #netsuitepodcast

Prefer a quick, conversational overview of the latest NetSuite release? We’ve got you covered!In this episode, our team breaks down NetSuite 2026.1, sharing standout updates, practical tips, and the features we’re most excited about. We had a blast recording this episode — stay tuned until the end for fun bloopers and behind-the-scenes moments!Links mentioned in this episode:• NetSuite 2026.1 Release Webinar - Deep Dive: https://www.youtube.com/watch?v=NDK2ec80jPM• RightInsight AI - Extend NetSuite even further with AI: https://na2.hubs.ly/H03YnMB0• On-Demand NetSuite Support: https://na2.hubs.ly/H03YnMH0

In this episode of ERP ON TAP, we check in with Protelo consultant Iqra live from Acumatica Summit. She breaks down the biggest announcements, new product features, and the trends shaping the future of the Acumatica platform. Whether you’re considering Acumatica or already using it, this recap delivers actionable insights from the Summit floor.What announcement are you most excited about? #AcumaticaSummit #Acumatica #AcumaticaERP #AcumaticaPartner #AcumaticaPodcast

NetSuite and Acumatica are both incredible ERP systems, and both are leading the pack. But does one have advantages over the other? Join us in this episode as one of our NetSuite consultants goes head-to-head with one of our Acumatica consultants, on which one is better for you.#acumatica #netsuite #comparison #ERPcomparison #acumaticavsnetsuite

In this episode, we look ahead at how AI is reshaping ERP—and what you can expect from platforms like NetSuite and Acumatica. Plus, we reveal a brand-new AI tool we’ve developed that brings intelligent automation to the next level. If you're curious about the future of ERP, this one’s for you.Resources Mentioned in This Episode:Try RightInsight AI for NetSuite Today: https://na2.hubs.ly/H021Ry30Register for our upcoming RightInsight AI Demo & Webinar: https://na2.hubs.ly/H021RHS0AI Sources Eddie Trusts:https://youtu.be/5KVDDfAkRgchttps://m.youtube.com/watch?v=emHCav2pxLA#ai #netsuiteai #acumatica #netsuite #artificialintelligence #artificialintelligencetechnology #aiforbusiness

In this episode, Jonathan connects with Protelo’s own Lynnette Souza, live from Las Vegas, getting the inside scoop on NetSuite’s highly anticipated 2025 SuiteWorld event, where 8,000 people gathered in Vegas to hear the newest AI innovations, customer success stories, and business growth strategies.We want to hear from you! What are your favorite takeaways from SuiteWorld this year? Comment below!#SuiteWorld2025 #NetSuite #NetSuiteAI #NetSuiteNext #AskOracle #CloudERP #BusinessGrowth

In this episode, seasoned Acumatica expert Iqra Harrison breaks down the 2025 R2 release — what’s new, what’s worth your time, and which updates could truly make a difference for your business. See what is truly useful and exciting, including updates designed to save you time and money.We want to hear from you! Jump in the comments! What is your favorite R2 update so far?Links mentioned in this episode:• Acumatica 2025 R2 Release Notes: https://na2.hubs.ly/H01srQF0• Get a Free Custom Acumatica Demo: https://na2.hubs.ly/H01stq80Chapters:00:00 Intro00:29 All about this Episode2:10 Welcome Iqra & Reactions to R2 Updates9:37 Payroll Highlights - Multiple EINs in One Tenant12:29 Intercompany Transactions13:00 Intercompany Enhancements15:44 Time Card Update - Flexible Week Selection16:27 New Clock-In / Clock-Out Feature18:57 New Project WIP Adjustments - GAAP Compliance#Acumatica2025R2 #AcumaticaERP #erpexperts #Acumatica #AcumaticaPodcast

In this episode, Protelo’s NetSuite Solution Consultant, CJ Lemerise breaks down NetSuite’s 2025.2 release, giving an extremely helpful peek at what matters most and the updates you’ll actually want to use.Chapters:00:00 Intro00:27 NetSuite 2025.2 Update Walkthrough04:14 CJ Lemerise Introduction08:15 Near Match Duplicate Detection10:55 NetSuite Service Tier Dashboard14:43 Dedicated Project Manager Role16:52 Customer 36021:12 Copy to Account EnhancementsWe'd love to hear from you! What are you looking forward to most from the list of 2025.2 updates?Links mentioned in this episode:• https://youtu.be/1N1_lpoQOKg• https://youtu.be/ltN51Hdk-oE• Fast, Reliable NetSuite Support: https://hubs.ly/Q03JXrJL0• How to Prepare for the 2025.2 Release: https://hubs.ly/Q03JXsYc0#NetSuite #NetSuite2025 #NetSuiteRelease #NetSuiteUpdates #ERPpodcast #ERPonTAP

Getting started with NetSuite can feel overwhelming—but it doesn’t have to be. In this episode, seasoned consultant Kurt Delap shares five NetSuite tools that simplify daily tasks, improve accuracy, and save serious time. He’s spent over a dozen years in the trenches helping NetSuite users just like you—don’t miss these tried-and-true tips. Drop a comment with your go-to NetSuite tool! We’d love to hear from you!Links mentioned in this episode:2025 NetSuite AI WebinarRightInsight AI OverviewNetSuite On-Demand Support#NetSuiteTips #NetSuiteAI #NetSuitePartner #NetSuitePodcast

In this episode, Acumatica Senior Vice President Sean Chatterjee pulls back the curtain on the company’s standout culture—where collaboration, respect, and purpose aren’t just values, but daily practice. While Acumatica’s technology continues to impress, it’s their people-first mindset that truly sets them apart. Sean gives us a peek how their internal culture naturally extends to powerful partnerships and customer relationships.What values matter most to you in a business partner? What does great company culture mean to you?Drop your thoughts in the comments—we’re listening!  

Why NetSuite and Acumatica? Protelo’s President, Tom Victor, gives the inside scoop on how those two platforms measure up—no fluff, just real insights. Tune in for expert takes you won’t find anywhere else!Like, subscribe, or drop a comment about your favorite ERP systems!

In this episode we uncover some of the most overlooked, serendipitous (yes, we just used that word) functionality NetSuite provides—powerful features that often go unnoticed! Our guest, a seasoned NetSuite Senior Solution Consultant from Protelo, takes us behind the scenes to explore some of the most underutilized tools and functionalities NetSuite includes in most of their solutions.Like, subscribe, or drop a comment sharing your favorite hidden gem in NetSuite—whether it’s a feature you swear by or one you just discovered!If you enjoyed Travis and his insight, you can catch his latest NetSuite tips webinar on SuiteBilling here: https://youtu.be/R7VK00LYFfc

Whether you're a general contractor, a specialty contractor, or working in commercial or residential construction—these three tools are game-changers. Even if you're in a completely different industry but rely on project-based work, these must-have tools will revolutionize efficiency in your business. Special Guest: Diane Grayson, Senior Account Manager at Protelo. Diane has consulted for hundreds of businesses and implemented ERP systems for over 100 companies in the construction industry.Join our Upcoming Construction Webinar on 4/29 @ 11am PSTUnlock Profitability & Control: Acumatica ERP for the Modern Construction Business | Register here: https://hubs.ly/Q03hGg8B0

In our first episode, hosts Jonathan and Iqra discuss the inventory challenges product-based companies face, from rising costs to supply chain disruptions. They share tools and strategies to help manage inventory effectively and improve planning.Join them and their expert guests as they dive into practical insights for overcoming these common business hurdles.Interested in learning more? Don’t miss our upcoming webinar: 'ERP for Product-Based Companies: Streamlining Operations & Managing Disruptions' on March 25th at 11 PM PST. Register here.Subscribe to get updates on future episodes packed with insights from industry experts. If you enjoyed this podcast and would like to meet with one of our ERP consultants, we'd love to help. Feel free to reach out to us anytime here.