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Data-Driven Growth for Manufacturers 📊 | Jarrod Adam

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Manage episode 522505251 series 1076311
Content provided by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jarrod Adam is Head of Production & Distribution at The Access Group

Explore how Unleashed helps small businesses thrive through AI-driven inventory management, smarter tools, and actionable data that streamline operations and empower strategic growth.

Summary

Today I’m speaking with Jarrod Adam, Head of Production & Distribution at The Access Group. In this episode, we talk about . . . how Unleashed empowers small businesses with actionable data, AI-powered tools, and integrated inventory solutions.

  • Introduction to Jarrod Adams and his background in product management
  • The story behind Unleashed and its acquisition by The Access Group
  • Overview of the inventory and warehouse management landscape for SMBs
  • Unleashed’s value proposition for small businesses and advisors
  • When and why to move from basic inventory in GL systems to dedicated inventory tools
  • Implementation approach and onboarding process at Unleashed
  • Unleashed’s ecosystem: integrations with Xero, QuickBooks, Shopify, Amazon & more
  • Evolving supply chain issues post-COVID and solutions like Advanced Inventory Manager (AIM)
  • AI in Unleashed: Evo copilot, AI feed, and intelligent agents
  • Partner Portal for accountants and bookkeepers – real-time client access
  • Use of operational data for advisory services
  • The Unleashed Manufacturing Health Index – valuable for advisory insights
  • Discussion around the manufacturing “haves and have-nots”
  • Closing thoughts on simplicity, design, and real value from software
🧰 Apps & Tools Mentioned:

Unleashed, Xero, QuickBooks, Shopify, WooCommerce, Amazon, Access Evo, Advanced Inventory Manager

⏱️ YouTube Timestamped Chapters

00:00 – Welcome & Guest Intro: Meet Jarrod Adams from Unleashed.
01:58 – From Tigerland to Tech: A playful rugby-themed intro.
04:20 – Jarrod’s Journey to Product Management: How he fell into software.
06:20 – Auckland’s Thriving SaaS Scene: NZ’s impact on global tech.
08:10 – Inventory, CRM & WMS Landscape: What SMBs need today.
10:50 – What Unleashed Does: Efficient workflows + strategic insights.
13:00 – Signs a Business Needs Unleashed: From post-it notes to stock stress.
15:20 – Accountant & Bookkeeper Pain Points: Data, margins & advisory blocks.
17:30 – Implementation Timeline: Fast, guided onboarding sessions.
19:05 – Unleashed Integrations: Xero, QuickBooks, Shopify, Amazon & more.
21:10 – E-commerce Growth Post-COVID: Why integrations are essential.
23:15 – AI & Forecasting with AIM: Managing supply chain uncertainty.
26:00 – Using Data for Better Advice: The power of operational insights.
28:00 – Manufacturing Health Index: A free resource for advisory.
30:00 – Characteristics of Thriving Manufacturers: Mitigating supplier risks.
32:15 – Partner Portal for Accountants: Real-time multi-client access.
34:00 – AI Copilot & Agents: How Evo enhances the user experience.
35:45 – Final Thoughts & Outro: Software should solve problems, not add them.

Contact details:

Sponsor Offers: Here

Unleashed Software: https://www.unleashedsoftware.com/

Jarrod Adam: https://www.linkedin.com/in/jarrod-adam/

Accounting Apps newsletter: http://accountingapps.io/

Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

YouTube Channel: https://www.youtube.com/ANISEConsulting

X: https://twitter.com/HeatherSmithAU

  continue reading

130 episodes

Artwork
iconShare
 
Manage episode 522505251 series 1076311
Content provided by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Heather Smith | Accountant & Storyteller and Heather Smith | Accountant or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Jarrod Adam is Head of Production & Distribution at The Access Group

Explore how Unleashed helps small businesses thrive through AI-driven inventory management, smarter tools, and actionable data that streamline operations and empower strategic growth.

Summary

Today I’m speaking with Jarrod Adam, Head of Production & Distribution at The Access Group. In this episode, we talk about . . . how Unleashed empowers small businesses with actionable data, AI-powered tools, and integrated inventory solutions.

  • Introduction to Jarrod Adams and his background in product management
  • The story behind Unleashed and its acquisition by The Access Group
  • Overview of the inventory and warehouse management landscape for SMBs
  • Unleashed’s value proposition for small businesses and advisors
  • When and why to move from basic inventory in GL systems to dedicated inventory tools
  • Implementation approach and onboarding process at Unleashed
  • Unleashed’s ecosystem: integrations with Xero, QuickBooks, Shopify, Amazon & more
  • Evolving supply chain issues post-COVID and solutions like Advanced Inventory Manager (AIM)
  • AI in Unleashed: Evo copilot, AI feed, and intelligent agents
  • Partner Portal for accountants and bookkeepers – real-time client access
  • Use of operational data for advisory services
  • The Unleashed Manufacturing Health Index – valuable for advisory insights
  • Discussion around the manufacturing “haves and have-nots”
  • Closing thoughts on simplicity, design, and real value from software
🧰 Apps & Tools Mentioned:

Unleashed, Xero, QuickBooks, Shopify, WooCommerce, Amazon, Access Evo, Advanced Inventory Manager

⏱️ YouTube Timestamped Chapters

00:00 – Welcome & Guest Intro: Meet Jarrod Adams from Unleashed.
01:58 – From Tigerland to Tech: A playful rugby-themed intro.
04:20 – Jarrod’s Journey to Product Management: How he fell into software.
06:20 – Auckland’s Thriving SaaS Scene: NZ’s impact on global tech.
08:10 – Inventory, CRM & WMS Landscape: What SMBs need today.
10:50 – What Unleashed Does: Efficient workflows + strategic insights.
13:00 – Signs a Business Needs Unleashed: From post-it notes to stock stress.
15:20 – Accountant & Bookkeeper Pain Points: Data, margins & advisory blocks.
17:30 – Implementation Timeline: Fast, guided onboarding sessions.
19:05 – Unleashed Integrations: Xero, QuickBooks, Shopify, Amazon & more.
21:10 – E-commerce Growth Post-COVID: Why integrations are essential.
23:15 – AI & Forecasting with AIM: Managing supply chain uncertainty.
26:00 – Using Data for Better Advice: The power of operational insights.
28:00 – Manufacturing Health Index: A free resource for advisory.
30:00 – Characteristics of Thriving Manufacturers: Mitigating supplier risks.
32:15 – Partner Portal for Accountants: Real-time multi-client access.
34:00 – AI Copilot & Agents: How Evo enhances the user experience.
35:45 – Final Thoughts & Outro: Software should solve problems, not add them.

Contact details:

Sponsor Offers: Here

Unleashed Software: https://www.unleashedsoftware.com/

Jarrod Adam: https://www.linkedin.com/in/jarrod-adam/

Accounting Apps newsletter: http://accountingapps.io/

Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind

LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/

YouTube Channel: https://www.youtube.com/ANISEConsulting

X: https://twitter.com/HeatherSmithAU

  continue reading

130 episodes

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