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.
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 Adam and his background in product managementThe story behind Unleashed and its acquisition by The Access GroupOverview of the inventory and warehouse management landscape for SMBsUnleashed’s value proposition for small businesses and advisorsWhen and why to move from basic inventory in GL systems to dedicated inventory toolsImplementation approach and onboarding process at UnleashedUnleashed’s ecosystem: integrations with Xero, QuickBooks, Shopify, Amazon & moreEvolving supply chain issues post-COVID and solutions like Advanced Inventory Manager (AIM)AI in Unleashed: Evo copilot, AI feed, and intelligent agentsPartner Portal for accountants and bookkeepers – real-time client accessUse of operational data for advisory servicesThe Unleashed Manufacturing Health Index – valuable for advisory insightsDiscussion 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 Adam 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.
Unleashed Software: https://www.unleashedsoftware.com/
Jarrod Adam: https://www.linkedin.com/in/jarrod-adam/
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LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/
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