Episode Overview

Host Maribel Lopez sits down with Kerrie Jordan, the newly appointed Chief Marketing Officer at Epicor, to discuss the evolution of ERP systems and the transformative power of cognitive ERP in manufacturing, distribution, and supply chain industries.

Guest Bio and social links

Kerrie Jordan - Chief Marketing Officer, Epicor

Kerrie Jordan, Chief Marketing Officer at Epicor, leads the global go-to-market efforts, bringing together her deep product innovation and strategic marketing experience to drive brand growth and customer engagement across the make, move, and sell industry communities.

https://www.linkedin.com/in/kerriejordan/

Key Topics Discussed

Cognitive ERP: From System of Record to System of Action

• Definition: Transforming ERP from passive data storage to intelligent, proactive decision-making systems
• Key capabilities:
  • Sensing signals in data noise
  • Serving up actionable insights when needed
  • Connecting organizations across supply chains
  • Creating intelligent business communities

Epicor Prism: Agentic AI Technology

• What it is: Conversational ERP experience launched last year
• Key features:
  • Natural language interaction (type or speak)
  • Information querying without knowing system screens/reports
  • Automated actions with human approval (semi-autonomous approach)
  • Multiple specialized agents (Knowledge Agent, RFP Agent, Business Communications Agent)

Real-World Success Stories

Measuring AI ROI

• Focus on specific business outcomes, not just AI implementation
• Apply fundamental business case principles
• "Nail it before you scale it" approach
• Baseline analysis and clear success metrics

Future Vision (Next 1-2 Years)

Data Platform Evolution

• Explosion of structured and unstructured data
• Critical need for data normalization and health
• Open, secure connections as "good cloud citizens"

AI Development Trajectory

• Current: Pre-trained models and agentic AI
• Future: Self-service pipelines for custom AI model creation
• Model-agnostic strategy with patented inference pipeline
• Community-based insights and collaboration

Quotable Moments

• "We are an organization that is really focused on our core industries... making, moving, selling the things that we use every day"
• "It's all about accelerated value... How can we get as close to zero as possible?"
• "This era that we're in [is] like the modem dial-up era of AI"
• "Nail it before you scale it