How to Choose and Manage Inventory Software During an Economic Downturn with Shawn Coultice

In this episode, Shawn, the Head of Channel Partnerships at Katana, shares his expertise in using tech to scale product-based businesses.

In this episode of Stock Takes, Shawn, Head of Channel Partnerships at Katana, dives into the power of tech adoption for scaling inventory-based businesses. Drawing from 15 years in manufacturing and ERP implementation, Shawn shares how he went from optimizing processes in traditional manufacturing to driving efficiency with modern, cloud-based solutions at Katana.

Sarah Hamid

Head of Brand Marketing

Shawn Coultice

Head of Channel Partnerships

Key takeaways

Overcoming challenges in scaling — As businesses grow, outdated systems and workflows can limit efficiency. Addressing bottlenecks and upgrading processes is important to support growth.
Data and integration pain points — Successful tech adoption often hinges on accurate data migration and seamless integrations, allowing businesses to operate smoothly across multiple platforms.
The power of real-time data — For SMBs, having real-time financial and inventory data is a game-changer, enabling fast, informed decisions that drive profitability and agility.
Preparing for successful implementations — A clear understanding of processes and identifying potential challenges early enables a smoother transition.
The role of partners — For complex tech stacks, involving experts and consultants can prevent costly mistakes and ensure smoother implementation.