document management Archives - Business RadioX ®

Rich Simons, Co-Founder and Partner, EDGE Business Systems

April 17, 2024 by John Ray

Danny Vander Maten, Cresa Atlanta, and Rich Simons, EDGE Business Systems

Executive Perspective

Rich Simons, Co-Founder and Partner, EDGE Business Systems

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Rich Simons, Co-Founder and Partner, EDGE Business Systems (Executive Perspective, Episode 12)

Rich Simons, co-founder and partner of EDGE Business Systems, discusses his transition from civil engineering to co-founding a document technology solutions company on this episode of Executive Perspective, with host Danny Vander Maten from Cresa. Rich discusses the challenges and motivations behind starting EDGE, the evolution of the office equipment industry towards technology and software, and the importance of ethical sales practices and customer relationship management. He emphasizes the value of continuous self-improvement, staying motivated by overcoming financial challenges, and the role of honesty and relationships in sales success. The conversation also explores the importance of adapting to change and never settling, both personally and professionally.

Executive Perspective is sponsored and presented by Cresa Atlanta. The show is produced by John Ray and the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Rich Simons, Co-Founder and Partner, EDGE Business Systems

As a founding partner at EDGE Business Systems in Roswell, GA, Rich exemplifies a tenacious ‘Wolf Mentality’ that drives his professional and personal pursuits. With an engineering background, he expertly navigates the complexities of office technology, delivering bespoke solutions that boost efficiency for a diverse clientele.

Rich is dedicated to surpassing client expectations, fostering relationships that enhance customer experiences. His dedication to excellence and innovation at EDGE motivates his team to pursue continuous improvement.

Rich is also committed to personal growth, maintaining a vigorous fitness regimen, promoting a healthy lifestyle, and setting a strong example for his family and colleagues.

In every endeavor, Rich ensures that EDGE Business Systems stands out in the industry, recognized for aggressive, effective solutions and unmatched professionalism.

EDGE Business Systems

EDGE Business Systems, headquartered in Roswell, GA, is the foremost provider of office equipment solutions in Georgia and across the Southeast. Known for outstanding manufacturer and software partnerships, EDGE offers tailored solutions that perfectly meet the specific needs of any organization.

Committed to innovation, EDGE is redefining how companies manage, streamline, and protect their business processes and document technologies. Their extensive expertise and strong industry relationships enable them to surpass client expectations, delivering cutting-edge technology that enhances efficiency and cost-effectiveness.

Whether enhancing document management, optimizing printing services, or securing digital processes, EDGE Business Systems is a reliable partner that organizations trust. They ensure each solution is not only customized but also seamlessly integrates with existing workflows to boost productivity and reduce expenses.

Discover why EDGE Business Systems is the regional leader in office technology solutions and experience their transformative approach.

Website | LinkedIn | Facebook | Instagram | YouTube

Topics Discussed in this Episode

00:00 Welcome to Executive Perspective
00:48 Meet Rich Simons: Co-Founder of EDGE Business Systems
02:21 Rich’s Unexpected Journey into the Copier Business
05:18 The Challenges and Triumphs of Growing EDGE
06:29 Evolving with the Industry: From Copiers to Document Technology Solutions
07:51 Ethics and Sales: Navigating the Industry with Integrity
09:28 Cultivating a Successful Sales Team at EDGE
16:57 Leveraging Technology in Sales and CRM Adoption
18:00 Embracing Change and the Role of Technology
18:23 The Importance of CRM in Sales
19:02 Expanding Business Through Partnerships
19:52 Customer Relationship Management Strategies
21:14 Handling Objections and Building Trust
23:04 The Ethical Sales Approach
24:53 Building a Reputation in Sales
28:26 Advice for Aspiring Sales Professionals
30:06 Never Settle: The Key to Professional Growth
31:15 Defining a Great Day in Sales
32:12 Closing Remarks and Contact Information

About Executive Perspective

Executive Perspective features executives and business leaders from a wide variety of sectors. Host Danny Vander Maten and his guests cover industry trends, insights, challenges, success strategies and lessons learned. Executive Perspective is underwritten and presented by Cresa. The show series is produced by John Ray and the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. A complete show archive can be found here.

Executive Perspective

Danny joined Cresa in the Spring of 2016 and brought a diverse background with nearly 10 years of experience in finance, business operations, and strategy to his client’s real estate transactions.

At Cresa, Danny’s primary responsibilities include strategic planning, lease analysis, negotiations, and cost mitigation. As a registered Certified Public Accountant with an active license in the state of Georgia, Danny provides unique financial insight into every critical aspect of the transaction.

Cresa is the world’s most trusted occupier-centric commercial real estate firm. They strategize for the best possible results for occupiers everywhere. Cresa thinks beyond space. Partner without conflict. And apply their integrated expertise to make your business better.

Connect with Danny: LinkedIn | Twitter

Connect with Cresa: Website | LinkedIn | Facebook | Instagram | Twitter

Eric Pritchett, Terzo Technologies

October 25, 2023 by John Ray

Business Beat

Eric Pritchett, Terzo Technologies

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Frazier & Deeter’s Business Beat: Eric Pritchett, Terzo Technologies

Eric Pritchett, President and COO of Terzo Technologies, an enterprise AI company, joined host Roger Lusby to discuss the company’s technology and how it helps businesses extract valuable data from documents, contracts, and more. Eric talked about their capacity to improve decision-making and operational processes. He shared success stories that highlight the impact of Terzo on increasing productivity and efficiency for businesses, about how the company developed its product, why they moved their operations from California to Metro Atlanta and specifically North Fulton, and more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Terzo Technologies

Terzo uses powerful AI technology to extract, analyze, and visualize your contract data.

Terzo’s AI data extraction capabilities also extend beyond contracts and can solve your organization’s document problems, from invoices to POs and more.

Their platform was designed on the foundation of contract intelligence, providing business teams with the necessary data to improve productivity, optimize spend, reduce costs, and manage risk and governance across their entire supplier ecosystem. Terzo has global operations across the United States, Canada, and India.

Terzo is designed to connect teams, breaking silos along the way. At Terzo, strengthening relationships is at the heart of what they do. They unite teams and unlock insights so organizations can make smarter decisions and maximize value from their suppliers, customers, and partners.

Terzo means “third” in Italian. Their founders have Italian heritage and chose it to describe what they set out to build—a platform that brings third parties together.

For the first time, Legal is now a large part of both the buying and selling teams. Terzo is the first solution to provide critical data and terms to both sides, enabling legal and business teams to make decisions together.

Company website | LinkedIn

Eric Pritchett, President and COO, Terzo Technologies

With over 20 years of experience in technology, finance, and strategy, Eric is the President and COO of Terzo Technologies, an enterprise AI platform that extracts valuable data from documents for business operators. He works with the senior team to develop and implement the overall vision, direction, and execution of the company, as well as the development and implementation of strategic customer-facing initiatives.

Prior to joining Terzo, Eric was the Vice President of Corporate Strategy at Asurion, where he evaluated and executed on strategic investment opportunities, including acquisitions. He also co-founded and led Potamus Trading, a technology-driven broker-dealer and market-maker, and PhaseCapital, a quantitative hedge fund.

Eric has a strong background in FinTech, corporate venture capital, and M&A, as well as a passion for innovation and growth. He holds BS and MBA degrees from Boston University and the Boston University Questrom School of Business.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions, and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis on the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Instagram

An episode archive of Frazier & Deeter’s Business Beat can be found here.

Aaron Fritz – Inertia Legal

December 4, 2022 by Rose

North Georgia Business Radio

Aaron Fritz - Inertia Legal

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Phil Bonelli of Hopewell Farms GA and Aaron Fritz of Inertia Legal have a great conversation on North Georgia Business Radio about entrepreneurship, partnership, accountability, security, and much more!

Inertia Legal – provides secure, modern document management for attorneys and knowledge workers.

So, if you’re sick and tired of wasting time chasing critical information, you’ll want to learn about how Inertia Legal can help you streamline your firm’s information management process so you spend your time doing what you do best — delivering clear wins for your firm and your clients.

Connect with Aaron:

Website — Inertia.Legal

FB — https://www.facebook.com/InertiaLegal

LI – https://www.linkedin.com/company/inertia-software-solutions/about/

IG — @inertialegal

Connect with Phil Bonelli:

https://www.facebook.com/Hopewell-Farms-GA-105614501707618/

https://www.instagram.com/hopewellfarmsga/

https://www.hopewellfarmsga.com/

Connect with Beau Henderson:

https://RichLifeAdvisors.com

https://www.facebook.com/RichLifeAdvisors

https://www.facebook.com/NorthGARadioX

Steven Pfister with Proven IT

October 5, 2021 by Karen

https://www.linkedin.com/in/steven-pfister-447b9915a/

Phoenix Business Radio

Steven Pfister with Proven IT

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Steven Pfister with Proven IT

Proven IT is an award-winning IT solutions provider with a proven track record of providing the equipment and services that help take organizations to the next level.

They provide IT solutions that JUST WORK, so that they can clear obstacles to allow their clients to pursue their business objectives, without worrying about their IT infrastructure. Proven IT makes it easy and seamless, to stay focused on the long-term success of their clients.

Steven Pjister is an experienced Account Manager with a demonstrated history of working in the information technology and services industry.

Skilled in Sales, Customer Satisfaction, Account Management, Solution Selling, and Customer Service. Strong sales professional graduated from Illinois State University.

Connect with Steven on LinkedIn and follow Proven IT on LinkedIn, Facebook, Twitter and Instagram.

Matt Baldwin and Debra Cohen, Vertisys

July 16, 2019 by John Ray

North Fulton Business Radio

Matt Baldwin and Debra Cohen, Vertisys

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“North Fulton Business Radio,” Episode 149: Matt Baldwin and Debra Cohen, Vertisys

Our guests on this edition of “North Fulton Business Radio” are Matt Baldwin and Debra Cohen of Vertisys. Matt and Debra talk about where most breaches come from (company insiders) and how to educate on how best to use their system. Matt and Debra also talk with Host John Ray about one of their specialties, IT services for law firms, as well as the extraordinary customer experience they deliver for all of their clients.

Matt Baldwin, Founder and President of Vertisys

Matt Baldwin is the Founder and President of Vertisys. After managing the service department of Applied Computer Technologies for 4 years, Matt founded Vertisys Corp in 1992, expanding the business to over 20 employees by 2014. Matt studied music at Jacksonville State University, and currently holds certifications for Microsoft, HP, Dell and Autonomy. Matt’s expertise revolves around Enterprise Content Management (ECM), with over 20 years experience in that arena, and leverages that knowledge to create unique solutions for his clients.

Debra Cohen, Account Manager, Vertisys

Debra Cohen is an Account Manager for Vertisys. Debra Cohen began her sales career selling audio-visual equipment and computer graphics solutions. For the last 28 years she has been selling IT solutions, 21 of which have been for Vertisys Corp. As an Account Executive, Debra is responsible for managing current client relationships and developing new ones. These responsibilities include researching and recommending effective IT solutions for each individual client environment, quoting and purchasing IT equipment and software, maintaining and developing vendor relationships, assisting in the planning and coordination of project implementation and most importantly, general customer service.

Veritsys

Vertisys is a system integrator / managed service provider (MSP) that partners with businesses of all sizes in the southeast U.S. Having been in business for 28 years, they specialize in cloud migrations, service/support, compliance, security, storage and hosting. Their biggest market segment is in the legal vertical. Vertisys also provides consulting services that revolve around content and document management solutions.

For more information, visit their website at https://www.vertisys.com/ or call 770-955-1755.

“North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Sonja Smith, Fotopia, and Sallie Boyles, Write Lady Inc.

May 22, 2019 by John Ray

North Fulton Business Radio

Sonja Smith, Fotopia, and Sallie Boyles, Write Lady Inc.

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**Host John Ray, Sallie Boyles of Write Lady, Inc., and Sonja Smith of Fotopia**

Sonja Smith, Fotopia

Sonja Smith is the Director of Sales, North America, for Fotopia. At Fotopia, they design easy to use software application exclusively for SharePoint and Office 365 that enhance its features and functionalities. With the Fotopia Viewer application, you can scan, view, edit, annotate, and redact data on documents from within SharePoint allowing you to collaborate with internal and external teams securely.

Fotopia also solves transactional content management challenges. Fotopia Capture will allow you to scan 50,000 pages a day of transactional data, such as invoices, employee files, and finance directly to SharePoint. With Fotopia Discovery, the Search and Retrieve application provides access to your data in the blink of an eye so you can find the right document, at the right time, to make the right decisions.

If you’d like more information, you can reach Sonja at (404) 806-7496 or go to www.fotopiatech.com.

Sallie Boyles, Write Lady Inc.

Combining her marketing experience and writing talent, Sallie Wolper Boyles launched Write Lady Inc. in 2003. Based in Atlanta, Write Lady provides freelance ghostwriting, copy writing, journalism and editing services to a wide assortment of clients—aspiring authors, creative and PR agencies, website developers, publishers, business and nonprofit executives, professionals and entrepreneurs—wherever they happen to be.

You can read her blog, learn more about her services, and contact Write Lady Inc. via www.writelady.com or connect with Sallie Boyles through LinkedIn at https://www.linkedin.com/in/sallieboyles/.

Jim & Bridget Fitzpatrick with the Atlanta Small Business Network (ASBN) and Victor Gollahon with MSA Digital

March 14, 2019 by Mike

Gwinnett Business Radio

Jim & Bridget Fitzpatrick with the Atlanta Small Business Network (ASBN) and Victor Gollahon with MSA Digital

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Jim Fitzpatrick, Bridget Fitzpatrick, Victor Gollahon

Jim & Bridget Fitzpatrick/ASBN

Atlanta Small Business Network is your local source for business news, information, resources, best practices and event coverage. From start-up to success, they are your go-to resource for small business in Atlanta, Georgia.

Victor Gollahon/MSA Digital

MSA’s founding principle is to provide exceptional service. Using that guiding light, they now service thousands of customers. MSA Digital has an extremely high customer retention and their business is growing. As MSA forges ahead into the future they are applying these same principles into new ventures. MSA hopes to bring much more value to their customers through MSA’s Network Services and Managed IT Services offerings that are now a staple of their business. MSA’s future is bright and they look forward to continuing to offer exceptionally high levels of service to their customers, both current and future.