All posts by Kate Meda

Calderys’ Blueprint for Faster, Smarter Global SAP Workflows

Calderys, a global leader in high-temperature refractory solutions, supplies critical materials to industries like steel, cement, and petrochemicals. With operations across Europe, the Americas, and Asia—including the UAE—the company supports extreme industrial environments with tailored, high-performance products.

But as Calderys expanded globally, managing workflows across continents became slow, siloed, and manual. Teams re-entered data across disconnected systems like SAP, leading to errors, delays, and duplicate work. Leadership struggled to track progress, identify bottlenecks, or get reliable reports. Visibility was limited. Accountability was unclear. Decisions were based on lagging, inconsistent data.

To fix this, Calderys needed a system to automate tasks, sync critical data between platforms like SAP and Salesforce, and give leadership real-time insight into performance to operate at scale.

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CRMs Failed Them, So Atlas Fiduciary Automated Their Way to Success

In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients. 

However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities.

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From 1 Week to 1 Day: 1818 Venture Capital’s New Spin on Intern Onboarding

1818-venture-capital

Managing investments in tech startups demands precision. With a portfolio spanning 30 companies, including notable investments like Currensea, Willo, and Sidekick, and 12 successful exits under its belt, 1818 Venture Capital (eighteen-eighteen) was no stranger to pressure. Behind the scenes, their intern onboarding workflows were growing increasingly complex. Relying on lengthy email chains, scattered documents, and an evolving compliance process, the firm needed a more structured approach.

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Setting Expectations: The Key to a Successful Employee Onboarding Experience with Caroline Yost

Onboarding isn’t just about introductions and paperwork—it’s about ensuring new hires feel equipped and engaged from day one. In this episode of the Employee Onboarding Podcast, Erin Rice speaks with HR expert Caroline Yost about the one thing most onboarding processes get wrong: a lack of clear expectations.

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The Secret to Meaningful Employee Onboarding with Jen Bergren

Onboarding should foster human connection

Most companies treat onboarding as a structured process of paperwork, policies, and productivity expectations. However, according to Jen Bergren, onboarding expert and knowledge management strategist, one essential element is often missing: human connection.

In this episode of the Employee Onboarding Podcast, Jen shares insights from her research and experience on why successful onboarding is about fostering relationships, confidence, and belonging from day one.

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The Hidden Connection Between Onboarding & Your Bottom Line with Megan Weizel

Onboarding isn’t just an HR process. It’s the foundation for business growth. From creating white-glove candidate experiences to aligning stakeholders early, Megan Weizel, Managing Partner and Career Strategist at Salmela, shares actionable strategies that will change how you think about recruiting, onboarding, and keeping top talent.

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Beyond Day One: Creating an Onboarding Experience That Sticks with Victoria Cooke

Victoria Cooke’s path to HR wasn’t typical—and that’s exactly why her insights stand out. A former large-scale event planner, Victoria now sees onboarding as an experience to be designed, not a box-ticking exercise. As Manager of People and Culture at Happy Money, she joined Erin Rice on the Employee Onboarding Podcast to share her secrets for creating authentic, high-impact onboarding processes.

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