Microsoft Power Platform

What is Microsoft’s Power Platform?

Power Platform has recently become one of the hottest buzz words in the business applications community. While each component of the platform is relatively new to the market, the ease of use, the rich set of capabilities, and the pace of Microsoft’s development has quickly made the product a must-have set of applications. Microsoft plans…
Cloud ERP for professional service firms

On-premise vs. Cloud-based ERP for Professional Service Firms: 6 Reasons to Make the Switch

Professional services and project-based business rely on efficient project management for success ⁠— spanning across all areas of their business and business systems. To minimize time spent on non-billable tasks, firms are moving from on-premise to cloud-based ERP systems. Here’s the top six reasons why we’re seeing project driven firms make the switch: Automation Increased…
NetSuite new release testing tips

NetSuite Release 2019.2: Are You Ready?

You may have received an email from Oracle stating pre-upgrade maintenance is already occurring in Sandbox accounts. When I receive these emails, I think about how I can help all clients leverage the tools available in order to provide thorough testing and validation of current processes before the new release arrives. Top 4 things to…
resource utilization

Improving Utilization at the Tactical Level

In a previous blog, we discussed how changes at the operational level will give you the fastest business value and ROI. Not only will those changes increase billable hours available, the obvious and quick impact on resource utilization will gain buy-in from staff and management. We’ve seen how disconnected business systems result in wasted time,…

Velosio announces acquisition of Synergy Business Solutions

Strategic acquisition of leading west coast-based Microsoft partner expands Velosio’s delivery model and strengthens the company’s services industry solutions for small and medium-sized businesses COLUMBUS, OH July 2, 2019 — Velosio, a technology partner specializing in business management solutions for small and medium-sized companies and larger enterprises, today announced it has acquired Synergy Business Solutions,…

Dynamics 365 for Sales & LinkedIn Integration: Playbook Enhancements, Manual Sales Forecasting, and AI-driven Insights

In June of 2016, Microsoft acquired LinkedIn for $26.2 billion and ever since, LinkedIn integration with Dynamics 365 has increased efficiency and productivity for sales teams all over the world. With this release of Dynamics 365 for Sales, Microsoft has expanded functionality of tools such as the Playbook feature and their AI driven insights. They’ve…

Heavy Equipment Dealers: Accelerate Forward with a Fully Integrated Dealer Management System

Traditional standalone dealer management systems automate a limited set of core functions. As a result, it limits visibility into heavy equipment dealers business performance – sound familiar? The Key to Dealership Growth The key to business growth and success is greater transaction volumes and speed, but it’s hard for many dealer management systems to handle…
Improving resource utilization

How to Improve Resource Utilization Through Operational Changes

When you are a professional services firm or project-based business, your bottom line is driven by resource utilization. As we’ve discussed in previous blogs, if your business suffers from disconnected or siloed systems of people, processes, and technology, the various parts of your organization can’t integrate their data, which makes it impossible to track and…
Connected Intelligence AI for Dynamics 365 CRM

Velosio launches Connected Intelligence for CRM

Leveraging AI to enhance Microsoft Dynamics 365 for Sales COLUMBUS, OH June 21, 2019—Velosio, a leading information technology services and solutions firm, is pleased to announce the availability of Connected Intelligence, an Artificial Intelligence (AI) solution enhancing Microsoft Dynamics 365 for Sales (formerly Microsoft Dynamics CRM) that leverages cutting-edge machine learning technology from Komiko, the…