Category: AI & Automation

cash flow when implementing a new erp

Learn More About Zero-Touch Close: Automating the Quote-to-Cash Cycle

The deal closes on Friday. Finance learns details through internal channels, such as an email or Slack message.  Manual re-entry starts. Product codes, contract terms, and pricing exceptions are typed into another system.  Three weeks later, a billing dispute arises. Cash is still outstanding.  This isn’t an edge case; it’s the norm for many companies. Every week, this scenario…
2025 Release Wave 1

Learn More About 2026 Release Wave 1 Highlights: Microsoft Dynamics 365

Microsoft’s Dynamics 365 2026 Release Wave 1 builds on a clear direction: delivering practical AI and intelligent automation directly inside business-critical applications. Rather than introducing disruptive new tools, this wave focuses on enhancing how finance, operations, sales, and service teams already work—making everyday processes smarter, faster, and easier to manage.  Embedded AI That Supports Real Work  Across the Dynamics 365 portfolio, Microsoft…
Adobestock Scaled

Learn More About 2026 Release Wave 1 Highlights: Power Platform

Microsoft’s Power Platform 2026 Release Wave 1 continues to position the platform as the foundation for enterprise automation, low-code innovation, and AI-driven productivity. This release focuses on making it easier for organizations to build, automate, and extend solutions—while maintaining governance and control.  For organizations already using Dynamics 365, Microsoft 365, or Azure, Power Platform remains the connective tissue that turns strategy into…
Business process

Learn More About Automating Outcomes: The Era of Agentic Sales

For more than two decades, sales tech focused almost entirely on enablement.   CRMs organized data. Analytics platforms promised better forecasts. But the work of executing deals — updating systems, coordinating meetings, generating proposals, following up — still fell to human sellers.  Agentic sales marks a fundamental shift: Technology no longer just enables sellers. It executes entire workflows on its own. Agents don’t wait around to be…
Modern data platform features

Learn More About What to Look for in a Modern Data Platform

AI pilots are easy to start but hard to scale. Many organizations experiment with models, dashboards, or copilots, only to stall when those efforts fail to deliver consistent business impact.   The issue is rarely the AI itself. It is the data platform beneath it. Legacy systems were built for reporting, not for governed, real-time, enterprise AI. To move…
Generative AI connecting people

Learn More About The C-Suite Playbook for the Agentic Organization

For decades, growth followed a simple formula: more revenue required more people.  And, for a long time, that worked. Labor was available. Work was manual. The math just held.  Today, it doesn’t. Talent is scarce and expensive. Customers expect real-time responsiveness. Operational complexity has expanded across channels, products, and geographies.  AI has reached a turning point. Agents can…
Microsoft 365 Solutions for Data-Driven Decision-Making Power BI

Learn More About Turning Stagnant Data into a Competitive Moat 

Establishing a true competitive moat in today’s rapid economy requires far more than traditional brand loyalty or geographic dominance. Strategies, product features, and pricing models are all highly imitable. The proprietary intelligence layer created directly from your own operational exhaust is the ultimate advantage.  Stale data is a wasted advantage. To accurately define moat building today, you must look at how…
Embracing Proactive Field Service: The Future of Customer-Centric Service Delivery

Learn More About How to Build a 90-Day Enterprise AI Plan: The AI Strategy Template for Mid-Market Leaders

Most organizations know they need an artificial intelligence strategy, but few have a clear execution path. The result is a widening gap between companies experimenting with isolated pilots and those capturing measurable return on investment through unified adoption. To move from ambiguity to action, executives need an AI Strategy Template that aligns technology initiatives directly with core financial goals. …
Power BI and Beyond Webinar from Velosio and Microsoft

Learn More About Using Digital Capacity to Punch Above Your Weight Class: How Mid-Market Leaders Use Automation to Scale Without Headcount

In today’s economy, the traditional “enterprise advantage” has effectively inverted. For decades, global giants dominated through sheer mass: more people, massive budgets, and expansive physical footprints. But in an era defined by agentic automation and the need for extreme decision velocity, those same assets have become anchors.  Today’s enterprise giants are often slow, bureaucratic, and…
Processautomationheader Scaled

Learn More About What Are Your Manual Workflows Actually Costing You? Why a Digital Transformation Strategy is the Solution

Most enterprise workflows share a silent, expensive flaw: they have no cost attribution. While a line item for a new software subscription is scrutinized by the board, the hundreds of hours your team spends manually moving data between spreadsheets, fixing entry errors, and chasing email approvals often go unnoticed. To a CFO or COO, these aren’t just…