What drives Dynamics 365 pricing is a number of areas: apps, user licenses, subscriptions, implementation, and support being the primary considerations. Microsoft’s modular ERP solutions offer a ton of flexibility allowing organizations to build a system that aligns perfectly with their business. But all of these options make it much harder to figure out exactly…
This company is a national organization of Independent, Assisted Living and Memory Care communities across the United States with a culture of delivering superior service and financial returns. The management team has more than 50 years of experience in the senior living industry, spanning the entire continuum of care. They believe in scalable, state-of-the art…
This real estate investment trust (REIT) approaches real estate with uncompromising commitment to the highest quality and operational efficiency. They embrace challenges, solve problems quickly and strive for simple delivery. Their execution model is team-based. They are a matrix organization where conversations are candid, and conflict is easily resolved. They work together to get things…
The traditional trade association’s “back office” used to be a quiet, functional, disconnected, and perpetually three weeks behind. In modern associations, that disconnect is no longer just an inconvenience; it is a strategic liability. As member expectations shift toward Amazon-grade digital experiences and Boards demand real-time transparency, the old way of doing business is collapsing under…
Trade and professional member organizations face a dangerous blind spot by allowing data to remain fragmented across membership, events, and finance. Without real-time visibility into revenue, cash flow, and program performance, leadership is forced to make high-stakes decisions based on weeks-old spreadsheets. Achieving true association financial transparency requires more than basic bookkeeping. It requires a unified…
Procure-to-pay (P2P) rarely fails with a bang. Instead, it quietly slips. A plant needs parts to keep the line running, so someone purchases from a familiar supplier and forwards the invoice to AP. A department makes a “quick” purchase on a card because the formal process feels too slow. A budget owner sees the spend…
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…
In the traditional finance office, the monthly close is the undisputed source of truth, often served up in a static CFO dashboard that marks the finish line, the moment when data is finally reconciled, validated, and ready for review. But for the modern CFO, relying on a 30-day-old “truth” to steer a high-growth enterprise is a strategic liability. By the…
Dynamics 365 Finance combined with Velosio and AXIO forge a faster path to repeatable M&A value If M&A is part of your growth story, the question from investors is simple: how quickly can you prove the thesis — and then repeat it? Across this series, we’ve argued that the answer lives inside finance and operations.…
A successful Day One proves the business can run under new ownership. The months that follow — post-merger integration (PMI) — determine whether value compounds. The shift now is from stabilizing a transaction to running a system you can improve every month. Leaders who treat ERP as an operating platform, rather than a one-off project,…
