Background Kidder Mathews is the largest independent commercial real estate firm on the West Coast. With over 900 local market specialists and top-producing professionals, Kidder Mathews has 20 offices in Washington, Oregon, California, Nevada, and Arizona. The expertise of each local office is reinforced by the relationships, intelligence, and experience of the entire firm. The…
Background A large insurance company embarked on a journey to modernize its business systems and processes. With the help of Velosio, the company successfully transitioned to Microsoft Teams for both internal communication and their external phone systems and implemented Microsoft Dynamics 365 Business Central (BC) for financial management. The Need for Anywhere, Anytime Access The insurance…
The power of effective customer engagement can’t be overstated, and we’re here to equip you with the knowledge and skills to excel in this essential aspect of your business. Here we’ll explore various facets of the Dynamics 365 application that often hide in plain sight. From lesser-known features to expert strategies on how to harness…
Background Bonnie Plants, a major player in the horticulture business, recognized a need for cost-saving in their existing Microsoft 365 licensing structure. The company had previously adopted a top-tier Microsoft 365 licensing without a strategic assessment of its actual requirements, leading to inadvertent overspending. Every employee in the organization was equipped with an E3 license…
Background An oil industry supplier relied on an on-premises Microsoft Exchange server for its communication needs. However, the company recognized the limitations of this setup in terms of flexibility, scalability, and security. To meet the evolving demands of the industry, they sought to leverage cloud technology to enhance communication capabilities, ensure business continuity, and adhere…
Background A renowned property management company known for its exceptional customer service and technological integration faced the challenge of hosting three separate Microsoft 365 tenants on GoDaddy. The limitations of the GoDaddy interface prevented the company from accessing the full range of features and functionality offered by Microsoft 365. Additionally, managing three tenants separately created…
In today’s fast-paced digital landscape, efficiency is the name of the game. Microsoft 365, a powerhouse suite of tools, has become the go-to solution for businesses and individuals aiming to streamline their workflows. But are you truly harnessing its full potential? Our experts here at Velosio, offer time-saving tips and tricks designed to transform your…
When working with greenhouse growers, I often find that they are making their jobs much harder than necessary by operating in siloed environments. I’ve said this before, but do you find yourself pulling off “daily acts of heroism” to gather the information needed to make business decisions? It doesn’t have to be so hard. More…
Background Established in 1983 and established in Columbia, Maryland, Havtech represents the most innovative HVAC equipment and building automation system for manufacturers serving both the commercial and industrial markets. This depth combined with expertise in energy efficient HVAC system design and green building methods allows them to offer cost-effective solutions that provide a low environmental…
Field service organizations understand the importance of teamwork. Cooperation and collaboration between and among frontline managers and technicians is essential. In today’s competitive environment, the ability to connect service teams instantly, share vital information, and make data-driven decisions can be the difference between success and missed opportunities. If you’re a frontline field service manager, the…
