Reducing organizational friction to facilitate change is the mandatory first step for any executive team looking to modernize its operations. Organizational change fails not because leaders choose the wrong technology, but because teams are simply too overwhelmed by daily friction to execute a new vision. You cannot ask a burned-out workforce to innovate. When a…
The biggest cybersecurity threats don’t always come from the outside. But sometimes, they also sit quietly in the server room. While your IT team is busy defending laptops, email, and cloud apps, the old on-premises Dynamics server powering your finances and operations may be wide open to attack. These legacy ERP systems, like Microsoft Dynamics…
Microsoft Dynamics can run smoothly on physical hardware, but that stability comes with hidden risks. The constant drain of hardware maintenance, exposure to on-premises cyber threats, and the limitations around scalability and upgrades all add up to a fragile foundation for such a critical system. That’s why more organizations are turning to Dynamics on Azure.…
For years, Microsoft Dynamics GP and SL have helped organizations run their businesses with confidence. They’ve supported finance teams, improved visibility, and kept operations running smoothly. But time changes things — and the reality is that the foundation these systems were built on is beginning to show cracks. If you’re still relying on GP or…
Enterprise resource planning was never meant to be passive. Many organizations still use ERP systems that only record transactions and reconcile work after the fact. These systems depend on manual effort to keep the business running. That approach no longer works. Talent shortages are a challenge. Compliance demands are rising. Real-time risk reviews are needed.…
Today, running your own security perimeter is no longer the safe choice. The economics have changed. The rules of governance have changed, too. What once felt like control now brings higher cost, more complexity, and greater exposure. Security is not judged by strong firewalls or written policies. It is judged by proof. Regulators, insurers, and boards now expect real-time evidence. They…
Background The J.G. Management Systems (JGMS) team works shoulder-to-shoulder with some of the world’s most respected government organizations such as Department of Energy, Department of Commerce, Department of Homeland Security, Department of Defense, Department of the Interior, Department of Agriculture—and excels at tackling the most difficult projects. A national award-winning firm, JGMS has over 20…
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…
Background When a management consulting firm first approached Velosio, manually driven processes hindered their ability to maintain the highest level of client care and professionalism. With an aging Microsoft Dynamics SL back-end ERP and NetSuite for CRM, the team resorted to sticky notes and Excel spreadsheets. There was little to no visibility into its consulting bench…
