Background A building materials distributor specializing in lumber, hardware, plumbing, and window products upgraded its out-of-date Microsoft Dynamics AX 2009 system to Microsoft Dynamics 365 Finance but needed to replace manual processes in supply chain management too. After reviewing several Microsoft partners, they chose Velosio based on its expertise in distribution and supply chain management. The…
Microsoft Dynamics NAV–formerly Navision–has been in the ERP game since the early 1980s. Dynamics NAV began as a suite of accounting tools, originally developed by a Danish company and acquired by Microsoft in 2002. After two decades and countless upgrades, NAV is a flexible system that can adapt to a variety of industries and use…
Microsoft Dynamics SL has served project and service-based SMBs for 40+ years. In a lot of ways, it’s still a solid product–made to address the unique challenges consulting firms, construction companies, and professional service orgs face day-to-day. Inside, you’ll find a suite of modules for things like project accounting, supply chain management, and complex financials.…
For businesses using Microsoft Dynamics GP, the conversation around modernization and cloud migration is becoming more urgent. With Microsoft’s recent announcements on GP’s end of life and the shift towards Dynamics 365 Business Central (D365 BC), many organizations are evaluating their options. While GP has been a reliable on-premises ERP system, its limitations in scalability,…
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…
The lifecycle of software is a critical aspect for businesses relying on technology solutions like Microsoft Dynamics SL. With Dynamics SL 2018 transitioning from Mainstream Support to Extended Support in January 2024, it’s essential for users to understand what this change entails and how it impacts their business operations. This shift marks a significant milestone…
An accurate budget is the basis of effective business management. Today, most companies prepare a financial budget. Some build budgets at an extremely high level (e.g., sales, cost of sales and expenses), others build a detailed budget (e.g., sales detail by type, expenses by department, capital spending, projects). Companies may also budget the Balance Sheet…
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…
