What if finance teams could spend less time reconciling spreadsheets and more time driving strategy? That’s not a hypothetical. It’s happening now. In our recent webinar, The Future of Finance: How AI Enhances Efficiency & Drives Growth, experts from Velosio and Microsoft unpacked how artificial intelligence — specifically Microsoft Copilot for Finance — is reshaping…
Artificial intelligence (AI) is rapidly changing how finance and operations leaders operate. During our recent webinar, Smarter Finance, Stronger Supply Chains, Velosio and Microsoft explored how Microsoft Copilot, AI agents and autonomous ERP systems are helping businesses work smarter, faster, and more strategically. Below are five takeaways from the session and how your organization can…
What is Field Service Management? “Field service management,” or FSM for short, is used in reference to field service philosophies, processes, and strategies — as well as the technologies used to execute them. That said, all aspects of FSM — people, policies, processes, tech, and on so on — support the same goal: delivering positive…
Salesforce Field Service and Dynamics 365 Field Service stand out as leaders in the crowded FSM landscape. Both are powerful, AI-driven FSM platforms that use big data to fuel service operations and drive customer outcomes. Both provide a unified workspace for managing customers, communications, service requests, and ever-changing schedules. And, both offer robust customization options,…
Organizations are investing more than ever in data and analytics, but are these initiatives delivering real value? Measuring success involves more than tracking ROI—it’s about defining what success means for your business and ensuring that your analytics initiatives align with that success and are making a meaningful impact. Here’s a quick guide with ideas on…
Background The ability to adapt and innovate in the rapidly evolving industry is crucial for a global IT leader. In October 2024, the organization attended a Copilot workshop with Velosio to explore features like automated meeting summaries, data analytics, and chatbot creation. Inspired by the session, they decided to implement Copilot to optimize meeting management,…
As noted by the Harvard Business School, digital transformation is no longer optional—it’s essential. As customer expectations change, businesses face mounting pressure to leverage emerging technologies—like artificial intelligence (AI)—to innovate and avoid falling behind. Thriving in the market today requires evaluating operational approaches, decision-making, and customer engagement. For many organizations, using AI for operations has…
In case you’re wondering, route optimization solutions and scheduling & dispatch software are technically two distinct types of tech. Route optimization is the process of determining the most efficient and cost-effective routes for field technicians or delivery personnel. It aims to minimize travel time, reduce costs, and maximize productivity by optimizing the sequence of stops…
Field Service Management (FSM) reporting software empowers organizations to leverage data for strategic, real-time decision-making across the entire business. This software centralizes and analyzes data on field operations, providing actionable insights that support everything from daily field operations to long-term strategic planning. Here’s a breakdown of how FSM reporting software works, what it offers, and…
