Industry: Professional Services

Management Consulting Firm Nails Project Management with End-to-end Microsoft Solution

Learn More About Management Consulting Firm Nails Project Management with End-to-end Microsoft Solution

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…
Project team executing the project plan using a project accounting software.

Learn More About The Importance of Project Risk Management for A&E Firms

In the highly competitive A&E marketplace, knowing and anticipating a project’s expenses correctly provides a definite advantage when competing for a contract. But, even in the best of circumstances, cost estimating is complicated and there are myriad risks and uncertainties to consider. First, it’s important to understand the complexity of cost estimating. Companies should invest…
Coworkers Chatting

Learn More About Optimizing Project Accounting: A Game-Changer for Professional Services

Many professional services firms face challenges in delivering projects within the stipulated time and budget. Navigating intricate project structures often lead to issues in deriving precise estimates, budgets, and schedules. Missed communication can further escalate costs or introduce delays. To appease clients, some businesses might even offer discounts when projects face hitches. Ultimately, these hurdles…
supply chain risk assessment global suppy chain map with truck

Learn More About How Microsoft Copilot Helps with Supply Chain Risk Assessment

The global supply chain continuously evolves—striving to achieve the most significant advantages in efficiency, cost reduction, and customer satisfaction. However, it faces increasing complexities due to growing customer expectations, rapid market fluctuations, and a rising need for sustainable practices. Microsoft Copilot can assist in Supply Chain Risk assessment. Supply chains have been a prime area…
move beyond spreadsheets for your resource planning

Learn More About Move From the Spreadsheet to a Modern Resource Planning Tool

In the world of professional services, resource planning is crucial for the success of any project. Without proper planning, projects can quickly become disorganized, inefficient, and unprofitable. Yet, many firms still rely on outdated methods like spreadsheets for resource planning, which can lead to costly mistakes and inefficiencies. Moving on from spreadsheets and adopting modern…
Transformer Cubes

Learn More About Real Businesses Share Their ERP Success Stories

Too often, the ERP conversation focuses too much on high failure rates and lofty, but vague promises re: AI and automation, or the hidden power locked inside existing data sets. These tried-and-true bullet points strike the perfect balance between fear and possibility – aka they’re great for selling massively expensive enterprise software.  The problem is,…
work life balance

Learn More About Project Management: What Level is Right for Your ERP Project

Project management is a business. As in any business, to survive, there is a constant need to add new goods and services to reach a larger number of customers, to drive sales. There are project management courses and schools. Degrees can be earned in project management at many universities and through various project management groups.…