When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system. The firm had a vision for strengthening relationships while better supporting organizations seeking to influence and create opportunities in the public and private sectors. Velosio implemented Microsoft Dynamics 365 Marketing at the…
Project-driven organizations face a different set of challenges than other business models. Each project is unique and customized, and importantly, temporary. Elements of business that may be standardized and automated in other sectors are less predictable in project-driven businesses. Project-driven businesses likely use many more applications and third-party tools to estimate, define scope, and manage…
Today’s business landscape is treacherous. In order for professional services firms to thrive, they need information—up-to-the-minute, accurate data about what is happening and how it’s affecting the bottom line. One of the most crucial, but underutilized, tools among professional services is real-time data reporting. To say that the business world is volatile is nearly an…
Digital transformation is no one-size-fits-all affair. DX use cases, strategies, and processes vary dramatically between verticals — and these differences have major implications. In this blog post, we’ll look at digital transformation from the perspective of the different industries we serve.
Andrew Ho, Head of IT at Global Strategy Group, sits down with our host, Carolyn Norton, and a cohort of technology experts Ryhaan Gill, Lorna Link, Erica Ellis, and Keith Goedde as they discuss GSG’s transformation of their business systems. They’ll dive into what digital transformation meant to the business and get real about the highs and lows of change.
A long-time user of Microsoft Dynamics SL, Western Bankers learned that Microsoft would stop providing mainstream support of the product in 2023.
The team at RLG knew they needed to migrate their Productivity suite into Office 365 in the cloud. Learn how Velosio & RLG worked together to achieve this goal.
On the surface, many of the best professional services growth strategies seem more protective than proactive. That assessment isn’t entirely off-base. Becoming adaptive, agile, and adept at infusing data into every process, phase, product, and touchpoint allows firms to brace for impact and emerge from the next round of disruptions, disasters, and black swan events…
In today’s data-driven world, every business needs a smart strategy. But for professional services firms, intelligence is a critical success factor (CSF). Their “product” is a unique blend of insights and expertise, and their bottom line depends on delivering results that other firms can’t match. While human experts have always been the foundation of success,…
Forward-looking professional services firms are capitalizing on new opportunities to leverage technology to align around new needs and shift to outcome-based operating models, and deepen client connections. They understand that responding to new challenges isn’t really about data or algorithms, it’s about maximizing the resources they have to provide more value to the people they…
