Tag: Case Study

Werner Gourmet Meat Snacks

Learn More About Werner Gourmet Meats’ Transformation Journey

Background Werner Gourmet Meat Snacks, a family-run business, embarked on a journey from its humble origins in the owner’s garage to a well recognized brand in the meat snacks market. Famed for their jerky, meat snacks, nuts, and candies, the Werner family has grown the brand to a national level. For three years, the company…
Microsoft Dynamics 365 Business Central and Greenhouse Grower Case Study

Learn More About Westerlay Orchids Blossoms Digitally with Velosio and Microsoft Dynamics 365 Business Central

Background A multigenerational family-run business headquartered in California, the team at Westerlay Orchids has a simple mission: to grow the most stunning and highest quality orchids. Westerlay’s path to producing some of the finest orchids available stretches back generations of horticulturists to the greenhouses of Holland. Company founder Joop “Joe” Overgaag was a greenhouse farmer…
Bonnie Plants

Learn More About Streamlining and Cost Saving via Strategic Microsoft 365 Licensing

Background Bonnie Plants, a major player in the horticulture business, recognized a need for cost-saving in their existing Microsoft 365 licensing structure. The company had previously adopted a top-tier Microsoft 365 licensing without a strategic assessment of its actual requirements, leading to inadvertent overspending. Every employee in the organization was equipped with an E3 license…
oil industry supplier

Learn More About Seamless Transition to Modern Communication

Background An oil industry supplier relied on an on-premises Microsoft Exchange server for its communication needs. However, the company recognized the limitations of this setup in terms of flexibility, scalability, and security. To meet the evolving demands of the industry, they sought to leverage cloud technology to enhance communication capabilities, ensure business continuity, and adhere…
Property Management Company Consolidates Tenants and Centralizes Microsoft Cloud Presence with Velosio Cloud

Learn More About Property Management Company Consolidates Tenants and Centralizes Microsoft Cloud Presence with Velosio Cloud

Background A renowned property management company known for its exceptional customer service and technological integration faced the challenge of hosting three separate Microsoft 365 tenants on GoDaddy. The limitations of the GoDaddy interface prevented the company from accessing the full range of features and functionality offered by Microsoft 365. Additionally, managing three tenants separately created…
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…
Columbia Machine Replaces Outdated CRM with Microsoft Dynamics Customer Engagement

Learn More About Revolutionizing Client Engagement: Columbia Machine’s Journey from Outdated CRM to Cutting-Edge Solutions

Background Founded in 1937 in Vancouver, Washington, Columbia Machine, Inc., is a worldwide leader in the design, manufacturing, and support of equipment for a variety of industries. Primary business units include Batching and Mixing Solutions, Concrete Products Equipment Solutions, Production Equipment Molds, Mechanical Palletizing Machines and Robotic Palletizing Solutions. Columbia Machine is one of the…
CRM to the Cloud Case Study

Learn More About Havtech Moves CRM to the Cloud and Integrates with ERP and Data Lake for Better Customer Experience

Background Established in 1983 and established in Columbia, Maryland, Havtech represents the most innovative HVAC equipment and building automation system for manufacturers serving both the commercial and industrial markets. This depth combined with expertise in energy efficient HVAC system design and green building methods allows them to offer cost-effective solutions that provide a low environmental…
Adobestock Scaled

Learn More About CertaPro Increases Staff Capacity with Express Microsoft Dynamics Business Central Implementation

Background Founded in 1992, CertaPro Painters® focuses on providing customers with an extraordinary experience. Whether that project is in a home or commercial property, what matters most is the client’s complete satisfaction. Everything they do, their whole reputation, is about ensuring a successful project for the customer. Business Challenges For a services firm like CertaPro,…