Client Overview Strabo Partners, a Microsoft partner specializing in Dynamics 365 Finance and Operations, was founded by solution architects that felt there was a better, different approach to implementations. Having been a part of the business software implementation industry for a number of years, they felt there was too much focus on hours billed and not…
Client Overview Since its establishment in 1956, Pelican State Credit Union has been committed to serving the financial needs of Louisiana residents and their families. Originally founded as the Department of Hospitals Credit Union in downtown Baton Rouge, Pelican State has grown to become Louisiana’s largest state-chartered credit union. Today, it serves over 50,000 members…
Client Overview Founded in 1984 in Pelham TN, Freedom Tree Farms, provides America’s largest retail corporations, fruit growers, top garden centers, wholesale nurseries, and more with numerous varieties of the highest quality bareroot and container-grown fruit trees and berry plants. The exception in the industry, Freedom Tree Farms grows buds, and grafts its trees on…
Client Overview McCutcheon Enterprises, Inc. (MEI) is a leading provider of waste management and regulatory support solutions. With a commitment to environmental stability and cost-effective project management, MEI sought to optimize its operations by consolidating its Microsoft 365 and Microsoft Dynamics 365 platforms. This case study explores the challenges faced by MEI, the solution implemented…
Client Overview DreamFields, the parent company of the popular cannabis brand Jeeter, began in California as a shared dream between three executives. With headquarters in Desert Hot Springs, CA, Dreamfields is constantly looking for ways to expand and improve upon the dream. DreamFields has teamed with the finest cannabis industry operators, partners, consultants, and professionals.…
Mounds of Paper An erosion control company was drowning in mounds of paper-based processes leading to inaccurate billing and payment delays. Every morning, paper-generated schedules were printed for foremen to take into the field and field work. They had to stop by the office, pick up work orders, load the necessary materials, and complete the…
Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing and scheduling its network of home healthcare licensed providers – including physicians (MD/DO), nurse practitioners, physician assistants, and medical technicians – with Salesforce. Approaching a hefty price increase from Salesforce, the company…
Growth and Change When a vehicle maintenance, repair and tire replacement organization approached Velosio for help, they had experienced tremendous change. They were bought by an equity firm and many key individuals departed the company who were superusers on its Microsoft Dynamics GP ERP solution. Moreover, the organization was growing at a rapid rate—organically and…
Expanding Into New Markets Requires New Innovations An original equipment manufacturer (OEM) primarily in the military space began to find more and more demand in the oil and gas industry where there’s need for engines that can be mounted on trailers. To balance their primarily military market presence with more industrial customers, this was very…
The company is adapting Dynamics 365 Marketing module to work better with its marketing team. “Integrated marketing was a solution Phillips didn’t know it needed, but once it saw what could be done, it wanted those additional tools,” Reeves says.
