The lifeblood of Project-based services firms like Consulting firms and IT services firms are its skilled resources. Therefore, maintaining optimum utilization is key. These resources are a great example of a ‘knowledge worker’. Their value is derived from their skills. Maintaining and increasing their skills is essential and directly impacts their ability to generate revenue…
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Draft a Winning Proposal with Copilot for Word Learn how Microsoft Copilot can help you craft professional proposals quickly and efficiently. In this video, we walk you through the process of using Copilot to generate, edit, and share high-quality proposals without the hassle. Additional Demos You Might Be Interested In Analyze a Dynamics 365 Financial…
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Plan and Execute a Team Project in Microsoft Teams With Microsoft Teams, you can bring everything together in one place—tasks, files, notes, and discussions. In this video, we’ll walk you through how to set up a seamless project workspace in Teams, ensuring your team stays on track and organized throughout the project lifecycle. Additional Demos…
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Background The Mascot, in Glennville, Georgia, had a humble beginning in 1955 as a roadside tourist stop and gas station, catering to those traveling to and from Florida on the once busy Highway 301. Mills started shelling pecans by hand and putting them in bags for tourists. Customers were soon calling back and asking for…
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Endless email chains, misplaced files, and slow response times can bog down productivity. Thankfully, SharePoint and Microsoft Power Automate offer a streamlined solution for automating the document approval process. In this guide, we’ll walk you through setting up a document approval workflow in SharePoint using Power Automate. Why Automate Document Approvals in SharePoint? An automated…
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Build an Employee Resource Hub in SharePoint An Employee Resource Hub in SharePoint gives your team a single, reliable place to find policies, tools, and company updates, simplifying communication, supporting self-service, and keeping everyone on the same page. In this demo, we’ll cover how to build one for your organization. Additional Demos You Might…
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Economic uncertainty has always been a catalyst for reevaluating priorities, and IT budgets are often among the first areas to face scrutiny. Yet, in an era where technology drives innovation, efficiency, and competitive advantage, strategic IT investments can help organizations weather economic turbulence and emerge stronger. In this article, we’ll explore how to prioritize your…
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Background Since 2004, an emergency medical services organization has used a highly customized version of Microsoft Dynamics GP, with many ISV’s and standalone applications. Over time, GP was no longer managing the organization’s highly complex pricing, rebates, and commission processes with large volumes of transactions, and did not provide them with an enterprise-wide data and…
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Background: In October 2024, a construction equipment services organization joined Velosio’s Microsoft Copilot workshop, where they explored features like automated meeting summaries, PowerPoint creation, and chatbot development with Copilot Studio. Impressed by its capabilities, they implemented Copilot across their organization, focusing on meeting management, data analysis, and document creation. Meeting summaries and action items generated…
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