Operational efficiency is no longer limited by effort, talent, or intent. It is constrained by architecture. Many organizations still rely on legacy systems that run the business reliably but operate in isolation, creating friction, manual work, and delayed insight. Traditional lift-and-shift migrations promise relief, but too often they simply relocate complexity without resolving it. The…
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Background A leading provider of healthcare technology solutions for behavioral health and human services providers encountered communication barriers with outdated phone systems from legacy virtual phone software, 8×8. The limitations of unintegrated calling with their old provider, complex licensing, and inefficient call management were impeding their operational efficiency and growth. Solution Recognizing the need for…
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The backbone of your business is your ERP and CRM solutions. They help your team access critical information, place orders for customers, control inventory and production, manage finances, and much more. Whether you’re a small startup or a large enterprise, having a support plan for Dynamics 365 is not just a luxury; it’s a necessity.…
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It takes a rock-solid ERP strategy to maximize the value of this high-stakes investment. A strong ERP strategy not only ensures a smooth implementation, it also enhances operational efficiency, improves decision-making, and drives growth. Unfortunately — building such a strategy is neither easy nor intuitive. This process involves a ton of careful planning, strong, cross-functional…
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In our How to Build and Maintain an Effective Budget post, we discussed how to build a budget using your ERP’s budgeting functionality combined with Excel worksheet templates and ERP file import. Most companies today prepare some sort of financial budget. Budgets can be built at a very high level (Sales, cost of sales and…
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COLUMBUS, OH — August 7, 2023 — Velosio, the premier cloud applications partner for midmarket companies, proudly announces its selection as the recipient of the Top Solver Cloud Volume Partner & Top Cloud Migration Partner. This accolade recognizes Velosio’s exceptional performance in delivering successful corporate performance management and cloud migration services to their clients.  The…
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Most companies today prepare some sort of financial budget. Budgets can be built at a very high level (Sales, cost of sales and expenses), or built-in detail (sales detail by type, expenses by department, capital spending, projects). Some companies also budget the Balance Sheet to be able to prepare budgeted cashflow statements. Company budget preparation…
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When your retired legacy server reaches end-of-life status, it’s critical to secure the sensitive files and data on those servers. But it’s neither practical nor cost-effective to purchase and maintain new on-premises servers. As you consider your alternatives, it’s vital to find a secure environment to prevent data leaks that could harm your brand and…
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There are many good reasons to move from another CRM solution to Microsoft Dynamics 365 Customer Engagement (we outline eight of them in this article). Whatever your reasons are to begin data integration, it makes sense to research the process before you begin to ensure you’ve thought of everything. It’s been said that intelligent people learn from other…
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