Topic: Project Management Software

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…
Adobestock Scaled

Learn More About Major Forces Disrupting and Transforming the Professional Services Landscape

The forces transforming today’s professional services landscape are familiar ones. We’re talking digitization and the shift toward data-first business strategies. You know, those same disruptive forces redefining all sectors from manufacturing and retail to healthcare and tech. These disruptors may sound like old news, and in some ways, they are. But the reality is, things…
colleagues chatting

Learn More About Key Drivers in the Evolution of the Professional Services Industry

The professional services industry is undergoing a transformation driven by familiar yet powerful forces. These forces encompass digitization, the adoption of data-centric business strategies, the ongoing recovery from the COVID-19 pandemic, and more. These transformative elements, while well-recognized, are evolving at an unprecedented pace, affecting how professional services firms operate, make decisions, collaborate, and structure…
Power Platform Solutions for Professional and Field Service Companies

Learn More About Power Platform Solutions for Professional and Field Service Companies

In the evolving worlds of professional and field service industries, the need for agile, efficient, and integrated solutions has never been more pressing. Companies are seeking platforms that not only enhance their operational capabilities but also offer the flexibility to adapt to ever-evolving market demands. Enter the Power Platform – a holistic solution tailored to…
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…
Project team executing the project plan using a project accounting software.

Learn More About The Importance of Project Risk Management for A&E Firms

In the highly competitive A&E marketplace, knowing and anticipating a project’s expenses correctly provides a definite advantage when competing for a contract. But, even in the best of circumstances, cost estimating is complicated and there are myriad risks and uncertainties to consider. First, it’s important to understand the complexity of cost estimating. Companies should invest…
Coworkers Chatting

Learn More About Optimizing Project Accounting: A Game-Changer for Professional Services

Many professional services firms face challenges in delivering projects within the stipulated time and budget. Navigating intricate project structures often lead to issues in deriving precise estimates, budgets, and schedules. Missed communication can further escalate costs or introduce delays. To appease clients, some businesses might even offer discounts when projects face hitches. Ultimately, these hurdles…
Project management

Learn More About The Importance of Project Management Software in Field Service Organizations

All field providers should have some kind of project management solution in place.  By nature, running a service-based organization means monitoring and managing a ton of moving parts. You’re supporting customers and their assets. You’re balancing emergency services with scheduled maintenance. You’re managing a mobile workforce that relies on real-time information about jobs, inventory, and…