Velosio Case Studies

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...

Erosion Control Company Replaces Manual, Error-prone Processes with Streamlined Field Service Solution

Mounds of Paper An erosion control company was drowning in mounds of paper-based processes leading to inaccurate billing and payment delays. Every morning,...

Healthcare Company Replaces Costly Salesforce Solution with Microsoft Dynamics 365 Field Service for Improved Patient Care

Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing...

Equipment Manufacturer Upgrades to a Truly Modern Supervisory Control and Data Acquisition Systems

Expanding Into New Markets Requires New Innovations An original equipment manufacturer (OEM) primarily in the military space began to find more and more...

Phillips Corporation Modernizes Service Operations and Increases Revenue Using Dynamics 365 Field Service

Introduction Phillips Corporation sells and services industrial machinery used in metalworking and industrial operations. The company chose to modernize its legacy on-premises Microsoft...

AtriCure Builds a Unique Medical Device Management Solution With D365 Field Service

Client Overview As a leading provider of innovative technologies for the treatment of Atrial Fibrillation (Afib) and related conditions, electrophysiologists and cardiothoracic surgeons...

Midwest Industrial Supply Improves Inventory Accuracy, Boosts Productivity With Dynamics 365

Client Overview Midwest Industrial Supply (MIS) is a leader in dust control, soil stabilization, lubrication, and deicing products for transit, construction, and more....

Payment Processing Company Consolidates CRM Systems to Microsoft Dynamics 365 Customer Engagement

Benefits Brief Assist customers from any location and using any device Access one, 360-degree view of its customers Tight integration with its Microsoft...

Veseris Clears Up its Tech Environment by Moving to the Modern Cloud

Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from...

Cryogenics Manufacturer Improves Customer Service with Dynamics 365

Velosio Case Study: SHI Cryogenics Manufacturer Download “Cryogenics manufacturer streamlines product service by more than 75 percent” About the Company Sumitomo Heavy Industries, Ltd....

Schaeffer's - Investment Advisory Firm Builds Revenue with Dynamics CRM

Velosio Case Study: Schaeffer's Investment Research Download “Investment Advisory Firm Builds Relationships and Revenue” About the Company Schaeffer’s Investment Research is a privately held...

Rotex Global LLC - Industrial Machinery Manufacturer Gets Integrated International Solution with Dynamics GP & CRM

Velosio Case Study: Rotex Global LLC Download “Velosio Builds Robust ERP and CRM Solution for Rotex Global LLC” About the Company INDUSTRY: Dry Material...

Neundorfer - Pollution Control Equipment Company Eliminates Waste with Dynamics GP & CRM

In the early 1970s, with the passage of the Clean Air Act, electric utilities and companies in other heavy industries (like steel and...

Kay Holdings - Wealth Management Firm Reaches New Heights with Dynamics 365 for Sales

The Challenge: The World of Private Wealth Management Volatile With growing client needs and the rapid changes in the marketplace, Kay Holdings felt...

GSG - Public Affairs Leader Gains Visibility with Dynamics 365

Divisions, Inc. - Facility Maintenance Company Drives Efficiency with Dynamics CRM

Founded in 1999, Divisions Inc. has grown into the strongest, most capable manager of facilities maintenance in the industry. Its position as a...

Cincinnati Surgical - Improved Decision Making with Microsoft Dynamics GP

Since 1938, Cincinnati Surgical has been recognized as an industry leader in manufacturing high-quality surgical blades, scalpels, safety products, and operating room accessories....

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...

Columbia Machine Replaces Outdated CRM with Microsoft Dynamics Customer Engagement

Background Founded in 1937 in Vancouver, Washington, Columbia Machine, Inc., is a worldwide leader in the design, manufacturing, and support of equipment for...

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...

Streamlining Costs and Inventory Management: How Freedom Tree Farms Achieved Success with Velosio and Microsoft Technology

Client Overview Founded in 1984 in Pelham TN, Freedom Tree Farms, provides America’s largest retail corporations, fruit growers, top garden centers, wholesale nurseries,...

Erosion Control Company Replaces Manual, Error-prone Processes with Streamlined Field Service Solution

Mounds of Paper An erosion control company was drowning in mounds of paper-based processes leading to inaccurate billing and payment delays. Every morning,...

Healthcare Company Replaces Costly Salesforce Solution with Microsoft Dynamics 365 Field Service for Improved Patient Care

Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing...

Equipment Manufacturer Upgrades to a Truly Modern Supervisory Control and Data Acquisition Systems

Expanding Into New Markets Requires New Innovations An original equipment manufacturer (OEM) primarily in the military space began to find more and more...

Phillips Corporation Modernizes Service Operations and Increases Revenue Using Dynamics 365 Field Service

Introduction Phillips Corporation sells and services industrial machinery used in metalworking and industrial operations. The company chose to modernize its legacy on-premises Microsoft...

Global Strategy Group Tackles CRM, PSA and ERP in Modernization Project with Microsoft Dynamics

Client Overview Founded in 1995, Global Strategy Group (GSG) began as a Democratic polling firm operating predominantly in the New York market. Over...

AtriCure Builds a Unique Medical Device Management Solution With D365 Field Service

Client Overview As a leading provider of innovative technologies for the treatment of Atrial Fibrillation (Afib) and related conditions, electrophysiologists and cardiothoracic surgeons...

Firm Tackles Customer Management with Marketing Automation System

When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system....

Ornamental Plant Nursery Positioned for Success with Microsoft Dynamics 365 Business Central

Challenge A Canadian-based ornamental plant nursery found itself growing 20% year over year for more than 20 years. Previously, the organization was using...

Mike’s Carwash has a Clean Dynamics SL Lift and Shift to the Cloud

Client Overview Founded in 1948, Mike’s Carwash strives to offer its customers an exceptional experience, a superior carwash, and the best team members...

Midwest Industrial Supply Improves Inventory Accuracy, Boosts Productivity With Dynamics 365

Client Overview Midwest Industrial Supply (MIS) is a leader in dust control, soil stabilization, lubrication, and deicing products for transit, construction, and more....

Velosio Helps BGSF Deploy Technology to Get the Job Done

Client Overview Founded in 2007, BGSF’s foundations were laid when two light industrial offices were purchased by Taglich Brothers Private Equity Group. What...

Western Bankers Cashes in on a Successful Dynamics SL to 365 Business Central Cloud Migration

Client Overview Western Bankers is one of the largest banking trade associations and regional educational organizations in the United States. Headquartered in Sacramento,...

Give and Take with ERP Leads to Improved Processes and Lower Costs

Client Overview Westerlay Orchids produces and ships 4 million potted orchids throughout the western US from its 18 acres of greenhouses in Carpinteria...

Veseris Clears Up its Tech Environment by Moving to the Modern Cloud

Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from...

Micromeritics and Dynamics 365 BC -- The Right Platform, the Right Partner

Operating for more than 60 years, Micromeritics is today the world’s leading supplier of high-performance systems to characterize particles, powders and porous materials...

Gatsby Chocolate “Treats” Itself to New Streamlined Inventory Management System

The Search for a New and Better System Solution “The challenge lies with inventory management,” explains Matt Bouton, “as well as the integration...

United Plant Growers: Branching out Beyond Spreadsheets for Orders

Case Study: United Plant Growers (UPG) Engaging a Capable Partner UPG COO Kat Miller explains, “I define a partner as somebody that cares...

Insurance Company Takes the ‘Express Route’ in Migrating to the Cloud

Dynamics 365 Case Study: Home Abstract & Title Company Leveraging Technology In the introduction to their company on their website, Home Abstract &...

Global Strategy Group Better Serves Clients with a Modern, Comprehensive Business Management Solution

Municipal Corporation Improved Productivity Migrating from Dynamics SL to Dynamics 365 Business Central

Berkowitz Accounting Firm Improves Processes with Dynamics 365 ERP

Dynamics 365 Business Central: FLOCK Specialty Finance Implements a Flexible ERP for Financial Services Companies

McStain Homebuilders Increase Profitability with Dynamics SL ERP, Power BI and BuildTopia Integration

Azure Northwest Builds Foundation for Growth with Microsoft Dynamics SL for Homebuilding

Wingspan - Non-Profit Organization Extends Dynamics GP to Fit Business Needs

UniRush - Prepaid Debit Card Provider Saves Money and Time with Dynamics GP

Model Group - Dynamics GP to Syndicate Data and Connect Unique Real Estate Developer Systems

Stafast Products - International Manufacturer Streamlined Supply Chain with Dynamics AX Implementation

ShuBee - Professional Product Provider Unifies Systems with Dynamics GP

Sarnova - Medical Supply Distributor Drives Growth with an End-to-End Solution Centered Around Dynamics GP

Rotex Global LLC - Industrial Machinery Manufacturer Gets Integrated International Solution with Dynamics GP & CRM

Velosio Case Study: Rotex Global LLC Download “Velosio Builds Robust ERP and CRM Solution for Rotex Global LLC” About the Company INDUSTRY: Dry Material...

Rhenium Alloys - Refractory Metal Manufacturer Benefits with New Dynamics GP Partner

QSI - IT Consulting Firm Learns to Maximize Dynamics GP Capabilities

New Street Research - Optimized Client Tracking and Management with Dynamics 365 for Sales and Clickdimensions

ORR Safety - Safety Distributor Succeeds with Innovative Use of Dynamics GP

Neundorfer - Pollution Control Equipment Company Eliminates Waste with Dynamics GP & CRM

In the early 1970s, with the passage of the Clean Air Act, electric utilities and companies in other heavy industries (like steel and...

Nachurs Alpine - Liquid Chemical Manufacturer Gains Pipeline Visibility with Dynamics CRM

MD Complete - Skincare Company Streamlines Order Process with NetSuite

Maarel - Orchid Growers Drive Accuracy with Agriware

GSG - Public Affairs Leader Gains Visibility with Dynamics 365

Gorilla Glue - Velosio's Distribution Solution for Long-term Success

About the Company INDUSTRY: CPG Manufacturing & Distribution LOCATION: Cincinnati, OH SYSTEM: Microsoft Dynamics GP The Gorilla Glue Company is a manufacturer and...

FFR Merchandising - Velosio Streamlines Operations with Microsoft Dynamics NAV

Divisions, Inc. - Facility Maintenance Company Drives Efficiency with Dynamics CRM

Founded in 1999, Divisions Inc. has grown into the strongest, most capable manager of facilities maintenance in the industry. Its position as a...

Cumulus Media - Radio Broadcasting Company Cuts Costs By Moving Dynamics GP to the Cloud

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...

Successful Migration of Data and Users After Acquisitions Leads to Employee Satisfaction and Streamlined Systems at Strabo Partners

Client Overview Strabo Partners, a Microsoft partner specializing in Dynamics 365 Finance and Operations, was founded by solution architects that felt there was a...

Strengthening Security and Efficiency: A Microsoft 365 Migration Case Study

Client Overview For over 60 years, Pelican State Credit Union has provided financial services to individuals and their families throughout the state of...

Equipment Manufacturer Upgrades to a Truly Modern Supervisory Control and Data Acquisition Systems

Expanding Into New Markets Requires New Innovations An original equipment manufacturer (OEM) primarily in the military space began to find more and more...

Global Strategy Group Tackles CRM, PSA and ERP in Modernization Project with Microsoft Dynamics

Client Overview Founded in 1995, Global Strategy Group (GSG) began as a Democratic polling firm operating predominantly in the New York market. Over...

Moore’s Electrical & Mechanical Connects Their Entire Team with Teams, Microsoft 365 & Solver

Client Overview Founded in 1985 by Dale Moore, Moore’s Electrical & Mechanical Construction, Inc., offers complete Mechanical, Electrical, & Plumbing service from new...

Rudolph Libbe Group Successfully Converts 900+ Microsoft Office Users to the Cloud in its Largest IT Project to Date

Client Overview The Rudolph Libbe Group, (RLG) is a one-stop provider of construction and consulting services that range from site selection and financing...

Veseris Clears Up its Tech Environment by Moving to the Modern Cloud

Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from...

C.A. Short - Microsoft Cloud Helps Company Maximize Data and Security

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...

Successful Migration of Data and Users After Acquisitions Leads to Employee Satisfaction and Streamlined Systems at Strabo Partners

Client Overview Strabo Partners, a Microsoft partner specializing in Dynamics 365 Finance and Operations, was founded by solution architects that felt there was a...

Strengthening Security and Efficiency: A Microsoft 365 Migration Case Study

Client Overview For over 60 years, Pelican State Credit Union has provided financial services to individuals and their families throughout the state of...

Streamlining Operations and Enhancing Productivity: A Cloud Migration Case Study

Client Overview McCutcheon Enterprises, Inc. (MEI) is a leading provider of waste management  and regulatory support solutions. With a commitment to environmental stability...

Vehicle Maintenance Organization Supports Monumental Growth with Hosted Velosio Managed Care Solution

Growth and Change When a vehicle maintenance, repair and tire replacement organization approached Velosio for help, they had experienced tremendous change. They were...

Equipment Manufacturer Upgrades to a Truly Modern Supervisory Control and Data Acquisition Systems

Expanding Into New Markets Requires New Innovations An original equipment manufacturer (OEM) primarily in the military space began to find more and more...

Global Strategy Group Tackles CRM, PSA and ERP in Modernization Project with Microsoft Dynamics

Client Overview Founded in 1995, Global Strategy Group (GSG) began as a Democratic polling firm operating predominantly in the New York market. Over...

Digital Transformation: A Retrospective With Global Strategy Group

Mike’s Carwash has a Clean Dynamics SL Lift and Shift to the Cloud

Client Overview Founded in 1948, Mike’s Carwash strives to offer its customers an exceptional experience, a superior carwash, and the best team members...

Moore’s Electrical & Mechanical Connects Their Entire Team with Teams, Microsoft 365 & Solver

Client Overview Founded in 1985 by Dale Moore, Moore’s Electrical & Mechanical Construction, Inc., offers complete Mechanical, Electrical, & Plumbing service from new...

Rudolph Libbe Group Successfully Converts 900+ Microsoft Office Users to the Cloud in its Largest IT Project to Date

Client Overview The Rudolph Libbe Group, (RLG) is a one-stop provider of construction and consulting services that range from site selection and financing...

Veseris Clears Up its Tech Environment by Moving to the Modern Cloud

Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from...

C.A. Short - Microsoft Cloud Helps Company Maximize Data and Security

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...

Columbia Machine Replaces Outdated CRM with Microsoft Dynamics Customer Engagement

Background Founded in 1937 in Vancouver, Washington, Columbia Machine, Inc., is a worldwide leader in the design, manufacturing, and support of equipment for...

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...

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...

Successful Migration of Data and Users After Acquisitions Leads to Employee Satisfaction and Streamlined Systems at Strabo Partners

Client Overview Strabo Partners, a Microsoft partner specializing in Dynamics 365 Finance and Operations, was founded by solution architects that felt there was a...

Strengthening Security and Efficiency: A Microsoft 365 Migration Case Study

Client Overview For over 60 years, Pelican State Credit Union has provided financial services to individuals and their families throughout the state of...

Streamlining Costs and Inventory Management: How Freedom Tree Farms Achieved Success with Velosio and Microsoft Technology

Client Overview Founded in 1984 in Pelham TN, Freedom Tree Farms, provides America’s largest retail corporations, fruit growers, top garden centers, wholesale nurseries,...

Streamlining Operations and Enhancing Productivity: A Cloud Migration Case Study

Client Overview McCutcheon Enterprises, Inc. (MEI) is a leading provider of waste management  and regulatory support solutions. With a commitment to environmental stability...

Erosion Control Company Replaces Manual, Error-prone Processes with Streamlined Field Service Solution

Mounds of Paper An erosion control company was drowning in mounds of paper-based processes leading to inaccurate billing and payment delays. Every morning,...

Healthcare Company Replaces Costly Salesforce Solution with Microsoft Dynamics 365 Field Service for Improved Patient Care

Approaching a Salesforce Price Increase A leading provider of comprehensive health and wellness visits, advanced diagnostics and care management services was previously managing...

Vehicle Maintenance Organization Supports Monumental Growth with Hosted Velosio Managed Care Solution

Growth and Change When a vehicle maintenance, repair and tire replacement organization approached Velosio for help, they had experienced tremendous change. They were...

Equipment Manufacturer Upgrades to a Truly Modern Supervisory Control and Data Acquisition Systems

Expanding Into New Markets Requires New Innovations An original equipment manufacturer (OEM) primarily in the military space began to find more and more...

Phillips Corporation Modernizes Service Operations and Increases Revenue Using Dynamics 365 Field Service

Introduction Phillips Corporation sells and services industrial machinery used in metalworking and industrial operations. The company chose to modernize its legacy on-premises Microsoft...

Global Strategy Group Tackles CRM, PSA and ERP in Modernization Project with Microsoft Dynamics

Client Overview Founded in 1995, Global Strategy Group (GSG) began as a Democratic polling firm operating predominantly in the New York market. Over...

AtriCure Builds a Unique Medical Device Management Solution With D365 Field Service

Client Overview As a leading provider of innovative technologies for the treatment of Atrial Fibrillation (Afib) and related conditions, electrophysiologists and cardiothoracic surgeons...

Firm Tackles Customer Management with Marketing Automation System

When a bipartisan public affairs firm struggled to manage critical prospect and customer experiences, they knew that they needed a marketing automation system....

Digital Transformation: A Retrospective With Global Strategy Group

Ornamental Plant Nursery Positioned for Success with Microsoft Dynamics 365 Business Central

Challenge A Canadian-based ornamental plant nursery found itself growing 20% year over year for more than 20 years. Previously, the organization was using...

Mike’s Carwash has a Clean Dynamics SL Lift and Shift to the Cloud

Client Overview Founded in 1948, Mike’s Carwash strives to offer its customers an exceptional experience, a superior carwash, and the best team members...

Midwest Industrial Supply Improves Inventory Accuracy, Boosts Productivity With Dynamics 365

Client Overview Midwest Industrial Supply (MIS) is a leader in dust control, soil stabilization, lubrication, and deicing products for transit, construction, and more....

Moore’s Electrical & Mechanical Connects Their Entire Team with Teams, Microsoft 365 & Solver

Client Overview Founded in 1985 by Dale Moore, Moore’s Electrical & Mechanical Construction, Inc., offers complete Mechanical, Electrical, & Plumbing service from new...

Velosio Helps BGSF Deploy Technology to Get the Job Done

Client Overview Founded in 2007, BGSF’s foundations were laid when two light industrial offices were purchased by Taglich Brothers Private Equity Group. What...

Western Bankers Cashes in on a Successful Dynamics SL to 365 Business Central Cloud Migration

Client Overview Western Bankers is one of the largest banking trade associations and regional educational organizations in the United States. Headquartered in Sacramento,...

Give and Take with ERP Leads to Improved Processes and Lower Costs

Client Overview Westerlay Orchids produces and ships 4 million potted orchids throughout the western US from its 18 acres of greenhouses in Carpinteria...

Payment Processing Company Consolidates CRM Systems to Microsoft Dynamics 365 Customer Engagement

Benefits Brief Assist customers from any location and using any device Access one, 360-degree view of its customers Tight integration with its Microsoft...

Rudolph Libbe Group Successfully Converts 900+ Microsoft Office Users to the Cloud in its Largest IT Project to Date

Client Overview The Rudolph Libbe Group, (RLG) is a one-stop provider of construction and consulting services that range from site selection and financing...

Veseris Clears Up its Tech Environment by Moving to the Modern Cloud

Client Overview On January 1, 2020, Univar Environmental Sciences was acquired by AEA Investors, and became Veseris. With 400 employees, 10,000+ products from...

Dynamics 365 Finance for Specialty Vehicle Manufacturing - When Everything is Critical

Choosing Velosio and Dynamics 365 Finance when operational excellence is not an option When you see them screaming down the streets, sirens wailing,...

Micromeritics and Dynamics 365 BC -- The Right Platform, the Right Partner

Operating for more than 60 years, Micromeritics is today the world’s leading supplier of high-performance systems to characterize particles, powders and porous materials...

Gatsby Chocolate “Treats” Itself to New Streamlined Inventory Management System

The Search for a New and Better System Solution “The challenge lies with inventory management,” explains Matt Bouton, “as well as the integration...

United Plant Growers: Branching out Beyond Spreadsheets for Orders

Case Study: United Plant Growers (UPG) Engaging a Capable Partner UPG COO Kat Miller explains, “I define a partner as somebody that cares...

Insurance Company Takes the ‘Express Route’ in Migrating to the Cloud

Dynamics 365 Case Study: Home Abstract & Title Company Leveraging Technology In the introduction to their company on their website, Home Abstract &...

Irrimax Modernizes ERP and Supply Chain with Dynamics 365 Business Central

Preparing for Growth When David Meyer joined Irrimax as Vice President of IT in 2018, the company was poised to more than triple...

Cryogenics Manufacturer Improves Customer Service with Dynamics 365

Velosio Case Study: SHI Cryogenics Manufacturer Download “Cryogenics manufacturer streamlines product service by more than 75 percent” About the Company Sumitomo Heavy Industries, Ltd....

NWS Supports Growth with Microsoft Dynamics & Azure Cloud

Brotherhood Mutual Insurance Company Improves Sales with Dynamics 365

Global Strategy Group Better Serves Clients with a Modern, Comprehensive Business Management Solution

Municipal Corporation Improved Productivity Migrating from Dynamics SL to Dynamics 365 Business Central

Berkowitz Accounting Firm Improves Processes with Dynamics 365 ERP

Dynamics 365 Business Central: FLOCK Specialty Finance Implements a Flexible ERP for Financial Services Companies

McStain Homebuilders Increase Profitability with Dynamics SL ERP, Power BI and BuildTopia Integration

Azure Northwest Builds Foundation for Growth with Microsoft Dynamics SL for Homebuilding

C.A. Short - Microsoft Cloud Helps Company Maximize Data and Security

Yale-New Haven Hospital - Dynamics CRM to Increase Operational Efficiency and Prestige for Healthcare Providers

Wingspan - Non-Profit Organization Extends Dynamics GP to Fit Business Needs

Video Corporation of America - System Integrators Drive Project Management with Dynamics SL

UniRush - Prepaid Debit Card Provider Saves Money and Time with Dynamics GP

Triosim Corporation - Sales Team Gets All Customer Data with Dynamics 365 for Sales and Service