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Today’s Workplace Runs on Teamwork

With the right tools, teams are more productive, more profitable, and more engaged. Download the infographic to learn how to better engage employees and promote effective collaboration.
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The Evolution of a Business System Hairball…and How to Avoid it

As heavy equipment and truck dealerships grow and evolve, they add software and systems to manage departments, automate processes and provide insights into operations. However, the result is frequently a “hairball” of disparate systems, loosely connected with glitchy integrations—sometimes referred to as “bailing wire and bubblegum.” These disconnected systems prevent end-to-end visibility that empowers employees…
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Crushing the Four Barriers to Dealership Growth

Starting a dealership can be hard; growing it can be even harder. Poor customer data, manual or broken processes, and lack of end-to-end visibility empowering employees to make insightful decisions are common themes impacting dealership growth. These barriers hurt sales, cost money and create risk. Download our white paper to learn more about these four…
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Global Pressures in the Fresh Produce Sector

The Fresh Produce sector is facing challenging times, with reducing prices, increasing costs, scarcer resources and increased legislation. In some countries, crops remain unpicked driving the larger growers to think of ‘upping sticks’ and relocating… not just to the next state but sometimes the next continent. Pepper growers in Texas are moving production to Mexico.…
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SalesConnect: Artificial Intelligence Makes CRM Work

Built on Microsoft Dynamics 365 for Sales, SalesConnect leverages Artificial Intelligence and the power of the Microsoft Intelligent Cloud to make CRM work for executives, managers, and sales teams. SalesConnect simplifies the CRM experience and provides everyone in the organization a revolutionary level of clarity, transparency, and confidence in customer information, opportunity and pipeline status,…
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Advanced Project Setup with Progressus Software

View and monitor projects with customizable project number creation, apply previous project plans or defined templates with a fully user-configurable library, design projects to fit the way you do business with a flexible project and task structure, integrate accounting and projects to a single system, and more with Progressus Project Setup. Download the Fact Sheet…
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Project Time and Expense with Progressus Software

Track project labor and expenses effectively, access desktop, tablet, and mobile device time and expense entry, quickly monitor time sheets and securely impersonate users, empower employees with an intuitive interface, and more with Progressus Project Time and Expense Software. Download the Fact Sheet to learn more.
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Resource Management with Progressus Software

Define resources and skills, set up individual forecasts to measure performance against the budget, bill customers for multiple projects with one invoice, record items or inventory against the project, and more with Progressus Resource Management functionality. Download the Fact Sheet to learn more.
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Project Cost Tracking with Progressus Software

Gain control over project costs, monitor project status, enhance project collaboration, improve project productivity, gain instant expense visibility, and shorten billing cycles with Progressus Cost Tracking Software. Download the Fact Sheet to learn more.
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Project Budgeting with Progressus Software

Track your budget effectively, copy budgets, update statistics with unlimited budget revisions, increase estimating accuracy, and easily generate sales orders with a seamless integration to Quotes with Progressus Project Budgeting. Download the fact sheet to learn more.
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End-to-end Solution for Heavy Equipment and Truck Dealers

Velosio DMS is an end-to-end, cloud-based, full service solution designed specifically for Heavy Equipment and Truck Dealers. It integrates two best in class applications: NetSuite – the leading cloud-based ERP solution and Advectus. Our Dealer Management Solution for heavy equipment dealers is powered by NetSuite. The cloud DMS modernizes the customer experience and optimizes sales,…
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Thrive in the Digital Age with Dynamics in the Cloud

Dynamics in the Cloud Establish the flexible, secure foundation to build for the digital future by moving your on-prem financial management system —Microsoft Dynamics GP, NAV or SL—to Microsoft’s Azure cloud. Microsoft Azure hosting sets your business up to deliver modern workplace experiences, capitalize on the power of data and take full advantage of emerging…
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TrueCommerce Transaction Manager for Dynamics GP

TrueCommerce Transaction Manager™ for Microsoft Dynamics GP makes it easy and affordable to comply with your trading partners’ EDI requirements while increasing efficiencies within your business. This end-to-end, certified for Microsoft Dynamics solution includes everything you need to streamline and automate order processing so you can fulfill orders faster and with improved accuracy. The easy-to-use…
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SalesPad Desktop Inventory Management Solution

Cost Effective Whether you’re a small business looking for a more affordable way to employ Microsoft Dynamics GP or your company is outgrowing the functionality of Dynamics GP and needs to expand its capabilities, SalesPad Desktop is elegantly designed to fit your needs. Flexible A wide array of tools allows you to configure the software…
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ReQlogic Functionality, Features, and Integrations

Core Functionality ReQlogic provides features to enhance and automate processes including requisitions, invoices, expenses, timesheets and more.   Solution integrations Certified for Microsoft Dynamics Microsoft Dynamics GP Microsoft Dynamics SL Microsoft Dynamics NAV Microsoft Dynamics AX And many other integrations Download the complete feature sheet to learn more about the core functionalities and other features,…
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KwikPayables for Dynamics GP

Are you papering over an accounts payable process problem? KwikPayables solves the most pervasive problem faced by your A/P department—the out-of-control flow of email, paper and electronic quotes, orders, invoices and receipts. Without A/P automation, you’re wasting time and money while creating unnecessary compliance and audit risks. The average cost of manually processed invoices is…
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RED ONE: End-to-End Solution for Restaurant Equipment Distributors

RED ONE powered by NetSuite is an end-to-end, cloud-based, full service solution for Restaurant Equipment Distributors. It integrates two best in class applications: NetSuite – the leading cloud-based ERP solution and AutoQuotes- the leading solution for configuring, pricing, quoting (CPQ) and cataloging for foodservice equipment and supply (FES) companies. The cloud solution for restaurant equipment…
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One Platform — One CRM Partner

Don’t settle for a standard CRM solution. To drive growth, efficiency and profitability, a CRM solution needs to work the way you work — tailored to your needs and integrated with your other systems and applications. Microsoft Dynamics 365 for Sales does exactly that for companies like yours worldwide. And with a custom Dynamics 365…
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Stratos Private Cloud for Microsoft Dynamics ERP

A private cloud ERP deployment may be among the best ways to lower upfront costs, reduce dependency on your internal IT department, reduce your total cost of ownership, and enable the flexibility and scalability to grow your organization efficiently. Velosio offers clients a new way to implement business management software solutions – Stratos Cloud Solutions.…
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Protect Profits with the Velosio Credit Management Module

Slow paying clients cause an organization major issues. Best practice credit control management ensures the business maximizes profit. The Velosio Credit Management System is a powerful credit management solution providing advanced features to enable credit managers to reduce bad debts and improve cash flow. Built in Microsoft Dynamics AX 2012 R3 and integrated with accounts…
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End-to-End Process Manufacturing Solutions

In order to stay competitive and profitable, you need a centralized system that improves production efficiency and allows your front office and production facility to communicate better. Extend your process manufacturing solution further with a partner you can trust. Velosio’s Process Manufacturing solution handles all of the industry and accounting functionality you need. We provide…
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The Velosio Partner Alliance

The Velosio Partner Alliance allows Microsoft Dynamics ERP and CRM Partners in North America to tap into deep resources and subject matter experts across our network of corporate and partner offices, increasing the value they can deliver to clients. Officially endorsed by Microsoft to deliver support to affiliated Dynamics Partners and Sales Affiliates through its…
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Expectations and Reality for ERP Implementation

According to Panorama Consulting Solutions’ 2015 ERP Report, “the majority of organizations report extended implementation durations and over-budget projects.” Velosio’s AXIO solution, by contrast, leverages our RightPath methodology through Micosoft Lifecycle Services – reducing risk with turnkey templates and workflows based on industry best-practices for a smoother implementation. Download the infographic to learn more about…
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2 Hours and 2 Days to Guaranteed CRM Success

Of the top two CRM choices (according to Gartner), Microsoft Dynamics 365 for Sales is more flexible and lower cost. And based on our more than 30 years of CRM experience, Velosio SalesExpedite can get you up and going with a successful Dynamics 365 for Sales implementation with less investment in time and cost than…
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Intelligent Connections Drive Business

Velosio SalesConnect 365 crawls your company’s email and calendar system, intelligently searches and retrieves all useful data about your customers and prospects, organizes the information in Dynamics 365 for Sales, and presents that information as actionable knowledge you can use to improve close ratios, create more opportunities, and drive more revenue. Your sales and customer…
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Your Solution in the Cloud: Stratos A365 for NAV

Like most businesses today, your business systems are the lifeblood that keep your people, your suppliers, and your customers connected. More and more of those systems are working 24/7/365 with demands for accessibility by an increasingly mobile workforce. Yet, most small and medium sized businesses struggle with how to keep up those demands and the…
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AXIO Core Financials: Global, Comprehensive Operational Control

AXIO Core Financials for Dynamics 365 Finance and Operations, Enterprise Edition streamlines deployment for global companies who have multi-entity, multi-currency, multitaxation and multi-language requirements. Our global financial solution spans all the important financial processes in your firm – accounts receivable, accounts payable, general ledger, fixed assets and banking – to give you unparalleled insight and…
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Revenue Management: Effective Management of the Contract Lifecycle

As part of Velosio’s commitment to providing solutions and services to help professional services firms meet their organizational goals, we’ve extended Dynamics 365 Finance and Operations, Enterprise Edition with broad and deep functionality built specifically to address the needs of project based companies. Our Contract and Revenue Management Module effectively handles all aspects of contract…
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Rapid Deployment and Adoption for AXIO Solutions

ERP software serves as the focal point for managing all important aspects of a business and your chosen partner should have ideas and solutions to help you leverage ERP for your business. Velosio delivers the experience, tools and resources to ensure your enterprise software implementation goes as planned, on-time and on-budget. AXIO solutions, based on…
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AXIO ProServ: New Levels of Operational Control for your Project-based Business

AXIO Professional Services for Dynamics 365 for Finance and Operations, Enterprise edition is an end-to-end business management solution for mid-sized to multi-national project based businesses. Our solution incorporates the power of Dynamics 365 for Finance and Operations, Enterprise edition and AXIO resource management, project management, marketing, human capital management, and financial management to deploy a…
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How Flexibility and Speed Can Give Professional Services Firms a Competitive Advantage

Organizational agility — defined loosely as a combination of flexibility, nimbleness, and speed—is increasingly regarded as a source of competitive advantage in today’s fiercely competitive and fast changing markets. The ability to transform information into insight in response to market changes is critical to success. Companies who want to compete successfully in the global marketplace…
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Four Key Principles for Sales Success with Empowered Customers

In today’s market, customers are empowered with a great deal of information before they ever talk to a sales rep. With this body of knowledge, they expect much more from their sales experience than ever before. Rising customer expectations are making it an imperative for sales teams to meet the challenge and add value to…
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Professional Services: How Does Your ERP System Measure Up?

Regardless of location, size or industry, most companies face unparalleled pressures in today’s fast moving marketplace. Continuous change is increasingly the new normal rather than the exception. The same forces that have disrupted so many businesses, from manufacturing to publishing, are creating challenges and driving change in professional services. Professional services organizations that are best…
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Plan to Profit: A Better Approach

Most would agree that you cannot, or should not, drive your car by looking in your rear view mirror. It is much safer and wiser to look forward and to focus on where you are heading or where you need to go. If we drive simply by looking through the rear view mirror, our journeys…
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Modern Airport, Modern Tools: Improve the Financial Management of Your Airport in 5 Easy Steps

Airport accounting departments are typically asked to do the impossible: with ongoing budgetary constraints on new information systems, they nonetheless face increasing demand for information from management. The tools they have to work with? Often, it’s the basic accounting packages not designed specifically for airport financials, like Simply Accounting, QuickBooks or similar packages. These solutions…
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Microsoft Dynamics NAV for Warehouse Management

As warehousing and distribution channels grow increasingly complex, efficient management of the supply chain becomes even more critical to profitability and customer satisfaction. Manufacturers and distributors need an integrated business and warehouse management solution that can connect information from across the organization and increase visibility throughout the supply chain. Companies need to streamline processes, reduce…
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Increase Profitability with the Right Mix of Projects and Resources

The most successful organizations are going to be the ones that find ways to differentiate themselves. Projects are the life-blood of professional services firms and these firms are increasingly recognizing that portfolio and resource management can help them make the decisions that will set them apart from their competitors. Maximizing the productivity of their most…
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Top 5 Critical Principles for Financial Management

Dynamic, fast-growing organizations must develop financial management solutions that can quickly adapt to their changing business needs while helping them reduce costs, make smarter decisions, and continuously innovate. Financial success for a business consists of maintaining a strong cash position, building a healthy balance sheet and sustaining profits. However, these things don’t just happen. They…
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5 Financial Metrics to Live By

Statistics suggest that 50 percent of new businesses will fail within their first five years of operation, and a whopping 70 percent will not last 10 years. While there are many challenges businesses must overcome as they grow, maximizing your financial assets is at the top of the list. In today’s markets, it’s tough enough…
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Five Ways to Improve Your Supply Chain

The distribution industry has changed a great deal over the past several years. Generational issues have led to consolidation. The web has forever changed information sourcing and is revolutionizing the purchasing function. Millennials are joining the distribution industry, margin erosion is continuing and customers demand a higher level of service. Overcoming these challenges is really…
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e-Procurement as a Strategic Advantage

As the economy becomes increasingly competitive, sustaining competitiveness and profitability requires organizations to focus on product innovation, higher quality, and faster response times, all of which must be delivered at the lowest possible cost. For many manufacturing and wholesale distribution organizations, this focus falls squarely on an effectively managed supply chain. Firms with the most…
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Are Your Systems Ready for Global Expansion?

Pressures to exploit new markets and reduce costs are the top two key drivers for companies in making the decision to “go global.” The Internet, global supply chains, new markets, and access to new labor pools make going global a necessity for many companies. However, globalization does not just happen by accident and the business…
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AEC Project Estimating and Risk Management

In the highly competitive AEC 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…
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How Does Your ERP System Measure Up?

Growing companies have a laser focus on managing growth while maximizing profits. Key metrics tend to revolve around boosting productivity, reducing costs, and achieving greater competitive advantage. With these objectives in mind, this checklist outlines key ERP system requirements that help growing companies realize a significant impact on the bottom line. The checklist is segmented by…
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Subcontractor Management for Engineering Companies

Subcontracting work to qualified partners continues to be an effective strategy for companies who have insufficient resources or expertise in a specific area. Subcontracting in the architecture, engineering and construction (AEC) industry has greatly increased in recent years. Technology, size, and scale of projects are tending to be larger and more complex. As a result,…
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Top Three Risks of Using Spreadsheets to Manage Your Business

As accounting standards and regulations change, businesses need to be able to adapt quickly. Antiquated financial management tools such as accounting spreadsheets and QuickBooks can lead to errors and inefficiencies that will trickle down to stakeholders and investors, causing significant impact on a company’s value. Enterprise resource planning (ERP) tools are readily available and increasingly…
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Turning Your Services into Products

Professional services clients lean on their partners to help them solve some of their toughest challenges. What is driving service productization? When contracting for a service engagement, clients are often taking a big leap of faith due to the fact that the very nature of services makes them difficult to comprehend — they are intangible…
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Customer Expectations are Evolving — Are You?

Today’s digital world is progressively changing the way that clients interact with professional services firms. Client expectations are shaped by day-to-day consumer experiences where immediate responses and on-demand self-service access to information is the norm. Now more than ever, building trusted relationships and maintaining a solid reputation depends on delivery of outstanding and increasingly distinctive…
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Your Guide to Better Business Analytics with Business Intelligence Tools

There are many interpretations of what BI (Business Intelligence) really is and the benefits that it can deliver for a business. It can be described several ways, but here are a few our favorite definitions: “The process for exploring and analyzing structured, domain-specific information to discern business trends or patterns thereby deriving insights and drawing…
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The Franchise CFO’s Guide to Centralized Financial Management

Franchise CFO’s battle a long list of unique challenges. Managing day-to-day financial operations is difficult enough, but with a complex, multi-entity, multi-location structure, visibility can get cloudy, fast. This eBook will help you understand how to: Improve visibility across the franchise Automate operations and workflows Optimize data flow through integration Streamline purchasing and invoice processing…
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Are You a Modern Distributor?

The distribution industry has changed a great deal over the past several years as more companies use the internet to gather information about products or to buy from online resources or directly from manufacturers. As a result, distributors have had to provide short lead times and more value-added services to attract and retain customers than…
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