Improve Performance and Results

Grow your professional service business to new levels of productivity and performance with Microsoft business applications and Velosio. Connect your siloed systems and data. Create a single point of truth that provides the answers your employees need to deliver better service to your clients and more profitable projects for your business.

Velosio offers three solutions that leverage Microsoft Dynamics 365 and other technologies so you can operate more efficiently and profitably.

Progressus Professional Services Automation for Business Central

Company Size:

For small to medium-sized companies, generally with less than 150 employees

Compatible with:

Dynamics 365 Business Central

Recommended for:

Firms that bill for employee time, strive to maximize utilization, deliver projects on time and on budget, and optimize their project portfolio

Overview

Progressus is the central business application for project-based businesses. It combines PSA, CRM, ERP, analytics, collaboration, and productivity into one, completely cloud-based system.

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AXIO Professional Services for Dynamics 365 Finance and Operations (F&O)

Company Size:

For project-based businesses with more than 150 employees

Compatible with:

Dynamics 365 for Finance and Operations

Recommended for:

Firms whose employees’ time is the primary product, whose business is complex, and who have multiple entities or international offices

Overview

Dynamics 365 F&O with AXIO for Professional Services is a global business software solution for large, complex, project centric firms. It’s regulatory compliant and, because it is based on Dynamics 365 (F&O), it works like familiar Microsoft business applications.

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Microsoft Dynamics 365 for Project Service Automation

 
Company Size:

For small to medium-sized companies and larger companies with simple product distribution infrastructure

Compatible with:

Dynamics 365

Recommended for:

Project-centric firms that have relatively simple project delivery and don’t need to account for project costs separately

Overview

Microsoft Dynamics 365 for PSA features project functionality that helps project-based organizations deliver customer engagements on time and within budget through an end-to-end solution for sales, planning, resourcing, delivery, and billing.

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Here’s an article about a unique approach to delivering value faster with an accelerated deployment process. 

Processes Supported

Business and project management solutions including:

  •  Effective and Accurate Billing
  •  Resource Optimization
  •  Project and Delivery Optimization
  •  Project Portfolio Optimization
  •  Project Profitability Optimization
  •  Contract Management
  •  Compliance and Revenue Recognition
  •  Document Management
  •  Analytics and Reporting  
  • Effective Sales and Marketing
  • And more

Markets Served

A wide range of Professional Services firms from small growth firms to large enterprises with operations around the globe. Including…

  •  Accounting
  • Advertising and Marketing
  • Architecture and Engineering
  • AV System Integrators
  • Business Services
  • Consulting
  • IT Services
  • SaaS and Software
  • And more

The Power of Microsoft Cloud 

Leveraging Microsoft Dynamics 365, Microsoft Azure, Microsoft Power BI and Microsoft Office 365, any size firm can deploy a truly unified professional services automation software solution, providing robust functionality for every business function and employee role.

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A Guide to ASC 606 and IFRS 15

ASC 606 and IFRS 15 affects most service firms including accounting, engineering, technology and business consulting. Any service firm that accepts complex contracts for projects to be delivered over time needs to be compliant with IFRS 15 and ASC 606. Download the Guide

  ASC 606 and IFRS 15 guide

How Leading Professional Services Firms Improve Utilization

Utilization is THE factor determining profitability for professional services firms and project-based businesses. The major challenges to measuring and managing this key metric are caused by...

Blogs

Getting a Read on Utilization

In the world of professional service firms and project-based businesses, managing utilization is key to running a profitable business. In an earlier blog post we discussed...

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“Utilization” Is Not a Single Metric: The 3 Key Utilization Metrics

As a professional services firm or project-based business, there are two key factors to maximizing revenue – utilization and billing rate. While individual firms have some...

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Downloads


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...

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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...

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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...

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