Velosio Recognized in Four 2023 Microsoft Partner of the Year Award Categories

Watch the Discussion | [58 Minutes | Published 11/5/2019]


“Why CFOs of Project-driven Companies are Ditching Traditional ERP”

A new generation of workers and buyers raised in a cloud-driven, mobile workplace are rewriting the playbook for services and project-driven companies. They expect better metrics, process automation and a truly customer-centric experience.  Still, over 70% of companies struggle with outdated business management solutions that are costly to maintain and anchor the organization to yesterday’s traditional ERP model. Watch here or read the transcript >.

No software demonstrations in this event, just an insightful moderated discussion focused on key areas important to anyone considering a next step forward or a complete digital transformation, including:

  • The “new norms” of doing business and how they may affect your future strategy
  • The good and bad from an actual buyer’s point of view
  • The immediate benefits of modern cloud systems and connected operations
  • Insights from your peers that will help your company compete more effectively





CFO Magazine Panel Discussion


About the Speakers

This interactive panel originally aired November 5th, 2019 on CFO Online.  The discussion includes perspectives from the CFO of a large, project-driven firm that chose to migrate operations to the Microsoft cloud, a 30-Year COO and a Solutions Architect that specializes in cloud solutions.  They share their own experiences and elaborate on why forward-thinking leaders are transforming operations to modern cloud-based business systems like Microsoft Dynamics 365.


James Thomas Velosio

James Thomas, Solution Architect


James Thomas is an entrepreneur, technologist and financial systems expert with over 20 years’ experience helping professional services companies across the globe to better leverage technology and improve business performance.

Andy Advincula, CFO

Berkowitz Pollack Brant

Andres (Andy) Advincula is Chief Financial Officer of Berkowitz Pollack Brant Advisors (BPB), one of the largest public accounting firms in South Florida and one of the top 100 firms in the United States.

Joe Longo Velosio

Joseph Longo, COO


Joseph Longo is the Chief Operations Officer at Velosio, responsible for a multi-disciplinary professional services organization with operations throughout the United States, Europe and India.


Research to Ditch Traditional ERP for Cloud


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