Overcoming Key Challenges for Consulting Firms

Unlocking Success: How We Help Consulting Firms Thrive

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Connected Sales Processes

Connected Sales Processes

New client acquisition is a critical component of growth. Standalone Customer Relationship Management (CRM) applications are inadequate. Extending CRM to include functionality to develop project estimates from templates, proposal generation, document management and eSign allows your sales team to remain in a single application to perform all their tasks. Applications like Dynamics 365 can help you:

  • Increase Efficiencies of Sales Activities: Providing a single application to manage your end-to-end sales processes increases accuracy, reduces manual entry, and enhances team collaboration.
  • Manage Opportunities as Projects: Layering the concept of projects into sales opportunities allows for the seamless transition from sales to delivery, eliminating duplicate entries and increasing the accuracy of knowledge transfer to project managers and consulting resources.
  • Forecast Revenue and Resource Demand: ‘Opportunity Projects’ provides the foundation for forecasting of pipeline revenue and resource demand from the integrated project quotes/estimates.
Expertise Spotlight

Expertise Spotlight

Our team of industry experts understands the unique challenges consulting firms face in client acquisition and retention. We’ll tailor the CRM solution that makes sense for your company to seamlessly integrate with your existing workflows, empowering your team to build stronger client relationships and drive growth.

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Enhancing Project Efficiency

Enhancing Project Efficiency

Manual tasks bog down project timelines, impacting client satisfaction and profitability. The challenge lies in streamlining processes to improve efficiency. Enterprise resource planning (ERP) solutions like Dynamics 365 can help you:

  • Automate Repetitive Tasks: Free up valuable consultant time for higher-level activities.
  • Integrate Key Data: Eliminate data silos and ensure everyone has access to the latest information.
  • Gain Real-Time Project Insights: Make informed decisions that keep projects on track.
Expertise Spotlight

Expertise Spotlight

Our team of certified consultants has extensive experience streamlining processes within consulting firms. We’ll configure the ERP and project accounting solution that best fits your company’s needs, optimizing workflows and maximizing project efficiency.

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Innovating to Stay Competitive

Innovating to Stay Competitive

Balancing innovation with cost efficiency. The challenge lies in developing new ideas that deliver value to clients without breaking the bank. Here’s how digital transformation services can help:

  • Leverage Emerging Technologies: Utilize cutting-edge solutions like Microsoft Copilot and productivity apps like Microsoft Power Platform to enhance service offerings and client impact.
  • Develop Cost-Effective Solutions: Find creative ways to deliver innovation without exceeding budgets with solutions like Microsoft Power Apps.
  • Stay Competitive in a Dynamic Market: Maintain a competitive edge by constantly evolving your service portfolio.
Expertise Spotlight

Expertise Spotlight

Velosio stays at the forefront of technological advancements. Our consultants deeply understand how these emerging technologies can benefit consulting firms. We’ll work with you to identify the most effective and cost-conscious emerging technology solutions to drive innovation within your firm.

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Adapting to Client Needs

Adapting to Client Needs

Evolving client requirements can derail projects. The challenge lies in adapting to change without sacrificing deadlines or project quality. Here’s how Dynamics 365 can help:

  • Real-time Project Visibility: Gain a clear understanding of project progress and identify potential roadblocks early.
  • Flexible Project Management Tools: Easily adjust project plans to accommodate changing client needs.
  • Maintain Clear Communication: Keep clients informed throughout the project lifecycle to minimize surprises.
Expertise Spotlight

Expertise Spotlight

Our team of experienced consultants has a proven track record of helping consulting firms adapt to evolving client needs. We’ll configure the project accounting solution that best meets your requirements, fostering effective communication and ensuring project success despite changing circumstances.

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Maintaining Profitability

Maintaining Profitability

Staying profitable requires careful attention to detail while juggling client relationships, project delivery, and resource management. The challenge lies in meticulous financial tracking to ensure project costs don’t outstrip revenue. Project accounting solutions like Dynamics 365 can help:

  • Detailed Financial Reports: Gain insights into project financials to identify areas for cost optimization.
  • Real-Time Budget, Expense, and Revenue Tracking: Maintain control over project finances and ensure profitability.
  • Data-Driven Decision-Making: Use financial data to make informed decisions about project resourcing and pricing.
Expertise Spotlight

Expertise Spotlight

Our team of industry experts possesses in-depth knowledge of project accounting best practices. We’ll help you select and implement the project accounting solution that makes the most sense for your business to streamline your financial tracking processes, providing the insights you need to make informed decisions and maximize profitability.

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Managing Increasing Project Complexity

Managing Increasing Project Complexity

As client relationships deepen and projects become more complex, managing them effectively becomes challenging. The solution lies in implementing advanced project management strategies. Here’s how Dynamics 365 can help:

  • Resource Allocation Tools: Effectively allocate resources to ensure the right people are working on the right tasks.
  • Enhanced Project Tracking: Gain comprehensive oversight of project progress and identify potential risks early.
  • Improved Project Visibility: Ensure everyone involved has a clear understanding of project goals and expectations.
Expertise Spotlight

Expertise Spotlight

Our team of certified consultants specializes in managing complex projects within the consulting industry. We’ll leverage the ERP and project accounting solution that best fits your company’s needs to create a customized solution that enhances your project management capabilities and fosters successful project delivery.

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Optimizing Consultant Utilization

Optimizing Consultant Utilization

Ensuring consultants are consistently billing at profitable rates is critical for financial health. The challenge lies in maximizing consultant utilization while avoiding burnout. Here’s how resource management tools within Dynamics 365 can help:

  • Monitor Consultant Utilization: Track consultant workload and identify opportunities for optimization.
  • Maximize Billable Hours: Ensure consultants are spending.
Expertise Spotlight

Expertise Spotlight

Our team of consultants understands the importance of optimizing consultant utilization. We’ll help you select and implement an ERP and project accounting solution that best works for your business and any additional tools to effectively manage your team’s workload, ensuring profitability and consultant well-being.

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Tech-Powered Consulting: Solutions to Drive Your Success

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Find Your Perfect Tech Fit

As your consulting firm grows and evolves, our industry experts are here to guide you through the complex world of technology solutions. We provide unbiased recommendations, ensuring that even if we don’t offer the perfect fit ourselves, you’ll receive the best solution for your firm’s unique needs. Our success is tied to your success, so finding the optimal solution is always our top priority.

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Unlock Your Digital Potential

Our digital transformation experts become your trusted partner, helping your consulting firm navigate the tech landscape and find the perfect solution, whether cloud, on-premises, or hybrid. We prioritize your success by managing the entire process, minimizing disruption and risk, unlocking your potential, and enabling your firm to thrive in the digital age.

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Turn Your Challenges into Wins

We are committed to guiding your consulting firm through its evolution, helping you navigate market changes and complexities accurately. Our strategy and transformation services focus on developing innovative strategies and turning challenges into opportunities for growth and long-term success.

What to Expect When You Work with Velosio

Book a Discovery Call

We’ll answer all your questions and ensure we are a good fit for your consulting firm’s needs.

Discover Your Tech Solution

If we’re a good fit, you’ll receive tailored technology recommendations from our team, along with a proposal outlining how we can help you achieve your goals.

Get Started

We’ll implement the technology solutions that best address your challenges and provide ongoing support before, during, and after implementation to ensure you maximize your investment. 

“Every person I’ve had the opportunity to work with at Velosio wants to understand the client journey so they can identify a more effective solution for us at every turn… oftentimes, they deliver something better than we envisioned, with greater efficiencies and more unique ways to display the information.”

Rebecca P. | IMS Legal Strategies

Why Working with Velosio


Over 30 Years of Experience Building Lasting Partnerships

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Building Long-Term Value for Consulting Firms

Velosio isn't just about implementing technology solutions. We are about building long-term value for our clients. We focus on developing solutions that grow with your firm, ensuring a strong return on investment.


Proven Track Rrecord of Success

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Driven by Success: 80% Referral Rate

More than 80% of our business comes from client and partner referrals. This reflects the trust and satisfaction our clients experience by partnering with Velosio.


Unbiased Recommendations and Perfect Fit

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Expert Tech Solutions Tailored for Your Firm's Unique Needs

Forget one-size-fits-all solutions. At Velosio, our team of industry experts prioritizes understanding your unique needs and challenges. We leverage our deep knowledge to recommend the best technology solutions, regardless of vendor bias, ensuring a perfect fit that empowers your firm to thrive.


We're Here for the Long Haul

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Your Long-Term Partner for Digital Success

We're Here for the Long Haul. Velosio goes beyond the initial implementation. We provide ongoing support and guidance to ensure you maximize the value of your chosen solutions. Our success is tied to yours, and we're committed to helping your consulting firm thrive in the digital age.

How We Have Helped Other Consulting Firms

Meet Our Leadership Experts

James Thomas
Director Project Businesses

Carrie Gabris
Practice Director, Microsoft Dynamics 365 Business Central

Sreepathy Nagarajan
Practice Director, Microsoft Dynamics 365 Finance & Supply Chain Management

Jason Wietharn
Practice Director, Microsoft Dynamics 365 Sales

Questions about Velosio? We Have Answers

1. What are the benefits of using Microsoft Dynamics 365 for consulting firms?

2. What if I'm not sure which Dynamics 365 solution is right for my firm?

3. Does Velosio offer any implementation or training services?

4. How can I learn more about Velosio's services?

5. What sets Velosio apart from other technology consulting firms?

Our Latest Recognitions

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