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Professional services firms succeed based on how effectively and efficiently they manage projects and serve customers. Firms face common challenges to maintaining healthy profit margins including utilization of staff, effectively managing project resources, regulatory compliance, and maintaining an optimal project portfolio. Many project-based firms struggle with siloed business systems and disconnected technology that keeps many from achieving their goals as the lack of visibility impacts every level of the business.

The solution?

Modern, connected systems that provide the end-to-end capabilities needed to make operational, tactical, and strategic improvements by providing greater visibility across the firm’s projects, financial metrics, and human resources.

How Velosio delivers growth to Professional Service Firms

Velosio offers Professional Service solutions built on industry leading Microsoft Dynamics 365 ERP systems, delivering business-class results for large, medium and small sized professional services businesses. If you are struggling with outgrowing your basic accounting solution, manually tracking information on complex compliance and revenue recognition for reports, or operating an on-premise enterprise ERP system, Velosio can deliver a modern, connected, complete, automated Microsoft solution so you can operate more efficiently and profitably throughout the Professional Services lifecycle.

Today, successful professional services firms use technology and ERP solutions designed specifically for professional services to better manage their business, provide value to their clients and make faster, more informed decisions in response to market changes. Velosio can help your firm:

Improve operations

Increasing efficiencies and improving productivity in project delivery and financial and human capital management across the entire enterprise to reduce costs and increase business agility.

Reduce costs

Getting the right information and resources to the right place at the right time while maintaining project budgets and schedules and increasing profitability.

Drive effective project and portfolio management

Efficiently and effectively managing projects, partners and the project portfolio.

Provide meaningful customer service and value-added services

Providing high levels of value-added services to customers and partners to drive differentiation and profitability.

The right Professional Services solution can help you address these challenges by streamlining business processes and proactively managing performance. With our industry expertise, Velosio can work with your team to ensure your system is responsive to the unique business requirements of your professional services firm across resource planning, contract management, collaboration and client portal solutions and project based accounting and financial reporting.

Explore our Professional Service Solutions:

For small and medium sized businesses:

Progressus for Dynamics 365 Business Central combines and automates financials.

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For large firms:

AXIO for Dynamics 365 for Finance and Operations is for large, complex businesses that have multiple entities, and/or international offices.

Learn more 

Berkowitz accounting firm


See how AXIO helped Berkowitz decrease time for month-end close by over 80%

Read the case study


Microsoft Dynamics 365 PSA

Microsoft Dynamics 365 PSA is for project-based companies that don’t require project accounting functionality.

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Worried about time to value when moving to your next ERP solution? This article has answers.