Professional Services
An ERP Specifically Designed for Professional Services Firms
Cloud Technologies Drive Innovation and Maximizing Results for Professional Services Firms
Your professional services firm’s success depends on how effectively and efficiently you manage projects and serve customers. Yet, many professional services firms struggle with siloed business systems and disconnected technology that keeps them from achieving their goals. Your firm may be facing common challenges in this space, including optimizing staff utilization, predicting cash flow and resource demands, managing project regulatory compliance, and responding to ever-higher customer expectations.
Streamlining Operations and Projects
Modern, connected cloud solutions provide an agile platform to transform operations by providing greater visibility across projects, streamlining resource management, improving utilization, and driving greater project profitability.
Velosio crafts Professional Service solutions built on industry-leading Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance and Operations, Microsoft Dynamics 365 Project Operations, and Microsoft Dynamics 365 CE. Our team of Professional Services consultants brings real-world experience combined with application expertise to your project, helping you select and implement optimal technology solutions that speed your time to value.
Software
Publishers
Software Companies Gain Project Development Agility with Microsoft and Velosio
Management Consultants
Optimize Productivity and Profitability with Advanced ERP for Management Consultants
Project-Based Companies
Deliver More Profitable Projects with Cloud-Based Tools, Technologies, and Services
The Industry Solution for Professional Service Firms
Successful, growth-oriented professional services firms use cloud solutions, including cloud ERP, explicitly designed for the professional services sector to better manage their business, provide increased value to their clients, and make faster, more informed decisions.
Professional services ERP solutions from Velosio capabilities include:
- Project Accounting
- Balance Capacity Against Demand
- End-to-End Cloud-based Project Management
- Time and Expense Tracking
- Invoicing and Revenue Recognition
- Advanced Project Forecasting
- Customizable, Role-Based Dashboards
Finding the right ERP and supporting technology for Professional Services firms is critical. Using our industry and solution expertise, Velosio can ensure your business management solution is responsive to the unique business requirements of your professional services firm.
Berkowitz Accounting Firm Improves Processes with Dynamics 365 ERP
Berkowitz Pollack Brant was outgrowing QuickBooks for financial management and encountered an inefficient process reconciling the systems each month.
BPB selected Microsoft Dynamics 365 for Finance and Operations to gain better financial control and to provide a 360-degree view of its client relationships and Velosio as its implementation partner.
“They were very responsive, answered all of our questions, made sure to check off all of our wants and needs, and were specific and diligent with the implementation information,” says Andy Advincula, CFO.
Our Latest Recognitions
Our Clients
An Essential Guide for the Modern Professional Services Firm
Professional services firms are at an inflection point.
New competitors, a rapidly evolving tech landscape, and the looming presence of uncertainty were already forcing firms to redefine legacy business models and processes. And then COVID hit and kicked things into high gear. Despite all the upheaval, services remain at the core of professional services businesses across the spectrum.
Read our essential guide for modern professional services to learn how your firm can stay ahead of these events.
Recent Insights
How Project Accounting Mitigates Risk for CFOs
When your business model consists of projects, financial accounting doesn’t reveal the full picture. By implementing project accounting, CFOs can gain insights that...
Read More
Balancing Resource Allocation: How VPs of Service Can Ensure Fairness
In a professional services firm, the effective allocation of resources is crucial for maintaining operational efficiency and maximizing client satisfaction. One of the...
Read More
How Project Accounting Drives Proactive Data-Driven Decisions
In today's fast-paced business landscape, organizations are increasingly relying on data-driven decision-making to stay competitive. While financial data has always played a vital...
Read More
What is the Professional Services Industry All About?
In this article, we’ll break down the Professional Services industry for you. Explaining where the industry is right now – and what that...
Read More
Move From the Spreadsheet to a Modern Resource Planning Tool
In the world of professional services, resource planning is crucial for the success of any project. Without proper planning, projects can quickly become...
Read More
The Benefits of Real-Time Project Accounting for CFOs
Both project accounting and financial accounting provide critical information for CFOs in professional services firms. The benefits of real-time project accounting may come...
Read More
The Benefits to Automating Project Accounting and Invoicing
Although most professional services firms don’t specialize in technology, a certain level of comfort with tech is necessary to run a business in...
Read More
How Cloud ERP Can Increase Margins for Service Companies
Is it time to modernize your ERP and move to the cloud? If you’re a professional services company, the answer is that if...
Read More