ERP Designed for Management Consulting Firms

Optimize Productivity and Profitability with Advanced ERP Solutions for Management Consultants

Management consulting firms constantly face numerous challenges. First, there’s the age-old dilemma of optimally aligning staff while delivering projects on time and profitably. Second, non-billable administrative tasks like resource management, invoicing, and business planning consume time and add to overhead costs. Large, distributed groups of contributors, collaborators, and stakeholders make effective collaboration difficult. And disconnected business applications keep data in siloes, largely unavailable to decision makers. Fortunately, accessible and affordable technology can enable new efficiencies for management consulting firms like yours.

Modern, connected cloud solutions provide an agile platform to transform operations by providing greater visibility across the firm’s projects and financial metrics, streamlining resource management, improving utilization, and driving greater project profitability.

Velosio crafts Management Consulting solutions built on industry-leading Microsoft Dynamics 365 Business Central, Dynamics Advanced Projects, AXIO Advanced Projects, Microsoft Dynamics CE, Microsoft Power Platform, and Azure. 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.

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Microsoft Dynamics 365 Buyer's Guide for Professional Services

This guide will provide an overview of the entire platform and answer questions about features, selection, purchasing, implementation and support of the Dynamics 365 suite of solutions.

How Velosio Can Assist Your Management Consulting Firm

Solve Complex Business Challenges

Simplify Your Digital Journey

Cultivate Fresh Ideas and Innovation

Collaborate with Peers and Professional Services Experts

Realize Business Value Faster

Deliver More Profitable Projects
Improve Visibility and Controls
Adapt and Outpace Competitors
Operate More Efficiently

Management Consulting ERP Solutions

Successful, growth-oriented professional services firms use cloud solutions, including cloud ERP, explicitly designed for the management consulting sector to manage their businesses better, provide increased value to their clients, and make faster, more informed decisions. Professional services ERP solutions from Velosio include broad capabilities, including:

  • 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 consulting 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

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.

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