On-Time and On-Budget – Every Time

Deliver More Profitable Projects with Cloud-Based Tools, Technologies, and Services

Running a project-based business is filled with challenges and complexities. Operations may include hundreds or even thousands of billable resources that often span multiple time zones, entities, geographical boundaries, service lines, and distinct client segments. Large complex projects measured in milestones can run for months and years and are measured in utilization, profitability, client experience, and process alignment.

While the challenges and complexities are real, the right software and technology services platform can help project-based companies simplify and streamline project management and turn the challenges into opportunities.

Velosio crafts solutions for project-oriented companies built on industry-leading Microsoft Dynamics 365 Business Central, Dynamics Advanced Projects, AXIO Advanced Projects, Microsoft Dynamics CE, Microsoft Power Platform, and Azure. Our consulting team 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.

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.

What Project-Focused Technology Can Do For You

line art of face and light house

Shine a Light on Hidden Project Costs

  • Easily track, view, and analyze costs.
  • Gain expense visibility before the end of an accounting period — while you can still impact the results.
  • Accurately record items or inventory against a project.
  • Access information from anywhere with easy-to-view dashboards and reports.

calculator and receipt icon

Take the Guesswork Out of Budgeting

  • Access unlimited budget revisions for the greatest accuracy.
  • Budget generic resources as placeholders for efficiency. Copy budgets from previous projects to speed setup.
  • Register materials consumption directly on the project for accurate costing.
  • Compare budget details with actuals at the task level to measure results.

icon spreadsheet

Knock Down Sales and Delivery Silos

Connect sales, resourcing, project management, and finance teams within a single application to help win more deals, accelerate project delivery, and maximize profitability.

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

Profitable Projects Start Here

Successful, growth-oriented project-based companies 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 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 your project-based organization is critical. Using our industry and solution expertise, Velosio can ensure your business management solution is responsive to the unique business requirements of your project-focused firm.


Public Affairs Leader Gains Visibility with Dynamics 365

Global Strategy Group (GSG) is a highly regarded research and public affairs firm that US companies, politicians, and institutions rely on to help them understand public opinion and communicate more effectively. To apply data-driven insights to its own business, GSG deployed Microsoft Dynamics 365 for Project Service Automation.

We were looking for a system with sales and project management functionality that had a much lower price than Salesforce. Dynamics 365 hit that sweet spot.”

Andrew Ho, CIO, Global Strategy Group

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.

Recent Insights

ERP Go-Live

ERP Go-Live Day of Reckoning

“Go-Live” is the final post of our ERP implementation series. If you want to learn more about prior ERP implementation phases, look at:...

Read More
Manage Supply & Demand for Greenhouse Growers

Microsoft 365 Solutions for Efficient Supply & Demand Management

Matching inventory to customer demand sounds simple enough. Essentially, the process involves comparing the sales forecast to what’s available now, what will be...

Read More
Oracle NetSuite vs. D365 Field Service

Oracle NetSuite vs. D365 Field Service

Rival ERPs Oracle NetSuite and Microsoft Dynamics 365 have far more in common with each other than most of their other competitors. Usually,...

Read More
SAP Field Service Management vs. Dynamics 365 Field Service

SAP Field Service Management vs. Dynamics 365 Field Service

When it comes to field service management platforms, providers have no shortage of options to choose from. SAP Field Service Management and Dynamics...

Read More
Management Consulting Firm Nails Project Management with End-to-end Microsoft Solution
Case Study

Management Consulting Firm Nails Project Management with End-to-end Microsoft Solution

Background When a management consulting firm first approached Velosio, manually driven processes hindered their ability to maintain the highest level of client care and...

Read More
Dynamics 365 Business Central + ExpandIT vs. Dynamics 365 Field Service

Dynamics 365 Business Central + ExpandIT vs. Dynamics 365 Field Service

Comparing D365 Field Service against an ExpandIT-enhanced Business Central retraces some familiar territory. It’s still a showdown between Microsoft’s SMB and enterprise platforms...

Read More
Dynamics 365 Field Service 2023 release wave 2

What’s New in Dynamics 365 Field Service 2023 Release Wave 2

This is the final post in our 2023 release wave 2 changes and functionality series. In prior posts we review: 2023 release wave...

Read More
Business Central 2023 release wave 2

What’s New in Business Central in 2023 Release Wave 2

This post is the third in our 2023 release wave 2 changes and functionality series. In the initial post, we review 2023 release...

Read More

Contact Us Today!