ERP for Professional Services Firms and Project-Driven Companies

Innovate and realize business value faster with ERP for Professional Services Firms.

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 professional services firms struggle with siloed business systems and disconnected technology that keeps them from achieving their goals as the lack of visibility impacts every level of the business.

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.

How an ERP Solution delivers growth to Professional Service Firms

Velosio offers Professional Service solutions built on industry leading Microsoft Dynamics 365, recently named as the #1 user-recommended ERP solution.  It delivers business-class results for large, medium and small sized professional services firms. If you are struggling with outgrowing your finance or 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 Microsoft platform so you can operate more efficiently and profitably throughout the Professional Services lifecycle.

Today, successful professional services firms use ERP cloud 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.

More than just the leading cloud platform for project and services-driven firms, Velosio can help you:

Simplify Your Digital Journey

Plain language, total transparency and clear measures of success lessen the inherent complexities of digital and organizational transformation.
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Cultivate Fresh Ideas and Innovation

Our clients get new thinking from seasoned consultants who understand the business model, key metrics and the role of technology in a professional services firm.

Interact with Peers and Professional Services Experts

Interact with an ecosystem that shares your challenges, like resource management, utilization, scheduling, revenue recognition and project profitability.

Realize Business Value Faster

Benefit from Velosio’s advanced project and service solutions for Dynamics 365, accelerated deployment models, proven best practices and sound guidance designed to shorten your path to ROI.

The right ERP for Professional Services firms is critical, but 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.

Interested in exploring Microsoft’s newest ERP for professional services firms?

Microsoft Dynamics 365 Project Operations

Dynamics 365 Project Operations is an all-in-one business application that allows professional services firms to manage everything from prospect to payment to win more deals, accelerate project delivery and maximize profitability.

Learn more