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How leading professional service firms improve utilization

Utilization is THE factor determining profitability for professional services firms and project-based businesses. The major challenges to measuring and managing this key metric are caused by siloed business systems. Disconnected technology has a direct, negative impact on every level: Wasted effort, dragging down productivity and reducing billable hours Inefficient, misaligned, and manual processes negatively impacting…
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What Your Next? Accounting for Growers with Velosio

Watch this recorded webinar to see how the latest accounting tools help growers just like you accurately capture costs in real-time, so that you can not only spot issues and adapt quickly – you can be proactive. Our team at Velosio has extensive experience helping greenhouse growers with these and many other sales, operational, and…
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Your questions answered about moving from Dynamics SL or GP to Business Central

Considering moving your ERP system to the cloud? It’s a smart move for businesses concerned about safety of data and the mobile flexibility that allows employees to be productive anywhere, any time. Microsoft Dynamics 365 Business Central centralizes your data from accounting, sales, service, purchasing, inventory, and customer interactions, giving you an accurate end-to-end view…
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Driving Traceability for the Fresh Food Industry with Velosio

Watch this recorded webinar for a discussion on how we help businesses just like yours improve profitability and ensure food safety compliance. The team at Velosio is uniquely positioned to help companies like yours deliver end-to-end traceability with the business insights growers require. Imagine if you could trace back to the source of sale to…
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Artificial Intelligence makes CRM Work

According to a recent Forrester Survey, more than 75% of businesses have invested in CRM systems, but nearly half (47%!) reported their project as a failure. Sales leaders and executives cannot get insight into the customer journey, are unable to get visibility into key performance indicators, and lack confidence in pipeline reporting and revenue forecasts.…
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Planning for your Microsoft Dynamics GP 2018 Year-End Payroll

Whether this is your first year-end Payroll processing or you are a veteran, it’s never too early to start planning. Watch our recorded 2018 Year-End Payroll webinar to see our GP Payroll experts walk through step-by-step details for closing the year. Topics include: Year-End Closing Procedures Distribution of W-2 and 1099-R Statements Tax Table Updates
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Connect Your Business and Boost Project Profitability

Are you a professional service firm or project-based business? If yes, this is a don’t miss session where we’ll demonstrate the expanded capabilities of Dynamics 365 Business Central and Progressus, the integrated Project Management Automation tool designed to enhance visibility for project-based companies. Discover how real-time project visibility enables small and medium sized Professional Service…
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New Ways to use your Data to Grow Your Business

Data that sits on spreadsheets, or on local computers, may be valuable but it’s not easily accessible and complete visibility is difficult to obtain in a timely manner. Microsoft Dynamics 365 Business Central connects your people and processes with a single, unified solution, so data can be quickly and easily shared with key people throughout…
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Why Microsoft Dynamics 365 Business Central – The Cloud ERP for growing businesses

Businesses run better when processes are streamlined, automated, and actionable information is available in real-time and easily accessible from wherever decision-makers are working. Microsoft Dynamics 365 Business Central delivers connecting data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Learn more about Business Central in this session…
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Outgrowing your current accounting software? What are the signals?

Growing companies face unique, and often complex, business challenges that go well beyond the capabilities of their basic accounting system. Systems are disconnected, information is siloed and reports are frustratingly slow and hard to get. You need a system that can scale with your growing company and meet your unique needs. This session will outline…
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What’s Your Next? Managing Inventory, Availability and Fulfillment

Watch this webcast to see how we help growers like you achieve higher revenue and increased customer retention with the latest tools managing inventory, availability and fulfillment. You’ll learn how Velosio and Microsoft Dynamics new mobile technology accomplishes what other solutions miss – complete end-to-end management of materials, space, time and labor. Imagine if your…
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CRM Summit: How You Benefit from an Integrated CRM and ERP

Operational, financial and service leaders have the most to gain by using a fully integrated platform bringing CRM and ERP together. Learn how we help companies like yours increase speed and visibility from sales opportunity to ongoing service. Imagine your entire team having complete visibility to customer information and performance metrics with just a few…
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CRM Summit: How Intelligent Field Service Management can Become Your Competitive Advantage

Velosio has deep expertise helping companies improve customer satisfaction, first time fix rates and resource productivity. In this session, you’ll learn how you can connect your field service organization digitally using Dynamics 365 for Field Service to empower your employees and technicians with 360⁰ information from any location to improve service response times, resource productivity…
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CRM Summit: Turn Prospects into Profitable Business Relationships Faster

Industry leaders are using automation and customer data to deliver a uniquely customized sales experience. Learn how Velosio is helping sales and marketing teams use Microsoft Dynamics 365 for Sales and Marketing to drive targeted marketing, implement effective campaigns and increase win rates. We’ll demonstrate how to personalize your buyer’s journey from initial response through…
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Maximizing GP with Purchasing Modules for Distribution

Are you looking for a way to pay your vendors the lowest price available on every purchase? Do you want to spend less time managing vendors and more time with customers? Need to improve your cash flow? If you answered yes to any of these questions, then we have a solution for you. Dynavistics’ suite…
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Better Business Analytics for Growers

Watch this recorded webinar to see how the latest analytics and reporting tools enable accuracy and visibility of up to the minute information so you can react quickly when viruses or other environmental surprises impact inventory. You’ll learn how Velosio and Microsoft’s new mobile technology, integrated seamlessly into Power BI, accomplish what other solutions miss:…
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5 Reasons Project-Driven Firms Choose Microsoft Dynamics 365

Project driven companies are being pressed on all sides today by competition, customers and regulators. In order to succeed, they need business applications that equip them to make better decisions faster and equip their employees to efficiently manage complex projects and contracts. More firms are turning to modern ERP systems to give them the edge…
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Food Supply Chain Traceability with Velosio Fresh

Watch this recorded webinar for a session exploring current food industry headaches and how our supply chain solution, Velosio Fresh, has been designed to meet those challenges head on. In this session we will share how Velosio Fresh provides: Complete end-to-end traceability of all inventory and financial transactions that occur with relation to a consignment…
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eCommerce Best Practices: Unlock the Potential of Your Online Business

k-eCommerce and Velosio have teamed up together to take you step-by-step through the building blocks of a successful online boutique. eCommerce success goes far beyond the first sale. If you want to keep clients coming back, you’ll need the right knowledge to craft a first-rate customer experience. Watch to discover: The critical design mistake that…
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Maximize GP with Automated Investment and Loan Tracking Add-Ons

Are you manually tracking investments and loans in spreadsheets? If so, watch this recorded webinar to see how you can affordably automate tracking Loan Payables and Receivables and Certificates of Deposits within GP with Plumbline’s Loan Management System (LMS) and Investment Management System (IMS)! Let us show you what it looks like to streamline data…
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Cloud Summit: Plan and Execute Your Move to a Modern, Integrated Cloud Platform

Learn about the benefits of the Azure cloud platform and how you can move and manage your production workloads from an aging infrastructure to a modern public or hybrid cloud environment. See real world examples of how companies like yours are bridging their on-premises and cloud investments to enable, connect and manage their on-premises and…
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Cloud Summit: How to Boost Collaboration and Productivity in a Diverse Workforce

Team collaboration and effective communication is key to a productive workforce. Within the next 12 months, 56% of enterprises and 66% of SMB organizations plan to implement or upgrade to unified communications and collaboration solutions. The tools available within Office 365 to boost productivity have expanded greatly. Watch this recorded webinar to learn how Office…
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Cloud Summit: Latest Cloud ERPs and How They Compare

If you haven’t considered a cloud ERP solution to give you end-to-end management of your business, this session is for you. Come learn the benefits of the latest cloud ERP solutions including Microsoft Dynamics 365 Business Central, Dynamics 365 Finance and Operations, and NetSuite. We’ll even compare the leading solutions so you can assess which…
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Cloud Summit: Data Security and Compliance – How to Protect Sensitive Business Data

With an increasing need to protect the organization, security and compliance must by a key part of your operational plans. Threats from ransomware, data breaches and loss of IP are real for enterprises and small businesses alike. Watch this recorded webinar to see how to effectively manage security, privacy, and regulatory compliance by leveraging the…
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Cloud Summit: Business Continuity Readiness – Are You Ready if Disaster Strikes?

Business continuity and access to data are critically important to your business. Join us to hear about the latest tools to support your disruption/disaster recovery plans including Azure Backup and Azure Site Recovery services, and the difference between RTO and RPO! Watch this recorded webinar to see best practices and specific steps you should be…
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Growers Webinar: Boosting Productivity and Revenue with O365

Watch this recorded webinar for a discussion on why Growers like you are moving to Office 365 for enhanced collaboration and communication tools. You’ll learn how Velosio and Microsoft Dynamics’ new mobile technology, integrated seamlessly into Office 365, accomplishes what other solutions miss – complete end-to-end management of time, space, labor and materials.
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KwikTag’s Document Management: Integrate, Automate, and Reduce Costs

Learn how you can use an enterprise-wide solution to improve your business efficiency and productivity by watching this recorded webinar hosted with KwikTag, our document management partner. KwikTag helps clients manage documents and integrate them with their solution, improving their business processes and reducing costs. Watch this webinar and learn how to: • Manage your…
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Sales and Use Tax Update: What the South Dakota v. Wayfair Ruling Means to You

Are you complying with the increasingly complex sales and use tax regulations? The Supreme Court ruled in favor of South Dakota, granting the state authority to impose sales tax obligations on out-of-state transactions. Remotes sellers will have a new set of obligations and challenges ahead of them, while states could potentially gain billions in revenue.…
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What’s Your Next Move to Modern with Labor Management

Watch this recorded webinar to learn about the latest in labor management – what’s coming, where it’s heading and how manageable and accessible it will be. We understand that labor is your biggest cost center, and labor costs are only rising. Let us show you how simplified, real-time labor tracking does exist.
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Optimizing SL with Plumbline Proven Solutions

Experience the real power of Dynamics SL by implementing Plumbline Proven Solutions that enhance and expands SL’s capabilities. PCL has over 125+ solutions. Watch this recorded webinar to see the most popular products in the SL Community today.
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Office 365: Using Collaboration to Transform Your Digital Workplace

Did you know collaboration can increase productivity up to 48%? It’s no secret that companies are rapidly moving to Office 365 for enhanced collaboration and communication tools, among many other reasons. In fact, within the next year 56% of enterprises and 66% of SMB organizations plan to implement or upgrade to unified communications and collaboration…
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How to Simplify Building Efficient Budget and Forecast Models

Planning for growth and success in a highly competitive market is challenging. Find out how to plan for aggressive organic growth, acquisitions, or new product introductions. Adaptive Insights outlines the best ways to quickly and efficiently change inputs to optimize budget and forecast flexibility. AI experts review driver based budgeting, top-down or bottom-up budgeting, forecasting…
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Top 10 Considerations in Migrating to a New Reporting and Budgeting Solution

This webinar will uncover the 10 most important considerations for migrating to a new reporting and budgeting platform. Solver will review the challenges and best practices for moving FRx, Management Reporter, Smartlists, Quick Query, or SQL Reporting, to a full CPM tool. Solver will share results from out-of-the-box functionality with their tool BI360.
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Regulatory Audits Made Easy: Traceability for Greenhouse Growers

See how Agriware’s serial lot tracking capabilities empower you to automatically track who applied what and when as well as tracking the speed of application. All of this information can be entered into the system via a tablet from wherever you are for instant, accurate traceability.
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Greenhouse Growers: Capture Costs to Keep Margins from Shrinking

In order to stay competitive and retain your profit margins, you need to maximize your operational efficiency and ensure that your production is as cost effective as possible. Agriware enables you to accurately capture your costs in real-time so that you can spot issues and adapt quickly in order to remain profitable.
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Dynamics 365 and AXIO Professional Services [Velosio Webcast]

If your company depends on complex and recurring contracts or the delivery of services and wants a Microsoft cloud ERP solution that enables higher profitability and a better customer experience, then this on-demand webcast is for you. In this 50-minute webcast, Microsoft technology experts from Velosio provide an online demonstration and live Q&A. You’ll learn…
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AXIO ProServ Contracts Management Workspaces

Contract management is an arduous task for the accounting department. Managing contracts on most ERP solutions requires multiple steps and windows. On AXIO powered by Microsoft Dynamics 365 for Finance and Operations, contract management workspaces are right there front and center for the accounting department – making their job easier.
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What’s your NEXT with Cloud?

Deciding the direction and pace to move your organization to the cloud starts with understanding your options. Watch this recorded webinar for an overview of our Stratos private, public and hybrid cloud solutions, which can help you begin to move just the right parts of your IT infrastructure and workloads to the cloud. We’ll share…
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Power BI for Growers

See the powerful at-a-glance analytics that can help you make better, faster business decisions, available through Power BI embedded into Velosio’s solution for greenhouse growers and plant farms featuring Microsoft Dynamics NAV and Agriware.
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Dynamics GP 2018 Upgrade – Features and Keys to a Smooth Upgrade

Wondering if you should upgrade to GP 2018? Watch this recorded webinar where our GP experts will share the new features of the 2018 release and key areas to consider for your upgrade. Learn how the upgrade process works including important system changes. We’ll equip you to be fully ready for your upgrade to 2018.
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What’s Your Next Move to Modern with Production Management

As a greenhouse grower, there are hundreds of processes in growing and distributing your products. To retain your profit margins, you need to maximize your operational efficiency and ensure that your production is as cost effective as possible. Watch this webinar recording to see how our clients are saving substantial time and money with the…
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What’s Your Next: Move to Modern with Production Planning

Successful production planning enables greenhouse growers and horticulture businesses to optimize space, materials, and resources. Watch this webinar recording and learn how the latest production planning tools give you a complete and accurate picture to optimize space and materials. Space: Unused space is money lost. It’s that simple. Our solution gives you a complete view…
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Webcast: Dynamics 365 and AXIO Professional Services

If your company depends on complex and recurring contracts or the delivery of services and wants a Microsoft cloud ERP solution that enables higher profitability and a better customer experience, then this on-demand webcast is for you. In this 50-minute webcast, Microsoft technology experts from Velosio provide an online demonstration and live Q&A. You’ll learn…
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Webcast “Check out Progressus – Dynamics 365 Business Central for Professional Services Firms”

Designed and developed in conjunction with Microsoft’s development organization, Progressus is designed to leverage Microsoft Dynamics 365 Business Central, a multi-language, multi-currency business management solution that helps across the globe manage their operations. This is a recorded webcast featuring Microsoft Dynamics 365 Business Central and Progressus for Professional Services Firms. The webcast was held on…
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What’s New in Microsoft Dynamics GP 2018

Microsoft Dynamics GP 2018 is here, and with it comes some big improvements. Watch and learn how these new features help improved user experience, optimize financials & HRP, enhance workflows and more!
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NetSuite for Restaurant Equipment Distributors

NetSuite for Restaurant Equipment Distributors helps businesses combat common challenges brought on by manual processes, departmental silos of information, and limited visibility. The solution provides tools to enhance sales, project management, wholesale distribution and warehouse management, refurbishment and assembly, AutoQuotes integration, finance, business intelligence, demand planning, and vendor rebate management. Watch this recording and see…
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Microsoft Dynamics 365 Business Central Preview

Microsoft Dynamics 365 Business Central helps small and mid-sized firms manage their financials, sales, service, and operations. Watch and see how Dynamics 365 Business Central can transform your business.
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Budgeting and Beyond with BI360

Did you know that the average corporation spends four months and 20-30% of senior executives’ and financial managers’ time on the annual budget? Luckily, that stat isn’t set in stone! Watch this recording of our “Budgeting and Beyond with BI360” webinar to see two strategies to reduce the amount of time that senior executives spend…
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Discover Intelligent Email Integration for Dynamics 365 / CRM

SalesConnect 365 crawls your company’s email and calendar system (whether or not those mailboxes belong to CRM users!), intelligently searches and retrieves all useful data (emails, calendar events, and documents) about your customers and prospects, organizes it in CRM, and presents that information as actionable knowledge you can use to improve close ratios, create more…
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Today’s Modern Business Solution for Growers

Agriware is a comprehensive horticulture solution that is fully integrated with Microsoft Dynamics NAV. This solution covers the entire life-cycle of a growers’ business and connects four critical corners – time, space, labor and materials.
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What is Progressus Software? Professional Services Automation for Microsoft Dynamics

Progressus PSA software provides all the capabilities needed to manage professional services and project-based businesses of any size – operating in any geography. Functionality spans all the important processes in your firm – resource management, project management, sales and marketing, human capital management, and financial management – to give you unparalleled insight and control of…
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Contracts Management Workspaces – AXIO powered by Microsoft Dynamics 365 for Operations

Contract management is an arduous task for the accounting department. Managing contracts on most ERP solutions requires multiple steps and windows. On AXIO powered by Microsoft Dynamics 365 for Operations, contract management workspaces are right there front and center for the accounting department – making their job easier. AXIO Enterprise Solutions from Velosio are comprehensive…
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AXIO Pre-Contract and Contract Functionality – powered by Microsoft Dynamics 365

Professional services firms have an inherent need to manage contracts and pre-contracts. The Pre-Contracts and Contracts Functionality of AXIO, powered by Microsoft Dynamics 365 for Operations, helps professional services firms effectively manage their business contracts and the contract process. AXIO Enterprise Solutions from SBS Group are comprehensive business software solutions for companies managing global resources…
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Axio for Professional Services Overview

AXIO for Professional Services from Velosio is a global ERP solution designed specifically for enterprise project-based businesses and professional services firms. Built on the Microsoft Dynamics 365 platform, AXIO for Professional Services spans all the important processes in your firm, including resource management, project management, marketing, human capital management, and financial management. Additionally, AXIO ERP…
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Velosio Axio Solutions

AXIO Enterprise Solutions are powerful end-to-end business software solutions powered by Microsoft Dynamics 365 for enterprise-sized firms.
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Microsoft Dynamics Overview

Microsoft Dynamics from Velosio offers a full range of business software solutions focused on solving your business’ needs while delivering business value faster.
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Manage your mobile workforce with Microsoft Dynamics 365 for Field Service

Did you know that field service capabilties are now built in to Dynamics 365. Watch this video to learn the possibilities this opens up for your service organization. We’ll show you how field service delivers advanced scheduling, inventory tracking, and asset management for service depots. And how it helps highly mobile, field specialists fulfill work…
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Dynamics 365 for Customer Service Empowers Agents

Dynamics 365 for Customer Service empowers agents to solve cases faster and provide differentiated levels of support. Watch this video to learn how machine learning and advanced analytics enable personalized and contextual customer service experiences.
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About Velosio

Velosio is a one-of-a-kind technology partner specializing in Microsoft business solutions for companies of all sizes.
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