Move to what’s next on your digital journey.
Velosio is a unique technology partner specializing in business solutions for companies of all sizes. Our top priority is to help our customers realize business value faster by implementing end-to-end solutions and cloud services that are tailored specifically to their industry and business.
We are one of the largest and most recognized Microsoft Dynamics 365 partners with over 4,000 customers who are served by 300 team members in offices across North America.
With over 30+ years of experience and proven leadership in ERP, CRM, productivity, and business intelligence solutions implementations, we have what it takes to help you simplify your digital journey.
We support the entire Microsoft Dynamics portfolio, Office 365 family and Azure services.
In fact, Velosio is the only US partner to be hand-selected by Microsoft to mentor and manage other partners as a Microsoft Master VAR and simplify the cloud experience for partners and customers as an Indirect Cloud Solutions Provider (CSP).
Our goal is the help you simplify the process of deploying technology, acquire deeper data-driven insights, and explore ongoing innovation to drive business forward.
Beyond our expertise, as a Velosio client, you can leverage the Velosio network of peers, external resources, and community events to help you on your journey to what’s powering your business growth next.
Our Solutions:
- Microsoft Dynamic 365 Finance
- AXIO for Dynamics 365 Finance
- AXIO Advanced Projects for Dynamics 365
- AXIO for Distribution
- Dynamics 365 Business Central
- Advanced Projects for D365 BC
- Dynamics 365 CRM
- Dynamics 365 Sales
- Dynamics 365 Marketing
- Dynamics 365 Customer Services
- Dynamics 365 Customer Care and Support
- Dynamics 365 Field Service
- Dynamics 365 Project Operations
- Dynamics 365 Customer Insights
- Dynamics On-Premises ERP
- Oracle NetSuite
- Microsoft Power Platform
- Power Apps
- Power Apps AI Builder
- Power BI
- Power Automate
- Power Virtual Agents
- Office 365
- Sage
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Portfolio
Dogfish Head, American Pharmacists Association, Cabinet Discounters, Inc, Fence & Deck Connection, JD Power, National Power, LLC, SoundExchange, WETA, Envision Experience, California Family Fitness, Actor's Equity Association, American Banker Association, American Gaming Systems
Hospital Improves Processes with Dynamics CRM
Velosio Case Study: Yale-New Haven Hospital
About the Company
Relying on the skill and expertise of more than 4,500 university and community physicians and advanced practitioners, including more than 600 resident physicians, Yale New Haven Hospital (YNHH) provides comprehensive, multidisciplinary, family-focused care in more than 100 medical specialty areas.
The Challenge
Yale-New Haven Hospital (YNHH), a non-profit world-class medical center, wanted to become a destination hospital in the Northeast. To achieve this growth objective, YNHH needed to increase its operational efficiency and prestige by attracting more patient referrals and transfers.
Challenges included:
- - Complexity of transfer process—numerous doctors, nurses, administrators and multiple data systems for each individual cases
- - Lack of real-time centralized method of managing, tracking, and communicating during the transfer process
- - Insufficient resources and ineffective processes
The Solution
Real-Time Data
Velosio partnered with YNHH to implement Microsoft Dynamics CRM Online, a feature-rich, easy-to-use CRM application that could be implemented within a short time frame, and had the scalability needed to accommodate future growth.
Results
- - Successful implementation of a 24/7 “Y Access Line”—a single-source phone center for physicians
- - Ability for healthcare providers from other hospitals to speak with a live clinician who can expedite their request for a patient transfer
- - Successful completion of 700 transfers in the first four months the system was in operation; now averaging 250+ transfers a month
Port of Anacortes Improves Productivity with Cloud
Velosio Case Study: Port of Anacortes
About the Company
Port of Anacortes needed to replace its aging, older version of Microsoft Dynamics SL on-premise solution, as it was frequently crashing, causing disruption to business operations.
The Challenge
Port of Anacortes needed to replace its aging, older version of Microsoft Dynamics SL on-premise solution, as it was frequently crashing, causing disruption to business operations.
The Solution
Port of Anacortes selected cloud-based Microsoft Dynamics 365 Business Central.
Results
- - Easily allows for a remote work environment, faster than their slow VPN connection
- - Reliable, modern cloud-based solution
- - More user-friendly interface
- - Provides true “self-service” access to information without asking Accounting
- - Cost-effective implementation
- - Velosio is quicker to respond to support questions than previous partner
Cryogenics Streamlines Services with Dynamics 365
Velosio Case Study: SHI Cryogenics Group
About the Company
SHI Cryogenics uses Dynamics 365 Customer Service to harness information from its products. The company can access real-time product data and share that with its customers, providing them with insight into performance issues and service needs. SHI Cryogenics also equips its internal engineers with critical information, enabling them to better analyze problem trends, conduct preventative maintenance, repair existing equipment, and develop superior products in the future.
The Challenge
A major customer of SHI Cryogenics was eager to learn more about the cryogenics products it uses, including how well the products were performing, how often they were being serviced, and what that service involved. It also needed to make sure that it was meeting ISO 9001 quality standards.
Previously, SHI Cryogenics provided this information using spreadsheets and other tools that relied too heavily on inefficient, time-consuming manual processes. The customer request for increased insight provided SHI Cryogenics with an opportunity to not only satisfy a major customer with better visibility and reporting, but also to reimagine its entire service and repair operations.
The Solution
To remain a globally recognized leader in the research and development of innovative products, the company wanted to build a centralized customer service platform. Working with partner Velosio, SHI Cryogenics implemented Microsoft Dynamics 365 to enhance service and repair processes and better support and value for customers.
HI Cryogenics quickly recognized the value of the new intelligent business applications. Soon after implementing the trial version of Dynamics 365, SHI Cryogenics took the next step, adopting Dynamics 365 Customer Service and expanding it to include more users, products, and customers, such as its conglomerate MRI partners.
Results
- Harmonized global operations
- Data accuracy
- Enhanced products
- Time savings
- Revenue growth
NWS Grows with Microsoft Dynamics & Azure
Velosio Case Study: Network Wireless Solutions
About the Company
Since 2012, NWS has provided a wide array of mission critical solutions for the telecom industry, specializing in wireless construction material procurement, warehousing solutions, site kitting and logistics.
The Challenge
Rapidly expanding business opportunities required NWS to explore new strategies for order processing, billing for more complex customers, and more accurate inventory management. Business growth and re organization of the sales department also necessitated the establishment of standard sales processes and more organized prospect and client management.
Step one was migrating NWS’s solution to a more stable and reliable infrastructure to reduce overhead and improve performance leveraging Velosio’s Azure Cloud Hosting services.
The Solution
- Migration of On Premise Microsoft Dynamics GP to Azure Cloud
- Upgrade to Dynamics GP 18.2
- Business Review and Process Improvements resulting in:
- - Implementation of Dynamics 365 CRM
- - Additional user training to better leverage solution functionality
- - Update and redeployment of Panatrack , a warehouse management solution
Results
After reviewing NWS’s business challenges and process objectives, the Velosio team increased user system knowledge and improved system functionality supporting NWS to deliver better customer service through improved accuracy, timeliness, and overall throughput of customer orders. Implementation of Dynamics 365 CRM supported them to establish a standard sales process providing management
with visibility into sales activities and opportunity pipeline.
Brotherhood Mutual Improves Sales with Dynamics365
Velosio Case Study: Brotherhood Mutual
About the Company
Brotherhood Mutual has been insuring churches and related ministries for more than 100 years. Brotherhood Mutual works with thousands of Christian churches and related ministries, schools, camps, and colleges across 47 states. Through its affiliate, MinistryWorks®, Brotherhood Mutual provides payroll for churches and related ministries. In the past, Brotherhood was utilizing a legacy CRM solution that could no longer keep pace with the needs of its sales and marketing team. The IT group considered several solutions, but an early front-runner was Microsoft Dynamics 365 Sales.
The Challenge
Brotherhood Mutual needed to replace its aging, one-dimensional legacy CRM solution with a modern, multidimensional system which could handle multiple department functions and increase outbound sales effectiveness.
The Solution
Brotherhood Mutual selected Microsoft Dynamics 365 Sales —a modern, cloud-based solution, to better support six internal business units and enhance the sales process with their independent agents.
Benefits
- Completed project on-time, under budget in just four months
- Integrated with policy, claims and premium data from legacy insurance system
- Flexible, intuitive system allows for customized screens for six different business units
- Increased sales effectiveness and pipeline management for independent agents
- 800,000+ records imported from legacy CRM system without a single error
- Multi-dimensional CRM data views available through Power BI
- Utilizing Power Automate for data integration
GSG Serves Clients with Microsoft Dynamics 365
Velosio Case Study: Global Strategy Group
About the Company
Global Strategy Group, (GSG), is the go-to public affairs, communications, and research partner for companies, causes, and campaigns. GSG works with its clients to build their reputations, tackle big challenges, and win. What sets GSG apart? Being data-driven, politically-attuned, and results-oriented—measuring its success through its clients’ outcomes.
The Challenge
Outgrowing Salesforce, Global Strategy Group needed a comprehensive, modern business solution for improved customer relationship management, project automation, and business management.
The Solution
Global Strategy Group selected Dynamics 365 Project Service Automation and Dynamics 365 Business Central to gain better project control, ensure deliverables, and increase productivity.
Benefits
- - Gained ability to track clients from opportunity to project tasks and billing in streamlined system
- - 34% less expensive than Salesforce in monthly licensing fees
- - Can easily monitor project team utilization and quickly respond to any over-utilization to ensure profitable service delivery.
- - Submit, approve, process, and reconcile time anytime, anywhere
- - Ensures sales credit is given to the right people on project completion
- - Streamlined scheduling with real-time visibility to resources availability using a unified scheduling engine
- - Replaced manual processes with streamlined reports and improved productivity
BPB Supports Growth with Microsoft Dynamics 365
Velosio Case Study: Berkowitz Pollack Brant
About the Company
Established in 1980, Berkowitz Pollack Brant (BPB) is an independent accounting and advisory firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach and New York City. With nearly 300 accountants, tax specialists and consultants, BPB is one of the largest accounting firms in south Florida and one of the top 100 firms in the United States.
The Challenge
Berkowitz Pollack Brant was outgrowing QuickBooks for financial management and encountered an inefficient process reconciling the systems each month.
The Solution
Berkowitz Pollack Brant selected Microsoft Dynamics 365 for Finance and Operations to gain better financial control and to provide a 360-degree view of its client relationships.
Benefits
- - Decreased time for month-end close by over 80%
- - Increased efficiency allows staff to spend time on value-added analysis
- - Provided one version of the truth for improved decision making
- - Addressed variances in time and expense in a proactive manner
- - Connected Dynamics 365 to other applications and systems
- - Reduced errors from manual and double entry
FLOCK Improves Operations with Microsoft Dynamics
Velosio Case Study: FLOCK Specialty Finance
About the Company
FLOCK Finance is a specialty finance company that provides access to capital outside the traditional banking system. FLOCK has the knowledge to mitigate the risks associated with underserved markets and asset classes. Its expertise allows FLOCK to fund in areas that traditional capital sources have demonstrated an unwillingness to extend credit. FLOCK’s proprietary funding solutions are derived from the projected value of the portfolio’s anticipated liquidation over time.
The Challenge
FLOCK Specialty Finance was outgrowing QuickBooks for financial management and received pressure from potential investors to manage portfolios with a more robust, secure, cloud-based ERP for financial services.
The Solution: The Leading ERP for Financial Services Companies
FLOCK selected Microsoft Dynamics 365 Business Central to gain better financial control and to streamline portfolio management.
Benefits
- - Offers Growth beyond the limits of basic accounting software
- - Streamlines accounts receivables and payables
- - Can now automatically reconcile accounts to close and report on financials quickly and accurately
- - Maintaining compliance
- - Refines financial forecasts by modeling and analyzing data across multiple dimensions
- - Customizes reports using Microsoft Excel integration
- - Condensed chart of accounts to better manage financial portfolios
- - Automatic report creation saves time
- - Cloud-based system adds security and the ability to work remotely
- - Ability to chart financial performance in real time with built-in Power BI dashboards
Reviews
the project
Microsoft Teams & SharePoint Consultation for Airline Firm
"We were very satisfied with their work and would recommend using them to anyone."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
DM AIRPORTS, LTD. operates and manages all aspects of Morristown Airport from airfield & infrastructure management, hangar and real estate development, community relations and more.
For what projects/services did your company hire Velosio?
We hired Velosio to help us reshape our Microsoft Teams and SharePoint applications to improve our internal company collaboration and communication. When we were forced into rolling out Microsoft Teams during the pandemic, we did not have a full understanding of the product and created more problems than we tried to solve. Velosio was brought in to help us leverage Teams to enhance company-wide performance.
How did you select this vendor and what were the deciding factors?
One of our current consultants works under the Velosio umbrella and we ended connecting with our Teams and SharePoint contact that way.
Describe the project in detail and walk through the stages of the project.
Velosio first took a look at our existing structure of Teams. They then did a dive into our lines of business to help us streamline our Teams structure to better fit our day-to-day work.
Along the way, they explained the connectivity of Teams, SharePoint, permissions, policies, etc. to help us set up the structure in a way that would allow us to work more efficiently.
We have introduced the new structure to our executive team and are currently working on final adjustments before rolling out the new structure to the company as a whole.
How many resources from the vendor's team worked with you, and what were their positions?
Jonathan Darling ran point and was our main point of contact and educator. Jon also brought in the help of Rod Darling to explain the intricacies of SharePoint and how it ties to Teams. On our weekly calls, Jon also had the help of Simar Singh
Can you share any outcomes from the project that demonstrate progress or success?
Our newly designed Teams structure has already demonstrated to our team how affective the product can be for us when used correctly. We went from having over 60 individual teams to 10.
This allows for more organization and will force people into requesting a Channel within the constructs of the newly created Teams, allowing us to manage our "Teams Sprawl" and audit the usage of each Team more regularly to archive/remove those not being used.
How effective was the workflow between your team and theirs?
Very effective. At the beginning of the project, our weekly calls were met with follow up action items for both parties and led to productive meetings.
What did you find most impressive or unique about this company?
Jonathan and his team at Velosio really took the time to understand where are problems were, and while we focused on a restructuring of Teams, he brought up plenty of ideas and solutions that we hadn't thought of before.
Our company has varying levels of comfortability when it comes to new technology, and he took that into consideration with every suggestion. Jonathan also made a special in-person trip to our company to do some hands-on training with our leadership team to make sure they were fully comfortable before moving forward.
Are there any areas for improvement or something they could have done differently?
We were very satisfied with their work and would recommend using them to anyone.
the project
Trade Association GP Consulting
"They’ve made our life a lot easier because of their experience."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Can you give a little background on what your company does?
Actually, we are a non-profit trade association. We have two nonprofits and we have a new for-profit company we just started 15 months ago. BroadPoint has been with our company for probably more than a decade, before I even got here. They handle all of our accounting for both the two nonprofits and the one for-profit. We are a membership-based company on one side, and then an educational institute on the other side for the two nonprofits. The for-profit is a publication company. We actually have a magazine that we produce on a bimonthly basis.
Could you tell me about the work that they do for you?
They are our consultants. They do a lot of the formatting of our financials. When I had to start up the new company 15 months ago, they basically came in-house. We had to discuss the nature of the company, that it had to be a for-profit. It had to be set up a little bit different. They helped us design our financial statements, helped us set up the chart of accounts, and link up everything that we’re going to be doing using credit cards. Every company is different in how they want to operate. They helped us from the ground up to create everything that we needed for budgeting purposes, for financial formatting, setting up the chart of accounts, and getting us started. So that’s what they did for the for-profit.
For the nonprofit, they do maintenance behind the scenes every year. BroadPoint is always cleaning up. They always recommend when we need new versions, when stuff is starting to expire, and inform us about the new version that are coming out. We have to do it every couple of years. When needed, we actually have them come out sometimes and do work with us on-site. However, they often are able to dial in remotely and take over our system. If there’s a little error that we can’t fix, I can call them. They’ll dial in and they will take over the computer and go behind the scenes to correct the issue. Then we’re back up and running again.
Do you know which version of Microsoft Dynamics they’ve installed for you?
It was Great Plains.
How happy are you with the results so far?
I love Great Plains, but I love BroadPoint. I’ve been with them for so long. It’s just a small world because when I came here, they were already in place. I knew four of the guys who were consultants. This world is small because I had worked with them before. It was really nice to know that the company I came to were a client of theirs. I had a nice comfort level.
When working with BroadPoint, is there anything that you find unique or special compared to other vendors that you’ve worked with?
Well, they’re very responsive. We’ve been loyal to them and they’ve very loyal to us. For example, our BroadPoint rep has taken a lot more responsibility such as overseeing more than thirty people. So we’re one of the few clients that he still will come to onsite because of the relationship. It’s all about relationships.
We’ve been with them for so long and we have just a very good rapport. If we really need him to come on-site, he will carve some time out and schedule an appointment and come out. If he can’t come out, which he normally can, he’ll send his assistant who we have gotten to know during the last seven years. That person is excellent. Sometimes he’ll send the other guy out just because it’s a cheaper hourly rate. He’s trying to save us money. But, we don’t mind paying.
They’re very hands on. They respond immediately. When you send out an email, such as when I go through an audit, there’s certain things that auditors need. They always have to write these special reports for me. They get it done. Like I’ll say, “Guys, my audit starts in two weeks. I’m going to need these reports. This is what they’re requesting for this year.” They will customize reports. They’ll put it in a version that my auditors need because our auditors are paperless. They do everything electronically. They’ll put it in a format where I can just send it to him by email, it’s done. So, they save me a lot of time and money. The auditors love them, too because they make their job easier. The way they send it, it’s imported in their existing software. Nobody has to do anything manual, which is real nice.
Is there anything that you think they could improve upon?
No, because we’re pretty needy. We’re needy every now and then. They’re just very accommodating to us, so I can’t say anything negative because we’re kind of spoiled by them. They really take care of us. It’s because of the relationship built during the years. We’ve grown a lot with them.
They’ve made our life a lot easier because of their experience. They have a lot of other clients similar to us, so they will share with us some of their ideas or ways that we can import stuff instead of doing it all manually and doing duplicate work. We trust them. So, we go with what they say. They have made life much easier. We work definitely smarter, not harder, just because of the intelligence behind the scenes and the way they can make things work. You still get the information you need. It can be shared with different parties. They can get what they need as well like the auditors. That’s a great thing.
the project
Microsoft 365 Migration for Construction Company
"We've always had a level of comfort working with Velosio."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
Moore's does Commercial Construction, Industrial, and Commercial Service work primarily involving the HVAC, Piping, Plumbing, and Electrical trades. My position is IT Project Manager and I work as a part of the team that oversees all of the technology across Moore's, from PCs and laptops, to iPhones and iPads, and all the servers and software that goes along with it.
For what projects/services did your company hire Velosio?
We initially got involved with Velosio (then SBS Group) as our Dynamics SL VAR. We needed first-class support in that area and we've definitely gotten that. Once we realized we needed to be looking to the cloud for other Microsoft solutions, it made sense to partner with Velosio on that as well.
How did you select this vendor and what were the deciding factors?
We had an existing positive relationship with Velosio so it made sense to lean on them in this area of need.
Describe the project in detail and walk through the stages of the project.
We already had a Microsoft 365 subscription, but it was only for software (Word, Excel, PowerPoint, Outlook, etc.). The first thing we had to do was determine what new subscriptions we needed and get those purchased. We worked with Bert to determine the best options and get those purchased.
We then worked with Brian to get our tenant configured correctly and syncing with our local AD. We migrated Exchange mailboxes and started setting up Teams, with Jonathan, simultaneously. We wrapped the Exchange migration up in late March and we went live with Teams on April 1st.
How many resources from the vendor's team worked with you, and what were their positions?
We primarily worked with 3 people: Bert to determine correct licensing, Brian on Exchange and Azure AD, and Jonathan on Teams. We also had valuable assistance from members of Brian's and Jonathan's teams, working with Joseph and Simar.
Can you share any outcomes from the project that demonstrate progress or success?
The project was a great success. We moved 600+ mailboxes to Exchange Online and 300+ users from Skype on-premise to Teams. Obviously every technology project has hiccups, but we always had solutions and plans to address them and everything went pretty well.
How effective was the workflow between your team and theirs?
Very effective. We met at least weekly for each project and had other calls or emails exchanged as needed.
What did you find most impressive or unique about this company?
We've always had a level of comfort working with Velosio. They know the Microsoft ecosystem inside and out and that's why we continue to choose them for our support needs.
Are there any areas for improvement or something they could have done differently?
None from our perspective.
Velosio is able to successfully deliver a full-proof operations plan that resulted in the company's continued workflow efficiency. The team is consistently engaged throughout the partnership, and internal stakeholders are particularly impressed with their solutions-based approach.