Apps, Agents and Automation
Boost Operational Efficiency and Customer Satisfaction with Tailored Apps, Agents, and Automation
Velosio helps businesses overcome manual processes, outdated systems, and disconnected data with the Microsoft Power Platform. Through the creation of tailored workflows, applications, and AI-driven solutions our clients are equipped with what they need to reach their goals.
Whether you’re modernizing legacy systems, automating routine tasks, or integrating disconnected platforms, Velosio’s expertise, paired with the Microsoft Power Platform, ensures your business is ready for the future.
Accelerate Service, Improve Collaboration, and Drive Results with the Power Platform on Your Side
Efficiency and satisfaction go hand in hand. Velosio’s solutions eliminate friction by simplifying processes, reducing manual effort, and fostering a seamless flow of data, enabling your organization to:
Save Time and Boost Efficiency
Automating repetitive tasks and streamlining workflows reduce manual effort, freeing up resources for strategic priorities.
Accelerate Service to Customers
Faster processes and connected systems enable your team to deliver quick, consistent, and high-quality customer service.
Focus on High-Value Work
By eliminating low-value tasks, employees can focus on innovation, growth, and enhancing the customer experience.
Increase Satisfaction
Simplified processes and seamless integrations create smoother experiences for both your team and your customers.
IMS Creates User-Friendly, Interactive, Intuitive Client Experience with Power Platform
learn how IMS utilizes Power Apps, Power BI, and Power Pages to take jury research to the cloud.
Tools that Transform Everyday Tasks into Opportunities for Innovation
Behind every streamlined workflow and seamless process is the right set of tools. Whether it’s enabling real-time collaboration, simplifying data management, or leveraging AI for smarter decision-making, our team utilizes the right tools for the job.
Power Apps
Build intuitive, tailored applications that solve your unique challenges. From mobile tools for field teams or workflow management solutions, our apps make complex tasks simple.
Power Automate
Create workflows that handle repetitive tasks with precision. From invoice processing to approvals, these automations reduce errors and free your team to focus on higher-value work.
Copilot Studio
Copilot Studio allows businesses to design and deploy AI-powered assistants customized for their unique needs for smarter, more efficient ways to work.
Power BI
Extend your reporting capabilities beyond the limitations of your current systems by combining data from multiple sources into a single centralized reporting system.
Dataverse
Microsoft Dataverse is a secure and scalable platform for storing and managing your business data—centralizing information from disconnected systems, enabling seamless integration across applications.
AI Builder
Integrate AI into apps, workflows, and analytics with low-code tools, enabling smarter decision-making, automating processes, and delivering actionable insights through prebuilt or custom AI models.
Our Latest Recognitions
Special Offers from Velosio
Learn more about our current exclusive offers—available to both new and existing clients of Velosio.
Practical Solutions that Solve Real Business Problems
What’s possible when you integrate apps, agents, and automation into your organization? Below are just a few use cases.
Pro Serve
- Apps for project tracking, forecasting, skill capture, time entry, service delivery
- Portals for data collection, reporting, engagement
- Agents/Automation for data entry, invoice capture, notifications
Field Service
- Apps for offline details, inventory actions, job site purchases, data collection
- Portals for collaboration, work specifications, contracts
- Agents/Automation for inventory purchase or movement, visibility for customers
Manufacturing
- Internal Apps for capturing labor hours, updating production status, audit forms
- Portals for order capture, product support
- Agents/Automation for production and capacity forecasting
Distribution
- Internal Apps for inventory receipt and transfer, capacity planning, ordering
- Portals for customer communication, order status
- Agents/Automation for order capture, demand forecasting
Save Time and Jumpstart Your Journey with Process Templates
Through our experience delivering hundreds of low-code solutions we have created a library of template scenarios that can jump start your journey including Matrix Approvals, Invoice OCR, Inventory Movement, Order Creation, Mobile Inspections, and more!
Project Tracking App
Time Sheet Mobile App
Resource Forecast App
Work Item Queue
Warehouse Transfer App
Warehouse Cycle Counting App
Warehouse Loading / Unloading App
Compliance Inspection App
Sales Order Entry App
Quote Entry App
Purchase Requisition App
Engineering Change Request App
Vendor Profile Management App
Clinical Site Data Capture
Field Tech Purchasing App
Field Tech Work Order App
Our Tailored Approach in Action
Click on any of the interactive demos below to see how we take our clients from what is to what is possible.
Invoice OCR
Invoice OCR is a custom solution created for Velosio’s clients who want to Leverage additional abilities for approval management including approvals from 3rd party and complex filtering that Business Central approvals do not support out of the box.
Matrix Approvals
Matrix Approvals is a custom solution created by Velosio for multiple BC environments and companies, featuring multi-level approvals with options for record-level filtering, grouped user approval levels, amount thresholds, and different approval requirements (e.g., first to approve, all must approve, first qualified approver, or no approval required).
