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7 Critical Success Factors for Project Based Firms to Consider

In today’s data-centric digital landscape, intelligence is central to any business strategy, especially as we look towards 2024. According to PWC, talent, technology and data will set winning professional services firms apart from the competition. Technology combined with data is a matter of life and death for professional services firms where the “product” is a…

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Major Forces Disrupting and Transforming the Professional Services Landscape

The forces transforming today’s professional services landscape are familiar ones. We’re talking digitization and the shift toward data-first business strategies. You know, those same disruptive forces redefining all sectors from manufacturing and retail to healthcare and tech. These disruptors may sound like old news, and in some ways, they are. But the reality is, things…

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Key Drivers in the Evolution of the Professional Services Industry

The professional services industry is undergoing a transformation driven by familiar yet powerful forces. These forces encompass digitization, the adoption of data-centric business strategies, the ongoing recovery from the COVID-19 pandemic, and more. These transformative elements, while well-recognized, are evolving at an unprecedented pace, affecting how professional services firms operate, make decisions, collaborate, and structure…

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Power Platform Solutions for Professional and Field Service Companies

Power Platform Solutions for Professional and Field Service Companies

In the evolving worlds of professional and field service industries, the need for agile, efficient, and integrated solutions has never been more pressing. Companies are seeking platforms that not only enhance their operational capabilities but also offer the flexibility to adapt to ever-evolving market demands. Enter the Power Platform – a holistic solution tailored to…

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Velosio and KwikTag by Paymerang Partnership

Gaining Visibility and Control: The Power of Velosio and KwikTag by Paymerang Partnership

In the ever-evolving realm of business, adaptability is the cornerstone of success for finance leaders. As the horizon of 2024 approaches, the call for agility, and efficiency grows stronger. The partnership between Velosio and KwikTag by Paymerang is an exemplary testament to addressing these challenges head-on, particularly in the domain of invoice management. KwikTag by…

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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 2 changes and new functionality for Dynamics 365 Finance, Supply Chain Management and Finance and Operations cross-app capabilities. 2023 release wave 2 changes and new functionality for Dynamics 365 Customer Service and…

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Copilot Helps with Supply Chain Traceability

How Microsoft Copilot Helps with Supply Chain Traceability

In recent years, many organizations have made great strides in automating manual processes and high-touch data processes through digital transformation using ERP and CRM systems. However, this has largely reached a plateau. Microsoft’s 2023 survey on business trends found that 9 out of 10 workers hope to use AI to reduce these kinds of repetitive…

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New in Dynamics 365 Finance in 2023 Release Wave 2

What’s New in Dynamics 365 Finance in 2023 Release Wave 2

This post will be the first of several reviewing changes and new functionality in the 2023 release wave 2. In this post, we’ll provide an overview of Dynamics 365 Finance, Supply Chain management and some new Finance and Operations cross-app capabilities. For additional details related to each topic, or to view the applicable Release Plan…

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VELOSIO achieves the 2023-2024 Microsoft Business Applications Inner Circle award

Velosio Achieves the 2023-2024 Microsoft Business Applications Inner Circle Award

For the 28th year in a row, Velosio is honored by Microsoft for achieving outstanding achievement and innovation.   COLUMBUS, OH — August 21, 2023  — Velosio, the premier cloud applications partner for midmarket companies, has achieved the prestigious 2023-2024 Microsoft Business Applications Inner Circle award for the 28th year. Membership in this elite group is based…

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10 Signs it’s Time to Focus on Application Modernization

Top 10 Signs it’s Time to Focus on Application Modernization

What is Application Modernization? Application modernization is the process of updating or transforming existing software applications to leverage the latest technologies, architectures, and best practices. It aims to improve the performance, functionality, scalability, security, and user experience of legacy applications while ensuring they remain relevant in today’s rapidly evolving digital landscape. To put it simply, it is…