Edison, 08817, NJ,
United States
Soluzione IT Services
Soluzione IT Services, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Soluzione IT Services collaboration with software players such as Soluzione empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Soluzione IT Services | Soluzione | SolzBiz | CRM | CRM |
| Soluzione IT Services | Soluzione | Distribution Desk | Distribution ERP | ERP Services and Operations |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Aspiri Financial Services Australia | Banking and Financial Services | 10 | $2M | Australia | Soluzione | SolzBiz | CRM | 2019 |
In 2019, Aspiri Financial Services Australia implemented SolzBiz, a CRM solution. Soluzione IT Services delivered a Dynamics CRM-based Financial Planning Management solution to automate Statement of Advice generation, client relationship processes and reporting across the firm in Australia.
SolzBiz was configured on the Dynamics CRM platform with custom modules for Statement of Advice generation, client lifecycle management, and consolidated reporting. Configuration work included document generation templates, workflow automation for advisor tasks, client onboarding forms, and activity and interaction tracking to align financial planning workflows with CRM process flows.
Operational coverage focused on Aspiri’s Australian financial planning operations and advisory team, supporting business functions including financial planning delivery, client relationship management, and compliance-oriented reporting. The deployment centralized client records and planning artifacts within SolzBiz CRM to provide a single source for client engagements and reporting.
Governance and process changes included adoption of CRM-driven workflows and standardized SoA generation and approval paths, moving manual document creation into systemized templates and structured processes. The Soluzione IT Services implementation is described as improving productivity and operational efficiency for Aspiri Financial Services Australia.
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JASANZ Australia | Non Profit | 30 | $5M | Australia | Soluzione | SolzBiz | CRM | 2025 |
In 2025, JASANZ Australia implemented SolzBiz as its CRM. The initiative was delivered by Soluzione IT Services as part of a broader application stack modernization.
The SolzBiz implementation concentrated on core CRM capabilities, including contact and stakeholder management, case management workflows, and automation of routine engagement tasks consistent with CRM functional patterns. Soluzione configured SolzBiz to reflect role based access and segmented user experiences for program, membership, and administrative functions. Configuration emphasized streamlined workflows and standardized data models to support day to day operations.
Soluzione modernized JASANZ Australia’s application stack and optimized Microsoft Dynamics 365 CRM on Microsoft Azure across Australia and New Zealand, maintaining an optimized cloud infrastructure footprint. SolzBiz was deployed alongside the Dynamics 365 CRM environment and aligned to the Azure hosted infrastructure to coordinate CRM process flows and reduce friction between systems. The implementation architecture combined SolzBiz configuration with an Azure optimized Dynamics 365 CRM environment to support unified stakeholder views and operational continuity.
Rollout covered Australia and New Zealand and targeted membership, program, and administrative teams for CRM processes, with phased adoption coordinated by Soluzione IT Services. Governance changes included role based access control, designated workflow ownership, and process rationalization to support the new CRM operating model. The engagement reported streamlined workflows and a reported ~50% increase in operational efficiency.
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Renodis | Professional Services | 55 | $10M | United States | Soluzione | Distribution Desk | Distribution ERP | 2024 |
In 2024 Renodis implemented Distribution Desk as part of a Distribution ERP deployment, engaging Soluzione IT Services and leveraging a Dynamics 365 foundation across its US operations. The program focused on telecom and utility expense management, invoice and billing management, and consolidation of distribution-related financial processes.
Distribution Desk functionality was configured to support distribution and ERP style order and invoice processing, with Soluzione add-ons applied to billing and expense distribution workflows as described in the Soluzione case study. Configuration emphasized invoice lifecycle management, automated invoice distribution and reconciliation, and enhanced reporting structures aligned with distribution finance and billing operations.
The implementation integrated Distribution Desk with Dynamics 365 to centralize invoice data, expense records and billing transactions, enabling shared data models for finance and operations stakeholders. Operational coverage was across Renodis US operations, with the solution supporting finance, accounts payable and billing teams and improving cross functional collaboration through unified records and consolidated reporting.
Governance changes included standardized invoice workflows, role based approvals and strengthened audit controls to support auditing and reporting requirements. The engagement with Soluzione IT Services emphasized implementation governance and process standardization, and outcomes noted in the case study include improved auditing, reporting and stakeholder collaboration.
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Professional Services | 132 | $12M | United States | Soluzione | SolzBiz | CRM | 2025 |
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Professional Services | 132 | $12M | United States | Soluzione | Distribution Desk | Distribution ERP | 2024 |
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