Dublin, 43017, OH,
United States
Velosio
Velosio, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Velosio collaboration with software players such as Microsoft, Insight Works and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Azure Northwest Homes | Construction and Real Estate | 22 | $30M | United States | Microsoft | Microsoft Dynamics SL Purchasing | Procurement | 2018 |
In 2018, Azure Northwest Homes implemented Microsoft Dynamics SL Purchasing in the Procurement category to centralize finance and project accounting for its homebuilding operations in the Pacific Northwest United States. The implementation was delivered with SI Velosio and linked to BuildTopia to maintain project level costing continuity between construction workflows and the financial ledger. The deployment targeted finance, accounts payable, purchasing, and project accounting teams supporting regional homebuilding sites, with emphasis on central reporting and streamlined invoice handling.
Microsoft Dynamics SL Purchasing was configured to support purchasing workflows and accounts payable processing, including invoice capture, approval routing, vendor payment staging, and procurement ledger posting aligned to job costing. Configuration emphasized mapping invoices and purchase activity to projects and cost centers to preserve project accounting integrity. Reporting and approval automation were set up to accelerate invoice throughput and provide faster operational and financial reporting for finance and project managers.
The implementation integrated Microsoft Dynamics SL Purchasing with BuildTopia to synchronize project and job costing data between the construction management application and the financial system. Integration preserved project accounting integrity across ordering and invoicing and enabled cross system visibility for finance and project management. Operational coverage included the finance department, accounts payable, purchasing functions, and project accounting across Pacific Northwest operations, with Velosio responsible for system configuration and integration oversight.
Governance changes focused on standardizing purchasing and accounts payable workflows and centralizing invoice approval processes within Microsoft Dynamics SL Purchasing. Role based permissions and formal approval routing were implemented to enforce controls and reconcile project costs to financial ledgers. Rollout activities concentrated on consolidating finance processes and establishing a consistent reporting cadence across projects, accompanied by Velosio led training and operational handoff.
The deployment delivered faster reporting and operational efficiency as described in the source, and Velosio reports they can now approve and process 100 invoices in only 10 minutes. These results reflect improved invoice throughput and centralized project accounting visibility enabled by Microsoft Dynamics SL Purchasing in Procurement. No additional cost or broader outcome details were provided.
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Bellefaire Jewish Children's Bureau | Healthcare | 10 | $1M | United States | Microsoft | Microsoft Forecaster (formerly FRx Forecaster) | EPM | 2018 |
In 2018, Bellefaire Jewish Children's Bureau implemented Microsoft Forecaster (formerly FRx Forecaster) as its EPM solution alongside Microsoft Dynamics GP. The deployment targeted budgeting and forecasting for their US based nonprofit operations across multiple programs and funders.
The implementation centered on the Microsoft Forecaster budgeting and forecasting functional module, configuring planning workflows and budget templates to capture program budgets and funder specific requirements. Configuration work focused on finance and budgeting processes to standardize inputs from program managers and produce consolidated budget views for the finance team.
Microsoft Forecaster was integrated with Microsoft Dynamics GP to align general ledger balances and actuals with forecast and budget models, enabling periodic refreshes of financial data between operational accounting and planning. Velosio served as the system integrator, leading deployment and configuration activities for the organization.
Governance changes emphasized centralized budget control within finance while enabling program level owners to submit budgets through Forecaster workflows, influencing approval routing and planning cadence. According to the partner case, the activity drove faster, more confident decision making for program budgets.
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Control Risks | Professional Services | 3000 | $1.2B | United Kingdom | Microsoft | Microsoft Dynamics AX Travel and Expense Module | Expense Management | 2016 |
In 2016, Control Risks implemented Microsoft Dynamics AX Travel and Expense Module as part of a global Microsoft Dynamics AX ERP deployment. The Microsoft Dynamics AX Travel and Expense Module was deployed to consolidate expense processing and align travel and expense workflows with project accounting and corporate finance functions at the professional services firm.
The implementation configured core Expense Management capabilities typical for consulting firms, including expense capture and reporting, approvals and policy enforcement, corporate card reconciliation, and automated cost allocation to projects. Configuration emphasized integration with Dynamics AX project accounting and finance modules to ensure expenses flowed directly into project cost and revenue ledgers for accurate margin analysis.
Velosio served as the system integrator for the rollout, leading phased global deployment and user onboarding across finance, project management and client-facing consulting teams. Governance changes included centralized expense policy controls, role based approval workflows and a structured change management program to drive user adoption across the 3,000 employee organization.
The rollout delivered greater than 95% user adoption and improved margin management and operational visibility, with the Microsoft Dynamics AX Travel and Expense Module operating as the firm’s Expense Management solution tightly coupled to project accounting and finance operations.
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Media | 2464 | $844M | United States | Microsoft | Microsoft Dynamics GP | ERP Financial | 2010 |
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Construction and Real Estate | 50 | $50M | United States | Microsoft | Microsoft Dynamics SL Payroll | Payroll | 2018 |
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Construction and Real Estate | 50 | $50M | United States | Microsoft | Microsoft Dynamics SL Purchasing | Procurement | 2018 |
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Professional Services | 14 | $2M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2022 |
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Automotive | 10 | $1M | United States | Microsoft | Microsoft Dynamics SL Payroll | Payroll | 2022 |
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Professional Services | 64 | $6M | United States | Insight Works | Insight Works Dynamic Ship | Shipping Management | 2024 |
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Distribution | 10 | $1M | United States | Microsoft | Microsoft Dynamics GP – Supply Chain Management | Supply Chain Management | 2000 |
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Buyer Intent: Companies Evaluating Velosio Services
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