Velosio B2B Case Studies & Customer Successes

710 Labs Gains Efficiency and Tackles Data Intelligence with Velosio Cannabis Solution

710 Labs

Scott Jolley

Director of Finance

Aftermarket Auto Company Supports Monumental Growth with Hosted Velosio Managed Care Solution

Aftermarket Auto Company

Agribusiness Organization achieves major productivity and collaboration gains with Velosio's Copilot

Agribusiness Organization

Ahresty Wilmington Corporation achieves automated procurement and seamless system integration with Velosio (Microsoft Dynamics AX)

Ahresty Wilmington Corporation

Assurex Health achieves streamlined financial consolidation and procurement visibility with Velosio

Assurex Health

Automotive Organization achieves 25% productivity gain, 35% clearer communication and 45% more creativity with Velosio's Copilot for Microsoft 365

Automotive Organization

Azure Northwest doubles in size without adding staff with Velosio (Microsoft Dynamics SL)

Azure

Sheri Cuellar

Controller

Bargetto Winery Pours Out Inefficiencies With its Move to the Cloud and Microsoft Dynamics 365 Business Central

Bargetto Winery

Wendy Paz

Accounting/HR Manager

BC Technical achieves faster financial closes and full data visibility with Velosio

BC Technical

David Meyer

Microsoft Dynamics Program Manager

Berkowitz Pollack Brant achieves 80% faster month‑end close and unified financials with Velosio (Microsoft Dynamics 365 for Finance and Operations)

Berkowitz Pollack Brant

Adres “Andy” Advincula

Chief Financial Officer

BioStorage Technologies achieves automated invoicing and faster cash flow with Velosio

BioStorage Technologies

Mike Reffeitt

Chief Financial Officer

How Velosio helped Bonnie Plants save cost and introduce license automation using Microsoft 365 Licensing

Bonnie Plants

Brotherhood Mutual Insurance Company achieves a modern multi‑unit CRM and improved sales effectiveness with Velosio (Microsoft Dynamics 365 Sales)

Brotherhood Mutual Insurance Company

Judd Johnson

Manager, Enterprise Data management

Lumber Distributor Boosts Growth, Accuracy, and Customer Service with Microsoft Dynamics 365 Finance and Supply Chain Management

Building Materials Distributor

Burkett Restaurant Equipment & Supplies achieves real-time reporting and operational efficiency with Velosio's NetSuite implementation

Burkett Restaurant Equipment & Supplies

C.A. Short achieves scalable growth and enhanced IT security with Velosio

C.A. Short

CalTex Protective Coatings achieves faster processing and scalable growth with Velosio and Microsoft Dynamics GP

CalTex Protective Coatings

Caltius Capital Management achieves integrated CRM and improved investor relationships with Velosio

Caltius Capital Management

Cannabis Edibles Company Devours Business Challenges with Complete ERP Solution

Cannabis Edibles Company

CareSource achieves actionable member insights and higher staff productivity with Velosio's cloud Microsoft Dynamics CRM

CareSource

Karin VanZant

Executive Director

Cedar Fair Entertainment keeps sales growth on track with Velosio's Microsoft Dynamics CRM

Cedar Fair Entertainment

CertaPro Increases Staff Capacity with Express Microsoft Dynamics Business Central Implementation

Certapro

Jason Seward

Director of Accounting

Cincinnati Surgical achieves faster, real-time reporting and smarter decision-making with Velosio

Cincinnati Surgical

Jason Greiner

President

City Facility Management Automates Processes to Better Serve Clients and Save Millions

City Facility Management

How Velosio helped Columbia Machine replace their outdated CRM Microsoft Dynamics Customer Engagement

Columbia Machine, Inc.

Nikki Hagen

Business Analyst for CRM and ERP

Conger Construction Group achieves centralized data access and rapid user adoption with Velosio

Conger Construction Group

Larry Conger

President/CEO

Construction Equipment Services Organization Enhances Productivity and Efficiency with Microsoft 365 Copilot

Construction Equipment Services Organization

Control Risks improves margins with Velosio using Microsoft Dynamics AX

Control Risks

Elliot Daly

Head of Business Systems

Crossroads Community Church achieves scalable financial management and streamlined reporting with Velosio (Microsoft Dynamics GP)

Crossroads Church

Nick Furnish

Business Analyst

Cumulus Media reduces costs and boosts efficiency with Velosio cloud solution

Cumulus Media

Divisions Maintenance Group saves thousands of proposal hours and scales 50% annual growth with Velosio's Dynamics CRM

Divisions Maintenance Group

Dreamfields Transitions Data into Actionable Insights with Microsoft Fabric

Dreamfields

DreamFields Achieves Seamless Integration with Leading Cannabis End-to-End Solution SilverLeaf

Dreamfields

Emergency Medical Services Organization’s Microsoft Dynamics 365 Finance and Supply Chain Management Solution Provides Strong Foundation for Growth

Emergency Medical Services Organization

Erosion Control Company Replaces Manual, Error-prone Processes with Streamlined Field Service Solution

Erosion Control Company

F. Schumacher & Co. Reduces Azure Spend by 23% with Cost Optimization from Velosio

F. Schumacher & Co.

Brandon Koupal

Director of Enterprise Systems

FFR Merchandising achieves standardized, integrated operations to support growth with Velosio and Microsoft Dynamics NAV

FFR Merchandising

Sporting Goods Retailer Finds Efficiency and Cost Savings with Dynamics 365 Business Central

Fin Feather Fur Outfitters

Eric Wentworth

ERP Manager

Financial Advisory Firm adds Efficiency with Upgrade to Microsoft Dynamics 365 Business Central

Financial Advisory Firm

FLOCK Specialty Finance achieves scalable cloud financial control and faster reporting with Velosio-powered Microsoft Dynamics 365 Business Central

FLOCK Specialty Finance

Daniel Paul

Accounting Manager

Fluresh Tackles Immense Growth with Dynamics 365 Business Central and Silverleaf Cannabis Solution

Fluresh

Brian Hendricks

Director of Information Systems

How Freedom Tree Farms Achieved Success with Velosio and Microsoft Technology

Freedom Tree Farms

Matias Reyna

Vice President

Global IT Leader Boosts Productivity and Streamlines Operations with Microsoft 365 Copilot

Global IT Leader

Global Strategy Group achieves real-time project and revenue insight with Velosio and Microsoft Dynamics 365

Global Strategy Group

Andrew Ho

Chief Information Officer

Global Strategy Group achieves unified project control, improved productivity, and 34% lower licensing costs with Velosio (Microsoft Dynamics 365)

Global Strategy Group

Andrew Ho

Chief Information Officer

Gorilla Glue Company achieves scalable growth and data control with Velosio Distribution Solutions

Gorilla Glue Company

Brent Zellner

Director of Information Technology

Grocery Chain boosts research speed and document quality with Velosio's Microsoft Copilot for Microsoft 365

Grocery Chain

Havtech Moves CRM to the Cloud and Integrates with ERP and Data Lake for Better Customer Experience

Havtech

Health Insurance Brokerage Achieves 60% Faster Year-End Close

Health Insurance Company

Health Solutions Company Achieves Robust, Scalable, and Secure Infrastructure in the Cloud

Health Solutions Company

Health Solutions Organization Deploys Microsoft Teams Phone for Elevated Communication

Health Solutions Organization

Healthcare Monitoring Solutions Company Reduces Monthly Spend by $18k by Diminishing Virtual Machines and Migrating to Azure within 40-hour Timeframe

Healthcare Monitoring Solutions Company

IMS Creates User-Friendly, Interactive, Intuitive Client Experience with Power Platform

IMS Legal Strategies

laughs Rebecca P.

IMS Consulting Services

Industrial Supply Organization Improves Productivity and Streamlines Workflows with Microsoft 365 Copilot

Industrial Supply Organization

Intellectual Property Owners Association Moves its iMIS Solution to the Cloud for Streamlined Engagement Management

Intellectual Property Owners Association

Nicholas Evans

Operations Manager

Irrimax Supports Massive Growth with Scalable Microsoft Dynamics 365 Solution

Irrimax Corporation

David Kafowski

Supply Chain Manager

JG Management Systems Finds Efficiencies in the Cloud with Microsoft Dynamics 365 Business Central and Progressus

J.G. Management Systems

Kim Kelley

Senior Financial Advisor

Kay Holdings achieves centralized real-time reporting and a $1.5B high-water mark with Velosio

Kay Holdings

Kidder Mathews Capitalizes on Productivity Solutions with Microsoft Dynamics from Velosio

Kidder Mathews

Regina Golonka

Senior Corporate Accounting & Finance Manager

KYOCERA SGS Precision Tools achieves greater visibility and a streamlined sales pipeline with Velosio

Kyocera SGS Precision Tools

Modernizing Business Processes and Enabling Remote Work at Large Insurance Company

Large Insurance Company

Healthcare Company Replaces Costly Salesforce Solution with Microsoft Dynamics 365 Field Service for Improved Patient Care

Leading Comprehensive Health and Wellness Provider

How Velosio helped seamlessly transition a leading oil industry supplier to a modern communication system

Leading Oil Industry Supplier

LeafFilter achieves time and cost savings with Velosio's NetSuite solution

LeafFilter

Larry Napolitan

Chief Financial Officer

LPK Design Agency achieves accurate project costing and faster reporting with Velosio (Microsoft Dynamics GP)

LPK Design Agency

John Keller

financial services manager

Maarel Orchids achieves integrated operations and scalable growth with Velosio (Agriware on Microsoft Dynamics NAV)

Maarel Orchids

Management Consulting Firm Nails Project Management with End-to-end Microsoft Solution

Management Consulting Firm

Mascot Pecans Shells out Efficiencies with Microsoft Dynamics 365 Business Central

Mascot, Inc.

Jake Tarver

Chief Operating Officer

How Velosio helped streamline operations for McCutcheon to improve productivity and simplify data management

McCutcheon Enterprises

McStain Neighborhoods achieves improved profitability and 25%+ faster month‑end close with Velosio (Microsoft Dynamics SL + BuildTopia integration)

McStain Neighborhoods

JC Rose

Controller

MD Complete Skincare achieves streamlined order processing and improved inventory and financial visibility with Velosio's NetSuite implementation

MD Complete Skincare

Chris

CTO

MegaGen Delivers more Confident Smiles with Microsoft Dynamics 365 Business Central

MegaGen America

Benjamin Ahn

Director of Operations

Model Group achieves automated billing and faster financial reporting with Velosio

Model Group

Ron Muse

Controller

Nachurs Alpine Solutions achieves pipeline visibility and scalability with Velosio

Nachurs Alpine Solutions

Nelson Brothers Entrusts Velosio with its upgrade to Microsoft Dynamics 365 Finance and Supply Chain Management

Nelson Brothers

Blake Cummings

Manager, ERP Systems

Neundorfer achieves real-time reporting and streamlined operations with Velosio

Neundorfer

Jean Ockuly

Vice President of Finance

New Street Research achieves optimized client tracking and targeted, compliant email outreach with Velosio

New Street Research

Not-for-Profit Corporation Upgrades to Microsoft Dynamics 365 Finance and Supply Chain Management for Quick ROI and Improved Security

Not-for-profit Inmate Training Corporation

NovaVision Supports Growing Client Base with Upgrade to Microsoft Dynamics 365 Business Central from Microsoft Dynamics NAV

NovaVision

Eric Grider

Business Analyst

NWS achieves faster growth, improved order accuracy and sales visibility with Velosio’s Dynamics 365 & Azure Cloud solution

NWS

ORR Safety Corp. achieves faster, streamlined ERP operations with Velosio's Dynamics GP upgrade

ORR Safety Corp.

Sidonie Ho

Systems Analyst Supervisor

How Velosio helped strengthen security and efficiency for Pelican State Credit Union

Pelican State Credit Union

PENTAX Medical achieves centralized customer management and same-day quoting with Velosio’s Dynamics 365 solution

PENTAX Medical

Port of Anacortes achieves improved productivity and remote work capability with Velosio's Microsoft Dynamics 365 Business Central

Port of Anacortes

Wendy Fauver

Accounting Manager

Press Ganey Associates achieves faster reporting and streamlined operations with Velosio

Press Ganey Associates

Lin Jimison

ERP Systems Analyst

Protective Wear Company Moves to Microsoft Dynamics 365 Business Central

Protective Wear Company

Quick Solutions achieves streamlined time tracking and real-time project reporting with Velosio

Quick Solutions

Pamela Hagely

Director and Corporate Controller

Property Management Company Consolidates Tenants and Centralizes Microsoft Cloud Presence with Velosio Cloud

Renowned Property Management Company

Restaurant Equippers achieves more than double business growth and improved customer service with Velosio and Microsoft Dynamics GP

Restaurant Equippers

Roger Wadsworth

General Manager

Rhenium Alloys achieves faster support and full Dynamics GP utilization with Velosio

Rhenium Alloys

Sean Schroeder

IT Manager

Rotex Global achieves integrated global ERP and CRM, lower TCO, and improved inventory control with Velosio

Rotex Global

Robert Dieckman

CFO and VP of Finance

Sage Sustainable Electronics Gains Efficiencies with Microsoft Dynamics 365 Business Central

Sage Sustainable Electronics

Patrick Kara

Chief Information Officer

Sarnova saves 50 labor hours weekly and gains real‑time inventory and reporting with Velosio (Microsoft Dynamics GP)

Sarnova

Rhiannon Greene

Vice President, Pricing and Information Systems

Schaeffer's Investment Research boosts revenue and streamlines reporting with Velosio (Microsoft Dynamics CRM)

Schaeffer’s Investment Research

ShuBee saves two full-time salaries and unifies data systems with Velosio (Microsoft Dynamics GP)

ShuBee

Stacey Timothy

Chief Financial Office

SO natural achieves real-time operational visibility and scalable growth with Velosio (Dynamics NAV & Agriware)

SO natural

Stafast achieves proactive inventory control and a streamlined supply chain with Velosio and Microsoft Dynamics AX

Stafast

Successful Migration of Data and Users After Acquisitions Leads to Employee Satisfaction and Streamlined Systems at Strabo Partners

Strabo Partners

David Schmidt

Founder and President

Sultan Healthcare achieves real-time 360° customer visibility for remote reps with Velosio

Sultan Healthcare

Jesse Robbins

Director of IT

Sumitomo Heavy Industries streamlines product service by 75% and cuts repair time from 2 months to 2 weeks with Velosio (Microsoft Dynamics 365)

Sumitomo Heavy Industries

Anthony Pothecary

Operations and Quality Manager

Sunless, Inc. Achieves Higher Profitability while Delivering Exceptional Customer Service with an End-to-End Microsoft Solution

Sunless, Inc.

Sutphen streamlines purchasing and manufacturing with Velosio using Microsoft Dynamics AX

Sutphen

Sutphen Corporation Builds a Solid Solution for Growth with Dynamics 365 Finance & Supply Chain Management and AXIO from Velosio

Sutphen

B.J. Laney

Corporate General Manager

Technology Service Provider Optimizes Parts Management with Microsoft Dynamics 365 Supply Chain Management Solution from Velosio

Technology Service Provider

The Bruce Company of Wisconsin, Inc. Upgrades to Microsoft Dynamics 365 Business Central for its Operations Heartbeat

The Bruce Company of Wisconsin, Inc.

Jeff Schlieckau

IT Director

Milgro Nursery Plants the Seed for Continual Operational Efficiency with Microsoft Dynamics 365 Business Central and Velosio SilverLeaf

The Milgro Nursery

Ryan Porter

Controller

Triosim Corporation achieves unified customer data and improved sales pipeline visibility with Velosio

Triosim Corporation

Kurt Bramer

President of Southern Specialty

Triumph Express Empowers Business Growth with Microsoft Dynamics 365 Business Central from Velosio

Triumph Express Service Canada, Inc.

Helen Rei

Vice President

UniRush achieves streamlined financial management and 50% lower IT costs with Velosio (hosted Microsoft Dynamics GP)

UniRush

Tom Brand

VP of Finance

Video Corporation of America (VCA) achieves real-time project control and integrated accounting with Velosio (Microsoft Dynamics SL)

Video Corporation of America (VCA)

Chuck Heuer

Vice President

Werk-Brau Automates Processes and Boosts Customer Service with Holistic Microsoft Dynamics 365 Business Central from Velosio

Werk-Brau

Nate Heintzelman

Director of Operations

Werner Gourmet Meats’ Transformation Journey

Werner Gourmet Meat Snacks

Westerlay Orchids Blossoms Digitally with Velosio and Microsoft Dynamics 365 Business Central

Westerlay Orchids

Mike Hayes

Controller

Wingspan achieves confident decision-making and improved planning with Velosio’s Microsoft Dynamics GP business intelligence solution

Wingspan

Tom Browne

Chief Financial Officer

Yale-New Haven Hospital achieves streamlined, real-time patient transfers with Velosio's Microsoft Dynamics CRM solution

Yale-New Haven Hospital

Velosio B2B Case Studies & Customer Successes

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