Case Study: Press Ganey Associates achieves faster reporting and streamlined operations with Velosio

Press Ganey Gaining Success with Microsoft Dynamics and Velosio

Press Ganey Associates, a leader in healthcare performance improvement serving thousands of organizations, was strained by rapid growth and a patchwork of disconnected CRM, customer data and accounting systems. Legacy, homegrown tools created information silos, slow month‑end reporting (taking more than a week), and inaccurate management data. To modernize operations, Press Ganey Associates selected Microsoft Dynamics as a fully integrated ERP/EPM platform and engaged Velosio to lead the implementation.

Velosio implemented Microsoft Dynamics with integrations to Dynamics CRM and Big Machines (CPQ), consolidating finance, project management and CRM into a single, real‑time system. The deployment cut common reporting from over a week to under two days, reduced invoicing from multiple days to a single day, improved quote accuracy and shortened sales cycles, and enabled end users to generate their own reports—eliminating silos and delivering timely, actionable management information.

Press Ganey Associates

Lin Jimison

ERP Systems Analyst