Velosio
115 Case Studies
A Velosio Case Study
BC Technical, the largest non‑OEM medical imaging solutions provider in the U.S. with over 300 employees and 190 field engineers, faced data fragmentation and operational strain after acquiring three companies. They needed better inventory visibility across three locations, more profitable costing for high‑cost parts, accurate quoting to win larger service contracts, and timely metrics (profitability by customer/model/technician/contract) — and had been hampered by a poor Dynamics Field Services CRM integration to Dynamics GP. BC Technical engaged Velosio and planned a re‑implementation using Dynamics 365 for Customer Engagement and Dynamics GP to address these issues.
Velosio re‑implemented Dynamics 365 for Customer Engagement and Dynamics GP, simplified and reengineered eight key field service processes, reduced integrations from 12 to five, and switched inventory valuation to FIFO across major systems while delivering integrated reporting and drill‑down capabilities. The work eliminated 2 FTEs worth of time spent chasing data issues, cut the financial close from 45 days to 5 days, improved employee confidence and morale, enabled accurate costing/pricing of parts to maximize profitability, and produced faster, more accurate billing and response times — measurable business impact delivered by Velosio.
David Meyer
Microsoft Dynamics Program Manager