Case Study: Assurex Health achieves streamlined financial consolidation and procurement visibility with Velosio

Velosio Prescribes Successful Solution for Assurex Health

Assurex Health, a personalized medicine company specializing in pharmacogenomics and the GeneSight test, faced rapid expansion and needed a flexible, compliant financial management system to support growth. They required improvements in financial consolidations, cash flow reporting, fixed-asset tax tracking, and a structured end-to-end procurement process with centralized purchase-order visibility — and engaged Velosio to address these challenges using Microsoft Dynamics AX.

Velosio designed and implemented core Microsoft Dynamics AX financial modules and Dynamics AX Workflow to meet Assurex’s consolidation, fixed-asset, reporting, and procurement needs. The solution enabled company-wide transaction tracking, fed accessible data into consolidated reports, and established purchase-order workflows with role-based approvals, delivering consistent balances, improved internal and external reporting, and smoother document flow; Assurex is now live on Purchase Order workflows and Core Financials and rates the project highly successful.

Assurex Health