The benefits of a business software solution built specifically for software and technology firms

Software and technology solution providers not only must provide innovative, technical solutions in the face of intense competition, but they also grapple with unique business challenges, including: 

  • Specialized financial requirements for revenue management and subscription billing (IFRS15 and ASC606) 
  • The need to manage implementation, support, and training for multiple concurrent projects 
  • Robust Customer Relationship Management (CRM) capabilities to help find and win new business and retain existing clients 
  • Advanced Human Resources (HR) functions to help attract and keep superior talent 

These firms need a technology solution tailor-made for their industry, but it also needs a strong business foundation. The answer: a solution built on a proven, broad-based technology framework that meets those unique requirements. 

HSO and Microsoft Dynamics 365 Connect for a Software and Technology Consulting Solution that Delivers 

By building on Microsoft’s extensive research and development investments in Dynamics 365, Azure, and business productivity solutions, HSO uses its experience as a software solution provider to offer a comprehensive solution that directly addresses the complex sales, operations, and financial requirements of software and technology companies. 

While Dynamics 365 comes with many of the essential features that today’s modern companies have come to expect, HSO’s solution for software and technology firms combines with Dynamics 365 to add the industry-specific functionality these companies need.  

So, why are software and technology companies looking at solutions like this? Here are just a few reasons: 

Cloud-based – Dynamics 365 runs on Azure in the cloud. Being cloud-based means huge savings in time and costs because server hardware, software, and maintenance are managed by the hosting provider for a monthly fee, letting you add or remove resources as needed. Plus, it lets you focus your IT attention on what matters most: growing your business. 

Security – Cloud-based also means a secure hosting environment. Hosting providers like Microsoft Azure provide enterprise-level software intrusion and virus detection, backup and failover capabilities, and 99.9% uptime. Plus, Azure’s security is strong enough to meet strict US Department of Defense standards. 

Mobility – All elements of the solution (financials, customer relationships, project management, professional service automation, supply chain management, and more) can be accessed from any device at any time using standard web browsers, allowing your entire staff the freedom to work from anywhere that has an internet connection. 

Integrations – Dynamics 365 integrates with many of the business applications that software and technology firms use every day, including Salesforce, Teams, Excel, and Outlook. These built-in integrations help integrate CRM, ERP, and PSA systems to minimize manual processes, share information across the enterprise, and promote collaboration among employees, contractors, and clients. 

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Together, HSO and Microsoft Dynamics 365 provide a scalable, one-stop solution for managing all aspects of your operations, enabling real-time and informed collaboration and insights across your entire organization. 

  • Streamline key accounting processes, including complex time and billing processes 
  • Improve automation to increase efficiencies in the finance, procurement, inventory, and supply chain 
  • Gain a flexible and scalable platform to support ongoing growth and expansion 
  • Automate the contribution of client, contact, and activity data and leverage advanced insights to gain a 360-degree view of your firm’s relationships. 

Contact HSO to learn more about Dynamics 365 solutions for software and technology firms. 

Michael D’Alesio is VP, Customer Care at HSO ProServ | Michael has served in many roles during his tenure in the Microsoft Partner Channel for the past 25-years.  Michael currently is responsible for supporting, enabling and strategically leading the HSO ProServ Team responsible for HSO ProServ D365 installed based customers to accept, adopt the Microsoft platforms to ensure they attain business value and user adoption.

Gary Mills serves as Senior Vice President of Finance, Planning & Analysis for HSO | ProServ. Gary’s diverse industry background brings a unique perspective to the company, with more than 30 years in corporate finance, banking and commercial real estate.

In his role as CFO of HSO | ProServ, Brian Lounds leverages deep experience implementing Microsoft Dynamics ERP solutions to drive excellence into the organization’s financial and practice management practices. Having worked with Dynamics solutions since 1998, he has a strong understanding of technology solutions and their application
to business initiatives.

Whit McIsaac is CEO of HSO | ProServ and brings over 20 years of leadership experience in the Microsoft Dynamics ecosystem to drive the group’s overall business strategy. Whit was Co-founder and CEO of aec360 and legal360 prior to merging these practices into sa.global, where he served as CEO of the Americas prior to launching HSO | ProServ.

Andy Yeomans brings nearly 20 years of Microsoft Dynamics sales and marketing experience to lead the HSO | ProServ sales organization. Under Andy’s leadership, the organization has shown strong growth and has consistently been recognized by Microsoft as a top performing partner, winning multiple Microsoft Inner Circle and Partner of the Year awards.

Jan Dahl Sorensen’s deep experience with Microsoft Dynamics gives him a unique foundation to guide the HSO | ProServ client success team. As part of the original development team under Damgaard Data, Jan has been working with the Microsoft Dynamics ERP solutions since 1995.

Joe Stuckey is EVP and Director of CRM Product Development for HSO | ProServ, leading the company’s CRM product development efforts across the legal, AEC, consulting, and accounting markets. Joe leverages the power of Microsoft Dynamics and Power Platform technologies to design and develop purpose-built industry solutions.

Paramesh Rajan is VP, Technology at HSO | ProServ. Paramesh has served in many Microsoft Dynamics project and program management roles over the past 20 years, and currently drives the development of the organization’s vertical ERP and HR solutions and outsourced development services.

A highly respected Microsoft Dynamics veteran, Jen Wisemore serves as CAO for HSO | ProServ. Jen was instrumental in the launch of sa.global’s US subsidiary in 2007 and has served in a wide variety of roles within Microsoft Dynamics consultancies across sales, pre-sales, program management, and leadership capacities.

John Aschenbrener is Director of Delivery Services for HSO | ProServ. John brings over 20 years of Microsoft Dynamics project and program management, consulting, and architect experience to his current role where he is responsible for driving PMO standards, methodology, and overall project delivery.

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In his role as Chief Operating Officer, Sean Skiver brings nearly 25 years of broad Microsoft Dynamics experience to provide strategic leadership around product development and client delivery services across the organization’s solutions and industry segments.

Amy Spencer leads the team that is responsible for go-to-market strategies, messaging, and demand generation in the US.

Amy earned a Bachelor of Arts degree in Communications from The College of New Jersey and has 25+ years of experience in marketing management for technology and professional services companies.

As Vice President of Human Resources for HSO, Kristen Ramerini is responsible for initiatives including recruitment, onboarding, professional development/career progression, performance management, culture, and employee retention. Prior to her position with HSO, she worked in human resources and recruiting for Seviroli Foods on Long Island and CCN, Inc. in New York City. She holds an MA in Industrial/Organizational Psychology from Hofstra University and is PHR certified.

Darren Gooding is VP of Delivery for HSO | ProServ, leading the company’s CRM delivery across the legal, AEC, consulting, and accounting markets. Darren applies his 25 years of experience and HSO’s industry focused intellectual property to successfully deliver large-scale, global engagements that ensure customer success.