Leading Consulting Solutions Provider Transforms Global Finance Processes with Microsoft + consulting360 

Company Overview

With global offices in nearly 20 countries, our client provides consulting solutions that help their clients grow revenues and profits while increasing customer loyalty and engagement.


HSO worked with our client to implement Microsoft Dynamics 365 + consulting360 as their new global ERP platform to manage key global accounting, project and contract management, and financial management processes.


Through the implementation of Dynamics 365, our client has:

  • Streamlined global finance practices
  • Improved management of client contracts and projects
  • Gained more timely access to information to drive decision making

Leading Consulting Solutions Provider Transforms Global Finance Processes with Microsoft + consulting360 

Client Background

When today’s leading automotive, healthcare, and retail organizations need to solve difficult challenges related to increasing market share, optimizing distribution networks, and maximizing client engagement, this organization comes to the rescue.  Our client provides expert consulting services backed by cutting edge data science to help their clients grow revenues, improve profitability, and increase customer loyalty.  The organization has over 900 employees in nearly 20 worldwide offices. 

International Growth Drives Need for More Control

Our client had historically used a popular mid-market ERP platform that was not designed to meet the needs of larger multi-national organizations and was not built with the needs of professional services organization in mind.  This led to several manual processes and disconnected spreadsheets that were used to manage client contracts, billing, and global financial reporting processes. 

In addition, changes to global revenue recognition and compliance standards, such as ASC 606 and IFRS 15, required our client to implement new measures to improve financial controls.  As a result, this organization embarked on an ERP replacement project to find a platform that would improve controls and visibility across their global business. 

A Proven Next Generation Global Business Platform

HSO worked with our client to implement the Microsoft Dynamics 365 + consulting360. The cloud-based ERP platform leverages the best of the Microsoft cloud to drive productivity and insights throughout your organization. 

Dynamics 365 is now used to manage the organization’s global financial management practices, as well as key project and contract accounting, billing, and revenue management processes.  HSO’s consulting360 solution extends native Dynamics 365 capabilities to provide a best-in-class cloud ERP platform for consulting firms. 

The Results

Through the implementation of Microsoft Dynamics 365 + consulting, our client has been able to: 

  • Streamline and standardize global financial management practices and controls
  • Improve the financial and operational management of client-facing contracts and projects to support decision making throughout the client engagement and solution delivery lifecycle
  • Enable and support the finance needs of the organization’s global offices
  • Accelerate the financial close process to provide more timely information to key stakeholder across the business 

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.