Gain a 360-degree view of your Software & Technology Firm with Dynamics 365

    Overcome the industry’s unique challenges to find and win more business, streamline project delivery, and optimize accounting

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    Gain a 360-degree view of your Software & Technology Firm with Microsoft Dynamics 365

    Overcome the industry’s unique challenges to find and win more business, streamline project delivery, and optimize accounting

    Business management solutions that meet the complex needs of software and technology providers

    Software and technology providers are under significant pressure to deliver innovative and groundbreaking products and solutions. Meeting these expectations while also maintaining a 360-degree view across your business is incredibly difficult, especially when you consider the complex nature of the sales, operations, and finance processes involved.

    At HSO ProServ, we understand the challenges faced by software and technology companies. As a software solution provider ourselves – and a leading Microsoft partner – we have developed a unique portfolio of Microsoft Dynamics 365-based solutions and services designed to address these challenges.

    Our portfolio includes:

    Broad CRM capabilities for finding and winning more business

    Embedded professional services automation capabilities to manage implementation and support activities

    Strong contract management, subscription billing, and revenue management capabilities that comply with IFRS15 and ASC606 standards

    Advanced finance, operations and HR capabilities to drive efficiencies and visibility across your business

    Advanced intelligence solutions delivered in Power BI and embedded within the context of your business processes

    Native integration with the Microsoft tools you use every day to drive better productivity, collaboration and insights

    Comprehensive Support for Software and Technology Vendors

    Leveraging the full set of Microsoft cloud solutions, we provide end-to-end sales and operations support for software and technology providers, regardless of your size or focus.

    Manage Multiple Revenue Streams
    Effectively track and recognize revenue across revenue streams, including products, subscriptions, services and support, and more.
    Track Contracts and Complex Billing Processes
    Streamline the management of multi-element contracts and billing processes to ensure accurate accounting and compliance with revenue recognition requirements.
    Increase Agility
    Easily scale to support rapid growth, in an efficient and profitable manner.
    Gain True 360-Degree View of Your Business
    Increase visibility of all aspects of your business, including your customer relationships, contracts, projects, finances, and people.

    Delivering real-world results

    A global project management software company was running NetSuite as their ERP software to manage their order-to-cash, procurement, and financial processes. However, this solution did not adequately meet the firm’s complex billing and revenue recognition requirements. After considering their alternatives, the firm selected Microsoft Dynamics 365 from HSO ProServ.

    Our team worked with this software company to deliver a Dynamics 365 solution that would allow them to:

    • Better integrate their CRM, ERP, and PSA systems to reduce redundant and manual processes such as entering and managing data across multiple systems
    • Streamline key accounting processes, including the billing of contracts and services
    • Improve automation to increase efficiencies in the finance and procurement departments
    • Gain a flexible and scalable platform to support ongoing growth and expansion

    By working with HSO ProServ, this organization was able to successfully deploy Dynamics 365 as their new global ERP platform.

    Why choose Microsoft 365 and HSO ProServ

    Microsoft Dynamics 365 offers unmatched capability and scalability, making it the ideal platform for growing software or technology providers. Microsoft’s unmatched investments in R&D ensure that Dynamics 365 will grow and evolve with your company well into the future. Add in native integration with the rest of the Microsoft technology platform, and Dynamics 365 becomes a one-stop solution for managing all aspects of your operations, enabling real-time and informed collaboration and insights across your entire organization.

    As an 11-time Microsoft Partner of the Year winner and proud member of Microsoft’s Inner Circle recognizing the top 1% of Microsoft partners worldwide, HSO is uniquely positioned to help you leverage Dynamics 365 to help transform how you do business and drive productivity and insights across your organization.

    Contact us today to learn about the impact Dynamics 365 can have on your 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, 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’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.