Velosio

BACKGROUND

Please describe your company and position.

I am the Manager of Managed Services of Cantata Health Solutions

Describe what your company does in a single sentence.

Software company specializing in EHR software and Managed Services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Velosio to accomplish?

• Transfer all users to Microsoft Teams Phones form another platform.

SOLUTION

How did you find Velosio?

Existing relationship with Vendor

Why did you select Velosio over others?

• High ratings
• Pricing fit our budget

How many teammates from Velosio were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Project Definition Microsoft Teams Cloud Voice (VoIP):
Microsoft Teams Cloud Voice refers to the capability of people to make and receive calls in Microsoft
Teams. Microsoft 365 subscriptions including Teams Calling from one Teams app to another Teams app.
Making and receiving calls to and from landlines and mobile phones on the public switch telephone
network (PSTN) in Teams is available with an add-on like Microsoft 365 Teams with Calling Plan or is
included in Microsoft 365 E5. These options provide a cloud-based phone system in Teams with features
such as hold, blind and safe transfers, and reporting features for professionals who manage calling
solutions.
This offering expands on Teams Essentials to leverage Microsoft Teams Cloud Voice as the Phone system
for the organization.
Project Overview:
This package will enable organizations to begin leveraging Microsoft Teams Cloud Voice. Microsoft Teams
is a powerful collaboration tool that allows for greater productivity leveraging effective communication
such as chats, meetings, and more. This offering will enhance Microsoft Teams with telephony capabilities.
Velosio is also recommending that Cantata Health Solutions (Cantata Health) consider transitioning it’s
existing licensure under Velosio as the partner for Microsoft licensing. The transition is seamless, and
does not cause any interruption of services or functionality. Rather, it is simply a licensing backend
transition, but provides Cantata Health with a single point of contact for licensing, support, and
professional services, as well as a single invoice for licenses. In support of this approach, Velosio has
summarized annual licensing investment based on the existing licensing held by Cantata Health.

This project has the following deliverable(s):
Teams Planning\Discovery
Perform Teams Readiness
1. In-depth understanding of present current platform (If any)
i. Review current configurations and note any deficiencies\areas of improvement.
2. Minimum Networking Requirements for Microsoft Teams.
ii. Network Bandwidth Review
iii. Ports Review
3. In-depth understanding of client’s end user’s device requirements.
iv. Ensure client is running on appropriate Microsoft Teams version.
v. Ensure client has appropriate Microsoft Teams equipment.
1. Desktop\Laptops
2. Desk sets\Handsets
3. Mobile devices
4. Conference room devices
4. Conferencing Requirements
vi. Domestic vs International Conferencing Requirements
vii. Toll and Toll-Free Bridge Conferencing Requirements
5. Licensing Review and Validation.
i. Teams Phone Resource Accounts
ii. Communications Creditsiii. Domestic \International Plans
iv. Audio Conferencing
v. Teams Phone with Calling Plan
Build\Deploy Cloud Voice
Setup Audio Conferencing & Meetings
1. Establish Communication Credits
2. Establish Audio Conferencing License
3. Establish Communication Credits
4. Establish Service Numbers
i. Toll & Toll-Free Numbers
5. Establish Conferencing Bridge Number
6. Establish Default Languages
7. Establish Conference Bridge Settings
8. Establish Dial-In for users
Build\Deploy Teams Voice Phone System
1. Establish Cloud Voice
i. Cloud Voicemail & Transcriptions
ii. Caller ID
iii. Establish Emergency Calling
2. Phone Numbers
iv. Establish Phone Dial Plans
v. Phone Number Bank
vi. Order Phone Numbers (2)
vii. Number Porting Tutorial (1 Port)
viii. Assigning Phone Numbers (2)
3. Establish Call Queues (2)
Create custom greetings, play music for customers waiting on hold, and set
up shared voicemail.
ix. Create Resource accounts
x. Assign Number
xi. Custom Greeting
xii. Call Answering
 Users and groups
 Routing Methods
 Alerting Time
 Call routing
4. Establish Main Auto Attendant
Answer inbound calls and easily route them to the right queues with a
cloud-based phone system. Set parameters to route calls by time zone,
language, or availability.
xiii. Assign Main Number (1)
xiv. Establish Operator
xv. Time zone
xvi. Language
xvii. Voice Inputs
xviii. Review Call Flow (1)
 On hours
 After Hours
 Holidays
xix. Dial scope
xx. Resource Accounts
ii. Review cloud compliance recording
Training
Teams Reporting Training
1. Call Quality Dashboard Review
2. Usage Reports Review
i. Minutes Usage
ii. Communication Credits Usage
iii. Teams\Meeting Usage
Teams End User Adoption
3. Establish Champions Team (2 weeks)
I. Establish Champions
II. Create Champions Microsoft Teams (1)
III. Training
 Calling
 Outbound
 Inbound
 Click to Call\Speed Dial
 Simultaneous Ringing
 Call Transfers and Handling
 Call Park
 Call Escalations
 Call Delegations
 Three-way PSTN Calls
 Busy on Busy
 Out of Office
 Secure Calling between Tenants
 Voicemail
 Transcription
 Integration with outlook
 Conferencing
 Teams Voice preferences
 Call ring time
 Calling Types
 Transfer calls between devices
 Mobile Device Preferences
 Documentation and Best Practices
Teams Rollout
Adoption
1. Admins to plan remaining org roll out for the rest of the org.
a. Schedule Cut over Phone Number Porting.
b. Advise end users whom to contact for any support questions with the client's organization.
c. Champions will help lead the roll out Microsoft Teams to the rest of the organization, provide training links, and help with questions\answers.
d. Support for Champions\Admin 14 Days Post Rollout for Teams Related Questions or Issues. (2 Hours)

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

This project will be considered complete when all expected deliverables have been received by Cantata Health, as acknowledged and agreed to by the parties through a Project Completion form, in accordance with the procedures set forth in this paragraph. At the completion of the project, Velosio will provide the Cantata Health with a Project Completion form. Cantata Health will have 7 calendar days from the date of receipt of the Project Completion form either (I) to accept it by: signing and returning it to Velosio, or (ii) to articulate its objections in writing to Velosio. If Cantata Health does not timely provide Velosio with written acceptance or objection(s) within such 7-calendar day period, Cantata Health will be deemed to have ACCEPTED the project and all associated deliverables without any further action by either party.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Project Manager assigned to us was Jonathan.  He was extremely responsive to our questions, punctual to our scheduled meetings, and always engaged.  Jonathan would send summaries of what was discussed in the meetings shortly after each call and would deliver on his tasks ahead of schedule.  

When we would email or send a Teams message to Jonathan, he was always quick to respond with the information or an answer we were looking for.

I'm working with Jonathan currently on a different project and I find him extremely knowledgable and helpful with all facets.

What was your primary form of communication with Velosio?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Velosio has extremely smart and efficient people working for them and always deliver on time.   

Are there any areas for improvement or something Velosio could have done differently?

There was not one area of the project in which we were unhappy with Velosio.  I wish all vendors were this reliable and good at what they do.

BACKGROUND

Please describe your company and your position there.

I am the Director of IT for one of the leading companies in consumer organization products.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Velosio, and what were your goals??

We needed to transition away from our hosted phone system to Microsoft Teams Voice. We wanted to save money in the process.

SOLUTION

How did you select this vendor and what were the deciding factors?

I have worked with Velosio in the past and have always had a great experience with their implementation staff.

Describe the project in detail and walk through their service package, including any calling tools used.

The project entailed migrating away from our current phone provider. We needed the Teams Voice system to work just the same as the existing system.

Who did you work with and what was the feedback process like?

We worked with Tammy Corso and Jonathan Darling - and they were both amazing. Jonathan did an amazing job of configuring the system, and basically handing it over to us turn-key.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the service?

We had numerous compliments from our customer care team on how easy this transition was. They were very happy with the way this project went so smooth.

Describe their project management style, including communication tools and timeliness.

Jonathan was great with keeping a cadence on our weekly meetings on status reports. I always knew where he was in the process, and was able to accurately give progress reports to my executives.

What did you find most impressive or unique about this company?

I was impressed with their professionalism and how quickly they were able to get me the right resources in such a short amount of time.

Are there any areas for improvement or something they could have done differently?

None - this was a great experience.

BACKGROUND

Please describe your company and your position there.

DM AIRPORTS, LTD. operates and manages all aspects of Morristown Airport from airfield & infrastructure management, hangar and real estate development, community relations and more.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Velosio?

We hired Velosio to help us reshape our Microsoft Teams and SharePoint applications to improve our internal company collaboration and communication. When we were forced into rolling out Microsoft Teams during the pandemic, we did not have a full understanding of the product and created more problems than we tried to solve. Velosio was brought in to help us leverage Teams to enhance company-wide performance.

SOLUTION

How did you select this vendor and what were the deciding factors?

One of our current consultants works under the Velosio umbrella and we ended connecting with our Teams and SharePoint contact that way.

Describe the project in detail and walk through the stages of the project.

Velosio first took a look at our existing structure of Teams. They then did a dive into our lines of business to help us streamline our Teams structure to better fit our day-to-day work.

Along the way, they explained the connectivity of Teams, SharePoint, permissions, policies, etc. to help us set up the structure in a way that would allow us to work more efficiently.

We have introduced the new structure to our executive team and are currently working on final adjustments before rolling out the new structure to the company as a whole.

How many resources from the vendor's team worked with you, and what were their positions?

Jonathan Darling ran point and was our main point of contact and educator. Jon also brought in the help of Rod Darling to explain the intricacies of SharePoint and how it ties to Teams. On our weekly calls, Jon also had the help of Simar Singh

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Our newly designed Teams structure has already demonstrated to our team how affective the product can be for us when used correctly. We went from having over 60 individual teams to 10.

This allows for more organization and will force people into requesting a Channel within the constructs of the newly created Teams, allowing us to manage our "Teams Sprawl" and audit the usage of each Team more regularly to archive/remove those not being used.

How effective was the workflow between your team and theirs?

Very effective. At the beginning of the project, our weekly calls were met with follow up action items for both parties and led to productive meetings.

What did you find most impressive or unique about this company?

Jonathan and his team at Velosio really took the time to understand where are problems were, and while we focused on a restructuring of Teams, he brought up plenty of ideas and solutions that we hadn't thought of before.

Our company has varying levels of comfortability when it comes to new technology, and he took that into consideration with every suggestion. Jonathan also made a special in-person trip to our company to do some hands-on training with our leadership team to make sure they were fully comfortable before moving forward.

Are there any areas for improvement or something they could have done differently?

We were very satisfied with their work and would recommend using them to anyone.

BACKGROUND

Please describe your company and your position there.

Moore's does Commercial Construction, Industrial, and Commercial Service work primarily involving the HVAC, Piping, Plumbing, and Electrical trades. My position is IT Project Manager and I work as a part of the team that oversees all of the technology across Moore's, from PCs and laptops, to iPhones and iPads, and all the servers and software that goes along with it.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Velosio?

We initially got involved with Velosio (then SBS Group) as our Dynamics SL VAR. We needed first-class support in that area and we've definitely gotten that. Once we realized we needed to be looking to the cloud for other Microsoft solutions, it made sense to partner with Velosio on that as well.

SOLUTION

How did you select this vendor and what were the deciding factors?

We had an existing positive relationship with Velosio so it made sense to lean on them in this area of need.

Describe the project in detail and walk through the stages of the project.

We already had a Microsoft 365 subscription, but it was only for software (Word, Excel, PowerPoint, Outlook, etc.). The first thing we had to do was determine what new subscriptions we needed and get those purchased. We worked with Bert to determine the best options and get those purchased.

We then worked with Brian to get our tenant configured correctly and syncing with our local AD. We migrated Exchange mailboxes and started setting up Teams, with Jonathan, simultaneously. We wrapped the Exchange migration up in late March and we went live with Teams on April 1st.

How many resources from the vendor's team worked with you, and what were their positions?

We primarily worked with 3 people: Bert to determine correct licensing, Brian on Exchange and Azure AD, and Jonathan on Teams. We also had valuable assistance from members of Brian's and Jonathan's teams, working with Joseph and Simar.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The project was a great success. We moved 600+ mailboxes to Exchange Online and 300+ users from Skype on-premise to Teams. Obviously every technology project has hiccups, but we always had solutions and plans to address them and everything went pretty well.

How effective was the workflow between your team and theirs?

Very effective. We met at least weekly for each project and had other calls or emails exchanged as needed.

What did you find most impressive or unique about this company?

We've always had a level of comfort working with Velosio. They know the Microsoft ecosystem inside and out and that's why we continue to choose them for our support needs.

Are there any areas for improvement or something they could have done differently?

None from our perspective.

BACKGROUND

Can you give a little background on what your company does?

Actually, we are a non-profit trade association. We have two nonprofits and we have a new for-profit company we just started 15 months ago. BroadPoint has been with our company for probably more than a decade, before I even got here. They handle all of our accounting for both the two nonprofits and the one for-profit. We are a membership-based company on one side, and then an educational institute on the other side for the two nonprofits. The for-profit is a publication company. We actually have a magazine that we produce on a bimonthly basis.

SOLUTION

Could you tell me about the work that they do for you?

They are our consultants. They do a lot of the formatting of our financials. When I had to start up the new company 15 months ago, they basically came in-house. We had to discuss the nature of the company, that it had to be a for-profit. It had to be set up a little bit different. They helped us design our financial statements, helped us set up the chart of accounts, and link up everything that we’re going to be doing using credit cards. Every company is different in how they want to operate. They helped us from the ground up to create everything that we needed for budgeting purposes, for financial formatting, setting up the chart of accounts, and getting us started. So that’s what they did for the for-profit.

For the nonprofit, they do maintenance behind the scenes every year. BroadPoint is always cleaning up. They always recommend when we need new versions, when stuff is starting to expire, and inform us about the new version that are coming out. We have to do it every couple of years. When needed, we actually have them come out sometimes and do work with us on-site. However, they often are able to dial in remotely and take over our system. If there’s a little error that we can’t fix, I can call them. They’ll dial in and they will take over the computer and go behind the scenes to correct the issue. Then we’re back up and running again.

Do you know which version of Microsoft Dynamics they’ve installed for you?

It was Great Plains.

RESULTS & FEEDBACK

How happy are you with the results so far?

I love Great Plains, but I love BroadPoint. I’ve been with them for so long. It’s just a small world because when I came here, they were already in place. I knew four of the guys who were consultants. This world is small because I had worked with them before. It was really nice to know that the company I came to were a client of theirs. I had a nice comfort level.

When working with BroadPoint, is there anything that you find unique or special compared to other vendors that you’ve worked with?

Well, they’re very responsive. We’ve been loyal to them and they’ve very loyal to us. For example, our BroadPoint rep has taken a lot more responsibility such as overseeing more than thirty people. So we’re one of the few clients that he still will come to onsite because of the relationship. It’s all about relationships.

We’ve been with them for so long and we have just a very good rapport. If we really need him to come on-site, he will carve some time out and schedule an appointment and come out. If he can’t come out, which he normally can, he’ll send his assistant who we have gotten to know during the last seven years. That person is excellent. Sometimes he’ll send the other guy out just because it’s a cheaper hourly rate. He’s trying to save us money. But, we don’t mind paying.

They’re very hands on. They respond immediately. When you send out an email, such as when I go through an audit, there’s certain things that auditors need. They always have to write these special reports for me. They get it done. Like I’ll say, “Guys, my audit starts in two weeks. I’m going to need these reports. This is what they’re requesting for this year.” They will customize reports. They’ll put it in a version that my auditors need because our auditors are paperless. They do everything electronically. They’ll put it in a format where I can just send it to him by email, it’s done. So, they save me a lot of time and money. The auditors love them, too because they make their job easier. The way they send it, it’s imported in their existing software. Nobody has to do anything manual, which is real nice.

Is there anything that you think they could improve upon?

No, because we’re pretty needy. We’re needy every now and then. They’re just very accommodating to us, so I can’t say anything negative because we’re kind of spoiled by them. They really take care of us. It’s because of the relationship built during the years. We’ve grown a lot with them.

They’ve made our life a lot easier because of their experience. They have a lot of other clients similar to us, so they will share with us some of their ideas or ways that we can import stuff instead of doing it all manually and doing duplicate work. We trust them. So, we go with what they say. They have made life much easier. We work definitely smarter, not harder, just because of the intelligence behind the scenes and the way they can make things work. You still get the information you need. It can be shared with different parties. They can get what they need as well like the auditors. That’s a great thing.

BACKGROUND

Please describe your company and position.

I am the Director Finance of RATP Dev USA

Describe what your company does in a single sentence.

Provides operating service for public transportation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Velosio to accomplish?

Merge legal entities in Business Central

SOLUTION

How did you find Velosio?

Other

Why did you select Velosio over others?

Repeat client

How many teammates from Velosio were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Merging of 3 legal entities into one consolidated legal entity.

• Prep sandbox environment for testing 
  • Create sandbox
  • Move unblocked vendors to main entity
  • Move unblocked customers to main entity
  • Move Open AR/AP/Bank balances
  • Move YTD Trial balances, transaction activity
  • Certify integration support
• Testing 
  • Validation Support
• Go Live 
  • Same as sandbox environment but in Production

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

3 entities mergeed into one consolidated entity and all financials tied out with before entity structure

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Items were delivered on time once the proper resource was put in place.

What was your primary form of communication with Velosio?

• In-Person Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The diverse knowledge

Are there any areas for improvement or something Velosio could have done differently?

Assigned a more knowledgeable and experienced off shore resource at the beginning of the project. Because the resource was not up to speed on what and how the project needed to be completed, the project was delayed by a week while a new resource was put on the project.