Socius

What Socius does

Socius (operating as Velosio) is a privately held US-based Microsoft and Oracle NetSuite implementation partner founded in 1984, headquartered in Atlanta, Georgia. The firm delivers consulting, implementation, migration, and managed services for Microsoft Dynamics 365 (Finance, Business Central, Sales, Customer Service, Field Service, Project Operations, Supply Chain Management), Oracle NetSuite ERP, the Microsoft Power Platform (Power Apps, Power Automate, Power BI, Copilot Studio, Power Pages), Microsoft Azure data and analytics services (Databricks, Synapse, Data Factory, Machine Learning, Fabric, Purview), and Microsoft 365 productivity and security tooling. The portfolio is augmented by proprietary IP including Velosio Insights analytics, Velosio Express for accelerated Business Central deployment, SilverLeaf for Horticulture and Cannabis, Advanced Projects for project-centric organizations, AXIO for financial consolidation, and Velosio Pay embedded payments.

The company targets midmarket and emerging enterprise customers across verticals including professional services, agribusiness, cannabis, distribution, manufacturing, and field services. It holds flagship Microsoft Solutions Partner designations across Business Applications, Modern Work, Data & AI, Digital & App Innovation, and Infrastructure, along with Direct CSP Tier 1 and Indirect CSP Distributor status, FastTrack Priority Partner designation, and Copilot Jumpstart Ready Partner status. Over 80% of business is reported to come from client and partner referrals, indicating a relationship-driven, sales-led go-to-market motion.

Revenue is generated through four streams: ERP and CRM professional services engagements, ongoing managed services and cloud infrastructure support, software license resale as a Microsoft CSP, and data/analytics consulting including AI implementation services. Pricing is quote-based and scoped per engagement, with multi-year contracts typical. Distribution combines direct field sales with channel partnerships (Microsoft, Oracle NetSuite, Stratos Cloud Alliance, Paycor). Marketing relies on content (blog, podcast, client stories), events, and partner co-marketing rather than paid acquisition at scale.

Name

Socius

Website

https://socius1.com

Company type

Private

Founded year

1984

Operating status

Operating

Short description

Socius (operating as Velosio) is a US Microsoft and Oracle NetSuite implementation partner delivering ERP, CRM, cloud, and analytics consulting to midmarket and emerging enterprise customers across professional services, agribusiness, cannabis, manufacturing, and distribution verticals.

Ownership category

akta.pro rank

Product category

ERP and CRM Implementation Services

NAICS

Computer Systems Design and Related Services (5415), Computer Systems Design Services (541512)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)

akta.pro primary industry

ITSM Platform Implementation & Administration (ServiceNow/JSM/BMC/etc.) (BPAEAJAC)

akta.pro secondary industry

IT Operations, Event & Incident Management (NOC/SOC-to-ITSM) (BPAEAJAH)

Keywords

• ERP implementation services
• CRM deployment services
• Business intelligence analytics
• Cloud migration services
• Microsoft Dynamics 365 partner

Headquarters

HQ city

Dublin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. ERP Implementation Services: Consulting and implementation services for Microsoft Dynamics 365 and Oracle NetSuite ERP systems. Revenue generated through professional services engagements including assessment, implementation, migration, and deployment services.
2. CRM Implementation Services: Customer relationship management implementation services covering Dynamics 365 Sales, Customer Service, Customer Insights, and Field Service. Professional services revenue from deployment and configuration engagements.
3. Cloud Infrastructure and Support: Ongoing support, managed services, and cloud infrastructure services for deployed solutions. Includes application support, cloud infrastructure, and operational maintenance.
4. Licensing Resale: Resale of Microsoft and Oracle software licenses including Dynamics 365, NetSuite, Azure, Microsoft 365, and Power Platform. Revenue from software licensing as a Direct CSP Tier 1 and Indirect CSP Distributor.
5. Data & Analytics Services: Business intelligence, analytics, AI implementation, and data strategy consulting services. Professional services revenue from data fabric creation, BI implementation, and analytics solutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Socius is a Microsoft and Oracle business applications partner that implements, resells, and supports cloud ERP, CRM, business intelligence, and modern workplace solutions for midmarket and emerging enterprise companies. Core deliverables include Microsoft Dynamics 365 Finance and Business Central, Dynamics 365 Customer Engagement (Sales, Customer Service, Customer Insights, Field Service, Project Operations, Supply Chain Management), Oracle NetSuite ERP, Microsoft Power Platform, Microsoft 365, and Microsoft Azure data and analytics services. The firm layers proprietary industry accelerators (Velosio Insights, Velosio Express for D365 BC, AXIO, SilverLeaf for Horticulture and Cannabis, Advanced Projects for D365 BC, Velosio Pay) and provides professional services such as ERP/CRM implementation, data and analytics consulting, cloud migration, application support, and business transformation.

Product overview

Velosio is a Microsoft Dynamics 365 implementation and support partner offering a comprehensive portfolio of ERP, CRM, and productivity solutions. The core offerings center on Microsoft Dynamics 365 Finance, Dynamics 365 Business Central, Oracle NetSuite ERP, and Dynamics 365 Customer Engagement (Sales, Customer Service, Field Service, Project Operations, and Supply Chain Management). The company extends these platforms with proprietary add-ons including AXIO for financial consolidation, Velosio Insights for analytics, Velosio Express for rapid Business Central deployment, and Velosio Pay for payment processing. Industry-specific solutions include SilverLeaf for Horticulture and Cannabis tracking on D365 BC, Advanced Projects for project-centric organizations, and iMIS for membership organizations. The Power Platform practice encompasses Power Apps, Power Automate, Power BI, Copilot Studio, and Power Pages. Azure cloud services include compute (Virtual Machines, Functions), data and analytics (Databricks, Synapse, Data Factory, Machine Learning, Fabric, Purview), identity and security (Entra ID, Sentinel, Backup, Site Recovery), and management tools (Azure Arc, Azure Policy, Advisor, Cost Management, Migrate). Microsoft 365 services round out the productivity stack with Teams, SharePoint, OneDrive, and Viva. The company provides implementation, support, training, and advisory services across these platforms with a focus on midmarket and emerging enterprise companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Microsoft Dynamics 365 Finance Implementation Implementation, migration, and support services for Microsoft Dynamics 365 Finance, an enterprise-grade financial management solution for global financial operations including financial planning, accounting, and compliance.
• Microsoft Dynamics 365 Business Central Implementation Implementation and support services for Microsoft Dynamics 365 Business Central, a cloud ERP for small and midsize businesses providing integrated financials, sales, service, and operations in a single platform.
• Oracle NetSuite ERP Implementation Implementation, migration, and support services for Oracle NetSuite ERP, a cloud ERP platform offering financials, CRM, inventory, and e-commerce in an integrated suite.
• Dynamics 365 Sales Implementation Implementation services for Dynamics 365 Sales, a CRM sales automation solution for managing customer relationships, sales pipelines, and revenue generation.
• Dynamics 365 Customer Service Implementation Implementation services for Dynamics 365 Customer Service, a customer service management solution for delivering connected, personalized service experiences across channels.
• Dynamics 365 Customer Insights Implementation Implementation services for Dynamics 365 Customer Insights, a unified customer data platform combining customer data from multiple sources for a 360-degree view and segmentation.
• Dynamics 365 Field Service Implementation Implementation services for Dynamics 365 Field Service, a field service management solution for scheduling, dispatch, and mobile workforce optimization.
• Dynamics 365 Project Operations Implementation

Quantifiable outcome

• Over 80% of business comes from client and partner referrals
• +1 more outcomes

Named customers21 records

Segments9 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration45 records

AI capability5 records

Feature5 records

Partnerships

Three partnerships are on record, tiered flagship and core.

• MicrosoftflagshipTechnology or IntegrationVelosio is a premier Microsoft Solutions Partner with multiple designations including Business Applications, Modern Work, Data & AI, Digital & App Innovation, and Infrastructure. They hold Direct CSP Tier 1 status, Indirect CSP Distributor status, FastTrack Priority Partner for D365, and Copilot Jumpstart Ready Partner status. They implement and resell the full Microsoft technology stack including Dynamics 365, Azure, Microsoft 365, and Power Platform.
• Oracle NetSuitecoreTechnology or IntegrationVelosio is an Oracle NetSuite ERP partner offering NetSuite implementation, migration, and support services. They provide NetSuite Paycor Integration and specialize in helping companies move from legacy systems to NetSuite cloud ERP.
• Stratos Cloud AlliancecoreChannel Partner/ Reseller/ DistributorStrategic channel partnership for extended market reach and co-selling opportunities within the Microsoft partner ecosystem.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Sikich: Sikich is a Microsoft Dynamics 365 and NetSuite implementation partner focused on the U.S. midmarket. It closely matches Velosio's customer segment, ERP/CRM practice mix, and proprietary industry accelerator pattern (e.g., industry-specific modules built on D365 Business Central).
• JourneyTEAM: JourneyTEAM is a focused Microsoft Dynamics 365, Power BI, and Azure partner targeting midmarket. It is similar in scale and service mix to Velosio, with comparable software-resale and implementation revenue streams.
• HSO: HSO is a global Microsoft Dynamics 365 and Azure implementation specialist with deep industry accelerators. Its midmarket footprint, vertical IP focus, and Microsoft-only technology stack mirror Velosio's go-to-market approach.
• Arbela Technologies: Arbela Technologies is a Microsoft Dynamics 365 and Power Platform implementation partner serving manufacturing, distribution, and field-service verticals. Its vertical-specialist profile and midmarket target are highly comparable to Velosio's industry-accelerator strategy.
• Catapult Systems: Catapult Systems is a Microsoft-focused digital transformation and managed-services partner with Dynamics 365, Azure, and Power Platform practices. It competes with Velosio in both implementation and managed services for midmarket clients.

Broad incumbents

• RSM US: RSM US is a large accounting and consulting firm with a significant Microsoft Dynamics 365 and NetSuite practice serving midmarket and emerging enterprise. It competes head-on with Velosio for the same buyer profile but at greater scale and broader portfolio.
• Crowe LLP: Crowe is a top-10 U.S. accounting and advisory firm with a substantial Microsoft Dynamics 365 ERP/CRM practice. It targets the same midmarket and emerging-enterprise segment as Velosio, leveraging advisory-led selling and a broad service portfolio.
• BDO Digital: BDO USA operates a dedicated Microsoft Business Applications practice (BDO Digital) implementing Dynamics 365 and Power Platform for midmarket clients. It is a structurally comparable competitor with broader advisory offerings wrapped around ERP implementations.
• Slalom: Slalom is a large Microsoft-focused systems integrator that designs and implements Dynamics 365, Azure, and Power Platform solutions. While broader in scope, it competes directly with Velosio in the midmarket digital-transformation space.
• Avanade: Avanade is the Accenture-Microsoft joint venture and the largest dedicated Microsoft SI globally. It implements Dynamics 365 and Power Platform across enterprise and midmarket, representing the strategic ceiling Velosio competes against for larger deals.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/velosio

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Socius