# Velosio's Customer Zero Approach Boosts AI Credibility and Efficiency

> By implementing a 'customer zero' approach, Velosio is not just using AI; it's transforming its operations to showcase the technology's real-world benefits, solidifying its role as a leader in AI-driven business solutions.

**Source**: google.com | **Published**: 2026-08-10 | **Type**: case_study

## Key Facts

- Velosio's 'customer zero' approach enhances credibility, boosting customer trust and engagement.
- Implementing Microsoft Dynamics halved ERP efforts, showcasing significant operational efficiency gains.
- AI investment yielded a 185% ROI in the first year, indicating strong financial performance and viability.
- Single data source via Microsoft Fabric improves productivity, revealing competitive advantage in data management.
- Emphasis on human talent alongside AI reflects strategic foresight, mitigating future workforce vulnerabilities.

## Summary

\## Summary
Velosio, a technology transformation specialist, faced challenges in streamlining its operations and enhancing efficiency. By implementing a comprehensive AI strategy using the Microsoft Dynamics platform and Microsoft Fabric, Velosio achieved a 185% return on investment in the first year and expects a 400% return over three years.

\## Background
Velosio operates in the technology transformation industry, having emerged from the consolidation of multiple businesses. Before deploying AI, the company struggled with disparate systems and data silos, which hindered its operational efficiency and effectiveness in delivering services to clients.

\## Challenge
The primary challenge Velosio aimed to address was the inefficiency in its enterprise resource planning implementations and the need for a unified data model that could support AI-driven insights and analytics.

\## Solution
Velosio adopted a "customer zero" approach, utilizing the Microsoft Dynamics platform to create a single working data model across its operations. The company integrated all necessary systems, including finance and customer relationship management, into a Microsoft Fabric environment, establishing a single source of truth for data. Microsoft Entra ID was used for secure access, while Microsoft Purview ensured data governance. Additionally, Velosio developed a Microsoft Dynamics 365 Business Central implementation agent, which significantly streamlined its processes.

\## Results
The implementation of AI tools led to a 50% reduction in effort for enterprise resource planning implementations compared to the previous year. Velosio reported a 185% return on investment within the first year and anticipates a 400% return over three years. The quality of service improved, resulting in happier clients, less rework, and fewer credits issued against projects.

\## Key Insights
A "customer zero" approach allows organizations to leverage firsthand experience in AI deployment, enhancing credibility and effectiveness. Change management is crucial when introducing AI tools to alleviate workforce concerns. Investing in human talent remains essential, as AI should complement rather than replace human roles.

\## Customer Testimonial
“Our primary business is implementing software solutions to improve a company’s output... It took less than 12 months for our own AI investment to show profitability gains. In fact, we saw a 185 per cent return in the first year and we expect a three-year return of 400 per cent.” — Robbie Morrison, Chief Executive Officer, Velosio.

## Entities

- **Companies**: Velosio, Microsoft
- **Products**: Microsoft Dynamics, Microsoft Fabric, Microsoft Entra ID, Microsoft Purview, Microsoft Dynamics 365 Business Central
- **Technologies**: AI, agentic AI, APIs, Azure model context protocol
- **People**: Robbie Morrison
- **Organizations**: Gartner

## Key Concepts

customer zero approach, AI transformation, data model consolidation, single source of truth, security and governance, change management, efficiency gains, human talent development

## Definitions

- **customer zero approach**: A strategy where providers are the first users of their own products and services to enhance quality and credibility.
- **agentic AI**: AI systems designed to assist and enhance human capabilities rather than replace them.
- **single source of truth**: A unified data repository that ensures all stakeholders have access to the same information.
- **change management**: The process of managing the transition of individuals and organizations to a desired future state.
- **efficiency gains**: Improvements in productivity and performance resulting from optimized processes and technologies.

## Use Cases

- Implementing software solutions to improve company output
- Using AI agents to shorten implementation cycles
- Developing a Microsoft Dynamics 365 Business Central implementation agent
- Enhancing data security and governance with Microsoft Purview
- Providing access to data with Microsoft Entra ID
- Accelerating enterprise resource planning implementations

## Frequently Asked Questions

**What is the customer zero approach?**

The customer zero approach involves companies using their own products and services first to validate their effectiveness. This strategy helps improve quality and build trust with customers.

**How does Velosio utilize AI in its operations?**

Velosio employs AI to enhance efficiency and productivity across its business processes. By integrating AI into their systems, they can deliver faster results and improve client satisfaction.

**What role does change management play in AI deployment?**

Change management is crucial in AI deployment as it addresses workforce concerns about job security and helps facilitate a smooth transition to new technologies. It ensures that employees are supported and reassured during the transformation.

**What are the benefits of using a single source of truth?**

A single source of truth provides consistent and accurate data across the organization, which enhances decision-making and operational efficiency. It minimizes discrepancies and ensures everyone is aligned with the same information.

**How does Velosio ensure data security?**

Velosio uses Microsoft Purview to implement a robust security model that governs access to data. This ensures that sensitive information is protected while still being accessible to authorized personnel.

## Links

- [Read on Welcome.AI](https://welcome.ai/content/velosios-customer-zero-approach-boosts-ai-credibility-and-efficiency)
- [Original source](https://www.google.com/url?rct=j&sa=t&url=https://www.technologyrecord.com/article/taking-agentic-ai-to-heart-at-velosio&ct=ga&cd=CAIyGmI5MjM0MzI3NzhlNTYzOGE6Y29tOmVuOlVT&usg=AOvVaw1qLn6ug-6OInHPIPkQdA6Z)

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Source: Welcome.AI | https://welcome.ai/content/velosios-customer-zero-approach-boosts-ai-credibility-and-efficiency