In this week’s episode, CEO Robbie Morrison sits down with Senior Project Manager Eric Sims to discuss his journey to recently joining the Velosio team.

Eric shares insights into his "Ted Lasso" style, his passion for playing baseball, and how a supportive company culture helped him hit the ground running from week one.

Key Episode Takeaways:

- True Employee "Raving Fans" for Talent Acquisition: Build an internal culture so strong that employees naturally "rave" about the company on social platforms and in person, acting as an engine for high-quality referrals.

- Use "Competitive Self-Improvement" Metrics: Move the competitive mindset away from "beating others" and towards increasing personal processes, such as reducing completion time from one day to the next.

- Build an "End-of-Day" Routine: Have a non-negotiable daily close-out ritual that includes updating project schedules and checking in with team members for the following day.

- Bridge Professional Gaps with Music and Sports: Use shared interests, such as 90s karaoke favorites or amateur sports, to build the friendships and “team spirit" necessary for navigating industry challenges.

00:47 Sports Passion and Baseball

01:15 Journey to Velosio

03:33 Favorite Non-Work App

05:09 Velosio as Ted Lasso

07:54 Unexpected Skills and Karaoke Choice

09:22 Daily Work Routine

Connect with Eric Sims: https://www.linkedin.com/in/ericmsims/

Connect with Robbie Morrison: https://www.velosio.com/team-member/robbie-morrison/

Learn More About Velosio: https://velosio.com

Work at Velosio: https://velosio.com/careers

In this episode of Velosio’s Raving Fans Start Within podcast, 32-year company veteran Jeff Smith shares his personal journey and professional insights into the evolution of Velosio from a small startup to a leading technology partner.

Key Episode Takeaways:

- Education as a Barrier-Breaker for Adoption: Client education is the primary antidote to the "fear of the new," particularly when transitioning legacy organizations from familiar server-based environments to cloud and AI models.

- Strategic "Digital Maturity" Tailoring A world-class service model meets clients exactly where they are on their digital journey—whether they are on the "bleeding edge" or requiring a methodical, organic pace.

- AI as a Work-Life Balance Enabler Beyond mere productivity, the strategic promise of AI lies in its ability to empower employees with higher-quality output at scale.

- The "Light Bulb" Metric for Success Client satisfaction in the modern era is best measured by the "light bulb moment", the point where a client moves past complexity to fully grasp how a solution solves their specific business pain.

- The Competitive Advantage of Unified "Win-Win" Sales Synergy High-performing pre-sales teams succeed by embracing diverse individual styles and skill sets.

00:53 Soccer Dad Years and Athletic Background

05:21 Current Family Life and Granddaughters

06:24 Velosio’s 35-Year Journey and Company Evolution

10:46 Evolution of Client Service and Technology Complexity

15:31 Technology Evolution and Current Excitement

18:36 What They Love Most About Velosio

Connect with Jeff Smith: https://www.linkedin.com/in/jeffsmithsocius/

Connect with Chad Woods: https://www.velosio.com/team-member/chad-woods/

Learn More About Velosio: https://velosio.com

Work at Velosio: https://velosio.com/careers

This week, CEO Robbie Morrison speaks with Jairus Clark, a team member from Velosio's Hub Support and Operations Teams, who shares insights on the company's family-oriented culture, the importance of collaborative problem-solving, and his personal passions, including being a church drummer and a book reader with a 38-day Fable reading streak.

Key Episode Takeaways:

- Family-Oriented Work Culture: Feeling included from day one by his teammates which made him feel "part of the family" and inspired him to do the same for others.

- Collaborative Support Model: Jairus champions his team's willingness to "jump in" and help each other solve problems and reach out for opinions, which benefits both colleagues and customers.

- Employee Empowerment and Growth: Jairus credits a colleague, Todd Michael, for helping him develop presentation skills for a company-wide talk, a valuable skill he never expected to gain in his support role.

- Prioritizing Daily Client Case Management: Jairus's day is incomplete until he ensures all client cases are updated and tracked before leaving, which keeps him organized for the next day.

- The "Best Effort" Quality Philosophy: A core lesson for Jairus is that in business, you can't be upset at the outcome if you have done your best and given 110% effort to resolve the issue.

1:49 Jairus's professional background and hidden talents

3:24 Reading habits and favorite applications

4:30 Jairus's experience at Velosio and company culture

7:15 Professional growth and celebrating success

Connect with Jairus Clark: https://www.linkedin.com/in/jairus-clark/

Connect with Robbie Morrison: https://www.linkedin.com/in/robbiemorrison/

Learn More About Velosio: https://velosio.com

Work at Velosio: https://velosio.com/careers

In this episode of the "Raving Fans from Within" podcast, Chad welcomes Nathan Garrison to discuss the evolving landscape of ERP solutions and the power of AI and Microsoft Copilot.

Nathan also shares a look into his goal-oriented mindset, revealing how he uses year-over-year performance tracking to stay consistent and reach milestones like family vacations.

Key Episode Takeaways:

- The Power of Collective Effort: True professional success in complex technology sales is driven by a cohesive team approach—incorporating pre-sales, delivery, and leadership—rather than individual performance alone.

- AI as a Strategic Brainstorming Tool: Tools like Microsoft Copilot are revolutionizing productivity by serving as an instant research and validation partner for creating business plans outside of traditional boardrooms.

- Job Creation: AI is predicted to create more professional opportunities and simplify existing roles rather than acting as a replacement for human workers.

- Goal-Oriented Performance Tracking: Using a data-driven approach to tracking wins, such as creating a year-over-year spreadsheet, allows professionals to connect work outcomes directly to personal financial goals.

- Commitment to Sales Consistency: A primary objective for modern sales leaders is overcoming the "sales roller coaster" to achieve steady, predictable year-over-year growth.

00:33 Nathan's Personal Life in Charlotte

03:12 Team Impact on Nathan's Success

05:28 Industry Trends and AI

08:50 Memorable Moment at Velosio

11:04 Culture Champion Nomination

12:14 Celebrating Wins and Future Goals

Connect with Nathan Garrison: https://www.linkedin.com/in/nathan-garrison-clt/

Connect with Chad: https://www.linkedin.com/in/chad-woods-a99479/

Learn More About Velosio: https://velosio.com

Work at Velosio: https://velosio.com/careers

In this episode of Raving Fans Start Within, I sit down with Christina, a senior consultant at Velosio, to explore the roots of what creates raving fans for our clients. Christina shares her journey from the aerospace and defense sector to becoming a key player in implementing Microsoft Dynamics 365, where her passion for problem-solving and connection shines through. We discuss her unique experiences, including her role in turning implementation challenges into learning opportunities. Christina also highlights the importance of teamwork at Velosio and reflects on the transformative power of mentorship and assertiveness in the workplace. Tune in to discover how our team's culture and dedication to client success truly set us apart.

On this episode of Velosio’s Raving Fans Start Within, marketing team member Michael DeGeeter discusses his three-and-a-half-year journey at Velosio, highlighting his role in managing major Microsoft and NetSuite events and the company's culture, which is defined by CEO Robbie Morrison's leadership.

Michael shares his passion for creating exceptional client experiences, the collaborative "go-getter" dynamic of his marketing team, and personal insights like his go-to karaoke song, "Mr. Brightside."

Key Episode Takeaways:

- Client Experience is the Primary Goal of Event Marketing: The core objective of event management is creating exceptional client experiences and educational opportunities.

- Events as a Strategic "Front Porch" for Technology Partners: Events serve as the initial, high-impact touchpoint where prospective clients assess if the organization is the right partner to solve their business problems.

- Marketing Team Collaboration Drives Brand Vision: An effective marketing team is a collaborative "puzzle" where diverse specialty areas and expertise come together to deliver campaigns that present a clear, compelling brand vision for the mid-market.

- Employee-Centric Culture as a Recruitment and Growth Engine: A strong, caring company culture and a leadership vision aligned with employee goals are the primary factors for attracting and retaining talent during periods of tremendous company growth.

2:03 Michael's Hypothetical Job Swap and Role at Velosio

4:35 Michael's Background and Journey to Velosio

6:14 What Michael Loves About Velosio

9:05 Michael's Marketing Team Culture

11:03 Personal Insights and Conclusion

Connect with Michael DeGeeter: https://www.linkedin.com/in/michael-degeeter-75779a44/

Connect with Chad Woods: https://www.linkedin.com/in/chad-woods-a99479/

Learn More About Velosio: https://velosio.com

Work at Velosio: https://velosio.com/careers

In this episode of Raving Fans Start from Within, Robbie Morrison sits down with Velosio’s Manager of Corporate Projects, Grant Premo, where Grant discusses his career journey since starting as an intern in 2016, the close-knit culture of Velosio, and the unexpected importance of documentation in his professional growth.

Discover his personal philosophy guided by the Scrubs quote, "nothing that's worth having comes easy," and his hidden talent of knowing the lyrics to thousands of songs.

Key Episode Takeaways:

- Documentation Discipline: Comprehensive documentation is viewed as paramount for developing best practices, validating billable time/value for customers, and facilitating smooth client/role transitions.

- The Close-Knit Industry Ecosystem: The Microsoft partner and ERP consulting space is highlighted as a small and highly interconnected community where teams frequently have links from past careers, reinforcing the value of professional relationships.

- Internal Career Progression and Longevity: The company places an emphasis on fostering long-term growth and internal career evolution for its people, exemplified by a transition from client-facing consultant to internal Manager of Corporate Projects.

- Maintaining Culture During Organizational Growth: Sustaining a strong, close-knit community feeling is a strategic focus for leadership, reinforced through in-person touchpoints and valuing relationships despite the company's growth.

- Value Alignment and Hard Work Philosophy: A core professional philosophy that "nothing that's worth having comes easy" is embraced, emphasizing that the greatest fulfillment comes from the effort and hard work put into achieving complex goals.

1:35 Sports Connections and Career History

3:36 Pre-Velosio Experience and Recruitment

5:05 Grant's Hidden Talent

7:05 The Velosio Experience

9:50 Unexpected Learning at Velosio

13:03 Valuable Lessons from Others

16:35 Celebrating Wins and Life Philosophy

Connect with Grant Premo: https://www.linkedin.com/in/grantpremo/

Connect with Robbie Morrison: https://www.linkedin.com/in/robbiemorrison/

Learn More About Velosio: https://velosio.com

Work at Velosio: https://velosio.com/careers

In this episode of Velosio's Raving Fans Start Within podcast, Chad talks to long-time Velosio Account Executive Melissa, who shares her analytical, client-focused approach to selling technology solutions and coordinating across Velosio's teams.

The conversation highlights the value of team collaboration, celebrating client 'light bulb' moments, and Melissa's excitement for how AI will transform ERP from "out-of-the-box" to truly personalized business solutions in the horticulture and cannabis industries.

Key Episode Takeaways:

- The client-partner relationship must focus on solving real business problems. Successful partnerships in the modern industry require an analytical, problem-solving focus that goes beyond mere relationship-building to address the client's unique challenges and goals.

- The future of business solutions is personalized digitization, not heavy customization. AI and agents are expected to move the industry from standardized, "out-of-the-box" software toward personalized digital solutions—a "custom suit" that fits the organization without the debt of traditional, heavy customization.

- Effective client engagement is achieved through "light bulb" moments in tailored demos. The most exciting and rewarding part of the sales cycle occurs post-demo when a client has a moment of realization that the proposed solution can solve their business problem.

- Deep industry-specific knowledge is a key differentiator, especially for niche markets. Velosio's success in specialized industries like horticulture and cannabis is driven by deep domain expertise, a specific product IP direction, and the ability to conduct accounting demos that truly excite finance leaders.

- Cultural champions who unblock issues are vital for driving client outcomes. Recognizing and leveraging "cultural champions," like those in operations, who maintain calm under pressure and unstick complex issues, is crucial for timely service delivery and client satisfaction.

1:41 Personal Interests and Ohio State Connection

3:11 Melissa's Motivation and Approach to Client Relationships

5:36 The Reality of Melissa's Role at Velosio

7:18 Memorable Moments and Team Recognition

11:49 Celebrating Wins and Industry Trends

Connect with Melissa Herbst: https://www.linkedin.com/in/herbstmelissa/

Connect with Chad Woods: https://www.linkedin.com/in/chad-woods-a99479/

Learn More About Velosio: https://velosio.com

Work at Velosio: https://velosio.com/careers

In this episode of our Raving Fans Start Within podcast, you’ll meet Wendy Rodgers, Velosio's Senior Talent Management Specialist, as she shares her diverse career path, love for progressive HR, and hidden talent for writing limericks.

Learn why Wendy likens Velosio to a "Cheers Meets MASH" sitcom and how winning an Impact Award in her first year solidified her sense of belonging at the company.

Key episode takeaways:

- Empathy and Trust are Critical Business Skills: The combination of managing business needs with empathy and trust is highlighted as the core takeaway from diverse professional experiences, vital for creating lasting relationships and excellent experiences.

- HR Must Shift to a Progressive, Human-Centered Model: The traditional stigma of HR as "compliance and rules and police" is being actively replaced by a progressive approach that focuses on humanizing the role, having a sense of humor, and not taking oneself too seriously.

- Employee Experience is the Foundation of a "Raving Fan" Culture: The company's internal success is directly tied to the employee's journey, emphasizing that it all starts with employee experience at the heart of the organization.

- Career Journeys are Multi-Industry and Non-Linear: A path to a senior role can weave through five different industries and roles—from hospitality to healthcare to financial services—demonstrating that varied experiences build versatile skills.

- Small Daily Impacts Define Career Fulfillment: Making a difference in a small way, such as helping someone find something or making their life easier, is a passion that drives retention and a sense of belonging.

- Feedback and Empathy from HR Greatly Influence Company Direction: The feedback gathered and the empathy shown by the Talent Management Specialist in both the new hire and exit process make a huge impact and change the direction of the company.

1:14 Wendy's Hobbies and Time at Velosio

2:18 Wendy's Career Path Before Velosio

4:02 Wendy's Hidden Talent

6:02 Velosio as a TV Show

7:14 Wendy's Defining Moment at Velosio

9:38 Influential Book for Wendy's Work

11:06 Velosio's Theme Song and Visual Representation

Connect with Wendy Rodgers: https://www.linkedin.com/in/wendy-rodgers-shrm-cp-2528117a/

Connect with Robbie Morrison: https://www.velosio.com/team-member/robbie-morrison/

Learn More About Velosio: https://velosio.com

Work at Velosio: https://velosio.com/careers

In this episode of Raving Fans Start Within podcast, see how a competitive nature and a collaborative team drive success at Velosio through the story of long-time employee, Joe DeLozier, a former affiliate partner who has been with the company since its first day of operation in January 2018.

Joe shares how a focus on client success and the career-long perspective that “challenges always work out”, are key to staying motivated and embracing the unique Velosio experience.

Key Episode Takeaways:

- Technology is shifting toward specialized data solutions, making "Data Fabric" presentations and proof-of-concept environments a critical area of focus for client wins.

- A collaborative, "family-like" team culture is crucial for technical problem-solving and for supporting teammates through challenges and new experiences.

- Consistent positive client feedback on implemented solutions drives motivation and helps sales/service teams overcome the inevitable "doom and gloom" of difficult projects.

- The client-centric focus of an organization is a key factor in collective success, validating the power of all personnel coming together to solve problems on a client's behalf.

- Developing strong personal connections with clients is a strategic asset, which involves being a "people person" and actively searching for common interests with clients and co-workers.

00:37 Joe's Personal Life and Family

2:16 Hobbies and Personal Interests

4:00 Joe's Professional Background at Velosio

4:47 Competitive Nature and Team Dynamics

7:43 The "Velocian" Experience

10:19 Staying Motivated Through Challenges

Connect with Joe DeLozier: https://www.linkedin.com/in/joedelozier/

Connect with Chad Woods: https://www.linkedin.com/in/chad-woods-a99479/

Learn More About Velosio: https://velosio.com

Work at Velosio: https://velosio.com/careers