We identify high-friction processes and redesign them around automation and AI — reducing manual work while keeping people in control of the decisions that matter.
Explore AI Business Automation
Strategy · AI · Business Modernization
Your business,amplified by AI
Velocity Advisors helps organizations redesign how work gets done — connecting business strategy, process, technology, and AI to create measurable operating impact.
We bring deep experience across enterprise technology and the Microsoft ecosystem, but we start with the business problem — not the platform.
20+
Years Experience
100+
Engagements
12+
Industries
Who We Help
Built for organizations navigating complex change.
The symptoms are familiar. The causes are connected.
Velocity is brought in when business process, technology, data, and AI decisions need to be made in the same room.
01 / Executive Situation
Critical work still depends on spreadsheets, inboxes, manual handoffs, or systems that weren’t designed to work together.
- What is causing it
- Process and technology have evolved independently, creating friction that no single system change will solve.
- What we change
- We redesign the process and determine where automation, AI, applications, or platform changes create the most leverage.
- Practical output
- A prioritized modernization roadmap tied to measurable operating outcomes.
What We Do
Four capabilities. One modernization agenda.
Business process, technology, data, and AI are treated as one system — because lasting operating change rarely fits neatly inside a single platform.
Our Approach
We start with the operating problem. Not the platform.
Sometimes the answer is Dynamics 365. Sometimes it's a custom application, an AI agent, an integration, a redesigned process — or no new technology at all.
The platform matters. The problem comes first.
- 01Business OutcomeDefine the result that matters
- 02ProcessRedesign how the work flows
- 03People + Data + RulesMake judgment and context explicit
- 04Technology + AIApply the right enabling systems
- 05Operating ImpactMeasure what changed
Selected Work
From operating problem to working solution.
01 / AI Business Automation
Turning vendor invoices into a governed AI workflow
- Problem
- Manual invoice intake, data extraction, validation, routing, and approval.
- Solution
- AI-assisted document processing combined with deterministic business rules, human review, workflow orchestration, and ERP integration.
- Result
- Less manual handling. Better controls. A scalable foundation for intelligent AP automation.
- Email / Documents
- AI Extraction
- Validation
- Human Review
- Approval
- ERP
02 / Business Modernization
Connecting commerce, operations, and enterprise data
- Problem
- Commerce, ERP, operational systems, and reporting had evolved as separate parts of the business.
- Solution
- A connected modernization path across commerce, integrations, enterprise data, core operations, and analytics.
- Result
- A clearer system of record, more reliable data movement, and a foundation for consistent decisions.
- Commerce
- Integration
- ERP
- Data Platform
- Analytics
03 / Process Automation
Turning fragmented pricing workflows into one operating process
- Problem
- Market inputs, pricing logic, customer decisions, and system updates were managed through disconnected steps.
- Solution
- A governed process that consolidated market data, pricing rules, customer pricing workflows, and ERP handoff.
- Result
- One visible operating process with clearer rules, ownership, and downstream execution.
- Market Data
- Pricing Logic
- Customer Pricing
- ERP
Who We Are
Built inside Microsoft. Built for what's next.
Our team spent two decades inside Microsoft — architecting enterprise solutions, leading product strategy, and guiding complex digital transformation.
That experience shaped how we think about technology, but not where we stop. Velocity brings together business judgment, technical depth, and hands-on delivery to solve problems that increasingly cross platforms, processes, data, and AI.
Our journey
Experience that compounds- 01Early 2010s
Microsoft foundation
Partners join Microsoft and deliver enterprise solutions.
Early 2010s
- 022015–2019
Cloud transformation
Leadership roles across industry solutions, R&D, and customer experience.
2015–2019
- 032020–2024
AI and automation
Pioneering RPA, process mining, and AI in business applications.
2020–2024
- 042025–Present
Agentic AI era
Building agentic solutions and the next generation of business applications.
2025–Present
Why Velocity
Business judgment.Technical depth.In the same room.
Complex modernization loses force when strategy, operating accountability, platform architecture, and AI are handled in separate conversations. Velocity keeps those decisions connected.
Business + Technology
Strategy without technical depth produces PowerPoints. Technology without business judgment produces systems nobody wants. We bring both disciplines into the same decisions.
Human-Centered AI
AI is designed around human judgment, transparency, and trust so the change works for the people expected to adopt it.
Practitioner-Led Delivery
Senior people stay close to the work — from strategy and architecture through implementation and adoption.
Deep Platform Expertise
Our roots inside Microsoft give us unusual depth across enterprise applications, cloud, data, and AI — while our recommendations remain grounded in the business outcome, not a product quota.
AI-Powered Delivery
We run Velocity the same way we advise our clients to operate.
AI is embedded across our own research, delivery, operations, knowledge management, and software development — giving us practical experience with the organizational and technical realities of adoption.
- 01Research
- 02Delivery
- 03Development
- 04Operations
- 05Knowledge
Knowledge carries into the next cycle of research.
Get Started
Let's figure out what should change.
Tell us what isn't working, what you're trying to build, or where you're trying to go.
We'll help determine whether the answer is process, technology, AI — or some combination of the three.
hello@velocityadvisors.ai
New York, New York