While we take the work we do incredibly seriously, you can tell by the beginning and end of this video, we don't always take ourselves so seriously. We liked this video so much that we decided to display it prominently on our homepage! The goal of this video is to share what makes TrellisPoint different. We're different because we focus on strategy and people! We work with organizations that want a trusted partner to help them leverage technology as a key differentiator instead of a cost center. With our time-tested, proprietary success frameworks we're able to complete Microsoft and strategic growth implementations with less cost and in less time than others. Thank you to Andrew Ford, Mike Spence and Peter Katz for doing such a great job of explaining what makes TrellisPoint different and WHY companies should partner with us! Follow TrellisPoint to keep up with all the latest content covering Microsoft & strategic growth! #TrellisPoint #Microsoft #StrategicGrowth
TrellisPoint
IT Services and IT Consulting
Brecksville, OH 1,389 followers
Strategic Growth Consulting with Microsoft Technologies
About us
TrellisPoint is your reliable partner in the quest for business growth and efficiency. Established in 2009, we are a strategic consulting firm specializing in Customer Relationship Management (CRM) solutions, Marketing Automation, Sales, Project Operations, and Power Platform. As a Microsoft Cloud Solutions Partner, we possess the expertise and resources to offer comprehensive services to businesses across various sectors, including Manufacturing, Distribution, Professional Services, and Nonprofit. Our team of seasoned professionals work closely with clients, understanding their unique requirements and delivering tailored solutions that drive success. At TrellisPoint, we believe in the power of technology to transform businesses and we are committed to helping our clients optimize their technology investments. We offer a full suite of services, ranging from planning and implementation to configuration, customization, data migration, and ongoing support. Our approach is defined by our unique TrellisPoint Success Framework, a five-stage process that ensures we deliver value at every step of our engagement. This customer-centric approach has enabled us to build strong relationships with our clients and consistently deliver successful outcomes. We also provide training and education services to ensure our clients can fully utilize their investment in Microsoft Dynamics technology. Our ongoing support guarantees that you are never alone in your journey towards growth and success. Choose TrellisPoint as your trusted partner for optimizing your technology investments and driving business growth. Contact us today, and let's begin this journey together.
- Website
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https://www.trellispoint.com
External link for TrellisPoint
- Industry
- IT Services and IT Consulting
- Company size
- 11-50 employees
- Headquarters
- Brecksville, OH
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Microsoft Dynamics 365, Data Integration, Power BI, Migration of CRM platforms to Microsoft Dynamics 365, Microsoft Business Applications Platform, Click Dimensions, HubSpot, Microsoft Power Platform, and Microsoft Dyanmics AI
Locations
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Primary
10091 Brecksville Rd.
Suite B
Brecksville, OH 44141, US
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4520 Cooper Rd
Suite 205
Cincinnati, Ohio 45242, US
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1400 Main St
Suite 180
Clarksville, Indiana 47129, US
Employees at TrellisPoint
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Jack Beacham
Management Consultant
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Chris Finnecy
Founding Partner at TrellisPoint | Microsoft Partner | Dynamics 365 | Power Platform | AI (Copilot) | Business Process Engineering
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Mike Spence
Helping customers maximize the value from Microsoft Dynamics, Power Platform and Artificial Intelligence
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Penny Leaver, CPC
Helping Simplify Microsoft Solutions | Demo Queen | Pre-Solutions Sales Architect @ TrellisPoint
Updates
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Investing in Innovation is a balancing act. Just ask Ford. In today's episode of The Ungrowth Show, we dive deep into the right and wrong ways of innovating products and services. In particular, how to build and invest in (internal and/or external) innovation teams. Too often, companies either avoid innovation due to fear or overcommit without a clear strategy. Both approaches can lead to lost market share, misallocated resources, and, ultimately, a struggle to keep up with the competition. We discuss real-life examples, like Ford's attempt with their Smart Mobility initiative, where separating innovation from core operations led to significant challenges. The key takeaway? Innovation needs to be a well-integrated, strategic effort—not a siloed project or an afterthought. As we continue to evolve in a digital age, remember that successful innovation requires a balance between ambition and practicality, focusing on long-term growth rather than quick wins. Do not let your company fall behind by either avoiding innovation or diving in without direction. There is a smarter way to innovate that ensures growth and sustainability. Catch the full episode to hear more insights. 🔗👇 #StrategicGrowth #Innovation #BusinessGrowth
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Generate agendas, summarize documents, build presentations & quickly find insights in Excel. Copilot can give you back hours in your day. If some of these prompts don't work for you it might be because you don't have the right license. We can help with that, just let us know! #Copilot #Microsoft #AI #Prompt
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3 simple reasons we are seeing AI shake up traditional businesses 1. Easy to use 2. Often free to start 3. Incredibly powerful It is enabling rapid innovation and, yes, even displacing jobs at an unprecedented pace. The ease of AI adoption means we are only at the beginning of its impact. It is here to stay, and it is evolving faster than we ever imagined. AI's influence will soon be more subtle, more integrated, and more transformative than we can foresee. Brad and Mike talked about this subject at length on this week's episode of The Ungrowth Show. #AI #Innovation #Growth
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Join us for an informative webinar on "Mastering Power BI Dashboards: Data Modeling, Performance, & Licensing." This session is designed to help you harness the full potential of Power BI by learning how to effectively model data, optimize dashboard performance, and navigate Power BI licensing. In this webinar, we'll cover: How to Model Data for Power BI: Learn best practices for structuring and preparing your data to create powerful and insightful dashboards. Optimizing Power BI Dashboard Performance: Discover techniques to enhance the performance of your Power BI dashboards, ensuring they are both fast and efficient. Power BI Licensing: Understand the different licensing options available for Power BI and how to choose the best one for your needs. Hosted by Andy Roberts and Laurie Ukpabi, this webinar will provide you with the essential knowledge and skills to build robust and efficient Power BI dashboards that drive business insights. Don't miss this opportunity to up your Power BI capabilities with practical tips and expert guidance. Register now to secure your spot!
Mastering Power BI Dashboards: Data Modeling, Performance, & Licensing
www.linkedin.com
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🚨 New Episode of The Ungrowth Show is Live! 🚨 🍫 Hershey's $100M ERP & CRM Ungrowth Disaster In 1999, Hershey, the iconic chocolate giant, faced a meltdown of epic proportions. What was supposed to be a sweet upgrade to their ERP and CRM systems turned into a bitter experience. Tune in as we get into the challenges Hershey faced with their "big bang" approach to system implementation, the costly mistakes made, and the lessons learned. This episode is a must-listen for anyone involved in digital transformation and IT project management. Don't let your next project turn into a nightmare. Learn from Hershey's mistakes and ensure your tech implementations lead to growth, not ungrowth. Watch the full episode here: https://lnkd.in/dx7tNNWr #TheUngrowthShow #Hersheys #CRM #ERP #DigitalTransformation #BusinessLessons #TechFailures #StrategicGrowth
Hershey's $100M ERP & CRM Ungrowth Disaster | The Ungrowth Show by TrellisPoint
https://www.youtube.com/
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The people side of any M&A matters! Many times, in mergers and acquisitions the people component is overlooked, and it is unfortunate because there are clear OCM strategies that can make a tangible difference. Watch this week's "The Ungrowth Show" episode to hear how we help advise our clients that focus on growth by acquisition. At TrellisPoint we believe in aligning people, process and data to achieve strategic growth! #OCM #MergersandAcquisitions #Growth
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A reported loss of $99B?! Learn about one of the worst (literally, not hyperbole) mergers of all time on this week's episode of The Ungrowth Show! Brad and Mike breakdown the details and give advice that anyone can use in their business to avoid Ungrowth. This episode is particularly relevant for anyone who has experience around M&A. https://lnkd.in/eiraxAs4 #MergersandAcquisitions #BusinessStrategy #Ungrowth
The AOL & Time Warner Merger Debacle: Ungrowth in M&A | The Ungrowth Show by TrellisPoint
https://www.youtube.com/
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"And then the lawyer in the room asked him if he can get that proprietary information back out of ChatGPT" The answer is no, you can't. Be careful with what you and your team are sharing with our new AI friends. Some of them will use what you share for training and then anyone can ask them questions about your proprietary data, and it will freely share it. It's just trying to be helpful, after all. If you have a Copilot license you can switch it to the "work" setting which will not share anything you share with it outside of your organization. This can be a great option for teams that want to leverage AI but don't want to give away proprietary information. #AI #Copilot #Data
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If you don't think your company is using AI, you're probably wrong. Your team is likely troubleshooting and relying on AI tools to get work done faster, and in many cases better. Setting a standard on the use of AI is critical. Otherwise, AI is running rampant in your company, and you may not even know how. TrellisPoint can help! #AI #Governance #Policy