About TrellisPoint

Your Partner for Strategic Business Applications Since 2009

TrellisPoint is a Microsoft Solutions Partner for Business Applications with 17+ years of experience helping mid-market and growth-focused organizations get more out of Dynamics 365, Power Platform, and Microsoft Copilot. In July 2026, we joined Univerus, expanding our resources and reach without changing how we work with you.

Talk With an Expert Read the Univerus Announcement

Our Story

People, Process, and Technology

Since our founding in 2009, TrellisPoint has focused on helping customers get more out of their Microsoft technology investments. We believe successful technology deployments align both the long-term business goals of leadership and the day-to-day realities of the teams doing the work. People, process, and technology all have to align to get the outcome you actually need.

In 2018, we became a 100 percent Microsoft-focused practice. Today we hold the Microsoft Solutions Partner designation for Business Applications, with active Microsoft Cloud AI Partner capabilities across Copilot and Azure AI, and we still start every engagement the same way: with the business why, not the product pitch.

Founded 2009

Microsoft-Focused Since 2018

Designation Microsoft Solutions Partner, Business Applications

Headquarters Cleveland, Ohio

Why TrellisPoint

Built on Partnership. Focused on Your Goals.

We start with the business result you are trying to achieve, then design the right mix of Microsoft technology to support it. Our consultants work side-by-side with your teams, bringing structure, clarity, and accountability throughout the journey.

Outcomes Over Product Demos

We start with business outcomes, not which Microsoft SKU we can sell.

The AI Value Engine Framework

A three-stage framework that keeps AI projects from stalling after the pilot.

Senior Consultants, Not Junior Resources

The person scoping your project is the person delivering it.

95% Client Retention

Reflects how we work after go-live, not just at launch.

Where to Start

Ways to Work With TrellisPoint

Where you start depends on where you are today. Each of these is its own engagement, with its own scope and its own page.

Workshops & Offers

Fixed-scope workshops and short engagements, from a two-hour strategy session to a multi-week assessment, for teams who want clarity before committing to a larger project.

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D365 Accelerators

Fixed-fee, fixed-scope Dynamics 365 deployments with Copilot built in from day one, for teams who already know what they need.

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AI Value Engine

A three-stage framework that keeps AI projects from stalling after the pilot.

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Embedded Talent

Ongoing embedded resourcing that puts senior Microsoft platform expertise inside your team on a standing basis.

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Support Plans

Tiered ongoing support for Dynamics 365, Power Platform, and Copilot, from pay-as-you-go help to a fully embedded advisory partnership.

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Microsoft Licensing

Microsoft licensing across 365, Dynamics 365, Power Platform, Azure, and Copilot, bundled with implementation and support from one point of contact.

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Now Part of Univerus

TrellisPoint Is Now Part of the Univerus Family

In July 2026, Univerus, a fast-growing enterprise software company headquartered in Burnaby, British Columbia, acquired TrellisPoint. Founded in 2019, Univerus specializes in vertical market solutions and delivers mission-critical technology to a global customer base of more than 3,500 organizations across public and private sectors, including local government, utilities, construction, manufacturing, health and safety, and education. The acquisition strengthens our Microsoft ecosystem and expands our ability to help customers modernize business systems, improve operational visibility, automate workflows, and adopt practical AI through Microsoft technology, all with the same team and the same relationship-first approach you already know.

Parent Company Univerus

Univerus Founded 2019

Univerus Team 350+ employees

Univerus Clients 3,500+

Univerus Acquisitions 25+ completed

Univerus Headquarters Burnaby, British Columbia

Same team, same relationships. The people you work with at TrellisPoint have not changed.
Broader resources, long-term stability. Access to the reach and resources of a 300+ person organization serving 3,500+ clients.
No disruption to ongoing engagements. Integration is happening behind the scenes, with continuity as the priority for current customers.

Read the Full Announcement Visit Univerus

Industries served across the Univerus and TrellisPoint portfolio

Industries We Serve

Deep Experience Across Complex Industries

We work with mid-market and growth-focused organizations across manufacturing, construction, financial services, professional services, technology, and business services. As part of Univerus, that reach now sits alongside a portfolio that also powers local government, utilities, health and safety, and education. Every industry brings its own operating model, and we bring the Microsoft platform experience to match it rather than forcing a generic template onto your business.

Credentials

Microsoft Designations & Track Record

Designation Microsoft Solutions Partner, Business Applications

AI Capability Microsoft Cloud AI Partner – Copilot & Azure AI

Implementations Delivered 300+

Client Retention 95%

Years of Experience 17+

Frequently Asked Questions

About TrellisPoint FAQ

If you do not see your question here, contact us and we will walk through your specific situation.

Is TrellisPoint still TrellisPoint after joining Univerus?

Yes. Same name, same team, same relationship-first approach. Joining Univerus in July 2026 expanded our resources and long-term stability; it did not change how we work with our customers.

What changes for existing TrellisPoint customers?

Very little day to day. The focus is on continuity of service and the customer relationships already in place, with access to the broader resources of the Univerus organization over time.

What Microsoft technologies does TrellisPoint work with?

TrellisPoint is a Microsoft Solutions Partner for Business Applications with active Microsoft Cloud AI Partner capabilities across Copilot and Azure AI. We work primarily across Dynamics 365, Power Platform, and Microsoft Copilot for mid-market and growth-focused organizations.

What makes TrellisPoint different from other Microsoft partners?

We start with the business outcome you are trying to achieve, not the product we can sell you. Our senior consultants scope and deliver your project themselves, and it shows in the numbers: 95 percent client retention and 300+ implementations delivered. See what else sets us apart.

How do I get started with TrellisPoint?

It depends on where you're starting from. Not ready to commit to a full project? Workshops & Offers range from a two-hour strategy session to a multi-week assessment. Already know the Dynamics 365 outcome you need? D365 Accelerators gets you there on a fixed fee and fixed scope, with Copilot built in from day one. Moving AI from pilot to production? The AI Value Engine gives you a structured, three-stage path. Need senior Microsoft platform expertise inside your team on an ongoing basis? Embedded Talent puts a practitioner on your team backed by our full bench. And once you're up and running, Support Plans and Microsoft Licensing keep things running and your Microsoft spend optimized. Not sure which fits? Talk to a Microsoft Strategist and we'll help you figure it out.

Start Here

Talk to a Microsoft Strategist

Whether you are evaluating Dynamics 365, planning a Power Platform rollout, or just have questions about the Univerus acquisition, we start with outcomes, not products. Share your goals and we will respond with practical next steps tailored to your environment.

✓ A direct conversation with a senior consultant focused on your objectives
✓ Clear, outcome-driven recommendations aligned to your business priorities
✓ A practical roadmap outlining scope, timeline, and next steps

Prefer to talk? Call (888) 719-0248.