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Working with TrellisPoint

Let's work together to deliver high-value solutions that fuel your strategic growth!

 

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We Start by Defining What You Need & Why You Need It

Technology without strategy is just another tool. Before we launch any project, we focus on the "business why", the real reason behind the need for change.

At TrellisPoint, we do not just implement technology we align people, processes, and data with a clear strategy that ensures your technology works for you, not the other way around. Skipping this step leads to inefficiencies, stalled adoption, and wasted resources.

Starting with the "business why" gives your business clarity, direction, and control, so when it is time to execute, we can both move forward with speed and confidence.

Our Technical Expertise

As a Microsoft Cloud AI Partner with a Business Applications designation, we bring deep technical expertise across Dynamics 365, Power Platform, Azure AI and Copilot solutions. Our team has delivered hundreds of successful implementations over the past 25+ years; from complex CRM migrations to custom low-code solutions and AI-driven automation. We have the expertise to design, build, and optimize solutions that drive measurable strategic growth.

We Are Your Strategic Partner from Day One

Brad Thumbs Up Discover
 

Discover

Learning what makes you successful

A free, two-hour strategic assessment to discuss your business goals and current technology infrastructure. This meeting drives our first project deliverable called the Strategic Technology Roadmap showing you the phases of your project and scheduling based on impact and effort.

 

Decide

Review High-Level Scope

Once the discovery session is completed, we invite you to a take a deeper dive into business processes and systems in order to identify and prioritize your needs. The outcome of this meeting is a comprehensive Project Roadmap that illustrates priorities, deliverables, integration points, and timelines. This the risk-free* part of our engagement. We want to provide you accurate costs and timing in way that makes sense for both parties.

Mike Decide

Driving Continuous Improvement

Designing-Building-Delivering high-value solutions

John Thumbs Up Design
 

Design

We collaborate with your team consistently throughout the design process, always focused on your business goals. We make sure to understand capabilities, expected, and desired outcomes in areas including:

  • Efficient System Navigation
  • Form Fields, Sections, and Overall Layout
  • Business Process Automation
  • Data Views, Reporting, and Dashboards
 

Delivery

Development is iterative. However with consistent check-points and collaborative processes we can ensure that what we deliver matches your needs. Your team members will:

  • Have system access during all delivery phases
  • Be able to review and test the system as it’s developed.
  • Test the system and make suggestions
  • Give approval to “go-live”
Dan & Sam Deliver
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TrellisPoint Customer Stories

TrellisPoint made sure everything happened correctly and on time. The functionality we have available in Dynamics 365 CRM is exactly what we needed to fit our new business processes.
Alfredo Legorreta
VP of Business Transformation | Maritz Travel
We hired a firm and got a partnership! TrellisPoint helped transform my business model from a consulting service to a SaaS-based managed service company. They took my proven methodology and business processes and created a product that enables me to scale, drives operational efficiency and delivers more value-added services to my clients.
Erin Figer
Alliance Strategist | Core Consulting LLC
TrellisPoint has become an integral business partner to our firm. Their support and maintenance services have paid dividends through the expert help we receive from the team – anything from system tweaks, troubleshooting, training, documentation, etc. They have made it their business to understand what we do.
Jeremy Bilsky
Senior Director & General Manager | Advance Partners
 

Why Work with a Boutique Microsoft Cloud AI Partner Like TrellisPoint?

We are small enough to care, yet big enough to deliver. Unlike massive global Microsoft partners, TrellisPoint operates with agility, precision and a focus on long-term client success.

To Us, You Are More Than Just a Number: We take the time to deeply understand your business and build solutions tailored to your needs, not generic, one-size-fits-all deployments.

Direct Access to Senior Experts: No layers of bureaucracy. You work directly with experienced consultants and solution architects who know your system inside and out.

Faster Decision-Making & Execution: We move with speed and precision, cutting through the red tape to deliver real business impact faster.

Strategic Growth, Not Just Software Implementation: We go beyond standing up technology. We help you align people, processes, and data for long-term scalability and measurable results.

Trusted, Long-Term Partner: Our clients stick with us because we deliver when the stakes are high, with a 95%+ retention rate, we are in it with you for the long haul.

Let’s work together to make your Microsoft investments a competitive advantage.

 

How We Handle Enterprise Level Clients ($1B+)

Enterprise solutions require more than just technology, they demand strategy, scalability, and expertise. Using our TrellisPoint Enterprise Framework (TPEF), we align people, processes, and data to ensure your Microsoft investments drive measurable business impact.

What Enterprise Clients Get When They Work with Us:

Dedicated Enterprise Team: Strategic consultants, developers, and account managers focused on your success.

Enterprise Agility: An elastic team that scales with your needs, delivering faster results with less risk.

Microsoft Expertise: Deep technical knowledge in Dynamics 365, Power Platform, and AI-driven automation.

We help CIOs and business leaders optimize systems, integrate data, and implement AI and automation to accelerate growth. We're more than a vendor; we're a strategic partner that's focused on long-term success.

Maximize User Adoption & Growth

Strategic Support

Continued collaboration + support from our team after your project is delivered.

Quarterly Reviews

Formal touchpoints throughout our partnership ensure your D365 solution is delivering results.

D365 Support Plans

Hire us to manage your the administration of your D365 software post-project.

TrellisPoint's Industry Specific Solutions

Microsoft Dynamics 365 Solutions

Microsoft Power Platform Solutions

Microsoft AI Solutions

TrellisPoint Strategic Growth Offerings

See All Offers & Workshops
 

Let’s Build What’s Next by Working Together


Technology should move your business forward, not hold it back. Whether you need expert guidance, an implementation, or ongoing support, TrellisPoint is here to ensure your Microsoft investments drive real, strategic growth. With a team that understands your business, a framework that delivers results, and a partnership built on trust, we are ready to help you navigate what comes next.

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