Services firms are Kumo’s home turf - we are one. The pattern we deliver is the pattern we run: Dynamics for revenue, Power Platform for delivery, and a stack lean enough for a firm that bills by the hour.
The systems B2B services firms actually run on - modernized, extended, supported.
B2B services firms - consulting, training, logistics services, financial services - live and die by their core workflow system and their client relationships. Kumo modernizes both sides: Dynamics 365 for the revenue engine, custom apps for the delivery engine, and one partner keeping the stack healthy.
Services firms are Kumo’s home turf - we are one. The pattern we deliver is the pattern we run: Dynamics for revenue, Power Platform for delivery, and a stack lean enough for a firm that bills by the hour.
CRM that reflects how the firm actually sells - pipeline, relationships, and the reporting partners run the business on.
Project intake, resourcing, and client-facing workflows in structured apps instead of spreadsheets and memory.
Implementation, enhancement, support, and licensing under one roof - the whole stack, one relationship.
Scoped correctly, no. The failure mode is over-configuration, not the platform itself. A services firm implementation cut to pipeline, relationships, and a handful of reports is lean to run and grows with the firm.
The delivery side - project intake, client onboarding, resourcing visibility - and increasingly the AI layer: Copilot grounded in firm knowledge, and agents handling the administrative drag between systems.
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