TrellisPoint
Connect Your Business with AI-Driven Microsoft Solutions
6100 Rockside Woods Blvd N, Suite 100, Independence, Ohio 44131, United Stateshttps://trellispoint.com
TrellisPoint Overview
- Year Founded
- 2009
- Employees
- Under 49
- Minimal Budget
- $25,000 - $50,000
- Average Hourly Rate
- Inquire
Our work centers on Microsoft Dynamics 365 (CRM and ERP), the Power Platform, Azure, and AI with Microsoft Copilot. Whether it's a first implementation, a migration off a legacy ERP or CRM, or extending an existing Microsoft environment, we focus on outcomes rather than just a go-live date.
What makes us different:
Microsoft-only focus. We specialize exclusively in the Microsoft ecosystem instead of spreading across every platform on the market. That means deeper expertise, faster delivery, and a direct working relationship with Microsoft's partner team.
Strategy before software. Before any configuration begins, we align people, process, and data so the system fits how your business actually runs. Our services include business process engineering and organizational change management, so adoption sticks after launch.
Backed by Univerus. As part of the Univerus family of companies, we can bring in specialized expertise, such as nonprofit and government fund accounting on Business Central, while you keep a single point of contact.
We serve manufacturing, construction, financial services, and professional services firms, and we measure success by adoption, ROI, and client growth.
TrellisPoint Portfolio
CRM Consulting
Maritz: Infor CRM to Dynamics 365 Migration
Entertainment
- $250K - $500K
- 3 Months
- 2023
CRM Consulting
ForTec Medical: Dynamics 365 Cloud Migration
Health Care
- $250K - $500K
- 3 Months
- 2026
TrellisPoint Services
Industries
- Manufacturing
- Construction
- Corporate Services
- Finance
- Industrial
- Insurance
- Professional Services
Client Types
- Medium Businesses
AI Expertise
- AI Automation
- AI Consulting
- Agentic AI
- Conversational AI
- Generative AI
Big Data Expertise
- Business Intelligence
- Data Migration
- Microsoft BI
- Operations & Process Improvement
- Power BI Consulting
Business Consulting Expertise
- Business Operations Consulting
- Change Management
- Project Management
- Strategy Consulting
CRM Expertise
- AI CRM
- Microsoft Dynamics CRM Consulting
DevOps & Cloud Expertise
- AI Cloud Consulting
- Azure
- Microsoft SharePoint Consulting
ERP Expertise
- AI ERP Consulting
- Microsoft dynamics 365
TrellisPoint Clients
TrellisPoint Team Bios
Kyle leads marketing for TrellisPoint, managing the firm's Microsoft Partner relationship, go-to-market strategy, and demand generation across email, paid search, and automation to connect clients with the right Dynamics 365 solutions.
Mike is President of TrellisPoint, an AI-first Microsoft partner serving mid-market, growth-stage, and PE-backed companies. He leads the firm's direction across Dynamics 365, Power Platform, Azure, and its Process Intelligence AI automation practice, helping clients build connected systems with meas
Peter is Vice President of Sales and Marketing at TrellisPoint, where he leads new business strategy and builds strategic client and partner relationships. He focuses on companies that treat business application technology as a strategic asset and differentiator.
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