TrellisPoint

Independence, United States

Connect Your Business with AI-Driven Microsoft Solutions

TrellisPoint is a Microsoft Solutions Partner and strategic growth consulting firm, founded in 2009 and headquartered in Independence, Ohio. We help mid-market companies, typically $10M to $500M in revenue, turn Microsoft technology into a real competitive advantage. 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.

30 people in their team

Speaks English

1 project in their portfolio

Works remotely across the globe

Sortlist member since 2024

Founded in 2009

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Services

4 services offered by TrellisPoint

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Description

We help mid-market companies put AI to work with Microsoft Copilot, Copilot Studio agents, and Azure AI. We start with the business case, identify high-value use cases in sales, service, and operations, then build, secure, and roll out solutions with adoption and change management built in.

Skills in Artificial Intelligence (4)

Chatbot Development

AI Agents

Artificial Intelligence

Generative AI

Learn more about Artificial Intelligence

Description

Modernize on the Microsoft Cloud. We implement and migrate Microsoft Dynamics 365 CRM and ERP (including Business Central), extend them with Power Platform and Azure, and integrate them with the rest of your systems so your business runs on one connected platform.

Skills in Cloud Consulting (8)

Microsoft Azure Consulting

Microsoft Dynamics CRM

Microsoft Dynamics ERP

Microsoft Dynamics

Microsoft Dynamics CRM Consulting

Microsoft ERP Consulting

CRM Consulting

Microsoft Sharepoint Consulting

Work in Cloud Consulting (1)

Maritz Global Events: Infor CRM to Dynamics 365 Migration - Cloud Consulting

Client in Cloud Consulting (1)

Maritz Global EventsEntertainment & Events | international

Learn more about Cloud Consulting

Description

Turn scattered data into decisions. We unify data across Dynamics 365, ERP, and line-of-business systems, handle data migration off legacy platforms, and build Power BI dashboards and reporting that leadership teams actually use.

Skills in Data Consulting (5)

Business Intelligence

Big Data Consulting

Data Analytics

Data Migration

Data Consulting

Work in Data Consulting (1)

Client in Data Consulting (1)

Maritz Global EventsEntertainment & Events | international

Learn more about Data Consulting

Description

Strategy before software. Our growth consulting approach aligns people, process, and data before any configuration begins, with business process engineering, technology roadmaps, and organizational change management so new systems fit how you work and adoption sticks.

Skills in Digital Strategy (4)

Digital Strategy

Digital Transformation

Change Management

Strategy

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Team

30 members in TrellisPoint's team

Story

Founded in 2009 in Northeast Ohio, TrellisPoint grew from a CRM consultancy into a Microsoft Solutions Partner for Dynamics 365, Power Platform, and Copilot. Now part of the Univerus family, our team pairs deep platform expertise with a strategy-first approach and measures success by client growth, not just go-live.

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Contact details of TrellisPoint

Details

Headquarter6100 Rockside Woods Blvd N, Independence, OH, USA