# Ludia Consulting

> Ludia Consulting is a Microsoft solutions integrator focused on Service Operations. On Microsoft Dynamics 365 it designs and builds the solutions that connect a service business: customer service, field service, mobility, supply chain, and finance, with AI agents working across all of them. Underneath it all sit Microsoft Azure and Microsoft Foundry, where Ludia builds, tests, and governs custom AI agents: Ludia is an AI-forward Frontier Firm and an AI implementer, and people come first. Industries: heavy equipment and dealers, energy and power, manufacturing, architecture, engineering and construction (AEC), facilities management, professional services, distribution, and state, local government and education (SLED). US-based senior team; co-founders Lucas Diaz (CEO) and Andreas Vogel (COO). Founded 2018, Portland, Oregon. Ludia has had a standing feedback loop with the Microsoft Dynamics 365 product teams since 2018, formalized in 2023 as an Innovation Committee with Microsoft Engineering, and works with Microsoft FastTrack on qualifying projects. Every page is also in Spanish under /es/. Ludia does not name its commercial clients; results are described by industry and size.

## Services

- [Service Operations: from first call to paid invoice](https://www.ludiaconsulting.com/services/): Ludia is a Microsoft solutions integrator focused on Service Operations. We connect service, supply chain, and finance on Microsoft Dynamics 365.
- [Field Service: more jobs fixed the first time](https://www.ludiaconsulting.com/services/field-service/): Ludia's senior Dynamics 365 Field Service consultants help service leaders fix more jobs on the first visit, bill sooner, and own the next change themselves.
- [The human side of AI](https://www.ludiaconsulting.com/ai/): Where AI pays back in your business, what it costs to run, and what stays human. Ludia maps it, builds it on Microsoft, and measures it in your numbers.
- [Solutions](https://www.ludiaconsulting.com/solutions/): Ludia's own solutions: Helios 2, which maps where AI pays back in a Service Operation, and the tools built at Ludia Labs.
- [Helios 2: decide where AI pays back](https://www.ludiaconsulting.com/solutions/helios-2/): Helios 2 is a senior-led consulting engagement that maps where AI agents pay back across your Service Operation, from first call to paid invoice, and what stays human.

## Industries

- [Industries](https://www.ludiaconsulting.com/industries/): Service businesses Ludia knows from the inside: facilities, professional services, heavy equipment, energy, manufacturing, construction, and more.
- [Facilities management: SLAs met, every job billed](https://www.ludiaconsulting.com/industries/facilities-management/): Ludia's senior Dynamics 365 consultants help facility-management providers meet SLAs across thousands of sites, fix it on the first visit, and bill it faster.
- [Professional services: utilization and billing](https://www.ludiaconsulting.com/industries/professional-services/): Ludia's senior Dynamics 365 consultants help engineering, testing, and field-based professional services firms staff the right experts and bill work sooner.
- [Equipment dealers: faster fixes, more wrench time](https://www.ludiaconsulting.com/industries/heavy-equipment/): Ludia's senior Dynamics 365 consultants help equipment dealers get more wrench time, fix machines faster, and get warranty claims paid. Then your team runs it.
- [Energy and power: assets running, every job billed](https://www.ludiaconsulting.com/industries/energy/): Ludia's senior Dynamics 365 consultants help power-generation, fueling, and energy-services companies keep assets running and bill every job the day it's done.
- [Manufacturing: promise dates you keep](https://www.ludiaconsulting.com/industries/manufacturing/): Ludia's senior Dynamics 365 consultants help manufacturers plan to real capacity, keep parts and aftermarket service connected, and close on one set of numbers.
- [Architecture, engineering and construction](https://www.ludiaconsulting.com/industries/architecture-engineering-construction/): Ludia's senior Dynamics 365 consultants help design firms and specialty contractors see fee burn and cost-to-complete every week and bill sooner.
- [Distribution: orders shipped right, calls billed](https://www.ludiaconsulting.com/industries/distribution/): Ludia's senior Dynamics 365 consultants help distributors that also service equipment connect sales, the warehouse, shipping, the service team, and finance.
- [Public sector: serve more residents with your staff](https://www.ludiaconsulting.com/industries/public-sector/): Ludia brings Service Operations on Dynamics 365 to agencies and public programs: surge programs, field inspections, resident portals, and case management.
- [State, local government and education (SLED)](https://www.ludiaconsulting.com/industries/public-sector/sled/): How cities, counties, states, and schools answer residents faster with the staff they have, on one connected Service Operation in Dynamics 365.
- [Resident contact center for cities and counties](https://www.ludiaconsulting.com/industries/public-sector/sled/resident-contact-center/): Phone, chat, text, and 311 requests in one contact center on Dynamics 365, connected to the case and the crew, in English and Spanish, in Microsoft's government cloud.
- [Data and AI for state and local government](https://www.ludiaconsulting.com/industries/public-sector/sled/data-and-ai/): Connected, governed data for cities, counties, and schools on Dynamics 365 and Power BI, with AI that drafts and staff who decide, inside Microsoft's government cloud.

## Proof

- [Client results](https://www.ludiaconsulting.com/client-results/): What changed for manufacturers, contractors, energy companies, and equipment dealers across their Service Operation, from the first call to the paid invoice.
- [MEP contractor: service and finance on one plan](https://www.ludiaconsulting.com/client-results/mep-contractor-service-finance/): A 2,000-person MEP contractor put service and finance on the same numbers. Its leaders now fund one phased plan a phase at a time, and their team owns it.
- [Consumer products: one system, one region at a time](https://www.ludiaconsulting.com/client-results/consumer-products-phased-rollout/): A global consumer-products manufacturer is moving its regions off AX 2012 onto one finance and supply chain system, one region at a time, on a validated plan.
- [Towing equipment maker plans to real capacity](https://www.ludiaconsulting.com/client-results/towing-equipment-capacity-planning/): A towing and recovery equipment maker plans to real capacity. On-time-in-full delivery rose from 95% to 97%, and finished-goods inventory fell about a third.
- [Fueling services: 500+ technicians tied to finance](https://www.ludiaconsulting.com/client-results/fueling-services-field-to-finance/): A Southeast fueling-infrastructure services company put its 500+ technicians on Dynamics 365 Field Service, connected to Finance and Supply Chain.
- [Life sciences: a stable system, support that scales](https://www.ludiaconsulting.com/client-results/life-sciences-audit-to-support/): A specialty life-sciences manufacturer audited its live system, fixed what the audit found, and kept senior support its leaders have since expanded about 75%.
- [Electrical contractor: support at a fixed fee](https://www.ludiaconsulting.com/client-results/electrical-contractor-managed-services/): An employee-owned electrical contractor pays a fixed fee to keep Dynamics 365 running, with a four-hour response on priority-one issues and a monthly report.
- [Material-handling dealer: service keeps running](https://www.ludiaconsulting.com/client-results/material-handling-dealer-ax-2012/): A multi-state material-handling dealer keeps AX 2012 fast and stable with managed support and database tuning, so service keeps running while it plans the move.
- [Facility maintenance: each unit’s history on site](https://www.ludiaconsulting.com/client-results/facility-maintenance-technician-assistant/): A national facility-maintenance provider's technicians get each unit's history, manual, and readings summed up in Field Service. The technician decides.
- [Power-generation operator: where AI helps experts](https://www.ludiaconsulting.com/client-results/power-generation-ai-map/): A national power-generation services operator mapped two business lines: 54 opportunities, 33 in the first wave. Plant-health judgment stays with its experts.
- [Mechanical contractor: scheduling tuned to dispatch](https://www.ludiaconsulting.com/client-results/mechanical-contractor-field-service/): A Pacific Northwest mechanical contractor tuned the Field Service it already ran to how its dispatchers work, with senior support behind its service team.
- [Testing firm: field work to payroll and invoice](https://www.ludiaconsulting.com/client-results/engineering-testing-operations/): An employee-owned engineering, testing, and inspection firm mapped its operation, kept Dynamics 365 standard, and tied field work to payroll and invoicing.
- [Infrastructure services: steady first, then expand](https://www.ludiaconsulting.com/client-results/infrastructure-services-field-stability/): A specialty infrastructure-services provider is fixing and documenting its live Field Service system before rolling it out to more business units, in waves.
- [Healthcare distributor: service on one system](https://www.ludiaconsulting.com/client-results/healthcare-distributor-equipment-service/): An employee-owned healthcare-products distributor moved equipment service across its branches to standard Dynamics 365 Field Service, with Microsoft FastTrack.
- [Supply-chain software: advanced warehousing](https://www.ludiaconsulting.com/client-results/supply-chain-software-warehousing/): A supply-chain software company handles serial numbers, wave labels, and containers in Dynamics 365, tested on real-world data and learned by its own team.
- [LTL freight carrier: sales on one pipeline](https://www.ludiaconsulting.com/client-results/freight-carrier-sales-pipeline/): A national less-than-truckload freight carrier replaced its legacy sales systems with Dynamics 365 Sales. Its account managers now work from one pipeline.
- [Alternative-fuels provider expands step by step](https://www.ludiaconsulting.com/client-results/alternative-fuels-field-and-parts/): An alternative-fuels provider modernized its customer portal, gave its crews and back office the same parts data, and took an expansion live in planned steps.
- [Energy-services company: one set of numbers](https://www.ludiaconsulting.com/client-results/energy-services-one-set-of-numbers/): A Western Canadian energy-services company replaced legacy systems with Dynamics 365 in one program. Its leaders see projects and finances in one place.
- [Insights for Service Operations leaders](https://www.ludiaconsulting.com/insights/): What Ludia's senior consultants learn connecting Service Operations, from first call to paid invoice. For CEOs, CFOs, and COOs deciding what to fix next.
- [Events](https://www.ludiaconsulting.com/events/): Where to meet Ludia Consulting: Microsoft Dynamics 365 and Service Operations conferences where we sponsor, exhibit, or attend.

## Firm

- [About us](https://www.ludiaconsulting.com/about/): Ludia Consulting is an AI-forward Frontier Firm that specializes in Service Operations excellence and architecture on Microsoft Dynamics 365. People first, since 2018.
- [Executive team](https://www.ludiaconsulting.com/about/executive-team/): Meet Ludia Consulting's executive team: Lucas Diaz, Co-founder and CEO, and Andreas Vogel, Co-founder and COO. The founders still lead the work.
- [Dynamics for Good: technology for nonprofits](https://www.ludiaconsulting.com/dynamics-for-good/): Dynamics for Good is Ludia Consulting's program for nonprofits, NGOs, and public programs, funded by our commercial work since 2019. See dynamicsforgood.com.
- [Ludia Labs, our research and product arm](https://www.ludiaconsulting.com/ludia-labs/): Ludia Labs builds and tests the methods, products, and agents Ludia's consultants bring to client Service Operations. The full story lives at ludialabs.com.
- [Careers: grow as a consultant](https://www.ludiaconsulting.com/careers/): Careers at Ludia Consulting: learn to solve business leaders' real problems with Microsoft Dynamics 365, next to senior people who still do the work.
- [Contact us](https://www.ludiaconsulting.com/contact/): Talk to Ludia about calls that miss the right technician, parts that aren't there, work done but not billed, or a slow month-end close.

## Insights

- [Your aftermarket starts on the original sales order](https://www.ludiaconsulting.com/insights/aftermarket-starts-on-sales-order/): Parts and service earn about twice the margin of new equipment. Manufacturers win that margin only on units they recorded the day they shipped. What to fix first.
- [Microsoft now ships changes continuously. How to stay in control of what reaches your people](https://www.ludiaconsulting.com/insights/continuous-updates-stay-in-control/): Release waves are gone and the Release Planner retires Nov 15, 2026. Who owns the Dynamics 365 update calendar, where to test, and what to tell your people.
- [AI helps new hires most when veterans’ fixes are on record](https://www.ludiaconsulting.com/insights/superagency-new-hires/): The best study of AI at work found the newest workers gained most. What that means for service businesses short of technicians, and what to protect.
- [Your field-to-finance connection has a February 2027 deadline. Put it in this year’s budget](https://www.ludiaconsulting.com/insights/field-finance-integration-2027/): Microsoft retires the original Field Service link to its finance apps on Feb 28, 2027. What changes for billing, what to budget, and how to sequence the move.
- [The return on AI depends on operating-model work nobody budgets for](https://www.ludiaconsulting.com/insights/superagency-operating-model/): AI budgets pay for licenses and pilots. The return depends on the work around people: workflows, review, incentives, and ownership. Where to budget for it.
- [Mapping the jagged frontier: how to decide which work stays human](https://www.ludiaconsulting.com/insights/superagency-jagged-frontier/): AI is strong on some tasks and wrong on others that look just as hard. A four-question test for deciding which work stays human, and why those rows earn trust.
- [First-time fix is won at the dispatch desk](https://www.ludiaconsulting.com/insights/first-time-fix-dispatch-desk/): Repeat truck rolls cost margin and customers, and most start at the dispatch desk. What the service leaders who fix them change first.
- [Stabilize first, then add the agents](https://www.ludiaconsulting.com/insights/stabilize-then-add-agents/): An AI agent on a system your people don't trust automates the errors. What leaders fix after launch before they fund the first agent, and who owns each one.
- [The technician gap is a knowledge problem you can start on today](https://www.ludiaconsulting.com/insights/technician-gap-knowledge/): Half of US diesel technician demand goes unmet, and most openings replace people who leave. How service leaders keep the know-how when the veterans go.
- [Record-low utilization is a staffing-data problem](https://www.ludiaconsulting.com/insights/utilization-staffing-data/): Utilization hit a record low in 2025 while margins, win rates, and pipeline rose. Why the gap is a staffing-data problem, and what firm leaders do about it.
- [AI widens the door to work for people with disabilities. Employers decide how far](https://www.ludiaconsulting.com/insights/ai-work-disability/): AI tools that read, describe, and summarize help people with disabilities do their jobs. What employers must get right: hiring tools, access, and privacy.
- [Time entry is a retention tool](https://www.ludiaconsulting.com/insights/time-entry-retention/): Consultants judge how well a firm runs by the Friday timesheet. Why capturing time from the day's work helps keep good people and gets invoices out sooner.
- [What your regions share decides how to move finance without risking the quarter](https://www.ludiaconsulting.com/insights/one-region-at-a-time/): Moving finance and supply chain onto one system across regions: when a phased rollout protects the close, and when a single cutover is the safer call.
- [Leaving Deltek Vision is a decision about how your firm runs](https://www.ludiaconsulting.com/insights/leaving-deltek-vision/): Deltek Vision is in sustaining support, and cloud access ends in Q1 2027. When Vantagepoint is the right call, and when the firm should rethink how it runs.
- [Where service businesses lose money: the handoffs](https://www.ludiaconsulting.com/insights/handoffs-where-margin-leaks/): Service work usually gets done well. The margin leaks between the call, dispatch, parts, the technician, and the invoice. How leaders pick the first handoff to fix.
- [Five decisions to write down so your team can change course without consultants](https://www.ludiaconsulting.com/insights/five-decisions-to-write-down/): Your team can change Dynamics 365 without consultants only if five decisions are written down: record owners, connections, access, releases, custom code.
- [The test comes after launch day. What it takes for your team to own Dynamics 365](https://www.ludiaconsulting.com/insights/launch-day-not-finish-line/): The test of a Dynamics 365 project is the first change after launch. How to plan knowledge transfer, admin readiness, and a handover your team can run.

## People

- Lucas Diaz, co-founder and CEO: Microsoft FastTrack Recognized Solution Architect (Dynamics 365), PMP, CSM; built Dynamics for Good, Ludia's nonprofit program.
- Andreas Vogel, co-founder and COO: 20 years in Microsoft Dynamics implementations; MBA (Portland State University), BS Computer Science (Drexel University), PMP.

## Contact

- Talk to Ludia: https://www.ludiaconsulting.com/contact/
- Email: sales@ludiaconsulting.com

## En español

Ludia Consulting es un integrador de soluciones de Microsoft enfocado en Operaciones de Servicio. Todo el sitio está en español, para líderes empresariales de América Latina.

- [Inicio](https://www.ludiaconsulting.com/es/)
- [Nosotros](https://www.ludiaconsulting.com/es/nosotros/)
- [Servicios](https://www.ludiaconsulting.com/es/servicios/)
- [Industrias](https://www.ludiaconsulting.com/es/industrias/)
- [Resultados de clientes](https://www.ludiaconsulting.com/es/resultados-de-clientes/)
- [Perspectivas](https://www.ludiaconsulting.com/es/perspectivas/)
- [Contacto](https://www.ludiaconsulting.com/es/contacto/)