Root16 Company Profile

Background

Overview

Root16 is a Chicago-based consulting firm specializing in Microsoft Dynamics 365 (D365) and the Power Platform. Established in 2020, the company focuses on delivering CRM consulting services, customer engagement solutions, and ISV enablement projects. Root16 aims to provide expertise without the overhead, emphasizing a partnership approach to achieve business outcomes efficiently.

Mission and Vision

Root16's mission is to build strong partnerships with clients, focusing on their success and delivering value through specialized CRM solutions. The company's vision centers on creating a collaborative environment where both employees and clients thrive, fostering long-term relationships and sustainable growth.

Primary Area of Focus

Root16 specializes in CRM consulting, customer engagement, and ISV enablement, leveraging Microsoft D365 and the Power Platform to deliver tailored solutions that meet clients' unique needs.

Industry Significance

As a Microsoft Gold Certified Partner, Root16 demonstrates a high level of competency and commitment to delivering quality solutions within the CRM and business applications sector. This certification reflects the company's expertise and dedication to staying current with Microsoft's evolving technologies.

Key Strategic Focus

Core Objectives

Customer Engagement: Enhancing client relationships through proactive understanding and interaction.

Power Platform Utilization: Analyzing data, building solutions, automating processes, and creating virtual agents.

ISV Enablement: Assisting Independent Software Vendors in bringing their solutions to market on an industry-leading CRM platform.

Specific Areas of Specialization

CRM Discovery and Planning: Identifying client needs and developing strategic roadmaps.

CRM Implementations: Deploying tailored CRM solutions to optimize business processes.

Vendor Selection and Change Management: Guiding clients in selecting appropriate CRM vendors and managing transitions effectively.

Key Technologies Utilized

Microsoft D365: A suite of enterprise resource planning (ERP) and customer relationship management (CRM) applications.

Power Platform: Including Power BI, Power Apps, Power Automate, Copilot, and Copilot Studio for data analysis, app development, and process automation.

Primary Markets Targeted

Root16 serves various industries, including accounting, architecture, engineering, construction, management and IT consulting, manufacturing, media and entertainment, and Independent Software Vendors (ISVs). The company's solutions are tailored to meet the specific needs of these sectors, leveraging Microsoft D365 to drive business success.

Financials and Funding

Funding History

As of the latest available information, Root16 has not publicly disclosed specific details regarding its funding history or total funds raised. The company operates as a privately held entity, focusing on organic growth and strategic partnerships to expand its market presence.

Recent Developments

In 2025, Root16 joined the Reply network, enhancing its capabilities within the Microsoft Business Solutions ecosystem. This strategic move aims to solidify the company's position as a comprehensive partner in delivering Microsoft-based solutions.

Pipeline Development

Key Projects and Initiatives

Root16 is actively engaged in several initiatives to expand its service offerings and market reach:

Microsoft D365 Implementations: Deploying customized CRM solutions for clients across various industries.

Power Platform Solutions: Developing applications and automations to streamline business processes.

ISV Enablement: Assisting software vendors in integrating their solutions with Microsoft's CRM platform.

Anticipated Milestones

While specific timelines for upcoming projects are not publicly disclosed, Root16 continues to focus on delivering high-quality solutions and expanding its client base through strategic partnerships and innovative service offerings.

Technological Platform and Innovation

Proprietary Technologies

Root16 leverages Microsoft's suite of technologies, including D365 and the Power Platform, to deliver customized CRM solutions. The company's expertise in these platforms enables it to create tailored applications and automations that address specific client needs.

Significant Scientific Methods

Root16 employs data analysis, solution development, and process automation methodologies to enhance client operations. By utilizing Microsoft's technologies, the company ensures that its solutions are both innovative and effective in meeting business objectives.

Leadership Team

Key Executives

Brad Bosak: Co-founder and Principal, with over 18 years of experience in building solutions with Microsoft technologies, focusing on CRM and Business Applications.

Brendan Landers: Co-founder and Principal, with over 20 years in technology roles, including leading CRM programs and teams.

Corey O'Brien: Co-founder and Principal, with over 20 years in designing and implementing software solutions on the Microsoft stack.

Jeff Meister: Co-founder and Principal, with 18 years in technology, specializing in CRM implementations and leading large-scale CRM transformation programs.

Leadership Changes

As of the latest available information, there have been no significant changes or appointments within Root16's leadership team. The company continues to be led by its co-founders, who remain actively involved in its strategic direction and operations.

Competitor Profile

Market Insights and Dynamics

The CRM consulting and Microsoft D365 implementation market is characterized by a growing demand for digital transformation solutions across various industries. Companies seek to enhance customer engagement, streamline operations, and leverage data analytics to drive business growth.

Competitor Analysis

Root16 operates in a competitive landscape with several notable players:

AC Lordi: A consulting firm specializing in technology solutions, including CRM implementations.

Sonoma Partners: A consulting firm focusing on Microsoft technologies, offering CRM and business application services.

These competitors, along with Root16, aim to provide specialized CRM solutions leveraging Microsoft's technologies to meet client needs.

Strategic Collaborations and Partnerships

Significant Collaborations

In 2025, Root16 joined the Reply network, enhancing its capabilities within the Microsoft Business Solutions ecosystem. This partnership aims to strengthen the company's market position and expand its service offerings.

Operational Insights

Strategic Considerations

Root16's focus on Microsoft D365 and the Power Platform positions it as a specialized provider in the CRM consulting market. The company's partnership with Reply further solidifies its capabilities and market presence. By maintaining a specialized focus and strategic partnerships, Root16 differentiates itself in a competitive landscape.

Strategic Opportunities and Future Directions

Future Business Directions

Root16 continues to explore opportunities to expand its service offerings, enhance its technological capabilities, and strengthen client relationships. The company's strategic partnership with Reply is expected to open new avenues for growth and innovation.

Opportunities for Expansion

Root16 is well-positioned to capitalize on the growing demand for digital transformation solutions, particularly in CRM and business applications. The company's expertise in Microsoft technologies and its strategic partnerships provide a solid foundation for future expansion and success.