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Consulting services results for Financial Services
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Tableau to Power BI Metadata Accelerator: 4 Wk Migration AssessmentPrelude Systems IncTableau to Power BI Metadata Accelerator: Seamlessly Migrate and Maximize Your Data Insights
+1
Applicable to:
Power BI apps
Power BI apps1 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology SolutionsStreamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
+1
Applicable to:
Business Central
Business Central2 out of 60
Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLCAn assessment of your reporting needs that provides a path forward to meet your business goals.
+1
Applicable to:Power BI apps
Power BI apps3 out of 60
Microsoft Defender for Endpoint QuickStartPresidioPresidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Cloud SecurityIdentity & Access ManagementThreat Protection4 out of 60
Microsoft Security Copilot POV & Adoption PlanBDOProve the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
+3
Applicable to:Cloud SecurityIdentity & Access ManagementThreat Protection
Cloud SecurityIdentity & Access ManagementThreat Protection5 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoftMicrosoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
+2
Applicable to:
Sales
Customer Service
SalesCustomer Service6 out of 60
Windows 365 ImplementationAlfa Connections Pte LtdWindows 365 is a cloud-based service that automatically creates a new type of Windows virtual machine (Cloud PCs).
+1
Applicable to:
Device Deployment & Management
Device Deployment & Management7 out of 60
Catalyst Envision and Innovation: 4-Hr WorkshopCatapult Systems, LLCThis workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
+1
Applicable to:Customer Service
Customer Service8 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
+3
Applicable to:SalesCustomer Service
Field Service
SalesCustomer ServiceField Service9 out of 60
Marketing Accelerator: 7-Day ImplementationenCloud9Powered by Dynamics 365 and ClickDimensions, this offer is perfect for small businesses looking to go live quickly with a full-featured marketing automation solution.
+3
Applicable to:SalesCustomer Service
Project Service Automation
SalesCustomer ServiceProject Service Automation10 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:SalesCustomer ServiceField Service
SalesCustomer ServiceField Service11 out of 60
Beyondsoft Power BI: 4-Day Proof of ConceptBeyondsoft ConsultingHarness the power of Microsoft Power BI for your business
+1
Applicable to:Power BI apps
Power BI apps12 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:Business Central
Business Central13 out of 60
Microsoft 365 Copilot Readiness AssessmentPresidioReview data protection, preparation, and governance with a Microsoft Copilot readiness assessment from Presidio.
+3
Applicable to:Cloud Security
Information Protection & Governance
Teamwork Deployment
Cloud SecurityInformation Protection & GovernanceTeamwork Deployment14 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidioAlign goals and measure success with a Copilot Adoption Accelerator from Presidio.
+1
Applicable to:
Adoption & Change Management
Adoption & Change Management15 out of 60
KK Teams Design and Planning WorkshopKraft KennedyDesign and planning workshop for Microsoft Teams collaboration software
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft TeamsTeamwork Deployment
Meeting Rooms for Microsoft TeamsMeetings for Microsoft TeamsTeamwork Deployment16 out of 60
PowerApps:8hr Workshop-Managed ServiceTechnomaX Systems DWC LLCA free 8-hour workshop to show the value of PowerApps. TechnomaX covers during this session a quick demo app creation as needed by your organization.
+1
Applicable to:
Power Apps
Power Apps17 out of 60
Microsoft Copilot Studio: AI Business StrategyAlfa Connections Pte LtdAn end-to-end solution designed to help organizations harness the transformative potential of artificial intelligence.
+1
Applicable to:
Power Virtual Agents
Power Virtual Agents18 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
+3
Applicable to:
MarketingSalesCustomer Service
MarketingSalesCustomer Service19 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BIOptimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
+3
Applicable to:Power BI apps
Power AutomatePower Apps
Power BI appsPower AutomatePower Apps20 out of 60
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion ExperienceRavanty Tech Consulting, Inc.Hands-on, interactive exploration of Copilot’s vast capabilities
+1
Applicable to:Adoption & Change Management
Adoption & Change Management21 out of 60
Migrate Shared Data to Sharepoint:1-Day AssessmentMICROBYTE SOLUTIONS LTDAccess your shared files from anywhere on any device without the hassle of a VPN
+1
Applicable to:Teamwork Deployment
Teamwork DeploymentMicrosoft Copilot Studio: Proof of ConceptAlfa Connections Pte LtdAccelerate AI Innovation with Microsoft Copilot Studio: Proof of Concept
+1
Applicable to:Power Virtual Agents
Power Virtual Agents23 out of 60
Power BI Governance: 1-Day WorkshopSlalom ConsultingThis workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
+1
Applicable to:Power BI apps
Power BI apps24 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
+1
Applicable to:Power BI apps
Power BI apps25 out of 60
Collab Now: 4-Wk ImplementationLong View SystemsCollab Now (Microsoft 365) supports worker productivity by delivering and managing a unified and integrated collaboration platform
+3
Applicable to:
Calling for Microsoft TeamsIdentity & Access ManagementTeamwork Deployment
Calling for Microsoft TeamsIdentity & Access ManagementTeamwork Deployment26 out of 60
Network and Microsoft 365 Readiness Consultancy for Microsoft Teams Rooms - 1WK AssessmentKinlyHelping to get your Network and Microsoft 365 Environment in place for a flawless Microsoft Teams Room implementation & Integration
+2
Applicable to:Meeting Rooms for Microsoft TeamsMeetings for Microsoft Teams
Meeting Rooms for Microsoft TeamsMeetings for Microsoft Teams27 out of 60
Microsoft Teams Meeting Room - Service AAlfa Connections Pte LtdImplementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
+1
Applicable to:Meeting Rooms for Microsoft Teams
Meeting Rooms for Microsoft Teams28 out of 60
Microsoft 365 Modern Work Copilot Readiness AssessmentEze Castle IntegrationWith the assistance of our certified experts, ECI can help firms gauge their current readiness as they look to adapt Copilot
+3
Applicable to:Adoption & Change Management
Knowledge & InsightsTeamwork Deployment
Adoption & Change ManagementKnowledge & InsightsTeamwork Deployment29 out of 60
Dynamics 365 Extensions: 10-Wk ImplementationMTCDynamics 365 Portal Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
+3
Applicable to:SalesCustomer ServiceProject Service Automation
SalesCustomer ServiceProject Service Automation30 out of 60
Hybrid Work Collaboration Consultancy: 9-Weeks AssessmentKinlyTranslate Business Challenges into the best suitable hybrid work collaboration and meeting solutions based on Microsoft Teams Rooms
+1
Applicable to:Meetings for Microsoft Teams
Meetings for Microsoft Teams31 out of 60
Power Apps and Automate: 10-Day ImplementationXRM VisionFor the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
+2
Applicable to:Power AutomatePower Apps
Power AutomatePower Apps32 out of 60
Viva Insights Accelerator: 3-Wk ImplementationI-COMM AUSTRALIA PTY. LTD.IComm's Insights Accelerator is the perfect solution to understand the metrics and focus areas in Viva Insights to grow and maintain your team's wellness & control digital burnout.
+3
Applicable to:Adoption & Change Management
Frontline WorkersKnowledge & Insights
Adoption & Change ManagementFrontline WorkersKnowledge & Insights33 out of 60
IT Operations Dashboard: 10-Day ImplementationiLink Systems, Inc.An in-depth engagement leading to an implementation of an IT Operations Dashboard.
+1
Applicable to:Power BI apps
Power BI apps34 out of 60
KOR BankIQ: AI Assisted Retail Banking with Microsoft FabricKorcomptenz IncDrive customer retention, optimize branch performance, and empower decision-makers with AI-powered insights
+2
Applicable to:
FinancePower BI apps
FinancePower BI apps35 out of 60
AI & Machine Learning Models for Cash Conversion OptimizationFresh BIOptimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
+3
Applicable to:Power BI appsPower AutomatePower Apps
Power BI appsPower AutomatePower Apps36 out of 60
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
+1
Applicable to:Power BI apps
Power BI apps37 out of 60
Microsoft Intune: 4-Wk Implementation ServicesTechNet UC LLCBaseline Microsoft Intune Design and Deployment Services - Comprehensive
+3
Applicable to:Device Deployment & ManagementIdentity & Access Management
Mobile Device Management
Device Deployment & ManagementIdentity & Access ManagementMobile Device Management38 out of 60
Deploy your Copilot for Service for Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeksBizappBoost business productivity by embedding advanced AI for Services capabilities into Dynamics 365 | Salesforce | ServiceNow | Zendesk in 4 weeks applications within 4 weeks.
+3
Applicable to:Customer ServiceField ServiceProject Service Automation
Customer ServiceField ServiceProject Service Automation39 out of 60
Dynamics 365 Business Central: 3-Wk ImplementationOmni Logic SolutionsThree-week Implementation and Support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:Business Central
Business Central40 out of 60
ESG Analytics DashboardUB Technology Innovations, Inc.ESG Analytics dashboard effectively tracks and monitors investment performance by incorporating Environmental, Social, and Governance (ESG) factors to market risk and make informed investment decision
+2
Applicable to:Power BI appsPower Automate
Power BI appsPower Automate41 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology SolutionsMigrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
+1
Applicable to:Business Central
Business Central42 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.In one hour, we can determine if Dynamics 365 Business Central is right for you.
+1
Applicable to:Business Central
Business Central43 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology SolutionsLearn if Microsoft Dynamics 365 Business Central is right for your business.
+1
Applicable to:Business Central
Business Central44 out of 60
Dynamics Business Central 2: 5-Day ImplementationOmni Logic SolutionsFive-day Implementation and support for Microsoft Dynamics 365 Business Central.
+1
Applicable to:Business Central
Business Central45 out of 60
Modernize Business ApplicationsConcurrency, Inc.Transform legacy business systems with scalable, cloud-native apps built on Azure and Microsoft’s modern development framework.
+3
Applicable to:Power AutomatePower Virtual AgentsPower Apps
Power AutomatePower Virtual AgentsPower Apps46 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLCThe goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
+1
Applicable to:Threat Protection
Threat Protection47 out of 60
Power Platform Bootcamp: 4-Day WorkshopConfluentA comprehensive engagement including deep-dive training, hands-on experience, and a Proof of Concept.
+1
Applicable to:Power Apps
Power Apps48 out of 60
Get RPA Right with Intelligent Automation: Assessment and Proof of ConceptCongruentX LLCMigrate existing processes over to Power Automate/Power Automate Desktop or Leverage the Power of Microsoft to streamline processes for better efficiencies and effectiveness in as little as 4 weeks
+3
Applicable to:Power AutomatePower Virtual AgentsPower Apps
Power AutomatePower Virtual AgentsPower Apps49 out of 60
Power BI Foundation: 8-Day Assessment by BiTQAdvanced Data and AI CompanyWe aim to help your business, maximise the value of your data, using our expertise in Power BI
+1
Applicable to:Power BI apps
Power BI apps50 out of 60
Intelligent Automation: 4-Wk Proof of ConceptGenpact LLCTransform your business operations, in driving digital transformations, and reimagine your business processes
+2
Applicable to:Power AutomatePower Apps
Power AutomatePower Apps51 out of 60
Implementation of Microsoft Purview QuickStartPresidioEnhance security posture, data protection, and governance with Microsoft Purview QuickStart: implementation by Presidio offering.
+3
Applicable to:
Compliance Advisory ServicesIdentity & Access ManagementInformation Protection & Governance
Compliance Advisory ServicesIdentity & Access ManagementInformation Protection & Governance52 out of 60
CX Vision with 365 Mrkt.: 4 hours Workshopdiva-e NEXT GmbHDiva-e NEXT GmbH supports you to capture the vision for providing action and data driven experience.
+1
Applicable to:Marketing
Marketing53 out of 60
Sales Process Review: 2-Day AssessmentLBMC Technology SolutionsA review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
+1
Applicable to:Sales
Sales54 out of 60
LG CNS Copilot Agent Design & Delivery ServiceLG CNS Co., Ltd.A full-cycle service that covers tailored design and seamless delivery of Copilot Studio agents.
+3
Applicable to:Power AutomatePower Virtual AgentsPower Apps
Power AutomatePower Virtual AgentsPower Apps55 out of 60
Dynamics 365 Bing Mapping App: 1-Hr AssessmentInfoGrow CorporationDevelop a mapping solution for Dynamics 365 using Bing Maps
+3
Applicable to:SalesCustomer ServiceField Service
SalesCustomer ServiceField Service56 out of 60
Dynamics 365 App Development: 1-Hr AssessmentInfoGrow CorporationMake Dynamics 365 more effective for your organization with InfoGrow’s Custom Application Development
+3
Applicable to:SalesCustomer ServiceProject Service Automation
SalesCustomer ServiceProject Service Automation57 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro LtdUnderstand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
+3
Applicable to:SalesCustomer ServiceProject Service Automation
SalesCustomer ServiceProject Service Automation58 out of 60
Digital CX Consulting: 2 month Assessmentdiva-e NEXT GmbHWith our consulting approach we create the strategic and conceptual basis to make your customer experience management as a key differentiator that puts you on top of your competition.
+1
Applicable to:Marketing
Marketing59 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluentThis onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
+1
Applicable to:Power Apps
Power Apps60 out of 60