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Consulting services results for Financial Services
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Microsoft 365 Copilot Readiness AssessmentApplied Information SciencesPrepare your organization to securely adopt Copilot for Microsoft 365 with support and guidance on governance, security, compliance, OCM, systems integration, and use case selection.
+1
Applicable to:
Adoption & Change Management
1 out of 60
Power BI Directional: 3-Day AssessmentenVista Enterprise Solutions, LLC (EES) - MBSA directional assessment to learn how to use Business Intelligence to deliver actionable insights for your business.
+1
Applicable to:
Power BI apps
2 out of 60
Advanced Power BI Jump Start w/ Training: 3-Wk POCCovenant Technology PartnersMove beyond Excel. Quickly turn your data into actionable insights with a 3 week Power BI POC and training with a follow-up health check.
+1
Applicable to:
Power BI apps
3 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactoryBestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
4 out of 60
Microsoft 365: 3 Week Solution AssessmentFirst National Technology Solutions, Inc.Partner with FNTS to conduct a 3 week workplace modernization solution assessment to build a TOC analysis & evaluate current purchasing structure to make recommendations for adoption of Microsoft 365.
+3
Applicable to:
Cloud Security
Meetings for Microsoft Teams
Teamwork Deployment
5 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week AssessmentCoretek ServicesEvaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Knowledge & Insights
6 out of 60
Dashboard-as-a-Service: 5-Day Implementation Using Power BITecknoworksBegin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
+1
Applicable to:
Power BI apps
7 out of 60
Test Maturity 4Dynamics: 10-Day AssessmentTesthouse LtdA 10-day engagement focusing on Test Maturity, evaluating test culture, practices, and processes highlighting key risks (long and short term) and recommended improvements (strategic and tactical).
+1
Applicable to:
Finance
8 out of 60
Copilot for Microsoft 365: 6-Weeks ImplementationReliance Infosystems Inc.Unlock the full potential of your organization and transform your business with Copilot for Microsoft 365.
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
9 out of 60
Kaizala Scalable Incidents: 3-Wk ImplementationBest ProjectsAn integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
+2
Applicable to:
Sales
Customer Service
10 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr AssessmentMetaOption LLCAre you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
+1
Applicable to:
Business Central
11 out of 60
Dynamics 365 AX Dist/Trade: 5-Day WorkshopDynamics EdgeThis onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.
+1
Applicable to:
Finance
12 out of 60
Dynamics 365 Setup and Demo: 3-Hr Proof of Concepttrue org cloudImplement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
+1
Applicable to:
Business Central
13 out of 60
Migrate Microsoft Dynamics GP to Dynamics 365 Business Central 2 Hours AssessmentEvincible SolutionsLet’s get connected with the experts of Evincible Solutions for 2 Hours discussion about moving from Microsoft Dynamics GP to Dynamics 365 Business Central.
+1
Applicable to:
Business Central
14 out of 60
Firstsource Low Code Solutions – 4 to 6 weeks ImplementationFIRSTSOURCE SOLUTIONS LIMITEDIf you are running various processes on excel sheets, you can rapidly kick-off to deployment of custom low-code apps in 4 weeks. We will help you go digital using Power Apps Solutions.
+1
Applicable to:
Power Apps
15 out of 60
Dynamics 365 CE Sales: 10-Wk ImplementationWipfli LLPWipfli Dynamics 365 Customer Engagement Implementation Sales Enablement
+1
Applicable to:
Sales
16 out of 60
Management Services: 3-month AssessmentQuisitiveQuisitive Management Services is a range of expert-led cloud subscription services to monitor, remediate and deliver strategic recommendations to optimize your environment across Microsoft platforms.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
17 out of 60
Microsoft 365 License AuditLouisville Geek LLCThe goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Mobile Device Management
18 out of 60
Innovate with Low Code AI, AI Agents, and BDOBDOMigrate and modernize your estate by transforming workloads and workflows with intelligent automation and low code Power Platform solutions
+2
Applicable to:
Power Automate
Power Apps
19 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentSIROCo LLCA free in-depth assessment of your business to determine if Dynamics 365 Business Central is a good fit for your organization.
+1
Applicable to:
Business Central
20 out of 60
KK_Exchange_Migration Consulting ServicesKraft KennedyMoving to Exchange Online significantly extends the use of Microsoft 365 by modernizing communication infrastructure, enhancing security, and unlocking integrated productivity features.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Device Deployment & Management
21 out of 60
D365 BC: 1-Hr Proof of ConceptSIROCo LLCFor organizations that are evaluating a transition to D365 BC, our assessment and proof of concept session is a great value add in your decision process.
+1
Applicable to:
Business Central
22 out of 60
Microsoft 365 Security Program - 10 WeeksTrace3This engagement’s primary objective is to develop and rationalize Client's Security use cases and construct a roadmap around the adoption of the Microsoft 365 Security and Mobility Suite.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
23 out of 60
Financial Services Viva Listening - 3 day WorkshopPoint BDiscover how Microsoft Viva, will enable your managers to listen granularly, experiment, and measure immediate impacts to design a work effectiveness during each cycle of their business calendar.
+3
Applicable to:
Knowledge & Insights
Power Platform for Teams
Workplace Analytics
24 out of 60
Dealer Management System 2-Day AssessmentETG GlobalDealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
+1
Applicable to:
Finance
25 out of 60
Illuminate Your Data in 6 Weeks with Power BIWAi TechnologiesTo help illuminate data with Power BI in 6 weeks targeted to small and large enterprise organizations for any application that requires insights through reports and dashboards.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
26 out of 60
CCaaS AssessmentHitachi SolutionsThis assessment includes a strategic goals document, epics/features backlog, and a blueprint presentation with high-level design and roadmap aligned to business objectives.
+1
Applicable to:
Customer Service
27 out of 60
DevOps4Dynamics 365 Maturity: 3-Day AssessmentTesthouse LtdAssess your IT organisation’s DevOps maturity and generate an improvement roadmap to ensure you can effectively manage the Application Lifecycle of your Enterprise software investment.
+1
Applicable to:
Finance
28 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation PlanEvincible SolutionsMicrosoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
+1
Applicable to:
Business Central
29 out of 60
AI-Enhanced Workflow Automation With Power AutomateWAi TechnologiesTo streamline your business processes with our Power Automate Workflow Automation & AI Integration services
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
30 out of 60
Virteva Microsoft 365 Copilot Expeditionary PackageVirteva LLCVirteva's Microsoft 365 Copilot Expeditionary Package is a multi-stage product designed to help your organization learn about, prepare for, pilot, and fully roll out Microsoft 365 Copilot
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
31 out of 60
Dynamics 365 Fin&Ops Development: 10-Day WorkshopQuick ERP Co., Ltd.A 10-day in-depth training course on developing application extensions in Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
32 out of 60
Create a Power App: 1-day WorkshopTech Mahindra LimitedTech Mahindra provides a free one-day workshop to learn PowerApps with hands-on labs and content to create an App needed for your organization.
+1
Applicable to:
Power Apps
33 out of 60
Build Custom Application with Power App and Power Automate: One-Months ImplementationPROLIFICS CORPORATION PRIVATE LIMITEDThis offering is for clients who need to automate small business operations without the need to handle hardware, infrastructure and other “plumbing” related work.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
34 out of 60
Get your Viva Pilot in 2 Weeks!Maureen Data SystemsGet your Viva Two Modules Pilot Ready in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
35 out of 60
Migrate InfoPath to Power Apps: 1-Hr AssessmentInsightPower Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
+1
Applicable to:
Power Apps
36 out of 60
LTIMindtree Customer Onboarding: 4-Weeks ImplementationLTIMindtree LimitedQuick customer onboarding using PowerApps, Power Automate and AI Models .
+2
Applicable to:
Power Automate
Power Apps
37 out of 60
Process Optimization with AI AssessmentArgano LLCUnlock rapid, high-impact process improvements by combining business insight with AI and automation technologies
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
38 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentKnaster Technology GroupIs Microsoft Dynamics 365 Business Central the right solution for your business? Spend two hours with us to compare its capabilities with your unique requirements and challenges.
+1
Applicable to:
Business Central
39 out of 60
Avaya to Teams Phone System: 1-Wk AssessmentAltigen Communications, Inc.Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
+1
Applicable to:
Calling for Microsoft Teams
40 out of 60
KK_Copilot Readiness offerKraft KennedyDesign and planning session to discuss the firm’s needs and goals related to the implementation of Microsoft Copilot for Microsoft 365.
+1
Applicable to:
Adoption & Change Management
41 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of ConceptCanvizAutomate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
+1
Applicable to:
Power Apps
42 out of 60
Microsoft Defender for Endpoint Professional Services: 1-Wk ImplementationOptiv Security Inc.Provide comprehensive, powerful protection at your organization's endpoints from Optiv utilizing the Microsoft Defender for Endpoint solution.
+3
Applicable to:
Information Protection & Governance
Knowledge & Insights
Threat Protection
43 out of 60
MDR WorkshopGrant Thornton LLPMaximize Your Security Posture with Grant Thornton's MDR Program Assessment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
44 out of 60
Power BI Advanced Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBSCustomized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
+1
Applicable to:
Power BI apps
45 out of 60
Business Central Base Finance: 2-Wk ImplementationeBECS ltdFull Financials Implementation of Microsoft Dynamics Business Central from award-winning Microsoft Partner.
+1
Applicable to:
Business Central
46 out of 60
Dynamics GP to Business Central: 2-Hr AssessmentBoyer & AssociatesDiscover how to transition your Microsoft Dynamics GP investment to the cloud by taking advantage of discount pricing for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
47 out of 60
Financials Rapid Deployment: 12-Wk ImplementationAxtegrity ConsultingAxtegrity offers Rapid Deployment of Core Financials solution for Finance & Operations customers at a fixed cost of $119,000.00. The project duration is estimated at 12 weeks after project start.
+1
Applicable to:
Finance
48 out of 60
Business Central Financials: 1-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will assess your readiness of Financials in Dynamics 365 Business Central interview you and show an example of a Chart of Accounts, Dimensions, Bank Accounts, and Financials.
+1
Applicable to:
Business Central
49 out of 60
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business CentralCalsoft SystemsCloudShift QB was built to assist businesses in migrating from Quickbooks to Dynamics 365 Business Central Cloud. CloudShift QB is migrating to the cloud made easy.
+1
Applicable to:
Business Central
50 out of 60
Discover Your Data: 3-Day AssessmentAdvaiya Solutions Inc.A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
+1
Applicable to:
Power BI apps
51 out of 60
Business applications systems: 10-Day AssessmentABM Technology Group*A 7 to 10-day deep dive with system design and solution architect experts to establish an implementation plan for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
52 out of 60
Hybrid Meetings and Rooms WorkshopCovenant Technology PartnersHybrid Meetings and Rooms 8-hour Workshop: Define your business priorities and scenarios that drive hybrid meetings.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
53 out of 60
Cash Conversion Cycle - Business Intelligence Consulting for Smarter Decisions and Faster GrowthFresh BITurn complexity into clarity with tailored BI solutions that align with your goals, drive faster decisions, and empower your team to grow with confidence.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
54 out of 60
Power BI Focused: 5-Day AssessmentenVista Enterprise Solutions, LLC (EES) - MBSGuided assessment to understand how to leverage Microsoft's Business Intelligence tools to deliver actionable insights for your business.
+1
Applicable to:
Power BI apps
55 out of 60
Endpoint Manager for Desktops - Financial Services: 3-Months Proof of ConceptProtected TrustIncrease productivity, reduce administrative costs, enhance security profiles and meet compliance requirements
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
56 out of 60
Transform your Business with Power Apps and Customization in 6 WeeksWAi TechnologiesTo help transform businesses with Power Apps and Power BI Insights targeting enterprises that are invested in Microsoft and looking for modernization using Low code No code platforms.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
57 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLPAn engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
+1
Applicable to:
Sales
58 out of 60
Deployment of Copilot for Microsoft 365Windows Management Experts, Inc.Enhance the productivity of Microsoft 365 with our premium Deployment service for Copilot for Microsoft 365.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
59 out of 60
Securing Identities WorkshopSynergy Technical, LLCThe foundation of cybersecurity is to quickly and accurately identify authorized users and give them proper access to the information and tools they need to do their job.
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
60 out of 60