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Financial Services
Become a trusted partner to your customers and differentiate your financial institution from competitors. Explore financial services offerings that help you create new value with innovative technology.
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Consulting services results for Financial Services
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CoE Power Platform : 1 Day assessment
Minsait
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform Center Of Excellence.
1 out of 60
Wragby BT - Catalyst: 2-weeks Envision Workshop
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Supply Chain Management
Finance
Business Central
Wragby Business Transformation Workshop leverages the Microsoft Catalyst framework to transform businesses using business process automation applications. The workshop is delivered in 2 weeks.
2 out of 60
Data Automation: 1-Wk Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Analysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
3 out of 60
HPT Digital Workplace Adoption_4weeks
HPT Vietnam Corporation
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
The application of standard processes and tools for leading the people side of change
4 out of 60
Bulletproof 365 Compliance: Managed Information Protection Service
Bulletproof Solutions Inc.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
We can help organizations understand their risks, define the strategy and path to mitigating these risks and provide the expertise to efficiently monitor and respond when internal and external threats
5 out of 60
Improve Data Insight with Viva and Syntex: 4-Week Implementation
Spyglass MTG, LLC
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
This offer provides a data driven team with the ability to easily search information stored on the intranet.
6 out of 60
Hybrid Meetings and Meeting Rooms Workshop
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Helps organizations migrate to Teams for online meetings and optimize Meeting Rooms for Teams
7 out of 60
Viva Insight Employee Experience: 2-WK Implementation
PC SOLUTIONS PRIVATE LIMITED
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Viva Insights is part of Microsoft Viva. PC Solution will help the organization to create/enable a platform that will help employees to connect, focus, learn and thrive at work.
8 out of 60
DevOps4Dynamics 365 Maturity: 3-Day Assessment
Testhouse Ltd
+1
Applicable to:
Finance
Assess 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.
9 out of 60
Windows 365 Cloud PC: 4-Wk Proof of Concept
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Identity & Access Management
Discover how Signal Alliance Consulting helps you get started with Windows 365, the worlds first cloud PC that helps you access your data from anywhere, anytime from any device.
10 out of 60
Symity Microsoft 365 Adoption & Training Services
SYMITY, part of Charterhouse Voice & Data Ltd
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Maximise your investment in Microsoft 365 by taking your employees on a journey of effective training and discover how to be more productive.
11 out of 60
Dynamics SL to Business Central: 2-Hr Assessment
Boyer & Associates
+1
Applicable to:
Business Central
Discover how to transition your Microsoft Dynamics SL investment to the cloud by taking advantage of discount pricing for Dynamics 365 Business Central.
12 out of 60
Optimización de procesos con Power Apps: Prueba de concepto - 1 semana.
CONSULTORIAS EN INFORMATICA CONGROUP SPA
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Optimice sus procesos usando Power Apps. Revise y ejecute junto a expertos una prueba de concepto basada en sus necesidades.
13 out of 60
EXP_Viva_Goals: 5-Wk Proof of Concept
MindWorks
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Viva Goals Consulting Services
14 out of 60
Get your Viva Pilot in 2 Weeks!
Maureen Data Systems
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Get your Viva Two Modules Pilot Ready in 2 Weeks with MDS Envisioning / Readiness sessions.
15 out of 60
Microsoft Teams Apps & Solutions: 2-Day Workshop
Engage Squared
+3
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Teamwork Deployment
With the Teams Apps and Solutions Workshop, Engage Squared will work with you to identify ways to improve workplace productivity and meet your business goals, leveraging the Microsoft Teams platform.
16 out of 60
Microsoft 365 Migrate as a Service: 1-Mth Implementation
Platinum Technology Managed Services Pty Ltd
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Workplace Analytics
Our consulting services assist clients with the migration of their email, collaboration and file storage infrastructure into the Microsoft 365 Platform
17 out of 60
Active Directory Security on Demand
Comtrade System Integration
+3
Applicable to:
Identity & Access Management
Insider Risk
Threat Protection
Discover hidden vulnerabilities and perform detailed analysis of Active Directory security posture using Comtrade AD Security on demand - ADSOD service.
18 out of 60
Implementación de Microsoft Dynamics 365 Finance & Supply Chain / Business Central: Taller 1 semana.
CONSULTORIAS EN INFORMATICA CONGROUP SPA
+3
Applicable to:
Supply Chain Management
Finance
Business Central
Demostraciones Microsoft Dynamics 365 personalizadas a la realidad de sus procesos de negocio. Vivencie la adaptabilidad de nuestras soluciones a sus necesidades.
19 out of 60
Microsoft 365 Assessments Deployment: 2-Week Imp.
iCorps Technologies, Inc
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
iCorps Microsoft 365 Readiness Assessment allows our experts to analyze your current services and platforms and map them to the Microsoft 365 stack of services.
20 out of 60
Dynamics 365 Word Template Design: 4-Hr Workshop
mscrm-addons.com ( PTM EDV Systeme )
+3
Applicable to:
Sales
Customer Service
Field Service
Our solution will help you design and create Word templates for Dynamics 365.
21 out of 60
CRM in Banking: 1- Day Briefing by Cluster Reply
Reply
+3
Applicable to:
Marketing
Sales
Customer Service
A 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
22 out of 60
Bankloud: 4-wks Assesment
C-ven Technologies
+1
Applicable to:
Power Apps
Helping banking industry to define their customers' sales life cycle automation
23 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week Implementation
Options Technology Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
Speak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
24 out of 60
SMART Corporate Portal: 2-wk Implementation
SMART business LLC
+3
Applicable to:
Knowledge & Insights
Teams Custom Solutions
Teamwork Deployment
We provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
25 out of 60
DLP Implementation and Tuning Services
INFOTECHTION
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
Reduce alert volume by 70% and achieve greater granularity in DLP alert to prioritise key risks.
26 out of 60
Microsoft 365 migration report: 5-Days Assessment
mscloud sp z o.o.
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Teamwork Deployment
Get ready to use Microsoft 365. Thanks to the report prepared by our specialists, you will significantly reduce the time and costs of switching to Microsoft 365.
27 out of 60
Tableau to Power BI Migration: 3 Week Proof of Concept
Nous Infosystems Inc.
+1
Applicable to:
Power BI apps
Accelerate Tableau to Power BI migration at optimized costs with Nous.
28 out of 60
Power Apps: 6-Week Workshop
SoftServe Inc.
+1
Applicable to:
Power Apps
A 36-hour workshop where you will improve your application development skills with Power Apps.
29 out of 60
Endpoint Management Service: 3-hours Workshop
PEAKUP
+3
Applicable to:
Device Deployment & Management
Information Protection & Governance
Mobile Device Management
Enterprise Mobility Workshop showcase value of secure remote work capabilties including device management, security and compliance standards.
30 out of 60
Solution Assessment for Security: 30 Day
Concurrency, Inc.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
An assessment to evaluate security posture, identify potential vulnerabilities and risks, and provide mitigation recommendations.
31 out of 60
Managed Extended Detection & Response for Workplace - Implementation
DXC
+1
Applicable to:
Threat Protection
Secure your business with Managed XDR for Workplace
32 out of 60
Power Platform Envisioning/Solution:3-WkAssessment
Spyglass MTG, LLC
+1
Applicable to:
Power Apps
Spyglass' Power Platform Envisioning and Solution Assessment allows customers to correctly roll out the Power Platform in an organized and secure way.
33 out of 60
Microsoft Teams QuickStart: 2-week Implementation
Practical Solutions, Inc
Our Teams QuickStart offers a straightforward and quick way to start your document management, collaboration, and company communications journey in the Microsoft cloud.
34 out of 60
Manage Financial Risk - 4 hour Workshop
saglobal
+1
Applicable to:
Finance
Dynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
35 out of 60
Viva Insights: 5 weeks Implementation
TCS - Digital Workplace
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Enhancing employee productivity with Viva Insights / Workplace Analytics
36 out of 60
Migrate InfoPath to Power Apps: 1-Hr Assessment
Insight
+1
Applicable to:
Power Apps
Power 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.
37 out of 60
Dynamics 365 Field Service: 5-Day Workshop
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Learn how to leverage the potential of Dynamics 365 Field Service for improving your business revenue, resource utilization and cases resolution through this 5-day interactive workshop.
38 out of 60
Build Custom Application with Power App and Power Automate: One-Months Implementation
PROLIFICS CORPORATION PRIVATE LIMITED
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This offering is for clients who need to automate small business operations without the need to handle hardware, infrastructure and other “plumbing” related work.
39 out of 60
Viva Topics Employee Experience Engagement: 1Month Proof of Concept
Celebal Technologies Private Limited
+1
Applicable to:
Knowledge & Insights
Put Knowledge to work with Microsoft Viva Topics - harness the collective knowledge and expertise within your organization and bring knowledge to users seamlessly.
40 out of 60
Viva Learnings Employee Experience Engagement: 1Month Proof of Concept
Celebal Technologies Private Limited
+1
Applicable to:
Knowledge & Insights
Incorporate learning into the flow of work with Microsoft Viva Learning - helps organizations drive upskilling and growth with a center for Learning in Teams and Microsoft 365.
41 out of 60
Microsoft 365 Migration: 10-Wk Implementation
Neway Technologies
+2
Applicable to:
Cloud Security
Power Platform for Teams
Successfully migrate your Microsoft 365 environment to a managed services model.
42 out of 60
Report and Dashboard Creation: 2-Day Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Accelerate your Microsoft Power BI learning with the comprehensive ‘Dashboard-in-a-Day’ training that is enhanced with an additional day for data visualization and practical exercises on your data.
43 out of 60
Software and Cloud Optimization Service for Modern Work 8 - 10 week Implementation
Crayon US
+2
Applicable to:
Compliance Advisory Services
Knowledge & Insights
Collaborate with our licensing specialists to gain a thorough understanding of your current Microsoft 365 environment, licensing status, and establish your future roadmap.
44 out of 60
Experience the Dynamics 365 Business Central: 1-Hr Assessment
true org cloud
+1
Applicable to:
Business Central
Integrate finance, sales, service, and operations seamlessly using a solution relied upon by more than 30,000 small and medium-sized businesses.
45 out of 60
Dynamics 365 for Sales: 12-Wk CRM Migration
TrimaxSecure
+1
Applicable to:
Sales
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
46 out of 60
Secure Identity Assessment
Managed Solution
+1
Applicable to:
Compliance Advisory Services
Managed Solution to assess the existing Active Directory infrastructure with the goal of developing a roadmap for future identity management and use of additional features within Microsoft365
47 out of 60
Microsoft Viva: 5-days Implementation
ProServeIT
+2
Applicable to:
Frontline Workers
Knowledge & Insights
Our Viva offer makes Microsoft Teams the Hub for communications, knowledge, resources, and insights.
48 out of 60
Dynamics 365 Reports: 1-Day Workshop
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Learn how to rapidly build various dashboards and reports in Dynamics 365.
49 out of 60
Viva Connections Dashboard: 8-Wk Implementation
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Design and implement your Viva Connections Dashboard, including integration, with your specific line of business systems
50 out of 60
Power BI FastStart: 6-Wk Workshop
Marquam Group
+1
Applicable to:
Power BI apps
Marquam has developed the Power BI FastStart program to support organizations that want to leverage their investments in data.
51 out of 60
Success Management and Sustainment Services
Innovative-e Inc.
+2
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Introducing Success Management and Sustainment Services - the ultimate solution to ensure the success and longevity of your business.
52 out of 60
Google to Microsoft 365 Migration: 4 Week Implementation
Mismo Systems Private Limited
+2
Applicable to:
Adoption & Change Management
Teamwork Deployment
Migrate your emails, calendar, G-Drive, Shared Drive, Sites, Vault etc from Google Workspaces to Microsoft 365
53 out of 60
Power BI Developer: 2-day hands-on Workshop
Joyful Craftsmen s.r.o.
+1
Applicable to:
Power BI apps
Advanced Power BI hands-on workshop focused on Data Analysts, Data Scientists and BI Developers
54 out of 60
Information Management: Clean-up, Back-up & Governance 3-month Assessment
Engage Squared
+1
Applicable to:
Knowledge & Insights
The SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
55 out of 60
EPAM Microsoft 365 Security: 4-Week Assessment
EPAM Systems
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
• EPAM's Microsoft 365 Security Assessment uses a combination of various industry best practices and frameworks to understand current security posture, critical gaps and future state of Microsoft 365
56 out of 60
Business Process Review: 2 hour Pre-Assessment
saglobal
+1
Applicable to:
Power Apps
Tailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
57 out of 60
Power BI Dashboard in a Day - 1-Day Workshop
Heartland Business Systems, LLC
+1
Applicable to:
Power BI apps
Hands-on workshop to review the capabilities of Power BI
58 out of 60
Microsoft Viva Employee Experience aboutxtreme
aboutxtreme.com
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Microsoft Viva Employee Experience engagement provides the gateway to the modern employee and tailored learning experience targeted towards the HR and end-users.
59 out of 60
Secure Enclave: 12-Week Implementation
KTL Solutions
+1
Applicable to:
Adoption & Change Management
KTL will configure and implement Office 365, Enterprise Mobility & Security, and Windows 10 Enterprise features in a Virtual Desktop Infrastructure in Azure Government and configure Azure Sentinel.
60 out of 60
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