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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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Microsoft 365 Security Assessment up to 6 weeks
ACTS
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
ACTS performs a Microsoft 365 security & compliance assessment delivering insights & recommendations to secure your modern workplace environment while supporting your security & initiatives.
1 out of 60
Power Apps Sherpa: 3-Wk Implementation
JourneyTEAM
+2
Applicable to:
Power Automate
Power Apps
Deploy Power Apps with a lower implementation cost with JourneyTEAM’s exclusive Sherpa
2 out of 60
Power Platform - 4 Week Assessment
Protiviti
+2
Applicable to:
Power Automate
Power Apps
Identify potential gaps and optimize your Power Platform's scalability, security and supportability across the enterprise
3 out of 60
CRM Performance Analysis: 10-Day Assessment
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
4 out of 60
Viva Goals Launch:12-Wk Implementation
Engage Squared
+2
Applicable to:
Adoption & Change Management
Frontline Workers
The Viva Goals launch engagement is designed to support organisations who want to launch Viva Goals into their organisation and create a purpose-driven culture.
5 out of 60
Microsoft 365 Security: 4-hour Assessment
Quisitive
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
The Microsoft 365 Security Assessment provides an in-depth assessment of your organization's security environment, guidance on overlapping tools, and a roadmap to remediation.
6 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, Alignment
NewTech
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
This engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
7 out of 60
Dynamics 365 BC Premium: 5-Day Assessment
Sikich, LLP.
+1
Applicable to:
Business Central
An in-depth engagement to demonstrate how Microsoft Dynamics 365 Business Central can help you increase revenue, reduce costs, and meet strategic goals.
8 out of 60
Sage 100 to Business Central: 2-Hr Assessment
Integrated Computer Systems Support
+1
Applicable to:
Business Central
Sage 100 users who want to learn about the new Microsoft Dynamics 365 Business Central offering and the transition process to move from Sage 100, this assessment is perfect for you.
9 out of 60
Power Platform Hands-On: 2-Day Workshop
Confluent
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
10 out of 60
Power Apps & Your Business: 3-Day Proof of Concept
XRM Vision
+1
Applicable to:
Power Apps
Starting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
11 out of 60
Microsoft 365 Administration: 1Week Implementation
OPAL BUSINESS SOLUTIONS LLC
+1
Applicable to:
Workplace Analytics
Opal Business Solutions can administer, implement, and support Microsoft 365 for your entire company.
12 out of 60
Power BI Performance Review - 2 Week assessment
Protiviti
+1
Applicable to:
Power BI apps
Providing a Power BI Assessment and Recommended Areas of Improvement for Performance Enhancement
13 out of 60
Microsoft Dynamics NAV to Dynamics 365 Business Central: 1-Hr Assessment
WebSan Solutions Inc.
+1
Applicable to:
Business Central
This service is ideal for customers who currently use Dynamics NAV but perhaps feel that it’s too expensive or are looking for a SaaS solution.
14 out of 60
Business Central Distribution: 8-Wk Implementation
WebSan Solutions Inc.
+1
Applicable to:
Business Central
Our service is ideal for customers that require Dynamics 365 Business Central’s core financial and distribution modules.
15 out of 60
Dynamics 365 Fixed Asst/Hist: 3-Day Implementation
Intellitec Solutions LLC
+1
Applicable to:
Business Central
Assistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, This will have you up and running fast with a year of historical data.
16 out of 60
Defend, Protect, Secure with Microsoft Defender XDR
Comtrade System Integration
+2
Applicable to:
Cloud Security
Threat Protection
Take the security of your environment to the next level by implementing a unified security platform that provides visibility, investigation, and response across the cyberattack chain.
17 out of 60
Viva Connections Go-Fast 5-week Implementation
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Viva Connections Go-Fast is designed for organisations who already have a modern SharePoint Online intranet and want to implement Viva Connections.
18 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.
19 out of 60
Red Canary Defend Against Threats Siem Plus XDR Workshop
Red Canary
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Gain visibility into immediate threats across email, identity, and data, plus clarity and support on how to upgrade your security posture with a strategic plan customized for your organization.
20 out of 60
Aseguramiento de ciberseguridad: taller 4 semanas
Sofistic Colombia SAS
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Consultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
21 out of 60
Dynamics 365 Migration: 2-Wk Assessment
Celenia
+1
Applicable to:
Finance
A 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to migrate your Dynamics AX solution to Dynamics 365.
22 out of 60
Excel Migration All Entities: 4-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
This service is about data migration of all entities from Multiple Excel/CSV files to Dynamics 365/CRM and it takes 4 man-days effort.
23 out of 60
Enhancing Productivity with Microsoft 365 Copilot
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Workplace Analytics
Our packaged Copilot services is designed to help clients enhance the way they work effectively, efficiently and with ease, leveraging Microsoft 365 Copilot - Microsoft's AI powered Assistant
24 out of 60
Teams Direct Routing Pilot: 8 Week Implementation
World Wide Technology
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
This offering provides small pilot deployments for customers who want to evaluate the service, prior to implementing large multi-site global rollouts.
25 out of 60
MCI Transition to Cloud: 2-Day Workshop
CB5 Solutions
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Meetings for Microsoft Teams
The Cloud Transition workshop helps customers envision agile work scenarios and how to enable the organization to be productive and transition to the cloud with Microsoft 365
26 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.
27 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.
28 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.
29 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.
30 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.
31 out of 60
Power Platform Development Studio: 4-Wk Implementation
Spyglass MTG, LLC
+1
Applicable to:
Power Apps
Spyglass provides a model in which Power Apps, Power Automate, and Power BI solutions can be submitted for development with quick and efficient turn around times.
32 out of 60
Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks Assessment
LTIMindtree Limited
+1
Applicable to:
Knowledge & Insights
Discover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
33 out of 60
Microsoft 365 Security Program - 10 Weeks
Trace3
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
This 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.
34 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.
35 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.
36 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.
37 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.
38 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.
39 out of 60
Stockloud: 2-wks Assesment
C-ven Technologies
+1
Applicable to:
Power Apps
Helping brokers to automate their account opening process and customer lifecycle
40 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.
41 out of 60
Managed Extended Detection & Response for Workplace - Implementation
DXC
+1
Applicable to:
Threat Protection
Secure your business with Managed XDR for Workplace
42 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.
43 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.
44 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
45 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
46 out of 60
ADFS to Microsoft Entra ID Migration: 4-Wk Implementation
Performanta
+1
Applicable to:
Identity & Access Management
Undertake a seamless ADFS to Microsoft Entra ID app migration, improving security, offering up new features, and getting your organisation back on track.
47 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.
48 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.
49 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.
50 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.
51 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.
52 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.
53 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.
54 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.
55 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.
56 out of 60
CIS Config and Security: 2-Week Assessment
BBH Solutions
This assessment includes a Systems Information Technology Assessment of your Microsoft 365 environment, and measures it against CIS benchmark guidelines.
57 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
58 out of 60
Introducing Copilot for Microsoft 365: 1-hour Workshop
The Cloud Factory EMEA Ltd.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Explore the potential of Copilot for Microsoft 365 in a 1-hour exclusive session by The Cloud Factory, designed for senior executives. Gain insights for effective deployment & digital transformation.
59 out of 60
Advanced eDiscovery : 10-Wks Implementation
Wipro Ltd
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Wipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
60 out of 60
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