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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 Dynamics 365 Customer Service: 1 Hour Briefing
Cognizant
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
Customer Service solutions envisioning, deployment and support services based on Dynamics 365 Customer Service.
1 out of 60
Power BI Reporting: 4-week Assessment & PoC
ITMAGINATION
+1
Applicable to:
Power BI apps
Improve your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
2 out of 60
Create a Power App: 1-day Workshop
Tech Mahindra Limited
+1
Applicable to:
Power Apps
Tech Mahindra provides a free one-day workshop to learn PowerApps with hands-on labs and content to create an App needed for your organization.
3 out of 60
Dynamics 365 Finance 10-Wk Implementation
HSO US (AKA)
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
Dynamics 365 Finance & Supply Chain Implementation Services
4 out of 60
Business Central Essentials: 15-Day Implementation
Cynoteck Technology Solutions
+1
Applicable to:
Business Central
Streamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
5 out of 60
Power Platform POC 4 Week Implementation
Argano LLC
+3
Applicable to:
Power Virtual Agents
Power Apps
Power Pages
Modernize applications, drive intelligent automation, ensure governance, and deliver sustainable solutions
6 out of 60
Power Automate : 2 Days assessment
Minsait
+2
Applicable to:
Power Automate
Power Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform projects.
7 out of 60
Microsoft Copilot: Build Intent Workshop: 2-4Wk Workshop
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Discover how Microsoft 365 Copilot can help you harness organisational data and intelligence and augment the skills of your employees to enhance business operations in this workshop
8 out of 60
Prepárate para Microsoft Copilot con ENCAMINA: Assesment 3 semanas
ENCAMINA S.L.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
Obtén un assessment integral: análisis de información, optimización de arquitectura y seguridad, más plan de comunicación y Road Map personalizado
9 out of 60
Contextual Experiences with Viva: 2 Wks Assessment
TCS - Digital Workplace
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Workplace Analytics
Addresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
10 out of 60
Power BI Report Server for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
11 out of 60
Fabric Copilot: 1-day workshop
iLink Systems, Inc.
+1
Applicable to:
Power BI apps
1-day Workshop: Prepare Your Data to Get the Most of Copilots and AI in Microsoft Fabric
12 out of 60
People Experience powered by Microsoft VIVA
Capgemini Group
+1
Applicable to:
Knowledge & Insights
Improve Experience and Engagement, introduce AI-powered workplace with People Experience powered by Viva
13 out of 60
Power BI Infrastructure: 2-Wk Workshop
Marquam Group
+1
Applicable to:
Power BI apps
The initial implementation of Power BI can be quite challenging. Marquam focuses on secure access control, scalable cloud architecture, and best practice configuration.
14 out of 60
DXC Modern Workplace Implementation
DXC
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
With millions working from home globally, DXC Technology helps businesses rapidly deploy, secure and scale remote working solutions. Enable your employees to work, connect and collaborate — with a mor
15 out of 60
DXC Smart Working Spaces - Implementation
DXC
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
DXC provides capabilities to simplify the deployment and management of previously complex Audio-Visual services into a simple, repeatable, and supportable consumption model.
16 out of 60
Dell Technologies Services for Microsoft Teams
Dell Technologies Services
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Dell Technologies Services offers a variety of services for Microsoft Teams including onboarding, adoption & change management, calling and meeting services along with Teams Rooms implementation.
17 out of 60
Optimized SecOps leveraging Microsoft Copilot for Security
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale.
18 out of 60
Avanade Hybrid Windows Endpoint Solutions FY24
Avanade, Inc.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Avanade has developed the next generation of endpoint solutions for the modern workforce, with integrated physical, virtual and hybrid solutions
19 out of 60
Field Service Integration: 9-Wk Implementation
Dynamic Consulting
+2
Applicable to:
Finance
Field Service
Fully customizable Dynamics 365 Finance and Operations integration with Dynamics 365 for Field Service, leveraging the Data Import/Export Framework (DIXF) and Azure-based Logic and Function apps.
20 out of 60
MDS AI + Copilot Technical Advisory Workshop
Maureen Data Systems
+1
Applicable to:
Adoption & Change Management
This Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation, readiness, custom project insights, guidance and technical consultation.
21 out of 60
Frontline Worker Pilot (Medium – Large)
Covenant Technology Partners
+2
Applicable to:
Adoption & Change Management
Frontline Workers
Frontline Worker Proof of Concept for Medium to Large Organizations - 4-week pilot
22 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
Evincible Solutions
+1
Applicable to:
Business Central
Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
23 out of 60
Project Online Dashboards: 1-Day Proof of Concept
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
A pilot implementation using pre-populated Power BI dashboards for Executives, Project Managers, PMOs and Resource Managers.
24 out of 60
Okta to Microsoft Entra ID Migration
Performanta
+1
Applicable to:
Identity & Access Management
Performanta's Okta to Microsoft Entra ID Application Migration service will give you a controlled, seamless and secure transition to Azure AD.
25 out of 60
Unified Endpoint Mgmt. - 6 Weeks - Implementation
TCS - Digital Workplace
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Threat Protection
TCS Unified Endpoint Management combines Microsoft Intune, Microsoft Defender for Endpoint and Configuration Manager solutions to provide modern management of endpoints with a Zero Trust strategy.
26 out of 60
Business Central Premier: 8-Wk Implementation
Dynamic Consulting
+1
Applicable to:
Business Central
Our Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
27 out of 60
AVI-SPL MTR Pro Tier II Support: 12-Month Implementation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Get 24×7 live human technical assistance for Microsoft Teams Rooms certified device issues that cannot be resolved through Artificial Intelligence remediation
28 out of 60
Power BI Embedded - 4 Week POC
Inviso Corporation
+1
Applicable to:
Power BI apps
Integrate visually stunning interactive reports directly within your application or website.
29 out of 60
Power BI Advanced Training: 1-Day Workshop
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Power BI apps
Customized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
30 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)
Future Processing S.A.
+2
Applicable to:
Power Automate
Power Apps
Speed-up your inventory process and involve your employees into it!
31 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day Workshop
Epiq Global
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Discover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
32 out of 60
MD 365 for private equity companies: 2-hr briefing
proMX AG
+2
Applicable to:
Sales
Project Service Automation
A free briefing for private equity companies about using Microsoft Dynamics 365 for building a digital infrastructure and to discover the full potential of digital transformation.
33 out of 60
Avanade Security Risk Assessment
Avanade, Inc.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
Avanade's 5-day Risk Assessment offers security leaders a comprehensive view of risk posture across their enterprise and proactive ways to protect their organizations from growing cyber threats.
34 out of 60
Purchase to Pay process in Dynamics 365 Business Central: 3-Wk Proof of Concept
Alna Business Solutions Sp. z o.o.
+3
Applicable to:
Business Central
Power Automate
Power Apps
See how you can automate and optimize the Purchase to Pay process with Dynamics 365 Business Central in your organization.
35 out of 60
Onesec Digital Identity
Secure Nextgen Systems
+2
Applicable to:
Identity & Access Management
Threat Protection
Having a Zero Trust and IGA/IAM (Identity Governance and Administration / Identity and Access Management) service offering becomes increasingly relevant
36 out of 60
Office 365 Tenant to Tenant Migration: 1-week Assessment
C1st Technologies LLC
+3
Applicable to:
Information Protection & Governance
Insider Risk
Threat Protection
We understand the complexities involved in such scenarios, and our experienced team is dedicated to guiding and supporting businesses throughout the entire migration process.
37 out of 60
Microsoft 365 Productivity Discovery Workshop
Information EXP
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Our Explore engagement is designed to help you gain clarity on how Microsoft 365 can help meet your productivity goals, we approach this with two 1/2 day workshops and a playback presentation.
38 out of 60
Sii Copilot programme
Sii Sp. z o.o.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Did you know that by leveraging the combined power of Copilot and our expertise, you can empower your employees like never before.
39 out of 60
Microsoft Fabric 3-Weeks Proof Of Concept
Quadrant Resource LLC
+1
Applicable to:
Power BI apps
Our implementation of Microsoft Fabric as a Data Analytics SaaS product enables its customers to unlock the full potential of their data.
40 out of 60
FLIGHT Professional Services: 1-Month Implementation
Finchloom
+3
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
Mobile Device Management
Level-pay professional services offering for companies looking to outsource projects, services, and staffing by accessing a team of experts to complete project work and fill critical skills gaps.
41 out of 60
Data & Analytics
Concurrency, Inc.
+1
Applicable to:
Power BI apps
We can provide the means to extract the inherent value within your data in a way that sets your business apart. Using an extensive knowledge base, it is our aim to deliver new strategic advantages
42 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POC
TTEC Digital
+2
Applicable to:
Marketing
Customer Insights
Your customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
43 out of 60
"Modernize Communications with Teams Phone: 1-Day Workshop."
One Diversified
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Organizations require a modern workplace voice solution with phone system calling capabilities enabled to integrate with their video, meeting room and communication eco-system.
44 out of 60
Copilot for Microsoft 365 Your AI assistant at work Deployment
true org cloud
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Copilot for Microsoft 365 is integrated into numerous applications that you and your organization regularly utilize.
45 out of 60
Dynamics GP to Dynamics 365 Business Central: 10 Week Implementation
Bond Consulting Services
+1
Applicable to:
Business Central
Our rapid migration package helps clients migrate from Microsoft Dynamics GP to Dynamics 365 Business Central in 8-12 weeks with a proven successful plan and powerful deliverables.
46 out of 60
Microsoft Priva - Privacy Mgmt Implementation: 16-Wks
Wipro Ltd
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Wipro will assess organization's privacy posture and implement controls to reduce privacy risks on Microsoft 365 environment by leveraging Wipro's framework and Microsoft Priva solution.
47 out of 60
Dynamics 365 Business Central Upg: 4-Hr Assessment
MindQuad Solutions Private Limited
+1
Applicable to:
Business Central
With this assessment our technology expert will guide you to the right path to upgrade from NAV versions like 3.7, 5.0, 2009, 2013, 2015, 2016, 2017, 2018 to Microsoft Dynamics 365 Business Central.
48 out of 60
Dynamics 365 Business Central Workshop
Covenant Technology Partners
+1
Applicable to:
Business Central
Needs Assessment Workshop for Dynamics 365 Business Central: 8-hour workshop
49 out of 60
Intranet powered by Microsoft VIVA 8-week Implementation
XMS Technologies
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Implement a friendly and modern intranet that can help improve employees engagement while using the same tools the users are familiar with, particularly Microsoft Teams
50 out of 60
Asset Management: 10 weeks implementation
Systems Ltd
+1
Applicable to:
Supply Chain Management
TechVista will guide and help you to transform your end-to-end Asset Lifecycle Management in this 10-weeks journey
51 out of 60
Microsoft 365 Copilot Readiness
PT Alfa Koneksi Indonesia
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
We help you to understand and realize the business value of Generative AI capabilities within your workplace environment.
52 out of 60
Advanced Visualization with Power BI: 1-Day Workshop
MAQ Software
+1
Applicable to:
Power BI apps
Looking to amplify the impact of your Power BI visuals? Master the art of visualization in our Power BI workshop
53 out of 60
Get started with AI and Microsoft 365 Copilot: 1-Hr Workshop
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Teamwork Deployment
SA Consulting can help you in enabling an AI-Powered Organisation by leveraging AI within Microsoft 365 Copilot, ensuring compliance and governance, and increasing productivity.
54 out of 60
Synergy Advisor Security Engagement (Pilot) for Microsoft Copilot for Security
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
55 out of 60
Power BI: 3-Day Proof of Concept
Inviso Corporation
+1
Applicable to:
Power BI apps
Using your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
56 out of 60
DIGITALL CI/CD für Power BI: Professional-10 Tage Umsetzung
DIGITALL Nature Germany GmbH
+1
Applicable to:
Power BI apps
Beschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
57 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr Workshop
VeriPark
+2
Applicable to:
Sales
Customer Service
Microsoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
58 out of 60
Financial Reporting: 2-Day Implementation
Logan Consulting
+1
Applicable to:
Finance
Logan Consulting is offering a flat-fee service to kick start your Microsoft Dynamics 365 for Finance & Operations Financial Reporting project.
59 out of 60
Data Visualization Pack: 5-Day Proof of Concept
Predica
+1
Applicable to:
Power BI apps
Our data visualization solution speeds up decision-making within your company and simplifies strategizing by providing relevant information. Make the most of your data using Microsoft Power BI!
60 out of 60
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