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Consulting services results for Financial Services
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Custom Intranet in Weeks: 4/6-Wk ImplementationEngage SquaredDevelop a custom, intelligent intranet to make the most of your SharePoint Online, delivered rapidly across a few short weeks.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
1 out of 60
Dynamics 365 for InsuranceSPAN d.d.Microsoft Dynamics 365 for Insurance centralizes customer data and optimizes key processes within Marketing, Sales and Customer Service based on over a decade of enterprise expertise.
+3
Applicable to:
Sales
Customer Service
Customer Insights
2 out of 60
Building your Employee Experience: 3-Day WorkshopEngage SquaredDesigned as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
3 out of 60
Copilot adoption for HRConterraTransform HR processes with Copilot and Conterra Copilot Adoption Offer: 4-Wk Imp
+1
Applicable to:
Adoption & Change Management
4 out of 60
HCLTech Biz Apps - Dynamics 365 for Retail Banking: 1-hour AssessmentHCL America Inc_HCLTHCLTech’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
5 out of 60
SMART Corporate Portal: 2-wk ImplementationSMART business LLCWe 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.
+3
Applicable to:
Knowledge & Insights
Teams Custom Solutions
Teamwork Deployment
6 out of 60
Microsoft Viva Insights: 1-Day WorkshopEngage SquaredDiscover how Microsoft Viva, an integrated platform built on top of Microsoft Teams, will help your people to be their best, to thrive in the new reality.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
7 out of 60
Reporting Financier : 2 semaines preuve de conceptFINELOGAutomatisez la collecte et le retraitement des données,
Structurez l'information pour un usage analytique,
Analysez et présentez l'information dans Power BI et Excel
+1
Applicable to:
Power BI apps
8 out of 60
Copilot User Adoption: 4-6 Week EngagementNetrix GlobalUser Adoption Jumpstart for Copilot for Microsoft 365
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
9 out of 60
Data to AI Strategy WorkshopArgano LLCUnify your data platform and modernize your data estate for AI-driven insights
+3
Applicable to:
Finance
Customer Insights
Power BI apps
10 out of 60
Dynamics 365 Dev/Extending: 3-Day WorkshopDynamics EdgeThis course provides you with the information you need to develop and extend Dynamics 365 using Visual Designers and Visual Studio with the C# language. Delivered at your site.
+1
Applicable to:
Sales
11 out of 60
Viva Connections+: 6/8-Wk ImplementationEngage SquaredImplement the Viva Connections, including the Dashboard, connecting it to your business systems and support organisations to send rich communications to users across all types of roles.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
12 out of 60
Automate Identity Lifecycle Management: 8-16 Weeks Consulting + ImplementationAttosolIntegrate HRMS with Microsoft Entra ID for an automated, efficient and secure Identity Lifecycle Management.
+1
Applicable to:
Identity & Access Management
13 out of 60
Data Security with Microsoft Purview 4-weeks workshopAlfa Connections Pte LtdThe Data Security Engagement helps identify and mitigate data security risks in organizational data
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
14 out of 60
Viva Connections Dashboard: 8-Wk ImplementationEngage SquaredDesign and implement your Viva Connections Dashboard, including integration, with your specific line of business systems
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
15 out of 60
Accelerator of FS Cloud -6 week implementationCapgemini GroupWe help you to fast track your cloud adoption and digital transformation journey, unlock new opportunities and start driving business value from Microsoft Cloud for Financial Services (MC4FSI)
+1
Applicable to:
Power Apps
16 out of 60
Power App - App-In-A-Day WorkshopCollabPoint LLCA 1-day workshop designed to automate your most manual, revenue impacting workflow.
+1
Applicable to:
Power Apps
17 out of 60
TCS’ Financial Capabilities on MC4FS and Azure OpenAI : 4-Wk AssessmentTata Consultancy Services Ltd.Assessment Service for Financial Capabilities on MC4FS and Azure OpenAI to Elevate 3Es Efficiency (Productivity), Experience (Customer & Employee Experience) & Edge (Competitive Edge).
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
18 out of 60
Avanade Microsoft Cloud for Financial Services FY24: 1 day briefingAvanade, Inc.The Banking Accelerator
+1
Applicable to:
Customer Service
19 out of 60
Viva Connections Quick Start 3-week ImplementationEngage SquaredViva Connections Quick Start is specifically for organisations who already have a modern SharePoint Online intranet and plan to implement Viva Connections.
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
20 out of 60
Software and Cloud Optimization Service for Modern Work 8 - 10 week ImplementationCrayon USCollaborate with our licensing specialists to gain a thorough understanding of your current Microsoft 365 environment, licensing status, and establish your future roadmap.
+2
Applicable to:
Compliance Advisory Services
Knowledge & Insights
21 out of 60
AI Chatbot for Microsoft Dynamics: 1-Hr AssessmentWebSan Solutions Inc.In one hour, determine whether your company can benefit from using chatbots with Microsoft Dynamics 365. This is an opportunity that your business can’t afford to miss!
+3
Applicable to:
Business Central
Customer Service
Project Service Automation
22 out of 60
TTEC Digital Solution for Dynamics Genesys Integration: 2-Day ImplementationTTEC DigitalIntegrate Microsoft Dynamics 365 and Genesys PureCloud with InteractionSync
+3
Applicable to:
Sales
Customer Service
Field Service
23 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day WorkshopEngage SquaredDesigned as a three-day engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
24 out of 60
Power Automate Desktop (RPA) Migration Proof-of-ValueAshling PartnersFree workshop + accelerated assessment + POVs(4 x migrated processes) provides the insights and foundational steps necessary to embark on a successful migration.
+2
Applicable to:
Power Automate
Power Apps
25 out of 60
Underwriter Copilot: 16-24 Weeks – ImplementationCoforge LimitedCoforge’s proprietary framework to provide real time suggestions and recommendations to underwriters on policy /claim value of insurance application including GenAI chatbot for underwriter assistance
+3
Applicable to:
Power Automate
Power Apps
Power Pages
26 out of 60
Viva Learning Roadmap: 3-Day WorkshopEngage SquaredViva Learning Roadmap is designed specifically for organisations who want to improve employee experience through fostering a continuous learning culture.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
27 out of 60
Act! CRM Migration Acct/Cont: 2-Day ImplementationMTCTwo-step, two-day service to migrate account and contact entities from Act! CRM to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
28 out of 60
Microsoft Viva Connections Consultancy & Implementation Services: 6 Weeks ImplementationPERSISTENT SYSTEMS LIMITEDBuilding a personalized gateway to a modern employee experience platform - one-stop-shop for all daily needs of employees
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
29 out of 60
Securing On-prem AD with Defender for Identity 3-Wk | Implementation/POCBulletproof Solutions Inc.Provide Implementation steps and best practices for Configuring Defender for Identity on on-prem AD Domain Controllers and/or AD Federation Services &/or AD Certificate Services
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
30 out of 60
Viva Insights Quick Start: 8-week ImplementationEngage SquaredViva Insights Quick Start is designed specifically for organisations who want to improve employee experience through powerful insights.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
31 out of 60
D365 Sales&Marketing+CoPilot: 10Wk ImplementationBizappServiços de Análise, Planejamento e Implantação do Microsoft Dynamics 365 Customer Insights, Marketing & Sales + CoPilot
+3
Applicable to:
Marketing
Sales
Customer Insights
32 out of 60
Reach Frontline Workers: 3-Day WorkshopEngage SquaredDesigned as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
+2
Applicable to:
Adoption & Change Management
Frontline Workers
33 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 Teams
Teamwork Deployment
34 out of 60
Synergy Advisor Security Engagement (Pilot+) for Microsoft Security CopilotSynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
35 out of 60
Revamp Intranets: 2-Wk AssessmentEngage SquaredWe’ve designed Revamp your Intranet to help organisations get more from their current intranet platform with a fixed-price service that will give you a set of tailor-made, actionable recommendations
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
36 out of 60
Microsoft Dynamics 365 for Talent: 5-Day WorkshopDynamics EdgeThis instructor led, hands on labs, accelerated course has 7 days of training for Microsoft Dynamics 365 for Talent training covered in a 5-day format.
+1
Applicable to:
Finance
37 out of 60
Act! CRM Migration All Enti: 4-Day Implementation MTCFour-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
38 out of 60
Viva InsightsExperience: 12-WK ImplementationNTT DATA EMEALViva Insights Employee Experience Engagement - Implementation and Roadmap
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
39 out of 60
Dynamics 365 for Sales: 12-Wk CRM MigrationTrimaxSecureLaunch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
+1
Applicable to:
Sales
40 out of 60
Transition to Microsoft 365: 6-mth ImplementationEngage SquaredOur Change & Adoption team will work to understand the impact of the change and develop a strategy that supports a seamless transition to set you up for adoption of Microsoft 365
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
41 out of 60
Lenovo-led POC Program: 4-Wk Proof of ConceptLenovo SoftwareThe Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
42 out of 60
Deploy Microsoft Sales Copilot in Dynamics 365 or Salesforce in 4 WeeksBizappBoost business productivity by embedding advanced AI capabilities into Dynamics 365 or Salesforce applications within 4 weeks
+3
Applicable to:
Sales
Customer Service
Power Automate
43 out of 60
Bizapp COE: 3-Meses ImplantaçãoBizappEstratégia a longo prazo para habilitar os desenvolvimentos de aplicativos Low/No-Code pelos profissionais de negócios (Citizen Developers)
+3
Applicable to:
Power Automate
Power Apps
Power Pages
44 out of 60
Dynamics NAV to D365 BC - 4HR AssessmentOmni Logic SolutionsMigrate or Upgrade Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central 4hr - Assessment
+1
Applicable to:
Business Central
Power BI Reporting: 4-week Assessment & PoCITMAGINATIONImprove 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.
+1
Applicable to:
Power BI apps
46 out of 60
Bizapp Automation Coach - Citizen DevelopmentBizappO Automation Coach é uma estratégia para rápida implantação do conceito CITIZEN DEVELOPMENT, habilite de forma simples e organizada como os seus usuários podem se transformar em desenvolvedores.
+3
Applicable to:
Power Automate
Power Apps
Power Pages
47 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free ConsultationAVI-SPLA free preliminary consultation session for customers considering or planning to deploy Microsoft Teams Rooms Systems.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
48 out of 60
Device Mgm and Protection - 12 days ImplementationSPAN d.d.Enhance the security of your cloud environment to make it less vulnerable to cyber attacks. Security built into Microsoft 365 provides excellent opportunities for enterprise protection.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Mobile Device Management
49 out of 60
MDS Microsoft 365 Copilot Two-Day Readiness WorkshopMaureen Data SystemsMaureen Data Systems' Two-Day Microsoft 365 Copilot Readiness Workshop prepares your organization to harness the next evolution of enterprise productivity upon its release to market November 1st !
+1
Applicable to:
Knowledge & Insights
50 out of 60
Viva Learning Quick-Start: 6-Wk ImplementationEngage SquaredViva Learning helps people and businesses evolve skills and talent, ensuring it fosters a learning culture while also future proofing organisations by expanding employee capabilities.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
51 out of 60
Data Visualization Pack: 5-Day Proof of ConceptPredicaOur 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!
+1
Applicable to:
Power BI apps
52 out of 60
Azure Virtual Desktop: 1-Week Assessment.Dimension DataElevate your business efficiency by adopting Azure Virtual Desktop, facilitating remote access to critical tools and boosting collaboration across your teams.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
53 out of 60
Salesforce to Dynamics 365 MigrationAlithya Fullscope Solutions, Inc.Migrate Salesforce users to Microsoft Dynamics 365
+3
Applicable to:
Sales
Customer Service
Customer Insights
54 out of 60
MDS Microsoft 365 Copilot Global Advisory ServicesMaureen Data SystemsThe MDS Microsoft 365 Copilot Global Advisory Services is an offering that includes services which provide guidance
and support to customers specific goals of Microsoft 365 Copilot.
+1
Applicable to:
Knowledge & Insights
55 out of 60
Dynamics 365 Marketing App: 4-Week ImplementationTrimaxSecureTailored automation solution based on Microsoft Dynamics 365 Marketing Application to maximize your customer interactions and optimize your processes inside a unified and seamless platform.
+3
Applicable to:
Marketing
Sales
Customer Service
56 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
57 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk AssessmentEngage SquaredUnderstand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
+1
Applicable to:
Knowledge & Insights
58 out of 60
AI Transformation with CopilotApsiaAI Projects must truly serve business objectives !
The ultimate reason we are here is to deliver value for the organization.
+3
Applicable to:
Finance
Power Virtual Agents
Power Apps
59 out of 60
Microsoft 365 Security Readiness: 4-Wk AssessmentQuadrasystems.net (India) P LtdIdentify vulnerabilities and threats within Microsoft 365. Utilize advanced protection, intelligence, detection & response mechanisms to safeguard your data. Amplify security with real-time insights.
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
60 out of 60