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Consulting services results for Financial Services
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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
1 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
2 out of 60
Active Directory Security on DemandComtrade System IntegrationDiscover hidden vulnerabilities and perform detailed analysis of Active Directory security posture using Comtrade AD Security on demand - ADSOD service.
+3
Applicable to:
Identity & Access Management
Insider Risk
Threat Protection
3 out of 60
Symity Copilot for Microsoft 365 ConsultingSYMITY, part of Charterhouse Voice & Data LtdSymity Copilot for Microsoft 365 Consulting services delivers end to end guidance and support to realising the power of Copilot for Microsoft 365 within your organisation.
+1
Applicable to:
Adoption & Change Management
4 out of 60
Avanade Microsoft 365 Copilot Change Enablement Accelerator 4 wk. Imp FY24Avanade, Inc.Avanade Microsoft 365 Copilot Change Enablement is a service that helps ensures your people are ready, enabled and engaged to embrace the change of generative AI in the workplace.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
5 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+2
Applicable to:
Sales
Customer Service
6 out of 60
CSE Microsoft Teams voice implementationComputer Solutions East3-day Teams Voice implementation will help deploy Microsoft Teams as a Phone System. Using Direct Routing or Calling Plans, this engagement will allow you to migrate from your existing PBX to Teams.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
7 out of 60
Hexaware Digital Contact Center and CX TransformationHexaware TechnologiesEmpowering customer engagement and enhancing customer experience with Microsoft Dynamics 365 Digital Contact Center and contact center augmentation.
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
8 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallanIn this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
+1
Applicable to:
Power BI apps
9 out of 60
Copilot for Microsoft 365 Your AI assistant at work Deploymenttrue org cloudCopilot for Microsoft 365 is integrated into numerous applications that you and your organization regularly utilize.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
10 out of 60
Getting Started with Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
+1
Applicable to:
Power BI apps
11 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini GroupDigital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
+1
Applicable to:
Power Apps
12 out of 60
Microsoft Planner Discovery & DemoXRM VisionOptimize work management with our expert-led Microsoft Planner Discovery and Demo. Gain customized demos, practical advice, and ongoing support to evolve your system. Start now for a better tomorrow.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
13 out of 60
Azure Information Protection 2 week ImplementationKiZAN TechnologiesControl and help secure email, documents, and sensitive data that you share inside and outside your company.
+1
Applicable to:
Information Protection & Governance
14 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
15 out of 60
Beyondsoft Power BI: 4-Day Proof of ConceptBeyondsoft ConsultingHarness the power of Microsoft Power BI for your business
+1
Applicable to:
Power BI apps
16 out of 60
Business Central Sherpa: 8-Wk ImplementationJourneyTEAMDeploy Dynamics 365 Business Central with a lower implementation cost with JourneyTEAM’s exclusive Sherpa Program
+1
Applicable to:
Business Central
17 out of 60
Microsoft Teams Phone Planning - 5 Week AssessmentProtivitiActionable and Comprehensive Roadmap to Get Started with Microsoft Teams Phone
+2
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
18 out of 60
Rapid Impl BC Essential: 4-Wk ImplementationMindQuad Solutions Private LimitedA Rapid Implementation package of Business central Essential to configure & use core modules of Dynamics 365 Business central like Purchase, Sales & Accounting.
+1
Applicable to:
Business Central
19 out of 60
Workshop : Build your custom Copilot using Generative & Conversational AICompusoftIn the one-day workshop, clients discover how Copilot Studio enhances conversational AI solutions. They explore customization, build their own Copilots, and learn about governance features.
+1
Applicable to:
Power Virtual Agents
20 out of 60
HCLTech Biz Apps - Dynamics 365 Capital MarketsHCL America Inc_HCLTHCLTech offers a scalable and customizable Capital Markets solution that leverages Microsoft Dynamics 365 and the full suite of related Microsoft Business Applications
+3
Applicable to:
Sales
Customer Service
Power BI apps
21 out of 60
Prepárate para Microsoft Copilot con ENCAMINA: Assesment 3 semanasENCAMINA S.L.Obtén un assessment integral: análisis de información, optimización de arquitectura y seguridad, más plan de comunicación y Road Map personalizado
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
22 out of 60
DCCP ImplementationSonata Software Ltd.Modernize the customer service experience with Sonata’s IntelliKontact.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
23 out of 60
Drinks Industry ERP: Free 1-Hr Bevica ConsultationTvision Technology LtdOverview of using drinks industry ERP software – Bevica for finance & reporting, stock & duty management, distribution.
+1
Applicable to:
Business Central
24 out of 60
LTIMindtree Business Applications PowerShift Offer for Legacy Application ModernizationLTIMindtree LimitedLTIMindtrees's PowerShift Offer helps businesses quickly & cost-effectively migrate legacy systems to Microsoft Power Platform, enabling a smooth transition to modern & scalable cloud solution
+3
Applicable to:
Power Automate
Power Apps
Power Pages
25 out of 60
Bulletproof 365 Compliance: Managed Information Protection ServiceBulletproof Solutions Inc.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
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
26 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.ScienceSoft USA Corp.We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
27 out of 60
AX 2009/2012 Upgrade to Dynamics 365 Finance and Operation - Supply Chain Management: 12-Week ImplementationMaison Consulting & SolutionsAccelerate your digital transformation with Microsoft Dynamics 365 F & O and SCM. On Cloud or On-Premise, we excel in both.
+2
Applicable to:
Supply Chain Management
Finance
28 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ SoftwareA one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
+1
Applicable to:
Power BI apps
29 out of 60
Microsoft 365: 3-Hour Implementationtrue org cloudGain a competitive edge and be more productive with a higher growth in your business with the help of True.org Cloud’s Microsoft 365 Business implementation.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
30 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq GlobalDiscover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
31 out of 60
Power pages Implementation: 5Wk proof of conceptHexaware TechnologiesBoost Your Customer and Community Engagements With Our Power Pages Consulting offer
+3
Applicable to:
Power Automate
Power Apps
Power Pages
32 out of 60
Data & AnalyticsConcurrency, Inc.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
+1
Applicable to:
Power BI apps
33 out of 60
Custom Power BI Visuals: 1-Hour BriefingMAQ SoftwareStruggling with Power BI reporting? Understand how you can elevate the presentation with custom visuals.
+1
Applicable to:
Power BI apps
34 out of 60
Integration Solution Workshop for Dynamics 365 and Power PlatformxRM TechnologiesDetail architectural overview workshop to plan, design and estimate the highly scalable integrations solution for Dynamics 365 with other business systems using Microsoft Azure.
+3
Applicable to:
Sales
Customer Service
Field Service
35 out of 60
Power BI Governance: 1-Day WorkshopSlalom ConsultingThis workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
+1
Applicable to:
Power BI apps
36 out of 60
Low Code Rapid App Prototype - 4 weeksBDO Digital, LLCImprove efficiency by automating task & service processes with applications tailored to your business.
+2
Applicable to:
Power Automate
Power Apps
37 out of 60
Getting Started with Microsoft 365 Copilot: 3-Day WorkshopCognizantEmbrace the potential of gen AI in the modern workplace with this 3 day workshop on Microsoft 365 Copilot, which will help you jumpstart your journey into the future of AI enabled workplaces.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
38 out of 60
Power BI Embedded for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
+1
Applicable to:
Power BI apps
39 out of 60
MVP for Microsoft Planner Work Management SystemXRM VisionStart your journey to work management excellence with our MVP for Microsoft Planner. Test Planner in real-world scenarios, benefit from expert guidance, and get a detailed report on system performance
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
40 out of 60
Symity Microsoft Places IntroductionSYMITY, part of Charterhouse Voice & Data LtdExplore the full features of Microsoft Places as we give you a guided tour of what to expect.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
41 out of 60
Dynamics 365 Business Central WorkshopCovenant Technology PartnersNeeds Assessment Workshop for Dynamics 365 Business Central: 8-hour workshop
+1
Applicable to:
Business Central
42 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworksWe’ve packed four days with insights that will change the way you work with Microsoft Power BI.
+1
Applicable to:
Power BI apps
43 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
+1
Applicable to:
Power BI apps
44 out of 60
Copliot For Analytics - Free 1 Hour Consulting WorkshopC3IT Software SolutionsEmpower teams to harness data insights through hands-on training in Copilot for Analytics
+1
Applicable to:
Power Virtual Agents
45 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology SolutionsStreamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
+1
Applicable to:
Business Central
46 out of 60
AvePoint Policies & Insights: 10-Days AssesmentsIT-Dev sp. z o.o.Assesment's outcomes:
• Enable centralized reporting on Microsoft 365 security.
• Discover potential risks and exposed content.
• Enforce policies and automatically remediate security breaches!
+3
Applicable to:
Adoption & Change Management
Cloud Security
Information Protection & Governance
47 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
48 out of 60
Automate Account Reconciliation with Microsoft Copilot Studiotrue org cloudStreamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
+3
Applicable to:
Compliance Advisory Services
Knowledge & Insights
Teams Custom Solutions
49 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
50 out of 60
Power Platform Centre for Enablement (C4E) - 8 week ImplementationKainosThe Centre for Enablement (C4E) service offering from Kainos allows customers to accelerate the use of Power Platform across their organisation, while enabling proper governance controls.
+2
Applicable to:
Power Automate
Power Apps
51 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
52 out of 60
Loan Vision: 10-Week ImplementationBestborn Business Solutions, LLCMortgage Industry Finance System
+1
Applicable to:
Business Central
53 out of 60
Intelligent Automation: 4-Wk Proof of ConceptGenpact LLCTransform your business operations, in driving digital transformations, and reimagine your business processes
+1
Applicable to:
Power Automate
54 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud BackupCrayonSecure, easy-to-use SaaS backup for your Microsoft 365 data
+1
Applicable to:
Cloud Security
55 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
56 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
57 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
58 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
59 out of 60
Intelligent Automation and Low CodeSonata Software Ltd.We help businesses to harness the power of the Dynamics Power Platform to streamline operations, reduce costs, and accelerate innovation with our holistic approach.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
60 out of 60