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Consulting services results for Financial Services
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Modernize Your Word Add-in with AIiFour Technolab Private LimitedOur team will evaluate your existing solution and help you define the modernization roadmap to enhance performance and user experience. Let’s make your add-in smart and ready for the future.
+1
Applicable to: Workplace Analytics
Workplace Analytics
1 out of 60
Upgrade Your Outlook Add-in with AIiFour Technolab Private LimitedThis workshop will modernize Outlook add-ins using AI. Learn smart replies, sentiment detection, scheduling, and email classification. Ideal for sales, HR, and tech teams.
+1
Applicable to: Workplace Analytics
Workplace Analytics
2 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
+1
Applicable to: Sales
Sales
3 out of 60
Power Up Your PowerPoint Add-in with AIiFour Technolab Private Limitedwe will help you explore how this cutting-edge AI features like automated slide creation, tone of voice checks, smart design tips and content summaries can supercharge your existing PowerPoint add-in.
+1
Applicable to: Workplace Analytics
Workplace Analytics
4 out of 60
Finance Ind., Microsoft Teams Implementation: 2-days WorkshopCloudicaOur workshop helps Finance companies decide on the best steps in order to increase efficiency and get the most out of Microsoft Teams.
+3
Applicable to: Meeting Rooms for Microsoft Teams
Meeting Rooms for Microsoft Teams Meetings for Microsoft Teams
Meetings for Microsoft Teams Teamwork Deployment
Teamwork Deployment
5 out of 60
Modernize Your Excel Add-in with AIiFour Technolab Private LimitedOur experts assess your current solution and guide you in embedding AI models that boost productivity. Transform your Excel extension into a powerful, data-driven tools with ease.
+1
Applicable to: Workplace Analytics
Workplace Analytics
6 out of 60
Viva Insights Enriched: 6wk Proof of ConceptLingaroLeverage Lingaro’s Power BI and data integration expertise to explore complex scenarios by enriching Viva Insights data with other sources to drive greater value
+1
Applicable to: Workplace Analytics
Workplace Analytics
7 out of 60
Dynamics 365 Business Central: 10Hr Implementationtrue org cloudImplement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
+1
Applicable to: Business Central
Business Central
8 out of 60
Report and Dashboard Creation: 2-Day WorkshopClouds On MarsAccelerate 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.
+1
Applicable to: Power BI apps
Power BI apps
9 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
Cloud Security
10 out of 60
Viva Insights Overview: 1-hour BriefingLingaroLearn what Microsoft Viva Insights is, how it works. Get familiar with key features
+1
Applicable to: Workplace Analytics
Workplace Analytics
11 out of 60
Process Mining: Discovery & Design WorkshopCognizantUnlock the true transformation potential of any process and set it up right for process mining/task mining discovery by conducting a 2-weeks assessment of the as-is process.
+1
Applicable to: Power Automate
Power Automate
12 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
Power BI apps
13 out of 60
Dynamics 365 Customer Insights: 1 Week WorkshopCognizantIn a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
+1
Applicable to: Customer Insights
Customer Insights
14 out of 60
Power BI Embedded App TemplateSkypointThe Embedded App template is an Azure Web app designed for sharing Power BI reports and dashboards.
+1
Applicable to: Power BI apps
Power BI apps
15 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr WorkshopVeriParkMicrosoft 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!
+2
Applicable to: Sales
Sales Customer Service
Customer Service
16 out of 60
Business Apps eConnect - 1-Wk AssessmentECLECTICS INTERNATIONAL LTDLooking for return of investment (ROI) for your Microsoft Dynamics 365 Implementation, achieving solution readiness, and recommendations to achieve a 360-degree view of your customers?
+2
Applicable to: Sales
Sales Customer Service
Customer Service
17 out of 60
Real Data Power BI: 1-Wk Proof of ConceptClouds On MarsAn engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
+1
Applicable to: Power BI apps
Power BI apps
18 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
+2
Applicable to: Sales
Sales Customer Service
Customer Service
19 out of 60
Pure Discovery: WorkshopPure Company Sp. z o.o.1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
+1
Applicable to: Power BI apps
Power BI apps
20 out of 60
Data Automation: 1-Wk WorkshopClouds On MarsAnalysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
+1
Applicable to: Power BI apps
Power BI apps
21 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
Power BI apps
22 out of 60
MDR for Microsoft DefenderADEO BILISIM DANISMANLIK HIZMETLERI SAN. VE TIC. A.S.Adeo MDR Services provide detection and response capabilities via Microsoft 365 threat protection including Defender for Identity, Defender for Endpoint, Defender for Cloud and Office 365 Security.
+2
Applicable to: Cloud Security
Cloud Security Threat Protection
Threat Protection
23 out of 60
D365 Finance - RevRec to Subscription Billing MigrationBinary Stream Software Inc.Unleash your growth potential by migrating to Subscription Billing within Dynamics 365 Finance
+2
Applicable to: Finance
Finance Business Central
Business Central
24 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)Future Processing S.A.Speed-up your inventory process and involve your employees into it!
+2
Applicable to: Power Automate
Power Automate Power Apps
Power Apps
25 out of 60
Cost Optimization Check-InNavara Group B.V.Azure Cost Optimization Analyse 30-minute check-in
+1
Applicable to: Power BI apps
Power BI apps
Offre d'accompagnement pour Copilot for SalesAPSOLUEPrise en main des usages de Copilot for Sales par les métiers
+1
Applicable to: Sales
Sales
27 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
Adoption & Change Management Frontline Workers
Frontline Workers Teamwork Deployment
Teamwork Deployment
28 out of 60
Project Operations Envisioning Workshop: 4 weeksXRM VisionOur experts at XRM Vision to imagine and
define the future state of your business
through a Design Led Thinking Envisioning
Workshop.
+1
Applicable to: Project Operations
Project Operations
29 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
Adoption & Change Management Frontline Workers
Frontline Workers Teamwork Deployment
Teamwork Deployment
30 out of 60
Microsoft Copilot Agent Governance ControlsTRUE.orgGovern, secure, and control Microsoft Copilot agents with Purview DSPM, DLP, and CCS.
+1
Applicable to: Power Apps
Power Apps
31 out of 60
MTDS Services for Microsoft TeamsMTDSMTDS propose une variété de services pour Microsoft Teams, l'intégration, l'adoption et la gestion du changement, les services d'appels et de réunions, et l'installation des salles visioconférence
+3
Applicable to: Calling for Microsoft Teams
Calling for Microsoft Teams Meeting Rooms for Microsoft Teams
Meeting Rooms for Microsoft Teams Meetings for Microsoft Teams
Meetings for Microsoft Teams
32 out of 60
Copilot Implementation WorkshopABRAEmpower organizations to design, build, and deploy custom AI copilots using Microsoft Copilot Studio.
+3
Applicable to: Power Virtual Agents
Power Virtual Agents Power Apps
Power Apps Power Pages
Power Pages
33 out of 60
Enterprise Deployment In a Box for Microsoft CopilotCloudshiftCopilot in a Box is a comprehensive, tailored solution designed to seamlessly integrate the Copilot AI assistant into your enterprise environment.
+2
Applicable to: Adoption & Change Management
Adoption & Change Management Knowledge & Insights
Knowledge & Insights
34 out of 60
MTDS MAROC : Déploiement et activation Microsoft 365MTDSAccompagner les entreprises dans l'analyse des besoins, le déploiement, la migration de données, la personnalisation, la formation sur les outils Microsoft 365
+2
Applicable to: Adoption & Change Management
Adoption & Change Management Device Deployment & Management
Device Deployment & Management
35 out of 60
Offre de création d'un Copilot Center pour orchestrer les Copilots de Microsoft Dynamics 365 for salesAPSOLUEAccompagner nos clients dans la mise en place d'un Copilot Center, organe de gouvernance centrale qui orchestre les Copilots de Microsoft Dynamics 365
+3
Applicable to: Sales
Sales Field Service
Field Service Customer Insights
Customer Insights
36 out of 60
Atelier pour les fondamentaux de Power Platform (PL-900)ADACTIML'atelier PL-900 Power Platform est destiné aux débutants souhaitant comprendre Power BI, Power Apps, Power Automate, et Power Virtual Agents pour automatiser les processus et analyser les données.
+3
Applicable to: Power BI apps
Power BI apps Power Automate
Power Automate Power Apps
Power Apps
37 out of 60
Atelier RPA Microsoft Power Automate (PL-500)ADACTIML'atelier PL-500 valide les compétences pour concevoir et optimiser des automatisations avec Power Automate RPA, en gérant connecteurs, API, données, et sécurité, pour développeurs RPA.
+3
Applicable to: Power Automate
Power Automate Power Apps
Power Apps Power Pages
Power Pages
38 out of 60
Power Apps and Automate: 10-Day ImplementationXRM VisionFor the 10 days covering this consulting service, we will provide our knowledge and expertise of Power Apps and Power Automate.
+2
Applicable to: Power Automate
Power Automate Power Apps
Power Apps
39 out of 60
App-in-a-Day: 1-Day WorkshopXRM VisionWant to learn how to create great custom apps without writing code? This accelerated workshop will enable your team to use Microsoft Power Apps within your organisation effectively.
+1
Applicable to: Power Apps
Power Apps
40 out of 60
Power BI Report Server for Financial Services: 1-Hr BriefingPBI Lab IncAn 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.
+1
Applicable to: Power BI apps
Power BI apps
41 out of 60
Power BI Premium for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Premium can help your organization address the challenges of large enterprise deployments and workloads without needing to license each user individually .
+1
Applicable to: Power BI apps
Power BI apps
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
Power BI apps
43 out of 60
Catalyst Envisioning: 1 Week WorkshopCognizantA design thinking lead workshop to envision the most impactful digital transformation for your business
+2
Applicable to: Customer Service
Customer Service Power Apps
Power Apps
44 out of 60
Collaborative Apps with Microsoft Teams - 2 weeks - Proof of ConceptTCS - Digital WorkplaceTCS Envision workshop enables unlock scenarios for frontline and knowledge workers to collaborate, communicate and be productive with this new norm of hybrid work using Microsoft Teams.
+2
Applicable to: Frontline Workers
Frontline Workers Teams Custom Solutions
Teams Custom Solutions
45 out of 60
Advanced Employee Insights Consulting and Advisory - 1 Month - ImplementationTCS - Digital WorkplaceOur services engagement are designed with a comprehensive approach to cater business-specific needs, the technical and data analysis requirements of Microsoft Viva Insights.
+2
Applicable to: Adoption & Change Management
Adoption & Change Management Workplace Analytics
Workplace Analytics
46 out of 60
Dynamics 365 Business Central Finance - 4-Wk Rapid ImplementationDomain 6 Inc.Get Microsoft Dynamics 365 Business Central up and running in 4 to 6 weeks. D6 rapid implementation offer helps businesses streamline financial ops, accelerate time-to-value, with minimal disruption.
+1
Applicable to: Business Central
Business Central
47 out of 60
Work From Home: 5-Weeks ImplementationEGENERATION LIMITEDWork From Home Implementation service for Small to Large Enterprises offering Microsoft Modern Workplace solutions for productivity, collaboration & communication.
+3
Applicable to: Meeting Rooms for Microsoft Teams
Meeting Rooms for Microsoft Teams Teams Custom Solutions
Teams Custom Solutions Teamwork Deployment
Teamwork Deployment
48 out of 60
Business Process Automation: 1-Day AssessmentCreospark Consulting Services IncOne Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
+1
Applicable to: Power Apps
Power Apps
49 out of 60
Backoffice Financial Services: 5-hr WorkshopAxxon Consulting S.AThe Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
+1
Applicable to: Finance
Finance
50 out of 60
Banking Accelerator: 5-Hr WorkshopAxxon Consulting S.AFramework that accelerates the implementation of Business Solutions for Financial Services covering the areas of Customers, Sales, Services and Products.
+1
Applicable to: Marketing
Marketing
51 out of 60
SOS Enterprise Comm. App: 1-Wk ImplementationSOS Group LimitedSOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
+1
Applicable to: Power Apps
Power Apps
52 out of 60
Dynamics 365 Sales & Service 10-Wk ImplementationHSO US (AKA)Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
+3
Applicable to: Sales
Sales Customer Service
Customer Service Field Service
Field Service
53 out of 60
Endpoint Management Service: 3-hours WorkshopPEAKUPEnterprise Mobility Workshop showcase value of secure remote work capabilties including device management, security and compliance standards.
+3
Applicable to: Device Deployment & Management
Device Deployment & Management Information Protection & Governance
Information Protection & Governance Mobile Device Management
Mobile Device Management
54 out of 60
HCLTech Biz Apps - Dynamics 365 for InsuranceHCL America Inc_HCLTA robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
+3
Applicable to: Sales
Sales Customer Service
Customer Service Power BI apps
Power BI apps
55 out of 60
Data Management Strategy: 6-Wk AssessmentHSO Six week assessment leveraging data centricity, data analysis and business insights techniques via Power BI to transform data into intelligent actions; business models; and strategy to monetize data.
+2
Applicable to: Power BI apps
Power BI apps Power Automate
Power Automate
56 out of 60
Columbus IFRS16: 4-Wk ImplementationUAB OIXIOEnsure your financial reporting compliance with Columbus IFRS16 4-week implementation services consisting of diagnostic workshops, implementation and trainings
+1
Applicable to: Business Central
Business Central
57 out of 60
Microsoft 365 migration report: 5-Days Assessmentmscloud sp z o.o.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.
+3
Applicable to: Device Deployment & Management
Device Deployment & Management Mobile Device Management
Mobile Device Management Teamwork Deployment
Teamwork Deployment
58 out of 60
Analytics Review Power BI: 1Hr AssessmentVoiceback Analytics Pvt. Ltd.1 Hr free Assessment for Power BI implementation. Assessment includes setting up Data Analytics & Insights Engine by Data Ingestion, Data Analytics and Data Visualisation.
+1
Applicable to: Power BI apps
Power BI apps
59 out of 60
Business Central - 10 Weeks - Implementation4Sight Holdings4Sight has created an operational model for the implementation of Dynamics 365 Business Central. This is a offering where we move away from high upfront costs to a single monthly fee.
+1
Applicable to: Business Central
Business Central
60 out of 60