FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Dynamics 365 Business Check: 1-Hr AssessmentSparktechIf you’re having a hard time deciding which version of Microsoft Dynamics 365 if right for your business, take our one-hour assessment and we’ll help you decide.
+3
Applicable to:
Finance
Sales
Customer Service
1 out of 60
VDI: 12-Week ImplementationKTL Solutions, Inc.KTL’s Virtual Desktop Infrastructure (VDI) solution utilizes Azure cloud to empower businesses to achieve improved security, compliance, enhanced mobility and flexibility.
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
2 out of 60
Cyber Security AssessmentELEVATE Solutions LimitedThe Cybersecurity Assessment helps customers assess their security posture and risk to insider threats.
+1
Applicable to:
Threat Protection
3 out of 60
Dynamics 365 Finance and Operations: 2-Wk AssessmentDomain 6 Inc.A 2-week assessment during which Domain 6 experts evaluate your solution from both a technical and functional perspective in order to identify short-term wins and a long-term plan for stabilization.
+2
Applicable to:
Supply Chain Management
Finance
4 out of 60
Dynamics GP to D365 Business Central: Stg 8Wk ImpEncore Business SolutionsMove from GP to Business Central with Encore’s Transition Packages: Starting at 8 Wk Implementation
+1
Applicable to:
Business Central
5 out of 60
Hybrid Work Collaboration Consultancy: 9-Weeks AssessmentKinlyTranslate Business Challenges into the best suitable hybrid work collaboration and meeting solutions based on Microsoft Teams Rooms
+1
Applicable to:
Meetings for Microsoft Teams
6 out of 60
Microsoft Teams Room Implementation Services 1 WeekKinlyDesigning, delivering and implementing your Hybrid Office Environment based on Microsoft Teams Rooms Solutions
+1
Applicable to:
Meetings for Microsoft Teams
7 out of 60
Entra ID Identity and Application Governance Solutions by AVASOFTAVASOFTOur solution fortifies Azure AD security by analyzing accounts, applications, and access policies to identify and mitigate risks, ensuring compliance.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
8 out of 60
Advanced Visualization with Power BI: 1-Day WorkshopMAQ SoftwareLooking to amplify the impact of your Power BI visuals? Master the art of visualization in our Power BI workshop
+1
Applicable to:
Power BI apps
9 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
10 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
11 out of 60
Viva Glint: 8-Wk ImplementationEngage SquaredThis comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
12 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSMB Suite / NextCorpFree one-hour business assessment to determine whether migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
13 out of 60
Workplace Analytics Services: 4-week AssessmentPractical Solutions, IncDiscover your organization's collaboration patterns, get analysis and actionable insights, and identify the biggest opportunity areas and how to tackle them.
+1
Applicable to:
Workplace Analytics
14 out of 60
AVASecure 360 - Microsoft 365 Security & Governance Solutions by AVASOFTAVASOFTAware of your Microsoft 365 security? Our solutions secure Teams, SharePoint, and more. Use custom policies, threat detection, and monitoring to protect data, mitigate risks, and ensure compliance.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
15 out of 60
Unified Interface Migration: 2-Day AssessmentHitachi SolutionsOur proven approach for migrating to the new Dynamics 365 Sales and Customer Service Unified Interface will help you enable your users with improved navigation, performance and productivity.
+3
Applicable to:
Sales
Customer Service
Field Service
16 out of 60
COE and Governance EstablishmentSimplyai Pty LtdApply our intelligent automation COE & governance blueprint based on our in-depth operating model experience to tailor a CoE approach that meets your long-term needs
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
17 out of 60
Power BI Center of Ex: 5-Wk Proof of ConceptPragmatic WorksDuring this 5 week engagement, Pragmatic Works will work with your organization to harness all the capabilities of Power BI.
+1
Applicable to:
Power BI apps
18 out of 60
Microsoft Purview Compliance Quickstart - 4-6 Week ImplementationProtivitiJump Start your Compliance Journey with Microsoft Purview Compliance Manager to Govern Risk and Compliance
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
19 out of 60
Dynamics NAV to Business Central: 1-Day AssessmentLogan ConsultingLogan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
Teams Phone: 4-day AssessmentCatapult Systems, LLCCatapult will analyze and assess your current telephony landscape and guide you through the process of deploying an enterprise voice solution with reliable, high-quality, integrated calling.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
21 out of 60
Agile Adoption for Finance and Supply Chain + CopilotNexerUsing Agile Methodology our team will guide you thru a standard solution implementation of Dynamics Finance & Supply Chain Management
+3
Applicable to:
Supply Chain Management
Finance
Power Virtual Agents
22 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
23 out of 60
Long-Term Support and Service for Microsoft Dynamics 365: 4-Wk ImplementationDyn365ProsUnlimited Microsoft Dynamics 365 support and administrative assistance. Data review, trainings, system check and discount on rates for project related services.
+1
Applicable to:
Sales
24 out of 60
SharePoint Migration : 10 Weeks ImplementationITC Infotech India LimitedITC Infotech brings efficiency in virtual collaborations with seamless Microsoft SharePoint migration from legacy systems to on-premise and to cloud.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
Dynamics 365 Custom/Dev Onsite: 5-Day WorkshopDynamics EdgeThis instructor-led, hands-on workshop is for individuals wishing to learn Microsoft Dynamics 365 CRM Customization and Configuration through a technical deep-dive. Delivered at your site.
+1
Applicable to:
Sales
26 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
27 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
28 out of 60
CRM Onboarding: 1-Wk ImplementationSherwebA fast and easy way to deploy Dynamics 365 for Sales.
+1
Applicable to:
Sales
29 out of 60
Modernize Your Office 365 Add-ins with AI — Free WorkshopiFour Technolab Private LimitedJoin us for a free 2-hour Workshop on innovation! We will check out how AI can help make your Office 365 Add-ins easier to use with AI enhancements, automation triggers, and predictive analytics.
+1
Applicable to:
Workplace Analytics
30 out of 60
Business Central Financials: 4-Wk ImplementationSMB Suite / NextCorpMicrosoft Dynamics 365 Business Central Financials implemented in 30 days using SMB Suite best practices.
+1
Applicable to:
Business Central
31 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactoryBestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
32 out of 60
Teams App: 1-Hour BriefingB&R Business SolutionsB & R can help you to leverage the strength and flexibility of Microsoft Teams, combined with infinitely scalable Azure services to create a solution custom suited to YOUR business.
+1
Applicable to:
Teams Custom Solutions
33 out of 60
Credit Review ToolProtivitiThe Credit Review Tool offers a customizable application on Power Platform & Dataverse to perform and document individual loan reviews, ensuring easy deployment, automated reporting, & client control.
+2
Applicable to:
Power Automate
Power Apps
34 out of 60
Microsoft Teams Meeting Room - Service AAlfa Connections Pte LtdImplementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
+1
Applicable to:
Meeting Rooms for Microsoft Teams
35 out of 60
Microsoft 365 License AuditLouisville Geek LLCThe goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Mobile Device Management
36 out of 60
Power BI - 4 Weeks ImplementationMismo Systems Private LimitedWe help you design and build scalable, secure, and user-centric Power BI solutions that unify your data, unlock actionable insights, and enable smarter decision-making across your organization.
+1
Applicable to:
Power BI apps
37 out of 60
VIVA_Employee_Experience: 12-Wk ImplNTT DATA EMEALAssessment and Implementation of Viva Insights, Viva Learning, Viva Topics or Viva Connection
+3
Applicable to:
Knowledge & Insights
Teamwork Deployment
Workplace Analytics
38 out of 60
Endpoint Manager for Desktops - Financial Services: 3-Months Proof of ConceptProtected TrustIncrease productivity, reduce administrative costs, enhance security profiles and meet compliance requirements
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
39 out of 60
Dynamics 365 Localization: 4-Hr BriefingQualysoft Informatikai Zártkörűen Működő RészvénytársaságOur 4-Hr Briefing, we will cover all the US and Hungarian regulatory requirements and provide possible solutions for your Microsoft Dynamics 365 Enterprise Resource Planning system to fit these.
+3
Applicable to:
Finance
Sales
Business Central
40 out of 60
Microsoft 365: 2-Week AssessmentPractical Solutions, IncEstablish a clear roadmap and change management plan for your journey to a modern workplace.
Prepare your organization for a secure and productive workplace by getting the most out of Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
41 out of 60
NashTech Power Platform: 1-Wk ImplementationNashTechBuild YOUR agile business processes with the Microsoft Power Platform
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
42 out of 60
Tableau to Power BI Metadata Accelerator: 4 Wk Migration AssessmentPrelude Systems IncTableau to Power BI Metadata Accelerator: Seamlessly Migrate and Maximize Your Data Insights
+1
Applicable to:
Power BI apps
43 out of 60
Dynamics 365 Business Central Support: 1-Hr AssessmentMetaOption LLCNeed additional implementation help to get moving using Microsoft Dynamics 365 Business Central? Receive one hour of support for Dynamics 365 Business Central.
+1
Applicable to:
Business Central
Dynamics 365 Business Central: 9-Wk ImplementationSyvantis Technologies, IncImplement Dynamics 365 Business Central and gain better integration with other systems while decreasing licensing costs.
+1
Applicable to:
Business Central
45 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
46 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
47 out of 60
Dynamics 365 Implementation: 3-Wk AssessmentEllipse SolutionsOne of the most extensive and accurate implementation assessments (including an exhaustive and thorough fit/gap analysis) for Microsoft Dynamics 365 for Finance and Operations!
+1
Applicable to:
Finance
48 out of 60
Dynamics 365 Admin/Deploy Onsite: 1-Day WorkshopDynamics EdgeThis instructor-led workshop provides students who administer/maintain Dynamics CRM Plan 1 or Customer Engagement versions with the skills to deploy and manage the Dynamics 365 (CRM) infrastructure.
+1
Applicable to:
Sales
49 out of 60
Dynamics 365 Discovery: 2-Day WorkshopEllipse SolutionsConsidering Dynamics 365 for Finance and Operations? Demystify the process through the time tested 2-Day Discovery Workshop to learn what it will take to successfully implement Dynamics 365!
+1
Applicable to:
Finance
50 out of 60
EMS 4-Week ImplementationKTL Solutions, Inc.KTL’s Enterprise Mobility and Security (EMS) solution provides mobile device endpoint security, data loss prevention, increased productivity, mobile content management and reduced technology overhead.
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
51 out of 60
SalesForce to Dynamics 365 Migration AssessmentBizappStreamlined migration from SalesForce to Dynamics 365, optimizing costs and data integration
+3
Applicable to:
Marketing
Sales
Customer Service
52 out of 60
Power Platform: 1-Day ImplementationatQorPower Platform Consulting and implementation services in your use case by Bitscape team
+2
Applicable to:
Power BI apps
Power Apps
53 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
54 out of 60
KK Modern Endpoint Management WorkshopKraft KennedyCreates the foundational platform for managing the attorney user experience and sets the groundwork for NextGen Windows Experiences and Refresh Your Devices Solution Plays
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
55 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
Customer Service
56 out of 60
Avanade Security Risk AssessmentAvanade, Inc.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.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
57 out of 60
Business Central Enhanced: 4-Week ImplementationDynamic ConsultingOur Enhanced package is perfect for organizations with an experienced bookkeeper or CFO/Controller that has experience and only needs us to complete the initial setup with minimal guidance.
+1
Applicable to:
Business Central
58 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
Customer Service
59 out of 60
Rapid Risk Assessment: 4-Wk AssessmentAscent Global, Inc.Immediate and long-term Microsoft security strategy assessment utilizing security tools such as Defender, Sentinel, and Cloud App Security.
+2
Applicable to:
Information Protection & Governance
Threat Protection
60 out of 60