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Consulting services results for Financial Services
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Finance&Operations AR Daily Task: 1-Day WorkshopDynamics EdgeThis instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
+1
Applicable to:
Finance
1 out of 60
Power BI: 2-Wk Proof of ConceptiLink Systems, Inc.Two-week Power BI Proof of Concept (PoC) utilizing your data and industry best practices to demonstrate the capabilities of Power BI.
+1
Applicable to:
Power BI apps
2 out of 60
Microsoft 365 Endpoint Manager Deployment Roadmap Assessment - 4 Week AssessmentProtivitiActionable plan and high-level view to move towards a successful Microsoft Endpoint Manager (MEM) deployment and migration
+1
Applicable to:
Cloud Security
3 out of 60
Teams Direct Routing Pilot: 8 Week ImplementationWorld Wide TechnologyThis offering provides small pilot deployments for customers who want to evaluate the service, prior to implementing large multi-site global rollouts.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
4 out of 60
MDR WorkshopGrant Thornton LLPMaximize Your Security Posture with Grant Thornton's MDR Program Assessment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
5 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
6 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
7 out of 60
Marketing Automation Onsite: 1-Day WorkshopDynamics EdgeThis engagement will provide marketing professionals with the skills and knowledge to run the marketing portion of Dynamics 365 CRM. Delivered at your site.
+1
Applicable to:
Sales
8 out of 60
Modern Workplace AssessmentHTGThis assessment supports businesses in their cloud journey to quickly develop or migrate into a modern cloud-based organisation by implementing a Software as a Service Strategy with Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
9 out of 60
Dynamics 365 Business Central - Financials Package: 8-Wk ImplementationAlta Vista TechnologyIn our 8-week implementation, we deploy the GL, AP, AR, and Core Reporting modules, getting you off of your feet and to the cloud.
+1
Applicable to:
Business Central
10 out of 60
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
11 out of 60
Financials SelfStart: 1-Hr ImplementationColumbusThis free on-demand engagement provides support assistance for your implementation of Dynamics 365 Finance and Operations, Business Edition.
+1
Applicable to:
Business Central
12 out of 60
Cloud Contact Center: 1-Day BriefingPerficient IncThis briefing will share insights on how you can use Microsoft Dynamics 365 to drive new opportunities in your contact center.
+2
Applicable to:
Sales
Customer Service
13 out of 60
Tier 3 First Class: 3-Wk ImplementationTechnology Management ConceptsA deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
+1
Applicable to:
Business Central
14 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
Sales
Customer Service
Field Service
15 out of 60
Power Platform Development Studio: 4-Wk ImplementationSpyglass MTG, LLCSpyglass provides a model in which Power Apps, Power Automate, and Power BI solutions can be submitted for development with quick and efficient turn around times.
+1
Applicable to:
Power Apps
16 out of 60
AI-Enhanced Workflow Automation With Power AutomateWAi TechnologiesTo streamline your business processes with our Power Automate Workflow Automation & AI Integration services
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
17 out of 60
Microsoft Dynamics 365 Customer ServiceCognizantCustomer Service solutions envisioning, deployment and support services based on Dynamics 365 Customer Service.
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
18 out of 60
Publicis Sapient Loan AcceleratorPublicis.Sapient USAPublicis Sapient Loan Accelerator will assist financial institutions with improving end to end mortgage origination process.
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
19 out of 60
Modernize Business Apps: 4-Week ImplementationEnlighten Designs LtdModernize your business apps and reduce your workplace administration
+1
Applicable to:
Power Apps
20 out of 60
Power Apps: 4-Wk ImplementationInfinion TechnologiesImprove your business performance with Infinion’s custom Power Apps Implementation that transforms business operations and delivers multiple benefits to the client.
+1
Applicable to:
Power Apps
21 out of 60
Symity Microsoft 365 Adoption & Training ServicesSYMITY, part of Charterhouse Voice & Data LtdMaximise your investment in Microsoft 365 by taking your employees on a journey of effective training and discover how to be more productive.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
22 out of 60
Center of Excellence: 6-Wk ImplementationSPAN d.d.Establishing a Power Platform Center of Excellence
+2
Applicable to:
Power BI apps
Power Apps
23 out of 60
Automate Repetitive Processes with Robotic Process Automation (RPA)Ha-Shem LimitedThis offer helps organizations automate Repetitive Processes with RPA, or Simply Bots. Bots are any set of applications used to capture data and manipulate applications to perform repetitive tasks.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
24 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
25 out of 60
Dynamics 365 BC Process Review: 1-Wk AssessmentLBMC Technology SolutionsA review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
+1
Applicable to:
Business Central
26 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
27 out of 60
Reduce your Microsoft 365 budget and optimize the usagesChrysalis SAS SmartViewTechnical Audit of Your Microsoft 365 Licenses and User Adoption with 365Metrics
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
28 out of 60
Migration to Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
+1
Applicable to:
Power BI apps
29 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
30 out of 60
Loan Vision: 10-Week ImplementationBestborn Business Solutions, LLCMortgage Industry Finance System
+1
Applicable to:
Business Central
31 out of 60
Copilot for Microsoft 365 Adoption Accelerator: Proof of ConceptPresidioAlign goals and measure success with a Copilot Adoption Accelerator from Presidio.
+1
Applicable to:
Adoption & Change Management
32 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
33 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
34 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
35 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
36 out of 60
Firstsource Low Code Solutions – 4 to 6 weeks ImplementationFIRSTSOURCE SOLUTIONS LIMITEDIf you are running various processes on excel sheets, you can rapidly kick-off to deployment of custom low-code apps in 4 weeks. We will help you go digital using Power Apps Solutions.
+1
Applicable to:
Power Apps
37 out of 60
Omnichannel Contact Centre: 12 Wk+ Implementation for AI-driven Customer SupportEnterprisecloudDeliver Seamless, AI-Powered Customer Support with Dynamics 365
Transform Customer Service with Microsoft Omnichannel Contact Centre
Transform Customer Service with Microsoft Omnichannel Contac
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
38 out of 60
Power of 3 and COE 4-Wk ImplementationNeudesicBuild 3 Power Apps and Center of Excellence
+1
Applicable to:
Power Apps
39 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
40 out of 60
IT Operations Dashboard: 10-Day ImplementationiLink Systems, Inc.An in-depth engagement leading to an implementation of an IT Operations Dashboard.
+1
Applicable to:
Power BI apps
41 out of 60
Manage Financial Risk - 4 hour WorkshopsaglobalDynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
+1
Applicable to:
Finance
42 out of 60
Copilot Launch: Kickstart Implementation of Copilot for Microsoft 365Ravanty Tech Consulting, Inc.Kickstart your Copilot for Microsoft 365 journey with essential preparedness, setup, and training.
+1
Applicable to:
Adoption & Change Management
43 out of 60
Sage 100 to Business Central: 2-Hr AssessmentIntegrated Computer Systems SupportSage 100 users who want to learn about the new Microsoft Dynamics 365 Business Central offering and the transition process to move from Sage 100, this assessment is perfect for you.
+1
Applicable to:
Business Central
44 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
45 out of 60
Power Platform Center of Excellence: Free 1-Hour BriefingMAQ SoftwareEnhance your Power Platform expertise with a Center of Excellence
+1
Applicable to:
Power Apps
46 out of 60
Microsoft Teams E911 Compliance Assessment - 1 DayMagenium Solutions, LLCIn just 1 day we will examine your Teams and Microsoft 365 environment, deliver a report of findings and key action items needed for compliance.
+2
Applicable to:
Calling for Microsoft Teams
Compliance Advisory Services
47 out of 60
PowerApp in a Day Workshop: 1-Hr AssessmentCynoteck Technology SolutionsLearn how Microsoft Power App in a Day Workshop program can be beneficial for you and your business.
+1
Applicable to:
Power Apps
48 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
49 out of 60
Extensions/Deployment (AX) : 5-Day WorkshopDynamics EdgeThis instructor-led hands-on lab workshop will improve technical skills used in development for Microsoft Dynamics 365 for Finance and Operations and Dynamics 365 for Retail. Delivered at your site.
+1
Applicable to:
Finance
50 out of 60
Teams Calling Migration : 4-Wk ImplementationNeway TechnologiesMigrate from your outdated telephony solution to Microsoft Teams Calling
+1
Applicable to:
Calling for Microsoft Teams
51 out of 60
Secure Enclave: 12-Week ImplementationKTL Solutions, Inc.KTL will configure and implement Office 365, Enterprise Mobility & Security, and Windows 10 Enterprise features in a Virtual Desktop Infrastructure in Azure Government and configure Azure Sentinel.
+1
Applicable to:
Adoption & Change Management
52 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentSIROCo LLCA free in-depth assessment of your business to determine if Dynamics 365 Business Central is a good fit for your organization.
+1
Applicable to:
Business Central
53 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
54 out of 60
InfoPath to Power Apps : 2Weeks AssessmentUST Global2Weeks Assessment by UST’s Power Apps Consulting team for InfoPath to Power Apps migration assessment and understanding the customer’s current layout
+1
Applicable to:
Power Apps
55 out of 60
Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree LimitedDiscover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
+1
Applicable to:
Knowledge & Insights
56 out of 60
Defender for Endpoint Managed Servicee2e-assure LtdMicrosoft Defender Managed Services, 24/7 detection and response to cyber attacks through Defender.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
57 out of 60
D365 BC: 1-Hr Proof of ConceptSIROCo LLCFor organizations that are evaluating a transition to D365 BC, our assessment and proof of concept session is a great value add in your decision process.
+1
Applicable to:
Business Central
58 out of 60
Teams Phone for Call Centers - 5 Week AssessmentProtivitiActionable Plan and High-Level View to Move Towards a Successful Implementation of Teams Phone for Call Centers
+2
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
59 out of 60
Dynamics 365 Performance Review: 5-Day AssessmentenCloud9This analysis is designed to identify performance issues related to your Microsoft Dynamics 365 and develop a plan to optimize the performance of your CRM.
+2
Applicable to:
Sales
Customer Service
60 out of 60