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Financial Services
Become a trusted partner to your customers and differentiate your financial institution from competitors. Explore financial services offerings that help you create new value with innovative technology.
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Consulting services results for Financial Services
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Microsoft Viva: 12-week proof of concept
Awara IT Kazakhstan LLP
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Awara IT offers 12-weeks proof of concept will help businesses to launch their own unified Microsoft Viva project according to the global best practices.
1 out of 60
Creating Power BI Visualizations: 1-Hr Briefing
Tallan
+1
Applicable to:
Power BI apps
An introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
2 out of 60
Center of Excellence: 6-Wk Implementation
SPAN d.d.
+2
Applicable to:
Power BI apps
Power Apps
Establishing a Power Platform Center of Excellence
3 out of 60
Power BI for Business Analytics: 1-Day Workshop
MAQ Software
+1
Applicable to:
Power BI apps
A 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.
4 out of 60
Sii Copilot programme
Sii Sp. z o.o.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Did you know that by leveraging the combined power of Copilot and our expertise, you can empower your employees like never before.
5 out of 60
Synergy Advisor Security Engagement (Pilot+) for Microsoft Copilot for Security
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
A Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
6 out of 60
Viva Goals Launch:12-Wk Implementation
Engage Squared
+2
Applicable to:
Adoption & Change Management
Frontline Workers
The Viva Goals launch engagement is designed to support organisations who want to launch Viva Goals into their organisation and create a purpose-driven culture.
7 out of 60
Copilot workshop
Saxon Global Inc.
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teams Custom Solutions
The Copilot Assessment workshop by Saxon.AI is designed to empower participants in leveraging Copilot also across diverse business functions. Attendees will gain hands-on experience with Copilot
8 out of 60
Power BI: 3-Day Proof of Concept
Inviso Corporation
+1
Applicable to:
Power BI apps
Using your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
9 out of 60
AVI-SPL MTR Pro Tier II Support: 12-Month Implementation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Get 24×7 live human technical assistance for Microsoft Teams Rooms certified device issues that cannot be resolved through Artificial Intelligence remediation
10 out of 60
Power Platform Hands-On: 2-Day Workshop
Confluent
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
11 out of 60
Power Automate : 2 Days assessment
Minsait
+2
Applicable to:
Power Automate
Power Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform projects.
12 out of 60
HCLTech Fusion Endpoint Detection and Response (FEDR) - 10 Days Implementation
HCL Technologies Limited.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
HCLTech FEDR (Fusion Endpoint Detection and Response) services powered by Microsoft Defender for Endpoint
13 out of 60
Microsoft 365 Endpoint Manager Deployment Roadmap Assessment - 4 Week Assessment
Protiviti
+1
Applicable to:
Cloud Security
Actionable plan and high-level view to move towards a successful Microsoft Endpoint Manager (MEM) deployment and migration
14 out of 60
Microsoft Copilot Studio Chatbot
Managed Solution
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Transform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
15 out of 60
Teams LOB Application and Power Platform
Dell Technologies Services
+3
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Teamwork Deployment
Dell Technologies Consulting Services offers a variety of services for teams including onboarding, adoption & change management, calling and meetings, business applications with Power Platform.
16 out of 60
Power Apps discovery: 3 Days Workshop
Make the shift lda
+1
Applicable to:
Power Apps
Learn, discover and test how Microsoft low code solutions can propel the digital transformation of your organization.
17 out of 60
Dedicated Support Engineer: 10-Wk Implementation
PowerObjects An HCL Company
+3
Applicable to:
Sales
Customer Service
Field Service
PowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
18 out of 60
DLP Implementation and Tuning Services
INFOTECHTION
+3
Applicable to:
Cloud Security
Information Protection & Governance
Insider Risk
Reduce alert volume by 70% and achieve greater granularity in DLP alert to prioritise key risks.
19 out of 60
InfoPath to Power Apps: 10-Hr Implementation
IW Mentor
+1
Applicable to:
Power Apps
Move away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
20 out of 60
Microsoft 365 Migration: 10-Wk Implementation
Neway Technologies
+2
Applicable to:
Cloud Security
Power Platform for Teams
Successfully migrate your Microsoft 365 environment to a managed services model.
21 out of 60
Business Central Essentials: 15-Day Implementation
Cynoteck Technology Solutions
+1
Applicable to:
Business Central
Streamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
22 out of 60
Unified Endpoint Mgmt. - 6 Weeks - Implementation
TCS - Digital Workplace
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Threat Protection
TCS Unified Endpoint Management combines Microsoft Intune, Microsoft Defender for Endpoint and Configuration Manager solutions to provide modern management of endpoints with a Zero Trust strategy.
23 out of 60
Microsoft Viva: 5-days Implementation
ProServeIT
+2
Applicable to:
Frontline Workers
Knowledge & Insights
Our Viva offer makes Microsoft Teams the Hub for communications, knowledge, resources, and insights.
24 out of 60
Microsoft 365 Security Health Check Assessment 3-Wk
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
25 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POC
TTEC Digital
+2
Applicable to:
Marketing
Customer Insights
Your customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
26 out of 60
Custom Power BI Dashboard: 1-Day Workshop
Nihilent Technologies, Inc
+1
Applicable to:
Power BI apps
A hands-on training workshop on Power BI for your team at your location, with your data.
27 out of 60
Alithya Dynamics 365 Customer Insights
Alithya Fullscope Solutions, Inc.
+1
Applicable to:
Customer Insights
Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
28 out of 60
Tableau to Power BI Migration: 3 Week Proof of Concept
Nous Infosystems Inc.
+1
Applicable to:
Power BI apps
Accelerate Tableau to Power BI migration at optimized costs with Nous.
29 out of 60
Intranet powered by Microsoft VIVA 8-week Implementation
XMS Technologies
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Implement a friendly and modern intranet that can help improve employees engagement while using the same tools the users are familiar with, particularly Microsoft Teams
30 out of 60
CoE Power Platform : 1 Day assessment
Minsait
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
In this proposal, we demonstrate the differential value that Minsait offers in the implementation of Power Platform Center Of Excellence.
31 out of 60
Intelligent Workplace for Sales-Implementierung 8W
DIGITALL Nature Germany GmbH
+3
Applicable to:
Sales
Customer Insights
Power Apps
Gestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
32 out of 60
Wragby BT - Catalyst: 2-weeks Envision Workshop
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Supply Chain Management
Finance
Business Central
Wragby Business Transformation Workshop leverages the Microsoft Catalyst framework to transform businesses using business process automation applications. The workshop is delivered in 2 weeks.
33 out of 60
Microsoft 365 Copilot Readiness
PT Alfa Koneksi Indonesia
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
We help you to understand and realize the business value of Generative AI capabilities within your workplace environment.
34 out of 60
HCLTech Business Email Protection: 10-Days Implementation
HCL Technologies Limited.
+1
Applicable to:
Threat Protection
HCLTech Business Email Protection (BEP) Powered By Microsoft EOP and MDO, Enable real time Business Email Protection alerting and automated remediation for email service hosted on Microsoft platform
35 out of 60
Microsoft Teams Meeting Room - Service A
Alfa Connections Pte Ltd
+1
Applicable to:
Meeting Rooms for Microsoft Teams
Implementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
36 out of 60
Cybersecurity Advisory Microsoft 365 1-wk Workshop
NTT Limited
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
Cybersecurity Advisory for Microsoft 365 is an asset-based consulting engagement that uses workshops and interviews to assess maturity across Microsoft 365 technologies and related people & processes.
37 out of 60
Kick-Starting Power Apps Project Delivery: 3-Week Assessment
EPAM
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
3-Week Assessment Workshop: Explore, identify, measure and foresee the future solution with Power Apps
38 out of 60
Unified Interface Migration: 2-Day Assessment
Hitachi Solutions
+3
Applicable to:
Sales
Customer Service
Field Service
Our 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.
39 out of 60
Microsoft 365 Copilot: Org-wide launch 6-Month Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Launch Microsoft 365 Copilot into your organisation with the help of our adoption and change management consultants
40 out of 60
Securing On-prem AD with Defender for Identity 3-Wk | Implementation/POC
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
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
41 out of 60
"Modernize Communications with Teams Phone: 1-Day Workshop."
One Diversified
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Organizations require a modern workplace voice solution with phone system calling capabilities enabled to integrate with their video, meeting room and communication eco-system.
42 out of 60
Dell Technologies Adoption & Change Management for Microsoft 365
Dell Technologies Services
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Dell Technologies ACM Services are a disciplined approach to enhancing the speed, adoption, and sustainability of business transformations.
43 out of 60
Transition to Microsoft 365: 6-mth Implementation
Engage Squared
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
Our 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
44 out of 60
DXC Modern Workplace Implementation
DXC
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
With millions working from home globally, DXC Technology helps businesses rapidly deploy, secure and scale remote working solutions. Enable your employees to work, connect and collaborate — with a mor
45 out of 60
Microsoft Entra Cloud Permissions Risk Check: 15-Days Workshop
Wipro Ltd
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Wipro's Entra cloud permission workshop to help enterprises rapidly enable the service with Azure, and multi-cloud providers to discover privilege permission risks associated with identities
46 out of 60
Contract Management System - 4 Weeks Implementation
LTIMindtree Limited
+2
Applicable to:
Power Automate
Power Apps
The contract management system has been developed to track the creation, approvals and analyze different stages for contracts.
47 out of 60
Wragby Business Process Automation: 1-month Implementation
Wragby Business Solutions & Technologies Limited
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Use low-code solutions to build custom apps and automate manual workflows.
48 out of 60
Power BI Premium for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An 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 .
49 out of 60
MDR for Microsoft Defender
ADEO BILISIM DANISMANLIK HIZMETLERI SAN. VE TIC. A.S.
+2
Applicable to:
Cloud Security
Threat Protection
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.
50 out of 60
Software and Cloud Optimization Service for Modern Work 8 - 10 week Implementation
Crayon US
+2
Applicable to:
Compliance Advisory Services
Knowledge & Insights
Collaborate with our licensing specialists to gain a thorough understanding of your current Microsoft 365 environment, licensing status, and establish your future roadmap.
51 out of 60
Collaborative Apps with Microsoft Teams - 2 weeks - Proof of Concept
TCS - Digital Workplace
+2
Applicable to:
Frontline Workers
Teams Custom Solutions
TCS 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.
52 out of 60
Dynamics 365 Finance 10-Wk Implementation
HSO US (AKA)
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
Dynamics 365 Finance & Supply Chain Implementation Services
53 out of 60
Synergy Advisor POC-in-a-box for Microsoft Copilot for Security
Synergy Advisors LLC
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
Enhance your security posture with Synergy Advisor POC-in-a-box for Microsoft Copilot for Security
54 out of 60
Secure Identity Assessment
Managed Solution
+1
Applicable to:
Compliance Advisory Services
Managed Solution to assess the existing Active Directory infrastructure with the goal of developing a roadmap for future identity management and use of additional features within Microsoft365
55 out of 60
Act! CRM Migration All Enti: 4-Day Implementation
MTC
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Four-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
56 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free Consultation
AVI-SPL
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
A free preliminary consultation session for customers considering or planning to deploy Teams Rooms Systems.
57 out of 60
Introduction to Power BI: 2-Hr Briefing
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
An introduction to Microsoft Power BI and how it can unlock value for your business.
58 out of 60
Virtusa Low Code App & Business Process Assessment: 8-Week Assessment
VIRTUSA LTD
+1
Applicable to:
Power Apps
A business process and application digitalization assessment by Virtusa to provide realistic roadmap for transformation of legacy applications and processes by addressing and mitigating the challenges
59 out of 60
Microsoft Copilot: Build Intent Workshop: 2-4Wk Workshop
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Discover how Microsoft 365 Copilot can help you harness organisational data and intelligence and augment the skills of your employees to enhance business operations in this workshop
60 out of 60
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