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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 365 Copilot: Optimise your environment 6-Wk Assessment
Engage Squared
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
Review your existing technical environment and let Engage Squared provide recommendations on steps you should take to be ready for Microsoft 365 Copilot.
1 out of 60
Viva Insight Employee Experience: 2-WK Implementation
PC SOLUTIONS PRIVATE LIMITED
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Viva Insights is part of Microsoft Viva. PC Solution will help the organization to create/enable a platform that will help employees to connect, focus, learn and thrive at work.
2 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, Alignment
NewTech
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
This engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
3 out of 60
DXC OpenAI Advisory Integration Service – Modern Workplace
DXC
+1
Applicable to:
Compliance Advisory Services
Ensuring your business is positioned to compete in a world where Generative AI is poised to give a significant advantage to organizations that leverage its capabilities.
4 out of 60
Dynamics 365 BC Premium: 5-Day Assessment
Sikich, LLP.
+1
Applicable to:
Business Central
An in-depth engagement to demonstrate how Microsoft Dynamics 365 Business Central can help you increase revenue, reduce costs, and meet strategic goals.
5 out of 60
Viva Employee Experience 1-hour Engagement (free of cost)
NewTech
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
This workshop is the entry point for Viva apps, giving the customer an overview of the capabilities of the basic and premium components of each Viva app
6 out of 60
CustomerServices: 2-Month Implementação + Copilot
Bizapp
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Em 2 meses tenha disponível uma central de atendimento completa com recursos de autoatendimento (base de conhecimento/BOT), multicanal (e-mail, chat, telefone, outros) e CoPilot da Microsoft.
7 out of 60
Planner
Innovative-e Inc.
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teams Custom Solutions
Cloud-based collaborative project and work mgt solutions provide the fastest possible deployment time at the lowest initial investment levels. Microsoft Planner is a highly capable, flexible solution.
8 out of 60
D365 Sales&Marketing+CoPilot: 10Wk Implementation
Bizapp
+3
Applicable to:
Marketing
Sales
Customer Insights
Serviços de Análise, Planejamento e Implantação do Microsoft Dynamics 365 Customer Insights, Marketing & Sales + CoPilot
9 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.
10 out of 60
Red Canary Cloud Security Assessment
Red Canary
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Assess your security posture, look for vulnerabilities and identity risks with recommendations to mitigate with a Microsoft Security Assessment
11 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.
12 out of 60
Bus Central + Data Migration: 12-Wk Implementation
TrimaxSecure
+1
Applicable to:
Business Central
Launch Dynamics 365 Business Central with 1-year transaction history data migration via a proven plan so changing financial management systems doesn’t get in the way of running your business.
13 out of 60
Windows 365 Implementation
Alfa Connections Pte Ltd
+1
Applicable to:
Device Deployment & Management
Windows 365 is a cloud-based service that automatically creates a new type of Windows virtual machine (Cloud PCs).
14 out of 60
Microsoft Priva - Privacy Mgmt Implementation: 16-Wks
Wipro Ltd
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Wipro will assess organization's privacy posture and implement controls to reduce privacy risks on Microsoft 365 environment by leveraging Wipro's framework and Microsoft Priva solution.
15 out of 60
Pure Discovery: Workshop
Pure Company Sp. z o.o.
+1
Applicable to:
Power BI apps
1-day workshop identifying AS-IS reporting gaps and issues, in order to propose TO-BE Power BI architecture
16 out of 60
Tenant to Tenant Migration: 4 Hour Assessment
B&R Business Solutions
+2
Applicable to:
Adoption & Change Management
Teamwork Deployment
During this Assessment we review business requirements, desired outcomes, existing tenant & future tenant configuration, potential problems to create a road map/success plan for upcoming migration.
17 out of 60
Build Custom Application with Power App and Power Automate: One-Months Implementation
PROLIFICS CORPORATION PRIVATE LIMITED
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This offering is for clients who need to automate small business operations without the need to handle hardware, infrastructure and other “plumbing” related work.
18 out of 60
Insurance Premium Audit Automation – 2 Hours Briefing
Happiest Minds Technologies Limited
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This briefing session aims to assist potential customers in understanding the use cases and problem areas that are addressed, as well as the significant business advantages offered.
19 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk Assessment
Engage Squared
+1
Applicable to:
Knowledge & Insights
Understand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
20 out of 60
teams_premium_AI_readiness_workshop
One Diversified
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Elevate your capabilities in planning, deploying, securing, utilizing, and governing Teams Premium in the enterprise.
21 out of 60
Dynamics 365 Sales: 2 Hours assessment
Evincible Solutions
+3
Applicable to:
Marketing
Sales
Customer Service
Explore how Dynamics 365 Sales can be beneficial for your Organization in a 2-hour assessment plan..!
22 out of 60
Avanade Connected Workplace 1/2 Day Briefing FY24
Avanade, Inc.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Workplace Analytics
Reimagine your workplace; explore how you can use Intelligent Workplace strategies and technology for the benefit of people, productivity, and the planet.
23 out of 60
Microsoft Defender for Endpoint Professional Services: 1-Wk Implementation
Optiv Security Inc.
+3
Applicable to:
Information Protection & Governance
Knowledge & Insights
Threat Protection
Provide comprehensive, powerful protection at your organization's endpoints from Optiv utilizing the Microsoft Defender for Endpoint solution.
24 out of 60
Power Automate Practice 4-Wk Implementation
Tech Mahindra Limited
+1
Applicable to:
Power Apps
Power Automation Practice Build Up in a 4-Wk Implementation
25 out of 60
Create a Power App: 1-day Workshop
Tech Mahindra Limited
+1
Applicable to:
Power Apps
Tech Mahindra provides a free one-day workshop to learn PowerApps with hands-on labs and content to create an App needed for your organization.
26 out of 60
Endpoint Management Solutions: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Discover how Signal Alliance Consulting enables users in your organization to be productive, on any device, without compromising IT security by leveraging Microsoft Endpoint Management.
27 out of 60
Google Workspace to Microsoft 365 Migration: 3 - Week Implementation
Star Knowledge Ventures, LLP
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
Streamline your organization's migration to Microsoft 365 with our expert services. Enjoy a smooth and secure transition, unlocking the full power of cloud-based productivity tools.
28 out of 60
Microsoft Data Compliance Consulting Services - 2 Weeks Assessment
Armis, Sistemas de Informação, Lda
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Information Protection & Governance
The Microsoft 365 Compliance assessment helps organizations implement a compliance strategy that accelerates and streamlines data security and governance while reducing risk.
29 out of 60
HPT Digital Workplace Adoption_4weeks
HPT Vietnam Corporation
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
The application of standard processes and tools for leading the people side of change
30 out of 60
Copilot for Microsoft 365 Adoption Accelerator
Presidio
+1
Applicable to:
Adoption & Change Management
Align goals and measure success with a Copilot with a Microsoft 365 Adoption Accelerator from Presidio.
31 out of 60
Windows 365 Cloud PC: 4-Wk Proof of Concept
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Identity & Access Management
Discover how Signal Alliance Consulting helps you get started with Windows 365, the worlds first cloud PC that helps you access your data from anywhere, anytime from any device.
32 out of 60
Application Lifecycle Management - Managed Service Engagement
Innovative-e Inc.
+2
Applicable to:
Power Platform for Teams
Teams Custom Solutions
Support you Microsoft Power Apps and Teams4PM applications with our Application Lifecycle Management Services.
33 out of 60
Atos || Pilot program for Windows 365
Atos International SAS
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
Atos Microsoft Windows 365 7 days engagement pilots hybrid work scenarios in customer environments using Windows 11, enabling the implementation of configurations and Intune policies for CloudPC.
34 out of 60
Rapid Migration for RPA: 4-6 WK Migration
Alithya Fullscope Solutions, Inc.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
35 out of 60
Power Platform: 1-Day Implementation
atQor
+2
Applicable to:
Power BI apps
Power Apps
Power Platform Consulting and implementation services in your use case by Bitscape team
36 out of 60
Dashboard-as-a-Service: 2-Day Implementation Using Power BI
Tecknoworks
+1
Applicable to:
Power BI apps
Begin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
37 out of 60
HPT Mitigate Compliance and Privacy Risk_1-Day Workshop
HPT Vietnam Corporation
+3
Applicable to:
Information Protection & Governance
Insider Risk
Threat Protection
Understand the risks and vulnerabilities related to organizational insiders and address their most pressing regulatory goals and challenges.
38 out of 60
Data Scraping 2-Week POC
SoftServe Inc.
+1
Applicable to:
Power Automate
SoftServe will provide a configurable and scalable component allowing you to scrape data from different data sources.
39 out of 60
Phone System 1h Engagement
NewTech
+2
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
This engagement is the entry point to understand the PBX and classic telephony into Microsoft Teams
40 out of 60
Fractional Accounting as a Service: 6-Month Implementation
Boyer & Associates
+1
Applicable to:
Business Central
Get the financial accounting help you need to reconcile bank and credit card statements from fractional accountants already skilled in Business Central.
41 out of 60
Alfa Connections Teams Phone – Calling Plans
Alfa Connections Pte Ltd
+1
Applicable to:
Calling for Microsoft Teams
Helping customers enable the modernize communications by adding the functionality such as making, receiving Phone calls to Microsoft Teams
42 out of 60
Red Canary Defend Against Threats Siem Plus XDR Workshop
Red Canary
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Gain visibility into immediate threats across email, identity, and data, plus clarity and support on how to upgrade your security posture with a strategic plan customized for your organization.
43 out of 60
Viva Glint: 8-Wk Implementation
Engage Squared
+2
Applicable to:
Frontline Workers
Knowledge & Insights
This comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
44 out of 60
Introducing Copilot for Microsoft 365: 1-hour Workshop
The Cloud Factory EMEA Ltd.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Explore the potential of Copilot for Microsoft 365 in a 1-hour exclusive session by The Cloud Factory, designed for senior executives. Gain insights for effective deployment & digital transformation.
45 out of 60
Dynamics 365 FO Financials: 5-Day Workshop
Turnkey Tec
+1
Applicable to:
Finance
*A hands-on training bootcamp to learn the financials functionality in Microsoft Dynamics 365 for Finance and Operations, aligned with skills measured in the MB-310 Financials certification exam.
46 out of 60
Consult with a PowerApps MVP: 10-Hr Implementation
IW Mentor
+1
Applicable to:
Power Apps
PowerApps Remote Support / Consulting
47 out of 60
Power BI Foundation: 8-Day Assessment by BiTQ
BiTQ PTY LTD
+1
Applicable to:
Power BI apps
We aim to help your business, maximise the value of your data, using our expertise in Power BI
48 out of 60
Power BI Embedded for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An 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.
49 out of 60
Microsoft Viva Employee Experience aboutxtreme
aboutxtreme.com
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
Microsoft Viva Employee Experience engagement provides the gateway to the modern employee and tailored learning experience targeted towards the HR and end-users.
50 out of 60
KK Teams Calling (Voice) Implementation
Kraft Kennedy
+3
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
This implementation guides an organization through the process of implementing Microsoft Teams to serve as a reliable, high quality enterprise voice solution.
51 out of 60
Power Apps : 2Weeks Assessment
Quadrant Resource LLC
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Quadrant Power platform Assessment introduces you to features and functionality of Microsoft Power platform to help you better Analyze data, build solutions, automate process and create virtual agents
52 out of 60
Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks Assessment
LTIMindtree Limited
+1
Applicable to:
Knowledge & Insights
Discover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
53 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week Assessment
Coretek Services
+3
Applicable to:
Cloud Security
Information Protection & Governance
Knowledge & Insights
Evaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
54 out of 60
Solution Assessment for Security: 30 Day
Concurrency, Inc.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
An assessment to evaluate security posture, identify potential vulnerabilities and risks, and provide mitigation recommendations.
55 out of 60
Viva Goals Discovery Workshop - 1 day assessment
XRM Vision
+1
Applicable to:
Workplace Analytics
XRM Vision helps organizations bridge the gap between yearly executive planning cycles and Project Managers using Viva Goals and Microsoft PPM technologies.
56 out of 60
Microsoft Endpoint Management (Intune): 8 Week Implementation
SIMPLICITY IT INC.
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
Our 8 week Intune Implementation is designed to help customers with Microsoft 365 Business Premium or Enterprise E3 or E5 to fully utilize Intune that is INCLUDED in the licensing
57 out of 60
MDR Workshop
Grant Thornton LLP
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Maximize Your Security Posture with Grant Thornton's MDR Program Assessment
58 out of 60
Power Platform: 2-Week Proof of Concept
IMPERIUM DYNAMICS LLC
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
Adopt Power platform for a basic customer relationship scenario
59 out of 60
IN - Crayon's SharePoint Assessment Service
Crayon
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
Crayon's SharePoint Assessment enhances architecture, performance, security, usability, and migration readiness, delivering expert insights for optimization.
60 out of 60
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