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Consulting services results for Financial Services
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Viva Readiness Review: 1-Week AssessmentCircle T Industries Pty LtdDiscover how Microsoft Viva can fit into your organization with a review of your Microsoft 365 Investment and Utilisation.
+1
Applicable to:
Knowledge & Insights
Knowledge & Insights1 out of 60
Power Apps – 4 Weeks MVPApexonAI-Powered Digital Transformation with Power Platform
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Power BI appsPower AutomatePower Apps2 out of 60
Microsoft Viva: 12-week proof of conceptAwara IT Kazakhstan LLPAwara IT offers 12-weeks proof of concept will help businesses to launch their own unified Microsoft Viva project according to the global best practices.
+2
Applicable to:
Adoption & Change ManagementKnowledge & Insights
Adoption & Change ManagementKnowledge & Insights3 out of 60
Legacy Data Migration and Optimization: 52-Wk MigrationLighthouse GlobalThis engagement delivers defensible migration from legacy on-prem archives to Microsoft 365, mapping to the Microsoft Purview suite of tools.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
Compliance Advisory ServicesInformation Protection & GovernanceInsider Risk4 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentKnaster Technology GroupIs Microsoft Dynamics 365 Business Central the right solution for your business? Spend two hours with us to compare its capabilities with your unique requirements and challenges.
+1
Applicable to:
Business Central
Business Central5 out of 60
Business Process Optimization: 6 Wk ImplementationSparkhound LLCStandardize, Optimize, and Automate Business Processes
+1
Applicable to:Power Automate
Power Automate6 out of 60
Cloud Endpoint Management: 2-Hour BriefingRavanty Tech Consulting, Inc.Envision the power of Microsoft’s Modern Cloud Endpoint Management and Security with Microsoft Intune
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
Device Deployment & ManagementMobile Device Management7 out of 60
Launch Dynamics: 8-Hr ImplementationIntellitec Solutions LLCAssistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, this will have you up and running fast.
+1
Applicable to:Business Central
Business Central8 out of 60
Transition to Microsoft 365: 6-mth ImplementationEngage SquaredOur 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
+2
Applicable to:Adoption & Change Management
Meetings for Microsoft Teams
Adoption & Change ManagementMeetings for Microsoft Teams9 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
Cloud Security10 out of 60
KK_Exchange_Migration Consulting ServicesKraft KennedyMoving to Exchange Online significantly extends the use of Microsoft 365 by modernizing communication infrastructure, enhancing security, and unlocking integrated productivity features.
+3
Applicable to:Adoption & Change ManagementCloud SecurityDevice Deployment & Management
Adoption & Change ManagementCloud SecurityDevice Deployment & Management11 out of 60
Viva Learning Quick-Start: 6-Wk ImplementationEngage SquaredViva Learning helps people and businesses evolve skills and talent, ensuring it fosters a learning culture while also future proofing organisations by expanding employee capabilities.
+2
Applicable to:
Frontline WorkersKnowledge & Insights
Frontline WorkersKnowledge & Insights12 out of 60
MicroAge ManageWise for Microsoft 365 CopilotMicroAgeMicrosoft 365 Copilot Readiness and Optimization Assessment to provide an integrated plan for implementation and risk analysis including Circle of Excellence user training.
+3
Applicable to:Adoption & Change ManagementKnowledge & Insights
Workplace Analytics
Adoption & Change ManagementKnowledge & InsightsWorkplace Analytics13 out of 60
Microsoft Viva Insights WorkshopCovenant Technology PartnersMicrosoft 365 Viva Insights Workshop: Bring together communications and insights! 8-hour workshop
+3
Applicable to:Adoption & Change ManagementFrontline WorkersKnowledge & Insights
Adoption & Change ManagementFrontline WorkersKnowledge & Insights14 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
Cloud SecurityIdentity & Access ManagementThreat Protection15 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentFolio3 Dynamics AX ServicesHave a 1-on-1 with Dynamics 365 Business Central experts (no sales people, just developers) having 15+ years of experience. Their insights will help you make the right decision for your business.
+1
Applicable to:Business Central
Business Central16 out of 60
Teams Phone System - 4 Wk ImplementationCarousel Industries of North America, Inc.Microsoft Teams Phone System Planning and Implementation
Teams Direct Routing
Phone System
Cloud Accelerator Teams Workshops
Cloud PBX
+1
Applicable to:
Calling for Microsoft Teams
Calling for Microsoft Teams17 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology LtdSpeak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
+3
Applicable to:Cloud SecurityIdentity & Access Management
Teamwork Deployment
Cloud SecurityIdentity & Access ManagementTeamwork Deployment18 out of 60
Dynamics 365 911: 4-Hr AssessmentFusion AllianceGet immediate, actionable advice on your most pressing Dynamics 365 issues.
+1
Applicable to:
Finance
Finance19 out of 60
Security & Compliance Readiness: 2-Wk. AssessmentiCorps Technologies, InciCorps Security and Compliance Services provide a complete security assessment of your Microsoft platform and integrated services.
+3
Applicable to:Compliance Advisory ServicesInformation Protection & GovernanceThreat Protection
Compliance Advisory ServicesInformation Protection & GovernanceThreat Protection20 out of 60
Microsoft Endpoint Management (Intune): 8 Week ImplementationSIMPLICITY IT INC.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
+2
Applicable to:Device Deployment & ManagementMobile Device Management
Device Deployment & ManagementMobile Device Management21 out of 60
Automation Discovery: 4-Wk AssessmentFuture WorkforceIdentify & assess opportunities for automation
+1
Applicable to:Power Automate
Power Automate22 out of 60
Information Management: Information Management Advisory 12-month Consulting ServiceEngage SquaredA monthly consulting service designed to provide mentoring, leadership and practical support to help manage your information in a secure and compliant way.
+1
Applicable to:Knowledge & Insights
Knowledge & Insights23 out of 60
Microsoft 365 License Optimization:1-hr AssessmentFrontier Technology, LLCReview current state of Microsoft Cloud Services plans and subscriptions. Optimize to a "Cloud first" business model that is potentially more cost effective.
+3
Applicable to:Adoption & Change ManagementCloud SecurityIdentity & Access Management
Adoption & Change ManagementCloud SecurityIdentity & Access Management24 out of 60
Retail Kiosk Program Workshop - 5 DaysCB5 SolutionsA secure kiosk management solution built for Zebra, Android and iOS devices in retail and finance services.
+3
Applicable to:Frontline WorkersIdentity & Access ManagementThreat Protection
Frontline WorkersIdentity & Access ManagementThreat Protection25 out of 60
Microsoft 365 OnDemand - 2 Week ImplementationProtivitiMicrosoft 365 On Demand Support - providing you with dedicated experts to support and maintain your Microsoft 365 environment
+3
Applicable to:Adoption & Change ManagementCloud SecurityKnowledge & Insights
Adoption & Change ManagementCloud SecurityKnowledge & Insights26 out of 60
Contextual Experiences with Viva: 2 Wks AssessmentTCS - Digital WorkplaceAddresses the workplace challenges, that of increased cognitive overload, fragmented attention, purposeful connections, continuous learning, insights over data and the preservation of knowledge.
+3
Applicable to:Frontline WorkersKnowledge & InsightsWorkplace Analytics
Frontline WorkersKnowledge & InsightsWorkplace Analytics27 out of 60
Deployment of Copilot for Microsoft 365Windows Management Experts, Inc.Enhance the productivity of Microsoft 365 with our premium Deployment service for Copilot for Microsoft 365.
+3
Applicable to:Identity & Access ManagementInformation Protection & GovernanceThreat Protection
Identity & Access ManagementInformation Protection & GovernanceThreat Protection28 out of 60
Dynamics 365 Finance & Operations: 4-Wk AssessmentQuantum Dynamix LLCTest drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
+1
Applicable to:Finance
Finance29 out of 60
Office 365 Managment: 1 Day AssessmentEze Castle IntegrationECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
+3
Applicable to:Device Deployment & ManagementIdentity & Access ManagementMobile Device Management
Device Deployment & ManagementIdentity & Access ManagementMobile Device Management30 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
Power Apps31 out of 60
CIS Config and Security: 2-Week AssessmentBBH SolutionsThis assessment includes a Systems Information Technology Assessment of your Microsoft 365 environment, and measures it against CIS benchmark guidelines.
+1
Applicable to:Compliance Advisory Services
Compliance Advisory Services32 out of 60
Dynamics 365 for Sales: 3-Hr Implementationtrue org cloudGet help with the set up and migration of Dynamics 365 for Sales
+1
Applicable to:
Sales
Sales33 out of 60
Microsoft Purview Data Security Basic Quick Start 10-week ImplementationEdgile, Inc.Drive Data Protection Sustainability with Edgile's Data Protection Methodology
+3
Applicable to:Compliance Advisory ServicesInformation Protection & GovernanceThreat Protection
Compliance Advisory ServicesInformation Protection & GovernanceThreat Protection34 out of 60
SharePoint Online Migration: 3-Day AssessmentGTconsultProvide organizations with a short but intensive consulting service to evaluate their readiness and requirements for migrating to SharePoint Online
+1
Applicable to:Adoption & Change Management
Adoption & Change ManagementMicrosoft 365 Secure Productivity WorkshopABTechnologiesEnable your team to work securely and productively using Microsoft 365 best practices.
+3
Applicable to:Adoption & Change ManagementCloud SecurityCompliance Advisory Services
Adoption & Change ManagementCloud SecurityCompliance Advisory Services36 out of 60
Business Central as your Bank GL: 1 Hr AssessmentCity Dynamics LtdThis assessment will guide you through how we've developed and implemented Dynamics 365 Business Central as the GL for a new start up or recently launched challenger bank, especially if you use Mambu.
+1
Applicable to:Business Central
Business Central37 out of 60
Offre d'accompagnement pour Copilot for SalesAPSOLUEPrise en main des usages de Copilot for Sales par les métiers
+1
Applicable to:Sales
Sales38 out of 60
Business Central Currency: 1-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will assess your Multicurrency readiness in Microsoft Dynamics 365 Business Central, interview you and show an example of currencies, exchange rates, and automating their update.
+1
Applicable to:Business Central
Business Central39 out of 60
Migrate to Power BIDataFactZDataFactZ - 12 Week Power BI Migration Consulting Package
+3
Applicable to:Power BI appsPower AutomatePower Apps
Power BI appsPower AutomatePower Apps40 out of 60
OSS Copilot MarketingOnSolution ServicesThis workshop shows how to deployment and Adoption Copilot to Marketing
+1
Applicable to:Adoption & Change Management
Adoption & Change Management41 out of 60
Lucidchart to Microsoft Visio Migration WorkshopSoHo Dragon Inc.Migration of Lucidchart files has never been easier. This workshop will guide you through the entire process, ensuring a smooth migration.
+3
Applicable to:Adoption & Change ManagementKnowledge & InsightsTeamwork Deployment
Adoption & Change ManagementKnowledge & InsightsTeamwork Deployment42 out of 60
Employee Experience w/Viva Insights Workshop-3 DayKiZAN TechnologiesDiscover Microsoft Viva Insights that help individuals, managers, and leaders gain personalized insights and actionable recommendations that help everyone in the organization thrive.
+3
Applicable to:Adoption & Change ManagementKnowledge & InsightsTeamwork Deployment
Adoption & Change ManagementKnowledge & InsightsTeamwork Deployment43 out of 60
Microsoft 365 Modern Work Copilot Readiness AssessmentEze Castle IntegrationWith the assistance of our certified experts, ECI can help firms gauge their current readiness as they look to adapt Copilot
+3
Applicable to:Adoption & Change ManagementKnowledge & InsightsTeamwork Deployment
Adoption & Change ManagementKnowledge & InsightsTeamwork Deployment44 out of 60
Migrate Shared Data to Sharepoint:1-Day AssessmentMICROBYTE SOLUTIONS LTDAccess your shared files from anywhere on any device without the hassle of a VPN
+1
Applicable to:Teamwork Deployment
Teamwork DeploymentEmployee Experience w/Viva Workshop-3 DayKiZAN TechnologiesDiscover how Microsoft Viva, an integrated platform built on top of Microsoft Teams, will help your people to be their best.
+3
Applicable to:Adoption & Change ManagementKnowledge & InsightsTeamwork Deployment
Adoption & Change ManagementKnowledge & InsightsTeamwork Deployment46 out of 60
Better Collaboration w/ Teams Free 1/2 Day AssmntNew Era TechnologyWill Microsoft Teams work for your organization - our free assessment will let you know.
+3
Applicable to:Calling for Microsoft TeamsMeetings for Microsoft Teams
Teams Custom Solutions
Calling for Microsoft TeamsMeetings for Microsoft TeamsTeams Custom Solutions47 out of 60
Yammer Optimized Adoption: 5-Week ImplementationKiZAN TechnologiesImprove employee engagement by leveraging communities in Yammer. Start today with proper planning and pilot.
+2
Applicable to:Adoption & Change ManagementKnowledge & Insights
Adoption & Change ManagementKnowledge & Insights48 out of 60
PowerApps:8hr Workshop-Managed ServiceTechnomaX Systems DWC LLCA free 8-hour workshop to show the value of PowerApps. TechnomaX covers during this session a quick demo app creation as needed by your organization.
+1
Applicable to:Power Apps
Power Apps49 out of 60
VIVA Insights Quick Start Program: 2-Wk ImplementationSoftchoiceProvide customers with discovery and alignment on their Viva Insights strategy and business transformation
+1
Applicable to:Knowledge & Insights
Knowledge & Insights50 out of 60
Financial Services 1 Day Compliance AssessmentXantrionA compliant modern workplace environment for financial service firms managed by experts.
+3
Applicable to:Adoption & Change ManagementCompliance Advisory ServicesIdentity & Access Management
Adoption & Change ManagementCompliance Advisory ServicesIdentity & Access Management51 out of 60
CloudAssess365: Hands-on Microsoft 365 Transition Discovery and DesignRavanty Tech Consulting, Inc.Provide thorough discovery and design of client's environment before undertaking an actual migration to Microsoft 365.
+3
Applicable to:Adoption & Change ManagementDevice Deployment & ManagementMobile Device Management
Adoption & Change ManagementDevice Deployment & ManagementMobile Device Management52 out of 60
Power BI Reporting: 4-week Assessment & PoCITMAGINATIONImprove your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
+1
Applicable to:Power BI apps
Power BI apps53 out of 60
Microsoft 365 Backup Readiness AssessmentABTechnologiesEvaluate your Microsoft 365 backup posture and uncover risks to your critical business data.
+3
Applicable to:Cloud SecurityCompliance Advisory ServicesInformation Protection & Governance
Cloud SecurityCompliance Advisory ServicesInformation Protection & Governance54 out of 60
Microsoft 365 Copilot Readiness for Financial ServicesGadellNet Consulting Services LLCOur multi-phase engagement will ensure your team rolls out Copilot for Microsoft 365 securely and efficiently.
+2
Applicable to:Teams Custom SolutionsTeamwork Deployment
Teams Custom SolutionsTeamwork Deployment55 out of 60
Microsoft Dynamics 365 Customer Service for Insurance Consulting OfferUnify DotsStreamline insurance service with AI-driven case management and omni-channel customer support.
+2
Applicable to:
Customer Service
Power Pages
Customer ServicePower Pages56 out of 60
Automate Identity Lifecycle Management: 8-16 Weeks Consulting + ImplementationAttosolIntegrate HRMS with Microsoft Entra ID for an automated, efficient and secure Identity Lifecycle Management.
+1
Applicable to:Identity & Access Management
Identity & Access Management57 out of 60
Data Governance - Threat Protection - AssessmentSkyTerra Technologies LLCThe goal is to assess your existing data governance posture as well as unearthing your organization's priorities and associated business needs.
+1
Applicable to:Threat Protection
Threat Protection58 out of 60
SkySuite: Microsoft 365 Managed ServiceAgio, Inc.Technology is the last thing you want to think about as a startup or small fund. We make it easy with Agio SkySuite, your IT-as-a-Service solution that ensures a footprint in the public cloud.
+1
Applicable to:Adoption & Change Management
Adoption & Change Management59 out of 60
Rue de Net Business Central 2 Hour WorkshopRue de NetWorkshop demonstrating basic functionalities in Microsoft Dynamics 365 Business Central and user interface personalization.
+1
Applicable to:Business Central
Business Central60 out of 60