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Consulting services results for Financial Services
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Reporting Gap Analysis: 4-Hr AssessmentCatapult Systems, LLCAn assessment of your reporting needs that provides a path forward to meet your business goals.
+1
Applicable to:
Power BI apps
1 out of 60
Catalyst Envision and Innovation: 4-Hr WorkshopCatapult Systems, LLCThis workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
+1
Applicable to:
Customer Service
2 out of 60
Power Platform Hands-On: 2-Day WorkshopConfluentThis hands-on training workshop will teach you the the ins and outs of Power Apps, Power Automate, Power BI, and Common Data Service
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
3 out of 60
Advanced Power BI Implementation: 3-Day WorkshopClouds On MarsAn advanced Microsoft Power BI course going in-depth into DAX, R usage, data sources and connectors, gateways, governance, and security topics.
+1
Applicable to:
Power BI apps
4 out of 60
Dynamics 365 Marketing App: 4-Week ImplementationTrimaxSecureTailored automation solution based on Microsoft Dynamics 365 Marketing Application to maximize your customer interactions and optimize your processes inside a unified and seamless platform.
+3
Applicable to:
Marketing
Sales
Customer Service
5 out of 60
Dashboard in a Day: 1-Day WorkshopInviso CorporationThis immersive hands-on session is designed to guide you through the entire lifecycle of a Power BI report.
+1
Applicable to:
Power BI apps
6 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
7 out of 60
Microsoft Entra Cloud Permissions Risk Check: 15-Days WorkshopWipro LtdWipro'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
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
8 out of 60
Digital Transformation: 4-Day Proof of ConceptBillennium S.A.Agile application: 4-day Business Process Digital Transformation
+1
Applicable to:
Power Automate
9 out of 60
Assessment for Modernization of on-premises AX or CRMSonata Software Ltd.In 10 days, strategize modernization on Dynamics 365 and plan risk-free migration path
+3
Applicable to:
Commerce
Supply Chain Management
Finance
10 out of 60
InfoPath to Power Apps : 2hrs Free WorkshopUST2hrs Free Workshop with 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
11 out of 60
Business Process Automation: 2-Day WorkshopHa-Shem LimitedThe Purpose of our offer is to conduct a two-day free workshop session with organizations to help discover their business challenges and then propose the right solution using PowerApps.
+1
Applicable to:
Power Apps
12 out of 60
FRAS – Financial Reporting and Analytics Solution - 3Wk Proof of ConceptUB Technology Innovations, Inc.FRAS seamlessly gives control over the analytics on Portfolio, Securities & Issuer data
+1
Applicable to:
Power BI apps
13 out of 60
Cloud Migration for Dynamics 365: 1-Hr BriefingWipro LtdUnderstand Wipro's cutting-edge technology stack to help enhance digital customer experience and control costs for your journey to Microsoft Dynamics 365 Customer Engagement.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
14 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
15 out of 60
APN Enterprise Reporting: 6-Wk ImplementationAPN PROMISE S.A.APN Enterprise Reporting is a solution for creating and distributing reports on a variety of business indicators to end users regardless of the data source and location of the recipient.
+1
Applicable to:
Power BI apps
16 out of 60
Getting Started with Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
+1
Applicable to:
Power BI apps
17 out of 60
Data to AI Strategy WorkshopArgano LLCUnify your data platform and modernize your data estate for AI-driven insights
+3
Applicable to:
Finance
Customer Insights
Power BI apps
18 out of 60
TTEC Digital Solution for Customer Insights for Financial Services: 4-Wk WorkshopTTEC DigitalCreate a complete view of your members using Microsoft Dynamics 365 Customer Insights. At TTEC Digital, we build better customer experiences with Microsoft AI and machine learning.
+1
Applicable to:
Customer Insights
19 out of 60
Power BI: 1-Wk ImplementationInviso CorporationSkip the learning curve and utilize Inviso’s professional services to quickly unlock the full scope of Microsoft Power BI’s capabilities.
+1
Applicable to:
Power BI apps
20 out of 60
Viva Connections for Modern Intranet Portals: 3-Wk ImplementationSignal Alliance Technology HoldingViva Connections Quick start is specifically for organisations who already have a modern SharePoint Online intranet to plan for and implement Viva Connections
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
21 out of 60
Microsoft 365 Security: 4-hour AssessmentCatapult Systems, LLCCatapult’s Microsoft 365 Security Assessment provides an in-depth assessment of the your organization's security environment, guidance on overlapping tools, and a roadmap to remediation.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
22 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
23 out of 60
Corporate E-Learning with Viva: 5-Week ImplementationSpyglass MTG, LLCThe is offering leverages Viva Learning, Viva Connection, and Power Platforms to provide organizations with a training and testing solution that empowers employees to learn and grow.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
24 out of 60
Threat Protection Engagement - Security Assessment & Strategy: 4-week assessmentArmis, Sistemas de Informação, LdaThe engagement will help customers assess their organization's security landscape and address your most pressing security goals and challenges
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Threat Protection
25 out of 60
Microsoft Dynamics 365 Business Central Sherpa: 4-Wk ImplementationJourneyTEAMDeploy Dynamics 365 Business Central with a lower implementation cost with JourneyTeam’s exclusive Sherpa Program
+1
Applicable to:
Business Central
26 out of 60
Dynamics 365/CRM Portal: 5-Hr ImplementationMTCDynamics 365 Portal Configuration is a rapid service offer from MTC which allows you to set up your own Dynamics 365 portal.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
27 out of 60
Microsoft Defender for Endpoint QuickStartPresidioPresidio supports organizations in strategizing, implementing, and optimizing Microsoft Defender for Endpoint to achieve superior endpoint protection.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
28 out of 60
Core Financials: 4-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financial modules.
+1
Applicable to:
Business Central
29 out of 60
Avanade Hybrid Windows Endpoint Solutions FY24Avanade, Inc.Avanade has developed the next generation of endpoint solutions for the modern workforce, with integrated physical, virtual and hybrid solutions
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
30 out of 60
Modern Work Foundation: 4-Wk ImplementationEnlighten Designs LtdBuild a solid foundation for your Modern Workplace in just 30 days
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
31 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ SoftwareA 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.
+1
Applicable to:
Power BI apps
32 out of 60
ITIL 4-Driven IT Service Management: 12-Wk ImplementationEnterprisecloudStreamline IT operations with an ITIL 4-aligned IT Service Management (ITSM) solution built on Microsoft Dynamics 365 Customer Service.
+3
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
33 out of 60
Excel Migration Acct/Contact: 2-Day ImplementationMTCThis service offer is limited to data migration of Account & Contact entities from Multi-Excel/CSV files to Dynamics 365/CRM and it takes 2 man-days.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
34 out of 60
Bus Central + Data Migration: 12-Wk ImplementationTrimaxSecureLaunch 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.
+1
Applicable to:
Business Central
35 out of 60
Cognizant® Integrated Agents for Microsoft 365 CopilotCognizantDrive measurable business outcomes with Cognizant® Integrated Agents for Microsoft 365 Copilot tailored to your industry.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
36 out of 60
Quickbook to Business Central: 8-Hr ImplementationCynoteck Technology SolutionsMigrate your Accounting System from QuickBooks to Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
37 out of 60
Dynamics 365 Customer Insights: 1 Week WorkshopCognizantIn a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
+1
Applicable to:
Customer Insights
38 out of 60
Dynamics 365 Extensions: 10-Wk ImplementationMTCDynamics 365 Portal Extension is a value added service offer from MTC, which allows you to get extensions done on your portal as per your business requirements.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
39 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso CorporationHands-on learning to help you adopt Microsoft Power BI for self-service business intelligence.
+1
Applicable to:
Power BI apps
40 out of 60
Sales Accelerator: 7-Day ImplementationenCloud9Perfect for small businesses looking to go live quickly with a full-featured Dynamics 365 for Sales system for up to 15 users.
+2
Applicable to:
Sales
Customer Service
41 out of 60
Power Platform Services: 4 Weeks Proof of ConceptArmis, Sistemas de Informação, LdaProvides customers on-demand capacity to automate your business processes, create applications and generate interactive reports.
+2
Applicable to:
Power Automate
Power Apps
42 out of 60
Dynamics 365 Sales Deployment: 8 Wk ImplementationVelosioQuickly, confidently and affordably make the move to Dynamics 365 Sales with Velosio Express packaged services from Velosio starting at just $29,995.
+1
Applicable to:
Sales
43 out of 60
Microsoft Teams Rooms Implementation ServiceDell Technologies ServicesDell Technologies Meeting Space Solution for Teams Rooms implementation provides expert assistance for the initial setup, configuration and integration of the Dell Meeting Space Solution for MTR.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
44 out of 60
Dedicated Support Engineer: 10-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dedicated Support Engineer (DSE) offering gives Enterprise organizations a single point of contact for all Microsoft Dynamics 365 support services.
+3
Applicable to:
Sales
Customer Service
Field Service
45 out of 60
Dynamics 365 Sales & Service 10-Wk ImplementationHSO US (AKA)Implementation Consulting Services for Dynamics 365 Sales, Customer Service, Field Service. Customer Insights, Marketing & More
+3
Applicable to:
Sales
Customer Service
Field Service
46 out of 60
Power Platform Jumpstart: 6 Week WorkshopNetwovenUsing this fast-paced Jumpstart program you will be able to implement Power Platform Center of Excellence across your organization
+1
Applicable to:
Power Apps
47 out of 60
Dynamics 365 Customization: 7-Day ImplementationMTCDynamics 365 Portal Customization is a smart service offer from MTC, which allows you to get customizations done on your portal as per your business requirements.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
48 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
49 out of 60
UST Low-Code AppDevelopment:1Day WorkshopUSTLow-Code App Development Workshop to accelerate your digital transformation journey built on the proven Microsoft Platforms which provides flexibility, scalability, integration capabilities.
+1
Applicable to:
Power Apps
50 out of 60
E-Suite Discovery Offerings - 2Wk Assessments EDOSynergy Advisors LLCIntroducing Synergy Advisors E-Suite - Microsoft E5 Better Together Quick Assessment -> Impactful Quick Results [Cybersecurity - Data Protection, Compliance and Secure Collaboration]
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
51 out of 60
Advanced eDiscovery : 10-Wks ImplementationWipro LtdWipro's Microsoft Advanced eDiscovery offering enable organizations to rapidly implement Microsoft 365 Advanced eDiscovery solutions to create and manage legal investigations seamlessly.
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
52 out of 60
Collaboration & Productivity Change Management Consulting Services: 4 Weeks ImplementationArmis, Sistemas de Informação, LdaOur Adoption and Change Management program is designed to increase employee adoption and maximise the benefits of implementing Office 365.
+1
Applicable to:
Adoption & Change Management
53 out of 60
Data Analytics Insight Snapshot: 5-Day AssessmentTecknoworksThe low-risk, low-stress way to know if analytics will really bring you ROI.
+1
Applicable to:
Power BI apps
54 out of 60
Project Online Dashboards: 2-Hr BriefingAdvaiya Solutions Inc.An introduction to Power BI dashboards and reports for Project Online and live demo.
+1
Applicable to:
Power BI apps
55 out of 60
Dynamics 365 Services Jobs: 4-Week ImplementationMTCTurn your Dynamics 365 into a rapid quote to cash solution implementation that will generate repetitive business.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
56 out of 60
EPAM Microsoft 365 Security: 4-Week AssessmentEPAM Systems• EPAM's Microsoft 365 Security Assessment uses a combination of various industry best practices and frameworks to understand current security posture, critical gaps and future state of Microsoft 365
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
57 out of 60
Goldmine Migration All Ent: 8-Day ImplementationMTCThis service offer is about data migration of all entities from Goldmine to Dynamics 365/CRM and it takes 8 man-days effort.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
58 out of 60
Business Central Essentials: 15-Day ImplementationCynoteck Technology SolutionsStreamline your business with Microsoft Dynamics 365 Business Central Essential Package from Cynoteck.
+1
Applicable to:
Business Central
59 out of 60
Vision & Value: Microsoft Dynamics 365 Solution Design WorkshopsEnterprisecloudTransform Your Business with Vision and Value: Solution Design for Dynamics 365 Implementations
+3
Applicable to:
Marketing
Sales
Customer Service
60 out of 60