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Consulting services results for Financial Services
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MDS Microsoft 365 Copilot Global Advisory ServicesMaureen Data SystemsThe MDS Microsoft 365 Copilot Global Advisory Services is an offering that includes services which provide guidance
and support to customers specific goals of Microsoft 365 Copilot.
+1
Applicable to:
Knowledge & Insights
1 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
2 out of 60
Utilizing Power BI for Efficient Business IntelligenceIntelliasServices focus on developing scalable end-to-end reporting solutions. Designed to empower corporate executives, managers, and employees with the tools needed to make informed decisions.
+1
Applicable to:
Power BI apps
3 out of 60
Power BI Connector: 3-Wk ImplementationSlalom ConsultingUtilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
+1
Applicable to:
Power BI apps
4 out of 60
Microsoft 365 Migration - 3 week implementationFermoriteMigrate your mailboxes and file server shares to Exchange Online and Sharepoint Online.
+1
Applicable to:
Teamwork Deployment
5 out of 60
Finance Ind., Microsoft Teams Implementation: 2-days WorkshopCloudicaOur workshop helps Finance companies decide on the best steps in order to increase efficiency and get the most out of Microsoft Teams.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
6 out of 60
Microsoft Viva Connections Consultancy & Implementation Services: 6 Weeks ImplementationPERSISTENT SYSTEMS LIMITEDBuilding a personalized gateway to a modern employee experience platform - one-stop-shop for all daily needs of employees
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
7 out of 60
D365 CRM Health-Check Assessment 2 hoursEndeavour Solutions, Inc.Sales and Customer Service assessment of your current CRM with a view to creating a roadmap for improvement with Dynamics 365 and Power Platform
+3
Applicable to:
Marketing
Sales
Customer Service
8 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
9 out of 60
Virtusa Low Code App & Business Process Assessment: 8-Week AssessmentVIRTUSA LTDA 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
+1
Applicable to:
Power Apps
10 out of 60
Power BI Insurance Dashboard Accelerator: 6-Wk Assessment & ImplementationPrelude Systems IncAccelerate your insurance analytics with Power BI Accelerator: Rapid adoption and customizable dashboards for quick insights.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
11 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
12 out of 60
Dynamics 365 Sales/Sale App : 1-Day WorkshopDynamics EdgeProvide salespeople, managers, and business analysts the skills to manage a salesforce and increase sales using the Sales Module and Sales App in Microsoft Dynamics 365.
Delivered at your site.
+3
Applicable to:
Finance
Sales
Customer Service
13 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentCynoteck Technology SolutionsLearn if Microsoft Dynamics 365 Business Central is right for your business.
+1
Applicable to:
Business Central
14 out of 60
Data Visualization Pack: 5-Day Proof of ConceptPredicaOur data visualization solution speeds up decision-making within your company and simplifies strategizing by providing relevant information. Make the most of your data using Microsoft Power BI!
+1
Applicable to:
Power BI apps
15 out of 60
Threat Protection Assessment & Zero Trust ArchitectureBDO Digital, LLCSet Future-Proof Security Goals and Build a Roadmap to Strengthen Your Microsoft 365 Posture with a Zero Trust Architecture and Threat Protection Assessment
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Threat Protection
16 out of 60
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
17 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG GlobalMicrosoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
18 out of 60
Dynamics 365 Reports: 1-Day WorkshopMTCLearn how to rapidly build various dashboards and reports in Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
19 out of 60
Bulletproof 365 Compliance: Managed Information Protection ServiceBulletproof Solutions Inc.We can help organizations understand their risks, define the strategy and path to mitigating these risks and provide the expertise to efficiently monitor and respond when internal and external threats
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
20 out of 60
Copilot for Sales- Salesforce OfferHitachi SolutionsOur two-week Proof of Concept (PoC) engagement showcases Microsoft 365 Copilot and Copilot for Sales' powerful capabilities, tailored to your business needs.
+2
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
21 out of 60
Reach Frontline Workers: 3-Day WorkshopEngage SquaredDesigned as a three-part engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
+2
Applicable to:
Adoption & Change Management
Frontline Workers
22 out of 60
Viva in Teams: 4-Week ImplementationSpyglass MTG, LLCThis offer allows you to curate the specific information you want sent out to employees, and these messages will be presented to them directly on their Teams window.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
23 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
24 out of 60
Low Code Rapid App Prototype - 4 weeksBDO Digital, LLCImprove efficiency by automating task & service processes with applications tailored to your business.
+2
Applicable to:
Power Automate
Power Apps
25 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
26 out of 60
Zero Trust Identity and Access Management: 8-16 Weeks Consulting + ImplementationAttosolIn today’s dynamic digital landscape, traditional security models fall short. Embrace Zero Trust with Microsoft and transform your security strategy to protect against evolving threats.
+2
Applicable to:
Compliance Advisory Services
Identity & Access Management
27 out of 60
Dynamics 365 for InsuranceSPAN d.d.Microsoft Dynamics 365 for Insurance centralizes customer data and optimizes key processes within Marketing, Sales and Customer Service based on over a decade of enterprise expertise.
+3
Applicable to:
Sales
Customer Service
Customer Insights
28 out of 60
Power Platform Centre for Enablement (C4E) - 8 week ImplementationKainosThe Centre for Enablement (C4E) service offering from Kainos allows customers to accelerate the use of Power Platform across their organisation, while enabling proper governance controls.
+2
Applicable to:
Power Automate
Power Apps
29 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 Management
Knowledge & Insights
30 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data SystemsThe Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
+1
Applicable to:
Knowledge & Insights
31 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
32 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLCSynergy Advisors Next-Gen Windows/Endpoints integrations for end-user computing, including Windows 365, Azure Virtual Desktop, Microsoft Managed Desktop, and Windows 11, secured by Microsoft Defender.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
33 out of 60
AI-Powered Contact Center and Voice TransformationBizappTired of inefficient customer service processes that waste valuable time and resources? BizApp is here to help you revolutionize your customer interactions with Microsoft Dynamics 365 Contact Center!
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
34 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
35 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!Maureen Data SystemsGet your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
36 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
37 out of 60
Microsoft 365: 3-D ImplementationatworkAccelerate the Microsoft 365 roll-out and ensure long-term user adoption with Adoption and Change Management
+2
Applicable to:
Adoption & Change Management
Microsoft 365 Live Events
38 out of 60
Teams collaboration and Adoption Services: 1-Day WorkshopSCCSCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
39 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
40 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP TechnologiesMicrosoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
41 out of 60
Software health-check service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
42 out of 60
Creating Power BI Visualizations: 1-Hr BriefingTallanAn introductory conversation about your Business Intelligence challenges, and overview of custom Power BI visual development.
+1
Applicable to:
Power BI apps
43 out of 60
Viva InsightsExperience: 12-WK ImplementationNTT DATA EMEALViva Insights Employee Experience Engagement - Implementation and Roadmap
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
44 out of 60
Synergy Advisor Security Engagement (Pilot+) for Microsoft Security CopilotSynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
45 out of 60
Microsoft 365 Productivity Discovery WorkshopInformation EXPOur Explore engagement is designed to help you gain clarity on how Microsoft 365 can help meet your productivity goals, we approach this with two 1/2 day workshops and a playback presentation.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
46 out of 60
Performance Review Service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
47 out of 60
Microsoft Viva: 2-Days AssessmentatworkEnhance your employee experience and engagement with Microsoft Viva
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
48 out of 60
KK Modern Endpoint Management WorkshopKraft KennedyCreates the foundational platform for managing the attorney user experience and sets the groundwork for NextGen Windows Experiences and Refresh Your Devices Solution Plays
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
49 out of 60
Microsoft Teams Phone Proof of Value - MCI FundedCloud Revolution LLCThe goal of consulting services is to provide professional services that help customers get started with or extend their use of Teams Phone by providing expertise, and capabilities.
+1
Applicable to:
Calling for Microsoft Teams
50 out of 60
Self-Service Inventory, Implement & Deployment (3 Days)Future Processing S.A.Speed-up your inventory process and involve your employees into it!
+2
Applicable to:
Power Automate
Power Apps
51 out of 60
PowerInsurance: 7-Wk ImplementationPowerObjects An HCL CompanyThis Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
+3
Applicable to:
Sales
Customer Service
Power Apps
52 out of 60
Viva Insights: 5 weeks ImplementationTCS - Digital WorkplaceEnhancing employee productivity with Viva Insights / Workplace Analytics
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
53 out of 60
CustomerPortal for Dynamics 365 5wk ImplementationIntelegain TechnologiesWeb portal connected with Dynamics 365 Business Central for customers/vendors to track item availability, place order digitally and track dispatches
+1
Applicable to:
Business Central
54 out of 60
Jumpstart Productivity With Teams: 3 Day POCSlalom ConsultingSimplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Power Platform for Teams
55 out of 60
Migrate InfoPath to Power Apps: 1-Hr AssessmentInsightPower Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
+1
Applicable to:
Power Apps
56 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day WorkshopEngage SquaredDesigned as a three-day engagement, we’ll share insights on how you can harness the power of SharePoint Online and Viva Connections to transform and engage your employees in a frictionless experience
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
57 out of 60
Viva Learning Roadmap: 3-Day WorkshopEngage SquaredViva Learning Roadmap is designed specifically for organisations who want to improve employee experience through fostering a continuous learning culture.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
58 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+2
Applicable to:
Sales
Customer Service
59 out of 60
Power BI Use Case: 2-Wk Proof-of-ConceptFPT/Intellinet Intellinet experts will work with your team to interview stakeholders, assess your environment, and create a proof-of-concept for a select department or team based on your sample data.
+1
Applicable to:
Power BI apps
60 out of 60