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Financial Services
Conviértase en el socio de confianza de sus clientes y diferencie su entidad financiera de la competencia. Explore las ofertas de servicios financieros que le ayuden a crear un nuevo valor con tecnología innovadora.
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Servicios de consultoría resultados para Servicios financieros
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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.
1 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
2 out of 60
Teams collaboration and Adoption Services: 1-Day Workshop
SCC
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
SCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
3 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.
4 out of 60
Business Central Sherpa: 8-Wk Implementation
JourneyTEAM
+1
Applicable to:
Business Central
Deploy Dynamics 365 Business Central with a lower implementation cost with JourneyTEAM’s exclusive Sherpa Program
5 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.
6 out of 60
HCL Biz Apps - Dynamics 365 for Insurance: 1-hour Assessment
HCL Technologies Limited.
+3
Applicable to:
Sales
Customer Service
Power BI apps
A robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support
7 out of 60
Microsoft Dynamics 365 Customer Service: 1 Hour Briefing
Cognizant
+3
Applicable to:
Customer Service
Customer Insights
Customer Voice
Customer Service solutions envisioning, deployment and support services based on Dynamics 365 Customer Service.
8 out of 60
Data Visualization Pack: 5-Day Proof of Concept
Predica
+1
Applicable to:
Power BI apps
Our 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!
9 out of 60
Software health-check service: 1-Wk Implementation
ETG
+1
Applicable to:
Finance
Dynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
10 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.
11 out of 60
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business Central
Calsoft Systems
+1
Applicable to:
Business Central
CloudShift QB was built to assist businesses in migrating from Quickbooks to Dynamics 365 Business Central Cloud. CloudShift QB is migrating to the cloud made easy.
12 out of 60
Dealer Management System 2-Day Assessment
ETG
+1
Applicable to:
Finance
Dealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
13 out of 60
Launch Dynamics: 8-Hr Implementation
Intellitec Solutions LLC
+1
Applicable to:
Business Central
Assistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, this will have you up and running fast.
14 out of 60
HCL Biz Apps - Dynamics 365 for Retail Banking: 1-hour Assessment
HCL Technologies Limited.
+1
Applicable to:
Customer Service
HCL’s Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
15 out of 60
Power BI Jumpstart: 3-Day Workshop
Inviso Corporation
+1
Applicable to:
Power BI apps
A hands-on workshop to help you adopt Microsoft Power BI for self-service business intelligence.
16 out of 60
Digital Selling Exp. for FS 6 week implementation
Capgemini Group
+1
Applicable to:
Power Apps
Digital Selling Experience solution is designed to help financial service organizations augment their sales platform providing the necessary tools to their agents & advisors enabling omnichannel exp.
17 out of 60
Microsoft Purview Data Security Basic Quick Start 10-week Implementation
Edgile, Inc.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
Drive Data Protection Sustainability with Edgile's Data Protection Methodology
18 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.
19 out of 60
TCS Cloud Operations for Digital Workplace: 1 Month - Implementation
TCS - Digital Workplace
+3
Applicable to:
Adoption & Change Management
Teamwork Deployment
Workplace Analytics
Comprehensive support for enterprises enhances Microsoft suite management, focusing on productivity and cost-efficient security with a skilled support framework.
20 out of 60
Microsoft 365 Copilot Adoption & Change Accelerator Program: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Signal Alliance Consulting - Microsoft 365 Copilot Adoption program is a service that helps ensures your people are ready, enabled and engaged to embrace the change of generative AI in the workplace.
21 out of 60
Modern Communications and Employee Experience Roadmap: 3-Day Workshop
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Designed 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
22 out of 60
Value Proposal of 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 projects.
23 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
24 out of 60
Digital Transformation: 4-Day Proof of Concept
Billennium S.A.
+1
Applicable to:
Power Automate
Agile application: 4-day Business Process Digital Transformation
25 out of 60
Microsoft 365 Productivity Discovery Workshop
Information EXP
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Our 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.
26 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.
27 out of 60
Power BI Advanced Training: 1-Day Workshop
enVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
Power BI apps
Customized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
28 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.
29 out of 60
Intelligent Collaboration Services Implementation
DXC
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
Increase employee engagement and productivity with DXC intelligent collaboration tools and unified communications, with strong integration, training and networking.
30 out of 60
Microsoft Teams Meetings: 2-Day Assessment
Practical Solutions, Inc
Understand and experience the vision for Microsoft Teams Meetings and Meeting Rooms. Prepare your colleagues and employees to get the most out of Microsoft Teams Meeting and Meeting Rooms.
31 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
32 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of Concept
Canviz
+1
Applicable to:
Power Apps
Automate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
33 out of 60
MVP for Microsoft Planner Work Management System
XRM Vision
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teamwork Deployment
Start your journey to work management excellence with our MVP for Microsoft Planner. Test Planner in real-world scenarios, benefit from expert guidance, and get a detailed report on system performance
34 out of 60
Building your Employee Experience: 3-Day Workshop
Engage Squared
+3
Applicable to:
Frontline Workers
Teams Custom Solutions
Teamwork Deployment
Designed 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
35 out of 60
Power BI Report Server for Financial Services: 1-Hr Briefing
PBI Lab Inc
+1
Applicable to:
Power BI apps
An overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.
36 out of 60
Power BI Pilot 5 Day Implementation
CDW
+1
Applicable to:
Power BI apps
Power BI is the leading data analytics and visualization platform that enables modernization to deliver data insights via interactive reporting and dash boarding.
37 out of 60
Advisory Service for Microsoft Cloud
Dell Technologies Services
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
Leverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
38 out of 60
Microsoft Viva Goals: 4-Wk Implementation
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Discover how Viva Goals create a purpose-driven culture where teams align to achieve results by empowering each person to understand their impact and keep priorities top of mind.
39 out of 60
GoDaddy Migration:1-Hr Implementation
BeMo Corp
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Meetings for Microsoft Teams
Get a free, no-obligation consultation with Migration Experts on your project.
40 out of 60
Microsoft 365 Adoption & Change: 1-Year Managed Service
Signal Alliance
+3
Applicable to:
Adoption & Change Management
Cloud Security
Frontline Workers
Discover how our Adoption & Change Management program ensures that we effectively support your business to deploy, drive end-user adoption and maximise your Return on Investment (ROI).
41 out of 60
SharePoint Migration : 10 Weeks Implementation
ITC Infotech India Limited
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
ITC Infotech brings efficiency in virtual collaborations with seamless Microsoft SharePoint migration from legacy systems to on-premise and to cloud.
42 out of 60
Backoffice Financial Services: 5-hr Workshop
Axxon Consulting S.A
+1
Applicable to:
Finance
The Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
43 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.
44 out of 60
Implementación de Microsoft Dynamics 365 Finance & Supply Chain / Business Central: Taller 1 semana.
CONSULTORIAS EN INFORMATICA CONGROUP SPA
+3
Applicable to:
Supply Chain Management
Finance
Business Central
Demostraciones Microsoft Dynamics 365 personalizadas a la realidad de sus procesos de negocio. Vivencie la adaptabilidad de nuestras soluciones a sus necesidades.
45 out of 60
APN Enterprise Reporting: 6-Wk Implementation
APN PROMISE S.A.
+1
Applicable to:
Power BI apps
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.
46 out of 60
SharePoint QuickStart: 2-week Implementation
Practical Solutions, Inc
Our SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
47 out of 60
Microsoft Teams E911 Compliance Assessment - 1 Day
Magenium Solutions, LLC
+2
Applicable to:
Calling for Microsoft Teams
Compliance Advisory Services
In just 1 day we will examine your Teams and Microsoft 365 environment, deliver a report of findings and key action items needed for compliance.
48 out of 60
DIGITALL CI/CD für Power BI: Professional-10 Tage Umsetzung
DIGITALL Nature Germany GmbH
+1
Applicable to:
Power BI apps
Beschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
49 out of 60
Dynamics 365 Customer Insights: 1 Week Workshop
Cognizant
+1
Applicable to:
Customer Insights
In a week, you can have Microsoft Dynamics 365 Customer Insights providing you actionable information about your customers from a variety of different data sources.
50 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.
51 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.
52 out of 60
Teams as a Platform Foundry: 10Wk Proof of Concept
Cognizant
+3
Applicable to:
Meetings for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
Teams as a Platform Foundry reimagines development of Microsoft teams solutions to deliver industry standard applications in a low cost and highly maintainable model.
53 out of 60
SOS Enterprise Comm. App: 1-Wk Implementation
SOS Group Limited
+1
Applicable to:
Power Apps
SOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
54 out of 60
Automate business processes with RPA: 4-Wk Implementation
Comtrade System Integration
+1
Applicable to:
Power Automate
We utilize RPA automation technology to automate repetitive and manual tasks and boost operational efficiency.
55 out of 60
Dynamics 365 Business Central Workshop
Covenant Technology Partners
+1
Applicable to:
Business Central
Needs Assessment Workshop for Dynamics 365 Business Central: 8-hour workshop
56 out of 60
Microsoft 365 App Enhancement: 4-week workshop
D CX Unicorn Marketing LLC
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
A comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
57 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
58 out of 60
Data Automation: 1-Wk Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Analysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
59 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.
60 out of 60
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