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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

Mostrando resultados en servicios de consultoría
Vista resultados relacionados en aplicaciones o resultados relacionados en nubes del sector.
Custom Power BI Dashboard: 1-Day WorkshopNihilent Inc.
+1
Applicable to:
power-bi product iconPower BI apps
A hands-on training workshop on Power BI for your team at your location, with your data.
1 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr AssessmentMetaOption LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Are you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
2 out of 60
Dynamics 365 Business Central: 3 Day AssessmentBond Consulting Services
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
An engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.
3 out of 60
Offer Name: Microsoft 365 CrashCourse - 1 week WorkshopVirteva LLC
+3
Applicable to:
m365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-mobile-device-management product iconMobile Device Management
Empower organizations to gain a deeper understanding of Microsoft 365 and its vast array of services, features, and capabilities through Virteva's Microsoft 365 CrashCourse Workshop.
4 out of 60
Microsoft Dynamics 365 Finance and Operations Fixed Hour Support PackageUST
+3
Applicable to:
dynamics-365-for-finance-and-operations product iconFinancepower-bi product iconPower BI appspowerapps product iconPower Apps
UST delivers scalable, on-demand Microsoft Dynamics 365 Finance and Operations support through pre-purchased hourly packages, providing expert help exactly when you need it.
5 out of 60
Dynamics 365 Business Central: 9-Wk ImplementationSyvantis Technologies, Inc
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Implement Dynamics 365 Business Central and gain better integration with other systems while decreasing licensing costs.
6 out of 60
Modern Workplace Advisory Services: BriefingCapgemini Group
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork Deployment
Modern Workplace Advisory Services – Unlocking value through workplace transformation
7 out of 60
Dynamics 365 Customer Engagement: 5-Day WorkshopDynamics Edge
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
In this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
8 out of 60
Dynamics 365 Sales: 20 Week ImplementationBond Consulting Services
+1
Applicable to:
dynamics-365-for-sales product iconSales
Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.
9 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week AssessmentCoretek Services
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-knowledge-and-insights product iconKnowledge & 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.
10 out of 60
Microsoft Licensing Analysis: 2 Hour ConsultationB&R Business Solutions
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
The purpose of this analysis is to ensure Microsoft 365 licensing meets business goals & concerns, is being procured the best way for your business, and license guidance and support.
11 out of 60
Dynamics 365 Syncing: 5-Day ImplementationCynoteck Technology Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Merge your Microsoft Dynamics 365 for Sales module with Microsoft Dynamics 365 Business Central ERP system and streamline your business with Cynoteck.
12 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSyvantis Technologies, Inc
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Meet with Syvantis consultants that specialize in both Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central to evaluate your current system and provide system design recommendations.
13 out of 60
PlannerInnovative-e Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-teams-custom-solutions product iconTeams 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.
14 out of 60
Power Platform Hands On: 1-Wk Proof of ConceptInsight
+2
Applicable to:
power-bi product iconPower BI appspowerapps product iconPower Apps
In this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
15 out of 60
Dynamics 365 Sales: 2 Hours assessmentEvincible Solutions
+3
Applicable to:
dynamics-365-marketing product iconMarketingdynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
Explore how Dynamics 365 Sales can be beneficial for your Organization in a 2-hour assessment plan..!
16 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSMB Suite / NextCorp
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Free one-hour business assessment to determine whether migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central is right for you.
17 out of 60
Power BI Introductory Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
power-bi product iconPower BI apps
Customized, instructor-led introductory Power BI training for back-end and front-end reporting and dashboards.
18 out of 60
Enable Windows 365 Cloud PCCofomo
+3
Applicable to:
m365-sa-device-deployment-and-management product iconDevice Deployment & Managementm365-sa-identity-and-access-management product iconIdentity & Access Managementm365-sa-mobile-device-management product iconMobile Device Management
With the right endpoint modernization strategy and tools, employees get a secure experience on every mobile device, tablet, or laptop they’re using, all while eliminating major management headaches.
19 out of 60
Microsoft 365 Copilot Readiness AssessmentApplied Information Sciences
+1
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Management
Prepare your organization to securely adopt Copilot for Microsoft 365 with support and guidance on governance, security, compliance, OCM, systems integration, and use case selection.
20 out of 60
CCaaS AssessmentHitachi Solutions
+1
Applicable to:
dynamics-365-for-customer-services product iconCustomer Service
This assessment includes a strategic goals document, epics/features backlog, and a blueprint presentation with high-level design and roadmap aligned to business objectives.
21 out of 60
Power Apps & Power Automate Online: 1-Wk WorkshopIW Mentor
+1
Applicable to:
powerapps product iconPower Apps
Advanced Power Apps & Power Automate Online Training
22 out of 60
Business Central Financials: 4-Wk ImplementationSMB Suite / NextCorp
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Microsoft Dynamics 365 Business Central Financials implemented in 30 days using SMB Suite best practices.
23 out of 60
InfoPath to Power Apps: 10-Hr ImplementationIW Mentor
+1
Applicable to:
powerapps product iconPower Apps
Move away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
24 out of 60
Copilot for Microsoft 365: 4 weeks Proof of ConceptReliance Infosystems Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-compliance-advisory-services product iconCompliance Advisory Servicesm365-sa-identity-and-access-management product iconIdentity & Access Management
We are thrilled to present our Copilot Seed Investment Offer, crafted to help organizations validate and achieve their AI objectives using Microsoft 365.
25 out of 60
Dynamics 365 Migration: 2-Wk AssessmentCelenia
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to migrate your Dynamics AX solution to Dynamics 365.
26 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentSyvantis Technologies, Inc
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Meet with Syvantis consultants that specialize in Microsoft Dynamics 365 Business Central to evaluate your current system and provide Business Central system design recommendations.
27 out of 60
Business Central Financials: 1-Hr AssessmentHarwood Consulting, Inc.
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Harwood Consulting will assess your readiness of Financials in Dynamics 365 Business Central interview you and show an example of a Chart of Accounts, Dimensions, Bank Accounts, and Financials.
28 out of 60
Sage 100 to Business Central: 2-Hr AssessmentIntegrated Computer Systems Support
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Sage 100 users who want to learn about the new Microsoft Dynamics 365 Business Central offering and the transition process to move from Sage 100, this assessment is perfect for you.
29 out of 60
Kaizala Scalable Incidents: 3-Wk ImplementationBest Projects
+2
Applicable to:
dynamics-365-for-sales product iconSalesdynamics-365-for-customer-services product iconCustomer Service
An integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
30 out of 60
AI-enhanced Microsoft Maturity Assessment and AdvisoryPunchcard Systems Inc.
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Baseline your Microsoft 365 maturity and build a clear, actionable roadmap. Our AI-enhanced Microsoft Maturity Assessment evaluates 8 core competencies and delivers prioritized recommendations.
31 out of 60
Power BI Advanced Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBS
+1
Applicable to:
power-bi product iconPower BI apps
Customized, instructor-led advanced Power BI training for back-end and front-end reporting and dashboards.
32 out of 60
Dynamics 365 Setup and Demo: 3-Hr Proof of Concepttrue org cloud
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Implement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
33 out of 60
Dynamics 365 Business Central - Financials Package: 8-Wk ImplementationAlta Vista Technology
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
In our 8-week implementation, we deploy the GL, AP, AR, and Core Reporting modules, getting you off of your feet and to the cloud.
34 out of 60
Microsoft 365: 3 Week Solution AssessmentFirst National Technology Solutions, Inc.
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teamsm365-sa-teamwork-deployment product iconTeamwork Deployment
Partner with FNTS to conduct a 3 week workplace modernization solution assessment to build a TOC analysis & evaluate current purchasing structure to make recommendations for adoption of Microsoft 365.
35 out of 60
Corporate E-Learning with Viva: 5-Week ImplementationSpyglass MTG, LLC
+3
Applicable to:
power-bi product iconPower BI appspower-automate product iconPower Automatepowerapps product iconPower Apps
The 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.
36 out of 60
Dynamics 365 Business Central Plus: 12 Week ImplementationBond Consulting Services
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Our Plus Package builds upon the Preferred Implementation Package and is perfect for organizations that require core financial processing (General Ledger, Accounts Payable, Financial Reporting).
37 out of 60
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business CentralCalsoft Systems
+1
Applicable to:
dynamics-365-business-central product iconBusiness 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.
38 out of 60
Copilot for Microsoft 365 Adoption Accelerator Program - 18 WeeksTrace3
+3
Applicable to:
m365-sa-cloud-security product iconCloud Securitym365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-teamwork-deployment product iconTeamwork Deployment
This program's primary objective is to help accelerate client adoption of Copilot for Microsoft 365 and setup the client for continued maturity with their usage of Copilot for Microsoft 365.
39 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentSMB Suite / NextCorp
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Free one hour business assessment to determine whether Microsoft Dynamics 365 Business Central is right for you.
40 out of 60
Dealer Management System 2-Day AssessmentETG Global
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
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.
41 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation PlanEvincible Solutions
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
42 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!Maureen Data Systems
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-workplace-analytics product iconWorkplace Analytics
Get your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
43 out of 60
Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree Limited
+1
Applicable to:
m365-sa-knowledge-and-insights product iconKnowledge & Insights
Discover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
44 out of 60
Dynamics 365 AX Dist/Trade: 5-Day WorkshopDynamics Edge
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
This onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.
45 out of 60
Test Maturity 4Dynamics: 10-Day AssessmentTesthouse Ltd
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
A 10-day engagement focusing on Test Maturity, evaluating test culture, practices, and processes highlighting key risks (long and short term) and recommended improvements (strategic and tactical).
46 out of 60
Avaya to Teams Phone System: 1-Wk AssessmentAltigen Communications, Inc.
+1
Applicable to:
m365-sa-calling-for-microsoft-teams product iconCalling for Microsoft Teams
Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
47 out of 60
Viva in Teams: 4-Week ImplementationSpyglass MTG, LLC
+3
Applicable to:
m365-sa-firstline-workers product iconFrontline Workersm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
This 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.
48 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)Covenant Technology Partners
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insights
Preparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
49 out of 60
Copilot for Microsoft 365: 6-Weeks ImplementationReliance Infosystems Inc.
+2
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-information-protection-and-governance product iconInformation Protection & Governance
Unlock the full potential of your organization and transform your business with Copilot for Microsoft 365.
50 out of 60
Application Lifecycle Management - Managed Service EngagementInnovative-e Inc.
+2
Applicable to:
m365-sa-power-platform-for-teams product iconPower Platform for Teamsm365-sa-teams-custom-solutions product iconTeams Custom Solutions
Support you Microsoft Power Apps and Teams4PM applications with our Application Lifecycle Management Services.
51 out of 60
Power BI Center of Ex: 5-Wk Proof of ConceptPragmatic Works
+1
Applicable to:
power-bi product iconPower BI apps
During this 5 week engagement, Pragmatic Works will work with your organization to harness all the capabilities of Power BI.
52 out of 60
D365 BC: 1-Hr Proof of ConceptSIROCo LLC
+1
Applicable to:
dynamics-365-business-central product iconBusiness Central
For organizations that are evaluating a transition to D365 BC, our assessment and proof of concept session is a great value add in your decision process.
53 out of 60
Office 365 Tenant to Tenant Migration: 1-week AssessmentC1st Technologies LLC
+3
Applicable to:
m365-sa-information-protection-and-governance product iconInformation Protection & Governancem365-sa-insider-risk product iconInsider Riskm365-sa-threat-protection product iconThreat Protection
We understand the complexities involved in such scenarios, and our experienced team is dedicated to guiding and supporting businesses throughout the entire migration process.
54 out of 60
Microsoft 365 License AuditLouisville Geek LLC
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-knowledge-and-insights product iconKnowledge & Insightsm365-sa-mobile-device-management product iconMobile Device Management
The goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
55 out of 60
Firstsource Low Code Solutions – 4 to 6 weeks ImplementationFIRSTSOURCE SOLUTIONS LIMITED
+1
Applicable to:
powerapps product iconPower Apps
If 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.
56 out of 60
Process Optimization with AI AssessmentArgano LLC
+3
Applicable to:
power-automate product iconPower Automatepower-virtual-agents product iconPower Virtual Agentspowerapps product iconPower Apps
Unlock rapid, high-impact process improvements by combining business insight with AI and automation technologies
57 out of 60
Hybrid Meetings and Rooms WorkshopCovenant Technology Partners
+3
Applicable to:
m365-sa-adoption-and-change-management product iconAdoption & Change Managementm365-sa-meeting-rooms-for-microsoft-teams product iconMeeting Rooms for Microsoft Teamsm365-sa-meetings-for-microsoft-teams product iconMeetings for Microsoft Teams
Hybrid Meetings and Rooms 8-hour Workshop: Define your business priorities and scenarios that drive hybrid meetings.
58 out of 60
DevOps4Dynamics 365 Maturity: 3-Day AssessmentTesthouse Ltd
+1
Applicable to:
dynamics-365-for-finance-and-operations product iconFinance
Assess your IT organisation’s DevOps maturity and generate an improvement roadmap to ensure you can effectively manage the Application Lifecycle of your Enterprise software investment.
59 out of 60
Discover Your Data: 3-Day AssessmentAdvaiya Solutions Inc.
+1
Applicable to:
power-bi product iconPower BI apps
A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
60 out of 60
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