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Consulting services results for Financial Services
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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
1 out of 60
Microsoft 365 Copilot: Organizational DeploymentCognizantTransform how you work with Cognizant's Microsoft 365 Copilot Organizational Deployment
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
2 out of 60
Microsoft Copilot: Build Intent Workshop: 2-4Wk WorkshopEngage SquaredDiscover how Microsoft 365 Copilot can help you harness organisational data and intelligence and augment the skills of your employees to enhance business operations in this workshop
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
3 out of 60
Microsoft 365 Copilot: Optimise your environment 6-Wk AssessmentEngage SquaredReview your existing technical environment and let Engage Squared provide recommendations on steps you should take to be ready for Microsoft 365 Copilot.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
4 out of 60
Microsoft 365 Copilot: Org-wide launch 6-Month AssessmentEngage SquaredLaunch Microsoft 365 Copilot into your organisation with the help of our adoption and change management consultants
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
5 out of 60
KK Teams Telephony Design & Planning WorkshopKraft KennedyThis workshop guides an organization through the process of understanding how Microsoft Teams can serve as a reliable, high quality enterprise voice solution for the customer.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Teamwork Deployment
6 out of 60
KK Teams Calling (Voice) ImplementationKraft KennedyThis implementation guides an organization through the process of implementing Microsoft Teams to serve as a reliable, high quality enterprise voice solution.
+3
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
7 out of 60
Process Mining: Discovery & Design WorkshopCognizantUnlock the true transformation potential of any process and set it up right for process mining/task mining discovery by conducting a 2-weeks assessment of the as-is process.
+1
Applicable to:
Power Automate
8 out of 60
Symity Microsoft 365 Adoption & Training ServicesSYMITY, part of Charterhouse Voice & Data LtdMaximise your investment in Microsoft 365 by taking your employees on a journey of effective training and discover how to be more productive.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
9 out of 60
Eviden Intelligent Automation 5 Weeks Proof of ConceptEviden International France - SASThe assessment of the automation including Process Design Document must be available as a pre-requisite and will be evaluated by Eviden to ensure it can be used as input for the POC.
+1
Applicable to:
Power Automate
10 out of 60
Office Solution Migration Assistant for Tableau to Microsoft Power BIOffice SolutionTABLEAU TO POWER BI MIGRATION
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
11 out of 60
Information Management: Plan your roadmap 3/4-Wk AssessmentEngage SquaredEquipping your organisation to implement modern information management across your Microsoft 365 environment
+1
Applicable to:
Knowledge & Insights
12 out of 60
Cyber Security AssessmentELEVATE Solutions LimitedThe Cybersecurity Assessment helps customers assess their security posture and risk to insider threats.
+1
Applicable to:
Threat Protection
13 out of 60
Symity Copilot for Microsoft 365 ConsultingSYMITY, part of Charterhouse Voice & Data LtdSymity Copilot for Microsoft 365 Consulting services delivers end to end guidance and support to realising the power of Copilot for Microsoft 365 within your organisation.
+1
Applicable to:
Adoption & Change Management
14 out of 60
Introducing Copilot for Microsoft 365: 1-hour WorkshopThe Cloud Factory EMEA Ltd.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.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
15 out of 60
Adoption & Change Management: Prepaid Change Support: 8-Wk AssessmentEngage SquaredPrepaid Change Support provides you with the flexibility to tailor change management activities, guided by the advice of our Change & Transformation team.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
16 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
17 out of 60
Reduce your Microsoft 365 budget and optimize the usagesChrysalis SAS SmartViewTechnical Audit of Your Microsoft 365 Licenses and User Adoption with 365Metrics
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
18 out of 60
Viva Engage Launch: 12-Wk ImplementationEngage SquaredThe Viva Engage launch engagement is designed to support organisations who want to launch Viva Engage into their organisation to foster a connected and inclusive workplace culture.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Microsoft 365 Live Events
19 out of 60
AVASecure 360 - Microsoft 365 Security & Governance Solutions by AVASOFTAVASOFTAware of your Microsoft 365 security? Our solutions secure Teams, SharePoint, and more. Use custom policies, threat detection, and monitoring to protect data, mitigate risks, and ensure compliance.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
20 out of 60
Secure Data Management with Microsoft PurviewAVASOFTConfident in your Secure Data Management with Microsoft Purview? We secure data with encryption, access controls, and automated governance, ensuring compliance and protecting your business.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
21 out of 60
Entra ID Identity and Application Governance Solutions by AVASOFTAVASOFTOur solution fortifies Azure AD security by analyzing accounts, applications, and access policies to identify and mitigate risks, ensuring compliance.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
22 out of 60
OnActuate Public Sector Finance Accelerator: 15-Wk ImplementationOnactuate Consulting IncA tailored service package designed to get government finance departments up and running in Microsoft Dynamics 365 Finance within 15 weeks.
+2
Applicable to:
Finance
Power BI apps
23 out of 60
Introductory and Briefing to the Microsoft Copilots by Comtrade - 1 dayComtrade System IntegrationThis workshop is perfect for those looking for a complete guide to Microsoft Copilots (yes, all of them); You will gain all the knowledge you need to decide what Copilot is right for you and why.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
24 out of 60
Symity 5 Day Teams Premium PilotSYMITY, part of Charterhouse Voice & Data LtdMicrosoft Teams Premium elevates your meeting experience. This pilot explains the key features of Microsoft Teams Premium and provides you with hands on experience with a 30 day trial.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
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
26 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
27 out of 60
360 Managed SupportEngage SquaredExpert Microsoft 365 support to optimise performance, ensure uptime, and drive continuous improvement for your business.
+2
Applicable to:
Adoption & Change Management
Teams Custom Solutions
28 out of 60
COE and Governance EstablishmentSimplyai Pty LtdApply our intelligent automation COE & governance blueprint based on our in-depth operating model experience to tailor a CoE approach that meets your long-term needs
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
29 out of 60
Copliot For Analytics - Free 1 Hour Consulting WorkshopC3IT Software SolutionsEmpower teams to harness data insights through hands-on training in Copilot for Analytics
+1
Applicable to:
Power Virtual Agents
30 out of 60
Cut Costs on Your Microsoft 365 Licensestrue org cloudOptimize Microsoft 365 Licenses and IT Requirements to Reduce Costs
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Workplace Analytics
31 out of 60
Symity Direct Routing as a ServiceSYMITY, part of Charterhouse Voice & Data LtdSymity DRaaS - Connecting Microsoft Teams Phone to Telco Networks
+2
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
32 out of 60
Enhance Financial Processes with Copilot for Financetrue org cloudLeverage AI-powered copilots to streamline financial operations and provide actionable insights.
+2
Applicable to:
Finance
Power BI apps
33 out of 60
Microsoft Entra - Securing Identities and AccessSignal Alliance Technology HoldingOur goal is to provide you with tools to protect your authorized users’ identities so you can authenticate credentials and manage file access while still giving users the freedom to collaborate.
+3
Applicable to:
Cloud Security
Identity & Access Management
Insider Risk
34 out of 60
Symity Consulting for Microsoft SecuritySYMITY, part of Charterhouse Voice & Data LtdWhether you need help planning a watertight security strategy, or need support for seamless deployment, adoption and ongoing management – we’ve got you covered.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
35 out of 60
Identity Foundation Proof Of Concept with Microsoft Entra in 4 WeeksArmis, Sistemas de Informação, LdaLeverage the full suite of Microsoft 365 products - Secure internal and external Identities with Microsoft Entra
+1
Applicable to:
Identity & Access Management
36 out of 60
Identity Governance Proof Of Concept with Microsoft Entra ID Governance in 4 WeeksArmis, Sistemas de Informação, LdaLeverage Microsoft Entra ID Governance to ensure seamless and secure access to Microsoft 365 resources
+1
Applicable to:
Identity & Access Management
37 out of 60
Microsoft 365 Copilot Enablement Discovery – Free Expert WorkshopiFour Technolab Private LimitedReimagine productivity and unlock the full potential of Microsoft 365 with Copilot.
+1
Applicable to:
Workplace Analytics
38 out of 60
Microsoft 365 Productivity Training – 2-Hour Free WorkshopiFour Technolab Private LimitedThis session is designed specifically for business users — no technical expertise required.
+1
Applicable to:
Workplace Analytics
39 out of 60
Modernize Your Outlook Add-ins with Copilot and AI — Free 2-Hour WorkshopiFour Technolab Private LimitedExperience our free 2-hour innovation workshop to explore how you can enhance your Outlook experience with smart automation, tailored insights, and tools for better productivity.
+1
Applicable to:
Workplace Analytics
40 out of 60
Modernize Your PowerPoint Add-ins with Copilot & AI — Free Expert Strategy SessioniFour Technolab Private LimitedOur free 2-hr consulting session is designed to help product owners, developers, and business leaders who want to modernize their PowerPoint Add-ins by integrating AI and Microsoft Copilot capability.
+1
Applicable to:
Workplace Analytics
41 out of 60
Investment Portfolio and Fund Accounting Software Professional ServicesElysys Financial SystemsOffering in-depth expertise in investment portfolio management and fund accounting software spanning a wide range of investment types (Alts, Marketables, Derivatives, long/short Term, etc ...)
+3
Applicable to:
Finance
Business Central
Power BI apps
42 out of 60
Business Apps eConnect - 1-Wk AssessmentECLECTICS INTERNATIONAL LTDLooking for return of investment (ROI) for your Microsoft Dynamics 365 Implementation, achieving solution readiness, and recommendations to achieve a 360-degree view of your customers?
+2
Applicable to:
Sales
Customer Service
43 out of 60
'Veni,vidi,vici' package: 10-Day Proof of Concept EBIS SP. Z.O.O.10-Day 'veni, vidi, vici' package to conquer Power BI and improve your data experience!
+1
Applicable to:
Power BI apps
44 out of 60
Best Practices: 1-Day AssessmentInviso CorporationGet expert recommendations from a trusted partner for aligning existing Power BI implementations to best practices.
+1
Applicable to:
Power BI apps
45 out of 60
Power BI Jumpstart: 3-Day WorkshopInviso CorporationA hands-on workshop to help you adopt Microsoft Power BI for self-service business intelligence.
+1
Applicable to:
Power BI apps
46 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
47 out of 60
Power BI: 3-Day Proof of ConceptInviso CorporationUsing your data, Inviso will work with you to develop a trial report for purposes of demonstrating the advantages of utilizing Power BI in your organization.
+1
Applicable to:
Power BI apps
48 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
49 out of 60
Migration to Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to give you a cost/benefit analysis of migrating from a competitor/legacy reporting platform to Power BI.
+1
Applicable to:
Power BI apps
50 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
+1
Applicable to:
Sales
51 out of 60
Power BI Embedded - 4 Week POCInviso CorporationIntegrate visually stunning interactive reports directly within your application or website.
+1
Applicable to:
Power BI apps
52 out of 60
Custom Teams App: 1-Hour BriefingPractical Solutions, IncA meeting to discuss your organization’s needs for a Custom Teams app that integrates with Microsoft's APIs.
+3
Applicable to:
Calling for Microsoft Teams
Microsoft 365 Live Events
Teams Custom Solutions
53 out of 60
Endpoint Management: 3-Day WorkshopPractical Solutions, IncLearn how to enable your users to be productive on any device without compromising IT security with Microsoft Endpoint Manager.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
54 out of 60
Microsoft Teams Meetings: 2-Day AssessmentPractical Solutions, IncUnderstand 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.
+1
Applicable to:
Meetings for Microsoft Teams
55 out of 60
SharePoint QuickStart: 2-week ImplementationPractical Solutions, IncOur SharePoint QuickStart offers a straightforward and quick way to start your intranet, collaboration, and document management journey to the Microsoft cloud.
+2
Applicable to:
Knowledge & Insights
Teamwork Deployment
56 out of 60
Workplace Analytics Services: 4-week AssessmentPractical Solutions, IncDiscover your organization's collaboration patterns, get analysis and actionable insights, and identify the biggest opportunity areas and how to tackle them.
+1
Applicable to:
Workplace Analytics
57 out of 60
Microsoft Teams QuickStart: 2-week ImplementationPractical Solutions, IncOur Teams QuickStart offers a straightforward and quick way to start your document management, collaboration, and company communications journey in the Microsoft cloud.
+3
Applicable to:
Meetings for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
58 out of 60
Microsoft Intune: 3-Hour Assessmenttrue org cloudAn in-depth assessment of your current IT environment for Microsoft Intune implementation
+3
Applicable to:
Knowledge & Insights
Meetings for Microsoft Teams
Mobile Device Management
59 out of 60
Catalyst Envisioning - Customer Engagement for FSI - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's CRM for FSI!
+2
Applicable to:
Sales
Customer Service
60 out of 60