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Consulting services results for Financial Services
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KK Teams Design and Planning WorkshopKraft KennedyDesign and planning workshop for Microsoft Teams collaboration software
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
1 out of 60
Support Subscription: Cloud Transformation Services 12-Months ImplementationCollabPoint LLCAccording to Forrester Research only 37% of cloud migrations provide acceptable outcomes. By coupling technical deployment with end user training and adoption we increase kpi's to closer to 80%.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
2 out of 60
Act! CRM Migration All Enti: 4-Day Implementation MTCFour-day implementation service to migrate data for all entities from Act! CRM to Dynamics 365/CRM.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
3 out of 60
Dynamics 365 for Sales: 12-Wk CRM MigrationTrimaxSecureLaunch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
+1
Applicable to:
Sales
4 out of 60
Lenovo-led POC Program: 4-Wk Proof of ConceptLenovo SoftwareThe Lenovo-led POC program offers customers the opportunity to deploy (up to) 3 native Teams Rooms at no cost.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
5 out of 60
Rapid Migration for RPA: 4-6 WK MigrationAlithya Fullscope Solutions, Inc.Alithya offers extensive experience and our migration tool RapidAMT provides planning to testing and ALM deployment, we have you covered!
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
6 out of 60
Digital Selling Exp. for FS 6 week implementationCapgemini GroupDigital 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.
+1
Applicable to:
Power Apps
7 out of 60
Microsoft 365 Copilot Proof of Value WorkshopCloud Revolution LLCThe Copilot Proof of Value (Small) helps organizations (300+ users) quickly evaluate Microsoft Copilot, showcasing its value and accelerating adoption for Microsoft 365, Sales, Service, and Finance.
+1
Applicable to:
Adoption & Change Management
8 out of 60
Microsoft Teams Rooms Fundamentals: 2 Hour Free ConsultationAVI-SPLA free preliminary consultation session for customers considering or planning to deploy Microsoft Teams Rooms Systems.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
9 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
10 out of 60
Microsoft SharePoint Business Intranet: 10-Week Impl.ScienceSoft USA Corp.We implement robust Microsoft SharePoint based business intranets to align your business processes, improve employee collaboration and productivity: www.scnsoft.com/services/sharepoint/intranets/demo
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
11 out of 60
Microsoft Purview Compliance Quickstart - 4-6 Week ImplementationProtivitiJump Start your Compliance Journey with Microsoft Purview Compliance Manager to Govern Risk and Compliance
+2
Applicable to:
Compliance Advisory Services
Information Protection & Governance
12 out of 60
Information Management: Clean-up, Back-up & Governance 3-month AssessmentEngage SquaredThe SharePoint Online Clean-up, Back-up & Governance engagement will help you to understand your data and make informed decisions about how to manage it.
+1
Applicable to:
Knowledge & Insights
Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
14 out of 60
Power Platform: 1-Hr BriefingBJSS LimitedAn opportunity to get a better understanding around Low Code technologies and how your company can get best use out of it
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
15 out of 60
Information Management: Records Management Capability Assessment and Microsoft 365 Roadmap 5-Wk AssessmentEngage SquaredUnderstand your current records management capability and how your requirements can be addressed using an appropriate solution with our capability assessment and Microsoft 365 roadmap.
+1
Applicable to:
Knowledge & Insights
16 out of 60
AI Transformation with CopilotApsiaAI Projects must truly serve business objectives !
The ultimate reason we are here is to deliver value for the organization.
+3
Applicable to:
Finance
Power Virtual Agents
Power Apps
17 out of 60
Managed Microsoft 365 for Financial Services - Free Consultation: 2-Week ImplementationOptions Technology LtdSpeak to our experts on how we can elevate your Microsoft 365 deployment with our industry-leading services.
+3
Applicable to:
Cloud Security
Identity & Access Management
Teamwork Deployment
18 out of 60
Microsoft 365 Security Readiness: 4-Wk AssessmentQuadrasystems.net (India) P LtdIdentify vulnerabilities and threats within Microsoft 365. Utilize advanced protection, intelligence, detection & response mechanisms to safeguard your data. Amplify security with real-time insights.
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
19 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
20 out of 60
Office 365 Managment: 1 Day AssessmentEze Castle IntegrationECI will review your Office 365 Tennant Configuration and suggest on-going managment needs
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
21 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
22 out of 60
Microsoft 365 Copilot ReadinessPT Alfa Koneksi IndonesiaWe help you to understand and realize the business value of Generative AI capabilities within your workplace environment.
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
23 out of 60
Aseguramiento de ciberseguridad: taller 4 semanasSofistic Colombia SASConsultoría para la de seguridad adaptada a las necesidades de la empresa orientada en proteger la información y remediar vulnerabilidades de Microsoft 365.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
24 out of 60
Power Platform Discovery: 4-Hr WorkshopExperience DigitalA high level discovery session, applicable to all industries: Make a huge impact by leveraging the power platform with its low code capability and quick turn around time.
+1
Applicable to:
Power Apps
25 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
26 out of 60
Dynamics NAV to D365 BC - 4HR AssessmentOmni Logic SolutionsMigrate or Upgrade Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central 4hr - Assessment
+1
Applicable to:
Business Central
Alithya Dynamics 365 Customer InsightsAlithya Fullscope Solutions, Inc.Unlock business success with Alithya's Dynamics 365 Customer Insights: seamlessly integrate data, gain a 360-degree customer view, and power personalized engagements.
+1
Applicable to:
Customer Insights
28 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
29 out of 60
Dynamics 365 Field Service: 5-Day WorkshopMTCLearn how to leverage the potential of Dynamics 365 Field Service for improving your business revenue, resource utilization and cases resolution through this 5-day interactive workshop.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
30 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoftMicrosoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
+2
Applicable to:
Sales
Customer Service
31 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
32 out of 60
Copilot workshopSaxon Global Inc.The Copilot Assessment workshop by Saxon.AI is designed to empower participants in leveraging Copilot also across diverse business functions. Attendees will gain hands-on experience with Copilot
+3
Applicable to:
Adoption & Change Management
Power Platform for Teams
Teams Custom Solutions
33 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
34 out of 60
Beyondsoft Power BI: 4-Day Proof of ConceptBeyondsoft ConsultingHarness the power of Microsoft Power BI for your business
+1
Applicable to:
Power BI apps
35 out of 60
Microsoft Dynamics NAV to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Dynamics NAV but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:
Business Central
Microsoft Intune: 4-Wk Implementation ServicesTechNet UC LLCBaseline Microsoft Intune Design and Deployment Services - Comprehensive
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
37 out of 60
MDS AI + Copilot Technical Advisory WorkshopMaureen Data SystemsThis Maureen Data Systems' three-day workshop will provide enterprise Microsoft 365 Copilot adoption, implementation,
readiness, custom project insights, guidance and technical consultation.
+1
Applicable to:
Adoption & Change Management
38 out of 60
NashTech Power Platform: 1-Wk ImplementationNashTechBuild YOUR agile business processes with the Microsoft Power Platform
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
39 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
40 out of 60
Viva: 5-days WorkshopSoftline TradeSoftline will help you discover and understand your current challenges with respect to employee experience. By the end of the workshop, Softline will help you to a create a roadmap for Viva solutions
+1
Applicable to:
Knowledge & Insights
41 out of 60
Copilot Explore: Copilot for Microsoft 365 Adoption Immersion ExperienceRavanty Tech Consulting, Inc.Hands-on, interactive exploration of Copilot’s vast capabilities
+1
Applicable to:
Adoption & Change Management
42 out of 60
CustomerServices: 2-Month Implementação + CopilotBizappEm 2 meses tenha disponível uma central de atendimento completa com recursos de autoatendimento (base de conhecimento/BOT), multicanal (e-mail, chat, telefone, outros) e CoPilot da Microsoft.
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
43 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
44 out of 60
Microsoft Security Copilot POV & Adoption PlanBDO Digital, LLCProve the value of Microsoft Security Copilot & establish the necessary safeguards against excessive access and misuse while readying your group for safe, cost-effective adoption
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
45 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
46 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
47 out of 60
Microsoft Power Platform AssessmentSaxon Global Inc.Maximize the value of Microsoft Power Platform through a tailored assessment service, aligning business goals with platform capabilities to empower users, and improve collaboration.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
48 out of 60
Power Platform Proof-of-Concept: 4-Day WorkshopConfluentThis onsite Proof of Concept workshop will show you how to enhance and automate your business processes using the Power Platform.
+1
Applicable to:
Power Apps
49 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
50 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
51 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
52 out of 60
Microsoft 365 Modern Work Copilot Readiness AssessmentEze Castle IntegrationWith the assistance of our certified experts, ECI can help firms gauge their current readiness as they look to adapt Copilot
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
53 out of 60
Microsoft Teams Rooms Training and Adoption Services - 10 Days WorkshopKinlyWorking together is our specialty at Kinly, so we know that to get the very best from your Microsoft Teams Rooms solutions, your people must be empowered with the right training
+2
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
54 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
55 out of 60
Dynamics 365 Finance 10-Wk ImplementationHSO US (AKA)Dynamics 365 Finance & Supply Chain Implementation Services
+3
Applicable to:
Supply Chain Management
Finance
Project Operations
56 out of 60
Viva Insights Accelerator: 3-Wk ImplementationI-COMM AUSTRALIA PTY. LTD.IComm's Insights Accelerator is the perfect solution to understand the metrics and focus areas in Viva Insights to grow and maintain your team's wellness & control digital burnout.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
57 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
58 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
59 out of 60
Power BI Governance: 1-Day WorkshopSlalom ConsultingThis workshop provides guidance and best practices for the governance and management of Power BI across the enterprise.
+1
Applicable to:
Power BI apps
60 out of 60