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Consulting services results for Financial Services
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Teams Calling Migration : 4-Wk ImplementationabraMigrate from your outdated telephony solution to Microsoft Teams Calling
+1
Applicable to:
Calling for Microsoft Teams
1 out of 60
Project Online Dashboards: 1-Day Proof of ConceptAdvaiya Solutions Inc.A pilot implementation using pre-populated Power BI dashboards for Executives, Project Managers, PMOs and Resource Managers.
+1
Applicable to:
Power BI apps
2 out of 60
Tableau to Power BI Migration: 3 Week Proof of ConceptNous Infosystems Inc.Accelerate Tableau to Power BI migration at optimized costs with Nous.
+1
Applicable to:
Power BI apps
3 out of 60
MicroAge ManageWise for Microsoft 365 CopilotMicroAgeMicrosoft 365 Copilot Readiness and Optimization Assessment to provide an integrated plan for implementation and risk analysis including Circle of Excellence user training.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
4 out of 60
Dynamics 365 Custom Development: 1-Day AssessmentTechminds GroupContact us for a free evaluation and estimated pricing for Microsoft Dynamics 365 customization.
+1
Applicable to:
Business Central
Dynamics 365 Fixed Asst/Hist: 3-Day ImplementationIntellitec Solutions LLCAssistance with provisioning Dynamics 365 Business Central Essentials. Ideal for businesses that need to be active quickly, This will have you up and running fast with a year of historical data.
+1
Applicable to:
Business Central
6 out of 60
Frontline Worker Pilot (Medium – Large)Covenant Technology PartnersFrontline Worker Proof of Concept for Medium to Large Organizations - 4-week pilot
+2
Applicable to:
Adoption & Change Management
Frontline Workers
7 out of 60
Power BI Hands-On Training: 1-Day WorkshopPacteraA hands-on workshop to learn how the unique capabilities of Power BI can help you represent and analyze data, and derive insights.
+1
Applicable to:
Power BI apps
8 out of 60
VIVA Insights Quick Start Program: 2-Wk ImplementationSoftchoiceProvide customers with discovery and alignment on their Viva Insights strategy and business transformation
+1
Applicable to:
Knowledge & Insights
9 out of 60
Project Online Dashboards: 2-Hr BriefingAdvaiya Solutions Inc.An introduction to Power BI dashboards and reports for Project Online and live demo.
+1
Applicable to:
Power BI apps
10 out of 60
Abacode Data Governance and Protection of Sensitive Data Implementation Powered by Microsoft 365Abacode Inc.Assess data gaps and implement remediation actions to prevent sensitive data leaks leveraging Microsoft 365 stack.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
11 out of 60
Power BI for Developers: 1-Day WorkshopCSG ProA full day of deep-dive training for developers focused on Power BI.
+1
Applicable to:
Power BI apps
12 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 is a good fit for your organization.
+1
Applicable to:
Business Central
13 out of 60
Dynamics 365 CE Sales: 10-Wk ImplementationWipfli LLPWipfli Dynamics 365 Customer Engagement Implementation Sales Enablement
+1
Applicable to:
Sales
14 out of 60
Management Services: 10-Week AssessmentCatapult Systems, LLCCatapult Management Services is a range of expert-led cloud subscription services to monitor, remediate and deliver strategic recommendations to optimize your environment across Microsoft platforms.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
15 out of 60
iT1's Security AssessmentIt1 Source LLCImprove your security awareness and be prepared to defend against common security threats with Microsoft 365 Security Tools
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
16 out of 60
Loan Vision: 10-Week ImplementationBestborn Business Solutions, LLCMortgage Industry Finance System
+1
Applicable to:
Business Central
17 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
18 out of 60
Google Workspace Migration: 1-Hr ImplementationBeMo CorpGet a free, no-obligation consultation with Migration Experts on your project.
+3
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
Meetings for Microsoft Teams
19 out of 60
Transform your Business with Power Apps and Customization in 6 WeeksWAi TechnologiesTo help transform businesses with Power Apps and Power BI Insights targeting enterprises that are invested in Microsoft and looking for modernization using Low code No code platforms.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
20 out of 60
Cash Conversion Cycle - Business Intelligence Consulting for Smarter Decisions and Faster GrowthFresh BITurn complexity into clarity with tailored BI solutions that align with your goals, drive faster decisions, and empower your team to grow with confidence.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
21 out of 60
Power Platform: 1-Day ImplementationatQorPower Platform Consulting and implementation services in your use case by Bitscape team
+2
Applicable to:
Power BI apps
Power Apps
22 out of 60
LTIMindtree Customer Onboarding: 4-Weeks ImplementationLTIMindtree LimitedQuick customer onboarding using PowerApps, Power Automate and AI Models .
+2
Applicable to:
Power Automate
Power Apps
23 out of 60
Direct Connection Power BI: 8-Day Proof of ConceptCatapult Systems, LLCA Power BI pilot using direct connection to a single customer data source.
+1
Applicable to:
Power BI apps
24 out of 60
Microsoft 365 License Optimization:1-hr AssessmentFrontier Technology, LLCReview current state of Microsoft Cloud Services plans and subscriptions. Optimize to a "Cloud first" business model that is potentially more cost effective.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Identity & Access Management
25 out of 60
Financial Services 1 Day Compliance AssessmentXantrionA compliant modern workplace environment for financial service firms managed by experts.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
26 out of 60
BI for Financial Services: 1-Wk Proof of ConceptTeksouth CorporationAn engagement tailored to the Financial Services industry that uses your data and results in a foundational implementation of Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
27 out of 60
Employee Experience w/Viva Workshop-3 DayKiZAN TechnologiesDiscover how Microsoft Viva, an integrated platform built on top of Microsoft Teams, will help your people to be their best.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
28 out of 60
Self Service Employee Portal - Power Platform 4-Wk Proof of ConceptCanvizAutomate employee centric processes using Power Platform to enable electronic content exchange; automate distribution, routing, and approval; and eliminate inefficient queuing time.
+1
Applicable to:
Power Apps
29 out of 60
Power Automate Practice 4-Wk ImplementationTech Mahindra LimitedPower Automation Practice Build Up in a 4-Wk Implementation
+1
Applicable to:
Power Apps
30 out of 60
Custom Teams App Development: 1-Hour BriefingInsitenAccelerate the development of a custom Teams app. We will assess your business objectives, explore the Teams development platform, and provide you with a high-level architecture and development plan.
+1
Applicable to:
Teams Custom Solutions
31 out of 60
Microsoft Defender for Endpoint Professional Services: 1-Wk ImplementationOptiv Security Inc.Provide comprehensive, powerful protection at your organization's endpoints from Optiv utilizing the Microsoft Defender for Endpoint solution.
+3
Applicable to:
Information Protection & Governance
Knowledge & Insights
Threat Protection
32 out of 60
Endpoint Manager for Desktops - Financial Services: 3-Months Proof of ConceptProtected TrustIncrease productivity, reduce administrative costs, enhance security profiles and meet compliance requirements
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
33 out of 60
Power BI – Power Start - 4 Week ImplementationAnblicksAre you looking to unlock actionable analytics with Power BI? Achieve cost-effective reporting automation expert consulting services with Anblicks Power BI - Power Start.
+1
Applicable to:
Power BI apps
34 out of 60
Microsoft Teams Adoption Services EngagementWorld Wide TechnologyWWT helps customers with adoption of a Microsoft Teams environment ensuring a better understanding for all employees.
+1
Applicable to:
Adoption & Change Management
35 out of 60
Microsoft 365 Copilot Due Diligence & Adoption; 10 Week Pilot ImplementationInnova Solutions Inc.We at Innova can help enterprises to unleash Generative AI innovative products like Microsoft 365 Copilot which helps organization embrace seamless employee experience and drive business outcomes
+1
Applicable to:
Adoption & Change Management
36 out of 60
Secure Identity AssessmentManaged SolutionManaged Solution to assess the existing Active Directory infrastructure with the goal of developing a roadmap for future identity management and use of additional features within Microsoft365
+1
Applicable to:
Compliance Advisory Services
37 out of 60
Microsoft Viva Goals PilotCovenant Technology PartnersMicrosoft Viva Goals (Employee Experience) Proof of Concept: Create a roadmap for adoption, 4 weeks
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
38 out of 60
Microsoft Viva Insights WorkshopCovenant Technology PartnersMicrosoft 365 Viva Insights Workshop: Bring together communications and insights! 8-hour workshop
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
39 out of 60
Dynamics 365 Business Central WorkshopCovenant Technology PartnersNeeds Assessment Workshop for Dynamics 365 Business Central: 8-hour workshop
+1
Applicable to:
Business Central
40 out of 60
Catalyst Envision and Innovation WorkshopCovenant Technology PartnersCatalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
+1
Applicable to:
Customer Service
41 out of 60
Migrate to Power BIDataFactZDataFactZ - 12 Week Power BI Migration Consulting Package
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
42 out of 60
KK_Copilot Readiness offerKraft KennedyDesign and planning session to discuss the firm’s needs and goals related to the implementation of Microsoft Copilot for Microsoft 365.
+1
Applicable to:
Adoption & Change Management
43 out of 60
KK Copilot AdvisoryKraft KennedyKraft Kennedy will lead a series of roadmap sessions to increase customer confidence with AI and then help plan a Microsoft Copilot for Microsoft 365 Proof of Concept
+1
Applicable to:
Adoption & Change Management
44 out of 60
Cloud Endpoint Management: 2-Hour BriefingRavanty Tech Consulting, Inc.Envision the power of Microsoft’s Modern Cloud Endpoint Management and Security with Microsoft Intune
+2
Applicable to:
Device Deployment & Management
Mobile Device Management
45 out of 60
Microsoft 365 Copilot Readiness for Financial ServicesGadellNet Consulting Services LLCOur multi-phase engagement will ensure your team rolls out Copilot for Microsoft 365 securely and efficiently.
+2
Applicable to:
Teams Custom Solutions
Teamwork Deployment
46 out of 60
Dynamics 365 Business Central Process Review - Expert Led Efficiency & Automation AssessmentCrestwood AssociatesUnlock the full potential of Business Central. This review helps SMBs move beyond GL/AP/AR to optimize financials, operations, and automation opportunities.
+2
Applicable to:
Business Central
Power BI apps
47 out of 60
Intelligent Data Unification Assessment with FabricArgano LLCAccelerate your path to AI-ready data with a strategic, actionable roadmap
+3
Applicable to:
Finance
Customer Insights
Power BI apps
48 out of 60
Accelerate Innovation with Low-Code AI App Development Using Microsoft Copilot & Power Platform – 3-Week AssessmentCompQsoft IncAccelerate innovation by building AI-powered apps faster with Microsoft Copilot and Power Platform.
+2
Applicable to:
Power Automate
Power Apps
49 out of 60
Intelligent Data Unification Pilot for FabricArgano LLCAccelerate insight-driven decisions with a secure, scalable analytics foundation for AI
+3
Applicable to:
Supply Chain Management
Customer Insights
Power BI apps
50 out of 60
Copilot and AI Readiness AssessmentCloudServusRun an AI Readiness Assessment to pinpoint gaps using Copilot adoption; align next steps to Copilot & Agents at Work.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Threat Protection
51 out of 60
Microsoft Purview QuickStart: ImplementationKraft KennedyKraft Kennedy offers a Microsoft Purview Quick Start engagement that is designed to deliver customers immediate value by establishing foundational data governance capabilities.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Threat Protection
52 out of 60
Data Pros AMG - Copilot Readiness AssessmentData ProsEmpowering SMBs to confidently begin their AI journey with a tailored Microsoft Copilot readiness assessment.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
53 out of 60
Business Central Currency: 1-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will assess your Multicurrency readiness in Microsoft Dynamics 365 Business Central, interview you and show an example of currencies, exchange rates, and automating their update.
+1
Applicable to:
Business Central
54 out of 60
Dynamics SL to Business Central: 2-Hr AssessmentBoyer & AssociatesDiscover how to transition your Microsoft Dynamics SL investment to the cloud by taking advantage of discount pricing for Dynamics 365 Business Central.
+1
Applicable to:
Business Central
55 out of 60
Dynamics GP to Business Central: 2-Hr AssessmentBoyer & AssociatesDiscover how to transition your Microsoft Dynamics GP investment to the cloud by taking advantage of discount pricing for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
56 out of 60
Experience the Dynamics 365 Business Central: 1-Hr Assessmenttrue org cloudIntegrate finance, sales, service, and operations seamlessly using a solution relied upon by more than 30,000 small and medium-sized businesses.
+1
Applicable to:
Business Central
57 out of 60
CEM Dynamics 365 Upgrade: 3-Day AssessmentCEM Business Solutions IncAre you using Microsoft Dynamics AX? Are you considering a Microsoft Dynamics 365 Upgrade? This 3-day assessment will quantify the time, effort, and cost required to make the move.
+1
Applicable to:
Finance
58 out of 60
Dynamics 365 for Sales: 3-Hr Implementationtrue org cloudGet help with the set up and migration of Dynamics 365 for Sales
+1
Applicable to:
Sales
59 out of 60
Dynamics 365 911: 4-Hr AssessmentFusion AllianceGet immediate, actionable advice on your most pressing Dynamics 365 issues.
+1
Applicable to:
Finance
60 out of 60