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Consulting services results for Financial Services
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Migrate Your Excel Add-in to Power BI — Free 2-Hour Modernization SessioniFour Technolab Private LimitedFree 2-hour modernization consultation where our experts will guide you through the transition path, outline the migration strategy, and highlight the business benefits of moving to a Power BI-driven
+3
Applicable to:
Power BI apps
Power Apps
Power Pages
1 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
2 out of 60
Microsoft 365 Copilot Adoption - Digital AttitudeDigital Attitude SrlImplementing an action plan to promote a conscious, polite, and sustainable use of Copilot for Microsoft 365 in the company
+1
Applicable to:
Adoption & Change Management
3 out of 60
Agile Business Central Deployment with CopilotNexerImplementation and training of Dynamics 365 Business Central for small and medium-sized businesses, 4-week Agile project.
+3
Applicable to:
Business Central
Power BI apps
Power Apps
4 out of 60
Microsoft Security Solution Strategy - 3 Hour workshopINFOTECHTIONLearn the best way to operate Microsoft Purview Data Security Features and build a high-level adoption strategy.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
5 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
6 out of 60
Microsoft 365: 3-Hour Implementationtrue org cloudGain a competitive edge and be more productive with a higher growth in your business with the help of True.org Cloud’s Microsoft 365 Business implementation.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Teamwork Deployment
7 out of 60
GoDaddy to Direct Microsoft 365 Migration 2 Hrs Proof of Concepttrue org cloudRemove GoDaddy and other third-party entities from your tenant, reclaiming internal control over your systems.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Information Protection & Governance
8 out of 60
Microsoft Viva Insights: 4-Wk ImplementationSignal Alliance Technology HoldingDiscover Microsoft Viva Insights helps employees and businesses thrive with data-driven, privacy-protected insights and recommendations to improve employee productivity and wellbeing.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
9 out of 60
Reporting Financier : 2 semaines preuve de conceptFINELOGAutomatisez la collecte et le retraitement des données,
Structurez l'information pour un usage analytique,
Analysez et présentez l'information dans Power BI et Excel
+1
Applicable to:
Power BI apps
10 out of 60
Finance&Operations AR Daily Task: 1-Day WorkshopDynamics EdgeThis instructor-led, one-day workshop is an in-depth review of the full accounts receivable cycle daily accounting responsibilities.
+1
Applicable to:
Finance
11 out of 60
Microsoft 365 Endpoint Manager Deployment Roadmap Assessment - 4 Week AssessmentProtivitiActionable plan and high-level view to move towards a successful Microsoft Endpoint Manager (MEM) deployment and migration
+1
Applicable to:
Cloud Security
12 out of 60
Power BI for Business Analytics: 1-Day WorkshopMAQ SoftwareA one-day workshop that goes beyond the basics to cover the essential concepts required to help your organization adopt Power BI as a solution for its business analytics needs.
+1
Applicable to:
Power BI apps
13 out of 60
Lucidchart to Microsoft Visio Migration WorkshopSoHo Dragon Inc.Migration of Lucidchart files has never been easier. This workshop will guide you through the entire process, ensuring a smooth migration.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
14 out of 60
Avanade Microsoft Cloud for Financial Services FY24: 1 day briefingAvanade, Inc.The Banking Accelerator
+1
Applicable to:
Customer Service
15 out of 60
Backoffice Financial Services: 5-hr WorkshopAxxon Consulting S.AThe Financial Services industry usually has a precarious and technologically distant Administrative Backoffice, compared to its Core Business systems but not less important.
+1
Applicable to:
Finance
16 out of 60
Unlock Intelligent AP Workflows with AP BuddyC3IT Software SolutionsTransforming Accounts Payable with Intelligent Automation & Real-Time Insights
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
17 out of 60
Intelligent Automation: 4-Wk Proof of ConceptGenpact LLCTransform your business operations, in driving digital transformations, and reimagine your business processes
+1
Applicable to:
Power Automate
18 out of 60
Microsoft 365: 3-D ImplementationatworkAccelerate the Microsoft 365 roll-out and ensure long-term user adoption with Adoption and Change Management
+2
Applicable to:
Adoption & Change Management
Microsoft 365 Live Events
19 out of 60
Copilot for Microsoft 365 extension to 3-rd party systems: 3-Wk Design and implementationReplyExtend Copilot for Microsoft 365 capabilities to work on your on-premises or stored in 3-rd party systems data.
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
20 out of 60
«App in a Day» WorkshopIntelliasA comprehensive hands-on training designed to equip participants with the skills needed to develop no-code/low-code applications using the Microsoft Power Apps platform.
+2
Applicable to:
Power Automate
Power Apps
21 out of 60
Dynamics 365 for Sales Upg: 1-Day ImplementationFMT ConsultantsIf you are currently using an old and dated version of Microsoft Dynamics 365 for Sales (CRM) our affordable upgrade is just for you.
+2
Applicable to:
Sales
Business Central
22 out of 60
SOS Enterprise Comm. App: 1-Wk ImplementationSOS Group LimitedSOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
+1
Applicable to:
Power Apps
23 out of 60
Copilot Elevate: Enterprise Grade Implementation of Copilot for Microsoft 365Ravanty Tech Consulting, Inc.Maximize potential with comprehensive, premium Copilot for Microsoft 365 solution implementation across your Enterprise.
+1
Applicable to:
Adoption & Change Management
24 out of 60
CSV To Power BI: 3-Day Proof of ConceptCatapult Systems, LLCA Power BI pilot based on your sample data provided in CSV file format.
+1
Applicable to:
Power BI apps
25 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
26 out of 60
Data Visualization Pack: 5-Day Proof of ConceptPredicaOur 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!
+1
Applicable to:
Power BI apps
27 out of 60
D365 Sales&Marketing+CoPilot: 10Wk ImplementationBizappServiços de Análise, Planejamento e Implantação do Microsoft Dynamics 365 Customer Insights, Marketing & Sales + CoPilot
+3
Applicable to:
Marketing
Sales
Customer Insights
28 out of 60
Atos || Pilot program for Windows 365Atos International SASAtos Microsoft Windows 365 7 days engagement pilots hybrid work scenarios in customer environments using Windows 11, enabling the implementation of configurations and Intune policies for CloudPC.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
29 out of 60
Power BI Embedded App TemplateSkypointThe Embedded App template is an Azure Web app designed for sharing Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
30 out of 60
AI-Enhanced Workflow Automation With Power AutomateWAi TechnologiesTo streamline your business processes with our Power Automate Workflow Automation & AI Integration services
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
31 out of 60
MDS - Threat Protection EngagementMaureen Data SystemsA 3-day engagement to discover threats and vulnerabilities to a customer's Microsoft cloud and on-premises environments & enhance a customer's ability to detect, respond & mitigate security threats.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
32 out of 60
Automate Account Reconciliation with Microsoft Copilot Studiotrue org cloudStreamline your account reconciliation processes with AI-driven Copilots for greater accuracy and efficiency.
+3
Applicable to:
Compliance Advisory Services
Knowledge & Insights
Teams Custom Solutions
33 out of 60
Microsoft365 Adoption Services: 10-Wk ImplementationatQorChange adopt leveraging Microsoft 365 offerings by migrating and managing your existing productivity environment and Devices and achieve modernization.
+3
Applicable to:
Adoption & Change Management
Device Deployment & Management
Information Protection & Governance
34 out of 60
Power BI Reporting: 4-week Assessment & PoCITMAGINATIONImprove your reporting and decision making with cutting edge analytics, migrate your existing reporting platform to Power BI or create a completely new one from scratch with ITMAGINATION's support.
+1
Applicable to:
Power BI apps
35 out of 60
LTIMindtree Modern Work Transform Employee Experience & Drive Employee Engagement with Microsoft Viva Connections: 4 - Weeks AssessmentLTIMindtree LimitedDiscover how Microsoft Viva helps organizations build meaningful connections by enabling employees to easily discover relevant communications, communities and tools.
+1
Applicable to:
Knowledge & Insights
36 out of 60
Cloud Reporting Platform: 4-Week ImplementationAdastra, s.r.oWe will help you identify and migrate targeted workloads to Power BI, actioning visualization, transformations, etc. to further your enterprise data strategy.
+1
Applicable to:
Power BI apps
37 out of 60
Servicios profesionales de Adopción & Gestión del cambio ¨Microsoft Copilot¨readymindGarantizar la adopción de ¨Microsoft Copilot¨ con especialistas de READYMIND
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
38 out of 60
Ingram Micro - Microsoft Power Automate – Discovery PackageIngram Micro Engage Ingram Micro HPS Consultants to join you on your process discovery journey. Together, we will identify critical business imperatives and explore effective solutions to achieve these aims
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
39 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
40 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
41 out of 60
Teams collaboration and Adoption Services: 1-Day WorkshopSCCSCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
42 out of 60
Copilot Security Assessment: 4-Wk AssessmentManaged SolutionUnlock the full potential of AI with a comprehensive Microsoft Copilot Security Assessment, fully integrated with Microsoft 365
+3
Applicable to:
Cloud Security
Device Deployment & Management
Knowledge & Insights
43 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
44 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
45 out of 60
CollabIT - PowerPlatform Development - 4 wk ImplementationCollabIT Zrt.Providing PowerPlatform development, implementation and consultancy services for medium and large corporations.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
46 out of 60
Dynamics 365 Customer Insights: 8-Wk ImplementationARBENTIA CONSULTING, S.L.8-Wk implementation of Microsoft Dynamics 365 Customer Insights, tool that allows brands to store, manage, optimize and analyze the experience of all customers
+1
Applicable to:
Customer Insights
47 out of 60
Dynamics 365 Business Central, HCM & ADP: 1-Hr AssessmentJourneyTEAMFREE 1-hr assessment discussing your current ERP system including Dynamics 365 Business Central. We will evaluate gaps in your ERP, Payroll, HR and Human Capital Management (HCM) systems.
+3
Applicable to:
Finance
Business Central
Customer Service
48 out of 60
Identity Foundation Implementation Services with Microsoft Entra in 70 DaysArmis, 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
49 out of 60
Free Upgrade to Dynamics 365F&SC :3-Day AssessmentETG GlobalMicrosoft Dynamics Upgrade Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
50 out of 60
Dynamics 365 Business Central: 9-Wk ImplementationSyvantis Technologies, IncImplement Dynamics 365 Business Central and gain better integration with other systems while decreasing licensing costs.
+1
Applicable to:
Business Central
51 out of 60
FREE Dynamics 365 HR Process: 3-Hr AssessmentFourVisionFind out how Microsoft Dynamics 365 Human Resources suits your business, during the Fit Gap demonstration FourVision will show you a solution overview that highlights your specific HR activities.
+1
Applicable to:
Finance
52 out of 60
Financials SelfStart: 1-Hr ImplementationColumbusThis free on-demand engagement provides support assistance for your implementation of Dynamics 365 Finance and Operations, Business Edition.
+1
Applicable to:
Business Central
53 out of 60
Tier 3 First Class: 3-Wk ImplementationTechnology Management ConceptsA deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
+1
Applicable to:
Business Central
54 out of 60
Business Central Premier: 8-Wk ImplementationDynamic ConsultingOur Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
+1
Applicable to:
Business Central
55 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
56 out of 60
Power Apps & Your Business: 3-Day Proof of ConceptXRM VisionStarting from one of your business processes, we will create a Proof of Concept using Power Apps and Flow.
+1
Applicable to:
Power Apps
57 out of 60
Report and Dashboard Creation: 2-Day WorkshopClouds On MarsAccelerate your Microsoft Power BI learning with the comprehensive ‘Dashboard-in-a-Day’ training that is enhanced with an additional day for data visualization and practical exercises on your data.
+1
Applicable to:
Power BI apps
58 out of 60
Viva Insights: 5 weeks ImplementationTCS - Digital WorkplaceEnhancing employee productivity with Viva Insights / Workplace Analytics
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
59 out of 60
Power BI Intermediate Workshop - 2 DaysTecknoworksWe’ve packed two days with insights that will change the way you work with Power BI.
+1
Applicable to:
Power BI apps
60 out of 60