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Consulting services results for Financial Services
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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
1 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
2 out of 60
Innovate with Low Code AI, AI Agents, and BDOBDOMigrate and modernize your estate by transforming workloads and workflows with intelligent automation and low code Power Platform solutions
+2
Applicable to:
Power Automate
Power Apps
3 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
4 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
5 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
6 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
7 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
8 out of 60
Test_OTP_Transactale_ProfSTest PMC 2 PCThis is a test offer to test the transactable Prof Service.
+3
Applicable to:
Analytics
AI & Machine Learning
Backup
9 out of 60
Frontline Worker 3-Month Pilot ProgramRightpoint Consulting, LLCPilot program for up to 1,000 users to leverage Microsoft 365 for Frontline Workers.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Mobile Device Management
10 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
11 out of 60
Custom Teams App: 2-Week Proof of ConceptInsitenAccelerate the development of a custom Teams app. We will assess your business objectives, develop an architecture and development plan, and build a functional proof of concept to get you started.
+1
Applicable to:
Teams Custom Solutions
12 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
13 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
14 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
15 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
16 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
17 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
18 out of 60
Teams Phone System - 4 Wk ImplementationCarousel Industries of North America, Inc.Microsoft Teams Phone System Planning and Implementation
Teams Direct Routing
Phone System
Cloud Accelerator Teams Workshops
Cloud PBX
+1
Applicable to:
Calling for Microsoft Teams
19 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
20 out of 60
CustomerPortal for Dynamics 365 5wk ImplementationIntelegain TechnologiesWeb portal connected with Dynamics 365 Business Central for customers/vendors to track item availability, place order digitally and track dispatches
+1
Applicable to:
Business Central
21 out of 60
Cloud Security Journey: 2 Hour Proof of Concept360 Visibility Inc.See how Microsoft Azure Cloud Security tools (Azure Defender, Security Center) help you gain security visibility into threats with our Microsoft Security Proof of Concept.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
22 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
23 out of 60
Data Automation: 1-Wk WorkshopClouds On MarsAnalysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
+1
Applicable to:
Power BI apps
24 out of 60
Real Data Power BI: 1-Wk Proof of ConceptClouds On MarsAn engagement with data visualization experts to show the full value of what Microsoft Power BI can bring to your data and business.
+1
Applicable to:
Power BI apps
25 out of 60
Cybersecurity Advisory Microsoft 365 1-wk WorkshopNTT LimitedCybersecurity Advisory for Microsoft 365 is an asset-based consulting engagement that uses workshops and interviews to assess maturity across Microsoft 365 technologies and related people & processes.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
26 out of 60
atQor Microsoft 365 Security Assessment: 3-Wk AssessmentatQorGet expert recommendations and deep analysis for your Microsoft 365 environment to detect unknown anomalies and mitigate them reviewing enterprise level scenarios following best practice.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
27 out of 60
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
28 out of 60
Microsoft 365 App Enhancement: 4-week workshopCX UnicornA comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
29 out of 60
Catalyst Envisioning Loan Origination & Servicing - 4hr WorkshopVeriParkMicrosoft Catalyst Envisioning - 4hr Digital Transformation Workshop - Envision what your future in banking looks like with VeriPark's Loan Origination & Servicing for Retail, SME and Corporate!
+2
Applicable to:
Sales
Customer Service
30 out of 60
Microsoft 365: 2-Week AssessmentPractical Solutions, IncEstablish a clear roadmap and change management plan for your journey to a modern workplace.
Prepare your organization for a secure and productive workplace by getting the most out of Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
31 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
32 out of 60
Viva Insights Overview: 1-hour BriefingLingaroLearn what Microsoft Viva Insights is, how it works. Get familiar with key features
+1
Applicable to:
Workplace Analytics
33 out of 60
Threat Protection Engagement - Security Assessment & Strategy: 4-week assessmentArmis, Sistemas de Informação, LdaThe engagement will help customers assess their organization's security landscape and address your most pressing security goals and challenges
+3
Applicable to:
Cloud Security
Compliance Advisory Services
Threat Protection
34 out of 60
Microsoft 365 Migration: 10-Wk ImplementationabraSuccessfully migrate your Microsoft 365 environment to a managed services model.
+2
Applicable to:
Cloud Security
Power Platform for Teams
35 out of 60
Viva Insights Enriched: 6wk Proof of ConceptLingaroLeverage Lingaro’s Power BI and data integration expertise to explore complex scenarios by enriching Viva Insights data with other sources to drive greater value
+1
Applicable to:
Workplace Analytics
36 out of 60
Activate Digital Selling: 4 hour virtual workshopsaglobalDigital selling, Sales engagement, forecasting, Segmentation, Targeting, lead management, analytics and reporting, Relationship generation, Optimize sales process, Reduce sales operations costs
+2
Applicable to:
Sales
Power Apps
37 out of 60
Manage Financial Risk - 4 hour WorkshopsaglobalDynamics 365 Finance, Financial management, Credit & collections, Cash management, Vendor management, Expense management, Budgeting, Cash flow forecasting, Analytics, E-invoicing, Tax management
+1
Applicable to:
Finance
38 out of 60
Teams Calling Migration : 4-Wk ImplementationabraMigrate from your outdated telephony solution to Microsoft Teams Calling
+1
Applicable to:
Calling for Microsoft Teams
39 out of 60
Business Process Review: 2 hour Pre-AssessmentsaglobalTailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
+1
Applicable to:
Power Apps
40 out of 60
Dynamics 365 for Marketing - 1-Day BriefingReply1-day introduction to marketing solutions using Microsoft Dynamics 365 Marketing product to support digital communications and CRM processes (from Sales to Service)
+1
Applicable to:
Marketing
41 out of 60
CRM in Banking: 1- Day Briefing by Cluster ReplyReplyA 1-day introduction to CRM solutions for Banking companies, focusing on Sales, Marketing & Customer Care processes.
+3
Applicable to:
Marketing
Sales
Customer Service
42 out of 60
Viva Insights QuickStart: 4wk ImplementationLingaroAccelerate your journey to Viva Insights with rapid conclusions into productivity opportunities.
+1
Applicable to:
Workplace Analytics
43 out of 60
Technology Envisioning: 1 day WorkshopsaglobalSupporting leadership to find the right IT transformation strategy by understanding where you are today and where you want to be in the future leveraging Microsoft Dynamics 365 and the Power Platform
+2
Applicable to:
Finance
Sales
44 out of 60
Digital Transformation: 1 day Business AssessmentsaglobalDriving digital transformation and modernizing IT infrastructure by leveraging emerging technologies based on Microsoft Dynamics 365 and the power platform apps together with sa.global's IP
+2
Applicable to:
Finance
Sales
45 out of 60
Intelligent Workplace for Sales-Implementierung 8WDIGITALL Nature Germany GmbHGestalten Sie Ihren Vertrieb digital & intelligent, um langfristig erfolgreichere Kundenbeziehungen zu führen, Kosten zu sparen & Umsätze zu optimieren.
+3
Applicable to:
Sales
Customer Insights
Power Apps
46 out of 60
Business Central as your Bank GL: 1 Hr AssessmentCity Dynamics LtdThis assessment will guide you through how we've developed and implemented Dynamics 365 Business Central as the GL for a new start up or recently launched challenger bank, especially if you use Mambu.
+1
Applicable to:
Business Central
47 out of 60
Microsoft 365 Migration - 3 week implementationFermoriteMigrate your mailboxes and file server shares to Exchange Online and Sharepoint Online.
+1
Applicable to:
Teamwork Deployment
48 out of 60
CoE Install and Configuration: 1 Day WorkshopFidelity Factory Inc.The installation and configuration of the Power Platform Center of Excellence Starter Kit in your environment
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
49 out of 60
Microsoft Purview Protect & Govern Sensitive Data - 3 Day WorkshopEpiq GlobalDiscover risks from dark data and learn how to address them with Microsoft Purview and Epiq.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
50 out of 60
Microsoft Teams Direct Routing: AssessmentEvolve IP, LLC.Evolve IP’s assessment will review your business objectives, existing infrastructure, and help determine your readiness for collaboration & business productivity with Microsoft Teams direct routing.
+3
Applicable to:
Calling for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
51 out of 60
Dynamics GP to Dynamics 365 Business Central: 10 Week ImplementationBond Consulting ServicesOur rapid migration package helps clients migrate from Microsoft Dynamics GP to Dynamics 365 Business Central in 8-12 weeks with a proven successful plan and powerful deliverables.
+1
Applicable to:
Business Central
52 out of 60
Power BI Advanced Dashboard: 2 Week Proof of ConceptNous Infosystems Inc.Create Power BI advanced dashboards in just two weeks providing actionable data visualizations making use of all the data sources effectively.
+1
Applicable to:
Power BI apps
53 out of 60
Business Process Optimization: 6 Wk ImplementationSparkhound LLCStandardize, Optimize, and Automate Business Processes
+1
Applicable to:
Power Automate
54 out of 60
Work From Home: 5-Weeks ImplementationEGENERATION LIMITEDWork From Home Implementation service for Small to Large Enterprises offering Microsoft Modern Workplace solutions for productivity, collaboration & communication.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Teams Custom Solutions
Teamwork Deployment
55 out of 60
Dynamics 365 Sales Deployment: 8 Wk ImplementationVelosioQuickly, confidently and affordably make the move to Dynamics 365 Sales with Velosio Express packaged services from Velosio starting at just $29,995.
+1
Applicable to:
Sales
56 out of 60
Power BI Embedded Portal: 1 Wk ImplementationTallanWe'll collaborate with your teams to use Microsoft Power BI Embedded features to create rich, interactive, and guided engagements where report visualizations are placed directly into your apps!
+1
Applicable to:
Power BI apps
57 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
58 out of 60
Business Process Automation: 1-Day AssessmentCreospark Consulting Services IncOne Day Business Process Automation Assessment for Workflows, Forms, Business Processes, Reporting, Apps
+1
Applicable to:
Power Apps
59 out of 60
Customer Care Package: 10-Wk ImplementationVelosioRedesign your customer experience capabilities with packaged deployment of Customer Service, Agent Chat, Remote Assist and Customer Insights in less than 3 months.
+1
Applicable to:
Customer Service
60 out of 60