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Consulting services results for Financial Services
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Secure Remote Work: 3 Days Intro and Plan WorkshopLiveRoute FZ-LLCEngagement to introduce benefits (of working from anywhere, anytime but securely for your productive workforce), assessment and establish a plan for enabling modern Secure Remote Work workplace.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
1 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
2 out of 60
Microsoft 365 E5 KAM-Fort Deployment: 8 Week Imp.KAMIND IT, IncKAMIND Security infrastructure deployment of Microsoft 365 E5 and full Azure Security Stack, CMMC pre-assessment option and the optional addition of Into The Breach Project Ares Cyber Range training.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
3 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, AlignmentNewTechThis engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
4 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
5 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud BackupCrayonSecure, easy-to-use SaaS backup for your Microsoft 365 data
+1
Applicable to:
Cloud Security
6 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
7 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
8 out of 60
Dynamics 365 Tune Up: 10-Hr AssessmentInfoGrow CorporationAchieve your expected business value from Dynamics. Tune-up assessment
+2
Applicable to:
Sales
Customer Service
9 out of 60
Dynamics 365 Bing Mapping App: 1-Hr AssessmentInfoGrow CorporationDevelop a mapping solution for Dynamics 365 using Bing Maps
+3
Applicable to:
Sales
Customer Service
Field Service
10 out of 60
Phone System 1h EngagementNewTechThis engagement is the entry point to understand the PBX and classic telephony into Microsoft Teams
+2
Applicable to:
Adoption & Change Management
Calling for Microsoft Teams
11 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
12 out of 60
Data Security with Microsoft Purview 4-weeks workshopAlfa Connections Pte LtdThe Data Security Engagement helps identify and mitigate data security risks in organizational data
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
13 out of 60
Microsoft 365 Security Health Check: 3 day AssessmentISCG SP Z O OMicrosoft 365 is a multi-layer solution with the right security policies you can block over 99.9 percent of account compromise attacks!
+3
Applicable to:
Compliance Advisory Services
Identity & Access Management
Information Protection & Governance
14 out of 60
Dynamics 365 Sales - Implementación en 3 mesesAW LatamDesde AW Artware te ayudamos a optimizar los procesos de venta de tu empresa implementando en 3 meses la mejor solución para tu equipo de ventas
+1
Applicable to:
Sales
15 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
16 out of 60
Make your data AI-ready with Microsoft Fabric and Azure- 4 Week Proof of ConceptSNP TechnologiesMicrosoft Fabric combines both new and existing components from Power BI, Azure Synapse Analytics, Azure Data Factory, and more services into a unified environment.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
17 out of 60
Synergy Advisors Architecture Design Sessions (ADS) for Microsoft Security CopilotSynergy Advisors LLCA Next-Gen AI-Powered Security Solution for Enhanced Efficiency and Capabilities of defenders to improve security outcomes at machine speed and scale.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Threat Protection
18 out of 60
Power BI User Experience: 2-Wk AssessmentFPT/Intellinet Our team will work closely with your key stakeholders to analyze and identify the usability of your reports and develop a plan and design to enable your reports to deliver maximum value.
+1
Applicable to:
Power BI apps
19 out of 60
Performance Review Service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Performance review service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
20 out of 60
Rapid Application Modernization Program: 10 Wk POCCognizantRapid Application Modernization (RAMP) Program-Help workers do more with smarter tools customized for their role with meaningful POCs. RAMPv program focuses on Employee Experience with Microsoft Viva.
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
21 out of 60
Advisory Service for Microsoft CloudDell Technologies ServicesLeverage our expertise to uncover the insights to right-size your environment, minimize risk and optimize Microsoft 365 and Azure costs
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
22 out of 60
Power BI Advanced Workshop - 4 DaysTecknoworksWe’ve packed four days with insights that will change the way you work with Microsoft Power BI.
+1
Applicable to:
Power BI apps
23 out of 60
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
24 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
25 out of 60
Viva Employee Experience 1-hour Engagement (free of cost)NewTechThis workshop is the entry point for Viva apps, giving the customer an overview of the capabilities of the basic and premium components of each Viva app
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
26 out of 60
Teams Rooms 2-weeks implementationNewTechTransform your rooms into inclusive real collaboration spaces with Newtech Teams Rooms, integrate your investments into the hybrid work scenarios with Microsoft Teams and our implementation services.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
27 out of 60
Get your Viva Pilot in 2 Weeks!Maureen Data SystemsGet your Viva Two Modules Pilot Ready in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
28 out of 60
Red Canary Cloud Security AssessmentRed CanaryAssess your security posture, look for vulnerabilities and identity risks with recommendations to mitigate with a Microsoft Security Assessment
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
29 out of 60
CRM Performance Analysis: 10-Day AssessmentMTCThis engagement is designed with a view to help you identify performance issues related to your Dynamics CRM implementation and provide a roadmap for their fixes.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
30 out of 60
Avanade Microsoft Cloud for Financial Services FY24: 1 day briefingAvanade, Inc.The Banking Accelerator
+1
Applicable to:
Customer Service
31 out of 60
Illuminate Your Data in 6 Weeks with Power BIWAi TechnologiesTo help illuminate data with Power BI in 6 weeks targeted to small and large enterprise organizations for any application that requires insights through reports and dashboards.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
32 out of 60
Dynamics 365 Business Central Consulting by ABRAABRADynamics 365 Business Central consulting workshop designed to define the ERP requirements for medium and corporate organizations
+3
Applicable to:
Business Central
Power Automate
Power Apps
33 out of 60
Software health-check service: 1-Wk ImplementationETG GlobalDynamics 365 F&SC Software Health-Check Service is designed to check up and speed up your cloud/on-Prem implementation with recommend solutions.
+1
Applicable to:
Finance
34 out of 60
Custom Power BI Visualization: 1-Day WorkshopTallanIn this workshop, you will work with a User Experience Designer and BI Architect to explore the possibilities of a custom Power BI visualization
+1
Applicable to:
Power BI apps
35 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
36 out of 60
Copilot for Microsoft 365 Adoption Accelerator Program - 18 WeeksTrace3This program's primary objective is to help accelerate client adoption of Copilot for Microsoft 365 and setup the client for continued maturity with their usage of Copilot for Microsoft 365.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
37 out of 60
Power BI Introduction Workshop - 1 DayTecknoworksWe’ve packed one day with insights that will change the way you work with Microsoft Power BI.
+1
Applicable to:
Power BI apps
38 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
39 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
40 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
41 out of 60
Dynamics 365 Portals: 6-Week ImplementationMTCDynamics 365 Portals is a comprehensive service offering from MTC that takes care of your Dynamics 365 Configuration, Customizations and Extensions.
+3
Applicable to:
Sales
Customer Service
Field Service
42 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
43 out of 60
Wolkvox - Microsoft Teams: implementación 10 díasELECTRICOS Y COMUNICACIONES ELECTROCOM S A SDemostración gratuita sobre como usar servicio de telefonía integrado a Microsoft Teams y Contact Center Wolkvox por parte de socios líderes en la industria, capacitador y lideres de opinión.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Microsoft 365 Live Events
44 out of 60
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business CentralCalsoft SystemsCloudShift QB was built to assist businesses in migrating from Quickbooks to Dynamics 365 Business Central Cloud. CloudShift QB is migrating to the cloud made easy.
+1
Applicable to:
Business Central
45 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
46 out of 60
Power Platform Training Bootcamp – 3-Day Hands-On Enablement ProgramiFour Technolab Private LimitedIn this 3-day interactive training bootcamp, iFour Technolab will help your internal teams gain practical experience with Power Apps, Power Automate, and Power BI.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
47 out of 60
AvePoint Policies & Insights: 10-Days AssesmentsIT-Dev sp. z o.o.Assesment's outcomes:
• Enable centralized reporting on Microsoft 365 security.
• Discover potential risks and exposed content.
• Enforce policies and automatically remediate security breaches!
+3
Applicable to:
Adoption & Change Management
Cloud Security
Information Protection & Governance
48 out of 60
Dynamics 365 ISV Solution Build: 1-Wk AssessmentENAVATE, LLCA one-week in-depth review of your ISV solution scope to provide comprehensive functional and technical details about the most effective way to implement it for Microsoft Dynamics 365.
+1
Applicable to:
Finance
Dynamics 365 BC Process Review: 1-Wk AssessmentLBMC Technology SolutionsA review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
+1
Applicable to:
Business Central
50 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
51 out of 60
Power BI Embedded for Financial Services: 1-Hr BriefingPBI Lab IncAn overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.
+1
Applicable to:
Power BI apps
52 out of 60
HR AgentAlfa Connections Pte LtdThe HR Agent acts as a virtual HR assistant, enabling employees to access information, perform self-service tasks, and get instant answers to HR-related queries all in one place.
+1
Applicable to:
Adoption & Change Management
53 out of 60
People Analytics Reporting: 2-Wk ImplementationTallanRetaining Top Talent with Big Data using Microsoft Power BI.
+1
Applicable to:
Power BI apps
54 out of 60
Power BI QuickStart: 2-Wk Proof of ConceptNihilent Inc.A rapid prototyping engagement that uses agile methodologies to create a pilot Power BI solution and provides a longer-term BI roadmap.
+1
Applicable to:
Power BI apps
55 out of 60
Power pages Implementation: 5Wk proof of conceptHexaware TechnologiesBoost Your Customer and Community Engagements With Our Power Pages Consulting offer
+3
Applicable to:
Power Automate
Power Apps
Power Pages
56 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
57 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
58 out of 60
Copilot For Microsoft 365 Readiness AssessmentTHREATSCAPE LIMITEDThreatscape’s Copilot for Microsoft 365 Readiness Assessment (CRA) service can help you understand, and begin to address, the risks of Copilot for Microsoft 365 adoption.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
59 out of 60
ADFS to Microsoft Entra ID Migration: 4-Wk ImplementationPerformantaUndertake a seamless ADFS to Microsoft Entra ID app migration, improving security, offering up new features, and getting your organisation back on track.
+1
Applicable to:
Identity & Access Management
60 out of 60