FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Envisioning and pilot deployment: 8 week acceleratorCognizantKick-start your journey to a reimagined workplace with Cognizant’s Microsoft 365 Copilot Envisioning and pilot deployment.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
1 out of 60
Power Apps: 6-Week WorkshopSoftServe Inc.A 36-hour workshop where you will improve your application development skills with Power Apps.
+1
Applicable to:
Power Apps
2 out of 60
MDS Copilot Realize Value Four-Week Proof of ValueMaureen Data SystemsA four-week Copilot proof of value engagement for specific customer technical, functional or role-based Copilot validation of desired business outcomes to ensure successful Copilot adoption.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
3 out of 60
Bankloud: 4-wks AssesmentC-ven TechnologiesHelping banking industry to define their customers' sales life cycle automation
+1
Applicable to:
Power Apps
4 out of 60
Diversified Corporate Broadcast Studio WorkshopOne DiversifiedLeverage Diversified's breadth of expertise to understand the art-of-the-possible with your video broadcast studio communication strategy and an action plan to achieve your vision.
+3
Applicable to:
Meeting Rooms for Microsoft Teams
Microsoft 365 Live Events
Teams Custom Solutions
5 out of 60
SkillSearch powered by Microsoft Viva 8-10 week PoCSoftServe Inc.Our SkillSearch solution enables organizations to quickly search internal profiles for specific skills to help reduce external hiring, improve employee satisfaction, and streamline HR administration.
+1
Applicable to:
Human Resources
6 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
7 out of 60
Desktop as a Service - Migration from on-premises services to Microsoft Cloud solutionsSynergy Advisors LLCSynergy Advisors Next-Gen Windows/Endpoints integrations for end-user computing, including Windows 365, Azure Virtual Desktop, Microsoft Managed Desktop, and Windows 11, secured by Microsoft Defender.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
8 out of 60
Build Custom Application with Power App and Power Automate: One-Months ImplementationPROLIFICS CORPORATION PRIVATE LIMITEDThis offering is for clients who need to automate small business operations without the need to handle hardware, infrastructure and other “plumbing” related work.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
9 out of 60
Frontline Worker Pilot Roll OutPC SOLUTIONS PRIVATE LIMITED8-12 Weeks Pilot Program will enable frontline workers and extended workforce of organization to understand how Teams platform can be used to enhance their Productivity.
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
10 out of 60
Financial Consolidation & Reporting - FINCONAtna TechnologiesEmpower your finance team with our user-friendly Product designed for effortless consolidation. Whether your data is in the cloud, in-house systems, or Excel sheets, our platform syncs it seamlessly.
+3
Applicable to:
Finance
Business Central
Power BI apps
11 out of 60
Viva Glint: 8-Wk ImplementationEngage SquaredThis comprehensive change management program has been designed to establish a strong feedback program across your organisation using Viva Glint.
+2
Applicable to:
Frontline Workers
Knowledge & Insights
12 out of 60
Dynamics 365 Customer Engagement: 5-Day WorkshopDynamics EdgeIn this five-day workshop students will learn how to handle customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more.
+2
Applicable to:
Sales
Customer Service
13 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
14 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
15 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk ImplementationDynamic ConsultingA technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
+1
Applicable to:
Finance
16 out of 60
Upgrade Diagnostic Dyn 365 F&SC : 2-Wk AssessmentETG GlobalMicrosoft Dynamics Upgrade Diagnostic Assessment to Dynamics 365 Finance and Operations for enterprise businesses
+1
Applicable to:
Finance
17 out of 60
Okta to Microsoft Entra ID MigrationPerformantaPerformanta's Okta to Microsoft Entra ID Application Migration service will give you a controlled, seamless and secure transition to Azure AD.
+1
Applicable to:
Identity & Access Management
18 out of 60
Azure Virtual Desktop: 1-Week Assessment.Dimension DataElevate your business efficiency by adopting Azure Virtual Desktop, facilitating remote access to critical tools and boosting collaboration across your teams.
+3
Applicable to:
Device Deployment & Management
Frontline Workers
Mobile Device Management
19 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
20 out of 60
Free Microsoft Fabric Audit & Roadmap — Unify Data, Analytics, and AIiFour Technolab Private LimitedHere we offer complimentary 2-hour consultation where our experts will audit your current data ecosystems and then structure a clear roadmap to enhance insights, automation, and AI adoption.
+1
Applicable to:
Workplace Analytics
21 out of 60
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
22 out of 60
Defender for Endpoint Managed Servicee2e-assure LtdMicrosoft Defender Managed Services, 24/7 detection and response to cyber attacks through Defender.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
23 out of 60
PowerBanking: 2-Wk ImplementationPowerObjects An HCL CompanyPowerObjects’ Dynamics 365 Accelerator for the Banking industry leverages Microsoft Applications and our proprietary data model to empower organizations to deliver superior customer experiences.
+2
Applicable to:
Sales
Customer Service
24 out of 60
Power Platform: 5-6 Weeks ImplementationG&P Projetos e SistemasG&P Power Platform Implementation & Services
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
25 out of 60
Copilot Launch: Kickstart Implementation of Copilot for Microsoft 365Ravanty Tech Consulting, Inc.Kickstart your Copilot for Microsoft 365 journey with essential preparedness, setup, and training.
+1
Applicable to:
Adoption & Change Management
26 out of 60
Investment Portfolio and Fund Accounting Software Professional ServicesElysys Financial SystemsOffering in-depth expertise in investment portfolio management and fund accounting software spanning a wide range of investment types (Alts, Marketables, Derivatives, long/short Term, etc ...)
+3
Applicable to:
Finance
Business Central
Power BI apps
27 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
28 out of 60
Advanced Power BI Jump Start w/ Training: 3-Wk POCCovenant Technology PartnersMove beyond Excel. Quickly turn your data into actionable insights with a 3 week Power BI POC and training with a follow-up health check.
+1
Applicable to:
Power BI apps
29 out of 60
Microsoft 365 Copilot Assessment WorkshopEPAM SystemsEmbark on your AI transformation journey with our expert-led 3-day workshop.
+1
Applicable to:
Adoption & Change Management
30 out of 60
Speed of Cash - Business Intelligence TrainingFresh BIBuild Your Speed of Cash Dashboard: Streamline Cash Flow with AI and Power BI
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
31 out of 60
Cost Optimization Check-InNavara Group B.V.Azure Cost Optimization Analyse 30-minute check-in
+1
Applicable to:
Power BI apps
CRM Portal Consulting: 4-Wk ImplementationMerp Systems, Inc.MERP Systems has a center of excellence for CRM Portal and Adxstudio competencies that can help customers and partners create compelling business applications based on Dynamics 365.
+3
Applicable to:
Sales
Business Central
Customer Service
33 out of 60
Continual Development ServiceBusiness Cloud Integration LtdDedicated team to develop, manage and grow your Power Platform Estate
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
34 out of 60
Microsoft 365 Copilot Readiness AssessmentApplied Information SciencesPrepare your organization to securely adopt Copilot for Microsoft 365 with support and guidance on governance, security, compliance, OCM, systems integration, and use case selection.
+1
Applicable to:
Adoption & Change Management
35 out of 60
Custom Teams App: 1-Hour BriefingPractical Solutions, IncA meeting to discuss your organization’s needs for a Custom Teams app that integrates with Microsoft's APIs.
+3
Applicable to:
Calling for Microsoft Teams
Microsoft 365 Live Events
Teams Custom Solutions
36 out of 60
MDS Microsoft 365 Copilot Two-Day Readiness WorkshopMaureen Data SystemsMaureen Data Systems' Two-Day Microsoft 365 Copilot Readiness Workshop prepares your organization to harness the next evolution of enterprise productivity upon its release to market November 1st !
+1
Applicable to:
Knowledge & Insights
37 out of 60
Introduction to Power BI: 2-Hr BriefingBeyondsoft ConsultingAn introduction to Microsoft Power BI and how it can unlock value for your business.
+1
Applicable to:
Power BI apps
38 out of 60
CI/CD für Power BI: Starter - 5 Tage UmsetzungDIGITALL Nature Germany GmbHBeschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
+1
Applicable to:
Power BI apps
39 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
40 out of 60
Microsoft 365 Copilot Adoption: 2-3 Week AssessmentCoretek ServicesEvaluate the current customer Microsoft investments adoption of Microsoft Cloud Services and overall Security posture in an effort to develop a "Art of the Possible" to Adopt Microsoft 365 Copilot.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Knowledge & Insights
41 out of 60
Copliot For Analytics - Free 1 Hour Consulting WorkshopC3IT Software SolutionsEmpower teams to harness data insights through hands-on training in Copilot for Analytics
+1
Applicable to:
Power Virtual Agents
42 out of 60
Power Platform Centre of Excellence (CoE) ImplementationInfinion TechnologiesMaximize the value of your Power Platform investment with a Power Platform Centre of Excellence
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
43 out of 60
Insurance Premium Audit Automation – 2 Hours BriefingHappiest Minds Technologies LimitedThis briefing session aims to assist potential customers in understanding the use cases and problem areas that are addressed, as well as the significant business advantages offered.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Excel Migration All Entities: 4-Day ImplementationMTCThis service is about data migration of all entities from Multiple Excel/CSV files to Dynamics 365/CRM and it takes 4 man-days effort.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
45 out of 60
Viva in Teams: 4-Week ImplementationSpyglass MTG, LLCThis offer allows you to curate the specific information you want sent out to employees, and these messages will be presented to them directly on their Teams window.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
46 out of 60
Consult with a PowerApps MVP: 10-Hr ImplementationIW MentorPowerApps Remote Support / Consulting
+1
Applicable to:
Power Apps
47 out of 60
TCS’ Financial Capabilities on MC4FS and Azure OpenAI : 4-Wk AssessmentTata Consultancy Services Ltd.Assessment Service for Financial Capabilities on MC4FS and Azure OpenAI to Elevate 3Es Efficiency (Productivity), Experience (Customer & Employee Experience) & Edge (Competitive Edge).
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
48 out of 60
Copilot for Microsoft 365 - Value Proposition : 4-Month ImplementationWavestoneWith Wavestone's comprehensive and tailored service, you can leverage the power of generative AI in your daily work and achieve your goals with Copilot for Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
49 out of 60
Gestisoft Sales AcceleratorGestisoft Inc.Benefit from a CRM application designed to adapt at the same pace as you and your business and begin with the most impactful features of Dynamics 365 Sales.
+1
Applicable to:
Sales
50 out of 60
KPMG Employee Experience enabled by Microsoft VivaKPMGKPMG & Microsoft Viva Employee Experience collaboration ( Design and implementation)
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
51 out of 60
DIGITALL CI/CD für Power BI: Professional-10 Tage UmsetzungDIGITALL Nature Germany GmbHBeschleunigen Sie Ihre Entwicklung und das Deployment von Power BI Anwendungen. Unsere CI/CD Pakete unterstützen Fehler zu reduzieren, Zeit zu sparen & eine dezentrale Entwicklung zu ermöglichen.
+1
Applicable to:
Power BI apps
52 out of 60
InfoPath to Power Apps: 10-Hr ImplementationIW MentorMove away from InfoPath solutions, over to Power Apps and Power Automate, with Laura Rogers.
+1
Applicable to:
Power Apps
53 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
54 out of 60
Integration with Web app: 8-Day ImplementationCynoteck Technology SolutionsIntegrate your Web Application with Microsoft Dynamics 365 Business Central ERP System and Streamline your business
+1
Applicable to:
Business Central
55 out of 60
Agile BI: 2-Wk Proof of ConceptNihilent Inc.A rapid prototyping engagement that uses agile methodologies to create a pilot cloud BI solution and provides a longer-term BI roadmap.
+1
Applicable to:
Power BI apps
56 out of 60
Voice Services Migration from Microsoft SFB Server to Microsoft Teams: 4-Wk ImpConterraVoice Services Migration from Microsoft Skype for Business Server to Microsoft Teams
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
57 out of 60
Custom Power BI Visualization: 2-Wk ImplementationTallanIn this engagement, work with Tallan to design and build a custom Power BI Custom Visualization to fit your business needs, and give you the competitive advantage.
+1
Applicable to:
Power BI apps
58 out of 60
Power BI Finance Dashboard Accelerator: 6-Wk Assessment and ImplementationPrelude Systems IncAccelerate your finance reporting with our pre-built Power BI dashboard for Profit and Loss, Gross Margin, Utilization, Budget vs Actual, and Budget Forecast.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
59 out of 60
Microsoft 365 Copilot Enablement Discovery – Free Expert WorkshopiFour Technolab Private LimitedReimagine productivity and unlock the full potential of Microsoft 365 with Copilot.
+1
Applicable to:
Workplace Analytics
60 out of 60