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Consulting services results for Financial Services
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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
1 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
2 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
3 out of 60
Success Management and Sustainment ServicesInnovative-e Inc.Introducing Success Management and Sustainment Services - the ultimate solution to ensure the success and longevity of your business.
+2
Applicable to:
Power Platform for Teams
Teams Custom Solutions
4 out of 60
Virteva Microsoft 365 Copilot Expeditionary PackageVirteva LLCVirteva's Microsoft 365 Copilot Expeditionary Package is a multi-stage product designed to help your organization learn about, prepare for, pilot, and fully roll out Microsoft 365 Copilot
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
5 out of 60
Dynamics 365 Business Central Plus: 12 Week ImplementationBond Consulting ServicesOur Plus Package builds upon the Preferred Implementation Package and is perfect for organizations that require core financial processing (General Ledger, Accounts Payable, Financial Reporting).
+1
Applicable to:
Business Central
6 out of 60
Integrate Dynamics & Shopify: 3-Wk ImplementationFolio3 Dynamics AX ServicesFolio3’s Shopify Connector for Microsoft Dynamics 365 Business Central allows you to easily manage your e-store by connecting it with business processes provided by the Microsoft ERP system.
+1
Applicable to:
Business Central
7 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
8 out of 60
Low Code Governance & Strategy - COEApplied Information SciencesAccelerate secure Power Platform adoption with a tailored governance strategy, CoE framework, and community enablement—built on Microsoft best practices and enhanced by real-world expertise.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
9 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
10 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
11 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
12 out of 60
Avaya to Teams Phone System: 1-Wk AssessmentAltigen Communications, Inc.Review your current Avaya environment and get ready to deploy Microsoft Teams Phone System.
+1
Applicable to:
Calling for Microsoft Teams
13 out of 60
Dynamics 365 Finance & Operations: 4-Wk AssessmentQuantum Dynamix LLCTest drive Microsoft Dynamics 365 for Finance & Operations in your own playground environment, with a Quantum guide to facilitate learning and help you get the most out of your test drive.
+1
Applicable to:
Finance
14 out of 60
Business applications systems: 10-Day AssessmentABM Technology Group*A 7 to 10-day deep dive with system design and solution architect experts to establish an implementation plan for Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
15 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
16 out of 60
Power BI Directional: 3-Day AssessmentenVista Enterprise Solutions, LLC (EES) - MBSA directional assessment to learn how to use Business Intelligence to deliver actionable insights for your business.
+1
Applicable to:
Power BI apps
17 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
18 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
19 out of 60
UST System Audit for Microsoft Dynamics 365 Finance and Supply Chain ManagementUSTUST delivers a comprehensive system audit of your Microsoft Dynamics 365 Finance and Supply Chain Management environment
+2
Applicable to:
Supply Chain Management
Finance
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
Secure Enclave: 12-Week ImplementationKTL Solutions, Inc.KTL will configure and implement Office 365, Enterprise Mobility & Security, and Windows 10 Enterprise features in a Virtual Desktop Infrastructure in Azure Government and configure Azure Sentinel.
+1
Applicable to:
Adoption & Change Management
23 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
24 out of 60
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
25 out of 60
Securing Identities WorkshopSynergy Technical, LLCThe foundation of cybersecurity is to quickly and accurately identify authorized users and give them proper access to the information and tools they need to do their job.
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
26 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
27 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
28 out of 60
Loan Vision: 10-Week ImplementationBestborn Business Solutions, LLCMortgage Industry Finance System
+1
Applicable to:
Business Central
29 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
30 out of 60
Employee Experience w/Viva Insights Workshop-3 DayKiZAN TechnologiesDiscover Microsoft Viva Insights that help individuals, managers, and leaders gain personalized insights and actionable recommendations that help everyone in the organization thrive.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
31 out of 60
Yammer Optimized Adoption: 5-Week ImplementationKiZAN TechnologiesImprove employee engagement by leveraging communities in Yammer. Start today with proper planning and pilot.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
32 out of 60
GoDaddy 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
33 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
34 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
35 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
36 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
37 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
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
39 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
40 out of 60
Dynamics 365 911: 4-Hr AssessmentFusion AllianceGet immediate, actionable advice on your most pressing Dynamics 365 issues.
+1
Applicable to:
Finance
41 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
42 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
43 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
44 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
45 out of 60
Power BI Advanced 2-Day TrainingHitachi SolutionsTwo full days of hands-on learning Power BI, Microsoft's comprehensive reporting offering.
+1
Applicable to:
Power BI apps
46 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
47 out of 60
Independent Agent Performance: 2day implementationBreakpoint TechnologyAgents leverage Microsoft 365 and PowerApps to manage contacts and automate business processes.
+1
Applicable to:
Power Platform for Teams
48 out of 60
SkySuite: Microsoft 365 Managed ServiceAgio, Inc.Technology is the last thing you want to think about as a startup or small fund. We make it easy with Agio SkySuite, your IT-as-a-Service solution that ensures a footprint in the public cloud.
+1
Applicable to:
Adoption & Change Management
49 out of 60
CIS Config and Security: 2-Week AssessmentBBH SolutionsThis assessment includes a Systems Information Technology Assessment of your Microsoft 365 environment, and measures it against CIS benchmark guidelines.
+1
Applicable to:
Compliance Advisory Services
50 out of 60
Power Platform Modernization: 10 Wk ImplementationApplied Information SciencesOur Legacy App Modernization offer helps you through the crucial first steps in Power Platform adoption & develop a roadmap that meets business goals & your appetite for platform adoption.
+1
Applicable to:
Power Apps
51 out of 60
Rapid Risk Assessment: 4-Wk AssessmentAscent Global, Inc.Immediate and long-term Microsoft security strategy assessment utilizing security tools such as Defender, Sentinel, and Cloud App Security.
+2
Applicable to:
Information Protection & Governance
Threat Protection
52 out of 60
Power Platform Envisioning/Solution:3-WkAssessmentSpyglass MTG, LLCSpyglass' Power Platform Envisioning and Solution Assessment allows customers to correctly roll out the Power Platform in an organized and secure way.
+1
Applicable to:
Power Apps
53 out of 60
Power Platform Development Studio: 4-Wk ImplementationSpyglass MTG, LLCSpyglass provides a model in which Power Apps, Power Automate, and Power BI solutions can be submitted for development with quick and efficient turn around times.
+1
Applicable to:
Power Apps
54 out of 60
EMS 4-Week ImplementationKTL Solutions, Inc.KTL’s Enterprise Mobility and Security (EMS) solution provides mobile device endpoint security, data loss prevention, increased productivity, mobile content management and reduced technology overhead.
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
55 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
56 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
57 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
58 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
59 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
60 out of 60