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Consulting services results for Financial Services
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Getting Started with Power BI: 1-Day AssessmentInviso CorporationThis offering is designed to provide you with a roadmap for adopting Microsoft Power BI in your organization.
+1
Applicable to:
Power BI apps
1 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
2 out of 60
Catalyst Envision and Innovation: 4-Hr WorkshopCatapult Systems, LLCThis workshop starts with a review of your business objectives, followed by mutual discovery and visualization of solutions, and ends with a clear, actionable plan to reach your business goals.
+1
Applicable to:
Customer Service
3 out of 60
Power BI and Security Features: 2-Hr BriefingUB Technology Innovations, Inc.An introduction to Microsoft Power BI to understand its versatility for deriving in-depth business insights
+1
Applicable to:
Power BI apps
4 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
5 out of 60
Jump-start Dynamics 365: 1 week implementationSeepathOne stop shop for customers looking to Setup, Deploy and Support their Dynamics 365 and go live with confidence.
+2
Applicable to:
Sales
Customer Service
6 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
7 out of 60
Dynamics Migration: 2-Wk AssessmentCatapult Systems, LLCAn envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
+3
Applicable to:
Sales
Customer Service
Field Service
8 out of 60
Consolidate Apps on Dynamics 365: 2-Wk AssessmentCatapult Systems, LLCAn in-depth review of up to 10 applications to explore potential consolidation on to the Dynamics 365 platform.
+3
Applicable to:
Sales
Customer Service
Field Service
9 out of 60
Data Modeling in Power BI: 2-Hr BriefingCatapult Systems, LLCAn engagement that provides an introduction to the data modeling capabilities in Power BI.
+1
Applicable to:
Power BI apps
10 out of 60
Microsoft Enterprise Voice for Teams: 2-Wk PoCPreeminent Solutions, Inc.Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-wk Proof of Concept to help planning the deployment/migration of your MS Enterprise Voice for Teams in Cloud.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Teamwork Deployment
11 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
12 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
13 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
14 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
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 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
17 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
18 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
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
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
21 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
22 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
23 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
24 out of 60
Microsoft 365 OnDemand - 2 Week ImplementationProtivitiMicrosoft 365 On Demand Support - providing you with dedicated experts to support and maintain your Microsoft 365 environment
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
25 out of 60
Microsoft 365 Migration: 10-Wk ImplementationNeway TechnologiesSuccessfully migrate your Microsoft 365 environment to a managed services model.
+2
Applicable to:
Cloud Security
Power Platform for Teams
26 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
27 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
28 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
29 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
30 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
31 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
32 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
33 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
34 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
35 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
36 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
37 out of 60
Microsoft Teams: 5-week ImplementationWorld Wide TechnologyWWT helps customers craft and curate custom collaborative experiences within Microsoft Teams. Our methodology ensures your Microsoft Teams environment is built upon a solid and secure foundation.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
38 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
39 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
40 out of 60
SMART Corporate Portal: 2-wk ImplementationSMART business LLCWe provide a 2-weeks implementation of the corporate portal that is based on SharePoint. It allows companies to create a convenient, modern, digital workplace for employee effectiveness.
+3
Applicable to:
Knowledge & Insights
Teams Custom Solutions
Teamwork Deployment
41 out of 60
Microsoft Viva: 2-Days AssessmentatworkEnhance your employee experience and engagement with Microsoft Viva
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
42 out of 60
NashTech Power Platform: 1-Wk ImplementationNashTechBuild YOUR agile business processes with the Microsoft Power Platform
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
43 out of 60
Migrate Shared Data to Sharepoint:1-Day AssessmentMICROBYTE SOLUTIONS LTDAccess your shared files from anywhere on any device without the hassle of a VPN
+1
Applicable to:
Teamwork Deployment
Jumpstart Productivity With Teams: 3 Day POCSlalom ConsultingSimplify and accelerate your digital transformation journey through our user-centric approach for leveraging Teams as a hub - Proof of Concept Roadmap
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Power Platform for Teams
45 out of 60
Next Generation Meeting Hub - 3day ImplementationMint Management TechnologiesMeeting Management
+1
Applicable to:
Power Apps
46 out of 60
Better Collaboration w/ Teams Free 1/2 Day AssmntNew Era TechnologyWill Microsoft Teams work for your organization - our free assessment will let you know.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teams Custom Solutions
47 out of 60
Intelligent Collaboration Services ImplementationDXCIncrease employee engagement and productivity with DXC intelligent collaboration tools and unified communications, with strong integration, training and networking.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
48 out of 60
Teams App: 1-Hour BriefingB&R Business SolutionsB & R can help you to leverage the strength and flexibility of Microsoft Teams, combined with infinitely scalable Azure services to create a solution custom suited to YOUR business.
+1
Applicable to:
Teams Custom Solutions
49 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
50 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
51 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
52 out of 60
Teams Phone for Call Centers - 5 Week AssessmentProtivitiActionable Plan and High-Level View to Move Towards a Successful Implementation of Teams Phone for Call Centers
+2
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
53 out of 60
Microsoft 365 Assessments Deployment: 2-Week Imp.iCorps Technologies, InciCorps Microsoft 365 Readiness Assessment allows our experts to analyze your current services and platforms and map them to the Microsoft 365 stack of services.
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Knowledge & Insights
54 out of 60
TS As a Services (TSaaS): 5-day ImplementationE-Level Cloud Services S.A. de C.V.Manage and minimize the compromise risks of modern threat information, devices, and users, having a specialist area that gives business peace of mind.
+3
Applicable to:
Cloud Security
Mobile Device Management
Threat Protection
55 out of 60
Rue de Net Business Central 2 Hour WorkshopRue de NetWorkshop demonstrating basic functionalities in Microsoft Dynamics 365 Business Central and user interface personalization.
+1
Applicable to:
Business Central
56 out of 60
Microsoft Purview Data Security Basic Quick Start 10-week ImplementationEdgile, Inc.Drive Data Protection Sustainability with Edgile's Data Protection Methodology
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
57 out of 60
Security & Compliance Readiness: 2-Wk. AssessmentiCorps Technologies, InciCorps Security and Compliance Services provide a complete security assessment of your Microsoft platform and integrated services.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Threat Protection
58 out of 60
Analytics Review Power BI: 1Hr AssessmentVoiceback Analytics Pvt. Ltd.1 Hr free Assessment for Power BI implementation. Assessment includes setting up Data Analytics & Insights Engine by Data Ingestion, Data Analytics and Data Visualisation.
+1
Applicable to:
Power BI apps
59 out of 60
Migration to Microsoft 365: 2-Day AssessmentPreeminent Solutions, Inc.Preeminent Solutions, a Microsoft Gold Partner, can deliver a consulting engagement of 2-Day Assessment & Recommendation to help you planning your migration to Microsoft Office 365
+2
Applicable to:
Mobile Device Management
Teamwork Deployment
60 out of 60