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Consulting services results for Financial Services
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Custom Power BI Dashboard: 1-Day WorkshopNihilent Inc.A hands-on training workshop on Power BI for your team at your location, with your data.
+1
Applicable to:
Power BI apps
1 out of 60
Get your Viva Readiness Assessment Scores in 2 Weeks!Maureen Data SystemsGet your Viva Readiness Assessment Scores to achieve and A+ in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
2 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
3 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSyvantis Technologies, IncMeet with Syvantis consultants that specialize in both Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central to evaluate your current system and provide system design recommendations.
+1
Applicable to:
Business Central
4 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentSMB Suite / NextCorpFree one hour business assessment to determine whether Microsoft Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
5 out of 60
Dashboard-as-a-Service: 5-Day Implementation Using Power BITecknoworksBegin your journey into all that your data is waiting to tell you through Microsoft Power BI, the world leading Platform in Analytics and BI.
+1
Applicable to:
Power BI apps
6 out of 60
Tier 3 First Class: 3-Wk ImplementationTechnology Management ConceptsA deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.
+1
Applicable to:
Business Central
7 out of 60
Kaizala Scalable Incidents: 3-Wk ImplementationBest ProjectsAn integration that results in an easy, mobile, and scalable use of Microsoft Dynamics 365 incidents through Microsoft Kaizala.
+2
Applicable to:
Sales
Customer Service
8 out of 60
Power Platform Governance WorkshopCovenant Technology Partners1-day workshop to understand Power Platform Governance
+1
Applicable to:
Power Apps
9 out of 60
Test Maturity 4Dynamics: 10-Day AssessmentTesthouse LtdA 10-day engagement focusing on Test Maturity, evaluating test culture, practices, and processes highlighting key risks (long and short term) and recommended improvements (strategic and tactical).
+1
Applicable to:
Finance
10 out of 60
Copilot for Microsoft 365: 4 weeks Proof of ConceptReliance Infosystems Inc.We are thrilled to present our Copilot Seed Investment Offer, crafted to help organizations validate and achieve their AI objectives using Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Compliance Advisory Services
Identity & Access Management
11 out of 60
Preparation for Microsoft 365 Copilot Assessment (MW Solution)Covenant Technology PartnersPreparation for Microsoft 365 Copilot Assessment - 3-5 day engagement.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
12 out of 60
Sage 100 to Business Central: 2-Hr AssessmentIntegrated Computer Systems SupportSage 100 users who want to learn about the new Microsoft Dynamics 365 Business Central offering and the transition process to move from Sage 100, this assessment is perfect for you.
+1
Applicable to:
Business Central
13 out of 60
Dynamics GP to Business Central: 1-Hr AssessmentSMB Suite / NextCorpFree one-hour business assessment to determine whether migrating from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
14 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
15 out of 60
BestPath Finance and Operations: 8-Day Assessment1ClickFactoryBestPath Assessment is the evaluation of your existing AX solution upgrade possibilities and recommendations for the most beneficial tactic for your move to Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
16 out of 60
Microsoft 365: 3 Week Solution AssessmentFirst National Technology Solutions, Inc.Partner with FNTS to conduct a 3 week workplace modernization solution assessment to build a TOC analysis & evaluate current purchasing structure to make recommendations for adoption of Microsoft 365.
+3
Applicable to:
Cloud Security
Meetings for Microsoft Teams
Teamwork Deployment
17 out of 60
Dynamics 365 Migration: 2-Wk AssessmentCeleniaA 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to migrate your Dynamics AX solution to Dynamics 365.
+1
Applicable to:
Finance
18 out of 60
AI-enhanced Microsoft Maturity Assessment and AdvisoryPunchcard Systems Inc.Baseline your Microsoft 365 maturity and build a clear, actionable roadmap. Our AI-enhanced Microsoft Maturity Assessment evaluates 8 core competencies and delivers prioritized recommendations.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
19 out of 60
Financial Services Viva Listening - 3 day WorkshopPoint BDiscover how Microsoft Viva, will enable your managers to listen granularly, experiment, and measure immediate impacts to design a work effectiveness during each cycle of their business calendar.
+3
Applicable to:
Knowledge & Insights
Power Platform for Teams
Workplace Analytics
20 out of 60
Dynamics 365 Business Central - Financials Package: 8-Wk ImplementationAlta Vista TechnologyIn our 8-week implementation, we deploy the GL, AP, AR, and Core Reporting modules, getting you off of your feet and to the cloud.
+1
Applicable to:
Business Central
21 out of 60
Dynamics 365 Business Central Upgrade: 1-Hr AssessmentMetaOption LLCAre you considering an upgrade to Dynamics 365 Business Central? We will work with you to determine the licensing, security, and code upgrade costs for upgrading from Dynamics NAV.
+1
Applicable to:
Business Central
22 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
23 out of 60
Modern Workplace Advisory Services: BriefingCapgemini GroupModern Workplace Advisory Services – Unlocking value through workplace transformation
+3
Applicable to:
Adoption & Change Management
Information Protection & Governance
Teamwork Deployment
24 out of 60
KK_Exchange_Migration Consulting ServicesKraft KennedyMoving to Exchange Online significantly extends the use of Microsoft 365 by modernizing communication infrastructure, enhancing security, and unlocking integrated productivity features.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Device Deployment & Management
25 out of 60
Power BI Center of Ex: 5-Wk Proof of ConceptPragmatic WorksDuring this 5 week engagement, Pragmatic Works will work with your organization to harness all the capabilities of Power BI.
+1
Applicable to:
Power BI apps
26 out of 60
Migrate Microsoft Dynamics GP to Dynamics 365 Business Central 2 Hours AssessmentEvincible SolutionsLet’s get connected with the experts of Evincible Solutions for 2 Hours discussion about moving from Microsoft Dynamics GP to Dynamics 365 Business Central.
+1
Applicable to:
Business Central
27 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
28 out of 60
Copilot for Microsoft 365: 6-Weeks ImplementationReliance Infosystems Inc.Unlock the full potential of your organization and transform your business with Copilot for Microsoft 365.
+2
Applicable to:
Adoption & Change Management
Information Protection & Governance
29 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
30 out of 60
Microsoft 365 Security: 4-hour AssessmentCatapult Systems, LLCCatapult’s Microsoft 365 Security Assessment provides an in-depth assessment of the your organization's security environment, guidance on overlapping tools, and a roadmap to remediation.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
31 out of 60
SherWeb BI & Analytics: 4-Wk ImplementationSherwebLooking for ways to optimize your organization’s performance? Hit the ground running with production-ready Power BI reports that will help you make smarter business decisions.
+1
Applicable to:
Power BI apps
32 out of 60
Microsoft 365: Strategic Roadmap development for Modern WorkplaceSeer Strategic SolutionsUnlock Your Business’s Digital Transformation Potential
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
33 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
34 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
35 out of 60
Self Serv BI: 2-Wk AssessmentHitachi SolutionsSign up for a two-week engagement with analytics and data experts who will give you step-by-step, personalized guidance, on how Power BI Self-Service Reporting can transform your unique business.
+1
Applicable to:
Power BI apps
36 out of 60
Microsoft 365 Security Assessment up to 6 weeksACTSACTS performs a Microsoft 365 security & compliance assessment delivering insights & recommendations to secure your modern workplace environment while supporting your security & initiatives.
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
37 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
38 out of 60
Dynamics 365 CE Sales: 10-Wk ImplementationWipfli LLPWipfli Dynamics 365 Customer Engagement Implementation Sales Enablement
+1
Applicable to:
Sales
39 out of 60
Microsoft 365 License AuditLouisville Geek LLCThe goal of Microsoft 365 License Assessment is to help your organization to optimize your subscription costs.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Mobile Device Management
40 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
41 out of 60
Dealer Management System 2-Day AssessmentETG GlobalDealership Management System) is a cloud-based Retail and Franchise Analysis Service that helps transforms dealer business with simple, connected processes, open integration,intelligent technology.
+1
Applicable to:
Finance
42 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
43 out of 60
Dynamics 365 AX Dist/Trade: 5-Day WorkshopDynamics EdgeThis onsite, instructor-led, lab workshop improves your technical skills on Microsoft Dynamics 365 for Distribution and Trade. Delivered at your site.
+1
Applicable to:
Finance
44 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
45 out of 60
Dynamics 365 Setup and Demo: 3-Hr Proof of Concepttrue org cloudImplement Microsoft Dynamics 365 Business Central with True.org Cloud to meet your unique business needs
+1
Applicable to:
Business Central
46 out of 60
Firstsource Low Code Solutions – 4 to 6 weeks ImplementationFIRSTSOURCE SOLUTIONS LIMITEDIf you are running various processes on excel sheets, you can rapidly kick-off to deployment of custom low-code apps in 4 weeks. We will help you go digital using Power Apps Solutions.
+1
Applicable to:
Power Apps
47 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
48 out of 60
Dynamics 365 Business Central: 1-Hr BriefingLBMC Technology SolutionsAn onsite overview demo for an understanding of the capabilities of Dynamics 365 Business Central.
+1
Applicable to:
Business Central
49 out of 60
KK_Copilot Readiness offerKraft KennedyDesign and planning session to discuss the firm’s needs and goals related to the implementation of Microsoft Copilot for Microsoft 365.
+1
Applicable to:
Adoption & Change Management
50 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentSIROCo LLCA free in-depth assessment of your business to determine if Dynamics 365 Business Central is a good fit for your organization.
+1
Applicable to:
Business Central
51 out of 60
Dynamics 365 Sales QuickStart: 1-Wk ImplementationInformation StrategiesInfoStrat helps customers quickly implement Microsoft Dynamics 365 for Sales Force Automation, using industry best practices.
+1
Applicable to:
Sales
52 out of 60
CRM Onboarding: 1-Wk ImplementationSherwebA fast and easy way to deploy Dynamics 365 for Sales.
+1
Applicable to:
Sales
53 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
54 out of 60
D365 BC: 1-Hr Proof of ConceptSIROCo LLCFor organizations that are evaluating a transition to D365 BC, our assessment and proof of concept session is a great value add in your decision process.
+1
Applicable to:
Business Central
55 out of 60
Microsoft 365 Security Program - 10 WeeksTrace3This engagement’s primary objective is to develop and rationalize Client's Security use cases and construct a roadmap around the adoption of the Microsoft 365 Security and Mobility Suite.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
56 out of 60
Microsoft Dynamics GP to Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.This service is ideal for customers who currently use Microsoft Dynamics GP but perhaps feel that it’s too expensive or are looking for a SaaS solution.
+1
Applicable to:
Business Central
57 out of 60
VDI: 12-Week ImplementationKTL Solutions, Inc.KTL’s Virtual Desktop Infrastructure (VDI) solution utilizes Azure cloud to empower businesses to achieve improved security, compliance, enhanced mobility and flexibility.
+2
Applicable to:
Adoption & Change Management
Workplace Analytics
58 out of 60
Management Services: 3-month AssessmentQuisitiveQuisitive 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
59 out of 60
Teams Phone: 4-day AssessmentCatapult Systems, LLCCatapult will analyze and assess your current telephony landscape and guide you through the process of deploying an enterprise voice solution with reliable, high-quality, integrated calling.
+3
Applicable to:
Calling for Microsoft Teams
Meetings for Microsoft Teams
Teamwork Deployment
60 out of 60