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Consulting services results for Financial Services
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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
1 out of 60
Abacode Data Governance and Protection of Sensitive Data Implementation Powered by Microsoft 365Abacode Inc.Assess data gaps and implement remediation actions to prevent sensitive data leaks leveraging Microsoft 365 stack.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
2 out of 60
MicroAge ManageWise for Microsoft 365 CopilotMicroAgeMicrosoft 365 Copilot Readiness and Optimization Assessment to provide an integrated plan for implementation and risk analysis including Circle of Excellence user training.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
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
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
5 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
6 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
7 out of 60
Microsoft 365 Migration: 10-Wk ImplementationabraSuccessfully migrate your Microsoft 365 environment to a managed services model.
+2
Applicable to:
Cloud Security
Power Platform for Teams
8 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
9 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
10 out of 60
Migration to Dynamics 365: 3-Hr AssessmentWipfli LLPAn engagement to evaluate your current readiness level and scope of work for migrating from an existing, on-premises, Dynamics CRM implementation to the Dynamics 365.
+1
Applicable to:
Sales
11 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
12 out of 60
CSV To Power BI: 3-Day Proof of ConceptCatapult Systems, LLCA Power BI pilot based on your sample data provided in CSV file format.
+1
Applicable to:
Power BI apps
13 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
14 out of 60
Loan Vision: 10-Week ImplementationBestborn Business Solutions, LLCMortgage Industry Finance System
+1
Applicable to:
Business Central
15 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
16 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
17 out of 60
Power Apps Scoping: 1-Wk WorkshopFractal AnalyticsAn engagement that delivers a project plan for solving your complex problems with Power Apps.
+1
Applicable to:
Power Apps
18 out of 60
Microsoft Viva Insights WorkshopCovenant Technology PartnersMicrosoft 365 Viva Insights Workshop: Bring together communications and insights! 8-hour workshop
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
19 out of 60
Copilot Security Assessment: 4-Wk AssessmentManaged SolutionUnlock the full potential of AI with a comprehensive Microsoft Copilot Security Assessment, fully integrated with Microsoft 365
+3
Applicable to:
Cloud Security
Device Deployment & Management
Knowledge & Insights
20 out of 60
Sales in a Box: 3-Wk ImplementationC Centric Solutions Pvt LtdTurbo-charge your sales with a best-in-class Sales Solution with the quickest and most comprehensive implementation.
+1
Applicable to:
Sales
21 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
22 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
23 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
24 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
25 out of 60
Power Automate Practice 4-Wk ImplementationTech Mahindra LimitedPower Automation Practice Build Up in a 4-Wk Implementation
+1
Applicable to:
Power Apps
26 out of 60
Microsoft Teams Adoption Services EngagementWorld Wide TechnologyWWT helps customers with adoption of a Microsoft Teams environment ensuring a better understanding for all employees.
+1
Applicable to:
Adoption & Change Management
27 out of 60
Teams Calling Migration : 4-Wk ImplementationabraMigrate from your outdated telephony solution to Microsoft Teams Calling
+1
Applicable to:
Calling for Microsoft Teams
28 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
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
30 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
31 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
32 out of 60
Lucidchart to Microsoft Visio Migration WorkshopSoHo Dragon Inc.Migration of Lucidchart files has never been easier. This workshop will guide you through the entire process, ensuring a smooth migration.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
33 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
34 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
35 out of 60
Microsoft Viva Goals PilotCovenant Technology PartnersMicrosoft Viva Goals (Employee Experience) Proof of Concept: Create a roadmap for adoption, 4 weeks
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
36 out of 60
Catalyst Envision and Innovation WorkshopCovenant Technology PartnersCatalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
+1
Applicable to:
Customer Service
37 out of 60
Dynamics 365 911: 4-Hr AssessmentFusion AllianceGet immediate, actionable advice on your most pressing Dynamics 365 issues.
+1
Applicable to:
Finance
38 out of 60
Microsoft 365 Copilot Readiness for Financial ServicesGadellNet Consulting Services LLCOur multi-phase engagement will ensure your team rolls out Copilot for Microsoft 365 securely and efficiently.
+2
Applicable to:
Teams Custom Solutions
Teamwork Deployment
39 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
40 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
41 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
42 out of 60
Accelerate Innovation with Low-Code AI App Development Using Microsoft Copilot & Power Platform – 3-Week AssessmentCompQsoft IncAccelerate innovation by building AI-powered apps faster with Microsoft Copilot and Power Platform.
+2
Applicable to:
Power Automate
Power Apps
43 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
44 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
45 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
46 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
47 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
48 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
49 out of 60
BI for Financial Services: 1-Wk Proof of ConceptTeksouth CorporationAn engagement tailored to the Financial Services industry that uses your data and results in a foundational implementation of Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
50 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
51 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
52 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
53 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
54 out of 60
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
55 out of 60
Microsoft 365 Managed ServiceRackspace TechnologyOn-demand access to a team of email and productivity application experts that work with you to drive outcomes and continuously evolve your environment.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Teamwork Deployment
56 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
57 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
58 out of 60
Microsoft 365 Copilot Due Diligence & Adoption; 10 Week Pilot ImplementationInnova Solutions Inc.We at Innova can help enterprises to unleash Generative AI innovative products like Microsoft 365 Copilot which helps organization embrace seamless employee experience and drive business outcomes
+1
Applicable to:
Adoption & Change Management
59 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
60 out of 60