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Consulting services results for Financial Services
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Sales Data in Power BI: 5-Day Proof of ConceptEBIS SP. Z.O.O.EBIS Microsoft Power BI experts will model and visualize your own sales data in a rapid 5-day engagement. After the implementation you will have production-ready Power BI reports and dashboards.
+1
Applicable to:
Power BI apps
1 out of 60
Goldmine Migration A/C Ent: 2-Day ImplementationMTCThis service offer is limited to data migration of Account and Contact entities from Goldmine to Dynamics 365/CRM and it takes 2 man-days effort.
+3
Applicable to:
Sales
Customer Service
Project Service Automation
2 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
3 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
4 out of 60
Modern Workplace Service: 6 Wk AssessmentHappiest Minds Technologies LimitedModern Workspace solution, delivering round-the-clock support services, end-user security, by enriching and the user experience, lowering total cost of ownership, along with increased productivity.
+3
Applicable to:
Device Deployment & Management
Mobile Device Management
Workplace Analytics
5 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
6 out of 60
Jobs and Project Costing: 12-Wk ImplementationWebSan Solutions Inc.Our service is ideal for customers that require Dynamics 365 Business Central’s core financials, jobs, and project costing modules.
+1
Applicable to:
Business Central
7 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
8 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
9 out of 60
Copilot for Microsoft 365 Adoption Accelerator Program - 18 WeeksTrace3This program's primary objective is to help accelerate client adoption of Copilot for Microsoft 365 and setup the client for continued maturity with their usage of Copilot for Microsoft 365.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Teamwork Deployment
10 out of 60
Power BI Design Thinking 4-Weeks WorkshopSoftServe Inc.During the Power BI Design Thinking workshop, we’ll work on your struggles and needs. Together we’ll find solutions to your problems, get quick-wins, create solution vision and implementation plan.
+1
Applicable to:
Power BI apps
11 out of 60
Viva 1h Engagement - Communications, Wellbeing, Productivity, AlignmentNewTechThis engagement is the entry point for Viva Connections, Engage, Insights, Goals and an overview of the capabilities for the Viva Suite
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
12 out of 60
Secure Remote Work: 3 Days Intro and Plan WorkshopLiveRoute FZ-LLCEngagement to introduce benefits (of working from anywhere, anytime but securely for your productive workforce), assessment and establish a plan for enabling modern Secure Remote Work workplace.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device Management
13 out of 60
Teams collaboration and Adoption Services: 1-Day WorkshopSCCSCC’s hybrid collaboration and communication adoption service offering for Microsoft Teams Modern Work & Security
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
14 out of 60
Dynamics 365 BC Process Review: 1-Wk AssessmentLBMC Technology SolutionsA review of your current processes done by professional consultants to learn pertinent aspects of your business in order to deliver detailed recommendations to meet your business objectives.
+1
Applicable to:
Business Central
15 out of 60
MDS Three Week Microsoft 365 Copilot Studio Agent Proof of ConceptMaureen Data SystemsThe Microsoft 365 Copilot Agent Proof of Concept is a three-week engagement that will establish a custom agent using both new and legacy expertise and solutioning to build a minimum viable product.
+1
Applicable to:
Knowledge & Insights
16 out of 60
Copilot For Microsoft 365 Readiness AssessmentTHREATSCAPE LIMITEDThreatscape’s Copilot for Microsoft 365 Readiness Assessment (CRA) service can help you understand, and begin to address, the risks of Copilot for Microsoft 365 adoption.
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
17 out of 60
Speed of Cash - Data Platform for Real-Time Insights and Accelerated Cash Flow OptimizationFresh BIOptimize cash flow visibility and speed by showcasing a data-driven solution in Microsoft Partner Center.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
18 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
19 out of 60
ScreenShare45 1-Hour WorkshopLogics Technology Solutions IncScreenShare45 1-Hour Workshop service allows you to connect with a technology specialist on a live 1 hour call with video screenshare to help support you through your technology project.
+2
Applicable to:
Adoption & Change Management
Teams Custom Solutions
20 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
21 out of 60
IT Operations Dashboard: 10-Day ImplementationiLink Systems, Inc.An in-depth engagement leading to an implementation of an IT Operations Dashboard.
+1
Applicable to:
Power BI apps
22 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
23 out of 60
Microsoft Teams E911 Compliance Assessment - 1 DayMagenium Solutions, LLCIn just 1 day we will examine your Teams and Microsoft 365 environment, deliver a report of findings and key action items needed for compliance.
+2
Applicable to:
Calling for Microsoft Teams
Compliance Advisory Services
24 out of 60
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
25 out of 60
ADFS to Microsoft Entra ID Migration: 4-Wk ImplementationPerformantaUndertake a seamless ADFS to Microsoft Entra ID app migration, improving security, offering up new features, and getting your organisation back on track.
+1
Applicable to:
Identity & Access Management
26 out of 60
BI Essentials Training – 5-Day Hands-On Training for TeamsiFour Technolab Private LimitedIn this 5-day interactive training by iFour Technolab, your teams will learn how to connect data, analyse trends, and tell compelling stories through Power BI.
+3
Applicable to:
Power BI apps
Power Apps
Power Pages
27 out of 60
Consult with a PowerApps MVP: 10-Hr ImplementationIW MentorPowerApps Remote Support / Consulting
+1
Applicable to:
Power Apps
28 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
29 out of 60
Microsoft 365 Copilot: Organizational DeploymentCognizantTransform how you work with Cognizant's Microsoft 365 Copilot Organizational Deployment
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Knowledge & Insights
30 out of 60
Automate Customer Support with Power Virtual Agents – Free Use Case ReviewiFour Technolab Private LimitedTired of repetitive support tickets? Let’s Automate It — that’s where Power Virtual Agents can make life easier.
+2
Applicable to:
Power Virtual Agents
Power Apps
31 out of 60
AI & Machine Learning Models for Cash Conversion OptimizationFresh BIOptimize cash flow with AI and machine learning models that deliver real-time CCC insights and actions.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
32 out of 60
Dynamics 365 for Sales: 2-Hr AssessmentLBMC Technology SolutionsA free business assessment to quickly see if Dynamics 365 for Sales is a good fit for your organization.
+1
Applicable to:
Sales
33 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentWebSan Solutions Inc.In one hour, we can determine if Dynamics 365 Business Central is right for you.
+1
Applicable to:
Business Central
34 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
35 out of 60
Teams Rooms 2-weeks implementationNewTechTransform your rooms into inclusive real collaboration spaces with Newtech Teams Rooms, integrate your investments into the hybrid work scenarios with Microsoft Teams and our implementation services.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
36 out of 60
Microsoft Copilot Legal & Compliance Readiness Assessment: 4-Wk AssessmentLighthouse GlobalThis assessment helps identify information protection and data governance gaps to prepare your organization to safely and efficiently deploy Microsoft Copilot.
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
37 out of 60
Office 365 Tenant to Tenant Migration: 1-week AssessmentC1st Technologies LLCWe understand the complexities involved in such scenarios, and our experienced team is dedicated to guiding and supporting businesses throughout the entire migration process.
+3
Applicable to:
Information Protection & Governance
Insider Risk
Threat Protection
38 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
39 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
40 out of 60
Viva Insight Employee Experience: 2-WK ImplementationPC SOLUTIONS PRIVATE LIMITEDViva Insights is part of Microsoft Viva. PC Solution will help the organization to create/enable a platform that will help employees to connect, focus, learn and thrive at work.
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
41 out of 60
Power BI Embedded Portal: 1 Wk ImplementationTallanWe'll collaborate with your teams to use Microsoft Power BI Embedded features to create rich, interactive, and guided engagements where report visualizations are placed directly into your apps!
+1
Applicable to:
Power BI apps
42 out of 60
Microsoft Dynamics 365 Customer & Customer Service Insights: 6 Week ImplementationCognizantEnvisioning, deployment, and support services for Microsoft Dynamics 365 Customer Service Insights
+2
Applicable to:
Customer Service
Customer Insights
43 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
44 out of 60
Power BI Infrastructure: 2-Wk WorkshopMarquam GroupThe initial implementation of Power BI can be quite challenging. Marquam focuses on secure access control, scalable cloud architecture, and best practice configuration.
+1
Applicable to:
Power BI apps
45 out of 60
Eviden Intelligent Automation 5 Weeks Proof of ConceptEviden International France - SASThe assessment of the automation including Process Design Document must be available as a pre-requisite and will be evaluated by Eviden to ensure it can be used as input for the POC.
+1
Applicable to:
Power Automate
46 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
47 out of 60
F&O Development Package: 10-Day ImplementationDomain 6 Inc.Would you like to get more out of your Microsoft Dynamics AX/365 F&O solution? Domain 6 is your trusted partner to deliver enhancements and improvements to your Dynamics AX/365 F&O solution.
+1
Applicable to:
Finance
48 out of 60
CRM Migration to Dynamics 365: 4-Wk ImplementationMicrosoftMicrosoft FastTrack for Dynamics 365 team will provide best practices and guidance to help you migrate your on-premises Dynamics CRM environment to Dynamics 365 in the cloud.
+2
Applicable to:
Sales
Customer Service
49 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
50 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
51 out of 60
Publicis Sapient Loan AcceleratorPublicis.Sapient USAPublicis Sapient Loan Accelerator will assist financial institutions with improving end to end mortgage origination process.
+3
Applicable to:
Frontline Workers
Power Platform for Teams
Teams Custom Solutions
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
Business Central Premier: 8-Wk ImplementationDynamic ConsultingOur Premier Package builds upon the Enhanced Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.
+1
Applicable to:
Business Central
54 out of 60
Business Apps eConnect - 1-Wk AssessmentECLECTICS INTERNATIONAL LTDLooking for return of investment (ROI) for your Microsoft Dynamics 365 Implementation, achieving solution readiness, and recommendations to achieve a 360-degree view of your customers?
+2
Applicable to:
Sales
Customer Service
55 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
56 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
57 out of 60
Copilot Productivity AssessmentiFour Technolab Private LimitedA no-risk, data-driven approach to pinpoint where Copilot delivers the most value—enabling rapid deployment and measurable impact across your Microsoft 365 environment.
+1
Applicable to:
Workplace Analytics
58 out of 60
Power BI Introductory Training: 1-Day WorkshopenVista Enterprise Solutions, LLC (EES) - MBSCustomized, instructor-led introductory Power BI training for back-end and front-end reporting and dashboards.
+1
Applicable to:
Power BI apps
59 out of 60
Dynamics 365 for Sales: 1-Wk ImplementationLBMC Technology SolutionsAn implementation package to get up and running fast and easy with Dynamics 365 for Sales.
+1
Applicable to:
Sales
60 out of 60