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Consulting services results for Financial Services
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Power BI Focused: 5-Day AssessmentenVista Enterprise Solutions, LLC (EES) - MBSGuided assessment to understand how to leverage Microsoft's Business Intelligence tools to deliver actionable insights for your business.
+1
Applicable to:
Power BI apps
1 out of 60
Intelligent Automation: 4-Wk Proof of ConceptGenpact LLCTransform your business operations, in driving digital transformations, and reimagine your business processes
+2
Applicable to:
Power Automate
Power Apps
2 out of 60
TTEC Digital Solution for Launchpad for Personalized Banking: 12 Week POCTTEC DigitalYour customers last best experience can directly impact your bottom line. Deliver hyper-personalized, memorable experiences powered by Microsoft Cloud for Financial Services
+2
Applicable to:
Marketing
Customer Insights
3 out of 60
Power BI Hands-On Training: 1-Day WorkshopPacteraA hands-on workshop to learn how the unique capabilities of Power BI can help you represent and analyze data, and derive insights.
+1
Applicable to:
Power BI apps
4 out of 60
Dynamics 365 Sales: 20-Week ImplementationBond Consulting ServicesPerfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.
+1
Applicable to:
Sales
5 out of 60
Dynamics GP to Dynamics 365 Business Central: 10 Week ImplementationBond Consulting ServicesOur rapid migration package helps clients migrate from Microsoft Dynamics GP to Dynamics 365 Business Central in 8-12 weeks with a proven successful plan and powerful deliverables.
+1
Applicable to:
Business Central
6 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
7 out of 60
Dynamics 365 Business Central: 3-Day AssessmentBond Consulting ServicesAn engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.
+1
Applicable to:
Business Central
8 out of 60
Information Lifecycle Management with Microsoft PurviewBridewell Consulting LimitedOperationalise Microsoft Purview’s Data Loss Prevention (DLP) and Insider Risk Management capabilities with this expert-led engagement
+3
Applicable to:
Compliance Advisory Services
Information Protection & Governance
Insider Risk
9 out of 60
Microsoft 365 Adoption as a ServiceSeer Strategic SolutionsAdoption and Change Management Solutions to help tailor deployments and migrations for Microsoft 365 according to your specific business needs.
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
10 out of 60
Microsoft 365 Copilot Proof of Value WorkshopCovenant Technology PartnersDrive Adoption of Microsoft 365 Copilot for your organization: 2-week engagement
+1
Applicable to:
Adoption & Change Management
11 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
12 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
13 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
14 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
15 out of 60
Modern Workplace AssessmentHTGThis assessment supports businesses in their cloud journey to quickly develop or migrate into a modern cloud-based organisation by implementing a Software as a Service Strategy with Microsoft 365.
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
16 out of 60
Business Central Property Management 2-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will help you with Property Management for Microsoft Dynamics 365, Business Central
+1
Applicable to:
Business Central
17 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
18 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
19 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
20 out of 60
Offer Name: Microsoft 365 CrashCourse - 1 week WorkshopVirteva LLCEmpower organizations to gain a deeper understanding of Microsoft 365 and its vast array of services, features, and capabilities through Virteva's Microsoft 365 CrashCourse Workshop.
+3
Applicable to:
Identity & Access Management
Knowledge & Insights
Mobile Device Management
21 out of 60
Dynamics GP to D365 Business Central: Stg 8Wk ImpEncore Business SolutionsMove from GP to Business Central with Encore’s Transition Packages: Starting at 8 Wk Implementation
+1
Applicable to:
Business Central
22 out of 60
SalesForce to Dynamics 365 Migration AssessmentBizappStreamlined migration from SalesForce to Dynamics 365, optimizing costs and data integration
+3
Applicable to:
Marketing
Sales
Customer Service
23 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
24 out of 60
Enable Windows 365 Cloud PCCofomoWith the right endpoint modernization strategy and tools, employees get a secure experience on every mobile device, tablet, or laptop they’re using, all while eliminating major management headaches.
+3
Applicable to:
Device Deployment & Management
Identity & Access Management
Mobile Device 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
Windows 365 ImplementationAlfa Connections Pte LtdWindows 365 is a cloud-based service that automatically creates a new type of Windows virtual machine (Cloud PCs).
+1
Applicable to:
Device Deployment & Management
27 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
28 out of 60
Integration Solution Workshop for Dynamics 365 and Power PlatformxRM TechnologiesDetail architectural overview workshop to plan, design and estimate the highly scalable integrations solution for Dynamics 365 with other business systems using Microsoft Azure.
+3
Applicable to:
Sales
Customer Service
Field Service
29 out of 60
Viva in Teams: 4-Week ImplementationSpyglass MTG, LLCThis offer allows you to curate the specific information you want sent out to employees, and these messages will be presented to them directly on their Teams window.
+3
Applicable to:
Frontline Workers
Knowledge & Insights
Teams Custom Solutions
30 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
31 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
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
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
34 out of 60
Dynamics 365 Business Central: 2-Hr AssessmentKnaster Technology GroupIs Microsoft Dynamics 365 Business Central the right solution for your business? Spend two hours with us to compare its capabilities with your unique requirements and challenges.
+1
Applicable to:
Business Central
35 out of 60
Microsoft 365 Cloud Accelerator ExperienceSeer Strategic SolutionsMicrosoft 365 Cloud Accelerator Experience
A hands-on introduction to Microsoft’s suite of productivity tools, customized to your organizations business, process, and people.
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
36 out of 60
CSE Microsoft Teams voice implementationComputer Solutions East3-day Teams Voice implementation will help deploy Microsoft Teams as a Phone System. Using Direct Routing or Calling Plans, this engagement will allow you to migrate from your existing PBX to Teams.
+3
Applicable to:
Calling for Microsoft Teams
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
37 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
38 out of 60
Business Central Fin and Dist: 2-Hr AssessmentIntegrated Computer Systems SupportDistributors who want to learn about the new Microsoft Dynamics 365 Business Central offering and how it can serve your business, this assessment is perfect for you.
+1
Applicable to:
Business Central
39 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
40 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
41 out of 60
Business Central Financials: 1-Hr AssessmentHarwood Consulting, Inc.Harwood Consulting will assess your readiness of Financials in Dynamics 365 Business Central interview you and show an example of a Chart of Accounts, Dimensions, Bank Accounts, and Financials.
+1
Applicable to:
Business Central
42 out of 60
Power BI for Developers: 1-Day WorkshopCSG ProA full day of deep-dive training for developers focused on Power BI.
+1
Applicable to:
Power BI apps
43 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
44 out of 60
Finance_setup_configuration:15_Days_ImplementationDhyey Consulting Services Pvt. Ltd.Dhyey Consulting will be conducting Implementation to get you up and running Financial management by configuring Financial management module in Microsoft Dynamics 365 Business Central.
+1
Applicable to:
Business Central
45 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
46 out of 60
CSE Security Baseline 3 days implementationComputer Solutions East3 day security baseline implementation program is designed to improve your cyber security posture, Secure your user devices and application & identify risks by industry leading partner, trainer, and t
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
47 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
48 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
49 out of 60
Microsoft Teams Meeting Room - Service AAlfa Connections Pte LtdImplementing Microsoft Teams Room for enhancing the user experience of using Microsoft teams Meeting solution by Logitech devices
+1
Applicable to:
Meeting Rooms for Microsoft Teams
50 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
51 out of 60
Discover Your Data: 3-Day AssessmentAdvaiya Solutions Inc.A 3-day assessment to understand current reporting, data, and analytical capabilities. Provides a report of findings and actionable recommendations.
+1
Applicable to:
Power BI apps
52 out of 60
Launch Dynamics: 8-Hr 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.
+1
Applicable to:
Business Central
53 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
54 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
55 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
56 out of 60
DevOps4Dynamics 365 Maturity: 3-Day AssessmentTesthouse LtdAssess your IT organisation’s DevOps maturity and generate an improvement roadmap to ensure you can effectively manage the Application Lifecycle of your Enterprise software investment.
+1
Applicable to:
Finance
57 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
58 out of 60
Power BI Modern Data Strategies: 1-Day WorkshopNetrixLearn how you can gain a competitive advantage through modern data strategies using Azure Cloud Analytics and Microsoft Power BI.
+1
Applicable to:
Power BI apps
59 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
60 out of 60