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Consulting services results for Financial Services
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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
1 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
2 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
3 out of 60
CCaaS AssessmentHitachi SolutionsThis assessment includes a strategic goals document, epics/features backlog, and a blueprint presentation with high-level design and roadmap aligned to business objectives.
+1
Applicable to:
Customer Service
4 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
5 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
6 out of 60
Power Apps – 4 Weeks MVPApexonAI-Powered Digital Transformation with Power Platform
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
7 out of 60
Dynamics 365 Fin&Ops Development: 10-Day WorkshopQuick ERP Co., Ltd.A 10-day in-depth training course on developing application extensions in Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
8 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
9 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
10 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
11 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
12 out of 60
Integrate Dynamics & Shopify: 3-Wk ImplementationFolio3 Dynamics AX ServicesFolio3’s Shopify Connector for Microsoft Dynamics 365 Business Central allows you to easily manage your e-store by connecting it with business processes provided by the Microsoft ERP system.
+1
Applicable to:
Business Central
13 out of 60
Microsoft Licensing Analysis: 2 Hour ConsultationB&R Business SolutionsThe purpose of this analysis is to ensure Microsoft 365 licensing meets business goals & concerns, is being procured the best way for your business, and license guidance and support.
+1
Applicable to:
Adoption & Change Management
14 out of 60
Transform your Business with Power Apps and Customization in 6 WeeksWAi TechnologiesTo help transform businesses with Power Apps and Power BI Insights targeting enterprises that are invested in Microsoft and looking for modernization using Low code No code platforms.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
15 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
16 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
17 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
18 out of 60
Upgrade Your Development Skills: 5-Day WorkshopRSMUS LLPA training workshop put on by RSM Technology Academy to get your developers ready for the latest version of Microsoft Dynamics 365 for Finance and Operations.
+1
Applicable to:
Finance
19 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
20 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
21 out of 60
Long-Term Support and Service for Microsoft Dynamics 365: 4-Wk ImplementationDyn365ProsUnlimited Microsoft Dynamics 365 support and administrative assistance. Data review, trainings, system check and discount on rates for project related services.
+1
Applicable to:
Sales
22 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
23 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
24 out of 60
Power Platform App in a Day WorkshopCovenant Technology Partners1-day workshop for client to understand/build a Power App
+1
Applicable to:
Power Apps
25 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
26 out of 60
Dynamics 365 Business Central: 1-Hr AssessmentFolio3 Dynamics AX ServicesHave a 1-on-1 with Dynamics 365 Business Central experts (no sales people, just developers) having 15+ years of experience. Their insights will help you make the right decision for your business.
+1
Applicable to:
Business Central
27 out of 60
Power Platform Governance WorkshopCovenant Technology Partners1-day workshop to understand Power Platform Governance
+1
Applicable to:
Power Apps
28 out of 60
Deployment of Copilot for Microsoft 365Windows Management Experts, Inc.Enhance the productivity of Microsoft 365 with our premium Deployment service for Copilot for Microsoft 365.
+3
Applicable to:
Identity & Access Management
Information Protection & Governance
Threat Protection
29 out of 60
CloudShift QB: 3-Month Migration from QuickBooks to Microsoft Dynamics 365 Business CentralCalsoft SystemsCloudShift QB was built to assist businesses in migrating from Quickbooks to Dynamics 365 Business Central Cloud. CloudShift QB is migrating to the cloud made easy.
+1
Applicable to:
Business Central
30 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
31 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
32 out of 60
MCI Transition to Cloud: 2-Day WorkshopCB5 SolutionsThe Cloud Transition workshop helps customers envision agile work scenarios and how to enable the organization to be productive and transition to the cloud with Microsoft 365
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Meetings for Microsoft Teams
33 out of 60
Corporate E-Learning with Viva: 5-Week ImplementationSpyglass MTG, LLCThe is offering leverages Viva Learning, Viva Connection, and Power Platforms to provide organizations with a training and testing solution that empowers employees to learn and grow.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
34 out of 60
Migrate Microsoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation PlanEvincible SolutionsMicrosoft Dynamics GP To Dynamics 365 Business Central 4 weeks Implementation Plan
+1
Applicable to:
Business Central
35 out of 60
Advanced Power BI Jump Start w/ Training: 3-Wk POCCovenant Technology PartnersMove beyond Excel. Quickly turn your data into actionable insights with a 3 week Power BI POC and training with a follow-up health check.
+1
Applicable to:
Power BI apps
36 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
37 out of 60
LTIMindtree Customer Onboarding: 4-Weeks ImplementationLTIMindtree LimitedQuick customer onboarding using PowerApps, Power Automate and AI Models .
+2
Applicable to:
Power Automate
Power Apps
38 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
39 out of 60
Retail Kiosk Program Workshop - 5 DaysCB5 SolutionsA secure kiosk management solution built for Zebra, Android and iOS devices in retail and finance services.
+3
Applicable to:
Frontline Workers
Identity & Access Management
Threat Protection
40 out of 60
Hybrid Meetings and Rooms WorkshopCovenant Technology PartnersHybrid Meetings and Rooms 8-hour Workshop: Define your business priorities and scenarios that drive hybrid meetings.
+3
Applicable to:
Adoption & Change Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
41 out of 60
Business Central Base Finance: 2-Wk ImplementationeBECS ltdFull Financials Implementation of Microsoft Dynamics Business Central from award-winning Microsoft Partner.
+1
Applicable to:
Business Central
42 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
43 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
44 out of 60
Application Lifecycle Management - Managed Service EngagementInnovative-e Inc.Support you Microsoft Power Apps and Teams4PM applications with our Application Lifecycle Management Services.
+2
Applicable to:
Power Platform for Teams
Teams Custom Solutions
45 out of 60
Financials Rapid Deployment: 12-Wk ImplementationAxtegrity ConsultingAxtegrity offers Rapid Deployment of Core Financials solution for Finance & Operations customers at a fixed cost of $119,000.00. The project duration is estimated at 12 weeks after project start.
+1
Applicable to:
Finance
46 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
47 out of 60
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
48 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
49 out of 60
Get your Viva Pilot in 2 Weeks!Maureen Data SystemsGet your Viva Two Modules Pilot Ready in 2 Weeks with MDS Envisioning / Readiness sessions.
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
50 out of 60
Build Custom Application with Power App and Power Automate: One-Months ImplementationPROLIFICS CORPORATION PRIVATE LIMITEDThis offering is for clients who need to automate small business operations without the need to handle hardware, infrastructure and other “plumbing” related work.
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
51 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
52 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
53 out of 60
Migrate InfoPath to Power Apps: 1-Hr AssessmentInsightPower Apps and the Power Platform offers you tremendous capability that you could never imagine with your legacy InfoPath forms. With the end of InfoPath support in sight, now is the time to start.
+1
Applicable to:
Power Apps
54 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
55 out of 60
Business Process Optimization: 6 Wk ImplementationSparkhound LLCStandardize, Optimize, and Automate Business Processes
+1
Applicable to:
Power Automate
56 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
57 out of 60
Dynamics 365 Fixed Asst/Hist: 3-Day 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 with a year of historical data.
+1
Applicable to:
Business Central
58 out of 60
Dynamics 365 CE Sales: 10-Wk ImplementationWipfli LLPWipfli Dynamics 365 Customer Engagement Implementation Sales Enablement
+1
Applicable to:
Sales
59 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
60 out of 60