FiltersClear all
Consulting services results for Financial Services
Showing results in consulting services.
Loan Vision: 10-Week ImplementationBestborn Business Solutions, LLCMortgage Industry Finance System
+1
Applicable to:
Business Central
1 out of 22
VIVA Insights Quick Start Program: 2-Wk ImplementationSoftchoiceProvide customers with discovery and alignment on their Viva Insights strategy and business transformation
+1
Applicable to:
Knowledge & Insights
2 out of 22
Endpoint Manager for Desktops - Financial Services: 3-Months Proof of ConceptProtected TrustIncrease productivity, reduce administrative costs, enhance security profiles and meet compliance requirements
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teamwork Deployment
3 out of 22
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
4 out of 22
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
5 out of 22
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
6 out of 22
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
7 out of 22
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
8 out of 22
Catalyst Envision and Innovation WorkshopCovenant Technology PartnersCatalyst Envision and Innovation Workshop for Microsoft Dynamics 365 Customer Service
+1
Applicable to:
Customer Service
9 out of 22
Migrate to Power BIDataFactZDataFactZ - 12 Week Power BI Migration Consulting Package
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
10 out of 22
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
11 out of 22
KK Copilot AdvisoryKraft KennedyKraft Kennedy will lead a series of roadmap sessions to increase customer confidence with AI and then help plan a Microsoft Copilot for Microsoft 365 Proof of Concept
+1
Applicable to:
Adoption & Change Management
12 out of 22
Dynamics 365 Business Central Process Review - Expert Led Efficiency & Automation AssessmentCrestwood AssociatesUnlock the full potential of Business Central. This review helps SMBs move beyond GL/AP/AR to optimize financials, operations, and automation opportunities.
+2
Applicable to:
Business Central
Power BI apps
13 out of 22
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
14 out of 22
Copilot and AI Readiness AssessmentCloudServusRun an AI Readiness Assessment to pinpoint gaps using Copilot adoption; align next steps to Copilot & Agents at Work.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Threat Protection
15 out of 22
Microsoft Purview QuickStart: ImplementationKraft KennedyKraft Kennedy offers a Microsoft Purview Quick Start engagement that is designed to deliver customers immediate value by establishing foundational data governance capabilities.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Threat Protection
16 out of 22
Data Pros AMG - Copilot Readiness AssessmentData ProsEmpowering SMBs to confidently begin their AI journey with a tailored Microsoft Copilot readiness assessment.
+3
Applicable to:
Adoption & Change Management
Cloud Security
Knowledge & Insights
17 out of 22
Invoice Automation using Microsoft Power AutomateiFour Technolab Private LimitedThis is an invoice automation solution using Microsoft Power Automate that streamlines the entire invoicing process from data capture to approval and tracking.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
18 out of 22
Customer Service Copilot Agent by TRUE.orgTRUE.orgImplement a custom AI Microsoft Copilot Agent to streamline customer service, reduce handle time, and boost agent productivity using Microsoft Copilot Studio and CRM integration.
+3
Applicable to:
Customer Service
Power Virtual Agents
Power Apps
19 out of 22
Secure AI Quickstart: 3-week Assessment and Proof of ConceptQuisitiveSecure AI Quick Start is a fundable, Microsoft-aligned security engagement that rapidly analyzes organizational AI readiness and identifies critical security & governance improvements
+3
Applicable to:
Cloud Security
Identity & Access Management
Information Protection & Governance
20 out of 22
Data Migration and Workflow Automation using Power AutomateiFour Technolab Private LimitedA free expert-led 1-hour consultation focused on data migration and workflow automation.
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
21 out of 22
Dynamics 365 Business Central Local partner: ImplementationEmce Solution Partner OyDynamics 365 Business Central Local Partner in Finland
+1
Applicable to:
Business Central
22 out of 22