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Financial Services
Conviértase en el socio de confianza de sus clientes y diferencie su entidad financiera de la competencia. Explore las ofertas de servicios financieros que le ayuden a crear un nuevo valor con tecnología innovadora.
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Servicios de consultoría resultados para Servicios financieros
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Power Platform Hands On: 1-Wk Proof of Concept
Insight
+2
Applicable to:
Power BI apps
Power Apps
In this 40-hour engagement, we’ll build out a fairly simple but full-featured Power App that includes a Power BI report and any limited Power Automate flows to support the process.
1 out of 60
KickStart CRM: 3-Day Implementation
Amaxra
+3
Applicable to:
Sales
Customer Service
Project Service Automation
Our implementation service will quickly, efficiently, and cost-effectively configure and deploy Microsoft Dynamics 365 so you can start using it quickly and efficiently
2 out of 60
Dynamics 365 Bing Mapping App: 1-Hr Assessment
InfoGrow Corporation
+3
Applicable to:
Sales
Customer Service
Field Service
Develop a mapping solution for Dynamics 365 using Bing Maps
3 out of 60
Expand Microsoft 365 eXperience: 3-Weeks Implementation
SQLI
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
3-Weeks Proof Of Concept to play a new digital stream in house
4 out of 60
Project Online Dashboards: 2-Hr Briefing
Advaiya Solutions Inc.
+1
Applicable to:
Power BI apps
An introduction to Power BI dashboards and reports for Project Online and live demo.
5 out of 60
Dynamics 365 Business Central: 1-Hr Briefing
LBMC Technology Solutions
+1
Applicable to:
Business Central
An onsite overview demo for an understanding of the capabilities of Dynamics 365 Business Central.
6 out of 60
Microsoft 365 App Enhancement: 4-week workshop
CX Unicorn
+3
Applicable to:
Adoption & Change Management
Frontline Workers
Teams Custom Solutions
A comprehensive engagement workshop designed to identify Microsoft 365 application enhancement opportunities
7 out of 60
Predica Power Platform KickStarter 2-Weeks Assesment
Predica
+1
Applicable to:
Power Apps
Make your first steps with Power Platform and verify the value.
8 out of 60
Microsoft 365 Security Health Check Assessment 3-Wk
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Review and Provide a full comprehensive assessment report on Microsoft 365 security and controls enabled across the environment
9 out of 60
Synergy Advisors - Microsoft 365 Copilot 'Management' - E-mmersion
Synergy Advisors LLC
+1
Applicable to:
Adoption & Change Management
Control data sharing and ensure security compliance for scalable, effective growth
10 out of 60
Machine Learning & Pred. Analytics: 2-Hr Briefing
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
An overview of Machine Learning and Predictive Analytics and how to utilize it in your business
11 out of 60
Security Anywhere:6Hour Workshop
Integrated Solutions Sp. z o.o.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Workshop is dedicated for security stakeholders to help develop a comprehensive strategic plan based on Microsoft's most effective practices for for protecting IT environments
12 out of 60
Asset Management: 10 weeks implementation
Systems Ltd
+1
Applicable to:
Supply Chain Management
TechVista will guide and help you to transform your end-to-end Asset Lifecycle Management in this 10-weeks journey
13 out of 60
Report and Dashboard Creation: 2-Day Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Accelerate 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.
14 out of 60
Center of Excellence: 6-Wk Implementation
SPAN d.d.
+2
Applicable to:
Power BI apps
Power Apps
Establishing a Power Platform Center of Excellence
15 out of 60
Data Analytics Insight Snapshot: 5-Day Assessment
Tecknoworks
+1
Applicable to:
Power BI apps
The low-risk, low-stress way to know if analytics will really bring you ROI.
16 out of 60
Power Platform Centre for Enablement (C4E) - 8 week Implementation
Kainos
+2
Applicable to:
Power Automate
Power Apps
The Centre for Enablement (C4E) service offering from Kainos allows customers to accelerate the use of Power Platform across their organisation, while enabling proper governance controls.
17 out of 60
Cyber Security Assessment
ELEVATE Solutions Limited
+1
Applicable to:
Threat Protection
The Cybersecurity Assessment helps customers assess their security posture and risk to insider threats.
18 out of 60
Dynamics 365 Tune Up: 10-Hr Assessment
InfoGrow Corporation
+2
Applicable to:
Sales
Customer Service
Achieve your expected business value from Dynamics. Tune-up assessment
19 out of 60
Bizapp COE: 3-Meses Implantação
Bizapp
+3
Applicable to:
Power Automate
Power Apps
Power Pages
Estratégia a longo prazo para habilitar os desenvolvimentos de aplicativos Low/No-Code pelos profissionais de negócios (Citizen Developers)
20 out of 60
Dynamics Migration: 2-Wk Assessment
Catapult Systems, LLC
+3
Applicable to:
Sales
Customer Service
Field Service
An envisioning engagement that helps you plan your migration from on-premise Dynamics to Dynamics 365.
21 out of 60
Data Automation: 1-Wk Workshop
Clouds On Mars
+1
Applicable to:
Power BI apps
Analysis and data refresh automation for an existing Microsoft Power BI report or dashboard to ensure the data is always up-to-date.
22 out of 60
SOS Enterprise Comm. App: 1-Wk Implementation
SOS Group Limited
+1
Applicable to:
Power Apps
SOS Group Limited provides Enterprise Communication App which aims to facilitate business operation, 2-way communication between colleagues and the company.
23 out of 60
TEKsystems Global Services Microsoft 365 Copilot Readiness and Adoption Services - 1 Week Proof of Concept
TEKsystems Global Services LLC.
+2
Applicable to:
Adoption & Change Management
Knowledge & Insights
Let TEKsystems Global Services sit beside you in the jump seat to navigate through the endless advantages of AI productivity using Copilot.
24 out of 60
Business Central Customization: 1-Hr Assessment
David Boehm, CPA and Company Inc.
+3
Applicable to:
Business Central
Power BI apps
Power Apps
Spend one hour with us and learn how Microsoft Dynamics 365 Business Central can be implemented and customized to meet your needs.
25 out of 60
Securing On-prem AD with Defender for Identity 3-Wk | Implementation/POC
Bulletproof Solutions Inc.
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
Provide Implementation steps and best practices for Configuring Defender for Identity on on-prem AD Domain Controllers and/or AD Federation Services &/or AD Certificate Services
26 out of 60
Business Productivity: 3 days assessment
Three Systems s.r.o.
+3
Applicable to:
Adoption & Change Management
Meetings for Microsoft Teams
Teamwork Deployment
BUSINESS & SECURITY ADVISORY goal is to identify suitable scenarios for the use of modern technologies for communication, collaboration, information sharing, teamwork, key processes and applications.
27 out of 60
Microsoft 365 Feature Update Abonnement: 4 Einheiten pro Jahr
AppSphere AG
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Teams Custom Solutions
Das „Feature Update Abonnement“ steht für Aktualität und Effizienz. Technologisch und in der Tool-Anwendung Ihrer Mitarbeitenden.
28 out of 60
AX 2012 to Dynamics 365 Upg: 10-Wk Implementation
Dynamic Consulting
+1
Applicable to:
Finance
A technical upgrade of Microsoft Dynamics AX 2012 to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition.
29 out of 60
Microsoft Viva - 1 Day Workshop
Bamboo Technologies Limited
+2
Applicable to:
Knowledge & Insights
Workplace Analytics
To make the employee experience your competitive advantage with Modern Work solutions, Bamboo offers a one-day workshop to provides an overview of Viva suite and see how Viva helps your organization.
30 out of 60
Dynamics 365 Health Check: 5-Wk Assessment
Crowe LLP
+1
Applicable to:
Finance
Eliminate potentially costly Dynamics 365 performance issues with tools to proactively measure your server infrastructure. Optimize system performance and mitigate issues before users are disrupted.
31 out of 60
Insurance Premium Audit Automation – 2 Hours Briefing
Happiest Minds Technologies Limited
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
This briefing session aims to assist potential customers in understanding the use cases and problem areas that are addressed, as well as the significant business advantages offered.
32 out of 60
AI-Powered Contact Center and Voice Transformation
Bizapp
+3
Applicable to:
Customer Service
Customer Voice
Power Virtual Agents
Tired of inefficient customer service processes that waste valuable time and resources? BizApp is here to help you revolutionize your customer interactions with Microsoft Dynamics 365 Contact Center!
33 out of 60
Field Service Integration: 9-Wk Implementation
Dynamic Consulting
+2
Applicable to:
Finance
Field Service
Fully customizable Dynamics 365 Finance and Operations integration with Dynamics 365 for Field Service, leveraging the Data Import/Export Framework (DIXF) and Azure-based Logic and Function apps.
34 out of 60
Dynamics GP to Dynamics 365: 1-Day Assessment
Logan Consulting
+2
Applicable to:
Finance
Business Central
Logan Consulting is offering a flat-fee service to assess your move from Microsoft Dynamics GP to the appropriate Microsoft Dynamics 365 Business Central or Finance and Operations.
35 out of 60
IN - Microsoft 365 Barracuda Cloud to Cloud Backup
Crayon
+1
Applicable to:
Cloud Security
Secure, easy-to-use SaaS backup for your Microsoft 365 data
36 out of 60
Power Platform Centre of Excellence (CoE) Implementation
Infinion Technologies
+3
Applicable to:
Power BI apps
Power Automate
Power Apps
Maximize the value of your Power Platform investment with a Power Platform Centre of Excellence
37 out of 60
Migrate InfoPath to Power Apps: 1-Hr Assessment
Insight
+1
Applicable to:
Power Apps
Power 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.
38 out of 60
Microsoft Copilot Workshop
Managed Solution
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Bring your business decision-makers and technology groups together for a transformative Microsoft 365 Copilot Workshop, fostering collaboration and unlocking the full potential of Copilot's business i
39 out of 60
Hybrid Teams Meetings 1-Day Workshop
One Diversified
+3
Applicable to:
Device Deployment & Management
Meeting Rooms for Microsoft Teams
Meetings for Microsoft Teams
Define customers' business priorities that drive hybrid work through deep-dive planning which results in actionable recommendations to deploy and adopt Microsoft Teams Meetings and Meeting Rooms.
40 out of 60
Kick-Starting Power Apps Project Delivery: 3-Week Assessment
EPAM Systems
+3
Applicable to:
Power Automate
Power Virtual Agents
Power Apps
3-Week Assessment Workshop: Explore, identify, measure and foresee the future solution with Power Apps
41 out of 60
Dynamics NAV to Dynamics 365 F&O: 2-Hr Assessment
Turnkey Tec
+1
Applicable to:
Finance
Receive a summary of findings and high-level estimate of your migration path from Microsoft Dynamics NAV to Microsoft Dynamics 365 for Finance and Operations.
42 out of 60
Power BI Introduction Workshop - 1 Day
Tecknoworks
+1
Applicable to:
Power BI apps
We’ve packed one day with insights that will change the way you work with Microsoft Power BI.
43 out of 60
Dynamics 365 Upgrade/Migration: 2-Wk Assessment
ENAVATE, LLC
+1
Applicable to:
Finance
A 2-week in-depth review of your Dynamics AX deployment to provide comprehensive functional and technical details about the most effective way to update your Dynamics AX solution Dynamics 365.
44 out of 60
Avanade Security Risk Assessment
Avanade, Inc.
+3
Applicable to:
Cloud Security
Device Deployment & Management
Information Protection & Governance
Avanade's 5-day Risk Assessment offers security leaders a comprehensive view of risk posture across their enterprise and proactive ways to protect their organizations from growing cyber threats.
45 out of 60
Power BI Connector: 3-Wk Implementation
Slalom Consulting
+1
Applicable to:
Power BI apps
Utilize your API to enable quick insights & enhances your product’s visibility to your customers with the Microsoft Power BI Platform
46 out of 60
Microsoft Copilot Studio Chatbot
Managed Solution
+3
Applicable to:
Adoption & Change Management
Knowledge & Insights
Workplace Analytics
Transform your business with intelligent conversations and endless possibilities using a Microsoft Copilot and Azure OpenAI powered chatbot, fully integrated with Microsoft 365.
47 out of 60
ALFA Managed SOC with Microsoft Defender XDR and Sentinel
Alfa Connections Pte Ltd
+3
Applicable to:
Cloud Security
Information Protection & Governance
Threat Protection
ALFA Managed Security Operations Center (SOC) leverages the powerful capabilities of Microsoft Defender Extended Detection and Response (XDR) and Microsoft Sentinel (SIEM & SOAR) to provide a robust,
48 out of 60
Microsoft 365 Productivity Training – 2-Hour Free Workshop
iFour Technolab Private Limited
+1
Applicable to:
Workplace Analytics
This session is designed specifically for business users — no technical expertise required.
49 out of 60
PowerInsurance: 7-Wk Implementation
PowerObjects An HCL Company
+3
Applicable to:
Sales
Customer Service
Power Apps
This Dynamics 365 Accelerator for the Insurance industry leverages Microsoft Technologies (including PowerApps) to empower organizations to deliver consistently superior customer experiences.
50 out of 60
Dynamics 365 for Sales: 12-Wk CRM Migration
TrimaxSecure
+1
Applicable to:
Sales
Launch your digital transformation by moving your existing CRM data to best-in-class solution Microsoft Dynamics 365 for Sales.
51 out of 60
Beyondsoft Power BI: 4-Day Proof of Concept
Beyondsoft Consulting
+1
Applicable to:
Power BI apps
Harness the power of Microsoft Power BI for your business
52 out of 60
Intranet powered by Microsoft VIVA 8-week Implementation
XMS Technologies
+3
Applicable to:
Adoption & Change Management
Teams Custom Solutions
Teamwork Deployment
Implement a friendly and modern intranet that can help improve employees engagement while using the same tools the users are familiar with, particularly Microsoft Teams
53 out of 60
Eviden Intelligent Automation 5 Weeks Proof of Concept
Eviden International France - SAS
+1
Applicable to:
Power Automate
The 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.
54 out of 60
Agentic Control and Management
Capgemini Group
+3
Applicable to:
Adoption & Change Management
Identity & Access Management
Information Protection & Governance
Enable enterprise‑wide governance, control, and security for AI agents with Capgemini’s Agentic Control and Management services, built on Microsoft’s Agent 365 and security ecosystem.
55 out of 60
ITIL 4-Driven IT Service Management: 12-Wk Implementation
Enterprisecloud
+3
Applicable to:
Customer Service
Power Automate
Power Virtual Agents
Streamline IT operations with an ITIL 4-aligned IT Service Management (ITSM) solution built on Microsoft Dynamics 365 Customer Service.
56 out of 60
Analytics Review Power BI: 1Hr Assessment
Voiceback Analytics Pvt. Ltd.
+1
Applicable to:
Power BI apps
1 Hr free Assessment for Power BI implementation. Assessment includes setting up Data Analytics & Insights Engine by Data Ingestion, Data Analytics and Data Visualisation.
57 out of 60
Accelerator of FS Cloud -6 week implementation
Capgemini Group
+1
Applicable to:
Power Apps
We help you to fast track your cloud adoption and digital transformation journey, unlock new opportunities and start driving business value from Microsoft Cloud for Financial Services (MC4FSI)
58 out of 60
Business Process Review: 2 hour Pre-Assessment
saglobal
+1
Applicable to:
Power Apps
Tailored for Professional Services Sector: Make a big impact with small process changes leveraging Microsoft power apps, low code, no code development platform to build agile business processes
59 out of 60
EPAM Microsoft 365 Security: 4-Week Assessment
EPAM Systems
+3
Applicable to:
Cloud Security
Identity & Access Management
Threat Protection
• EPAM's Microsoft 365 Security Assessment uses a combination of various industry best practices and frameworks to understand current security posture, critical gaps and future state of Microsoft 365
60 out of 60
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