Consulting for Financial Services with Data, Automation and AI Projects

Nothing has proven to have more ROI than artificial intelligence as far as student and educator interactions and taking pressure off staffing costs. With existing staff, development of these solutions is difficult.

Ways we can help:

• Chatbot development
• Identify with your team and construct process improvement with autonomous agents

Dynamics 365 customization and configuration for Sales, Customer Service and Field Service can take many organizations months or years. Iterate into perfection with smaller fractional sprints where the app is constantly improving.

Ways we can help:

• Support requests from your sales teams
• Constant improvement to your D365 environment
• Handle more difficult coding requests outside the experience of your team.

Model-Driven and Canvas apps are the perfect tool for constant process improvement. Development teams are drowning with requests to rapidly eliminate old processes.

Ways we can help:

• Elimination of paperwork by building a steady stream of applications.
• Handle support, security and development requests.
• Install and maintain governance with the COE Toolkit.

Empower your educators to access and update their data directly on your website—minimizing support requests and creating a more satisfying user experience.

Ways we can help:

• Deeper development outside of your team's expertise.
• Manage and maintain security and governance for your sites.
• Constantly improve your existing sites and add new functionality. 

Automating processes through Cloud Flows and Desktop Flows can lead to amazing ROI and a reduction in manual paperwork.

Ways we can help:

• Automate paper approvals and other workflows each month.
• Constant process improvement to help employee productivity. 
• Monitor and administer workflows.

The newest enterprise platform from Microsoft for data analytics at scale has quite the learning curve and many teams are struggling to implement this amazing platform. 

Ways we can help:

• Manage and develop new data loading processes (ETL).
• Design and build advanced data models to meet your specific customer requirements.
• Write complex queries that might be out of the expertise for your team.

Many organizations are great at building applications with the Power Platform but lack the knowledge to administer the environment and have no one dedicated to do this. 

Ways we can help:

• Improve governance by installing and maintaining the Center of Excellence (COE) Toolkit
• Handle the requests for new environments and new security requests.

While building reports and dashboards in Power BI is powerful and easy to learn, it can prove challenging to go from junior to senior skills for more complex reports. 

Ways we can help:

• Tackle advanced DAX queries to solve your most complex reporting challenges.
• Reduce your reporting and dashboard backlog. 

With Pragmatic Works’ Hackathons, students have time to implement what they’ve learned in the class on their own data with the help of the onsite instructor.