Microsoft 365 Integration for Network Financial
Main contact

Portals
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Vancouver, British Columbia, Canada
Project scope
Categories
Cloud technologies Training & development Information technology Software development Artificial intelligenceSkills
productivity software presentations operational efficiency web content management software deployment user accounts scheduling business process microsoft 365 communicationNetwork Financial seeks to enhance its operational efficiency by fully integrating the Microsoft 365 productivity suite into its business processes. The goal is to deploy and optimize the use of Microsoft 365 programs, specifically Outlook, Calendar, and Bookings, to streamline communication and scheduling. Additionally, the project aims to explore and implement the use of Sway for presentations, Power Pages for web content management, and AI tools to enhance productivity and decision-making. This project will provide learners with the opportunity to apply their knowledge of IT systems, software deployment, and productivity tools in a real-world business context. The tasks will include configuring user accounts, setting up applications, and training staff on the new tools.
- Fully deployed and configured Microsoft 365 applications: Outlook, Calendar, and Bookings.
- Implementation of Sway for creating interactive presentations.
- Setup of Power Pages for managing web content.
- Identification and deployment of AI tools to enhance productivity.
- Documentation and training materials for staff to ensure smooth adoption of the new tools.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
The founders of Network Financial believe in the power of people to change the nature of investment advice. They aim for transparency, objectivity, and personalization in their services. By leveraging advanced technology, they analyze trends within the economy to find intrinsic value for their clients.
Main contact

Portals
-
Vancouver, British Columbia, Canada