About Client
Tax Professionals offer a wide range of accounting and tax services. They help small and mid-sized businesses. The team also won, “Accountant of the Year” award at the 12th Annual Newslink Indian Business Awards in 2019. They made it to the finalist category for the “Small Business of the Year” award.
- https://www.taxprofessionals.co.nz/
- Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos approached client for O365 discounted licensing pricing and to go via Peritos as an authorized partner. We presented the Quote which got the client interested to choose our services and support for managing their licensing and agreed for us be the client’s authorized partner.
Scope & Requirement for O365 Discounted Licensing
Below are some of the scope items
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the best O365 discounted licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
- Microsoft O365 Licenses
Integrations
- NA
Security:
- Recommended the right License needed based on client’s requirement for standard Security cover.After confirmation from the client the Licenses can be migrated within 2 days and with no downtime
Backup and Recovery
Microsoft email and OneDrive backup services included as part of the license
Scalability
This was not in scope
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Code Management, Deployment
- Deployment for the new licenses was done via Peritos as the license provided and all licenses can be seen in the Admin Center for O365
Go Live
- After confirmation from the client the Licenses can be migrated within 2 days and with no downtime
Challenges of O365 Discounted Licensing
- To get access with the right level of information to be able to see the existing license and to share the quote for the same license takes some time. As we were not given the right access or permission to be able to see that. This was quickly resolved as we informed the client the right steps to delegate access to Peritos Support ID
- To ensure we do not reduce the count of licensing just for cost cutting as the service User to whom a license may be assigned would be using the license for running some apps that can be disrupted if licenses are removed. Hence taking it slow and taking an informed decision is helpful. Once deleted those accounts are difficult to get back
- To explain to the client how to manage the cost more effectively and how to see the utilization reports.
Support for O365 Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Next Phase
We are also in discussion with other projects for the client
- Marketing
- Website Management
About Client
Global Finance offers smart loans and insurance in Auckland since 1999. They offer their expertise to clients who are looking to buy residential or commercial properties and building their portfolio. It is independently judged and recognized as one of New Zealand’s most awarded financial service providers.
- https://www.globalfinance.co.nz/
- Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos is a support partner for Global Finance limited and discussed on the savings plan for O365 discounted licensing pricing. Global Finance team was keen to collaborate with Peritos as their authorized partner. Our quote with an ongoing discount and managing clients license was agreed and thus we worked with the client to help them recommend the right license, esnure they were only paying for what they needed and providing them ongoing Partner % discount.
Scope & Requirement for O365 Discounted Licensing
Below are some of the scope items
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the best O365 discounted licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
- Microsoft O365 Licenses
Integrations
- NA
Security:
- Recommended the right License needed based on client’s requirement for standard Security cover.
Backup and Recovery
Microsoft email and OneDrive backup services included as part of the license
Scalability
This was not in scope
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Code Management, Deployment
- Deployment for the new licenses was done via Peritos as the license provider and all licenses can be seen in the Admin Center for O365
Go Live
- After confirmation from the client the Licenses is migrated within 2 days and with no downtime
Challenges of O365 Discounted Licensing
- To get access with the right level of information to be able to see the existing license
- To migrate from existing provider to Peritos Solutions as the provider
- Cleanup of license and ensure there is no disruption to the business in the process of migration
Support for O365 Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Next Phase
- We are also in discussion with other projects for the client for
- Microsoft Dynamics Support
- Infrastructure Support
About Client
LIPS is a data tool which helps suppliers and retailers to increase their market intelligence by tracking advertised liquor prices to improve their competitive advantage. It even helps to identify market opportunities and optimize promotional strategies.
- https://www.lipsdata.co.nz/
- Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos helped client for managing Microsoft licenses and provided O365 discounted licensing savings plan. Peritos works as an authorized partner to help inform clients on how they can have potential ongoing savings with licenses instead of procuring directly from Microsoft. It is advisable to go with a Partner.
Scope & Requirement for O365 Discounted Licensing
Below are some of the scope items
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the best O365 discounted licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
- Microsoft O365 Licenses
Integrations
- NA
Security
- Recommended the right License needed based on client’s requirement for standard Security cover.
Backup and Recovery
Microsoft email and OneDrive backup services included as part of the license
Scalability
This was not in scope
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Code Management, Deployment
- Deployment for the new licenses was done via Peritos as the license provider and all licenses can be seen in the Admin Center for O365
Go Live
- After confirmation from the client the Licenses is migrated within 2 days and with no downtime
Challenges of O365 Discounted Licensing
- Getting access to the client Azure AD
- Identifying the right set of license for the business.
Support for O365 Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and get visibility.
- Upfront annual commitment plan for 5 users helped save around 20% monthly cost and approximately 226.8 NZD per year.
Next Phase
We are already working with the client for:
- Website Management
- Managing Marketing for Adwords
We are now looking at the next phase of the project which involves:
- Ongoing Support and adding new features every quarter with minor bug fixes
- Web based module to allow admin to mass upload teachers and students
- Mobile app for students and teachers to mark attendance on mobile phones
About Client
InfinityStudio.AI is an early-stage start-up company from Auckland, NZ, building a geotechnical and natural perils AI/ML-enabled platform providing Software as a Service (SaaS) solutions for Engineers, Scientists, and Advisors involved in natural disaster response to integrate their tools, designs, and datasets digitally who required to set up the O365 Discounted Licenses for their organization.
- https://infinitystudio.ai/
- Location: Auckland, New Zealand
Project Background
Peritos got in touch with InfinityStudio.AI and presented a quote for the ongoing O365 discounted licensing pricing. The client was interested in our services as they got a special authorized dealer discount. Client was happy to select Peritos for managing licensing and support for both O365 and while using other Microsoft Product.
Scope & Requirement
Below are some of the scope items
- Changing the Microsoft subscription to avail partner discount for licenses
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the best O365 discounted licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
- Microsoft O365 Licenses
Integrations
- NA
Security:
- Recommended the right License needed based on client’s requirement for standard Security cover.
Backup and Recovery
Microsoft email and OneDrive backup services included as part of the license
Scalability
This was not in scope
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Code Management, Deployment
- Deployment for the new licenses was done via Peritos as the license provider and all licenses can be seen in the Admin Center for O365
Go Live
- After confirmation from the client the Licenses can be migrated within 2 days and with no downtime
Challenges of O365 Discounted Licenses
- To migrate from GoDaddy the existing license used by the client
- Setup the same in 1 day timeframe as the client wanted to send emails immediately and did not wanted any downtime. We have a round the clock implementation and support which helped to support client needs.
Support for O365 Discounted Licensing
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
- Add new user and assign license for the user as needed.
Next Phase
We are also in discussion with other projects for the client
- Ongoing support related to O365 setup
- User Management
- Ongoing Discounted Licensing
