O365 Discounted Licensing
For Global Finance NZ

O365 discounted licensing for Global Finance NZ enables secure collaboration, streamlined communication, and efficient productivity management for financial services teams supporting residential and commercial property financing solutions.

Technologies

Microsoft O365

Use Case

Mail Setup

Industries

Finance/Banking/Accounting/Insurance

Location

New Zealand

Employees

50+

Project Time
2 Days

Weekend cutover

Executive Summary

Microsoft 365 license management was implemented for Global Finance NZ using a mixed-license approach that included Business Basic, Business Standard, and Business Premium plans. Web and mobile Office applications were enabled to support flexible productivity and collaboration across devices. The solution optimized licensing costs for 50+ users, delivering ongoing annual savings while ensuring scalable access, efficient subscription management, and reliable cloud-based business operations for the organization.

Results & Impact

2 days

Setup and Mail migration

Active Users

5%

Discount

Faster Mean Time to Investigate

24*7

Support

System Uptime

Backup + MFA

Security Posture

Requests Reduced

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.

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

Project Timeline

Weekend cutover

If You Are Looking For Similar Services?

Project Navigation

Project Info

Location

New Zealand

Status

Completed

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