Choosing the Right O365 Subscription: Monthly, Annual & Hybrid Commitments

Choosing the Right O365 Subscription: Monthly, Annual & Hybrid Commitments

This article explores the various Microsoft 365 subscription models—monthly, annual, and hybrid—and helps you choose the best fit for your business needs while optimizing cost and flexibility.

As businesses scale digitally, selecting the right Microsoft 365 (formerly O365) subscription model becomes a critical financial and operational decision. Organizations are often unaware that Microsoft’s licensing options are structured across commitment levels—monthly, annual, or hybrid. Beyond that, how you manage users, licensing renewals, and Teams settings can significantly affect both security and costs.

This article walks you through:

  • Microsoft 365 licensing types by commitment

  • When to use each model

  • Tips to save costs through proactive user and license management

  • Teams settings and file-sharing strategies for smarter collaboration


Understanding Microsoft 365 Licensing Commitment Models

Microsoft 365 licenses are primarily offered in three structures:

1. Monthly Commitment

  • Flexible; you can add or remove users every month

  • Ideal for freelancers, interns, and project-based resources

  • Priced higher (15–20%) than annual plans

  • Helps with dynamic workforce scaling

2. Annual Commitment

  • You commit to a set number of users for 12 months

  • More cost-effective than monthly options

  • Can be paid monthly or upfront annually

  • Once committed, reducing the user count won’t reduce the monthly bill

3. Hybrid Licensing Approach

A growing number of businesses adopt a hybrid structure:

  • Use annual licenses for core staff

  • Use monthly licenses for dynamic roles

This approach prevents over-licensing while ensuring flexibility where needed.


Popular Business and Enterprise Plans

Business Licenses

  • Microsoft 365 Business Basic

  • Microsoft 365 Business Standard

  • Microsoft 365 Business Premium

  • Microsoft 365 Apps for Business

  • Microsoft 365 Copilot (requires annual commitment)

Enterprise Licenses

  • Office 365 E1, E3, E5

  • Microsoft 365 Apps for Enterprise

The choice between Business and Enterprise plans depends on your organization size, regulatory needs, and whether you require features like advanced compliance, analytics, or communication tools like Teams Webinars.


Real-Time Usage Tracking for Smarter Decisions

Through the Microsoft 365 Admin Center, you can monitor:

  • Number of active licenses

  • Type of commitment (monthly vs. yearly)

  • Individual usage stats per user (e.g., “Last Activity Date” in Exchange)

Tracking this helps identify underutilized licenses, especially those where users are inactive. These licenses can be reallocated or dropped in the next billing cycle to reduce costs.

A best practice is to export the Active Users report and use “last email activity” to determine inactive users.


Best Practices: User Exit & Mailbox Management

When an employee leaves your organization, failing to manage their license and mailbox properly can lead to unnecessary costs and even security vulnerabilities.

Suggested Steps:

  1. Revoke or delete user licenses via Admin Center

  2. Transfer emails to a shared mailbox (this can be automated during deletion)

  3. Set automatic replies for both internal and external messages

  4. Assign mailbox access to another user or team

  5. Remove aliases and disable sign-in to prevent unauthorized access

  6. Reclaim or delete unused licenses for future reassignment

Pro Tip: Avoid leaving deactivated accounts unmonitored, as they can still retain OneDrive data for up to 30 days. If not accessed, this data is lost permanently.


File Sharing, Collaboration, and Teams Optimization

Internal vs. External File Sharing

Microsoft 365 offers powerful file-sharing across SharePoint, OneDrive, and Teams, each with tailored permission settings:

  • Teams is ideal for real-time project collaboration

  • SharePoint manages broader file libraries with permission control

  • OneDrive suits personal file management and ad-hoc sharing

Admin-level settings can restrict file sharing to internal users only or allow selective external sharing, depending on your security policy.

Teams & Webinar Features

Teams goes beyond meetings—it supports Teams Webinars integrated with Dynamics 365 Marketing, offering:

  • Registration forms

  • Attendance reporting

  • Polls and Q&A

  • Post-event engagement tracking

Also, with the right admin settings, Teams can record all calls—not just meetings, support guest users, and provide external chat via federation.


Pricing and Partner Discounts: Work Smart with Peritos Solutions

Working with an authorized partner like Peritos Solutions gives you access to:

  • Microsoft-backed discounted pricing

  • No markups—as a consulting-driven firm, our value lies in advisory, not resale

  • License cost audits and recommendations

  • Ongoing support with Teams settings, file-sharing controls, and security configurations

We help you:

  • Implement new licenses for migrations

  • Set up file and mail collaboration (SharePoint, OneDrive, Teams)

  • Conduct license audits to eliminate waste

“Our consulting model ensures you get license savings, not upselling. We transfer Microsoft discounts directly to clients while aligning best practices with your business workflows.”


Conclusion: Maximize Value with the Right Subscription Strategy

Your choice of Microsoft 365 plan should align with your workforce composition, compliance needs, and budget behavior.

  • Use monthly commitment for flexibility

  • Lock into annual commitment for savings

  • Combine both with a hybrid approach for maximum efficiency

  • Monitor usage and offboard users cleanly to avoid waste

  • Leverage Teams and file-sharing features for secure collaboration

Let Peritos Solutions help you assess your current usage, recommend a licensing mix, and implement best practices tailored to your business.

📧 Contact us at info@peritossolutions.com 
🔗 Explore more at www.peritossolutions.com

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    We are delighted to share that Peritos Solutions has been recognized as a ‘Winner’ under the “Globalisation Excellence” category for MSME Star Stories 2024, an initiative by the India SME Accelerator Network! 
    Read the official LinkedIn announcement here »

    This prestigious accolade celebrates the exceptional efforts and success stories of micro, small, and medium enterprises (MSMEs) that have demonstrated remarkable growth and innovation. Winning the “Globalisation Excellence” award is a testament to Peritos’ strategic focus on expanding its impact globally through cutting-edge IT consulting, enterprise solutions, and cross-border digital transformation initiatives.

    At Peritos, we have consistently aligned our services with international standards while retaining a customer-centric and culturally adaptive approach. This award reaffirms our commitment to:

    Driving global digital transformation projects with agility and precision
    Building cross-geography delivery capabilities across verticals
    Supporting startups and enterprises across the US, Canada, Australia, UAE, and beyond
    Scaling sustainable, cloud-based, and AI-powered solutions for real-world impact

    We thank our incredibly passionate team and supportive clients for being the driving force behind this achievement. Your trust and collaboration continue to inspire us to deliver excellence beyond borders.


    🔗 Related Recognition

    Earlier this year, Peritos Solutions was also honored with the
    🏆 “Healthcare Quality Pitch Competition” award at the NABH Quality Connect Competitions Fiesta 2024, highlighting our impact in healthcare innovation.
    👉 Read more about the NABH award here »

    🏆 Peritos Wins at NABH Quality Connect Fiesta 2024

    Peritos Solutions is thrilled to announce that we have been awarded the prestigious Healthcare Quality Pitch Award at the NABH Quality Connect Competitions Fiesta 2024, hosted by the National Accreditation Board for Hospitals & Healthcare Providers (NABH).

    This recognition marks a significant milestone in our journey toward advancing healthcare quality and innovation through digital transformation.

    🌐 About NABH Quality Connect Fiesta

    The NABH Quality Connect Competitions Fiesta is a national initiative dedicated to nurturing and spotlighting impactful ideas that elevate quality standards in India’s healthcare system. Held in 2024, this edition of the competition brought together healthcare providers, innovators, and solution partners who are passionate about making quality care safer, smarter, and more accessible.

    The Healthcare Quality Pitch Competition category specifically recognizes organizations that deliver actionable, high-impact ideas or solutions aimed at improving clinical quality, patient safety, organizational performance, and long-term healthcare outcomes.

    💡 Our Winning Concept

    Peritos’ award-winning pitch was centered on a tech-enabled quality improvement framework. 

    ✅ Key Highlights of Our Winning Pitch:

    Enhancing clinical care quality through predictive data models
    Streamlining compliance with real-time monitoring dashboards
    Improving operational efficiency and care delivery
    Enabling continuous improvement via digital audit tools

    Our solution focused on equipping hospitals with scalable tools that empower decision-makers, clinicians, and staff to collaborate in delivering safer and more efficient care.

    This achievement reflects our deep domain expertise in healthcare consulting and digital transformation, and our vision to be a strategic enabler of quality in healthcare systems nationwide.

    🙌 A Proud Moment for the Team

    This award is a result of the passion, innovation, and relentless effort of the Peritos team, who continue to push boundaries in solving real-world challenges. It’s an honor to be recognized among the best and brightest at a forum as impactful as NABH’s.

    We are incredibly grateful to NABH and the jury for acknowledging our commitment and for providing a platform to share ideas that can truly shape the future of healthcare in India.

    🔗 Check out the official announcement on LinkedIn:
    👉 https://www.linkedin.com/feed/update/urn:li:ugcPost:7241704132078665728

    Peritos is proud to announce our Director Ms. Vinita’s selection as a Finalist for the prestigious Technical Award at the Women in ICT Awards (WIICTA) 2025. This national recognition highlights our team’s unwavering commitment to engineering excellence, innovation, and the advancement of women in technology.

    Celebrating Technical Excellence and Visionary Leadership

    The Technical Award is one of the most distinguished honors presented at the Women in ICT Awards. It celebrates professionals with creativity, technical expertise, and strategic vision—those who challenge the status quo to transform the ICT sector.

    In line with the WIICTA announcement:

    “This award recognises a problem-solving candidate showing advanced technical and engineering expertise, exhibiting deep knowledge of products, solutions and services. This individual provides exceptional business value through specialised skills, training and competence, spanning technical, pre-sales and support roles.”

    Being shortlisted as a finalist recognizes the impact of our technical leaders in delivering cutting-edge solutions and shaping a purposeful, inclusive future in technology.

    New Zealand ICT Award Finalist

    Peritos: Driving Innovation with Purpose – ICT Awards

    At Peritos, we believe that true innovation stems from diverse perspectives and a culture of continuous learning. Our approach blends strong engineering capabilities with domain expertise to deliver sustainable solutions that solve real-world challenges.

    This WIICTA recognition affirms our belief that women in tech are redefining the industry. It highlights our team’s dedication and reinforces our mission to empower the next generation of female tech leaders.

    A Platform for Recognition and Progress – ICT Awards

    The Women in ICT Awards, hosted annually, are a vital platform celebrating the contributions of women across Australia’s ICT landscape. Through categories like Technical, Diversity, Rising Star, and Innovation, the awards spotlight individuals who are making a measurable impact in their fields and inspiring others to follow in their footsteps.

    Moreover, we also extend our sincere gratitude to the WIICTA team; not only for championing the voices of women in tech but also for consistently fostering visibility, equity, and opportunity across the sector. Furthermore, their ongoing efforts are vital in promoting inclusivity. In addition, we recognize and appreciate their dedication to driving meaningful change. Consequently, their work inspires others, and ultimately, it contributes significantly to transforming the industry. Therefore, we remain committed to supporting these initiatives, as they create lasting impact. Additionally, by collaborating with WIICTA, we strengthen our shared mission and reinforce the importance of diversity. Indeed, their leadership and advocacy continue to pave the way for future generations. Lastly, we are grateful for the platform they provide, which enables voices to be heard and progress to be made.

    Explore the Official Finalist List

    View the official announcement and meet the other trailblazing finalists in the Technical Award category:

    👉 Women in ICT Awards – Technical Award Finalists 2025


    Stay tuned for more updates as we move forward on this exciting journey!
    Together, let’s continue to lead with innovation, empower with purpose, and transform the future of ICT.

     

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    FAQ

    What does an Azure Consulting Partner do?

    An Azure Consulting Partner helps businesses design, build, migrate, and optimize applications and workloads on Microsoft Azure. We ensure secure, scalable, and compliant cloud solutions tailored to your business needs.

    We specialize in Azure DevOps, Virtual Machines, App Services, Azure SQL, AKS (Kubernetes), Azure Functions, Bicep/Terraform for IaC, Azure Monitor, Defender, and enterprise integration with Microsoft 365 and Dynamics.

    Yes, we offer end-to-end migration support including assessment, lift-and-shift, replatforming, database migration, and modernization of applications to Azure-native services.

    Yes, we design and implement CI/CD pipelines using Azure DevOps, GitHub Actions, and integrate with testing and monitoring tools for full DevSecOps automation.

    We’ve worked across public sector, healthcare, retail, real estate, financial services, and manufacturing—delivering compliance-focused and industry-tailored Azure deployments.

    Yes, we provide Azure managed services including proactive monitoring, patching, security compliance, backup & disaster recovery, and cost reporting.

    We implement Microsoft’s Cloud Adoption Framework and Well-Architected Framework, enforce RBAC, enable Defender for Cloud, Azure Policy, Key Vault, and secure networking practices.

    Yes, we perform Azure cost assessments, right-size workloads, and implement reserved instance strategies and hybrid benefits to cut down on expenses

    We help clients secure Microsoft-funded programs including assessments, proof of concepts, and migration support. Funding Summary: Azure Migration and Modernization Program (AMMP) – up to $100K+ for qualifying cloud migrations Azure Well-Architected Review Funding – up to $5K post-remediation support FastTrack for Azure / POC Funding – $5K–$25K for solution design or pilot deployments

    We begin with a no-obligation discovery call or Azure readiness assessment. We offer fixed-scope projects, monthly retainer models, and outcome-based engagements.

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      AWS Security Competency

      Strengthen Security and Build Trust with Peritos’ AWS Security Competency!

      Our AWS Security Competency offerings help enterprises protect digital assets, mitigate risks, and maintain compliance. We deliver end-to-end security solutions tailored to your needs—securing workloads, enhancing identity and access management, and automating threat detection and response. With deep AWS expertise, we empower organizations to strengthen their cloud security posture, safeguard sensitive data with scalable controls, meet global compliance standards, and ensure a resilient, future-ready cloud environment.

      AWS Security Competency Architecture Diagram

      INTEGRATION WITH AWS SECURITY SERVICES

      We integrate a broad range of AWS Security services—including AWS WAF, Shield, Secrets Manager, and IAM—with your existing cloud architecture. This enables secure deployment of applications while ensuring data protection, identity governance, and threat prevention from the ground up.

      MONITORING & COMPLIANCE MANAGEMENT

      Our solutions provide continuous security monitoring through Amazon CloudWatch, Config, and GuardDuty, offering real-time visibility and alerts. Combined with automated compliance checks and best practice frameworks, we help you maintain a secure and compliant cloud environment.

      ENHANCED PROTECTION & SCALABILITY

      We deploy scalable security frameworks leveraging AWS Lambda, VPC, and PrivateLink to isolate and protect workloads. This architecture ensures that as your applications scale, security scales with them—maintaining high availability, data confidentiality, and operational resilience

      AWS Competencies We Accomplished & Support

      With a precise attention on AWS and an exceptional level of cloud proficiency, we significantly benefit all AWS solutions. Our team of cloud aces guarantees that clients stay ahead in terms of advancement.

      Education

      Energy

      Financial Services

      Goverment

      Healthcare

      Retail

      Smart City

      Supply Chain

      Non Profit

      Public Safety & Disaster Response

      Manufacturing & Industrial

      Life Sciences

      Media & Entertainment

      Travel & Hospitablity

      Cloud Operations

      Containers

      Conversion API

      Data and Analytics

      Devops

      Digital Customer Experience

      Digital Workplace

      High Performance Computing

      IoT

      Level 1 MSSP

      Machine Learning

      Mainframe Modernization

      Migration

      Migration & Modernization

      Networking

      Security

      Storage

      Workload

      Oracle

      SaaS

      Goverment

      SAP

      Our Proven AWS Security Practices

      Core Strategies & Techniques Driving Secure Cloud Transformation

      Security Strategy & Planning

      Peritos develops tailored cloud security strategies using AWS services like IAM, Control Tower, and Organizations. Our approach aligns with your business goals to enable scalable, compliant, and secure multi-account AWS environments built for long-term resilience.

      Security Monitoring & Incident Management

      We provide 24/7 monitoring and automated incident response using AWS CloudWatch, X-Ray, and EventBridge. This ensures high availability, fast threat mitigation, and optimized performance of workloads across your cloud infrastructure.

      Compliance & Governance Enforcement

      Using AWS Config, Security Hub, and IAM policies, we establish continuous compliance monitoring and policy enforcement. Our framework helps organizations meet industry regulations while protecting sensitive workloads from security drift.

      Cost-Effective Security Operations

      Peritos leverages AWS Cost Explorer and Trusted Advisor to optimize cloud resource usage and security posture. We help minimize overprovisioning, reduce operational spend, and ensure financially efficient security implementations.

      DevSecOps Automation

      We integrate security into CI/CD pipelines using AWS CloudFormation, CodePipeline, and Systems Manager. This enables consistent, automated deployments with built-in compliance, empowering secure, agile cloud operations.

      Security Innovation & Custom Solutions

      We design and implement tailored security architectures using AWS KMS, Secrets Manager, and VPC. Our solutions address client-specific needs, ensuring scalable protection, zero-trust principles, and modern security enforcement.

      Why Choose AWS for Security with Peritos?

      HARDENED SECURITY ARCHITECTURE

      Peritos implements layered AWS security controls including WAF, Shield, and VPC configurations to protect against external threats. Our architecture enforces traffic filtering, endpoint isolation, and continuous threat detection to ensure secure deployment of workloads.

      AUTOMATED SECURITY OPERATIONS

      We integrate services like AWS CloudWatch, Config, and GuardDuty to automate security monitoring, threat alerts, and policy enforcement. This enables real-time visibility, fast remediation, and consistent compliance across your infrastructure without manual overhead.

      COST-AWARE SECURITY MANAGEMENT

      By using AWS Cost Explorer and Trusted Advisor, Peritos ensures your security posture remains strong without overprovisioning. We track usage trends, right-size protected resources, and maintain budget-friendly controls for scalable and efficient cloud security operations.

      IDENTITY & ACCESS GOVERNANCE

      We secure user access with AWS IAM, SSO, and Cognito, enforcing least-privilege principles and multi-factor authentication. Our structured identity policies ensure only authorized personnel interact with sensitive AI systems, maintaining tight control over data and operations.

      Why Choose Peritos as your AWS Security Operations Partner?

      *Certified AWS Partner with extensive experience in Security.

      *24/7 support and managed services tailored to business needs.

      *Proven expertise in automation, governance, and security.

      Start Your AWS Security Journey Today!

      Contact us to learn how our AWS Security Competency can transform your business operations. Let us help you achieve operational excellence in Security!

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      Testimonials

      Dr Akanksha Niranjan

      Director | Ekanshi Solutions

      "I am working with Ekanshi solutions as part of Medical Advisor. I am also reviewing the HMIS software and involved in the process of forms and formats development. Peritos solutions is very well versed with the conversion of ideas in HMIS development.."
      Dr Akanksha Niranjan Dr Akanksha Niranjan

      John Leeves

      Director | Tonkin + Taylor

      Peritos are very easy to work with and have excellent development skill. They were dedicated/committed to our project and provided great service.

      Matt Kardos

      Director | The Energy Collective

      We sought the services of Peritos Solutions to help with our Observability objectives. \nPeritos took the team through a phased process of uncovering exactly what we needed from observability. Through this discovery we can to understand that the solution that we thought we should be implementing didn\'t fully match our requirements. \nWithout the work from Peritos we would have implemented something not fit for purpose and we are now in a great place to re-evaluate our objectives and requirements and make a more informed decision. \nThe work Peritos performed was top notch and we look forward to more engagements with them.

      Client Success Stories

      App migration

      Ensure seamless operations with our ongoing maintenance and support services. We provide proactive monitoring, timely updates, and expert assistance to keep your systems optimized, secure, and running smoothly—empowering your business with uninterrupted performance.

      Core Features

      App maintenance and Support

      We provide comprehensive ongoing maintenance and support services to ensure your business and operations remains secure, optimized, and up to date. Our expert team offers proactive monitoring, timely updates, and continuous improvements to maximize performance and cost efficiency.

      Our team has the required level of experience and competence, to help you with these queries and many more. Get in touch with us now.

      Cutting-Edge Frontend Development Services

      Delivering Scalable, High-Performance & User-Centric Applications
      At Peritos, we specialize in frontend development that blends innovation with user-centric design. Our team crafts highly interactive, fast-loading, and scalable web applications that enhance user experience and business efficiency. Whether you need a dynamic single-page application, a complex SaaS solution, or seamless UI/UX improvements, our expertise ensures optimal performance and future-ready technology.

      Modern Web Application Development

      We build high-performance, feature-rich web applications using the latest frontend technologies like React.js, Angular, and Vue.js, ensuring seamless functionality and superior user engagement.

      API-Driven Frontend Solutions

      Our frontend seamlessly integrates with server-side APIs to provide smooth data interactions, ensuring high performance, reliability, and security.

      SaaS Frontend Development & Migration

      We design and migrate SaaS-based frontends that deliver scalability, responsiveness, and secure experiences, allowing businesses to operate efficiently in the cloud.

      Maintenance & Support

      We provide continuous monitoring, updates, and performance optimizations to ensure your frontend applications remain secure, up-to-date, and error-free.

      Responsive & Cross-Browser Web Development

      ur frontend solutions adapt to all screen sizes and work flawlessly across browsers, ensuring an optimal user experience for every device.

      Intuitive UI/UX Design

      We craft aesthetically pleasing, highly intuitive, and accessible interfaces that maximize user engagement and create a seamless customer journey.

      Partner Network

      Pro Contracts

      Fareye

      Uknova

      Alphadot

      Fortinet

      Sophos

      Technologies and Tools

      Ensure the stability, security, and continuous improvement of your business operations with our expert maintenance and support services. We provide:

      No Long-Term Lock-ins

      Monthly Retainer

      24x7 Support

      Proactive Maintenance

      These are just a few of our successful clients

      UXE

      Agent Analytics

      CS land traders

      Department of Transport and Main roads

      Content Monarchy

      Social media Butterfly

      Why Peritos App migration Services

      Expertise

      We are at an elevated Tier Consulting with leadng cloud providers with expertise in cloud migration, deployment, implementation and support. We leverage upon advanced cloud technology and the latest frameworks for managing, monitoring, and optimizing cloud ROI.

      Certified cloud engineers

      We have a team of Cloud engineers with advanced certifications. Our experts provide 24/7 technology support for continuous performance, monitoring and optimum cloud resource utilization.

      Zero downtime

      We help with testing, deployment, backups, automated build integration, and recovery for zero downtime experience in your operations.

      Security and compliance

      We ensure enterprise-level security and compliance in cloud architecture so your business is guaranteed against any data leaks and you can continue to focus on your core businesses.

      Cost-effective

      Our Cloud Consulting Services simplify processes and work-flows and help cut-down costs drastically. With our consulting services, you no longer need to worry about on-premise servers or IT infrastructure.

      Customized Frontend Development Solutions

      Scalable, High-Performance, and Engaging Web Experiences
      At Peritos, we offer tailored frontend development solutions to help businesses achieve seamless, interactive, and scalable web applications. Whether you need expert developers to expand your team, a dedicated development unit, or complete frontend outsourcing, we ensure cutting-edge technology and high-quality results.

      Frontend Staff Augmentation

      Enhance your team with our skilled React, Angular, and Vue.js developers, seamlessly integrating into your projects. Our experts bring deep technical expertise to boost productivity, accelerate development, and ensure optimal performance while aligning with your existing workflows.

      Dedicated Frontend Development Teams

      Build a dedicated frontend development team tailored to your project requirements. We provide experienced developers, designers, and UI/UX specialists to ensure collaborative execution and efficient delivery of dynamic, responsive, and user-friendly applications.

      Full-Scale Frontend Outsourcing

      Outsource your entire frontend development to Peritos for cost-effective and high-quality solutions. Our end-to-end services allow you to focus on core business activities while we handle the technical complexities, including performance optimization, responsive design, and seamless API integrations.

      Know More About Our Service Offerings

      Testimonial

      Dr Akanksha Niranjan

      Director | Ekanshi Solutions

      "I am working with Ekanshi solutions as part of Medical Advisor. I am also reviewing the HMIS software and involved in the process of forms and formats development. Peritos solutions is very well versed with the conversion of ideas in HMIS development.."
      Dr Akanksha Niranjan Dr Akanksha Niranjan

      John Leeves

      Director | Tonkin + Taylor

      Peritos are very easy to work with and have excellent development skill. They were dedicated/committed to our project and provided great service.

      Matt Kardos

      Director | The Energy Collective

      We sought the services of Peritos Solutions to help with our Observability objectives. \nPeritos took the team through a phased process of uncovering exactly what we needed from observability. Through this discovery we can to understand that the solution that we thought we should be implementing didn\'t fully match our requirements. \nWithout the work from Peritos we would have implemented something not fit for purpose and we are now in a great place to re-evaluate our objectives and requirements and make a more informed decision. \nThe work Peritos performed was top notch and we look forward to more engagements with them.

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      FAQ

      What types of support plans do you offer?

      We offer flexible support options, including monthly retainers, on-demand support, and 24x7 monitoring services. Our plans are scalable to fit your business needs, whether you require continuous maintenance or occasional troubleshooting.

      We follow a proactive approach to maintenance, including scheduled updates, real-time monitoring, and automated alerts to detect issues before they escalate. Our team implements updates and fixes with minimal disruption to ensure seamless business continuity.

      Our support services include regular security audits, vulnerability assessments, patch management, and compliance checks to protect your systems against threats. We also provide incident response and data protection measures to ensure robust security and regulatory compliance.

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      Event & Business Prospecting Contact Policy

      Purpose

      This policy outlines guidelines for contacting individuals or organizations regarding participation in an event and potential business collaboration, including prospecting, sales outreach, and follow-up conversations.

      Scope

      This policy applies to all employees, contractors, or partners involved in event communication, lead generation, sales prospecting, or partnership outreach on behalf of [Your Organization/Event Name].

      By registering for and/or attending the event, participants agree to be contacted by Peritos Solutions and its authorized representatives for:

        1. Post-event communication and feedback

        2. Relevant product or service offerings

        3. Business opportunity discussions and prospecting follow-ups


      1. Contact Authorization

      • Only authorized personnel may initiate outreach for events and business discussions.

      • All outreach messaging and sequences must be pre-approved by the sales/marketing team or communications lead.


      2. Contact Approach & Consent

      • Communication must comply with applicable laws (e.g., GDPR, CAN-SPAM, Privacy Act).

      • Outreach will be made to:

        • Individuals who have shown interest or engaged with the event/business.

        • Prospective leads gathered through referrals, public listings, or business directories.

        • Contacts who have opted in to receive updates or have a legitimate business interest.


      3. Communication Framework

      • Initial Contact: A professional message introducing the event or business opportunity and seeking interest for a further conversation.

      • Follow-Up Sequence:

        • Maximum of 3 follow-up attempts (via email, call, or LinkedIn) if no response is received.

        • Follow-ups will be spaced out reasonably (e.g., 3–5 business days apart).

        • If no engagement after three attempts, the contact will be marked as “no further outreach” unless re-engagement occurs.


      4. Meeting and Appointment Setting

      • If mutual interest is established, the team may:

        • Book a discovery call to understand the contact’s business needs or event interest.

        • Schedule further meetings or demos as needed, with full transparency of agenda and purpose.

        • Use calendaring tools (e.g., Calendly, Microsoft Bookings) to simplify scheduling.


      5. Communication Channels

      • Outreach may occur through:

        • Business email

        • Phone (during standard business hours)

        • LinkedIn or other professional platforms

        • SMS (only if opted in or previously connected)


      6. Conduct and Content

      • Messaging must be clear, respectful, and non-intrusive.

      • All outreach should include:

        • Purpose of contact

        • How the contact was identified

        • Opt-out or unsubscribe option (for email)

        • Contact details for queries


      7. Record Keeping

      • Maintain records of:

        • All communications sent

        • Responses or meeting notes

        • Consent where applicable

      AWS API Gateway Consulting and Offering

      Enhance your business efficiency and agility with the Persistent AWS API Gateway Competency!

      Peritos, recognized as an AWS API Gateway Competency Partner, demonstrates exceptional expertise in leveraging AWS services to design, develop, and deploy robust API solutions. Our proficiency in architecting scalable and secure API frameworks empowers businesses to manage and streamline their digital ecosystems efficiently. Our expertise in AWS technologies enables us to provide customized API solutions that optimize performance, increase flexibility, and drive innovation for our clients.

      Integration With AWS Services

      AWS API Gateway seamlessly integrates with other AWS services like Lambda, EC2 & any other AWS service

      Monitoring & Security

      detailed monitoring through Amazon CloudWatch, as well as built-in security features

      Caching

      reduces the number of calls made to the backend, improving response times and decreasing latency by temporarily storing the output of API calls.

      AWS Competencies We Accomplished & Support

      With a precise attention on AWS and an exceptional level of cloud proficiency, we significantly benefit all AWS solutions. Our team of cloud aces guarantees that clients stay ahead in terms of advancement.

      Education

      Energy

      Financial Services

      Goverment

      Healthcare

      Retail

      Smart City

      Supply Chain

      Non Profit

      Public Safety & Disaster Response

      Manufacturing & Industrial

      Life Sciences

      Media & Entertainment

      Travel & Hospitablity

      Cloud Operations

      Containers

      Conversion API

      Data and Analytics

      Devops

      Digital Customer Experience

      Digital Workplace

      High Performance Computing

      IoT

      Level 1 MSSP

      Machine Learning

      Mainframe Modernization

      Migration

      Migration & Modernization

      Networking

      Security

      Storage

      Workload

      Oracle

      SaaS

      Goverment

      SAP

      How We Practice AWS Cloud Operations

      Best Strategies & Techniques

      API Design & Development

      • Iterative Design Process: Begin with a lean API design, allowing for iterative improvements based on user feedback and evolving requirements. 
      • Version Control: Implement API versioning strategies to manage changes and maintain compatibility with existing client applications. 

      Security & Authorization

      • Defense in Depth: Apply multiple layers of security, including AWS WAF to filter harmful traffic and AWS Shield for DDoS protection. 
      • Identity Management: Utilize AWS IAM for fine-grained access control and Amazon Cognito for user authentication and authorization flows. #ECE7E7

      Performance Optimization

      • Caching Mechanisms: Leverage Amazon API Gateway caching to improve response times and reduce the load on backend services. 
      • Throttling Policies: Enforce throttling to maintain performance stability and prevent API abuse. 

      Monitoring & Maintenance

      • Real-Time Monitoring: Use Amazon CloudWatch and AWS X-Ray for real-time monitoring of API performance and error tracking. 
      • Automated Testing: Implement automated tests within CI/CD pipelines to ensure API reliability and quick detection of regressions. 

      Scalability & Reliability

      • Load Balancing: Integrate with Elastic Load Balancing (ELB) to distribute traffic across multiple instances and availability zones. 
      • Deployment Strategies: Employ blue/green or canary deployment techniques to reduce risks during updates and enable rapid rollback if needed. 

      Integration & Deployment

      • Microservices Architecture: Adopt a microservices approach to decompose complex applications into manageable services that can be developed, deployed, and scaled independently. 
      • Infrastructure as Code (IaC): Use AWS CloudFormation or Terraform to define and deploy infrastructure, ensuring consistent and reproducible environments. 

      Compliance & Governance

      • Regulatory Compliance: Ensure APIs comply with relevant industry standards and regulations, such as GDPR, HIPAA, and PCI-DSS. 
      • Audit Trails: Maintain comprehensive audit trails using AWS CloudTrail for governance, compliance, and operational auditing. 

      Developer Experience

      • SDK Generation: Utilize AWS API Gateway’s SDK generation capabilities to provide developers with client libraries in multiple languages. 
      • Developer Portals: Create custom developer portals to enable self-service discovery, registration, and documentation of APIs. 

      Why choose AWS for API Gateway ?

      Scalability

      With AWS API Gateway, you can effortlessly scale your APIs to handle thousands of requests per second without any additional configuration, ensuring performance under any load.

      Managed Services

      AWS API Gateway offers a fully managed service that handles all aspects of API management, including traffic management, authorization and access control, monitoring, and API version management.

      Cost-Effectiveness

      Pay only for the API calls you receive and the amount of data transferred out, allowing for a cost-effective API solution without any upfront investment or minimum fees.

      Security

      AWS API Gateway provides built-in mechanisms such as AWS WAF integration, identity management with AWS IAM, and Amazon Cognito for authentication, offering robust security to safeguard your APIs.

      Read what our clients say about us !

      Learn more about AWS with Us!

      Ready to get started? Let our experts accelerate your journey to the cloud.

      Testimonials

      Dr Akanksha Niranjan

      Director | Ekanshi Solutions

      "I am working with Ekanshi solutions as part of Medical Advisor. I am also reviewing the HMIS software and involved in the process of forms and formats development. Peritos solutions is very well versed with the conversion of ideas in HMIS development.."
      Dr Akanksha Niranjan Dr Akanksha Niranjan

      John Leeves

      Director | Tonkin + Taylor

      Peritos are very easy to work with and have excellent development skill. They were dedicated/committed to our project and provided great service.

      Matt Kardos

      Director | The Energy Collective

      We sought the services of Peritos Solutions to help with our Observability objectives. \nPeritos took the team through a phased process of uncovering exactly what we needed from observability. Through this discovery we can to understand that the solution that we thought we should be implementing didn\'t fully match our requirements. \nWithout the work from Peritos we would have implemented something not fit for purpose and we are now in a great place to re-evaluate our objectives and requirements and make a more informed decision. \nThe work Peritos performed was top notch and we look forward to more engagements with them.

      Business Central State Field

      Business Central State Field

      This blog talks about the issues that you face while using Business Central State fields as it does not restrict from entering any state.

      Business Central State Field

      Introduction- Business Central State Field

      When using Business Central for creating customers and vendors fields, certain issue might arise which may include the system not restricting from entering any state. For some countries like US the Tax collection happens state wise so allowing the system user to manually enter any value will cause a problem in your month end reporting system.

      Look below at the issue being reported by the client on the base functionality. Read further to know about the solution.

      Here is the list of business central state field being added by the customer which caused the issue in: Sales Tax Reporting State wise.

      Calendar Description automatically generated with low confidence

      • The state field can be updated to any value and it is not part of the master table.
      • So the user can pretty much get away with entering any values as you see below. 
      • You can enter test, even though it does not appear in the ZipCode pop up.

      Table Description automatically generated with medium confidence

      These Business Central State Fields can be a problem area for different records here:

      1. Customer card
      2. Vendor card
      3. Sales Order, Sales invoice , Credit memo
      4. Purchase order, Credit memo and Purchase invoice

      To fix this issue as a workaround, we created a manual upload via configuration package.

      For the posted Sales Invoice, you cannot change anything that has been done already. (We can do it from the backend though, but it would be a separate topic of discussion).

      Check the Sales Invoice header table which is the table for storing all posted Sales Invoice.

      • Run a configuration package for sales order table which is Table no.36 and allow the user to upload the correct data for the state and then apply the package for it.

      The limitation of this process is that it could only be applied to sales order header table and not to the posted sales invoice table, if the user has already posted it with an incorrect state value.

      Conclusion- Business Central State Field

      Always ensure the user is aware that state field cannot have random value and they should be creating a order with the right data and reviewing it before posting the transaction. This is more of a user training issue as this is how the standard system works.

      We also added the ship to field in the list column as well so its easier to take the excel output from Business Central as seen below.

      Currently, this shows for posted Sales Invoice but the same can be done for Sales Order and other screens too.

      Graphical user interface Description automatically generated

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