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:
Revoke or delete user licenses via Admin Center
Transfer emails to a shared mailbox (this can be automated during deletion)
Set automatic replies for both internal and external messages
Assign mailbox access to another user or team
Remove aliases and disable sign-in to prevent unauthorized access
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.
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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.
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.
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:
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.
Azure Cloud Consulting Services
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Azure Cloud Consulting Services | Power up Your Business With Azure Platform
Peritos offers Azure Cloud Consulting Services backed by a pool of certified Microsoft Azure architects. We examine and analyze your business' existing architecture and help you cut down on your Azure migration and development efforts, while optimizing your Azure infrastructure.
Get in touch with us if you are looking:
For fully managed and scalable Azure Cloud solutions
To decrease costs through optimization of Microsoft Azure Stack
To leverage on-premise integration or hybrid solution
To automate resource utilization and select Azure services to reduce cloud consumption costs
We have helped organization of all sizes and across all industries in managing their business in a better way
Talk to us and know more about what we can do for you!
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
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
Boost innovation and accelerate growth with Peritos Solutions’ AWS Generative AI Competency! Our specialized services empower organizations to leverage advanced generative AI capabilities, driving creativity, efficiency, and competitive advantage using AWS best practices. Our AWS Generative AI Competency enables businesses to rapidly deploy powerful AI solutions, enhancing productivity and automating complex
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.
What Azure services do you specialize in?
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.
Do you provide Azure migration services?
Yes, we offer end-to-end migration support including assessment, lift-and-shift, replatforming, database migration, and modernization of applications to Azure-native services.
Do you implement Azure DevOps pipelines and automation?
Yes, we design and implement CI/CD pipelines using Azure DevOps, GitHub Actions, and integrate with testing and monitoring tools for full DevSecOps automation.
What industries do you serve with Azure solutions?
We’ve worked across public sector, healthcare, retail, real estate, financial services, and manufacturing—delivering compliance-focused and industry-tailored Azure deployments.
Do you offer managed services for Azure?
Yes, we provide Azure managed services including proactive monitoring, patching, security compliance, backup & disaster recovery, and cost reporting.
How do you ensure cloud security and best practices?
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.
Can you help reduce our Azure costs?
Yes, we perform Azure cost assessments, right-size workloads, and implement reserved instance strategies and hybrid benefits to cut down on expenses
What kind of Azure funding do you provide or support?
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
How do you engage with clients?
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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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.
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.
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.
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 Security Competency Implementation high level plan
An overview of AWS Security services we offer and Indicated Timelines
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.
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.
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.
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.
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.
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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"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
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.
Thank you for the quality of service provided by Peritos Solutions. We sincerely appreciate the efficiency, level of detail, accountability, and responsiveness you have demonstrated on our project.
Peritos is a team of highly skilled developers, technical experts, and delivery managers. We’ve been very impressed with their commitment, their developers and delivery manager have conducted themselves with professionalism and diligence at all times, and the quality of the work they have performed has been excellent. Many times, they proposed better solutions which resulted in better and faster product. Peritos is a reliable AWS Partner, you can trust and be satisfied.
Peritos have been have been very supportive of our business venture over the last 2-3 years. They have showing a willingness to invest their time in learning new technologies, which has helped us progress our application to where it is today. We look forward to continuing to work with them moving forward.
Excellent support, Quick Response, Excellent Technical skills, and delivery of the work.
Peritos team is easy to work with, and they quickly completed our requirement analysis and gathering phase.
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.
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.
Want to maximize the value of your IT investments?
Need to align IT strategy with your business strategy?
Looking to map application dependencies?
Need to scale your development capacity up and down easily?
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.
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.
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.
We design and migrate SaaS-based frontends that deliver scalability, responsiveness, and secure experiences, allowing businesses to operate efficiently in the cloud.
We provide continuous monitoring, updates, and performance optimizations to ensure your frontend applications remain secure, up-to-date, and error-free.
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.
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.
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.
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.
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.
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.
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
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.
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.
How do you ensure minimal downtime during maintenance?
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.
What security measures are included in your maintenance services?
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:
Post-event communication and feedback
Relevant product or service offerings
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.
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.
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.
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.
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.
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.
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Thank you for the quality of service provided by Peritos Solutions. We sincerely appreciate the efficiency, level of detail, accountability, and responsiveness you have demonstrated on our project.
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This blog talks about the issues that you face while using Business Central State fields as it does not restrict from entering any state.
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.
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.
These Business Central State Fields can be a problem area for different records here:
Customer card
Vendor card
Sales Order, Sales invoice , Credit memo
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.