Executive Summary
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.
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.
Project Completion
Duration
Dec 2022 – 1 day
Deliverables
- O365 Mailbox Web and Mobile Version
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office Apps
- Upfront Annual committment plan for 20+ users for standard Microsoft subscription costing 18.6 NZD per month per user. As a partner we added our 10% discount and saved a monthly 37.4 NZD and approx 446 NZD per year.
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.
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client
- Ongoing support related to O365 setup
- User Management
- Ongoing Discounted Licensing
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Ultimation Industries is a conveyor manufacturer for industrial conveyor systems. They are the leading manufacturers of the same past 30 years. They offer a range of conveyor systems and parts.
https://www.ultimationinc.com/
Location: Michigan, USA
Project Background- Dynamics Discounted Licensing
Ultimation Industries collaborated with Peritos for their Dynamics discounted licensing pricing as Peritos is an authorized partner. We presented the Quote which got the client interested to choose our services and support for managing their licensing. So, we became the client’s authorized partner.
Scope & Requirement for Dynamics Discounted Licensing
Below are some of the scope items
- We implemented the Business Central system with which we also offered them the licensing support.
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- 1 month Free Trial and extended 2 Month trial as a partner
- Understand the best licensing needed for the company
- Handover and questions
Implementation
Technology and Architecture
Technology
- MIcrosoft Dynamics Essentials License
- Team Member License
Integrations
- NA
Security:
- Comes with MIcrosoft Standard Support and Security Cover
Backup and Recovery
- Microsoft Production Support
- 1 Live Environment and 2 Sandbox Environment with Multiple companies that can be created
Scalability
As applicable with the standard Service
Cost Optimization
Explained to the client how the cost could be saved for monthly and Annual commitment orders
Mixed License for Team Member and Dynamics Essential Licensing Support
Code Management, Deployment
Deployment for the new licenses was done via Peritos as an authorized provider
Go Live
After confirmation from the client the Licenses were procured and was live in 2 working days time.
Challenges of Dynamics Discounted Licensing
- To understand the specific license requirement and map to business Central essential and Teams license
- Sync Business Central License with O365 Tenant to sync the user access via Active Directory.
- Review the License each month and send a monthly report with the current License assigned vs Activity dates.
Project Completion
Duration
Oct 2021 ~ 2 working days
Deliverables
- Dynamics License Business Central Essential and Teams License added to the client admin center
- 30+ License for Essential and Teams combination costing 70$ and 8$ respectively . Peritos Discount was applied for 10% with approx saving of 215$ per month and a total of 2500$+ each year ongoing.
Support for Dynamics Discounted Licensing
- For all Licenses we implement we provide month end 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
- Managing user access and setting up each time a new user joins or leaves the organization within a few hrs to max in a day of the request being raised.
Testimonial
Awaited
Next Phase
We are also working with clients on other projects
1. Support for Dynamics system
2. Helping with Integration of Business Central with Ecommerce online Stores Amazon, WooCommerce etc.
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
Global Finance is a smart mortgage firm in Auckland since 1999. They have won a bunch of awards like:
- ANZ: Top Mortgage Adviser of the Year (2012-2018)
- ASB: No.1 Mortgage Broker of the Year (2014, 2015, 2016)
- Westpac Auckland Business Award (2014-2016 & 2019)
- AIA Insurance: Top Insurance Advisor of the Year (2008-2019)
https://www.globalfinance.co.nz/
Location: Auckland, New Zealand
Project Background- Dynamics Discounted Licensing
Peritos and Global Finance got together for Dynamics customization project. Client was also keen to explore how they could save cost via discounted licensing. We presented the Quote which got the client interested to choose our services and support for managing their licensing. So, we became the client’s authorized Microsoft partner.
Scope & Requirement for Dynamics 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 different Types of Dynamics and Power App plan
- Provide recommendations and Ongoing discounted price after final discussion.
- Handover and questions
Implementation
Technology and Architecture
Technology
Microsoft Dynamics Licenses
- Power Apps per User Plan
- Power App per App plan
Integrations
- NA
Security:
- Recommended the right License needed based on client’s requirement for standard Security cover.
Backup and Recovery
Standard MIcrosoft Cover
Scalability
This was not in scope
Cost Optimization
- Explained to the client how the cost could be saved for monthly and Annual commitment orders
- How a combination of Mixed license strategy would be best suited
Code Management, Deployment
New Licenses procured can be seen in the Admin center
Go Live
After confirmation from the client the Licenses can be migrated within 1 week of time and with no downtime
Challenges of Dynamics Discounted Licensing
- We migrated the license from an existing provider to Peritos Solutions which took a bit of time as it needs to be approved by the previous partner as well as client on the admin portal
- We also reviewed the existing license and took over the Azure licensing part as well to support client manage all the systems more effectively.
Project Completion
Duration
July 2022 ~ 1 week
Deliverables
- Below licenses were being used by the client Dynamics License, Power App License, Power App per use License , Power App per app license , dataverse and storage
- The Dynamics along with Power app , dataverse and storage costs client a license fee of approx 1000$ a month and with 15% discount they are able to save 150$ a month and approx 1800$ a year by working with peritos as a partner.
Support for Dynamics 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
- We also review the license, storage and Azure Costing and advise on how to best save cost with a further set of our recommendation that can be implemented per quarter.
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client
1. Dynamics CRM system Support
2. O365 License Management
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
About Client
DrinkSpy is an e-commerce website that sells liquor from different companies. It offers the best deals to its customers and allows them to compare prices and choose from a range of products.
https://drinkspy.co.nz/
Location: Auckland, New Zealand
Project Background- O365 Discounted Licensing
Peritos got in touch with the client and presented a quote for the 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 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 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.
Project Completion
Duration
Jan 2021 ~ 2 working days
Deliverables
- O365 Mailbox Web and Mobile Version
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office Apps
- Upfront Annual committment plan for 3 users for standard Microsoft subscription costing 18.6 NZD per month per user. As a partner we added our 20% discount and saved a monthly 11.4 NZD and approx 136 NZD per year.
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
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client
1. Managing Reporting and Backend for the website
2. Managing Website
If You Are Looking For Similar Services?
Please Get In Touch
Executive Summary
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.
Project Completion
Duration
Jan 2022 ~ 2 working days
Deliverables
- O365 Mailbox Web and Mobile Version
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office Apps
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
- Upfront Annual committment plan for 5 users cost they saving of 20% ~20$ a month and approx 226.8 NZD per year.
Testimonial
Awaited
Next Phase
We are already working with client for
1. Website Management
2. Managing Marketing for Adwords
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
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
Project Completion
Duration
Aug 2022 ~ 2 working days
Deliverables
- O365 License Management
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office App
- 50+ standard licenses costing 18.9 NZD per month and saved client 94.5$ per month a total of 1134$ a year ongoing each year.
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
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client for
1. Microsoft Dynamics Support
2. Infrastructure Support
If You Are Looking For Similar Services? Please Get In Touch
Executive Summary
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.
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.
Project Completion
Duration
Aug 2022 ~ 2 working days
Deliverables
- 20 O365 Mailbox standard licenses Web and Mobile Version
- Mixed License approach Business standard, Business basic and Business Premium
- Web and Mobile version of office Apps
- 20 standard licenses were migrated costs 18.9 NZD per month and saved client 37$ per month a total of 453$ a year.
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
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client
1. Marketing
2. Website Management
