O365 Discounted Licensing for Tax Professional NZ Company
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.
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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.Â
Scope & Requirement for O365 Discounted Licensing
Below are some of the scope itemsÂ
- Â Changing the Microsoft subscription to avail partner discount for licensesÂ
- Assist the Best Practices for Microsoft License Management
- Recommend a saving plan
- Understand the best O365 discounted licensing needed for the companyÂ
- Handover and questions
Implementation
Technology and Architecture
TechnologyÂ
Microsoft O365 LicensesÂ
Integrations
- NAÂ
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 licenseÂ
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Scalability
This was not in scopeÂ
Cost OptimizationÂ
Explained to the client how the cost could be saved for monthly and Annual commitment ordersÂ
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 O365Â
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
- Â 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.Â
Project Completion
Duration
Aug 2022 ~ 2 working daysÂ
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.Â
- 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 visibilityÂ
Testimonial
Awaited
Next Phase
We are also in discussion with other projects for the client
1. Marketing
2. Website ManagementÂ