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.

 

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 

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