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Ashdown Financial LLP

ASH512ActiveProject only

ashdownfinancial.co.uk · Financial services · Account manager Dan Okafor

Microsoft 365Stale4 weeks agoSupport & assets (SQL)Healthy4 hr ago

01 Jan 202625 Aug 2026 · month buckets · applies to every section

Customer timeline

Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.

  1. Pipeline: Business Premium licence uplift — With CustomerOpportunities
    Owner Alex Vokes. Awaiting third party. Next with Customer.
    09 Aug 2026
  2. Finding raised: 45 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    04 Aug 2026
  3. Microsoft 365 sync failedSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    31 Jul 2026
  4. 3 users added this monthUsers
    User count moved from 66 to 69.
    28 Jul 2026
  5. Pipeline: Sophos firewall + managed AV renewal — DCS Action RequiredOpportunities
    Owner Barry Rankin. Order received. Next with DCS.
    26 Jul 2026
  6. Finding raised: 30 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    26 Jul 2026
  7. Executive Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    04 Jul 2026
  8. 3 users added this monthUsers
    User count moved from 62 to 65.
    28 Jun 2026
  9. Executive Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    20 Jun 2026
  10. Finding raised: 4 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    20 Jun 2026
  11. Finding raised: 23 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    19 Jun 2026
  12. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jun 2026
  13. Finding raised: MFA registration at 64% of enabled usersAlerts
    Identity security · warning · SEC-MFA-COVERAGE
    08 Jun 2026
  14. Finding raised: 1 device running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    02 Jun 2026
  15. 2 users removed this monthUsers
    User count moved from 64 to 62.
    28 May 2026
  16. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  17. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    06 May 2026
  18. 7 users removed this monthUsers
    User count moved from 72 to 65.
    28 Mar 2026
  19. Added 8 licencesLicensing
    Purchased total 88 → 96.
    15 Mar 2026
  20. 3 users removed this monthUsers
    User count moved from 76 to 73.
    28 Feb 2026
  21. Technical Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    18 Feb 2026
  22. Technical Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    14 Feb 2026
  23. 3 users removed this monthUsers
    User count moved from 80 to 77.
    28 Jan 2026

Events in view

23 of 40 recorded events

iHow the timeline is builtShow
Routine movement is aggregated rather than listed one event at a time — “12 users added this month” instead of twelve separate cards. Sync milestones, licence changes, equipment, findings, opportunities and generated packs all feed the same list.