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Barrowby Insurance LLP

BAR509ActiveTime and materials

barrowbyinsurance.co.uk · Insurance · Account manager Dan Okafor

Microsoft 365Partial4 weeks agoSupport & assets (SQL)Healthy9 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. Finding raised: 1 contract up for renewal within 90 daysAlerts
    Support · information · CON-RENEWAL-DUE
    24 Aug 2026
  2. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    19 Aug 2026
  3. Pipeline: Multi-site VPN and SD-WAN review — OrderedOpportunities
    Owner Ben King. Order received. Next with Engineer.
    07 Aug 2026
  4. Pipeline: Network switch and cabling upgrade — With CustomerOpportunities
    Owner Barry Rankin. Quote sent. Next with Customer.
    29 Jul 2026
  5. Microsoft 365 sync partialSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    28 Jul 2026
  6. 3 users added this monthUsers
    User count moved from 27 to 30.
    28 Jul 2026
  7. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    10 Jul 2026
  8. Finding raised: 10 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    05 Jul 2026
  9. Finding raised: 18 machines supported on a time and materials basisAlerts
    Support · information · CON-NO-MANAGED
    21 Jun 2026
  10. Finding raised: 1 device running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    21 May 2026
  11. Removed 3 licencesLicensing
    Purchased total 43 → 40.
    17 May 2026
  12. 4 users added this monthUsers
    User count moved from 23 to 27.
    28 Feb 2026
  13. Licensing Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    28 Jan 2026
  14. Executive Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    24 Jan 2026
  15. Added 7 licencesLicensing
    Purchased total 36 → 43.
    11 Jan 2026
  16. Technical Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    09 Jan 2026

Events in view

16 of 26 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.