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Bramhope Financial Solutions

BRA403ActiveTime and materials

bramhopefinancial.co.uk · Financial services · Account manager Ellie Marsh

Microsoft 365Partial4 weeks agoSupport & assets (SQL)Healthy7 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: Meeting room AV + Teams Rooms rollout — With CustomerOpportunities
    Owner Ben King. Meeting completed. Next with Customer.
    20 Aug 2026
  2. Technical Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    13 Aug 2026
  3. Pipeline: Business Premium licence uplift — With CustomerOpportunities
    Owner Rob Hall. Call made. Next with Customer.
    31 Jul 2026
  4. Finding raised: Endpoint protection is not on a DCS contractAlerts
    Security validation · warning · CON-NO-ENDPOINT-PROTECTION
    31 Jul 2026
  5. Microsoft 365 sync partialSync
    Datasets: users, licences, usage reports. Auth mode delegated-fallback.
    29 Jul 2026
  6. Finding raised: 1 contract up for renewal within 90 daysAlerts
    Support · information · CON-RENEWAL-DUE
    24 Jul 2026
  7. Finding raised: 21 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    19 Jul 2026
  8. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    03 Jul 2026
  9. Finding raised: 15 machines supported on a time and materials basisAlerts
    Support · information · CON-NO-MANAGED
    27 May 2026
  10. Finding raised: MFA registration at 83% of enabled usersAlerts
    Identity security · warning · SEC-MFA-COVERAGE
    25 May 2026
  11. Support Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    07 May 2026
  12. 3 users added this monthUsers
    User count moved from 30 to 33.
    28 Mar 2026
  13. Support Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    28 Feb 2026
  14. Support Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    28 Feb 2026
  15. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    26 Feb 2026
  16. Executive Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    04 Feb 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.