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Northgate Financial Group

NOR501ActiveManaged contract

northgatefinancial.co.uk · Financial services · Account manager Dan Okafor · Northgate Holdings (head office of 3)

Microsoft 365Healthy4 hr agoSupport & assets (SQL)Partial12 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. Microsoft 365 sync successSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    25 Aug 2026
  2. Pipeline: Network switch and cabling upgrade — Meeting OrganisedOpportunities
    Owner Ben King. Order received. Next with Third Party.
    21 Aug 2026
  3. 2 users added this monthUsers
    User count moved from 31 to 33.
    28 Jul 2026
  4. Finding raised: 2 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    12 Jul 2026
  5. Finding raised: 8 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    24 Jun 2026
  6. Finding raised: MFA registration at 77% of enabled usersAlerts
    Identity security · warning · SEC-MFA-COVERAGE
    12 Jun 2026
  7. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    05 Jun 2026
  8. Finding raised: 2 contracts up for renewal within 90 daysAlerts
    Support · information · CON-RENEWAL-DUE
    03 Jun 2026
  9. Finding raised: 17 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    29 May 2026
  10. Support Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    24 May 2026
  11. Technical Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    19 May 2026
  12. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  13. Executive Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    09 May 2026
  14. 2 users added this monthUsers
    User count moved from 29 to 31.
    28 Mar 2026
  15. Executive Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    28 Feb 2026
  16. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    26 Feb 2026
  17. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Feb 2026
  18. 2 users added this monthUsers
    User count moved from 30 to 32.
    28 Jan 2026

Events in view

18 of 27 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.