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Quernmore Financial Services

QUE238ActiveManaged contract

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

Microsoft 365Healthy9 hr agoSupport & assets (SQL)Healthy6 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: VoIP telephony migration - 40 handsets — With CustomerOpportunities
    Owner Rob Hall. Meeting booked. Next with Customer.
    23 Aug 2026
  3. Finding raised: 16 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    22 Aug 2026
  4. Finding raised: 8 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    13 Aug 2026
  5. Licensing Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    29 Jul 2026
  6. 7 users added this monthUsers
    User count moved from 42 to 49.
    28 Jul 2026
  7. Pipeline: Managed IT support contract (24 users) — Meeting OrganisedOpportunities
    Owner Alex Vokes. Quote prepared. Next with Account Manager.
    24 Jul 2026
  8. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    18 Jul 2026
  9. Finding raised: 8 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    02 Jul 2026
  10. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    28 Jun 2026
  11. Added 4 licencesLicensing
    Purchased total 62 → 66.
    07 Jun 2026
  12. Support Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    05 Jun 2026
  13. Finding raised: 2 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    04 Jun 2026
  14. Finding raised: 9 in-service machines sit outside the managed support scheduleAlerts
    Support · warning · CON-ASSET-UNCOVERED
    21 May 2026
  15. Added 8 licencesLicensing
    Purchased total 54 → 62.
    10 May 2026
  16. 3 users added this monthUsers
    User count moved from 39 to 42.
    28 Apr 2026
  17. Executive Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    02 Mar 2026
  18. Support Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    31 Jan 2026
  19. Added 7 licencesLicensing
    Purchased total 47 → 54.
    25 Jan 2026

Events in view

19 of 28 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.