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Rothwell Insurance LLP

ROT227OnboardingNo agreement

rothwellinsurance.co.uk · Insurance · Account manager Rachel Byrne · Rothwell Holdings (site of 4)

Microsoft 365Partial8 days agoSupport & assets (SQL)Partial18 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: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    19 Aug 2026
  2. Microsoft 365 sync partialSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    16 Aug 2026
  3. Finding raised: 9 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    14 Aug 2026
  4. Pipeline: Business Premium licence uplift — LostOpportunities
    Owner Barry Rankin. No response. Next with Customer.
    01 Aug 2026
  5. Finding raised: 2 devices running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    05 Jul 2026
  6. Added 4 licencesLicensing
    Purchased total 29 → 33.
    31 May 2026
  7. 2 users added this monthUsers
    User count moved from 27 to 29.
    28 May 2026
  8. Finding raised: MFA registration at 68% of enabled usersAlerts
    Identity security · warning · SEC-MFA-COVERAGE
    26 May 2026
  9. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    22 May 2026
  10. Finding raised: 2 contracts up for renewal within 90 daysAlerts
    Support · information · CON-RENEWAL-DUE
    12 May 2026
  11. Licensing Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    05 May 2026
  12. 5 users added this monthUsers
    User count moved from 22 to 27.
    28 Mar 2026
  13. Technical Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    19 Mar 2026
  14. Added 8 licencesLicensing
    Purchased total 23 → 31.
    15 Mar 2026
  15. 3 users added this monthUsers
    User count moved from 19 to 22.
    28 Feb 2026
  16. 4 users added this monthUsers
    User count moved from 15 to 19.
    28 Jan 2026
  17. Added 8 licencesLicensing
    Purchased total 15 → 23.
    25 Jan 2026
  18. Support Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    20 Jan 2026

Events in view

18 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.