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Upton Financial Associates

UPT344ActiveManaged contract

uptonfinancial.co.uk · Financial services · Account manager Rachel Byrne

Microsoft 365Healthy2 days agoSupport & assets (SQL)Healthy15 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 app-consent.
    23 Aug 2026
  2. Pipeline: Cloud backup + DR for 3 sites — Meeting OrganisedOpportunities
    Owner Barry Rankin. Awaiting third party. Next with Sales Owner.
    11 Aug 2026
  3. Finding raised: 47 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    11 Aug 2026
  4. Licensing Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    01 Aug 2026
  5. 8 users added this monthUsers
    User count moved from 140 to 148.
    28 Jul 2026
  6. Pipeline: Firewall replacement and HA pair — OrderedOpportunities
    Owner Ben King. Order received. Next with Customer.
    24 Jul 2026
  7. Finding raised: Backup and DR is not on a DCS contractAlerts
    Security validation · information · CON-NO-BACKUP-AND-DR
    18 Jul 2026
  8. 4 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jul 2026
  9. Technical Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    12 Jul 2026
  10. Finding raised: 20 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    09 Jul 2026
  11. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jun 2026
  12. Finding raised: 30 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    14 Jun 2026
  13. Technical Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    25 May 2026
  14. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  15. Finding raised: 5 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    13 May 2026
  16. Finding raised: 1 device running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    04 May 2026
  17. Added 7 licencesLicensing
    Purchased total 154 → 161.
    03 May 2026
  18. 2 users removed this monthUsers
    User count moved from 135 to 133.
    28 Apr 2026
  19. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Apr 2026
  20. 2 users removed this monthUsers
    User count moved from 137 to 135.
    28 Mar 2026
  21. 4 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Mar 2026
  22. 6 users removed this monthUsers
    User count moved from 145 to 139.
    28 Feb 2026
  23. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Feb 2026
  24. 4 users removed this monthUsers
    User count moved from 151 to 147.
    28 Jan 2026

Events in view

24 of 53 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.