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Weeton Financial & Co

WEE353ActiveManaged contract

weetonfinancial.co.uk · Financial services · Account manager Priya Raman

Microsoft 365Healthy2 days agoSupport & assets (SQL)Healthy19 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: 25 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    24 Aug 2026
  2. Microsoft 365 sync successSync
    Datasets: users, licences, usage reports. Auth mode app-consent.
    23 Aug 2026
  3. Pipeline: Cyber Essentials Plus certification support — Meeting OrganisedOpportunities
    Owner Barry Rankin. Follow-up sent. Next with DCS.
    17 Aug 2026
  4. Finding raised: 8 in-service machines sit outside the managed support scheduleAlerts
    Support · warning · CON-ASSET-UNCOVERED
    03 Aug 2026
  5. 3 users added this monthUsers
    User count moved from 103 to 106.
    28 Jul 2026
  6. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jul 2026
  7. 3 users added this monthUsers
    User count moved from 99 to 102.
    28 Jun 2026
  8. Finding raised: 31 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    22 Jun 2026
  9. Finding raised: 6 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    11 Jun 2026
  10. Finding raised: 16 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    02 Jun 2026
  11. Finding raised: 1 contract up for renewal within 90 daysAlerts
    Support · information · CON-RENEWAL-DUE
    15 May 2026
  12. 4 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  13. Licensing Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    10 May 2026
  14. Added 6 licencesLicensing
    Purchased total 110 → 116.
    12 Apr 2026
  15. Support Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    04 Apr 2026
  16. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Mar 2026
  17. 3 users removed this monthUsers
    User count moved from 102 to 99.
    28 Feb 2026
  18. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Feb 2026
  19. 3 users removed this monthUsers
    User count moved from 106 to 103.
    28 Jan 2026
  20. Licensing Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    22 Jan 2026
  21. Added 3 licencesLicensing
    Purchased total 107 → 110.
    04 Jan 2026

Events in view

21 of 47 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.