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Wentworth Financial LLP

WEN597ActiveManaged contract

wentworthfinancial.co.uk · Financial services · Account manager Tom Whitfield

Microsoft 365Stale12 days agoSupport & assets (SQL)Healthy8 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: 9 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    21 Aug 2026
  2. Pipeline: Email security and phishing simulation — LostOpportunities
    Owner Barry Rankin. No response. Next with Third Party.
    19 Aug 2026
  3. Support Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    14 Aug 2026
  4. Finding raised: 4 in-service machines sit outside the managed support scheduleAlerts
    Support · warning · CON-ASSET-UNCOVERED
    13 Aug 2026
  5. Microsoft 365 sync failedSync
    Datasets: users, licences, usage reports. Auth mode app-consent.
    13 Aug 2026
  6. Finding raised: Endpoint protection is not on a DCS contractAlerts
    Security validation · warning · CON-NO-ENDPOINT-PROTECTION
    28 Jul 2026
  7. Finding raised: 15 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    23 Jul 2026
  8. Support Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    08 Jul 2026
  9. Finding raised: 8 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    05 Jul 2026
  10. 3 users added this monthUsers
    User count moved from 27 to 30.
    28 Jun 2026
  11. Removed 4 licencesLicensing
    Purchased total 37 → 33.
    24 May 2026
  12. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    29 Apr 2026
  13. Support Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    09 Apr 2026
  14. Support Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    29 Mar 2026
  15. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Feb 2026
  16. Removed 4 licencesLicensing
    Purchased total 41 → 37.
    25 Jan 2026

Events in view

16 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.