26 open opportunities across your client portfolio
Open Pipeline
£55K
26 opportunities
Revenue Won YTD
£300
1 completed
Avg. Close Prob.
83%
open opportunities
Client Savings
£25K
total per month identified
MFA Rollout for All 182 User Accounts
Only 61% of Apex accounts have MFA registered. The remaining 70 accounts are exposed to credential compromise. Cyber insurance may be invalidated without full MFA coverage.
Client saves
£0/mo
Your revenue
£1.8K
Quarterly Business Review — June 2025
No QBR has been held since Q4 2024. Azure spend has grown 22% in that period. A structured QBR would surface the reserved instance and Copilot opportunities and reinforce partner value.
£0
Disable Legacy Authentication in Exchange Online
Basic auth and SMTP Auth are still enabled in Exchange Online, allowing authentication without MFA. This is a known attack vector for ransomware in healthcare. NHS Digital guidance requires it to be disabled.
£1.2K
Remove 38 Inactive Staff Licences
38 M365 licences are assigned to accounts with no activity in 60+ days. Given NHS staff turnover rates, these are likely leavers whose accounts were not fully offboarded.
£760/mo
£400
Annual Security Posture Review
Oakfield has not had a formal security posture review since onboarding in March 2024. As a social housing provider, Cyber Essentials compliance is now a requirement for many grant applications.
£1.5K
Right-Size 28 M365 E3 Licences to E1
28 warehouse operatives hold M365 E3 licences but only use Teams for shift communications. Downgrading to E1 saves £20.10/user — £563/mo with zero impact on their workflows.
£563/mo
Remove 24 Unused M365 E1 Licences
24 M365 E1 licences belong to accounts with no sign-in activity in 90+ days. Likely leavers and contractors from the 2024 restructure.
£192/mo
M365 Copilot for Education Pilot — 25 Staff
Microsoft has announced Copilot for Education benefits. BrightPath staff qualify for a subsidised 25-user pilot. Curriculum planning and admin tasks are strong use cases with measurable time savings.
M365 Copilot Pilot — Operations Team (30 Users)
Prime Logistics operations team uses Excel, Teams, and Outlook heavily for load planning, driver communications, and supplier negotiation. Copilot pilot data from logistics firms shows 45-minute daily time savings per user.
£8.4K
Microsoft 365 Copilot Readiness Assessment
96 fee-earners spend an estimated 2.5 hours per day on document drafting and email. Copilot pilot data from comparable firms shows 30-40 minutes saved per user per day.
£2.9K
Microsoft Defender for Endpoint Rollout
Horizon retail estate has 384 devices not covered by Defender for Endpoint. PCI-DSS compliance for card payment processing increasingly relies on endpoint telemetry. Current coverage is zero.
£5.8K
Remove 18 Unused Project Plan 3 Licences
18 Project Plan 3 licences (£30/user/mo) are assigned to users who have never launched Microsoft Project. These were purchased during a 2023 expansion that did not proceed.
£540/mo
Migrate to Azure for Education Pricing
BrightPath is currently on commercial Azure pricing despite qualifying for Education agreement rates. Migrating to Azure for Education would reduce spending by approximately 14%.
£980/mo
£500
Reserve 8 Healthcare Workload VMs
The clinical record and scheduling system VMs have run at consistent load for 14 months. A 1-year reservation would reduce compute costs by 30% with zero operational impact.
£3.2K/mo
£960
Downgrade 62 Unused M365 E3 Licences to E1
62 M365 E3 licences are assigned to retail floor workers who only use email and Teams. Downgrading to E1 saves £20.10 per user per month — a total saving of £1,246/mo. No features required for their roles are lost.
£1.2K/mo
URGENT: MFA Enforcement on 18 Clinical Admin Accounts
18 accounts — including 4 with global admin roles — have no MFA registered. CQC regulation requires access controls on all systems holding patient data. Audit is scheduled for Q3 2025.
£4.8K
M365 Copilot Full Rollout — 148 Consultants
Vertex consultants spend 60%+ of their time on document production, client reports, and email. Copilot is proven in professional services firms of this profile, with typical time savings of 1–2 hours per user per day.
£15K
Reserved Instances for 12 Production VMs
Twelve VMs running pay-as-you-go in UK South are ideal candidates for 1-year reserved instances. Consumption is consistent over the past 6 months with under 5% variance.
£2.4K/mo
£720
Enforce Conditional Access for 38 Uncovered Accounts
38 user accounts — including 6 with privileged roles — are not covered by Conditional Access policies. FCA and DORA regulations require MFA and location-based access controls for all financial services staff.
£3.6K
Auto-Shutdown for 22 Dev VMs Running 24/7
Development VMs for the route optimisation project are running continuously. Aditi Patel confirmed the dev team works 09:00–18:00. An auto-shutdown policy would eliminate all overnight compute billing.
£2.2K/mo
£660
Azure Blob Storage Lifecycle Tiering
Blob storage accounts contain 4.2TB of data with no tiering policy applied. Moving data older than 30 days to Cool tier and 90+ days to Archive would reduce storage costs by approximately 60%.
Reserve 16 Core VMs on 1-Year Commitment
16 core Azure VMs in the finance processing cluster have run at over 90% utilisation for 8 consecutive months. Reserved instance commitment would reduce compute cost by 38%.
£4.2K/mo
£1.3K
Right-Size 8 Oversized Azure SQL Databases
Eight Azure SQL instances are running at under 15% average CPU utilisation. Downsizing to the next tier would have no performance impact and reduce compute costs significantly.
£360
Migrate Non-Prod Workloads to Azure Dev/Test
Vertex runs staging and QA environments on production-priced Azure subscriptions. Migrating to Dev/Test subscription pricing reduces VM costs by up to 55% for non-production workloads.
£1.8K/mo
£540
Deactivate 48 Inactive M365 Licences
48 licences across E3, Power BI Pro, Project Plan 3, and Visio Plan 2 have had no sign-in activity in 60+ days. Current waste: £1,074/month.
£1.1K/mo
£600
Auto-Shutdown Policy for 22 Dev and Test VMs
22 development VMs are running continuously including nights and weekends with no activity outside business hours. An auto-shutdown policy at 18:30 would eliminate approximately £1,400/mo in wasted compute.
£1.4K/mo
£420
Enable Azure Hybrid Benefit on 6 Windows VMs
Six Windows Server VMs are not using Azure Hybrid Benefit despite Oakfield holding active Software Assurance licences. Enabling this right now produces an immediate 40% saving with no change to functionality.