Monthly watch
A Microsoft 365 account no one reads is an account that drifts.
Licenses drift away from reality: people leave and the licenses stay, a team buys an add-on you already own, a renewal date arrives with no plan. None of it is dramatic. All of it is easier to fix monthly than once a year.
Sample client, month 3. Illustrative monthly report.
In one sentence
A monthly report on your Microsoft account: what you pay for, what is used, what is due.
- Advisory review
- Delivery
- Monthly watch
One engagement, in this order. You can start at the stage that fits you.
Monthly watch
What this work involves
Licenses quietly drift from reality. People leave and their licenses stay. A team buys an add-on that duplicates one you already own. A renewal date arrives with no plan attached. None of it is dramatic, and all of it is easier to fix monthly than once a year.
The watch reports the same numbers every month: cost against active use, Microsoft's own security score and its trend, the renewal calendar, and sharing, guest, and app changes waiting on a decision. The report lands in the client portal, next to the AI reporting we already do.
It is deliberately not a help desk. No one here will be resetting passwords or taking tickets. That stays with your team or your IT firm. We read the account, flag what changed, and put the next decision in front of the person who owns it.
Who does what
You keep your team, and we take this part.
- You — Act on the report before the renewal date.
- Third Shift — Read the account and report what changed.
- Your IT firm — Make the changes and look after users.
- Microsoft — Runs the service and bills the licenses.
Who it is for
A fit when
- Companies with a live Microsoft account and no one reading it
- Firms that want the next renewal to be a decision, not an invoice
- Clients already on the dashboard who want this in the same reporting
Scope
What it is not
- Not a help desk. Support tickets stay with your team or IT firm
- Not device management or software updates
- Not person-by-person license management. Buying happens in the marketplace
Where this has run
Profiles using this work.
- Two Microsoft accounts, one renewal, and Copilot waiting.
Regional insurance agency · ~70 staff
Who buys this
Industries that start here.
- Insurance agencies and brokerages — Two systems of record, shared carrier logins, and a renewal calendar no one watches.
The order
Part of the sequence, not the whole of it.
This is the entry point for most engagements. The first conversation covers the setup and this work is scoped from what it finds.
This listing is part of the Microsoft 365 practice, which starts with a read of your Microsoft account and licenses rather than a purchase.
Questions
Questions about microsoft 365 monthly watch
What does the monthly Microsoft 365 watch cover?
The monthly Microsoft 365 watch reports what you pay against what is used. It also reports the trend in your Microsoft security score, the renewal calendar, guest and outside sharing changes, and outside apps waiting for approval. It arrives as a report in the client portal, using the same numbers the vCIO works from.
Is the monthly watch a help desk?
No, the monthly watch is not a help desk. It is reporting and oversight: we read what your Microsoft cloud account is doing, flag what changed, and recommend what to decide next. Support tickets for your users stay with your team or your IT firm, unless something specific is agreed separately.
Start here
Start with the review.
The first conversation covers your environment, and this work is scoped from what it finds.