Customer case study

How DAS Health Built a Cleaner Microsoft Billing Process for Finance, Procurement, and Operations

Sync 365 helped DAS Health move Microsoft billing visibility away from spreadsheet-heavy validation and toward a cleaner process finance, procurement, and operations could trust.

DAS HealthFinance visibilityCleaner billing process

Cross-team visibilityA clearer billing story for finance, procurement, and service teams.

Less spreadsheet dragManual validation moved toward a controlled workflow.

Cleaner billing evidenceBetter information for reviewing recurring invoices.

Billing visibility view

Team alignmentFinance + procurement

Spreadsheet dependencyReduced

Operational focusException review

Problem: billing visibility was spread across too many manual checks

DAS Health needed Microsoft billing to behave like a controlled business process, not a month-end spreadsheet exercise. The team manages a high-volume recurring revenue workflow where Microsoft licence data, internal finance records, and customer billing all need to line up.

The challenge was not simply that licence counts existed in more than one place. Finance, procurement, operations, and service teams each depended on the same billing truth.

“Everything was done manually through our finance department, and things just didn't align.”— Mark, Director of Procurement, DAS Health

Why this mattered across finance, procurement, and operations

When billing data is not trusted, several teams feel the drag:

Finance has to reconcile and defend billing data.
Procurement has less visibility into vendor and margin performance.
Operations carries more ad hoc checks and unclear ownership.
Service teams need reliable information when customers ask questions.

“It was time, margin risk, and internal trust really. But I think time was the bleeding wound.”— Mark, Director of Procurement, DAS Health

The hidden cost: high-value people validating billing data

Manual reconciliation does not only consume admin time. It also pulls experienced people away from higher-value work.

“Senior team members were spending hours validating the data, and that's not where you want high-value people spending their energy.”— Mark, Director of Procurement, DAS Health

The key shift: Sync 365 is not positioned here as blind automation. The value is a cleaner, repeatable review process where teams can focus on exceptions, SKU hygiene, and customer clarity.

Finance procurement and operations moving from manual validation to cleaner billing visibility through Sync 365

How Sync 365 supported a cleaner workflow

Sync 365 gave DAS Health a way to bring Microsoft licence evidence into a more structured billing workflow. The team valued customer-level subscription visibility, the ability to work with licences in groups, and granular billing views for customers with departments, offices, or multiple sites.

“I didn't have to do the licenses individually. I could do them as a whole for a customer, or I could separate it into departments or offices.”— Amy Scritchfield, Licensing Management Analyst, DAS Health

Implementation lesson: data cleanup comes first

DAS Health surfaced a common lesson for larger MSPs: billing automation exposes the quality of the data underneath it. SKU mappings, product names, and legacy billing conventions need to be cleaned up before the process can scale properly.

“The biggest lift wasn't technical. It was cleaning up our own internal SKU mappings and naming conventions.”— Mark, Director of Procurement, DAS Health

Outcome: fewer spreadsheet-driven workflows and clearer billing confidence

For DAS Health, one of the clearest improvements was moving away from spreadsheet dependency and into a more controlled billing review process.

“We got out of spreadsheets.”— Amy Scritchfield, Licensing Management Analyst, DAS Health

“The accuracy in the end is beneficial not only to us internally but to the customers on the receiving end.”— Amy Scritchfield, Licensing Management Analyst, DAS Health

Where Sync 365 fits

Sync 365 helps MSPs and Direct CSPs reconcile Microsoft 365 licence billing, align recurring services with PSA billing records, and create a more reliable operating rhythm for finance, procurement, and service teams.

Want finance, procurement, and operations working from cleaner billing evidence?

See how Sync 365 helps MSPs reduce spreadsheet-heavy Microsoft billing checks and improve confidence in recurring billing data.

See how Sync 365 updates your PSA