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.
Sync 365 helped move billing visibility away from spreadsheet-heavy validation and toward a cleaner review process across finance, procurement, operations and service teams.
- Cross-team visibilityA clearer billing story for finance, procurement and service teams.
- Less spreadsheet dragManual validation moved toward a controlled workflow.
- Cleaner evidenceBetter information for reviewing recurring invoices.
- Operating rhythmException review instead of spreadsheet reconstruction.
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 is that 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.
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.
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