The challenge
Our client needed a simpler way for customers to identify the Microsoft 365 licences they actually required across different employee roles and business needs. The recommendation logic existed in an Excel model, making it difficult to offer as a self-service experience.
What we delivered
- Converted an Excel-based licence model into a guided digital recommender
- Created a simple multi-step journey covering business profile, workforce roles, capabilities, security and support needs
- Calculated and recommended the mix and quantity of Basic, Standard and Premium licences for each business.
- Presented recommendations visually so buyers could easily understand what they need and why
- Built an admin panel so licence rules, content and assumptions could be managed without redevelopment
- Supported regional licence and pricing variants, with multiple languages and currencies.
- Created a downloadable recommendation that could support customer conversations and sales follow-up
Business value
Converted an Excel-based model into a guided tool covering business profile, employee roles, capabilities, security and support needs. Recommended a mix and quantity of Basic, Standard and Premium licences, with a visual explanation and downloadable report. Built an admin panel to maintain licence rules and content, with support for regional pricing, languages and currencies.
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