Savings

Review Microsoft 365 Project Plan 3

QUICK WIN — move Project Plan 3 from a monthly to an annual term. Every invoice for this line carries the P1M:M suffix, meaning a monthly commitment term billed monthly. Microsoft prices monthly-term NCE roughly 20% above annual-term for the same licence. At AU list of $44.90/seat/month annual, the monthly-term equivalent is $53.88. Saving of $215.52/year is the monthly-term premium ONLY, on the current 2 seats. It is booked as a Quick win because it requires no trade-off: no seat reduction, no change of provider, no renegotiation. The licences have run continuously for twelve months, so the client is already making the commitment in practice without being paid for it. The separate 18.1% reseller margin on this line ($234.24/year) is NOT included in this figure. That is a commercial conversation with Hamo Management and is contingent on the related-party question being settled first. OPERATOR NOTE: confirm with the provider that monthly terms were not chosen deliberately — a client mid-restructure may want the flexibility, and in that case the premium is being paid on purpose and the saving does not exist. Ask before quoting this figure externally. Benchmark source is published Microsoft AU pricing as at September 2026; re-verify before it goes in front of a client, as Microsoft moved AU pricing on 1 July 2026.

Consolidate Microsoft 365 Family into its overlap

Objectively a CONSUMER product bought on a business account. Microsoft 365 Family is a household licence (up to 6 people, personal use, no business terms, no admin control, no compliance coverage) purchased direct from the Microsoft Store on 16 Mar 2026, while the business separately licenses Microsoft 365 Business Premium through Hamo Management at $8,289.14/year. Both flags are supportable from billing data alone: it is a consumer SKU on a business ledger (Shadow IT), and it delivers the same Office applications the business already licenses (Duplicate function). Saving of $162.73 is placed on THIS row, not on Business Premium, because Business Premium is the platform being kept. Saving Type is Strategic — recovering it requires someone to decide whose licence this is and move them onto the business tenancy. OPERATOR NOTE: the money here is trivial. Do not lead with it. Its value is as evidence of the control gap — confirm before any client conversation whether this is a personal purchase on a company card, and handle that finding with care given the entity is family-controlled. Review: single annual charge, no seat count stated, purchaser unknown.