The Challenge
Therapy Group provides allied health and therapy services through a mix of practitioners and support staff. As the practice grew, its Microsoft 365 licensing became harder to track. Different people held different plans: some with features they never touched, others missing tools they needed. The practice wanted a clear view of its licensing, a model that matched each role, and confidence that it was not overspending while still supporting secure, modern work.
What Evocate Delivered
In 2025, Evocate delivered a Microsoft 365 licensing engagement:
- Tenant review: mapped assigned licences against how staff actually work
- Role profiling: grouped practitioner and support roles and matched each to the appropriate plan
- Waste removal: identified unused or mismatched licences to reassign or retire
- Capability check: confirmed security and collaboration features met the practice’s needs
- Maintainable position: provided clear recommendations and a licensing baseline the practice could keep
Outcomes
Therapy Group now runs on licensing that fits its people. Practitioners have the secure, reliable tools they need, and the practice no longer pays for capabilities it does not use. Administrators have a clear picture of the Microsoft 365 estate and can manage it confidently as the team grows. Future changes, new starters or new roles, are easier to handle from a clean baseline.
Why This Matters
In allied health, time and money are better spent on clients than on software no one uses. Right-sizing licensing is a simple, high-value step: it controls cost, supports security, and brings clarity to the platform all at once. Licensing left unmanaged always drifts, quietly accumulating cost and gaps until someone maps it against how people actually work. Evocate’s role was to cut through the complexity, so Therapy Group has exactly what it needs and nothing it does not.
