Company profile
| Company | BullerTech |
| Profile | Growing MSP |
| Volume | 300+ clients |
| Stack | Syncro, Pax8, M365, CIPP |
The problem
When Microsoft introduced its New Commerce Experience with annual price increases, MSPs became responsible for notifying clients ahead of license renewals — or risk eating the cost difference. BullerTech, managing 300+ clients, spent about 30 minutes per customer reconciling license counts across Pax8, Syncro, and Microsoft tenant CIPP portals.
At four renewals per week, it was manageable. But when vacations hit and renewals piled up to 30+ at once, it threatened to become a full-time job. One client — a college friend — called Rob out over just $12/month in unreconciled licenses. The message was clear: catch it before I do, or why am I paying you?
The workload for running this process manually is non trivial:
- Annual price increases (~5%) required proactive client notification before each renewal
- License counts had to be reconciled across distributor, PSA, and Microsoft tenant
- Renewals arrived unevenly — manageable most weeks, overwhelming during peak periods
- Client trust eroded when billing surprises weren't caught in advance
The solution
Bumblebee translated BullerTech's manual renewal audit into an automated workflow. The system pulls renewal dates and license data from Pax8, cross-references active users in the Microsoft tenant, and leverages Syncro to pull the email template used for client notifications. Clean matches generate a ready-to-send notification; discrepancies get compiled into a structured report for human review.
The build took roughly 60 hours, with the majority spent running through production data and handling edge cases. Bumblebee's team invested an additional time resolving complexity uncovered mid-build.
The outcome
97%
of automated workflow runs are accurate
Rob validated the workflow over 30+ runs and found it consistently more accurate than his manual process — citing the distractions and context-switching that made hand-reconciliation error-prone.
“Sometimes it takes an investment of time to solve major problems and then have that ROI come back to you in massive time savings over time. Between the eventual time savings and the accuracy, anything we can automate in these ways — I think it's a no brainer.”