Environment Health
Security Score
87
+4 pts this month
Compliance
73
3 HIPAA items open
Infrastructure
94
All endpoints healthy
Roadmap Progress
61%
5 of 8 active
Active Initiatives
Full Roadmap →
M365 Security Hardening
Q2 2025
In Progress
Progress: 60% — MFA deployed to 16 of 18 users
Next step: Conditional Access policy review Apr 14
Owner: Josh H. (CloudPeak)
HIPAA Risk Assessment
Q2 2025
At Risk
Risk: 3 policies not yet signed — blocking completion
Action needed: Sarah M. — sign Remote Access + Data Retention policies
Deadline: April 30
Endpoint Detection & Response
Q3 2025
Planned
Vendor: SentinelOne (approved)
Cost: $1,980/yr with retainer discount
Kickoff: July 7, 2025
IT Budget — FY 2025
Details →
YTD Spend
$14,820
of $42,000 annual · 35%
Managed Services
$9,000
Microsoft 365
$2,940
Security Tools
$1,680
Project Work
$1,200
Upcoming Renewals
All →
Veeam Backup
Apr 28
26 days
Microsoft 365
Jun 15
74 days
SentinelOne EDR
Aug 3
123 days
Recent Messages
Inbox →
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Apr 1
IT Scorecard — April 2025
Security
87
+4 pts vs March
Compliance (HIPAA)
73
3 open items
Infrastructure
94
All endpoints healthy
Backup & Recovery
91
Last test: Mar 18 ✓
User Training
52
No program active yet
Overall Score
79
Above SMB average
Open Action Items
3 need attention
HIPAA Policy Sign-Off
Urgent
Required by: April 30
Action: Sarah M. to sign in Documents section
Impact: Compliance score stays below 80 until complete
MFA — 2 Users Pending
In Progress
Blocker: Dr. Patel traveling until Apr 9
Action: Josh to complete enrollment Apr 10
Security Awareness Training
Planned Q4
Recommendation: KnowBe4 — ~$540/yr for 18 users
Impact: Training score jumps from 52 → 85+
Score History
6 months
Security
Compliance
Infrastructure
Uptime & Monitoring — Last 30 Days
Overall Uptime
99.2%
Last incident: Mar 11
Incidents
3
All resolved
Avg Response
18m
Target: <30 min
Open Alerts
0
All clear
Service Status
Each bar = 1 day · Green = up · Yellow = degraded · Red = down
Internet Connectivity
99.9%
Firewall / Network
100%
Microsoft 365
97.8%
Practice Mgmt Server
99.3%
Backup Jobs
98.7%
VoIP / Phone
100%
Incident Log
Microsoft 365 Outage
Resolved
Cause: Microsoft global incident (EX123456)
Impact: Email and Teams down 9:12am–11:26am
Resolution: Microsoft restored service. No action required on your end.
Backup Job Warning
Resolved
Cause: Storage threshold reached on backup target
Resolution: Josh expanded storage — job completed 6:42am
Preventive action: Auto-alert threshold adjusted
Slow Internet — Front Desk
Resolved
Cause: Unannounced ISP maintenance window
Resolution: Restored automatically. No client action needed.
Technology Roadmap — FY 2025
Microsoft 365 Security Hardening
Q2 2025
In Progress
Progress: 60% — MFA live for 16/18 users
Hours: 8 total · 3 remaining (included in retainer)
Next milestone: Conditional Access review Apr 14
HIPAA Risk Assessment
Q2 2025
At Risk
At risk because: 3 unsigned policies blocking audit completion
Client action: Sarah M. — sign Remote Access + Data Retention in Documents
Deadline: April 30
Endpoint Detection & Response
Q3 2025
Planned
Vendor: SentinelOne (approved)
Cost: $1,980/yr · 10% retainer discount applied
Kickoff: July 7, 2025
Azure Cloud Backup
Q3 2025
Planned
Scope: Primary server + SQL database
Cost: ~$80/mo Azure storage
Dependency: Veeam renewal must complete first (Apr 28)
Security Awareness Training
Q4 2025
Not Started
Platform: KnowBe4 (recommended)
Cost: ~$540/yr for 18 users
Impact: Training score: 52 → 85+
Network Assessment & Documentation
Q1 2025
Complete ✓
Completed: February 3, 2025
Deliverables: Network diagram, asset register, 47-item risk report
Documents: Available in Documents section
Email Security (SPF/DKIM/DMARC)
Q1 2025
Complete ✓
Completed: January 22, 2025
Result: Domain fully protected against spoofing attacks
VoIP Modernization
TBD
Backlog
SSO / Identity Platform
TBD
Backlog
Dark Web Monitoring
TBD
Backlog
Budget Tracker — FY 2025
Annual Budget
$42,000
Approved FY 2025
YTD Spend
$14,820
35% utilized
Remaining
$27,180
On track
Year-End Forecast
$41,200
$800 under budget
$0$14,820 spent$42,000
Managed Services Retainer
$9,000
Microsoft 365 Licensing
$2,940
Security Tools
$1,680
Project Work
$1,200
Monthly Spend
Jan – Apr 2025
January
$3,420
February
$3,200
March
$4,800
April (est.)
$3,400
Full Year Forecast
On Track
CategoryBudgetForecast
Managed Services$27,000$27,000
Microsoft 365$9,000$8,820
Security Tools + EDR$4,000$4,180
Project Work$2,000$1,200
Documents & Policies
Remote Access Policy
Data Retention Policy
Acceptable Use Policy
Password Policy
Incident Response Plan
Q2 vCIO Report — April 2025
Q1 vCIO Report — January 2025
Annual Technology Assessment — 2024
Network Diagram — Current State
Asset Inventory — All Devices
Vendor & License Register
Renewals & Contracts
Veeam Backup License
Apr 28 — 26 days
Action NeededCurrent cost: $480/yr
Recommendation: Renew. Josh will handle — no action needed from you.
Upgrade option: Add workstation agents +$120/yr (recommended)
Microsoft 365 Business Premium
Jun 15 — 74 days
Review SoonCurrent cost: $4,752/yr
Seats: 18 active · 0 unused
Action: Josh to confirm headcount in May before renewing
SentinelOne EDR
Aug 3 — 123 days
On TrackNote: Not yet active — deploying Q3. Renewal clock starts post-deployment.
CloudPeak MSA — Control Plan
Annual
Veeam Backup
Apr 28
Microsoft 365 Business Premium
Jun 15
SentinelOne EDR
Aug 3
Domain — meridiandental.com
Nov 12
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