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2026 Strategic Business Review

Johnson River Enterprises, LLC
Strategic Business Review

A comprehensive review of your technology environment, security posture, and strategic IT roadmap · prepared by your Vicinity vCIO team.

Meeting Date November 18, 2026
Period Covered April 2025 to November 2026
Account Manager Erika Baldiviez
Prepared By Vicinity vCIO Team
23
Users
35
Workstations
3
Servers
2
Locations
1
Wins This Year

Johnson River Enterprises is a Fairbanks commercial general contractor that has delivered quality, on-time projects across interior and remote Alaska for more than 30 years. Since becoming a Vicinity client in April 2025, we have supported 23 users across the main office and the shop.

1
Network Refresh (Summer 2026)
The Project

The office firewall, switch, and wireless access point were all past end of support. The firewall was running 2018 firmware, and the access point had not received updates since 2021. None of the three could be patched against new threats.

What We Did

Replaced all three with a Fortinet FortiGate 70G firewall, FortiSwitch 148F PoE switch, and FortiAP 231K Wi-Fi 7 access point. Each is covered by FortiCare Premium and FortiGuard for 3 years, monitored by Vicinity, and documented. The legacy hardware was retired.

2
CMMC Level 1 Assessment and Readiness (Summer 2026)
The Project

Federal and defense related customers increasingly expect contractors to show they protect sensitive information. JRE wanted a clear picture of where it stood against the CMMC framework and a path to meet Level 1.

What We Did

Completed an initial compliance assessment, followed by Phase 1 CMMC Level 1 readiness work, finished in summer 2026. This gives JRE a documented baseline and a foundation for any future Level 2 effort.

Every Day, In the Background
  • 24/7 help desk support for all staff, by phone, email, and web chat
  • Round-the-clock monitoring, patching, and health checks across all managed devices
  • AI-driven threat detection (SentinelOne EDR) and automated response on managed endpoints
  • Daily Microsoft 365 backups via Datto SaaS Protection
  • Ongoing IT strategy, budget coordination, and lifecycle planning
2
Business Alignment

How your IT environment supports Johnson River Enterprises' business goals and operations.

Business PriorityIT DependencyStatusNotes
Deliver projects on timeProcore, Primavera P6, Bluebeam, reliable internetAttentionSingle internet circuit with no failover. Four project laptops are 7 to 8 years old.
Protect project and financial dataMicrosoft 365, file shares, QuickBooks, backupsAttentionMicrosoft 365 is fully backed up. Datto server backup with an offsite copy is in progress.
Support field and remote crewsLaptops, Microsoft 365, remote access toolsHealthyAll laptops are monitored and protected. Remote access tools should be consolidated.
Keep staff productiveVicinity help desk, Microsoft 365, Zoom and TeamsHealthySupport is delivered by phone, email, and chat. Collaboration tools are well adopted.
Keep office infrastructure reliableFile server, domain controllers, phone systemAt RiskBoth physical servers have been out of warranty since 2020 and are 7 and 10 years old. A replacement is being scoped.
Meet customer and insurer security expectationsEndpoint protection, backups, firewall, MFA, CMMCAttentionCMMC Level 1 readiness is complete. Conditional Access is the next step, and a CMMC Level 2 option is being evaluated.
3
Application Inventory

Key business applications in use at Johnson River Enterprises, based on site documentation and software discovered on managed devices.

ApplicationPurposeVendor / PlatformNotes
Microsoft 365Email, Office apps, Teams, SharePoint, OneDriveMicrosoft (cloud)Backed up by Datto SaaS Protection. One device still has standalone Office 2021, which is now out of support.
ProcoreConstruction project managementProcore (web)Cloud based. Requires reliable internet.
Autodesk (BIM 360, AutoCAD LT)Design coordination and drawingsAutodeskCloud and desktop. Vicinity can help track license renewals. Several older Autodesk components are installed on a small number of devices.
Bluebeam RevuPlan markup and takeoffsBluebeamInstalled on about 19 devices. Vicinity can help track license renewals. Several older versions are in use and should be standardized.
Primavera P6Project schedulingOracleOn-premises application on a small number of devices.
QuickBooks ProAccountingIntuitRuns on the accounting workstation.
Adobe AcrobatPDF creation and editingAdobeSeveral versions in use, including older releases. Consider standardizing.
SketchUp Pro3D modelingTrimbleInstalled on a few devices.
Zoom and Microsoft TeamsMeetingsZoom, MicrosoftZoom is installed widely. Webex and GoToMeeting also appear on a few devices.
LogMeIn / GoToMyPCRemote access to office computersGoTo (LogMeIn)Installed on more than a dozen devices. Consider consolidating remote access onto one secured method.
Blue IrisSecurity cameras (shop)Blue IrisHosted on a shop PC.
Asterisk phone systemVoice and faxAsterisk, third-party supportedSupported by an outside vendor and not managed by Vicinity.
4
IT Health Snapshot
Total Users
23
Managed users across 2 locations
Workstations
35
20 laptops, 15 desktops and other
Servers
3
2 physical, 1 virtual, Windows Server 2022
Locations
2
Main office and shop, Fairbanks
Health at a Glance
AreaStatusNotes
Patch managementHealthyAll 38 managed devices are enrolled in Vicinity patch management.
Endpoint protectionIn progressSentinelOne is on 36 of 38 devices. The final 2 are being deployed.
Microsoft 365 backupHealthy32 of 32 seats protected by Datto SaaS Protection.
Server backupIn progressLocal backups today. Vicinity is working with JRE on Datto backup with an offsite copy.
NetworkHealthyCore network refreshed in 2026. Some legacy rack equipment to validate.
Workstation lifecycleAttention4 laptops over 5 years old, 13 more in the 3 to 5 year range, 5 needing OS updates.
Server hardwareAt RiskBoth physical servers have been out of warranty since 2020. A replacement is being scoped.
Active Directory and Entra ID / IntuneNeeds ReviewOn-premises Active Directory and a cloud-only Microsoft 365 tenant are both in use. Device join and management is mixed (18 domain joined, 20 workgroup).
Detailed Reports
5
Security Posture
Security Stack
ControlSolutionStatus
Endpoint Detection & Response (EDR)SentinelOne, 36 of 38 managed devices. Final 2 devices being deployed.In Progress
Email SecurityMicrosoft 365 anti-phishing, spam, and impersonation protectionActive
Multi-Factor AuthenticationMicrosoft Entra ID Security Defaults. Microsoft Authenticator method is currently disabled.Verify Registration
Conditional AccessMicrosoft Entra ID. An all-users MFA policy exists in report-only mode and is not yet enforced.Recommended
Backup / M365Datto SaaS Protection, 32 of 32 seatsActive
Backup / ServersLocal backups today. Datto backup with an offsite copy is being set up with Vicinity.In Progress
FirewallFortinet FortiGate 70G with FortiCare Premium and FortiGuardActive
Patch ManagementVicinity RMM, all managed devicesActive
Microsoft Secure ScoreMicrosoft 365 Defender, 232 of 276 points84%
Open Security Gaps
GapDescription
Server backups are local onlyA failure of the office or the servers could affect file shares and domain data. Datto backup with an offsite copy is in progress.
Conditional Access is not enforcedSetting it up moves JRE from Security Defaults to enforced, auditable MFA and sign-in policies.
Unsupported operating systems2 Windows 10 desktops and 3 older Windows 11 laptops are not receiving full security updates.
Multiple remote access toolsLogMeIn, GoToMyPC, and OpenVPN are installed on a number of devices in addition to the firewall VPN. Consolidating onto one secured method reduces exposure.
Legacy and unknown devicesOlder backup devices and unmonitored rack and shop equipment need to be validated.
6
Priorities & Roadmap

Recommended initiatives and active IT goals for Johnson River Enterprises in the coming period.

InitiativePriorityTimelineRationale
Complete SentinelOne deploymentHighNov 2026Brings endpoint protection to 38 of 38 devices.
Server replacement with managed Datto backupHighTBDBoth physical servers have been out of warranty since 2020. A replacement is being scoped and Datto backup with an offsite copy is in progress.
Set up Conditional AccessMediumTBDMoves JRE from Security Defaults to enforced MFA and sign-in policies. An all-users MFA policy already exists in report-only mode.
Microsoft licensing reviewMediumQ1 2027Business Premium renews February 22, 2027, and Audio Conferencing and Planner renew in March 2027.
Workstation OS and hardware remediationMediumTBDCovers 2 Windows 10 PCs, 3 older Windows 11 laptops, 2 Home editions, and 4 aged laptops.
Active Directory and Entra ID / Intune reviewMediumTBDDecide how devices are joined and managed before the server replacement.
Internet resilience reviewMediumTBDSingle DSL circuit with no failover at the office.
CMMC Level 2 enclaveLowTBDA quote has been provided. JRE is evaluating it as an option for the new year.
Retire legacy rack equipment and NAS devicesLowTBDReduces risk and clutter, tied to the backup plan.
Active Goals & Status
Goal
Target
Status
Network refresh (firewall, switch, Wi-Fi)
Complete
Complete
CMMC Level 1 readiness
Complete
Complete
Microsoft 365 backup
32 of 32 seats
Complete
Endpoint protection on every device
38 of 38 devices
In Progress
Managed server backup with offsite copy
TBD
In Progress
Conditional Access set up
TBD
Not Started
CMMC Level 2 enclave
TBD
Under Review
7
Budget & Investment Forecast
Monthly Managed Services
$4,100
Vicinity MSP Agreement
Agreement Term
3 Years
Renewal: March 2028
Partner Since
2025
Vicinity partnership
Upcoming IT Spend to Plan For
ItemEstimated InvestmentTiming
Server replacement (being scoped with Vicinity)To be quotedTBD
Datto server backup with offsite copy (in progress)To be quotedTBD
CMMC Level 2 enclave (quote provided, under evaluation)Per quote providedUnder evaluation for the new year
Laptop replacements (4 over 5 years old, more in the 3 to 5 year range)To be quotedTBD
Windows 10 desktop upgrades or replacements (2)To be quotedTBD
Microsoft Licensing and Renewals
ProductQuantityRenewal DateNotes
Microsoft 365 Business Premium32February 22, 2027Core email, Office apps, and security
Microsoft 365 Audio Conferencing9March 15, 2027 (2 licenses)
March 22, 2027 (7 licenses)
8 assigned to users today
Planner and Project Plan 32March 19, 2027Project planning
Communications CreditsPay as you goNo renewal dateBilled on usage
Microsoft Power Automate FreeIncludedNo renewal dateNo cost
Rights Management AdhocIncludedNo renewal dateNo cost

Vicinity can review these licenses with JRE ahead of the February and March 2027 renewals. We can also help track Autodesk and Bluebeam license renewals, although we do not resell those products.

Thank you, Johnson River Enterprises, LLC.

We appreciate the trust you place in Vicinity to support your business. Our commitment is to keep your IT reliable, your data secure, and your team focused on what matters most.

Questions? Reach us anytime at support@vicinity.team  ·  (866) 520-6414