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2026 Strategic Business Review

Bristol Bay Economic Development Corporation
IT Partnership Review

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

Meeting Date September 2026
Period Covered Jan – Aug 2026
Account Manager Erika Baldiviez
Prepared By Vicinity vCIO Team
19
Total Users
24
Workstations
8
Servers
1
Technology Landscape

Bristol Bay Economic Development Corporation operates as a regional economic development nonprofit based in Dillingham, relying on fund/grant accounting, shared file storage, and hybrid Active Directory/Microsoft 365 identity to serve staff across the region. Vicinity took over management of BBEDC's environment at the start of 2026, following a transition from a prior IT provider — much of this year's work has focused on stabilizing the environment, deploying a consistent security stack, and retiring tools and hardware left behind from that transition.

1
IT Provider Transition & Legacy Cleanup
The Trend

Organizations that switch IT providers often carry forward legacy agents, tools, and hardware that no one is actively managing — these create blind spots for both security and support.

What We're Doing

Since taking over in early 2026, we've deployed SentinelOne endpoint protection fleet-wide across every server and workstation, and we're actively identifying and retiring tools and hardware left behind by the prior provider — including a legacy virtual server and a decommissioned physical server still connected to the network. See Recommended Initiatives for the remaining cleanup items.

2
Business Email Compromise & Social Engineering
The Trend

Nonprofits and regional development organizations that manage grant funds and vendor payments are frequent targets of email spoofing and wire fraud schemes, which increasingly bypass basic email filtering.

What We're Doing

BBEDC has direct experience with this risk. MFA is already enforced org-wide; we're now prioritizing email anti-phishing configuration and scoping a tabletop security exercise for staff — see the Security Posture and Recommended Initiatives sections below.

3
Aging On-Prem Infrastructure
The Trend

Server and network hardware have a limited useful life, and running past end-of-support windows increases the risk of unpatched vulnerabilities and unplanned downtime.

What We're Doing

A new network switch and a new Network Policy server (running Windows Server 2025) were deployed this year. We're tracking the remaining aging hardware — including a 2017 physical server nearing the end of its useful life — for a future refresh conversation.

2
Business Alignment

How your IT environment supports BBEDC's business goals and operations.

Business PriorityIT DependencyCurrent StatusNotes
Grant & Fund Accounting AccuFund Accounting Suite (hosted on-prem) Attention Managed jointly with 3rd-party vendor ComputerWorks NFP Solutions; runs on an aging server OS
Remote & Field Staff Access WatchGuard SSL VPN Mobile Healthy Remote access functioning as expected
Shared File Access BBEDC-FILE01 (mapped as Z:\ on workstations) Healthy Central file storage on hybrid AD/M365 environment
Phone & Communications NEC phone system with Aastra handsets Healthy No issues reported
Fraud Prevention & Data Security MFA, email security, endpoint protection Attention MFA is enforced org-wide; remaining gap is email anti-phishing configuration — see Security Posture
3
IT Health Snapshot
Environment Overview
Total Users
19
Licensed staff with M365 mailboxes
Workstations
24
Plus 1 spare laptop in inventory
Servers
8
2 physical hosts, 6 virtual servers
M365 Licenses
24
19 Premium, 2 Basic, 3 Power BI Pro
Health Indicators
AreaStatusDetails
Patch Management Current Servers and workstations patched via Vicinity RMM
Endpoint Protection Active SentinelOne deployed fleet-wide across all servers and workstations
Backup / BCDR Attention Datto SIRIS protecting 5 of 6 virtual servers; backup for the new NPS server is currently paused
Identity / MFA Active MFA enforcement is on org-wide; all 19 licensed staff have a registered MFA method
Network Review New firewall-side switch in place; legacy hardware pending confirmation of removal
Printers: 4 networked printers/MFPs currently in service. Full detail is available in the Network Report.
4
Application Inventory

Key business applications in use at BBEDC.

ApplicationPurposeVendor / PlatformNotes
AccuFund Accounting Suite Fund & grant accounting AccuFund, Inc. Application support via ComputerWorks NFP Solutions
Microsoft 365 Apps Email, documents & collaboration Microsoft Word, Excel, Outlook, Teams, OneDrive
Adobe Acrobat & Creative Cloud Document & design work Adobe Renewal due August 2027
Zoom Workplace Video conferencing Zoom Communications  
Google Chrome / Mozilla Firefox Web browsers Google / Mozilla  
Grammarly Writing assistant Grammarly Inc.  
WatchGuard Mobile VPN with SSL Remote access client WatchGuard Used by remote & field staff
Document & Check Scanning Suite Check processing & document capture Nuance / PFU ScanSnap / Digital Check Used for banking & records workflows
5
Security Posture
Microsoft Secure Score
Microsoft Secure Score
41.6
out of 100
Microsoft-native view only

What this score actually tells us

Microsoft Secure Score measures adoption of Microsoft-native security tools — it doesn't account for third-party solutions like SentinelOne. BBEDC's score of 41.6 reflects gaps in Microsoft's own stack, not the full picture of your protection.

Your real posture is stronger than the score suggests. Identity (MFA) and endpoint security are solid. The genuine gap is email security configuration — several of Microsoft Defender's anti-phishing and impersonation protections aren't fully enabled yet, which matters given BBEDC's prior experience with email fraud. That's where we'll focus.

BBEDC currently scores below the 46.8 average for organizations of similar size — closing the email security gaps is the fastest path to closing that difference.

Where You Stand — The Three Pillars
Identity Security

MFA enforcement is on org-wide via Microsoft Entra Conditional Access, and all 19 licensed staff have a registered MFA method. This layer is covered.

Endpoint Security

SentinelOne EDR is deployed across every server and workstation — a best-in-class solution Secure Score doesn't credit. This layer is covered.

Email Security

Impersonation protection, phishing thresholds, and quarantine rules in Microsoft Defender aren't fully configured. This is the primary gap driving the lower Secure Score — and the highest priority to fix.

Security Stack
ControlSolutionStatus
Endpoint Detection & Response SentinelOne Active
Email Security Microsoft 365 Defender Attention
Multi-Factor Authentication Microsoft Entra Conditional Access Active — Enforced
Backup / BCDR Datto SIRIS Attention
Firewall / Network Security WatchGuard Firebox T40-W Active
Patch Management Vicinity RMM Active
Microsoft Secure Score Microsoft 365 Defender 41.6 / 100
Key Findings
  • MFA enforcement is on org-wide, with all 19 licensed staff carrying a registered MFA method — a strong identity posture that Secure Score doesn't fully reflect.
  • SentinelOne EDR is deployed across every server and workstation, replacing antivirus tools inherited from the prior IT provider — also uncredited by Secure Score.
  • Microsoft Secure Score sits at 41.6 / 100, below the peer average of 46.8, driven almost entirely by open email anti-phishing recommendations.
  • Nearly all top-recommended Secure Score actions relate to email impersonation and phishing protection — directly relevant given BBEDC's prior experience with email fraud.
Open Security Gaps
  • Anti-phishing protections incomplete — Microsoft Defender recommends enabling impersonation protection, adjusting the phishing confidence threshold, and quarantining messages from impersonated domains; none are yet enabled. This is directly relevant given BBEDC's prior email spoofing incident, in which a fraudulent wire transfer was narrowly stopped by Wells Fargo before funds were lost.
  • Legacy hardware still network-connected — a decommissioned physical server remains powered on and connected to the network, and a legacy backup appliance's status is still being confirmed.
6
Recommended Initiatives

Strategic IT projects and improvements recommended for BBEDC in the coming period.

InitiativePriorityTimelineRationale
Address Secure Score anti-phishing recommendations High Next 30 days Primary gap driving Secure Score; directly reduces email fraud exposure
Scope & schedule tabletop security training High Before end of 2026 Requested by BBEDC; reinforces fraud/phishing awareness for staff
Resume paused backup protection for BBEDC-NPS1 High Next 30 days Backup agent is currently paused; server has no active backup coverage
Decommission legacy physical server (BBEDC-HOST2) Medium Next 90 days Powered on and network-connected with no active management
Confirm & retire remaining legacy network/backup hardware Medium Next 90 days Older switches and legacy backup appliance pending confirmation of removal
Review legacy virtual server from prior IT provider Low Ongoing Running outdated security tooling from before the transition to Vicinity
7
Budget & Value
Monthly Managed Services
$6,650.40
Per August 2026 invoice (services & licensing)
Project Spend (Period)
To be reviewed
To be reviewed at meeting
Hardware / Licensing
To be reviewed
To be reviewed at meeting
Value Delivered
  • Smooth transition of IT management from BBEDC's prior provider with no service disruption
  • Fleet-wide deployment of SentinelOne endpoint protection across all servers and workstations
  • Deployment of a new Network Policy server (BBEDC-NPS1) and a new network switch
  • Migration to Datto SIRIS as the primary backup and disaster recovery platform
Upcoming Budget Considerations
  • Adobe Creative Cloud / Acrobat renewal due August 26, 2027
  • Potential hardware refresh for aging on-prem servers running Windows Server 2016
  • Tabletop security training engagement (scoping in progress)
8
Goals & Priorities
Active IT Goals
Goal
Target
Progress
Close email anti-phishing gaps in Defender
Q4 2026
Action Required
Complete legacy hardware & tooling cleanup
Q4 2026 / Q1 2027
In Progress
Deliver staff tabletop security training
Before end of 2026
Not Started
Where We're Headed
  • Finish closing out tooling and hardware left behind from the prior IT provider transition
  • Close the remaining email anti-phishing and impersonation protection gaps in Microsoft Defender
  • Build a hardware refresh roadmap ahead of Windows Server 2016 reaching end of support
  • Continue reliable support for AccuFund and BBEDC's fund/grant accounting operations
9
Next Steps
Action Item
Due
Enable Microsoft Defender anti-phishing & impersonation protections
Sept 2026
Resume paused Datto backup protection for BBEDC-NPS1
Sept 2026
Scope & schedule tabletop security training
Before EOY 2026
Confirm decommission of legacy physical server (BBEDC-HOST2)
Oct 2026
Confirm status of legacy switches & backup appliance
Oct 2026
Schedule next SBR
TBD

Thank you, Bristol Bay Economic Development Corporation.

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