Coverage score
65%
Average adoption across standards
Healthcare account
vCIO / QBR
Account manager Grace Wendell
Q3 2026 vCIO Workspace
Agenda
- Risk register
- Warranty runway
- Security roadmap
- Budget approvals
Risks
- Firewall warranty expires this month.
- Backup license overage creates billing and protection risk.
- Reception device appears retired but remains monitored.
Recommendations
- Approve firewall refresh before 21 July.
- Consolidate backup licensing into annual renewal.
- Move reception devices to shared kiosk profile.
Scheduler And Actions
Confirm preferred QBR meeting window
Mia Chen | 12 July 2026
Approve commercial path for firewall refresh
Daniel Brooks | 10 July 2026
Q3 roadmap and firewall approval
Mia Chen, Daniel Brooks, Grace Wendell | Week of 13 July, Tuesday morning
Standard Tech Stack Coverage
Adopted or purchased
2
Stack components in place
Needs review
3
Partial or review-required components
Declined
1
Recorded client decisions
| Component | Category | Status | Coverage | Owner | Review | Linked record |
|---|---|---|---|---|---|---|
| Microsoft 365 Business Premium | identity | adopted | 96% | Mia Chen | 15 Aug 2026 | sub-365 |
| Managed endpoint protection | endpoint | partial | 78% | Nina Reeves | 30 Sept 2026 | asset-ws-18 |
| Cloud Backup Advanced | backup | needs review | 84% | Daniel Brooks | 01 Oct 2026 | sub-backup |
| Managed next-generation firewall | network | purchased | 62% | Grace Wendell | 21 July 2026 | doc-firewall-refresh |
| Infinet managed VoIP | voice | declined | 0% | Mia Chen | 30 Nov 2026 | qbr-q3 |
| Client documentation and support guide | documentation | partial | 70% | Nina Reeves | 19 July 2026 | task-manual |
Microsoft 365 Business Premium
Identity, productivity, email security, and endpoint management baseline. Strong baseline adoption, but MFA registration gaps should be closed before insurer evidence is finalised.
Managed endpoint protection
EDR, patch compliance, device health reporting, and response workflow. Reception and clinical shared devices need policy alignment before the next lifecycle wave.
Cloud Backup Advanced
Protected servers, retention policy, backup monitoring, and quarterly restore evidence. Backup licence overage creates commercial and protection risk until renewal is consolidated.
Managed next-generation firewall
Current appliance, active security subscription, monitored VPN, and documented rule lifecycle. Refresh is commercially approved-ready but should be signed before warranty expiry.
Infinet managed VoIP
Managed calling, handset lifecycle, porting plan, support model, and site failover guidance. Client retained existing voice provider; revisit only if support pain or contract expiry changes.
Client documentation and support guide
Current network, warranty, support, escalation, access, and onboarding documentation. Support guide publication is an onboarding gate and should become a QBR evidence item.
IT Budget Workspace
Annual budget
$195,000
Budgeted IT spend
Forecast spend
$195,250
$250 over plan
Approved spend
$148,000
Already approved
Approvals needed
2
Budget rows awaiting decision
| Item | Category | Owner | Period | Budget | Forecast | Variance | Status |
|---|---|---|---|---|---|---|---|
| Managed services and support baseline | recurring services | Grace Wendell | FY2027 | $96,000 | $98,200 | $2,200 | watch |
| Firewall and backup renewals | renewals | Daniel Brooks | Q3-Q4 2026 | $28,500 | $31,200 | $2,700 | approval needed |
| Endpoint lifecycle replacement wave | lifecycle replacement | Mia Chen | FY2027 | $42,000 | $39,500 | -$2,500 | on track |
| Sydney firewall refresh project | approved projects | Daniel Brooks | Q3 2026 | $16,500 | $17,850 | $1,350 | approval needed |
| Security and onboarding contingency | contingency | Grace Wendell | FY2027 | $12,000 | $8,500 | -$3,500 | on track |
Managed services and support baseline
Recurring run-rate is slightly above plan after support uplift and backup licence overage. Linked record: sub-backup
Firewall and backup renewals
Firewall warranty expires in July and backup renewal needs consolidation before October. Linked record: doc-firewall-refresh
Endpoint lifecycle replacement wave
Reception and clinical workstation replacements can be staged without exceeding annual plan. Linked record: asset-reception-18
Sydney firewall refresh project
Project should be approved before warranty expiry to avoid support and security exposure. Linked record: approval-firewall
Security and onboarding contingency
Contingency remains available for insurer-driven evidence work and onboarding exceptions. Linked record: qbr-q3