Foundation Partners Group

Information Technology
One Team. One Standard.

Powering 500+ locations across the FPG network. Secure, scalable, and always on.

500+
Locations supported
$142K
Monthly IT spend
$221K
Annual savings identified
82%
Avg license utilization
PCI 4.0
Compliance framework
Quick access
📊
License Governance
Utilization, costs, and savings dashboard
📁
IT Documentation
Policies, SOPs, and runbooks
🛡️
Security & Compliance
PCI DSS 4.0, SentinelOne, BigFix
☎️
Telecom
RingCentral, IVR, and caller ID management
☁️
Azure & M365
Entra ID, Conditional Access, tenant admin
🖥️
AV Systems
Crunchy ShareLife, Mood Media standards
🎫
Submit IT Request
Help desk tickets and service requests
👥
IT Team
Contacts, roles, and escalation paths
Active alerts
Entra ID P2 — 1,585 seats unassigned
0 of 1,585 licenses in use. ~$114K/year in idle spend. Assignment plan required immediately.
License Governance · Today
Teams Audio Conferencing — 1.5% utilization
24 of 1,588 seats assigned. Monthly waste ~$6,256. Reduce pool to 30 seats.
License Governance · Today
Microsoft 365 Copilot — 35 seats idle
65 of 100 seats assigned. $1,050/month undeployed. Accelerate rollout or reduce pool.
License Governance · Today
7 active trials require evaluation
Dynamics 365 and Microsoft trials active. Decisions required within 30 days.
License Governance · Today
Dynamics 365 Team Members — over-assigned
1 user assigned beyond available licenses. Add 1 seat or remove an assignment.
License Governance · Today
License snapshot
$142K
Monthly spend
$221K
Annual savings opp.
82%
Avg utilization
5
Needs review
Top licenses by cost
Utilization rate
M365 E3 (997 seats)
90%
Office 365 E1 (907 seats)
88%
Entra ID P2 (1,585 seats)
0%
Teams Audio Conf.
1.5%
M365 Copilot (100 seats)
65%
Recent documents
📋
IT Security Policy
Updated Apr 2026
›
🔒
PCI DSS 4.0 Controls
Updated Mar 2026
›
📞
RingCentral SOP
Updated Mar 2026
›
☁️
Azure IAM Runbook
Updated Feb 2026
›
🖥️
AV Systems Standard
Updated Feb 2026
›
Security status
SentinelOne
Endpoint protection active across all managed devices.
ProofPoint
Email security and phishing protection operational.
BigFix
Patch management running. Last cycle: Apr 7.
Entra ID Migration
P2 license assignment plan pending. Est. ~$114K impact.
IT team
DP
Doni Perry
Chief Information Officer
doni.perry@foundationpartners.com
FS
Fred Solano
VP, IT Security
fred.solano@foundationpartners.com
MU
Michael Upright
VP, Innovation & Data
michael.upright@foundationpartners.com
EJ
EJ Marino
Sr. Director, Strategy & Analytics
ej.marino@foundationpartners.com
IT Controls

License Governance

Live utilization data refreshed nightly from Microsoft Graph API

Total annual savings opportunity
$221,040
Across 8 licenses with unused paid seats
Software License Dashboard
Foundation Partners Group · Nightly sync via Azure Function
Monthly spend
$142,830
$1.71M annually
Savings opportunity
$18,420
$221K annually
Avg utilization
82%
Target: 80%+
Needs review
5
Licenses flagged
Active trials
7
Require decisions
ACTIVE ALERTS
SPEND BY CATEGORY
ProductCategoryTotalAssignedUtilizationMonthly costSavings/moStatus
ProductUnused seatsCost/seatMonthly savingsAnnual savingsPriority
Governance policy checklist — Q2 2026
Knowledge Base

IT Documentation

Policies, SOPs, runbooks, and standards for the FPG IT organization

📂
All documents
24 documents
🛡️
Security & Compliance
8 documents
☎️
Telecom
5 documents
☁️
Infrastructure
6 documents
🖥️
AV Systems
3 documents
📋
IT Policies
6 documents
📖
Runbooks
4 documents
⚙️
SOPs
5 documents
People

IT Leadership Team

Contacts, responsibilities, and escalation paths

DP
Doni Perry
Chief Information Officer
Email: doni.perry@foundationpartners.com
Scope: IT strategy, budget, vendor relationships, M365 governance
Approver: License governance, major IT initiatives
FS
Fred Solano
VP, IT Security
Email: fred.solano@foundationpartners.com
Scope: Security, infrastructure, telecom, PCI DSS 4.0, license governance
Approver: Security tools, new licenses, compliance controls
MU
Michael Upright
VP, Innovation & Data
Email: michael.upright@foundationpartners.com
Scope: Data platforms, Microsoft Fabric, Power BI, AI initiatives
Approver: Analytics tools, AI/Copilot rollout, data governance
EJ
EJ Marino
Sr. Director, Strategy & Analytics
Email: ej.marino@foundationpartners.com
Scope: Strategy, analytics reporting, executive dashboards
Approver: Reporting tools, analytics platform decisions