Knowledge Base

1,603 records

SubjectTypePerson or SystemClient/TrackDetailSourceDate CapturedPromote to HuduNotes
Verizon Teams integration costs /line to push numberVerizonFor Teams integration, users must have a Verizon phone number. Cost is per line to push the number to Teams.Jun 5, 2026
Leon vacation Greece June 2026Leon (BAFMA COP)Leon going to Greece for PTO week of June 9. Athens for 4 days then islands. Wife is the planner - Leon gets memo before leaving. First time son (18) staying home alone for summer school - ring cameras everywhere.Jun 3, 2026·
Concur billing access path via SalesforceConcurTo access Concur billing and invoices, navigate to the top-right question mark icon, select Contact Support, which redirects to Salesforce; use the Paid bills section and status dropdowns to locate invoices by period.Aug 12, 2026·
IT Glue to Hudu migration complete - access ends June 10Crimson IT DocumentationIT Glue to Hudu migration cutover complete as of June 1-2, 2026. IT Glue access shut off for most people. Olivia, Pete, Monty, Anton, Vince have remaining access for exports. Subscription ends June 10.Jun 3, 2026
CloudAlly Box Backup Billing Model ChangeCloudAlly / Secure Cloud platformEldridge Aker Partners was migrated from an annual prepayment unit-based plan (~$1.70 per 10 GB unit) to a month-to-month plan on the Secure Cloud platform around May-July 2026, resulting in a per-unit price increase to $1.95 and approximately 50% higher invoicesAug 28, 2026·
Christi training content scopeChristiChristi produces client-facing training materials covering AI, Power Automate, Word, and Excel; she has been using a branding book and custom slides and wants to standardize with official templates before recording additional videos.Aug 27, 2026·
401k Transfer to EmpowerEmpowerCrimson IT's 401k is transferring to Empower; expected fully complete for all employees by August 1, 2026.Jul 29, 2026·
AI use in HR screening limitationsMicrosoft CopilotAI can summarize transcribed candidate interviews to provide a gut check on technical skills and rank candidates against defined criteria, but it cannot read emotion and must not be used for final hiring decisions.Aug 18, 2026·
Self-Service Password ResetInternal ITAutomation and self-service password reset options are being explored; implementation planned for post-Microsoft migration.Aug 3, 2026·
Claude Co-work mode capabilitiesClaude / AnthropicClaude Co-work mode runs multi-step tasks in a private VM on the user's computer; requires the Claude desktop app with VM enabled; useful for creating training materials, reorganizing folders, and scheduling automated tasks.Jun 5, 2026·
SCHARP partial Microsoft adoptionSCHARPUsers currently use Outlook for Google Mail on computers and Gmail on mobile; SharePoint and compliance are already set up; some users have E3 licenses and use Power BI.Jun 16, 2026·
Copilot security posture at AlereMicrosoft 365 CopilotCopilot operates within Alere's Microsoft tenant, inherits existing user permissions and sensitivity labels, never trains public models on Alere data, and cannot access content the user does not already have rights toAug 3, 2026·
OpenAI Team Plan Billing FailureOpenAIThe OpenAI Team plan failed to auto-renew due to a payment issue. Resolution requires updating payment info at pay.openai.com.Jul 21, 2026·
Arc LastPass deploymentSeg / ArcLastPass is being deployed to all Arc users; feedback is to be submitted via tickets.Aug 27, 2026·
Georgie AI chat tool - Scharp rolloutScharp / Crimson ITGeorgie AI chat support tool was expected to roll out to Scharp employees within a few weeks of the 05-21-2026 training.Jun 6, 2026·
New Level 1 technician hiredAdrianAdrian has joined Crimson IT as a new Level 1 help desk technicianJun 17, 2026·
Python Enablement BlockerSecurity Team / MarkPython enablement for Mark is pending security team completion, currently delayed by prioritized Microsoft Patch Tuesday updates.Jul 23, 2026·
Transcription tool recommendation - PlaudPlaudConsultant recommends Plaud over Otter and Fireflies for transcription accuracy; cited high accuracy in noisy environments, reliable speaker name recognition, and HIPAA certificationAug 5, 2026·
Scharp AutoSave timelineScharpScharp is expected to gain Excel AutoSave functionality (via cloud storage integration) before end of 2026.Jun 6, 2026·
GoTo nonprofit pricingGoToGoTo nonprofit pricing is $12.95 per seat and includes mobile app and softphone; Teams integration is available through GoTo.Jul 28, 2026·
ConnectWise fixed fee to product conversion bugConnectWiseA known system anomaly causes fixed fees to sometimes convert into products, which can double the project amount on the invoicing board or misclassify labor as a product; deleting the erroneous product entry corrects the displayed amount.Jun 16, 2026·
ACH payment processing timeCrown HousingACH payments take 2-3 days to process due to an internal fraud verification step.Jun 18, 2026·
Thread Platform Feature StatusThreadThread notifications and features were disabled internally to reduce noise overload; they were never re-enabled after ConnectWise notification issues were resolved, leaving automation and reporting capabilities unusedJun 5, 2026·
Beta Bionics - growth plans 200-300 hires, wants AutoElevateShawn McWilliamsShawn shared growth plans: possibly hiring 200-300 people before year end, 100 hires over summer. Interested in AutoElevate to clean up local admin rights (everyone currently has local admin). Receptive to discussing operational budget if BB leverages Crimson beyond just security.Apr 22, 2026·
C-Bus Content Security Policy configurationC-Bus applicationC-Bus CSP is currently configured to log only and does not block. This leaves a potential vulnerability if an injection vector is introduced.Jun 5, 2026·
Claude AI Tool UsageClaudeClaude is considered a powerful AI tool; Christi uses it frequently for Crimson work and it is a leading candidate for SCHARP approval.Aug 31, 2026·
Copilot Agent creation best practicesMicrosoft CopilotLimit Agent knowledge sources to 4 to 6 representative files to maintain focus; write clear instructions treating the agent like a new hire with specific role, format, and tone guidance; apply the honesty rule; test output against a previously completed manual task.Aug 5, 2026·
Recurring IT training planSCHARP / Basma staffChristi plans monthly or bi-monthly standard trainings covering Google Workspace, Excel, and Word for all SCHARP and Basma employees. Excel training already held with good SCHARP attendance.Jun 6, 2026·
Global Relay journaling dependencyGlobal RelayExplicit validation of Global Relay journaling is a Phase 1 deliverable. Coordination with Global Relay is listed as a project risk and dependency.Jun 5, 2026·
Adobe Iron GP - Creative Cloud Pro license shortagePaul McCabe (Costa Palmas)Repeated Adobe notifications: Paul McCabe requesting AI Assistant for Acrobat and Creative Cloud Pro under Iron GP org. No licenses available. Need to purchase more or contact Adobe Sales.Apr 22, 2026·
CoWork desktop applicationCoWork / Anthropic ClaudeCoWork is a desktop application built on top of Claude from Anthropic; it assists with file management and document automation; a similar Microsoft tool is reportedly in betaJun 6, 2026·
Crimson IT tenant: external sharing restrictionCrimson IT Microsoft 365 TenantCrimson IT tenant-level restrictions prevent automatic external sharing; extra manual steps are required to share content outside the organization.Jul 22, 2026·
Key-person risk on progress billingMaggieProgress billing accuracy and execution currently depend on Maggie's tacit knowledge. No codified SOP or role policy exists, making Maggie a single point of failure. Ad hoc screen-sharing is the current error-prevention mechanism.Jun 16, 2026·
Capital LastPass deploymentCapitalLastPass deployment in progress for 16 usersJul 22, 2026·
Company-wide vendor auditCrown HousingNew C-level executives at Crown Housing have initiated a full audit of all vendors; contract terms and limitations may be requested for all active services.Jun 18, 2026·
Gaston Nguyen birthday (SCHARP team)Gaston NguyenBirthday thread in SCHARP Gmail around 4/21-4/22. Note for contact record.Apr 21, 2026·
Copilot licensing pricingMicrosoftTypical Copilot licensing is approximately $25 to $30 per user per month; Microsoft pricing was recently adjusted as of June 2026Jun 18, 2026·
KnowBe4 Training Completion RateKnowBe4Monthly KnowBe4 training completion is at 60%; incomplete training negatively impacts the company security score.Jul 29, 2026·
Westwood - Claude Setup CompleteWestwoodWestwood is fully set up with Claude as of late July 2026; training needs are still being determined via Brett.Jul 28, 2026·
SCHARP - CybeReady RENEWED Dec 2025/Jan 2026 by Lorenzo (active)CybeReadySTATUS: ACTIVE - renewed by Lorenzo Dec 2025 / Jan 2026 after months of suspension threats. Lorenzo mailbox sweep 5/5/26 confirmed. Priority brief claim ('expired 10/2025') was wrong - contract was reinstated by Lorenzo before he departed. 7 messages in Christi mailbox - weekly engagement reports + campaign summaries through April 2026: - Weekly: 2/22, 3/1, 3/8, 3/29, 4/5 - Campaign summaries: 3/3, 4/6 Vendor contacts: Connor Wilkins, Shai Horstock. License count + cost: in PDF invoices/quotes (not extracted from email body). Decision still needed: keep + transition to Crimson SAT, or kill + replace.May 5, 2026·
Counted Doors websiteChristi BrownChristi runs a website called Counted Doors designed to support foster parents.Aug 27, 2026·
Cross-Client: AF Leadership + Dr. Barbour Lunch (April 2026)Michuan Fleming, Sergio, Dr. Barbour, Erin Hill, Crystal OlivoMichuan and Sergio (AF) want to meet Dr. Barbour (SCHARP CEO) to pick his brain on how he built the organization. Dr. Barbour agreed. Lunch planned for sometime in April 2026. Jessica Crawford (SCHARP, jessica.crawford@scharpca.org) coordinating Dr. B's schedule. Erin Hill (COO) and Crystal Olivo (CPO) from SCHARP may attend. Christi connected Michuan and Jessica via email 4/8/2026. Christi bribed Jessica with Dove chocolates.Apr 8, 2026·Charl and Bekker both need to know about this. Cross-client relationship building between AF and SCHARP leadership. Not billable — relationship investment.
Copilot intern analogy and human oversightMicrosoft CopilotCopilot is compared to an intern that gets users approximately 70 percent of the way to a finished product; the remaining 30 percent requires human review, editing, and validation.Aug 5, 2026·
Copilot two access pointsMicrosoft CopilotCopilot has two primary access points: in-app Copilot grounded on the currently open file, and Microsoft 365 Copilot Chat at office.com for searching across all user files and data.Aug 5, 2026·
Copilot training series structureCrimson ITCrimson IT runs a four-week Microsoft 365 Copilot training series for clients; Session 1 covers safe basics across Outlook, Word, Excel, PowerPoint, and Copilot Chat; Session 2 covers advanced prompting; a third session is scheduled for early September 2026.Aug 11, 2026·
Casey prior Outlook rule failure modeCaseyCasey previously relied on static Outlook auto-forwarding and rules, which created blind spots and missed critical emails. The new hybrid stack is designed to replace that approach with agent-driven validation and accountability scaffolding.Jun 18, 2026·
Avalon web server connected to ERP, security functions not enabledAvalonMatt from Avalon web server team noted some security functions were not enabled. Mike recommended third-party pen test before making changes given servers connection to ERP. Previous pen test was 14 months ago.Jun 5, 2026
Westwood Financial inbox assistant architectureWestwood FinancialInbox assistant will be deployed within Westwood Financial Microsoft tenancy using Crimson AI Foundry; AI functions such as high-priority email identification powered by Claude; app processes only first 1000 characters of email for compliance; SOC 2 Type 1 compliance targeted for next year; initial rollout to Casey (CEO) and Brett onlyAug 11, 2026·
Barker - Teams Migration Pre-WorkBarkerBarker is holding off on signing additional agreements because pre-project work for a Teams migration is currently underway.Jul 28, 2026·
Alere project success criteriaAlereProject is considered successful when security posture findings are mitigated, all sensitivity and DLP and retention policies are active, Copilot is fully enabled including on mobile, and a Copilot adoption baseline is established.Jun 5, 2026·
Claude - PII file scanning behaviorClaude (Anthropic)Claude can scan accessible files and identify which contain PII but will not expose the specific PII data within them. It does not retain information after scanning.Jul 23, 2026·
Potential New Client Go-LiveCrimson IT OperationsA significant potential new client deal is expected to go live the week of August 10, 2026; preparations are in progress.Jul 29, 2026·
SEC Documentation FrameworkEldridge / SECTabletop exercise documentation is based on a 25-requirement SEC framework; some documents are required and others are nice-to-have.Jun 5, 2026·
Hiring system admin to enable AI build-outInternalA participant noted that hiring a system administrator to offload operational tasks is being pursued specifically to free up bandwidth for AI build-out work.Aug 11, 2026·
Hi-Tech Resources holding SCHARP site hostage - no Brivo accessHi-Tech Resources / SCHARP Access ControlHi-Tech Resources handles 2 SCHARP/BAFMA sites while ADT handles 4 sites. Hi-Tech is not providing system access despite same Brivo platform. Cannot add anyone to the site. Christi waiting on Dr. Barbour to sign ADT quote to resolve. Hi-Tech decision has been made - they lost to ADT. From 04-21 IGP/Claude meeting.Apr 22, 2026·
Starlink issue dependency on GregGregResolution of the Starlink issue is blocked pending a response and firm date from Greg; Sergio is the primary external stakeholder tracking this.Aug 12, 2026·
AF interpersonal friction: Alma, Jessica, Kiarabell, ChaseAbility FirstCross-team interpersonal friction (Alma, Jessica; firmness with Kiarabell; performance coaching of Chase) escalating around role clarity. Increases likelihood of triangulation and narrative distortion if roles/records not tightened.Jun 5, 2026·
Ms. Raahi billing contactsMs. RaahiBilling contacts for Ms. Raahi are Charl and Russell.Jun 5, 2026·
Website feature clarity issuePetePete observed that the Crimson IT website has multiple features whose purpose is not clearly defined; a dedicated review with April and Pete is plannedAug 28, 2026·
Copilot image generation: ChatGPT outperforms CopilotMicrosoft Copilot / ChatGPTFor image generation tasks, ChatGPT currently outperforms Microsoft Copilot, though Copilot can still produce useful results.Jul 22, 2026·
Tally DCFS locationTallyTally is located in SPA (Special Projects Area) 2 within the DCFS system.Aug 27, 2026·
Copilot Studio rollout modelInternalCopilot Studio is being deployed via a train-the-trainer approach where departmental champions build and share agents; an internal Azure chat tool with broad access is the platform.Aug 11, 2026·
Leadership Coalition for Team ProtectionChristi, Crystal, leadership teamWhen a team member faces political risk from a senior figure, Christi's approach is to proactively coordinate the entire leadership team into a unified protective front before any confrontation occurs.Jul 31, 2026·
Phased AI rollout planCrimson IT / ClientRollout is phased: one-month pilot for primary contact starting around August 19, 2026, followed by full organizational rollout and staff training in September 2026.Aug 12, 2026·
Power Automate premium license is per user and covers all flows created by that makerMicrosoft Power AutomateA single premium per-user license allows the licensed maker to create unlimited flows, and their license covers execution costs for all non-maker users who interact with those flows.Aug 27, 2026·
Ability First cabling infrastructure statusAbility FirstCrimson's cabling tasks are complete but the project is off track due to low-voltage vendor issues; a vendor pivot may be requiredJun 6, 2026·
Maggie role as progress billing authorityMaggieMaggie is the de facto authority on progress billing mechanics and is informally referred to as the project billing queen. Her tacit knowledge is the current primary control; her absence would materially increase error risk.Jun 16, 2026·
Progress invoice project reference fieldConnectWiseThe project reference on a ConnectWise progress invoice appears only in a specific area that clients and internal staff may overlook; the bottom comment section is the preferred and accessible field for adding the project name.Jun 16, 2026·
Alere project #2695 - billing detailsAlereAlere project #2695 is a fixed-fee, one-time professional fee engagement totaling 30,800; it is eligible for progress billing with 50% (15,400) billed as of this session. Client prefers staged payments.Jun 16, 2026·
WhisperFlow for DictationWhisperFlowChristi recommends WhisperFlow as a high-accuracy dictation tool as an alternative to typing AI promptsJul 27, 2026·
Kotsen AI training scopeKotsenKotsen AI training began 2026-05-19 and covers both Microsoft Copilot and Claude; client has not yet selected their preferred AI platform; policy will be distributed for signatures after trainingJun 5, 2026·
Chris Huang 4/9: Claude Projects, Connectors, Capacity at Arc CapitalArc Capital (Chris Huang SVP). Claude tokens can't be pooled between users. Enterprise requires 25 seat minimum (Arc probably doesn't qualify). Capacity pause issue: usage vs outage during peak hours (7-11am). Connectors can't be admin-forced (GDPR/CCPA). Each user must opt-in. Claude Projects chats require manual sharing, no auto-share. Miles is heaviest Claude user, TJ second. Neville should be CC'd on AI comms. Action: Send Claude tips email to all Claude-using clients. Meraki license expires in 6 days. MCP consent expired today (4/9).Apr 9, 2026·
Base44 account collision behaviorBase44Base44 invitations can become invalid due to overlap or overwrite behavior between a personal and a work-related account; prior login does not guarantee current project accessJun 18, 2026·
Spectrum bill itemization workflowSpectrumSpectrum consolidated bill must be itemized between phone and internet before allocation; phone portion is split 50/50 between Jham and East LA centers; save allocations as favorites for reuse.Aug 12, 2026·
YubiKey hardware security keysAbilityFirstYubiKey hardware security keys identified as a planned security investment for AbilityFirst; to be included in next fiscal year budget request.Aug 19, 2026·
Internet redundancy plan at campErinApproved plan is to retain existing Frontier Fiber and add Starlink as a backup solution for the camp location.Jun 18, 2026·
Training Co-FacilitatorJohn WilderJohn Wilder assisted Christi Brown in facilitating the Karney AI foundations training seriesJul 27, 2026·
Dropbox and subscription password distributionDropbox / SusannaSusanna distributed passwords for Dropbox and other subscriptions via email to enable receipt access for expense reporting.Aug 12, 2026·
Copilot UI change requiring training asset refreshMicrosoft CopilotNew Copilot UI shipped May 28, 2026; required reshooting of training videos and screenshots; feature changes occur potentially monthlyJun 18, 2026·
SCHARP - SonicWall support EXPIRED 3/17/26, no vendor replySonicWallSTATUS: CRITICAL - support contract expired 3/17/26 and there is NO SonicWall reply in mailbox. Christi sent 'Support Renewal Quote Request - 6 Appliances, SCHARP' to hello@sonicwall.com on 3/10/26 (msg 19cda824d9915a33). Zero response found. Devices in scope: - 5x SonicWall TZ350 - 1x SonicWall TZ500 (6 appliances total, all deployed across SoCal locations) Plan requested: 1-year support renewal for all 6. SMA 410 VPN (priority brief item) NOT mentioned in this email - only TZ350s + TZ500. Verify SMA 410 status separately. DISPOSITION UNCLEAR: Either renewal happened off-platform (LT Tech / Armen / Crimson IT) or appliances are running unsupported. Confirm immediately - this is a HIPAA risk.May 5, 2026·
Copilot green shield indicator means enterprise data protection activeMicrosoft CopilotThe green shield indicator in Copilot signifies enterprise data protections are active. Microsoft does not train public models on organizational data. Users should verify shield before handling sensitive data.Jun 5, 2026
Ada Triage CapabilitiesAdaAda triages emails, files to folders, manages follow-ups, drafts replies, and can create rules viewable and toggled by users; senders can be marked as subscriptions and unsubscribed.Aug 13, 2026·
ConnectWise on personal Apple phone security riskSCHARP staff memberConnectWise was installed on a SCHARP staff member's personal Apple phone; flagged as a security risk for potential exposure of emails, passwords, and sensitive data; immediate uninstall and credential review directed.Jun 16, 2026·
Claude model selection: Opus for deep, Sonnet for general, Haiku for shortClaude AIClaude models: Opus for deep/complex tasks, Sonnet for high-powered general work, Haiku for short tasks. Adaptive Thinking available for complex prompts. Start new chats per topic to avoid context bleed.Jun 5, 2026
Evan - No Cloud LicenseEvanEvan does not currently hold a cloud license, which prevents use of OneDrive or GitHub for code sharing without a licensing solution being arranged first.Aug 5, 2026·
KnowBe4 migration planKnowBe4KnowBe4 selected as the replacement security awareness training platform; transition to be accelerated immediately with a target completion within two months.Jun 18, 2026·
Copilot voice and dictation optionsMicrosoft CopilotCopilot supports voice commands on mobile and desktop; native dictation is available in Word and OneNote with headsets recommended for accuracy; external tools like Whisper Flow can be used for specialized needs.Aug 5, 2026·
Christi has a new kitten named EFA - black, 2 lbs, 6 weeks oldChristi BrownChristi acquired a new kitten named EFA on impulse over the weekend. She is completely black, 2 pounds, 6 weeks old. The cat distribution center caught her at a weak moment. Now running around the house with her other two cats. From call with Pete on 04-13.Apr 22, 2026·
Power Automate standard connectors included at no costMicrosoft Power AutomateCore standard connectors including Outlook, Teams, SharePoint, OneDrive, Excel, and Forms are free under basic enterprise Microsoft plans.Aug 27, 2026·
Westwood Financial key contactsWestwood FinancialBrett and Casey (CEO) are the primary contacts driving the inbox assistant request; both urgently requesting the solution and are initial rollout usersAug 11, 2026·
EOS 4/9: Hudu Migration, Password Policy, SmartDispatch, Irongate SOPsHudu migration due 4/10. Christi 99% done. Dima, George, Robert need extensions. Olivia tracking. AF password policy: Moving from ability123$ to passphrases. Board-level concern. Terry flagged as challenge. SmartDispatch: Pod groups not attached to correct companies, causing random ticket assignments for Pepe/Dima. v2.0 coming in weeks (Zervive, AI integration). Christi spent 220h on v1. Irongate: Grant building Atlas Assistant via vibe coding. App Developer role granted. Best practice: plan before vibe coding. Yanis: New L1, started this week, device compliance issues.Apr 9, 2026·
Christi Brown Agent CountChristi BrownChristi Brown was recognized in-session at the July 2025 AI Community of Practice for running 54 agentsJul 30, 2026·
Answer Connect - Jam Queue Call Forwarding ConceptAnswer ConnectA proposed workflow would forward unanswered calls from jam queues to Answer Connect, including during business hours, to ensure all calls reach a live person.Aug 12, 2026·
Power Automate advanced backend configuration optionsMicrosoft Power AutomateComplex flows can be configured with Run After Settings (continue after step failure), Concurrency Control (manage loops over multiple items), Retry Policies (auto-retry failed external connections), and Environments (isolated sandboxes for testing before production).Aug 27, 2026·
Anzor title change to CVOAnzorAnzor was named Chief Visionary Officer (CVO) of Crimson IT as of June 3, 2026.Jun 5, 2026·
SCHARP RMM/MFA Timeline and Cost Savings - April 21 UpdateChristi BrownRMM: 288 machines deployed, ~100 failed via LogMeIn push. Robert/Gaston finishing. Target: 99% by April 30 (commitment to Anzor). MFA: Laptop users by May 15. Trellix uninstall in progress (Sean via MMS), CrowdStrike removal next, then full AV deployment. ~$200K in cost savings freed recently. ADT fully migrated (door locks + cameras, Robert and Jason have access). Microsoft migration greenlit by Anzor (mid-Q3 to end-Q3). Box migration first (80% was Lorenzo's stale docs). DLP being set up in M365. Computer upgrades (grant): 12 BAFMA + ~40 program laptops. Docking stations being added (not purchased with original laptops by former CIO).Apr 21, 2026·From QOP Week 17 meeting. DTLA Alliance cloud team setup + tabletop exercise next week. Brivo/Hi-Tech call today for FMIS access.
Julie Co-Host RoleJulieJulie is assigned co-host for both Copilot training sessions so meetings and recordings continue if Christi exits early.Aug 29, 2026·
AbilityFirst Training LocationAbilityFirstThe 05-19-2026 Excel training session was held at the Fair Oaks location.Jun 5, 2026·
Concur SSO - Optional RolloutConcurSSO for Concur is being implemented as optional initially; users retain their existing login method and will see a Microsoft account SSO option at the login screen.Jun 5, 2026·
Opening Graphics StandardChristiChristi requires opening graphics to be added to each training module recording before it is considered final and delivered to Stephanie for publishing.Aug 25, 2026·
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