Evan 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
·
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KnowBe4 migration plan
KnowBe4
KnowBe4 selected as the replacement security awareness training platform; transition to be accelerated immediately with a target completion within two months.
Jun 18, 2026
·
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Copilot voice and dictation options
Microsoft Copilot
Copilot 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
·
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Christi has a new kitten named EFA - black, 2 lbs, 6 weeks old
Christi Brown
Christi 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
·
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Power Automate standard connectors included at no cost
Microsoft Power Automate
Core standard connectors including Outlook, Teams, SharePoint, OneDrive, Excel, and Forms are free under basic enterprise Microsoft plans.
Aug 27, 2026
·
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Westwood Financial key contacts
Westwood Financial
Brett and Casey (CEO) are the primary contacts driving the inbox assistant request; both urgently requesting the solution and are initial rollout users
Aug 11, 2026
·
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EOS 4/9: Hudu Migration, Password Policy, SmartDispatch, Irongate SOPs
—
Hudu 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
·
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Christi Brown Agent Count
Christi Brown
Christi Brown was recognized in-session at the July 2025 AI Community of Practice for running 54 agents
Jul 30, 2026
·
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Answer Connect - Jam Queue Call Forwarding Concept
Answer Connect
A 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
·
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Power Automate advanced backend configuration options
Microsoft Power Automate
Complex 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
·
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Anzor title change to CVO
Anzor
Anzor was named Chief Visionary Officer (CVO) of Crimson IT as of June 3, 2026.
Jun 5, 2026
·
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SCHARP RMM/MFA Timeline and Cost Savings - April 21 Update
Christi Brown
RMM: 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 Role
Julie
Julie is assigned co-host for both Copilot training sessions so meetings and recordings continue if Christi exits early.
Aug 29, 2026
·
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AbilityFirst Training Location
AbilityFirst
The 05-19-2026 Excel training session was held at the Fair Oaks location.
Jun 5, 2026
·
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Concur SSO - Optional Rollout
Concur
SSO 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
·
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Opening Graphics Standard
Christi
Christi 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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Starlink arrival at camp
Starlink
Starlink equipment reportedly arrived at camp on 2026-07-27 but has not yet been installed or connected as of 2026-07-28.
Jul 28, 2026
·
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Training Delivery Model Pivot
Christi
Crimson IT has shifted from live Zoom/Teams training sessions to purpose-built asynchronous recorded modules due to chronic low client attendance; edited recordings are preferred over raw captures.
Aug 25, 2026
·
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Verizon One Talk phones have LTE for outage resilience
Verizon One Talk
One Talk phones can be LTE-connected, maintaining service with battery backup during internet or power outages. Advantage over purely Teams-based solution.
Jun 5, 2026
✓
—
Alere project key contacts
Alere
Giancarlo Foppiano is leading the project for Alere. Kenny Yoon holds the Chief Flogger title. Business stakeholders include the executive sponsor, Kenny, and Daniel. PEC team is based in Chicago and involved in ownership.
Jun 5, 2026
·
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SharePoint and Claude integration workflow
Christi
Christi links SharePoint project folders to client folders so Claude can access centralized data when generating client deliverables.
Jun 6, 2026
·
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Copilot data access: OneDrive permissions boundary
Microsoft Copilot / OneDrive
OneDrive permissions govern Copilot visibility; files on personal desktops outside shared OneDrive folders remain isolated from organizational Copilot queries.
Jul 22, 2026
·
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Security and compliance configurations in progress
Christi, Gabby
Active security work includes sensitivity labels, conditional access policies, retention policies, and Global Relay journaling for client Copilot deployment
Jun 18, 2026
·
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Confirmed Invoice Amount at New Rate
Eldridge Aker Partners
An invoice of $352.34 reflecting the $1.95 per unit cost was confirmed by Christi during the call, evidencing the pricing increase post-migration
Aug 28, 2026
·
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Defense Six Web Filtering Rollout
Crimson IT Cybersecurity Team
Major project underway to enable Defense Six web filtering across all clients.
Jul 29, 2026
·
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Copilot model selection
Microsoft 365 Copilot
Copilot supports model selection between Claude (Sonnet or Opus) and ChatGPT; an auto setting is available along with think-deeper and quick-response modes
Aug 3, 2026
·
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Hosted MCP servers emerging
OpenAI ChatGPT
Hosted MCP server options are emerging; ChatGPT-hosted MCP was noted as an example, reducing infrastructure burden for teams with limited IT bandwidth.
Aug 11, 2026
·
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AV/EDR check - no blocks found
Microsoft Defender / Contras
Investigation with Sean found no blocks in Contras or Microsoft Defender related to the Makibus Excel load failures as of 2026-05-21.
Jun 5, 2026
·
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Live scan appointment confirmed
Christi
Christi scheduled and confirmed a live scan appointment for July 22, 2026 at 8:45 a.m.
Jul 21, 2026
·
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Anzor Resistance to Access Friction
Anzor
Anzor resists current access friction resulting from the Sinha rollout; this is a known internal resistance point relevant to GDAP rollout change management.
Jun 19, 2026
·
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Microsoft nonprofit licensing in place
Client
Client holds existing Microsoft nonprofit licensing; conference rooms already have Teams-integrated devices; favors Teams for telephony unification.
Jul 28, 2026
·
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Whisper Flow compliance certifications
Whisper Flow
Whisper Flow is HIPAA certified and SOC 2 compliant, making it suitable for compliant dictation workflows in regulated environments.
Aug 6, 2026
·
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Secure password sharing method
Christi
Passwords can be shared securely using a secret password generator that creates an encrypted, single-use, self-destructing link shareable via email or Teams; the link self-destructs after one view.
Jul 21, 2026
·
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Global admin password rotation
Hudu
Global admin account passwords sourced from Hudu are being rotated; this can break Power Automate flows which require manual sign-in and re-authentication to fix
Jul 22, 2026
·
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Endpoint Configuration Reminder
Crimson IT Project Management
Always configure the endpoint in project and service tickets for future reference; this is a standing operational requirement.
Jun 5, 2026
·
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Client subscription cleanup
Crimson IT admin team
Admin team is identifying and migrating remaining client subscriptions still charged to the company card
Jul 22, 2026
·
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Conference sponsorship cost example
Internal
Conference sponsorships can reach $10,000 or more; value and ROI are being formally revisited before future commitments are made
Aug 28, 2026
·
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SCHARP - Box still active for clinical PHQ9 data
Pratiksha Yadav
Box notifications still flowing 4/22. Pratiksha invited collaborator to PHQ9_ActiveClients_AllPrograms file. Box remains in active clinical use despite 1400/mo cost. Migration planning needed.
Apr 22, 2026
·
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Claude - corporate data training policy
Claude (Anthropic)
For corporate accounts, Claude does not use company data to retrain its models.
Jul 23, 2026
·
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Azure PEC - required role options
Sherweb
To enable PEC and support, Sherweb must be granted roles in each Azure tenant. Option 1: Owner permissions (full PEC eligibility and support). Option 2: Reduced roles combining Quota Updater, Support Request Contributor, and Reservations Administrator.
Jun 16, 2026
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Inbox/Calendar Automation App - Development Investment
Christi Brown
Christi built the application on a Microsoft/Azure backend with approximately 300 hours invested; a packaged deployment is ready for installation into a client Microsoft tenancy
Jul 21, 2026
·
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IT survey results May 29 2026
SCHARP / Basma staff
Anonymous survey sent May 29, 2026 received five responses. Four rated 5 out of 5. One rated 2 out of 5 citing desire for faster IT help desk responses with no additional specifics provided.
Casey from AF is in Japan as of May 26, 2026, causing meeting cancellation. Speaker 1 also unavailable week of June 8 due to vacation.
Jun 5, 2026
·
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Anderson wireless support transition
Anderson Group / Vince
Wireless support for Anderson is transitioning to a new arrangement at end of August; Vince is leading the walkthrough with Kevin and Gabi.
Aug 27, 2026
·
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C-Bus raw unsafe code execution risk
C-Bus application
A low-risk finding related to execution of raw unsafe code exists in C-Bus. Currently constrained but assessed as potentially significant if related code changes in the future.
Jun 5, 2026
·
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n8n plus Claude Teams automation architecture
n8n / Claude Teams
Inbound email triggers n8n, which sends the message to Claude Teams for classification into respond, delegate, informational, or forwarded categories with urgency tagging. Outputs drive color-coded inbox labels, auto-filing of items older than two weeks to client folders after review, and daily and midday digest summaries.
Jun 18, 2026
·
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Forward slash file referencing in Copilot
Microsoft 365 Copilot
Using the forward slash in Copilot chat or prompts allows users to reference specific files, meetings, or documents to anchor responses and prevent blending of duplicate or similarly named sources
Aug 3, 2026
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Cloud Teams licensing tiers
Cloud Teams / Anzor
Licensing tiers are $25/month per user (initial), $100/month per user (upgrade), and $200/month per user (highest tier). Licensing managed through Anzor; approximately half of users may need the $100 tier.
Jun 17, 2026
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LastPass rollout scope decision
AbilityFirst ELT
Leadership decided to deploy LastPass to ELT and directors and above only at this stage, approximately 14 users, citing rising frequency of targeted attacks at that tier. 25-user quote requested for headroom.
Aug 19, 2026
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Lion new CFO interest in Plaud
Lion
Lion has a new CFO who is interested in the Plaud offering, representing a sales and training opportunity including setup services.
Jul 24, 2026
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Verizon plan structure
Michuan
Client has 168 individual device payment agreements with Verizon, not a single contract. Finance department has been mischaracterizing these as one contract, causing budgeting and tracking issues.
Jun 5, 2026
·
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Copilot Training Schedule
Internal
Two-day Microsoft 365 Copilot training scheduled for Thursday September 4 (9:00-10:15, with 10:15-10:30 staff debrief) and Friday September 5 (open, extended duration possible).
Aug 29, 2026
·
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CrowdStrike current status
CrowdStrike
CrowdStrike is currently in place at the client for endpoint protection as of the June 2026 security stack review.
Jun 18, 2026
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Foundation primary functions
Foundation
Foundation focuses on educator training (principals and teachers) and alumni communications; it does not handle grants, contrary to an earlier assumption.
Sep 2, 2026
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Sergio Process Efficiency Analysis
Sergio
Sergio is conducting ongoing analysis of internal processes to identify efficiency gains; confirmed on track as of 2026-07-21
Jul 21, 2026
·
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Len Egger legal fee classification
Len Egger
Legal fees associated with Len Egger should be classed under HR/Legal with business purpose noted as Thea Luck settlement.
Aug 12, 2026
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LastPass deployment model
AbilityFirst
AbilityFirst will use a single org-wide LastPass instance managed under Crimson for easier cross-board administration. Shared-vault model confirmed.
Aug 19, 2026
·
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Cassandra scheduling preference
Cassandra
Cassandra uses a self-service booking link for scheduling meetings
Jun 5, 2026
·
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Dual internet setup practice
Speaker 1
Speaker 1 is adding AT&T fiber alongside existing Spectrum service to create a dual-internet redundancy setup.
Jul 28, 2026
·
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Bonusly recognition tool
Bonusly
Bonusly is a staff recognition platform where employees give points to colleagues that can be redeemed for rewards such as gift cards. It carries a cost and is under evaluation for adoption.
Jul 21, 2026
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Arc Capital - SEC RIA Registration Active (May 2026)
Arc Capital Partners
Arc Capital is actively pursuing SEC RIA registration as of May 2026. Confirmed by Neville Rhone Jr in writing (ODD response: This is being incorporated into our revised policy as part of the SEC registration process under way). All policy work must be SEC-RIA-grade. Drives: Rule 206(4)-7 compliance program, Rule 204-2 books and records, Rule 204A-1 Code of Ethics, Reg S-P privacy and cybersecurity safeguards. Examination expected within 12-24 months of registration.
May 5, 2026
✓
Source: Arc Fund II ODD email thread 2026-05-05
Critical strategic context - all Arc IT deliverables must support SEC registration posture.
After-hours support rotation week 35
Bogdan / Gabi
Bogdan is primary after-hours support and Gabi is backup for week 35 of 2026.
Aug 27, 2026
·
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CoWork Agent capabilities and status
Microsoft Copilot CoWork Agent
CoWork is out of preview and operates on a pay-as-you-go subscription. It allows users to hand off an entire job to AI, which plans and executes the work autonomously. It completes approximately 70% of a task; the user owns the final 30%. Not all users currently have access.
Aug 18, 2026
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Copilot Chat capabilities
Microsoft 365 Copilot Chat
Copilot Chat supports meeting preparation via forward slash file selection, concurrent multi-chat sessions, file discovery by content description, people lookup with sourced contact details, and can surface legacy system access information; occasional chat failures occur.
Aug 11, 2026
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VLAN visibility confirmed for future CMMC effort
Avalon
Ryan tested and confirmed devices on separate VLANs are visible. This will be important for the future CMMC effort at Avalon.
Jun 5, 2026
✓
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Multi-vendor quote policy
Crown Housing
Company now requires multiple quotes from different vendors and brokers before selecting any service provider.
Jun 18, 2026
·
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Copilot availability and app preference
Microsoft 365 Copilot
Copilot is available in OneNote in addition to the core M365 apps; users should prefer the Microsoft 365 Copilot app over the Windows Copilot app; if the Copilot button is missing restart the application or contact support
Aug 3, 2026
·
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Power Automate client interest
Anderson Group / Arc
Anderson Group and Arc have both requested a Power Automate basics training session; use cases discussed include document filing from e-sign tools and automated reminders.
Aug 27, 2026
·
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Microsoft Copilot file permission enforcement
Microsoft Copilot
Copilot can only search files and folders for which the user has explicit access; backend configurations can additionally prevent Copilot from accessing specific sections regardless of user permissions
Jun 6, 2026
·
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MCP v2 Ratification and Deprecation Clock
MCP Standard
MCP v2 was ratified at the July 2025 AI Community of Practice session; a twelve-month deprecation clock for existing MCP v1 connectors starts from this ratification date
Jul 30, 2026
·
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Paul Dawson motorcycle trip Black Hills South Dakota
Paul Dawson (BAFMA COP)
Paul riding motorcycle to South Dakota (Black Hills) week of June 9, 2026 - never been to the state. Will stop in Sturgis but NOT during the Sturgis event (not his jam). Riding north through Wyoming.
Jun 3, 2026
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Christi daughter graduating week of June 8
Christi Brown
Christi vacation June 8-12 is for daughters graduation week. Mix of personal plans and rest.
Jun 5, 2026
·
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Crimson IT AI competition
Crimson IT
A one-month internal AI competition is underway; staff encouraged to complete free Claude training classes via Anthropic.
Jun 5, 2026
·
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Device Age Crisis - 156 Machines Over 4 Years
Endpoint Fleet
156 of approximately 262-272 machines are over 4 years old, many unpatched. This is age-based analysis (not EOL OS-based). Approximately 50-60 laptop replacements funded, split between BAFMA and SCHARP budgets. IMPORTANT: funds are NOT cross-assignable between orgs.
Apr 16, 2026
·
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Thread Plan Cost Increase
Thread
Expanding Thread feature usage requires a plan cost increase of $20 per month, pending Ansar's approval routed through Pete
Jun 5, 2026
·
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HVAC Tracker - Low Urgency
BAFMA client team
An HVAC tracker project was mentioned but confirmed to not be under the same time constraints as the current migration project.
Aug 5, 2026
·
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Chris Park - recurring Excel load failures
Chris Park
Chris Park has experienced Excel load failures tied to the Makibus plugin at least four times.
Jun 5, 2026
·
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Concur Expense Assistant duplicate behavior
Concur Expense Assistant
Expense Assistant automatically creates cash entries when receipt images are uploaded, causing duplicates; the correct workflow is to combine the receipt-created entry with the matching card transaction and delete the duplicate cash entry.
Aug 12, 2026
·
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Nylia platform - Schedule Sync module
Nylia
Schedule Sync keeps time entries synchronized with calendar schedules, enabling more efficient ticket assignment for dispatchers
Jun 5, 2026
·
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Michuan Fleming role
Michuan Fleming
Michuan Fleming holds the dual role of COO and CPO at AbilityFirst.
Aug 19, 2026
·
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Christi EHR Access Policy - Secondary Account
Christi Brown
Christi will avoid direct EHR/PII access whenever possible. If access is unavoidable, uses a secondary account not tied to her email. This is a deliberate risk mitigation measure for the vCIO role.
Apr 16, 2026
·
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Claude Projects Feature
Claude AI
Claude Projects encapsulate reusable configurations including voice, tone, and format instructions to produce consistent outputs for recurring tasks such as monthly reports or grant emails
Jul 23, 2026
·
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Concur SSO - No Change to User Setup Process
Susanna
The optional SSO rollout requires no changes to Susanna's current process for setting up new Concur users.
Jun 5, 2026
·
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Abandoned VPN accounts on Fortigate
Fortigate
Two VPN user accounts named sidco kv and kantor chukni were created for YZT team during a past investigation and were never removed after the project ended.
Jun 5, 2026
·
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SCHARP Domain Registration - Network Solutions
Network Solutions / SCHARP domains
Network Solutions is the domain registrar for SCHARP.
Christi Brown email addresses added to account in February 2026:
- christi.brown@scharpca.org
- christi@crimsonit.com
ACTION NEEDED: Verify Network Solutions login works with christi.brown@scharpca.org.
Apr 24, 2026
✓
Source: Lorenzo Young mailbox via GAM. Should have access - just needs verification.
Keelan Clark Account Manager Coverage
Keelan Clark
Keelan Clark is the primary account manager for this relationship at OpenText/CloudAlly; Christi covered the consultation in his absence and was expected back Monday August 31 2026
Aug 28, 2026
·
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Shared Credentials Risk
Help Desk
Techs default to Sit Shared and shared credentials when scoped access is unavailable or blocked; revoking global admin without providing alternative execution paths predictably increases password sharing and shadow practices.
Jun 19, 2026
·
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Power Automate Copilot included in standard accounts
Microsoft Power Automate
Basic Copilot assistant capabilities are included in standard Power Automate accounts at no additional cost.
Aug 27, 2026
·
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Microsoft Agent in a Day training resource
Microsoft
Microsoft offers an 'Agent in a Day' digital training and related Copilot documentation as learning resources for custom agent development.
Jul 22, 2026
·
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SCHARP Website Infrastructure - Cloudflare
Cloudflare / scharpca.org
Cloudflare provides CDN and security services for scharpca.org.
Lorenzo Young access was revoked 3/26/2026.
ACTION NEEDED: Christi needs to request Cloudflare admin access from Ted Kapner / Everywhere Right Now.
Apr 24, 2026
✓
Source: Lorenzo Young mailbox via GAM. Risk: No current Crimson admin access to Cloudflare.
Portable Monitor Recommendations
MSI / ASUS / InnoView
Recommended portable monitor brands for remote work; price range approximately $69-$100 per unit
Aug 27, 2026
·
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Crimson IT training video production
Crimson IT
Training videos covering Power Automate, Copilot, and other topics have been recorded and are pending marketing edits before being published to the Crimson IT website.
Aug 27, 2026
·
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Excel table auto-fill formula behavior
Microsoft Excel
When data is formatted as an Excel table, entering a formula in one cell of a column automatically fills the formula for all other rows in that column.
Jun 6, 2026
·
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Claude interface types: Chat, CoWork, Code
Claude AI
Claude Chat does not support easy backup or cross-device sync. CoWork supports native backup of projects and tasks. Claude Code offers superior file manipulation and automation but lacks some Chat-only features, requiring users to switch between interfaces.
Aug 18, 2026
·
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Dawn - Foster Youth Status
Dawn
Dawn is likely in foster care. Foster youth liaisons at the district level and ESSA provisions may provide educational stability accommodations and on-time graduation supports.
Aug 4, 2026
·
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Copilot Google Workspace connector
Microsoft Copilot
Copilot can connect to Google Docs and Google Calendar via a connector. Compatibility with Google Slides is unconfirmed.
Jun 5, 2026
·
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AF staff do not realize downloads folder is not synced
AF Staff (general pattern)
Christi explicitly called out that the Downloads folder does NOT sync to OneDrive. If staff save to Downloads, AutoSave will not work and files are not backed up. Documents, Desktop, and Pictures sync by default. This is a common pitfall - staff may save to Downloads out of habit.
May 12, 2026
✓
Source: AF Word Training 2026-05-12. Risk: data loss if laptop dies with files only in Downloads.
Copilot third-party connectors available
Microsoft 365 Copilot Agents
Copilot agents support connectors for Asana, HubSpot, and Salesforce; Yardi and MRI connectors are not currently available.
Aug 6, 2026
·
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Ability First invoice payments
Ability First
A 40,000 down payment was made on 2026-01-13 and approximately 42,000 to 43,000 was paid on 2026-02-13; both invoices are closed as paid
Jun 6, 2026
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Ability First HQ bandwidth upgrade
Ability First / Meraki
Bandwidth was upgraded approximately one week before 2026-05-19 but observed speeds are around 20 Mbps up/down against an expected 100 Mbps; Meraki configuration review is needed