AF_Supervisors is a Distribution type group (not Microsoft 365 group) created in Exchange Admin Center; email address is AF_Supervisors; membership is closed (owners-only add, anyone can leave); external senders are permitted; owners do not auto-subscribe as members.
Jun 18, 2026
·
—
Copilot support process for Alere
Crimson IT help desk
Alere users should email the Crimson help desk with Copilot in the subject line, including the app used, the prompt submitted, and the output with screenshots. Direct emails to instructors may be missed.
Aug 5, 2026
·
—
Intune auto-sync prerequisites and config
Microsoft Intune / OneDrive
Intune can auto-mount SharePoint libraries for all users via Settings catalog using the Library ID from the SharePoint URL; requires Intune-enrolled devices, OneDrive Files On-Demand, and Windows 10 1709 or Windows 11; Group Policy and PowerShell are alternatives
Jun 15, 2026
·
—
Claude privacy setting
Claude (Anthropic)
Disabling the 'help improve Claude' setting prevents user data from being used for model training, making it safe for sensitive information. Location metadata can also be toggled off.
Jun 5, 2026
·
—
Internal Dynamics - Anzor and Pete
Christi's organization
Pete is described as bringing stability to the company. Anzor is credited with creating a supportive work environment. Katie expressed frustration at being excluded from high-level executive meetings involving Anzor and Pete.
Jul 24, 2026
·
—
Exchange Distribution List Build Path
Exchange Admin Center
GUI path for creating a distribution list: admin.microsoft.com, Show All, Exchange, Groups, Distribution list, Add a group. CLI is the standard production method; GUI was used here for team training purposes.
Jun 18, 2026
·
—
Duplicate Copilot App in Search Bar
Microsoft Copilot / Intune
Two different Copilot apps appear in the Windows search bar for PEC users. Crimson team is using Intune to remove the incorrect app.
Aug 13, 2026
·
—
Tabletop exercise history
Vince
The 2026 exercise was Jason's first tabletop with Crimson and focused on business email compromise and impactful scenarios. The prior year's exercise focused on disaster recovery and physical emergencies.
Jun 6, 2026
·
—
AF - Kathy Cobb pressing for Verizon installment data for audit
Kathy Cobb
Kathy Cobb (Accounting Manager) needs Verizon device installment details and amounts owed as of 12/31/25 for audit. Agreement is month-to-month. Has device Excel but needs effective date and completeness confirmation. Deadline pressure. Gloria Rodriguez (Verizon Sr AM) offering next-week meetings. CC: Susanna Deng, Michuan Fleming, Carl Gayden.
Apr 22, 2026
·
—
Custom AI Assistant Terminology
Copilot / ChatGPT / Claude
Custom-configured AI assistants are called GPTs in ChatGPT, Projects in Claude, and Agents in Copilot; all can be pre-loaded with specific knowledge or templates
Jul 27, 2026
·
—
Monty single point of failure in incident escalation
Monty
Monty is a single point of contact in the client's incident response chain. When unavailable, Paul contacts Sam who then notifies others, creating potential delay. Crimson has no telemetry on communications sent directly to Monty unless a formal ticket or help desk call is made. Sam is considered a reliable rapid distributor when notified directly.
Jun 6, 2026
·
—
Microsoft Copilot data privacy within M365
Microsoft Copilot
When used within a Microsoft 365 tenant, user data stays within the organization and Microsoft does not use it to train AI models; this is indicated by a green shield icon and is enabled by default
Jun 6, 2026
·
—
External sharing link expiration policy
Microsoft Excel / SharePoint
External sharing links require an expiration date of up to 30 days; passwords are recommended for confidential files.
Jun 6, 2026
·
—
Claude CoWork feature
Claude (Anthropic)
CoWork is a feature in the Claude desktop app that acts as a mini project manager. It connects to local folders (e.g., OneDrive), reads all files for project context, summarizes documents, and can outline and execute task steps. Can be configured to always ask before acting.
Jun 5, 2026
·
—
Cloud Teams identity provider
Microsoft
Microsoft is the confirmed primary identity provider for Cloud Teams SSO configuration; authentication flow validation, user provisioning, access controls, and role assignments are in scope.
Jun 17, 2026
·
—
Karney Properties - Completion Status
Karney Properties
Project for Karney Properties updated to 60% completion as of July 28, 2026.
Jul 28, 2026
·
—
Verizon 50+ user tier pricing available for AF
Verizon
AF qualifies for Verizons third pricing tier (50+ users), offering better rates than standard online pricing. As nonprofit, likely special Microsoft licensing pricing (E5) that includes Teams Phone features.
Jun 5, 2026
✓
—
Scharp Google Drive HIPAA compliance
Scharp
Scharp employees may use the company's corporate Google Drive, which is HIPAA-compliant, but not personal Google Drives.
Jun 6, 2026
·
—
Percentage complete locked by ticket-derived rules
ConnectWise
Percentage complete on a project can be locked by ticket-derived calculation rules, preventing manual edits. This is a configuration dependency that can affect progress billing visibility.
Jun 16, 2026
·
—
Bravo Admin Roster
Bravo
Three named stakeholders in the admin orbit: Christi, one elevated collaborator (kept quiet), and Robert; super admin status for the collaborator was granted discretely to reduce intra-team politics and privilege signaling.
Jun 16, 2026
·
—
SCHARP AI Policy Basis
SCHARP
SCHARP AI policy is being modeled after a policy previously written for Ability First; serves as a reusable template reference.
Aug 31, 2026
·
—
IT Budget Impact
AbilityFirst
The IT budget is down by over $100,000, which is viewed as a positive outcome of recent IT initiatives.
Jun 6, 2026
·
—
AbilityFirst BOS Initiative
AbilityFirst
A custom AI-driven Business Operating System is being built for AbilityFirst on Azure free tier, inspired by the C-BOSS concept, with costs limited primarily to potential API usage.
Jun 6, 2026
·
—
Progress billing canonical workflow
ConnectWise / Crimson IT billing process
Progress bills are created from Finance > Invoicing Board > Actions > Create Progress Bill. The billable amount is set inside the progress bill WIP step, not in the project-level Finance tab. Bill after close must be unticked. After continuing, the invoice appears in Company Finance > Invoices as type Progress and is reviewed and emailed from the preview.
Belay's approach to monitoring the employee of concern requires that deployment not appear targeted; Active Track silent install via RMM was chosen to satisfy this requirement.
Jul 24, 2026
·
—
Christi Brown assistive technology
Christi Brown
Christi uses the Whisper app for dictation due to lupus affecting her hands.
Aug 12, 2026
·
—
AI Community of Practice Operating Rules
AI Community of Practice
This external peer group operates under Chatham House rules; attendees and their organizations are deliberately not named in ConnectWise records
Jul 30, 2026
·
—
Anthropic political backlash
Anthropic
Anthropic experienced recent missteps and political backlash as of mid-2026; some participants noted shifting usage toward Grok following Elon Musk's acquisition of Cursor.
Aug 11, 2026
·
—
Cloud Teams client admin owners
Vance and Michael
Vance and Michael are the designated client-side admins for Cloud Teams; client will own ongoing licensing and user administration after initial Crimson setup.
Jun 17, 2026
·
—
IT credit card expense report process change
Christi
IT credit card purchases should be separated into individual expense reports rather than one combined monthly report, to improve tracking of items Michuan is handling.
Jul 21, 2026
·
—
Karney Firm Profile
Karney
Property-focused firm with approximately 25 staff attending AI training; roles include leasing, operations, and marketing
Jul 27, 2026
·
—
Copilot scheduled Agent execution
Microsoft Copilot
Microsoft has released a feature allowing Copilot Agents to be run on a schedule.
Aug 5, 2026
·
—
SCHARP Inbox Triage Rulebook v4
April (A.P.R.I.L.)
SCHARP Inbox Triage Rulebook v4 (2026-04-24)
RULE 1 - CALENDAR: All calendar items (OOO, new hires, events) go on BOTH Airtable calendar AND Crimson Outlook calendar. SCHARP/BAFMA events needing IT help also get a CW ticket assigned to Robert Featherstone.
RULE 2 - BILLS: Crimson bills forward to Elisa. SCHARP bills forward to Darva Coleman + AP Corp. Gmail label: Billing - Invoices.
RULE 3 - LINKEDIN: Delete immediately.
RULE 4 - SPAM: Delete immediately.
RULE 5 - VOICEMAILS: Label "VM - Voicemail" (Voicemail is reserved), archive, do NOT delete.
RULE 6 - LORENZO NOISE: Label "Lorenzo Noise", archive, do NOT delete, do NOT unsubscribe. Automated subscriptions/newsletters/surveys only. Actual vendor correspondence is NOT Lorenzo noise (see Rule 7).
RULE 7 - VENDORS: ALL SCHARP vendors are IT's responsibility. Three categories:
- Security (Brivo, ADT, CCTV, alarms) → label "Vendors - Security", surface to Christi
- IT (software, hardware, networking, cloud) → label "Vendors - IT", surface to Christi
- Facilities (building services, signage, physical plant) → label "Vendors - Facilities", informational unless IT involved
- Contract/renewal emails also get "Vendors - Contracts" label
RULE 8 - NEW HIRES/SEPARATIONS (Bridget Grisby/HR): FYI only. Calendar entries in both systems. Label "HR - Staffing".
RULE 9 - DR. JACK BARBOUR (CEO): IMMEDIATE SURFACE. Same tier as Anzor. Label "Leadership". Do NOT archive.
RULE 10 - MIKE YASUMA: Route directly (no approval) when Crimson contract/project related or account-manager-should-know. CC mike.yasuma@crimsonit.com on outbound SCHARP emails when AM should know — when in doubt, CC him.
RULE 11 - ROUTING: Apollo Diaz = DO NOT ROUTE. Robert & Gaston = always create CW ticket first. Helpdesk = round robin. Events + infrastructure = Robert.
RULE 12 - SUPPORT CASE MONITORING: Label "Support Cases". Escalate to Christi when: (1) vendor asks question needing Christi's input, OR (2) no vendor response in 24 business hours.
RULE 13 - PHISHING: Forward to security@crimsonit.com.
RULE 14 - STANDING REPLY PERMISSIONS: NONE. All replies drafted to Christi's Crimson Outlook drafts. No autonomous sending from christi.brown@scharpca.org.
GMAIL LABELS (built 2026-04-24 via GAM): Lorenzo Noise, VM - Voicemail, HR - Staffing, Vendors - Contracts, Vendors - Security, Vendors - IT, Vendors - Facilities, Billing - Invoices, Events - Outreach, Support Cases, Crimson IT, Leadership. All labeled mail archived out of inbox.
KEY PEOPLE: Jack Barbour (CEO, immediate surface), Erin Hill (HR/Ops), Bridget Grisby (HR), Apollo Diaz (DO NOT ROUTE), Robert Featherstone (events+infra+helpdesk), Gaston Nguyen (helpdesk), Darva Coleman (Finance), Mike Yasuma (Crimson AM, CC when relevant), Lorenzo Young (former CIO).
STATUS: All training questions answered. Rulebook complete. No open items.
Apr 24, 2026
·
v4 � All 4 open questions resolved. 14 rules total. Gmail label structure built via GAM (12 labels). Vendor categorization (Security/IT/Facilities), support case 24h SLA, Mike Yasuma CC policy added. Rulebook complete, no open items.
Alere data landscape risk for Copilot
Alere
Alere has approximately 20 years of restructured company data; poor data quality is expected to produce low-quality Copilot results. Data cleanup is deferred to a separate future phase. Interim approach is for users to manually provide specific files to Copilot rather than granting broad folder access.
Jun 5, 2026
·
—
Coalition - Arc Capital Cyber Insurance Carrier
Coalition (cyber insurance)
Coalition is Arc Capitals cyber insurance carrier. May offer security tooling and/or pen testing services. Worth coordinating on pen testing partner since Crimson is not a pen test firm. Contact TBD - investigate Coalition relationship for security services.
May 5, 2026
·
Source: Arc Fund II ODD email thread 2026-05-05
Verizon 36-month phone hardware repayment model
Verizon
New phone hardware available on 36-month repayment model with no upfront cost, bundled into per-user monthly fee. Can ship devices and suspend service with no billing for up to six months for activation later.
Jun 5, 2026
✓
—
CT Holmes Firewall - Original Order, Off-Hours Install Required
Pete, Olivia
CT Holmes firewall arriving May. Pete decision: go with original order, stop asking Joe/Paul about alternatives. Ryan + John to install. Gabby or Kevin to configure. MUST do off-hours or least-impactful hours for cutover. Could be upgrading from ~100Mbps to multi-gig - potential for extended downtime. Pete: 'Don't say it'll take 30 minutes and it takes 4 hours.' Plan for plenty of time. Ship directly to San Diego site.
Apr 21, 2026
·
Olivia to verify May delivery date hasn't slipped.
In-app Copilot vs Copilot Chat distinction
Microsoft 365 Copilot
In-app Copilot is grounded on the currently open file or email; Copilot Chat is grounded across the user's emails, files, chats, and meetings within the tenant.
Aug 6, 2026
·
—
Barracuda secure mail contract
Barracuda
Barracuda secure mail renewal is not due until end of September; client is currently on a monthly payment arrangement. Preference is to migrate away sooner if feasible.
Jun 18, 2026
·
—
Pete title change to CEO
Pete
Pete was named Chief Executive Officer (CEO) of Crimson IT as of June 3, 2026.
Jun 5, 2026
·
—
Copilot Training Program Structure
Christi
The Copilot training program consists of four modules; Module 1 is recorded; Modules 2-4 are pending; supporting decks and sample data exist for learner practice.
Aug 25, 2026
·
—
SCHARP - AppRiver M2M, 60-day notice, prepay+overage model
AppRiver / Unilan (CipherPost + Information Archive)
Contract structure: Month-to-month, 60-day cancellation notice required (Stan Wong/Unilan 2/25/26). Annual prepay model with monthly overage true-ups.
2026 prepaid baseline: 255 CipherPost users + 255 Information Archive users.
March 2026 actual: 453 CipherPost (78% overage) + 325 Archive (27% overage).
Cleared payments: Check 55171 $43,013.62 (cleared 2/11/26), Check 55193 $31,600 (2024/2025 service).
Invoice 129160: $7,389.93 overdue from Dec 2025.
Invoice 129303: 2026 SCHARP annual prepay (PDF, 36KB) - REAL ANNUAL COST lives here.
Invoice 129302: 2026 BAFMA prepay.
Invoice 129518: March 2026 overage.
Billing channel: Unilan Networks (Stan Wong sw@unilan.com 310.920.3056, Peggy Liao peggy@unilan.com, Sophia Tang sophia@unilan.com). Invoices to ap.corp@scharpca.org.
CipherPost (encryption) and Information Archive (journaling) are separate SKUs - tracked independently.
OPPORTUNITY: SCHARP overpaying prepay base by 78% on CipherPost. Right-size at next renewal.
May 5, 2026
·
—
SCHARP device touch estimate
Crimson IT
Estimated approximately 1 hour per computer for device configuration during migration; parallel work feasibility depends on bandwidth at each site.
Jun 16, 2026
·
—
Claude vs Copilot distinction
Claude / Microsoft Copilot
Copilot is deeply integrated with the Microsoft 365 environment and understands the user's internal data. Claude is a standalone, more conversational and creative AI excelling at generating content from scratch; described as Copilot's extroverted, talkative sibling.
Jun 5, 2026
·
—
Microsoft Digital Event - Agents
Microsoft
Microsoft is hosting a free digital event on agents on Monday, July 28, 2024.
Jul 23, 2026
·
—
Camp project requires SFP+ for main lodge and amphitheater switches
AF Camp
Main lodge and amphitheater switches pending due to SFP+ requirements. Two switches need media converters. Many APs installed, some out of scope to be finished by Christi.
Jun 5, 2026
·
—
Capital IQ users - Views group
Views team
Some users in the Views group are known to use the Capital IQ plugin, making them potentially susceptible to the same Excel load failure conflict.
Jun 5, 2026
·
—
Parent partner role
Parent partner program
A parent partner supports the teen parent with practical tasks such as appointments, accessing WIC, and discussing birth control to prevent the infant from entering the foster care system
Aug 24, 2026
·
—
Urgent ticket triage - notification approach
Crimson IT triage team
When a new ticket contains the word 'urgent', the system will send an email alert to a distribution group rather than auto-escalating to P1, to avoid false P1 noise. Email subject is 'Urgent Ticket Request'; body includes ticket number, summary, company, and contact information.
Jun 18, 2026
·
—
Crimson IT billing schedule
Christi Brown
Crimson IT billing is due by the first of the month and is submitted on time; Christi now owns this task.
Jul 21, 2026
·
—
Work IQ data protection indicator
Microsoft 365 Copilot
Work IQ prioritizes organizational sources such as SharePoint over internet results; a green shield icon indicates protected data handling is active
Aug 3, 2026
·
—
P1 noise - unresolved root cause
Crimson IT triage team
Non-critical tickets such as server alerts and AP-down events are sometimes incorrectly set as P1, contributing to P1 noise. This issue was identified but not resolved as of the June 17 2026 meeting.
Jun 18, 2026
·
—
Weingart open position - security access control and camera technician
Jason / Weingart
Jason has open position at Weingart for security access control and camera technician. Will train someone without experience. Must be able to drive to remote sites, do basic technical work. Hands-on, on-prem role. Jason putting together requirements doc. From 04-22 all-hands.
Apr 22, 2026
·
—
Anderson project billing structure
Anderson
Anderson project is billed as 50% progress bill upon near-completion and 50% final bill after Cloud desktop deployment is confirmed complete.
Jun 16, 2026
·
—
Tabletop exercise standardization initiative
Crimson IT
Christi is building a repeatable standardized tabletop exercise framework for Crimson so different leaders can run sessions; coordinating with Victoria who handles ISO and audit work; Anzor has approved hours allocated for the effort.
Jun 6, 2026
·
—
SharePoint vs OneDrive Link Permissions
OneDrive / SharePoint / Teams
OneDrive sharing links follow link-level settings and can be broader. SharePoint and Teams links are restricted to team or site members by default.
Jun 5, 2026
·
—
AF_Supervisors Ownership
HR Department
HR personnel designated as owners of AF_Supervisors: Shane, Alma, Chase, SCHARP, and likely Jessica Delgado; owners control member add/remove; this is an intentional process boundary with HR governing list membership.
Jun 18, 2026
·
—
GDAP Implementation Rationale
Microsoft GDAP
GDAP provides per-role, per-tenant delegated admin with auditability; it is the chosen solution to restrict blast radius while keeping L1 and L2 staff functional and maintaining traceability across client tenants.
Jun 19, 2026
·
—
Copilot chat usage pattern
Microsoft Copilot
Copilot chat usage spiked initially then stabilized; embedded Copilot usage is strong and search usage improved after recent training as of August 2026.
Aug 27, 2026
·
—
Staff Sentiment - AbilityFirst
AbilityFirst
Staff are noticeably happier when they walk in; positive feedback was shared for Gueston and Robert.
Jun 6, 2026
·
—
Spectrum discount strategy
Spectrum
Spectrum is more flexible with discounts when competition exists in the area; calling annually to request deals is recommended and can yield significant bill reductions.
Jul 28, 2026
·
—
Enabling behavior risk in foster care
Foster caregiver
When caregivers take on all baby-related duties they prevent the teen mother from learning responsibility; case evidence shows this can result in the teen surrendering the child for adoption
Aug 24, 2026
·
—
IntraTEM - new telecom vendor audit for SCHARP and AF
Marco Cimmino
Marco Cimmino from IntraTEM met Christi 4/21. SCHARP: ~700 Verizon lines, mgmt iPhones, rest outdated Androids, some sites have network issues. AF: ~200 Verizon lines, rep nonresponsive, month-to-month, unused devices at Crimson. Next: no-cost audit, need 3 months PDF invoices + device reports. SharePoint drop folders provided.
Apr 21, 2026
·
—
Consumer LastPass promo not applicable to org purchase
LastPass
A 30% off personal-plan promotional rate (under $3/month for Families) is a consumer discount and does not apply to organizational licensing purchases.
Aug 19, 2026
·
—
Adobe Pro Licensing - Pricing
Adobe
Adobe Pro license cost is $16.99 per license per month; two case managers are potential candidates based on high document volume
Aug 27, 2026
·
—
Christi and Dom fostering children - recent positive outcome
Christi Brown
Christi and her partner Dom (Dominique) are licensed foster parents and actively fostering. A recent placement saw a positive outcome - the child decided to return to her foster mom and work on their relationship after seeing how Christi and Dom handle conflict. They remain on standby and are still accepting placements. From call with Pete 04-13.
Apr 22, 2026
·
—
UBI Sync Tab - Monitoring and Diagnostics
ConnectWise UBI
The Sync tab shows sync status per company/agreement with states of success, failure, or partial success. Errors are diagnosed by business cause (missing product, company, or agreement mapping). Synced additions display PSA sequence numbers for traceability.
Jun 5, 2026
·
—
Law firm SSO plan
Law Firm
The firm is implementing single sign-on using Microsoft credentials to simplify login across AI tools. Assigned to Crimson staff member John.
Aug 27, 2026
·
—
Anzor Foothill opportunity
Anzor / Foothill
Anzor is pursuing a new business opportunity with Foothill staff
Jun 17, 2026
·
—
Copilot Outlook inline draft shortcut
Microsoft 365 Copilot / Outlook
Keyboard shortcut Ctrl/Alt+I inserts an AI-generated draft directly into the Outlook email compose window; chat-side drafts do not persist conversation history.
Aug 6, 2026
·
—
College to Career Program - Help Desk Ticket History
Nicole Mackey / Tristan Victoriano
A ticket submitted in June appeared not received until August 7th; determined to be an isolated email outbox issue affecting the submitter, not a help desk failure; help desk generally considered responsive
Aug 27, 2026
·
—
Christi has 49 Claude minions (AI agents), names some after real people
Christi Brown
Christi has 49 named AI agents (minions) in Claude. Some named after real people: Segrid, April, Olivia (#49), Anzor (named Hugo - personality says lovable Russian). Vector handles pen testing. Radar does morning AI news scout - Christi reads it on her tablet on her hammock at 4am with coffee. From 04-22 all-hands and 04-21 IGP meeting.
Apr 22, 2026
·
—
Anzor AI training content
Anzor
Anzor has AI training recordings in raw file format; Christi proposed uploading them to YouTube and embedding them on the Crimson IT website; request is paused pending approval
Aug 28, 2026
·
—
MFA code routing exception
n8n / Microsoft Teams
MFA codes and similar transactional exceptions are routed out of the inbox to a dedicated Microsoft Teams channel for ops visibility rather than being processed through standard email classification.
Jun 18, 2026
·
—
Juno is allergic to peanuts - cannot eat peanut butter
Juno
Juno (Crimson IT staff) has a peanut allergy and cannot eat peanut butter. He would love to try it but cannot due to the allergy. Revealed during two truths and a lie at the 04-22 all-hands meeting.
Apr 22, 2026
·
—
Scheduling System Access - Auto-Provisioning
Internal Scheduling System
The scheduling system automatically populates user information and grants access when a user opens an invitation link, as confirmed when Christi accessed the system via Olivia's link.
Aug 12, 2026
·
—
Copilot data privacy model
Microsoft 365 Copilot
Copilot runs inside the client's secure Microsoft tenant, respects permissions and sensitivity labels, enforces DLP policies, and does not train public models on company data.
Aug 6, 2026
·
—
Prompt Sample Categories
Microsoft 365 Copilot
Prompt samples prepared across finance, admin, executives, HR, operations, property, sales, and nonprofit/grant writing use cases.
Aug 29, 2026
·
—
New Hire - Paula
Paula
Paula joined Crimson IT in project management with nearly 11 years of experience, approximately 9 of which as a project manager.
Jun 5, 2026
·
—
Shadow AI detection approaches being evaluated
Various / Shadow AI
Multiple approaches to shadow AI detection: Nightfall, Defender for Endpoint, Zscaler, Lairdin (observability). For HIPAA clients Christi working on stronger tool alongside Defender. Key insight: rogue users on free/personal AI plans have no privacy protections.
Jun 3, 2026
✓
—
Managed Mac update limitation
Crimson IT
On Macs managed by Crimson IT, users typically do not have the admin password required for manual app updates, which can block them from self-servicing updates independently.
Jun 5, 2026
·
—
College to Career Program - Hardware Procurement Protocol
Client - College to Career Program
Team purchases USB-C headphones independently via Amazon with a company card; all other IT hardware purchases require advance notification to Christi regardless of budget size
Aug 27, 2026
·
—
AI Policy Needed - Multiple Vendor Contracts Require It
CareLogic AI, Eleos, ClinicallyAI
AI policy needed urgently. Vendor contracts with Eleos, ClinicallyAI, and CareLogic AI require it. Key concerns: data ownership, storage location, retention periods. CareLogic AI is expanding beyond progress notes - updates expected from LA County meeting and Denver conference.
Apr 16, 2026
·
—
Copilot reminder and task gap
Microsoft Outlook Copilot
As of this meeting, Outlook Copilot does not adequately solve reminders or follow-up task completion. The team is bridging this gap with Claude Teams and n8n until Microsoft adds that capability.
Jun 18, 2026
·
—
Copilot chat modes and model selection
Microsoft 365 Copilot
Copilot chat supports Work mode (organizational data) and Web mode (internet search); users can select the underlying model including Claude/Opus; temporary chats are available for non-persistent conversations.
Jun 5, 2026
·
—
Verizon account manager
David at Verizon
David is the Verizon representative collaborating with Christi on cost-reduction strategies and phone update initiatives.
Jul 21, 2026
·
—
Belay Microsoft license tier
Belay
Belay is upgrading to Microsoft E5 licenses to support purging, data loss prevention, and reporting capabilities, triggered by an insider threat incident in July 2026.
Jul 24, 2026
·
—
Crimson client report formatting standard
Crimson IT
Reports must use natural prose paragraphs rather than bullet lists (except for step-by-step instructions) and must be proofread before sending to clients.
Jun 6, 2026
·
—
AF staff confusion about OneDrive sync status icons
Rosa (AF staff)
Rosa asked what the cloud icon means in OneDrive status column. Staff need clarification: green checkmark = saved locally, cloud = only on cloud (not opened recently), person icon = shared with others. Downloads folder does NOT sync (intentional). This is a knowledge gap worth addressing in future sessions.
May 12, 2026
·
Source: AF Word Training 2026-05-12. Rosa asked the question directly.
Live Training Attendance Pattern
Crimson IT clients
Clients who RSVP for live Copilot/AI training sessions are not reliably attending; zero client attendance on 08-24 confirmed the pattern that drove the async pivot.
Aug 25, 2026
·
—
AI training engagement structure
Foundation
Training assets split into two categories: one org-specific custom session already delivered and six broad generic sessions attended by Foundation staff.
Sep 2, 2026
·
—
Open-weight model options
Meta, Google, Mistral, DeepSeek, Z.AI, Kimi
Leading open-weight models include Meta Llama, Google Gemma, Mistral, DeepSeek, Z.AI, and Kimi variants; large ones can rival proprietary models but require substantial compute.
Aug 11, 2026
·
—
Wayfinder migration timeline
Wayfinder
Data migration into Teams/SharePoint began around June 12, 2026, with the legacy file server targeted to become read-only by June 30, 2026
Jun 15, 2026
·
—
Staff Tool Split
Internal
Admin side uses Word and Excel; program side primarily uses Google tools. All staff are encouraged to attend Friday due to occasional Excel and Word use.
Aug 29, 2026
·
—
Platform PSA - Formerly AziO
ConnectWise
ConnectWise Platform PSA was formerly known as AziO. An end-to-end procurement session is scheduled for the week following 2026-05-27.
Jun 5, 2026
·
—
Crimson IT training content publication plan
Crimson IT
Non-client-specific training recordings, including Copilot training sessions, are planned to be posted publicly to the Crimson IT website in coordination with Stephanie and the web team.
Aug 27, 2026
·
—
SCHARP new-hire help desk card program
SCHARP
SCHARP includes Crimson IT help desk cards in new-hire onboarding folders; employee turnover is 57-58%, creating recurring demand for printed help desk materials.
Aug 27, 2026
·
—
Alere - Change Control Policy v1.0, needs 2025 version too
Daniel Kubov
Daniel Kubov (Director Accounting) asked Christi to countersign Alere Change Control Policy v1.0. Then asked for 2025 version for continuity. Christi handed it off to someone last year, needs to locate it. Kenny Yoon cc'd.
Apr 22, 2026
·
—
Claude Code local file path requirement
Claude AI
When instructing Claude Code to read or modify a local file, users must supply the exact local path obtained via File > Info > Copy Local Path (not the standard path option) within the target document.
Aug 18, 2026
·
—
AI as Intern Principle
Christi Brown / Crimson IT
Guiding principle for AI tool use: AI starts the work and speeds throughput but human oversight and edits are required to ensure quality; outputs should be treated as a starting draft not a final product