Cotsen is deploying both Microsoft Copilot (M365-integrated) and Claude (Anthropic) to employees. Starting on a base subscription tier with option to upgrade heavy users to premium.
Jun 5, 2026
·
—
DLP PHI blocking in Copilot prompts
Microsoft 365 DLP / Copilot
Data Loss Prevention policies block protected health information from being entered into Copilot prompts; admins see only aggregate usage data, not individual queries.
Aug 6, 2026
·
—
AI Efficiency Estimate
Christi Brown
Approximately 30 percent of job tasks consist of redundant work such as retyping and reformatting that AI can help eliminate, freeing staff for judgment-based and relationship-focused work
Jul 27, 2026
·
—
CoWork token conservation best practices
CoWork / Christi
Use Sonnet or Haku models instead of Opus and set effort to medium or low to conserve tokens; conversations are stateless so returning after a delay increases cost as memory refreshes
Jun 17, 2026
·
—
UBI Manual Sync - Use Case
ConnectWise UBI
Manual sync can be run ad hoc by individual company or across all companies; recommended for pilots and initial setup validation before enabling automated sync.
Jun 5, 2026
·
—
Faroaks POTS line pricing
Faroaks client / Lingo
POTS line pricing has jumped to roughly $1,000 per line; client currently pays $138/month for an existing copper line; provider Lingo is migrating away from copper and a migration notice may be issued soon
Jun 17, 2026
·
—
College to Career Program - iPhone Deployment
Client - College to Career Program
Company iPhones were issued to all 30 staff in October 2025, replacing personal phones; team relies heavily on iMessage group chats and FaceTime for student engagement
Aug 27, 2026
·
—
Adobe Acrobat Pro for PDF-to-Word conversion
Adobe Acrobat Pro
Adobe Acrobat Pro is the recommended tool for clean PDF-to-Word conversions prior to processing documents with Copilot in Word.
Aug 6, 2026
·
—
Outdoor AP Power Strategy
Meraki APs
Preferred approach to power new outdoor APs is PoE+ injectors, leaving the legacy HP switch in place rather than replacing it.
Jun 5, 2026
·
—
Hard-to-place foster care categories
DCFS
The four hard-to-place foster care categories identified are: medically fragile, sex-trafficked, LGBTQ, and older teens.
Aug 27, 2026
·
—
AF - Jeremy Sidell wants Teams Facilitator, price concern
Jeremy Sidell
Jeremy (Chief Dev & Comms Officer) requested broader Teams Facilitator rollout. M365 Copilot at 26.78/user/month annual. Jeremy felt pricey. Christi recommended Teams Premium (10/mo) or Read AI/Fathom as cheaper. Agreed to 3 licenses for Lana, Lucio, Hanna. Christian Renz Mendoza handling procurement.
Apr 22, 2026
·
—
Crimson IT kickoff availability
Crimson IT
Crimson availability is constrained for two weeks following the June 17 pre-planning call; formal Cloud Teams kickoff is targeted for early July 2026.
Jun 17, 2026
·
—
Fortigate decommission decision
Fortigate
Decision made to remove the Fortigate environment entirely. Removal is expected to resolve pen test findings 9 and 19 among others.
Jun 5, 2026
·
—
Clio discontinuing native LawPay integration
Clio / LawPay
Clio is discontinuing its native LawPay integration at end of the current month, requiring a custom API connector solution.
Aug 27, 2026
·
—
Circuit cutover validation risk
Meraki / Client
Risk identified that new circuits may have been installed without corresponding Meraki firewall IP updates, leaving devices still routing over old circuits.
Jul 28, 2026
·
—
API fee model risk for integration projects
MRI / Yardi / Procore
Many vendors do not charge separately for API access but MRI, Yardi, and Procore have not been recently verified; if separate API or integration fees apply, project economics for Base44 redeployment may change materially
Jun 18, 2026
·
—
Nightfall AI Capability
Nightfall AI
Nightfall monitors AI activity and data movement, flags concerns for the privacy team, and can block certain actions. Used by Media Alpha as Layer 1 DLP in their AI security stack.
Jun 5, 2026
·
—
ActiveTrack fit assessment
Eversave
Client reviewed the ActiveTrack website and noted it may not fully meet needs given their small to mid-size profile, but proceeded with evaluation of the Workforce Management tier.
Jul 24, 2026
·
—
SCHARP Infrastructure Migration Direction
SCHARP
SCHARP is planning a migration from Google and Box to Microsoft; migration will begin with server file shares to minimize disruption.
Aug 31, 2026
·
—
Copilot training structure
Christi
Training is modular: basics, advanced, and role-specific sessions totaling approximately 12 hours if all attended; recordings provided for reference; free additional hours offered to accommodate varied user needs
Jun 18, 2026
·
—
Copilot data boundary rules
Microsoft 365 Copilot
Desktop-only and unshared OneDrive files remain private; Copilot has no access to local-only storage outside connected locations; consumer AI tools at $20 tiers may leak data and must not be connected to Alere content
Aug 3, 2026
·
—
Christi - daughter Dom
Christi Brown
Christi has a college-aged daughter named Dom who texts her during the day.
Aug 25, 2026
·
—
Base44 code ownership and certifications
Base44
Base44 owns all code built on its platform by default. It holds SOC 2 Type II and ISO 27001 certifications. Enterprise governance controls are only available at higher-cost enterprise tiers. Not recommended for production deployment outside the company's ecosystem.
Jun 5, 2026
·
—
Wayfinder Project 2598 - Phase Timeline
Wayfinder
Phase one migration completed; phase two begins August 17, 2026, with a target completion of October 1, 2026.
Jul 28, 2026
·
—
Claude AI UI Update
Claude AI
Claude's UI was updated; the Chat and Cowork buttons were combined into a single New button.
Jul 29, 2026
·
—
Excel Copilot desktop preference
Microsoft Excel / Copilot
Desktop Excel is preferred over the web version for full Copilot feature access including pivot tables, advanced formulas, and dashboard generation.
Aug 6, 2026
·
—
Stock Funds for permanency barriers
DCFS
Stock Funds are a lesser-known, one-time-use resource of up to $10,000 per family available to remove barriers to permanency such as housing deposits, rent, or essential furniture; caregivers must proactively advocate to access them
Aug 24, 2026
·
—
Christi custom Kloud solution - Crimson IT internal
Christi Brown
Christi has prior experience building a custom solution for Crimson IT using Kloud on a Microsoft tenancy that handled user management and permissions via Crimson IT accounts; relevant reference for KC scoping.
Jun 18, 2026
·
—
Inbox/Calendar Automation App - Pricing Policy
Crimson IT
The application itself is provided free of charge to Crimson clients; clients bear only underlying Azure consumption costs
Jul 21, 2026
·
—
Copilot PowerPoint generation feature
Microsoft 365 Copilot
Copilot is being tested for generating PowerPoint presentations from reports with audience-specific details, as explored by Speaker 3.
Jun 5, 2026
·
—
SCHARP - CrowdStrike account team identified, contract terms not in mailbox
CrowdStrike Falcon
Account team:
- Account Manager: Cody Gallizioli (CrowdStrike)
- Customer Development Rep: Kristen DiPasquale (kristen.dipasquale@crowdstrike.com)
- CDW Rep: Alex Workman (alex.workman@cdw.com, 480.270.7050) - dedicated SMB Healthcare AM, just took over
CDW handles purchasing. Christi has CDW Rubi portal account created 2/23/26.
Recent activity: Kristen sent FalconID + Browser Security upsell 3/17/26.
Account Access Transfer support case: 02340532 (closed 2/23/26).
Contract end date / cost / license count: not in mailbox. Pull from CDW portal or ping Cody Gallizioli direct.
Key messages: 19cfbff48ffcaa93 (Kristen upsell), 19c8c8baf9d08ca4 (access transfer), 19c8c95cbd411d67 (CDW Alex Workman).
May 5, 2026
·
—
UBI Migration - Company and Agreement Mapping
ConnectWise UBI
Company and agreement mappings migrate automatically from the legacy RMM-PSA integration to UBI via a backend job. Product mapping migration is currently manual but automation is planned in approximately one month.
Jun 5, 2026
·
—
Jimbo 9000 VM scope addition
Crimson IT
Adding VM hosting to the Jimbo 9000 project is estimated to add approximately 2 hours to the existing Jimbo quote.
Jun 17, 2026
·
—
Sinha Tooling Limitations
Sinha
Sinha cannot execute common L1 tasks including PST creation, scripts, and mailbox access after VPN removal in the Sinha rollout; this gap drives techs to default to shared credentials and ungoverned workarounds.
Jun 19, 2026
·
—
Training location - Pasadena Fair Oaks
Crimson IT
Christi delivers in-person training sessions from the Pasadena Fair Oaks office location.
Jun 6, 2026
·
—
Security Team not yet engaged on email auth issue
Anzors Security Team
As of this meeting, Anzors Security Team had not yet reviewed the DMARC failure; remediation is pending their investigation and was escalated via ticket and security group post
Jun 5, 2026
·
—
SCHARP - Absolute LAPSED 4/13/26 (not renewed)
Absolute Software
STATUS: LAPSED - confirmed by Christi 2026-05-05. Not renewed.
Contract end date: ~2026-04-13 (30 days from Tommy Pham 3/14/26 reminder).
License count: 300 (per Tommy Pham 3/14/26 - DISCREPANCY: priority brief said 450 endpoints).
Account Manager: Tommy Pham (topham@absolute.com).
Replacement path: Endpoint tracking will be covered by Crimson RMM.
Key messages: 19cec8bb2d157200 (30-day reminder), 19c8ca4cc570bbc2 thru 19cc464d4656a8db (account transfer thread).
No further action needed.
May 5, 2026
·
—
Big Hit Seven network management opportunity
Big Hit Seven
Big Hit Seven proposed that Crimson IT manage their network; outreach to Anzor is the first step.
Jun 5, 2026
·
—
Massive phishing influx - spoofing internal domains via Microsoft Direct Send
Sean / Cybersecurity
Massive influx of client-reported phishing emails. Attackers spoofing client internal domains using Microsoft Direct Send to bypass spam/phishing filters. Touched several clients. Flagged by Sean (cybersecurity) at 04-22 all-hands.
Apr 22, 2026
·
—
ConnectWise SO to project conversion issues
ConnectWise
Some Sales Order items fail to convert correctly into projects or appear without related tickets or projects; these anomalies are inconsistent and have been observed by multiple team members including Elisa.
Jun 16, 2026
·
—
Eldridge investors only transact via LP portal never email
Eldridge Acre
Eldridge investors transact ONLY via LP portal, not email. All existing investors require VERBAL CONFIRMATION before wiring to any new instructions. Fund admin holds templates for investor comms and posts to portal - Eldridge cannot post directly.
Jun 2, 2026
✓
—
Self-Hosted LLM Feasibility Assessment
Anzor
Running a capable local LLM such as Llama 3.8 requires a powerful GPU not present on current work laptops. Anzor estimates hardware cost at $15,000-$20,000 and considers the technology immature for practical business use. Both parties expect models to become smaller and more efficient within approximately one year.
Jun 16, 2026
·
—
Copilot PII and HIPAA prompt handling
Microsoft 365 Copilot
In regulated contexts such as HIPAA environments, prompts containing sensitive PII or confidential data are blocked; users should review prompts before sending and avoid pasting confidential information.
Aug 11, 2026
·
—
Alere Project - Completion Status
Alere
Alere project completion updated to 75% as of July 28, 2026.
Jul 28, 2026
·
—
Copilot training schedule August 2026
Crimson IT
Two live remedial Copilot sessions are scheduled: August 11, 2026 at 2:00 PM for Copilot basics, and August 13, 2026 at 2:00 PM for Copilot within applications. A video training series will be available by end of the week of August 11.
Aug 5, 2026
·
—
Copilot privacy best practice
Microsoft Copilot
Employee medical records and pay details should never be entered into AI prompts; use placeholders for sensitive data such as salary figures.
Aug 18, 2026
·
—
Internal CC Coverage Gap
Christi
Vince was not CC'd on the 2026-05-06 requirements email; inconsistent CC coverage has contributed to internal misalignment on project activities.
Verizon has discretionary incentive budget that refreshes monthly. If client provides final phone count by first week of month, consultant can attempt to secure additional per-line funding.
Jun 5, 2026
✓
—
AI tone guidance for client reports
Christi
AI tone should be set to talking to a person rather than talking at them to improve client engagement. This can be configured in custom instructions.
Jun 6, 2026
·
—
Adobe account email correction
Adobe
Adobe account was previously associated with the wrong email address; the Adobe rep confirmed the correction, enabling receipt and transaction access going forward.
Aug 12, 2026
·
—
Verizon bill itemization workflow
Verizon
Verizon charges must be itemized to separate the fixed monthly Mobile charge from equipment charges; each portion is then allocated per department; unassigned devices are placed under IT.
Aug 12, 2026
·
—
SCHARP - LogMeIn/GoTo contract terms
LogMeIn / GoTo
Status: Not in Christi mailbox. 11 messages found - all account/access notifications, no billing or contract.
Lorenzo was account owner. Christi reset GoTo password 2/19 and 2/27. Billing likely went to Lorenzo's old email or AP via Unilan.
Need to pull from LMI Admin Portal directly. Priority brief estimate ~$2,500/mo, Sept 2026 renewal - both unconfirmed in mailbox.
Confidence: High that nothing exists in this mailbox.
May 5, 2026
·
—
Alere future Copilot integration targets
Alere
Future integrations discussed include MRI accounting system, Argus, Salesforce, Notion, HubSpot, Canva, and Jira. These are outside the current project scope.
Jun 5, 2026
·
—
AbilityFirst Power BI dashboard reference
AbilityFirst
Christi built a web-based real-time Power BI dashboard for AbilityFirst displaying budget and asset data. Referenced as a model for SCHARP reporting improvement.
Jun 6, 2026
·
—
CGM ELVI user provisioning workflow (SCHARP + BAFMA)
CGM ELVI is the telemedicine platform SCHARP and BAFMA use. Reverse-engineered from former CIO Lorenzo Young's mailbox via GAM.
=== ACCOUNTS ===
- SCHARP account #12129995 ("Southern California Health and Rehab")
- BAFMA account #12148141 ("Barbour Floyd Medical Associates")
- Each org has its own separate authorized-contact list and license pool.
=== CHRISTI'S STATUS (updated 2026-04-22) ===
Christi HAS her ELVI authorized-contact account. She can reply-in-writing to CGM Support tickets to authorize user adds/removes.
Open issue: ELVI MFA is not working on Christi's account. She cannot complete MFA enrollment. Has the info she needs to keep operating in the short term, but MFA needs to be resolved with CGM Support.
Still TBD / verify (lower priority since she has working access):
- Confirm authorized-contact status applies to BOTH #12129995 (SCHARP) and #12148141 (BAFMA)
- Confirm Lorenzo Young has been removed from authorized-contact list on both accounts
- Request current user roster for both accounts from Holly Kitson (last pull was Feb 26 2026)
- Confirm current license counts on both accounts
=== KEY CGM CONTACTS ===
- Holly Kitson <holly.kitson@cgm.com> — account rep / relationship manager. Handles account-level escalations, usage reports, billing questions.
- support@ais-us.cgm.com — Tier 1 support ticket queue. All user adds/removes/access issues route here. Open an MFA ticket here.
- elvi@cgmus.com — automated provisioning + password reset mailer (do not reply)
- orderprocessing.us@cgm.com — license count changes (add/reduce provider seats)
- Named reps who have handled SCHARP over the years: Suzanne Howes, Chasity Inabinet, Keith Jacobsen, Lori De Los Santos, Suzze, Harold Reeder Jr.
=== USER PROVISIONING WORKFLOW (AS LORENZO RAN IT) ===
There is NO self-service admin console. Lorenzo was NOT forwarding requests to ELVI support. The flow:
1. SCHARP/BAFMA staff email ELVI.Support@cgm.com (or support@ais-us.cgm.com) directly requesting access or help
2. CGM Support checks requester against the authorized contact list
3. If requester is NOT on authorized list, CGM Support opens a ticket and emails the authorized contact saying: "this person is not on your authorized contact list. Would you like to have them added? If so, please reply to this request as we need to have your request in writing."
4. Authorized contact (now Christi) MUST REPLY IN WRITING to the CGM ticket authorizing the add
5. CGM then provisions the ELVI account server-side
6. User receives automated "WELCOME TO CGM ELVI" email from elvi@cgmus.com with registration link + access code
7. User self-registers at https://elvi.cgmus.com/ (chooses own username + password: 8+ chars, letter, number, special char)
=== LICENSE CHANGES ===
- Reducing provider seats: open ticket to orderprocessing.us@cgm.com with reduction count + effective date
- Adding provider seats: same flow through order processing
- These are separate from user provisioning — license count is a contractual/billing action
=== KNOWN QUIRKS ===
- Auto-deactivation for inactivity: Lorenzo's OWN portal account kept getting disabled. Ticket 840415759 ran Oct 2025 - Feb 2026 across multiple reactivations. Expect the same for Christi's account if she doesn't log in regularly. Mitigation: monthly login reminder.
- MFA enrollment (2026-04-22): Christi's account shows an MFA issue — she cannot complete enrollment. Tracked in Agent Queue.
- Password resets: self-service via elvi@cgmus.com link
- User list/usage reports: request from Holly Kitson (last received Feb 26 2026)
=== SOURCE ===
Reverse-engineered 2026-04-22 by reading lorenzo.young@scharpca.org Gmail via GAM. Key threads: Ticket 840312509 (Aug 2024 — Montserrat Sandoval access request shows the bounce-back flow), WELCOME TO CGM ELVI (Oct 2024 — shows registration flow), Holly Kitson usage report (Feb 26 2026), Ticket 840415759 (Oct 2025 - Feb 2026 — Lorenzo's own account inactivity loop).
Apr 22, 2026
·
—
James Hunter - Vendor Invoice Audit Champion
James Hunter
James Hunter is doing weekly invoice reviews and catching unknown vendors plus duplicate telecom costs. Useful person for vendor audits and cost control initiatives. Engage him for any future vendor consolidation or spend analysis.
Apr 16, 2026
·
—
Copilot output accuracy caveat
Microsoft 365 Copilot
Copilot can be confidently wrong; all outputs including formulas, data insights, and summaries must be verified by the user before use or distribution.
Aug 6, 2026
·
—
Dr. Barbour NOC Alert Overload - Contact Routing Fix
Dr. Jack Barbour (CEO)
Dr. Barbour was receiving 91 NOC alerts because he was listed as primary contact for server alerts. Christi replaced herself as server alert contact to reduce his notification load. He appreciated the change. Important relationship note: he noticed and valued the proactive fix.
Apr 16, 2026
·
—
Alere office locations
Alere
Alere has four offices: 6000 Newport, 316 Newport, San Francisco, and El Segundo.
Jun 5, 2026
·
—
P1 Chat Protocol - Switch and Firewall Replacements
Internal - Project Managers
Project Managers must post a heads-up in the P1 Teams chat before replacing a switch or firewall to keep the team informed and prevent unnecessary alarm.
Jul 28, 2026
·
—
John Wilder role at Crimson IT
John Wilder
John Wilder is a technician introduced by Erin as learning Erin's role at Crimson IT.
Aug 6, 2026
·
—
Procurement Status Unknown
Speaker 1 / Planning Lead
Planning Lead referenced a purchase with the phrase 'I did buy it' but the item, receipt, and confirmation status were not documented or communicated to the group.
Jun 6, 2026
·
—
Robert and Gaston onboarding terms
Robert / Gaston
Robert and Gaston were onboarded as standard employees with no vacation time carryover; Gaston has his own laptop, Robert uses a laptop provided by Dr. Barbara; both were set up with Microsoft 365 and ConnectWise but not SCHARP
Aug 11, 2026
·
—
Alere Copilot project scope exclusions
Alere
Out of scope items include endpoint hardware procurement, data migration from Box or Dropbox or Google Drive, major Copilot extension development, third-party AI tooling outside Microsoft Copilot family, replacement of existing MSP relationships outside the 365 stack, and license procurement beyond Copilot.
Beta Bionics spending over 40K/month on Azure. Shawn suspects large portion is SharePoint storage (44TB). Looking for SP cleanup project. Christi offered read-only SP scan, Nitin approved 4/22. BB has CAD files team contributing to bloat. Pete wants total M365 licensing reconfirmed first. Mike wants to bill project hours.
Apr 22, 2026
·
—
Wayfinder SharePoint migration status
Wayfinder
Client changed direction last week; a change order is in progress; active migration continues with a very tight end-of-June target
Jun 17, 2026
·
—
IT not notified of employee LOA
Internal IT
IT does not receive notification when employees go on leave of absence, which results in failures to suspend Verizon lines and retrieve company laptops and phones.
Jul 21, 2026
·
—
Alere - Pilot User Group
Alere
Alere has an active pilot user group with a compiled list of questions being addressed through a scheduled meeting process.
Jul 21, 2026
·
—
Eldridge Aker Partners CloudAlly Usage History
Eldridge Aker Partners
Customer has used CloudAlly to back up Box.com data for approximately three years; original annual plan caused unpredictable year-end true-up costs due to data growth, prompting the switch to monthly billing
Aug 28, 2026
·
—
Progress billing amount authority
ConnectWise
The correct edit point for the monthly invoice amount is inside the progress bill creation step (WIP Available to Bill). Editing the project Finance-level Billing Amount is incorrect and causes confusion; that change must be reversed.
Jun 16, 2026
·
—
Copilot permission inheritance
Microsoft Copilot
Copilot only accesses files and information the user already has permission to see and respects existing sensitivity labels such as Highly Confidential.
Aug 5, 2026
·
—
Thursday Session Departure Constraint
Christi
Christi has a personal appointment requiring departure at 10:00 on Thursday September 4; session ends at 10:15 and continues without her if needed.
Aug 29, 2026
·
—
BAFMA Code Environment - Claude Migration
BAFMA / Claude
The team decided to migrate all existing BAFMA code into Claude and use Claude exclusively for future updates to avoid maintaining two parallel environments.
Aug 5, 2026
·
—
Resell Candidate for Mail Intelligence
Alonzo
Alonzo has been identified as a potential reseller of the Mail Intelligence app to other clients once the resell plan and beta-to-production criteria are defined.
Aug 13, 2026
·
—
Alere M365 Copilot project structure
Alere
Project is divided into five phases: tenant readiness and security foundations, license activation and working infrastructure, pilot deployment and feedback, full deployment and user enablement, and post-deployment monitoring and closeout.
Jun 5, 2026
·
—
Crimson IT SEO strategy
Crimson IT
Organic search metrics have improved since January due to schema markup, FAQ pages, and location pages; AI-driven content saturation makes high-volume blogging less effective, so the recommended approach is steady, genuine client case studies and monthly story collection.
Aug 27, 2026
·
—
UBI Sync - Existing Additions Behavior
ConnectWise UBI
UBI updates existing PSA agreement additions rather than creating duplicates; prior additions do not need to be deleted before enabling UBI sync.
Jun 5, 2026
·
—
Sales quote review process failure
Vince / Julia / Olivia
A DTLA sale was processed with an incorrect $150 installation fee for provisioning 24-27 computers; Vince and Julia bypassed the required review step with Olivia, resulting in a significant financial loss.
Jun 5, 2026
·
—
Teams co-organizer assignment: internal user limitation
Microsoft Teams
Co-organizers can be assigned through Meeting options but are generally restricted to internal users unless tenant settings explicitly allow external co-organizers.
Jul 22, 2026
·
—
Christi Role at AbilityFirst
Christi Brown
Christi Brown serves as vCIO for AbilityFirst through Crimson IT, providing strategic enablement and staff training including Microsoft 365 and Excel.
Jun 5, 2026
·
—
Shared Responsibility Plan filing requirement
DCFS court process
The Placement with a Shared Responsibility Plan must be filed with the court every three months but should be revised more frequently as the needs of the mother and infant change
Aug 24, 2026
·
—
Lead engineer coverage June 8-12
Gabby / Speaker 3
Speaker 3 is on leave June 8-12, 2026. Gabby will serve as lead engineer during that period; Julia and the security team provide additional coverage.
Jun 5, 2026
·
—
Marketing reporting structure
April
Marketing falls under admin and is managed by April; the marketing coordinator executes but reports to April, not to Mike or Pete
Aug 28, 2026
·
—
AI Competition Structure
Crimson IT
Crimson IT is launching an internal AI competition in June 2026 with financial incentives, running in two phases: one month then three months; Christi is excluded as judge to ensure fairness; Claude and its online training are the recommended tools.
Jun 5, 2026
·
—
Serenity GPT decommission decision
Serenity GPT
Decision made to permanently shut down the Serenity GPT environment. Cost was $200/month for the VM. The Serenity product will no longer be sold. Decommissioning resolves approximately six moderate-level pen test findings.
Jun 5, 2026
·
—
Circuit redundancy testing policy
Pete / Client champions
Following the AbilityFirst incident Pete established that client champions should schedule and document planned redundancy tests for all clients with redundant circuits to verify failover works
Jun 17, 2026
·
—
ILP eligibility and financial resources
Independent Living Program
Foster youth aged 16 or older are eligible for ILP classes which provide access to significant financial resources; caregiver enrollment on behalf of the youth is required
Aug 24, 2026
·
—
Internal sales communication protocol gap
Crimson Team
A communication breakdown occurred where Mike was briefed on a new sales opportunity without Christi being included simultaneously, revealing a gap in the internal protocol for managing new sales opportunities across stakeholders.
Jul 24, 2026
·
—
May 2026 ticket volume
SCHARP / Basma
586 tickets opened and 572 closed in May 2026, up from 425 in March. Increase driven by badge access and MFA rollouts. 97% closure rate for SCHARP/Basma versus 92% cross-client average.
Jun 6, 2026
·
—
Security stack migration strategy
Crimson IT
Decision made to migrate all cybersecurity services to Crimson immediately except secure mail, which retains Barracuda and SCHARP for the time being. Role assignments: Robert for antivirus, Gaston for email spam solution, Michuan for security scans.
Rack decommission: return MX85 + MS120-48FP to LA, remove/dispose 6 APC UPS units and LenelS2 server. Total 3000, 50% deposit. Must complete before 4/30. Vincent Kao managing.
Apr 21, 2026
·
—
Bravo Super Admin Policy
Bravo
Operating policy requires exactly two super admins in Bravo at all times to enable mutual removal and role rebalancing without external dependency if any principal departs.
Jun 16, 2026
·
—
No-charge time entry rounding behavior
Billing system (ConnectWise or equivalent)
No-charge time entries are aggregated and rounded down to the nearest whole hour on the invoice, creating a separate adjustment line item rather than simply being omitted.
Jun 5, 2026
·
—
Dawn - Employment
Dawn
Dawn works at McDonald's, drive-thru position, Wednesdays and Thursdays 7 PM to 11 PM. She is currently in training and prefers food prep over order-taking.
Aug 4, 2026
·
—
Switch port printouts for AP replacement
Gabby
Gabby prepared per-switch printouts documenting original port connections; installation team must follow these maps for replacement APs and coordinate in real time for extra APs.
Jun 5, 2026
·
—
CoWork prompting best practice
CoWork / Christi
State the desired end result first, then outline the steps when prompting CoWork for best output quality
Jun 17, 2026
·
—
AI Staff Education Requirement
SCHARP
AI policy must include staff education on how AI works, including that AI can incorporate other AI-generated content and that outputs require fact-checking.
Aug 31, 2026
·
—
SCHARP AI Rollout Strategy
SCHARP
AI tool rollout to begin with the executive team for non-client-facing tasks before broader deployment.
Aug 31, 2026
·
—
N8N Approved Security Architecture
N8N / Crimson Desktop
Approved configuration requires the N8N instance to run on a Crimson managed desktop already monitored by Huntress, with MFA-protected logins, API keys stored in Azure Key Vault, and data not leaving the local machine except via secured API calls.
Jun 16, 2026
·
—
Copilot in PowerPoint Capabilities
Microsoft 365 Copilot / PowerPoint
Copilot can apply consistent formatting across slides including footers, corner marks, and background treatments; useful for visual polish across training decks