Knowledge Base

1,619 records

SubjectTypePerson or SystemClient/TrackDetailSourceDate CapturedPromote to HuduNotes
Team stress survey resultsCrimson IT teamMost recent stress survey returned an overall score of 3.6 from 16 entries; included more high-stress ratings of five than usual, plus one rating of one and several twos; anonymous feedback included comments about wanting to leave during high-pressure weeksJun 5, 2026·
Ms. Raahi agreement historyMs. RaahiAn old agreement capped onsite tech hours at 16. When the dedicated tech fee expired the agreement should have been unlimited. April created a new unlimited onsite tech agreement to replace it.Jun 5, 2026·
Brand templates locationCrimson IT MarketingOfficial PowerPoint and Word brand templates are believed to reside in Marketing SharePoint; master location and access paths need to be confirmed and documented for all stakeholders.Aug 27, 2026·
Christi Brown backgroundChristi BrownChristi Brown is vCIO at Crimson IT and previously worked with the LA Dodgers.Jun 5, 2026·
Copilot in Excel core rulesMicrosoft Copilot / ExcelFour rules for reliable Copilot use in Excel: data must be in a properly defined table (Ctrl+T) with clean headers and no blank rows; work within the desktop app not the web; submit one prompt at a time; instruct Copilot to act on file data rather than pasting large datasets into the chat.Aug 5, 2026·
Weingart Plaud AdoptionWeingartWeingart is a current Plaud adopter that records client intake sessions using the device due to HIPAA compliance requirementsJul 23, 2026·
Peter grandson born May 17 2026 in Bend OregonPeter (BAFMA COP)Peter first grandson born May 17, 2026 in Bend, Oregon. Stayed at VRBO across the street from daughter house to help babysit granddaughter. Daughter lives in Bend.Jun 3, 2026·
Copilot in PowerPoint deck creationMicrosoft 365 Copilot / PowerPointCopilot in PowerPoint can create decks from scripts or existing files; users define audience and length; Copilot may ask clarifying questions and can insert branded slides at specific positions; it may occasionally struggle to locate files requiring expanded search.Aug 11, 2026·
Sync vs. Add shortcut to OneDriveMicrosoft OneDriveSync creates a device-specific top-level entry in File Explorer replicating mapped drives and auto-cleans as permissions change; Add shortcut appears across all signed-in devices but may cause access denied errors after permission changes post-migrationJun 15, 2026·
Peerless and Meraki infrastructure constraintPeerless / MerakiPeerless cannot move until 2027 and Meraki devices remain outside Crimson control until April 2027. Budget is in place to replace switches and firewalls across sites before the April 2027 Meraki control change.Jun 18, 2026·
Foothill conditional access pilotAnton / FoothillConditional access policies are being piloted with a Foothill pilot group; rollout targeted to begin August 27, 2026.Aug 27, 2026·
SCHARP AI Policy HIPAA RequirementSCHARPAI policy must explicitly prohibit entry of any client information into AI tools to prevent HIPAA violations.Aug 31, 2026·
AI planning horizonPeer groupGroup consensus is that AI planning horizons are now measured in months, not years, due to the pace of the news cycle and model releases.Aug 11, 2026·
Cloud Desktop Deployment DateClientClient planned to deploy Cloud Desktop with an update on 2026-06-17.Jun 18, 2026·
Copilot security integration advantageMicrosoft 365 CopilotCopilot operates within user data and adheres to existing security rules and permissions, unlike standalone AI tools which may have different features but weaker integration and security.Jun 5, 2026·
ConnectWise progress billing - bill after close settingConnectWiseTo enable progress billing on an open project, the 'Bill this project only after it's been closed' option in the project's finance tab must be unticked; otherwise the project will not appear on the invoicing board until closure.Jun 16, 2026·
Claude - Box integration methodClaude / BoxIntegration is achieved by creating a dedicated Box user with limited viewer permissions on specific folders, then connecting via Claude's Connectors settings using those credentials. Claude only accesses explicitly permitted folders.Jul 23, 2026·
Copilot Teams post-meeting recap featuresMicrosoft Teams / CopilotPost-meeting recaps include video playback, AI-generated notes, speaker timelines, and full transcripts; Copilot can be queried for decisions and open items from recorded and transcribed calls.Aug 6, 2026·
VPN Outage - Pasadena SpectrumSpectrum / Client VPNVPN access was blocked by a likely Spectrum outage in Pasadena as of July 23, 2026, preventing access to latest usage reports.Jul 23, 2026·
Scheduling System Access - Pete InvitedPeteChristi previously sent a system access invitation to Pete for the on-call scheduling system.Aug 12, 2026·
Security Awareness Risk ScoreSecurity Awareness PlatformCurrent risk score is 49, down from 51; primary drivers are email security and account hygiene issues.Aug 3, 2026·
Westwood AI projects in flightWestwoodThree simultaneous AI projects for Westwood: Claude deployment, an inbox app, and a Base Forty-Four app; Brett requested the inbox app be prioritized; Speaker 2 has spent over 300 hours on the inbox appAug 11, 2026·
Makibus plugin - Capital IQ conflictMakibusMakibus has two known plugins; one is Capital IQ, which is documented by the vendor as a known cause of Excel load failures on MacBooks.Jun 5, 2026·
UBI Agreement Configuration LevelsConnectWise UBIAgreements in UBI can be configured at the site, vendor, or company level, providing flexible and granular billing control.Jun 5, 2026·
Philippines team influence on average hourly rateCrimson IT Philippines teamThe Philippine team's lower labor rates pull down the blended average; Christi recalled a historical average of approximately $17 per hour when the Philippines team was factored in.Jun 18, 2026·
Fortigate management interface pen test findingFortigatePen test reported Fortigate management interface as reachable. Clarified that an IP allow-list is in place per user and was active during testing. Nate accessed it via a specific rule created for him. Finding considered remediated.Jun 5, 2026·
Weekly Power Automate training cadenceStephanie / Speaker 13Weekly Power Automate training flows are planned and recorded; Stephanie is curating and distributing the video library.Aug 27, 2026·
Lana Mseryan roleLana MseryanLana Mseryan is Acting CDO at AbilityFirst.Aug 19, 2026·
Training Video Marketing ProcessMarketingChristi updates training videos and marketing polishes them before distribution. If videos are not ready, Stuart receives blanket access to the source file location.Aug 29, 2026·
Katie Support Ticket ProfileKatieKatie submits tickets primarily on behalf of her staff for phone issues and badging access rather than for personal IT problems.Aug 3, 2026·
SCHARP - Barracuda ESG: nothing in mailbox, pull from Cloud Control portalBarracuda ESG16 messages found - all marketing newsletters, support tickets (Case 05396062), password resets, account access transfer. NO contract data. Christi has Barracuda Cloud Control admin access (created 12/2025 by Lorenzo, password reset 2/19/26). CW Help ticket #938596 closed 5/1/26 (Setting up barracuda CITadmin account). Next step: Pull contract details from Barracuda Cloud Control portal directly.May 5, 2026·
Rule lifecycle management for time-bound projectsOutlook Copilot / n8nHigh and low priority flags for time-bound events such as pending closings should be created as temporary rules with a defined removal process once the event concludes, to prevent rule sprawl.Jun 18, 2026·
ScalePad LMX - Adopted as Standard vCIO Tool at Crimson ITPete, Anzor, Christi, JasonScalePad Lifecycle Manager (LMX) is now the standard tool for vCIOs at Crimson IT. Features: asset tracking from RMM, warranty lookups, hardware reports (sent monthly to all clients via Seg/APS), assessment templates (compliance, cyber, new client), roadmap/Gantt/Kanban views with on-track/at-risk status, M365 integration available (shows active usage beyond Liongard), CW Manage integration (daily sync). Cost: ~$20/client/month. Update cadence: 2x/week (Wed + Fri). Portal URL: myapps.myapplication.microsoft.com. Pete's guidance: don't make it too complex or it becomes stale. Must be accurate enough to check anytime.Apr 21, 2026·Deadline: All client orgs current by April 30. Pete/Anzor will spot-check. Christi has SCHARP linking issue (name mismatch RMM vs CW). Anzor enabled Hudu sync for networking, Meraki, switches, LAN, printing, wireless. Pete to schedule call with Anton re: RMM patch accuracy.
Constant Contact allocationConstant ContactConstant Contact is shared by Development and Marketing; a saved favorite 50/50 allocation exists in Concur and should be applied consistently.Aug 12, 2026·
Gabby no-charge training entries for Ms. RaahiGabbyGabby logged approximately 1.1 to 1.2 hours of no-charge time for training and assisting technician Jesse on PST exports, Office licensing, and backups. These entries produced the one-hour zero-rate adjustment line on Ms. Raahi's invoice.Jun 5, 2026·
SharePoint link sharing permissionsMicrosoft SharePointAnyone (external) links expire after 30 days by default; internal org links have no expiration; version history is accessible via File > Info > Version HistoryJun 15, 2026·
Intratum - Mobile Carrier Consolidation VendorIntratum (Marco Cimmino)Intratum, contact Marco Cimmino, is a potential multi-carrier mobile plan consolidation vendor. Being evaluated for SCHARP mobile cost optimization.Apr 16, 2026·
Plaud and OpenAI DeploymentPlaud / OpenAIPlaud and OpenAI tools have been deployed to client machines; RMM integration is pending as the next technical step.Jul 21, 2026·
Text to Columns for Date-Time SplittingMicrosoft ExcelCombined date-time values can be split using Data > Text to Columns with Delimited option and delimiter T. Resulting date columns can be formatted using Short Date or custom pattern DD\MM\YYYY.Jun 5, 2026·
Generational trauma and boundary impactTeen parents in foster careAbsence of clear caregiver boundaries has been directly linked to repeat pregnancies in quick succession among teenage parents in foster care, perpetuating generational cycles of traumaAug 24, 2026·
Copilot usage monitoring capabilityMicrosoft CopilotCrimson IT can monitor Copilot active users and usage patterns across Outlook, Word, Teams, and Edge to inform license ROI assessments and adoption adjustments.Aug 5, 2026·
Hudu documentation migration urgencyHuduOlivia has a large volume of documentation requiring migration into Hudu with only a couple of days remaining; existing documentation automation tool built by Christi can assist with the processJun 5, 2026·
Christi - Adoption and Foster CareChristi BrownChristi finalized the adoption of her daughter Dom and is now fostering two additional teenage girls through California's extended foster care program for non-minor dependents. Dom received a full scholarship to UC Merced and is leaving for college in approximately four weeks from the meeting date of 2026-07-24.Jul 24, 2026·
Cloud Teams rollout quote referenceClientCloud Teams SSO rollout is scoped under quote 75-14; setup uses Cloud Teams platform, not Cloud Enterprise.Jun 17, 2026·
UBI Company Mapping - Cascading ArchitectureConnectWise UBIUBI supports company-level mapping that cascades down to sites, minimizing per-site configuration overhead compared to the legacy RMM-PSA integration.Jun 5, 2026·
Monty Single Point of Failure RiskMonty (Eldridge)Vince identified that Eldridge processes rely heavily on Monty as an individual rather than documented systems, creating a single-point-of-failure risk.Jun 5, 2026·
Compliance Officer CandidatesChristi, PeteInternal candidates under consideration: Robert (to evaluate), Sean (viewed as well-rounded, favorable), Bogdan (concern about mindset fit). No selection finalized as of 2026-05-26.Jun 6, 2026·
SCHARP billing cadenceChristi BrownSCHARP billing is managed on a weekly basis.Jul 21, 2026·
Contract fulfillment timelinesComtech / G2Comtech contracts can be produced the same day upon request; G2 contracts may take one to two days.Jun 18, 2026·
Inactive client entitiesCrown Sierra / Green StreetCrown Sierra and Green Street are no longer in operation and should be removed from active service and reporting lists.Jun 18, 2026·
Copilot agent naming conventionMicrosoft 365 Copilot AgentsAgents should be named with department codes in brackets for discoverability across the organization.Aug 6, 2026·
Copilot agents for repeatable tasksMicrosoft 365 CopilotCopilot supports persistent agents with saved instructions for repeatable tasks such as passphrase-based password generation; sensitive agent chats should be permanently deleted after use.Jun 5, 2026·
IT system updates disrupting Claude localized workflowsCrimson IT internal environmentForced corporate IT system updates can temporarily disrupt localized Claude workflows and terminal command access. On 2026-08-14 an 08:00 AM forced update caused a 20-minute reboot disruption during training.Aug 18, 2026·
Maverick migration timelineMaverickOngoing user changes at Maverick are expected to continue for several more weeks with final migration targeted by end of June 2026.Jun 5, 2026·
Speaker 2 Out of OfficeSpeaker 2Speaker 2 will be out of office on August 20, 2024.Jul 23, 2026·
Crimson IT help desk AI capabilityCrimson IT help deskThe Crimson IT help desk is trained on AI tools including Copilot and ChatGPT; complex AI questions are escalated to Christi.Jun 5, 2026·
Alere pilot group membersAlerePilot users are Colin, Mark, Jolie, Daniel, Sam, and the executive sponsor. Pilot group is tasked with developing 2 to 3 test use cases each.Jun 5, 2026·
Ongoing Training AvailabilityChristiOpen training sessions continue but less frequently before late September. Christi has irregular availability late September to early October. General training calendar and more offerings, including Power Automate, resume in October. Staff can book 1:1s via booking link in Christi's email signature.Aug 29, 2026·
Meraki and Dell procurement lead times challengingMeraki / DellCrimson having significant procurement challenges with Meraki and Dell. Lead times are challenging as of June 2026. Sales team requesting hardware requests be submitted as early as possible. Working to add additional distribution channels.Jun 2, 2026·
Claude AI permission modelClaude AI / MicrosoftAI permissions in Claude mirror existing Microsoft user permissions; users cannot access data in Claude that they do not already have permission to see within Microsoft.Aug 12, 2026·
Signal Partners onboarding contactSignal Partners / TimChristi has spoken with Tim at Signal Partners and shared information with Pete; onboarding details are pending further internal alignmentJun 5, 2026·
Uncommon 601 CW and Hudu namingUncommon 601Client is listed as Uncommon 601 in ConnectWise; the Hudu location is filed under UncommonDevelopers.Jun 5, 2026·
401k transition to EmpowerCrimson IT US employees401k is moving from American Funds to Empower; blackout period runs July 13 to August 3 2026; contributions from July 25 paycheck will be remitted to EmpowerJul 22, 2026·
Microsoft Copilot cloud team license pricingMicrosoftCloud team license for Microsoft Copilot is quoted at $25 per user per month with a five-user minimum, totaling $125 per month, which includes $100 of monthly credits.Jun 18, 2026·
AI Training Session DatesCrimson ITLive AI training sessions are scheduled for August 11 and August 13, 2026. Both will be recorded and shared. The Tuesday session does not require the enterprise AI version; Thursday recommends but does not require it.Aug 12, 2026·
Project 2317 Interim - Cloud PC Self-Reprovisioning IncidentProject 2317 InterimA cloud PC self-reprovisioned unexpectedly; Help Desk was informed and the incident was logged in Hudo.Jul 28, 2026·
Cotsen AI training scopeCotsenAI training started 2026-05-19 covering both Copilot and CoWork because the final AI tool selection has not been made; AI usage policy will be sent for signatures after trainingJun 6, 2026·
SCHARP - Peerless/Infobip account transition still open from FebPatrick Doolin (Infobip)Christi sent formal intro to Patrick Doolin at Peerless/Infobip 4/22 as new CIO. Lorenzo departure ticket 00757680 from Feb 23 still unanswered. Requesting account access transfer, internet upgrade for HQ and Cyxtera. On 3-year agreement through May 2027.Apr 22, 2026·
CIT capacity calculatorChristiChristi built the CIT capacity calculator; it was posted in shared resources by Anzor. Tool is relevant for help desk cost and capacity estimation.Jun 18, 2026·
Entertainment subscriptions class assignmentNetflix / Disney / PeacockNetflix, Disney, and Peacock subscriptions should be classed under Lauren Selfrank in Concur.Aug 12, 2026·
Media Converter Delivery LocationAngelDrop-ship target for media converters is either the camp or the technician's office in Irvine near Cal State Fullerton; must arrive by Wednesday morning to support Thursday on-site work.Jun 5, 2026·
AF Board moving to true cost model (governance-level commitment)AF Board / Carl Gayden CFO / Susanna / KathyAF's board has decided to commit to a true cost accounting model. Christi flagged 2026-04-30 with note that fuller meeting context is forthcoming. Historical context: Cost Allocation Dashboard work since 3/12/2026 was tied to operational true-cost push from Susanna/Kathy/Carl. Board taking it on = escalation from operational to governance. Expected ripple effects: IT charged to programs at full loaded cost (not subsidized), Cost Allocation Dashboard becomes mandatory deliverable, Crimson billing structure with AF may need restructuring, program-level IT consumption reporting needs to exist, agreement 449/313 split may need program-level allocation logic. See Agent Queue rec9pCVwETfn1c2N8 for full context.Apr 30, 2026·Surface to Bekker, Rex, Warren on next session start. Update entry once Christi's meeting note arrives with full board decisions and timeline.
Helpdesk same-day resolution rateHelpdeskAs of May 19, 2026 weekly metrics: 31 compliance tickets, 51% same-day resolution, 385 open tickets (increasing trend), 1.19 hours average time per ticket (decreasing trend).Jun 5, 2026·
Copilot Agent naming conventionMicrosoft Copilot / AlereShared Copilot Agents at Alere should be named using a three-letter department code in brackets followed by a descriptive name, for example [PMG] Lease Abstract Assistant.Aug 5, 2026·
Clio API availabilityClioClio has a full API that allows creation of custom connectors in Power Automate and Claude.Aug 27, 2026·
Ansar Communication and Change Governance PatternAnsarAnsar makes structural changes to ConnectWise departments and boards without notifying Christi or Olivia and without documenting in Setup Tables notes; this pattern is the identified root cause of recurring access and board visibility defects; past interpersonal misfires (e.g., the 'pretty' comment) are also notedJun 5, 2026·
AF Camp Paivika Capex - Original 110K Request DocumentationCarl Gayden (CFO) / Kathy Cobb (Finance)Camp Paivika infrastructure upgrade original capex: Quote 7012 (Part 1) = 40000 + Quote 7013 (Part 2) = 42950.95 + ComDirect cabling = 27524.17 = TOTAL 110475.12. Down payment of 82950.95 received 1/13/26 (CW Ticket 908452). Kathy Cobb (acting CFO) reduced budget by approx 36K before Carl Gayden arrived as new CFO. Sergio backed Crimson in 5/19/26 ELT meeting. Carl needs to find the 36K from another budget line to fully fund the project. Quote files in Camp Upgrade folder.May 20, 2026·
Client External AI TutorClientClient is engaged with an external third-party tutor for AI prompt training, running in parallel to Crimson IT's engagement.Jun 18, 2026·
AbilityFirst HIPAA-compliant storage policyAbilityFirstAbilityFirst employees must store data in SharePoint, Teams, or OneDrive for HIPAA compliance and are forbidden from using personal Google Drive accounts.Jun 6, 2026·
UBI Mid-Month Contract Billing - Known IssueConnectWise UBIUBI sync may error when contract year cycles have mid-month start dates. Feature is under review; updates will be posted in release notes and the ConnectWise Virtual Community.Jun 5, 2026·
AI training delivery scheduleCrimson IT / CotsenThe AI training session is being delivered three times total; attendees may join additional sessions as refreshers; sessions are recorded and a recording link and summary are emailed after processingJun 6, 2026·
Weingart - yellow CSAT on ticket 929436Jose (Crimson)Customer Thermometer yellow alert for Weingart Center ticket 929436. Anonymous. Jose was ticket owner.Apr 21, 2026·
Token Spend Risk Without Budget ControlsAI Community of PracticeAn attendee burned approximately 500 dollars in six to eight hours with token limits removed; token spend tracking and budget control are considered a first-class concern in AI deploymentsJul 30, 2026·
SCHARP Box migration destination changeSCHARPReports are stored in both SharePoint and Box; Box migration target has been changed to Microsoft rather than Google; requires stakeholder confirmation.Jun 16, 2026·
ADT/Brivo HiTech Access Control - EOL and StalledADT, Brivo, HiTechADT/Brivo HiTech vendor situation still unresolved for both SCHARP and Crenshaw/BAFMA sites. System went EOL last month. Escalation email sent. Dr. Barbour needs to sign off on quote to proceed. This is blocking and time-sensitive.Apr 16, 2026·
Conference history and real estate focusAnzorCrimson IT has attended industry conferences since approximately 2018 or 2019; Anzor has maintained focus on the real estate industry vertical through these eventsAug 28, 2026·
Copilot security policies statusMicrosoft CopilotCopilot security policies are active and functioning with no alerts triggered; one policy has been flagged as needing tightening but is low priority.Aug 27, 2026·
David Aberra - Contact InfoDavid AberraDavid Aberra is Director of Support and Operations at Newmark. Email: David.Aberra@nmrk.com.Jun 10, 2026·
Inbox/Calendar Automation App - Current IterationChristi BrownCrimson's internal version is iteration 5 or 6 and includes additional features and color-coding beyond the base demo version connected to Christi's personal OutlookJul 21, 2026·
CIT Admin Permissions GapCIT Admin AccountCIT admin account is in use without Senthil Segura integration; a same-mask access alignment is needed and pending Charles providing guidance; this is a known temporary permissions constraint.Jun 18, 2026·
SSO Setup Performed Pre-KickoffVinceVince set up SSO to ensure Microsoft sign-in works prior to project kickoff and without awareness of the formal project ticket, creating documentation and billing gaps.Jun 18, 2026·
Power Automate licensing included in standard Microsoft enterprise plansMicrosoft Power AutomatePower Automate is included at the standard level for any organization in the Microsoft enterprise environment; most users do not require a premium license for core automation needs.Aug 27, 2026·
Copilot agent building best practicesMicrosoft 365 CopilotEffective agents use fewer than approximately 10 source files to reduce dilution; instructions should be written like onboarding a new hire with exact sections, order, tone, and depth specified; agents should be tested against previously completed work to validate quicklyAug 3, 2026·
AF - Melissa Lloyd former employee email/Teams access approvedMichuan Fleming / Sergio Rizzo-FontanesiMichuan requested access to former employee Melissa Lloyd's email and Teams. Sergio (President/CEO) approved 4/20 with no objection.Apr 20, 2026·
Internal project kickoff standardMikeAgreed direction is a brief internal kickoff call (approximately 15 minutes) between account management and the PM for every approved project to establish ownership and alignment.Jun 16, 2026·
Sam - AI productivity workflowsSamSam uses AI tools personally for inbox spam sweeping, flagging important emails, and tracking tasks assigned by superiors using ChatGPT.Jul 23, 2026·
Gabby certificationGabbyGabby completed Fortinet free training certifications as of approximately mid-2026.Jun 6, 2026·
Anzor granted Azure Reader to DCI pen tester without ticketAnzor Zurhaev / Nathan Smith (DCI)4/7/2026: Anzor directly granted Azure Reader permission to Nathan Smith (nsmith@dcinnovationsinc.com) on two Crimson IT subscriptions for DCI pen test engagement. No ticket existed. No end date documented. Access must be revoked when engagement ends. Change logged retroactively as CW ticket #932081. Pattern: Anzor fires from the hip on access grants without creating tickets.Apr 7, 2026·DCI Partners: Dmitry Finkler (CISSP, CISM), Daniel Zimerman (CISSP, CEPT). Anton Mark providing internal access. Track engagement end date for access revocation.
Concur expense report in progressSpeaker 2Speaker 2 was actively working on completing their Concur expense report and tracking down outstanding receipts as of August 10, 2026.Aug 12, 2026·
DMARC alignment requirementDomain email infrastructureCorrect DMARC enforcement requires the From domain to align with either the SPF-authenticated Return-Path domain or the DKIM d= domain; all legitimate sending services must be authorized in SPF or DKIM-sign outbound mailJun 5, 2026·
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