Copilot document blending from superseded versions
Microsoft Copilot
Copilot may blend superseded versions of documents from indexed content unless explicitly anchored to a specific file using the forward slash '/' reference technique.
Jul 22, 2026
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College to Career Program - Laptop Issues Now Resolved
Client - College to Career Program
Previous issues with non-functional laptop cameras and audio on Zoom were resolved within the last two months following more frequent security updates by Crimson IT
Aug 27, 2026
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Copilot operates within Alere Microsoft tenant
Microsoft Copilot / Alere
Copilot operates entirely within Alere's secure Microsoft 365 tenant; user data is not used to train public AI models and enterprise data protection policies apply at all times.
Aug 5, 2026
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Pete Communication Style
Pete
Pete is outcome-oriented and defaults to solution mode; this creates friction with Olivia, whose primary need is to be heard before solutions are offered; Christi functions as the translation layer between them
Jun 5, 2026
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Oracle fiscal year end May - timing indicator for deals
Oracle
Oracle fiscal year ends May. Can tell how good their quarter is by how hard they negotiate at end of May. Last week of May 2026 they were stingy (likely good Q4). Q4 2025 was fire sale. NetSuite/OCI deals follow same pattern. HCM is underperforming product - mention competitors like UKG/Workday to gain leverage.
Jun 3, 2026
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April calendar agent guardrails
April (calendar agent)
Agent named April inserts focus blocks only in open calendar windows. It is prohibited from moving or modifying external invite-based meetings. Windows and exceptions must be pre-approved by the calendar owner.
Jun 18, 2026
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Copilot Access Methods
Microsoft 365 Copilot
On Windows, launch Copilot Chat via Start menu and select Copilot 365. On Mac, access via Office.com; login may be seamless if already authenticated. Copilot is enterprise-enabled on staff accounts.
Aug 29, 2026
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AI Training Session Scope
Christi
Christi is planning an AI training session that will cover Copilot, OpenAI, and Claude, incorporating client or user-submitted use cases.
Jul 21, 2026
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FY2026 IT budget status
SCHARP
FY2026 IT budget ending June 30, 2026 is approximately $150,000 under budget.
Jun 6, 2026
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Christi availability constraints June and August 2026
Christi
Christi will be on vacation for one week in June 2026 and one week in August 2026. Gabby and Julia are designated backups during those periods.
Jun 5, 2026
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SCHARP computer upgrade target: September 2026
SCHARP
Robert behind on SCHARP computer upgrades due to ADT badging system issues. Worked Saturday to catch up. Completion target remains September 2026. Laptops being processed and leaving storage.
Jun 5, 2026
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Anderson RE - tenant survey project, Power Automate recommended
Julia Kronfli / Tom Vieira
Anderson changed to one survey template, going to all buildings May 4. Need Excel charts and polished report. Christi scoped 15-25 hrs project, recommended Power Automate over pure Excel. Vincent Kao is Anderson account lead.
Apr 22, 2026
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Copilot honesty rule best practice
Microsoft Copilot
Key best practice is to instruct Copilot: if it is not in the document, do not guess, state not specified. This prevents fabrication and improves reliability.
Aug 5, 2026
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Claude platform overview
Claude (Anthropic)
Claude is an AI tool from Anthropic used for creating assets and performing tasks. The platform supports over 2,000 integration connectors. Memory must be manually enabled under Personal Settings > Capabilities by activating the top two options. Artifacts (documents and dashboards built by Claude) are managed through organizational settings.
Aug 27, 2026
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Copilot model selection
Microsoft Copilot
Users can select specific AI models such as ChatGPT or Claude within Copilot Chat, or use the Auto setting.
Aug 5, 2026
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Copilot project budget status
Christi, Gabby
As of June 18, 2026, Copilot deployment project is at 49% of budgeted hours with approximately 30 hours logged between Christi and Gabby
Jun 18, 2026
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CEO Appointment - Pete
Pete
Pete was appointed CEO of Crimson IT as of May 20, 2026; Anzor shifts to new business development, corporate culture, strategic customer relationships, and leading the AI-first transition, reporting to Pete.
Jun 5, 2026
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Private equity portfolio remediation win
Crimson IT
Crimson IT outperformed a large MSP for a private equity portfolio client, delivering DLP via Microsoft Purview and secure AI training. There is a potential opportunity to present to the PE firm for broader portfolio engagement. Identified as a case study candidate.
Aug 27, 2026
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Base44 portability and export mechanism
Base44
Some Base44 versions allow exporting the entire project as a ZIP file for redeployment elsewhere; portability depends on the client's specific version and license type
Jun 18, 2026
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Copilot Full Deployment Confirmed
Microsoft Copilot
All users have been placed on Copilot, clarifying a previously unclear rollout status.
Jul 21, 2026
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Claude Co-work Feature
Claude
Claude Co-work automates multi-step tasks such as folder organization and budgeting; users advised not to skip all approval steps to prevent accidental actions like mass file deletions
Jul 27, 2026
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SHARP MFA activation
SHARP
MFA was activated for SHARP with a grace period in place; minimal issues reported as of 2026-05-19; secure mail migration is excluded from the current phase
Jun 5, 2026
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Chris Brown role at Crimson IT
Chris Brown
Chris Brown holds the title of CIO at Crimson IT and co-instructed the Microsoft 365 Copilot training series alongside Christi.
Aug 11, 2026
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UBI Product Mapping - Pricing Residency
ConnectWise UBI / PSA
RMM products are mapped to PSA catalog items; pricing and cost reside in the PSA, not in UBI. Vendor is selected as RMM and linked by product name, price, and cost.
Jun 5, 2026
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Onsite contacts
Kelly / Alex / Will
Kelly is the primary onsite contact. Alex and Will are onsite facilities staff. All three are to be included in project communications and documentation.
Jun 6, 2026
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Claude - compliance standards
Claude (Anthropic)
Claude follows NIST compliance guidelines, considered comparable in rigor to SEC requirements, and is designed to prevent PII leakage.
Jul 23, 2026
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Copilot Training Schedule
Crimson IT / PEC
All-client Copilot within Apps webinar: August 13, 2026 at 2:00 PM. AI Basics training: August 14, 2026. Power Automate training: August 25, 2026 at 2:00 PM.
Aug 13, 2026
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Jen Bourbon Trail preference - Heaven Hill Spring Distillery
Jen (BAFMA COP)
Jen did the Bourbon Trail with family after Indy Grand Prix (May 2026). Favorite stop: Heaven Hill Spring Distillery (opened Nov 2025) - super high tech with recycling/electric filtering. Had private tour on Monday. Also visited Bardstown, Buffalo Trace, Peerless. Husband is into bourbon and racing. Sister-in-law from Bardstown.
Jun 3, 2026
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IT department mailbox access
Christi
Christi granted herself access to the IT department mailbox to retrieve settings.
Jul 21, 2026
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ExcelBoss.com venture
ExcelBoss.com
New company ExcelBoss.com launched to provide AI custom software solutions; clients include WineGuard (GetHelp replacement) and AutoConcierge (rebuilding Zoho CRM and billing platform)
Jun 17, 2026
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Power Automate Capability Gap
Power Automate
Power Automate lacks the granularity and flexibility required for Christi's complex automation workflows, such as a sophisticated inbox sorter, which drove the need for N8N.
Jun 16, 2026
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Copilot two entry points
Microsoft 365 Copilot
In-app Copilot is grounded in the active file or email for single-file tasks; Microsoft 365 Copilot chat is grounded across emails, files, chats, and meetings for broader cross-domain queries
Aug 3, 2026
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Teams meeting recap prerequisites
Microsoft Teams / Copilot
Copilot AI meeting summaries, video recaps, notes, and screenshots require recording or transcription to be enabled for the meeting session.
Jun 5, 2026
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Power Automate Copilot integration patterns
Power Automate / Microsoft 365 Copilot
Power Automate can trigger on a schedule to produce daily research briefs or on a file-drop event to generate meeting summaries automatically saved to Outlook Drafts.
Aug 6, 2026
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Huntress migration complete for Eldridge - replaces Sophos MDR
Eldridge Acre
Eldridge Acre fully migrated from Sophos MDR to Huntress endpoint security. Migration confirmed complete by Sean during tabletop exercise June 2, 2026.
Jun 2, 2026
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Freeze day June 17
Project team
No project work will be performed on June 17, 2026. Tasks will be rescheduled to June 18, 2026.
Jun 5, 2026
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Calendar and Meeting Transcript Integration
Mail Intelligence App
App integrates calendar for agendas and activity; users can paste meeting transcripts and the system remembers attendees and agreements to inform AI reply drafts; future Microsoft transcript ingestion planned.
Aug 13, 2026
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Copilot training instructors
Christi Brown, Chris Brown, Giancarlo
Microsoft Copilot training for Alere was led by Christi Brown and Chris Brown (CIO at Crimson IT), with Giancarlo providing Alere-specific context.
Aug 5, 2026
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Dr. Barber AI Interest
Dr. Barber
Dr. Barber's interest in trying AI tools is the primary driver behind SCHARP's AI policy formalization effort.
Aug 31, 2026
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Excel COUNT Function Distinctions
Microsoft Excel
COUNT counts numeric cells only; COUNTA counts all non-blank cells; COUNTBLANK counts empty cells. Results differ when applied within PivotTable ranges versus raw data ranges.
Jun 5, 2026
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Westwood Claude deployment status
Westwood / Claude application
Claude application was targeted to go online August 7, 2026; stalled due to Microsoft code issues; COO Lauren did not have Claude installed despite being licensed; application has since been pushed to user computers
Aug 11, 2026
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Copilot email routing convention
Crimson Team
Including the word Copilot in an email subject line routes the message to the entire team for assistance; this is the intended workflow for routing questions from individuals such as John or Juan
Aug 11, 2026
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Copilot Training Day 2 Content
Microsoft 365 Copilot
Friday covers Copilot within Outlook, Word, Excel, and PowerPoint; creating agents, libraries, and notebooks; notebooks may consume significant session time.
Aug 29, 2026
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Ticket-Project Linkage is Optional in Practice
Internal PSA System
Ticket-to-project linkage is not enforced in the company system; change requests are frequently skipped and project discovery is tribal, meaning few staff know where or how to find projects, which erodes PM oversight and audit reliability.
Jun 19, 2026
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Ishida Wong and Associates UPS replacement
Ishida Wong and Associates
UPS replacement scheduled for July 23 2026 in the afternoon
Jul 22, 2026
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Sims MRI Application Scream Test
Sims
A scream test on what appeared to be an unused MRI application at Sims confirmed the application is still in active use, averting a problematic migration.
Jul 29, 2026
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Maverick domain migration urgency
Maverick
Maverick has a large domain migration with a tight 12-day deadline requiring overtime, weekend work, and potential additional resources.
Jun 5, 2026
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Christi Claude subscription
Christi
Christi uses her personal Claude subscription for work because her Crimson company Claude token allocation is maxed out.
Jun 6, 2026
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Group meeting effectiveness concern
Michuan
Michuan assessed the team as currently ineffective in group meeting settings due to group-think; one-on-one meetings recommended as the starting format before scaling to group director-style sessions.
The Analyst agent may estimate on aggregates rather than compute exact values; remedies include forcing Python execution (subject to security enablement) or pushing formulas directly into the sheet.
Jul 22, 2026
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Crimson fully burdened rate
Crimson IT
Crimson's fully burdened rate overhead percentage is 22%, applied by multiplying the hourly rate by 22% and adding it back to calculate total employee cost including salary, benefits, and overhead.
Jun 6, 2026
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Insider threat monitoring configuration
Anton's team
Insider threat monitoring tracks deleted files and folders and is enabled for all users. Anton's team is the responsible party for activation.
Jul 24, 2026
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Power BI licensing request
Microsoft Power BI / SCHARP
Jennifer C requested additional Power BI licenses for managers and key admin staff. Approved by Dr. Barber. Non-profit pricing to be researched. Specific license SKU to be confirmed with Pratt.
Jun 6, 2026
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ADT access control at 2594 Doctor Barrow
ADT
ADT access control and alarm system at 2594 Doctor Barrow has never been activated; system exists at the location but has not been turned on as of 2026-08-04.
Aug 4, 2026
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Meraki Floor Plans - Ability First and SCHARP
Christi / Ability First / SCHARP
Christi is documenting device locations for Ability First using Meraki floor plans. Target is to complete Ability First by year-end 2026 and then begin SCHARP.
Jul 29, 2026
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Migration seeding access restriction policy
Crimson IT
During the seeding phase, user access to migrating shares is restricted to prevent interference with the copy and final sync; folder structure changes must be coordinated with the migration team before final sync
Jun 15, 2026
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SCHARP - Cisco Duo non-renewal given 3/2/26, lapsed ~4/11/26
Cisco Duo
CHRISTI ALREADY DECLINED RENEWAL 3/2/26.
Quote: 'We have been evaluating our security stack as part of a broader infrastructure review, and we will not be renewing the Duo subscription at this time. We are moving in a different direction for MFA.'
Reseller: LT Technologies (Armen Tsiligian, armen@lttechnologies.us, 818-431-5722) sent 40-day renewal notice 3/2/26.
End date: ~2026-04-11 (40 days from 3/2/26 notice). Subscription should already be lapsed.
ETF: N/A - declined at term end.
Monthly cost / license count: not stated in renewal email.
Replacement path: Google MFA via SCHARP MFA Rollout Plan (deadline 5/15/26).
Key messages: 19cafa743c2577b9 (Armen notice), 19cafc4bdacc9093 (Christi non-renewal), 19cb010d9e2f9b5e (Armen acknowledgement).
May 5, 2026
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Michael Priester is Avalon contact for AI Foundry project
Michael Priester
Michael Priester is the Avalon contact for the AI Foundry project. Training Michael is included in paid scope, but building out AI Foundry is separate additional cost.
Jun 5, 2026
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22% burden factor origin
Crimson IT
The 22% fully burdened rate was calculated in a prior period and includes items such as the Philippines 13th month pay; may require updating to reflect current benefit structures.
Jun 18, 2026
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Cowork on Copilot credit cost
Microsoft Cowork on Copilot
Cowork on Copilot uses a credit system that is not clearly documented by Microsoft; a single task such as organizing an inbox can consume approximately ten dollars in credits, and a heavy user could deplete a fifty dollar credit budget within three hours.
Aug 27, 2026
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Researcher Agent usage and citation risk
Microsoft Copilot Researcher Agent
The Researcher Agent builds in-depth briefs by pulling from the web and user files, and outputs can be exported to Word, PowerPoint, PDF, or infographics. All citations must be read and validated before reliance due to potential inaccuracies.
Aug 18, 2026
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Faroaks site MPOE location
Faroaks site
MPOE is located behind the reception desk; wireless reception at the site is strong
Jun 17, 2026
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IT Budget FY2029 Plan
Kashif
Total planned IT budget is approximately $1.2 million covering services, one-time projects including migrations, and a three-year savings plan through fiscal year 2029; prior submission by Lorenzo was $1.5 to $1.8 million.
Aug 3, 2026
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Copilot file reference method
Microsoft Copilot
To analyze a file in Copilot, always start a new chat and reference the file using a forward slash. Files must be downloaded and saved to the My Documents folder, which syncs to OneDrive, for reliable access.
Aug 18, 2026
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Olivia Role and Operational Stance
Olivia
Olivia is the Help Desk Lead; she seeks pragmatic throughput and rejects performative security that breaks operational floor capabilities; she is a key stakeholder whose buy-in is necessary for GDAP and change control adoption.
Jun 19, 2026
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College to Career Program - Communication Platform Usage
Microsoft Teams / Zoom / Outlook
Leadership uses Teams for quick internal communication; educational coaches rely on Zoom for student meetings and Outlook for internal communication; Teams is underutilized among coaches
Aug 27, 2026
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Co-Work Feature Cost Model
Microsoft Copilot
Co-Work operates on a pay-as-you-go credit system. A single inbox-organizing task cost $5 on the Crimson side. Power users may deplete credits quickly. Christi advises against enabling it without careful cost planning.
Aug 13, 2026
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Crimson IT training video workflow
Crimson IT
Client-facing training videos include an intro animation; Speaker 1 handles editing and captions and uploads to YouTube. Mike prefers light editing with intro branding consistent with a Tech Tuesday style approach.
Aug 27, 2026
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MPath training platform notification failure
MPath
MPath access request notifications appear to be broken or routed to spam; Pete no longer receives them; pending requests not visible on dashboards; last visible request was February; overall platform usage is low despite some employees completing courses
Aug 11, 2026
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Compliance Officer Role - Internal Preference
Pete
Pete prefers developing an internal candidate for a compliance officer role rather than hiring externally. The role would report to Christi Brown.
Jun 6, 2026
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ConnectWise progress billing - workflow steps
ConnectWise
Progress billing workflow: navigate to invoicing board, select project, open Actions, choose Create Progress Bill, set WIP Available to Bill to PM-approved amount, click Continue to generate invoice, locate invoice in Company Finance under invoices tab, confirm type is Progress, preview, and email using the default invoice template.
Jun 16, 2026
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Email Auto-Archive Rule
Mail Intelligence App
App includes an option to clear read emails after 14 days to an archive or catch-all folder; user-configurable data retention duration with optional automatic deletion.
Aug 13, 2026
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Personal - Speaker 1 Daughter UC Merced
Speaker 1
Speaker 1's daughter was accepted to UC Merced, graduates in approximately two weeks from May 27 2026, and starts on August 19 2026.
Jun 6, 2026
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Create Agents feature dependency
Microsoft Copilot
Create Agents feature in Copilot requires Anthropic models to be enabled in the tenancy settings
Jun 18, 2026
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Enterprise AI hosting strategy
Azure Foundry
Strategy principle is to own your context and rent your intelligence; Azure Foundry is used as the model-switching layer to preserve portability.
Aug 11, 2026
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OpenAI Application Rollout Status
OpenAI
Resent application deployment succeeded for 12 users. LTO6 installation is in progress. Jeff (LT14) and Richard Cantu (LTL1) are fully installed.
Jul 21, 2026
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Concur vs Crimson expense submission
Concur
Christi finds Concur significantly easier for submitting expenses compared to the Crimson internal version.
Jul 21, 2026
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ConnectWise project tracking practice
Christi
Christi checks ConnectWise for open projects before client meetings to stay informed on project status. Project tickets must be used to track all billable project work.
Jun 16, 2026
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Work IQ toggle
Microsoft Copilot
The former Work/Web toggle is now called Work IQ; when enabled it searches both internal Alere data and the public web simultaneously.
Aug 5, 2026
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Alere and Anderson active progress billing clients
Alere / Anderson
Both Alere and Anderson are active projects requiring monthly progress billing. Alere was used as the live demonstration case during this session. Anderson is cited as a near-term onboarding that will increase billing volume.
Jun 16, 2026
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Cloud Teams billing model
Client
Billing is direct to client; active credit card required only at go-live to avoid early charges.
Jun 17, 2026
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Wayfinder Copilot adoption
Wayfinder
Approximately 20 Wayfinder users have some Copilot access in Teams chat; standalone Copilot licenses are not universal across the organization
Jun 15, 2026
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Pete as management buffer
Pete
Pete serves as a key stress buffer between Anzor and the team; Christi credits this dynamic for significantly lower stress compared to her previous role with the Dodgers
Jun 5, 2026
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Adopto Hub
AbilityFirst / Crimson Team
Adopto Hub is a project under development that has been identified as a potential integration candidate with HelmBOS.
Jun 6, 2026
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Shared Responsibility Plan and funding access
DCFS
A signed, approved, and court-filed Shared Responsibility Plan is a prerequisite for accessing additional funding channels including the infant stipend for a non-custodial child
Aug 24, 2026
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Training Series Development
Christi Brown
A higher-level training series is being created based on feedback from Kashif and others, focused on teaching how to use the tools and concepts discussed in engagements.
Jun 6, 2026
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Microsoft 365 Copilot new AI models
Microsoft 365 Copilot
As of June 2026, new models live in Microsoft 365 Copilot include Claude Opus 4.8 and OpenAI GPT 5.5.
Jun 5, 2026
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Avalon help desk provisional fully burdened hourly rate
Crimson IT
A provisional fully burdened help desk hourly rate of $28 was agreed for Avalon estimation purposes, derived from a $22.77 average technician hourly rate with a 22% burden factor applied.
Jun 18, 2026
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Spectrum outage credit
Spectrum
Speaker 1 received a $40 monthly discount and an 80-hour credit from Spectrum following a service outage.
Jul 28, 2026
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File migration window
Crimson Team
File migrations are scheduled over weekends (Aug 1-2, 2026 in this case) to minimize business disruption.
Jul 28, 2026
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Christi Brown - Background
Christi Brown
Christi has a background with the Dodgers and led their migration from Zoom to Teams following Zoombombing security breaches
Aug 27, 2026
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Alere Copilot and Westwood Copilot Project Closure
Alere / Westwood
Alere Copilot and Westwood Copilot projects scheduled for closure during the week of 2026-08-31 project meeting.
Aug 31, 2026
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Custom Domain Support
Mail Intelligence App
The app supports custom domain configuration, for example mailintelligence.westfin.com, allowing white-labeling per client tenant.
Aug 13, 2026
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Avalon Project Status
Avalon
Avalon project is on hold with due date extended to end of October 2026.
Aug 31, 2026
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Teams incremental licensing cost
Microsoft Teams
Estimated incremental cost to add Teams telephony is approximately $4 per user on top of existing Microsoft nonprofit licensing.
Jul 28, 2026
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Cloud Team Setup Project Scope
Client
Signed quote covers Cloud team setup, SSO, training, governance, acceptable use policy, user provisioning, licensing, rollout, closeout, and a project plan as a full package, not limited to SSO and Teams setup.
Jun 18, 2026
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AF I-9 forms may be in randomly created channels with limited access
Ability First
Michuan believes I-9 forms are in the system but possibly on a drive other than HR or payroll. Files might be in randomly created channels with limited access. System-wide search needed.
Jun 5, 2026
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Dr. Barbera Social Engineering Incident
Dr. Barbera
Dr. Barbera was affected by a phishing or credential compromise event; responded with self-reproach rather than frustration, indicating social engineering rather than system failure as the root cause.
Jun 16, 2026
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SCHARP Microsoft licensing through Crimson IT
SCHARP / Crimson IT
SCHARP purchases Microsoft licensing through Crimson IT; margin is already in place including E3 licenses, Power BI, and SharePoint.
Jun 16, 2026
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AI Governance Pro Tip: Partner with Finance
Todd Thomasson
To discover what AI tools are in use across an organization, partner with finance to track AI-related expenses as a shadow IT discovery mechanism.