Planned order comprises 51 devices: 7 switches, 19 indoor APs, 12 outdoor APs, 12 antenna kits, and 1 firewall.
Jun 5, 2026
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Helpdesk Line Bypass Pattern
Helpdesk Phone System
Users bypass the new helpdesk line by calling internal staff directly when they hear an unfamiliar voice. Front desk and HR need behavioral push to redirect users to proper helpdesk number. This undermines ticket tracking and SLA measurement.
Apr 16, 2026
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Ada AI email tool - beta tester deal with Josh
Josh - h5datacenters.com
Josh at h5datacenters.com (josh@h5datacenters.com) is the first major beta tester for Ada and receives the Pro version free forever in exchange for ongoing feedback
Aug 5, 2026
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Base44 preferred hosting direction
Base44 / Azure
Preferred hosting for Base44 redeployments is Azure to keep the application inside the client tenant and aligned with compliance and governance requirements; this is a governance position not just a technical preference
Jun 18, 2026
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UBI Vendor Settings - VMware and Hyper-V Counting
ConnectWise UBI
Vendor-level settings allow administrators to choose whether VMware and Hyper-V counts are merged into a single edition or tracked as two separate editions.
Jun 5, 2026
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Tabletop Exercise Required Participants
Eldridge
Required participants for the Eldridge SEC tabletop exercise include Vince, Anton, Sean, Olivia (team lead), and Monty; Jason was invited to observe.
Jun 5, 2026
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Media Alpha Workshop Platform
Media Alpha
Internal platform lets employees test AI ideas by converting them to hosted web apps with no database. Projects gaining traction are productized; others expire. Adoption is under 10 percent and requires approximately 0.5 FTE of IT support.
Jun 5, 2026
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Claude Chat vs Co-work modes
Claude (Anthropic)
Claude Chat mode is for conversational queries; Co-work mode is for assigning specific tasks. Projects within Claude store documents and branding assets such as logos and letterheads locally and keep topics organized.
Aug 27, 2026
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Copilot tool selection guidelines
Microsoft Copilot
In-app Copilot is for single-file tasks; Copilot Chat is for multi-file workspace tasks including comparing PDF and Excel data without a CoWork subscription; Researcher Agent is for citation-backed reports; CoWork Agent is for delegating entire jobs to AI on a pay-as-you-go basis.
Aug 18, 2026
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Scharp MFA enablement
Scharp
MFA was enabled on 2026-05-18 with a grace period; migration to the full security stack can now begin
Employee AI questions go first to Crimson Helpdesk, escalate to Level 3 technicians for complex issues, and then to Speaker 2 as final escalation.
Jul 23, 2026
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Frontier gate DIA cost reduction opportunity
Frontier
Potential restructuring with Frontier for gate DIA circuit could reduce costs by approximately $1,400/month.
Jul 28, 2026
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Copilot Excel number verification
Microsoft Copilot / Excel
Always verify numbers produced by Copilot in Excel; the analyst agent may estimate totals, so for financial workflows users must force computation and validate outputs against known figures.
Aug 5, 2026
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Tabletop exercise timeline delay
Crimson IT
Tabletop exercise standardization fell behind schedule due to EAP pushing earlier planned timelines.
Jun 6, 2026
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Technician ticket ownership
Gaston / Robert
Gaston and Robert together handle 67% of owned tickets for SCHARP/Basma accounts.
Jun 6, 2026
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Copilot performance considerations
Microsoft 365 Copilot
Copilot performance is tied to data size and internet speed; network performance impact under normal Copilot use is minimal, but large datasets or slow connections can affect response quality and speed.
Aug 6, 2026
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Blue Wave IP allocation method
Blue Wave IP
Blue Wave IP charges are allocated by center using the center breakdown provided on page two of the bill.
Aug 12, 2026
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Ira Ham Media Alpha AI governance demo upcoming
Ira Ham (Media Alpha)
Ira Ham from Media Alpha did AI governance deep dive for BAFMA AI COP. 160 employees, 50 have vibe coding tools access. Built governance tools including submission workshop, matrix of accepted tools, observability tools (Nightfall). JB scheduling follow-up session last week of June.
Jun 3, 2026
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Power Automate document approval external user restriction
Microsoft Power Automate
External users can only be assigned document approval tasks in Power Automate if they are configured as guest accounts in the organization's Microsoft tenant.
Aug 27, 2026
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Foothill Huntress and VPN deployment timeline
Seg / Foothill
Huntress and VPN deployment for Foothill is targeted for completion in the first week of September 2026.
Aug 27, 2026
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Christi Brown - no Azure global admin
Christi Brown
Christi does not hold global admin rights in Azure. Anton holds global admin and is responsible for Azure security and services.
The Project Manager is responsible for specifying the amount to progress-bill regardless of contract type (fixed fee or TNM); the PM-approved amount is entered as the WIP Available to Bill during progress bill creation, not by editing the project's base billing amount in finance.
Jun 16, 2026
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AI project routing policy
Christi
All AI-related client project requests must be routed through Christi. Account managers are not to perform technical AI project work.
Jun 16, 2026
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Ability First Help Desk Bot Adoption
Ability First
Staff at Ability First are receiving training on using the Help Desk bot for how-to support; early reception is positive; the critical behavior to enforce is explicitly instructing the bot to close the ticket after resolution to prevent open-ticket drift
Jun 5, 2026
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Collier's EYP Phone System Issue
Fusion Connect
Collier's EYP has an ongoing phone system issue that persists despite rerouting; next step is reviewing QoS policies with Fusion Connect; if unresolved, further escalation, alternative carriers, or additional network diagnostics may be needed.
Jun 5, 2026
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Advanced Excel training availability
Crimson Team
Advanced Excel Level 2 and Level 3 sessions are available to clients on Tuesday and Thursday at 2 PM and Friday at 10 AM
Jun 18, 2026
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Copilot in Outlook key capabilities
Microsoft 365 Copilot / Outlook
Copilot in Outlook summarizes single emails and long threads with citations, drafts replies via specific instructions, opens draft prompt with Alt+I shortcut, and prioritizes inbox with up/down arrow icons that learn from user behavior.
Aug 11, 2026
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Crimson Help Desk AI Chat Capability
Crimson Help Desk
The Crimson help desk chat in Teams and Slack can answer simple Microsoft 365 and Adobe questions; this capability can be shared with clients.
Jun 5, 2026
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Copilot Facilitator has stability issues (Microsoft-side)
Microsoft Copilot
Copilot Facilitator can auto-fill notes and post updates in chat, but has occasional toggling issues acknowledged as Microsoft-side problem. Not reliable for critical meetings.
Jun 5, 2026
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AF staff emailing document versions instead of co-authoring
AF Staff (general pattern)
Christi emphasized that staff do not need to email attachments anymore when files are in OneDrive or Teams. Training revealed staff habit of sending v1, v2, v3 versions back and forth instead of using share links and co-authoring. This creates version control issues and HIPAA risk with attachments.
May 12, 2026
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Source: AF Word Training 2026-05-12. Behavior change target.
Finance maternity leave October 2026
Speaker 9 / Finance
The finance team lead is going on maternity leave in October 2026; admin transitions are being planned to ensure coverage, especially around month-end submissions.
Aug 27, 2026
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Pen test team methodology
Pen test vendor
The external pen test team uses a combination of automated tooling, manual code review experience, and custom AI-driven skills to identify vulnerabilities.
Jun 5, 2026
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AF 100k budget impact was disclosed via ELT and email
Ability First
Leadership corroborated that the budget impact was disclosed via ELT and email threads. Attempts to reframe as undisclosed were called out. Decision records exist but change control not being honored.
Jun 5, 2026
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Report section platform options
Google Drive / SharePoint
New departmental report sections can be hosted as a Google Drive 'Shared with me' share or moved to SharePoint if all relevant users hold Microsoft accounts.
Jul 28, 2026
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New Hire Onboarding Checklist Update
PEC
PEC's onboarding checklist for new hires has been updated to include assigning a Copilot license.
Aug 13, 2026
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Azure AI Foundry supports both Claude and OpenAI
Azure AI Foundry
AI Foundry project using Azure. Azure AI Foundry supports both Claude and OpenAI models. Allows building internal chat client with document database (SharePoint). Estimated 20-25 hours for build.
Jun 5, 2026
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Claude Artifacts Feature
Claude AI
Claude Artifacts are distinct tangible files created by Claude retained as separate outputs rather than ephemeral chat replies; examples include tenant deployment pricing and branding book materials
Jul 23, 2026
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Copilot for Business pricing
Microsoft Copilot
Copilot for Business is priced at $25.20 per user per month on a monthly basis or $22.05 per user per month on a one-year subscription (approximately $250 per user annually). A promotional 15% discount applies for up to 10 seats.
Aug 5, 2026
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Bulk Import Deferred for AF_Supervisors
Erin
Bulk import capability exists in Exchange Admin Center but was intentionally deferred during initial build to reduce team confusion; members to be added manually by HR owners from a shortlist of approximately 12 to 13 names.
Jun 18, 2026
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Verizon LOA line suspension savings
Verizon
Suspending Verizon phone and laptop lines for employees on LOA saves approximately $50 per user. Individual line costs are $20 or $35 depending on line type.
Jul 21, 2026
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Progress billing role - PMs typically coordinate with Maggie
Crimson IT
It is atypical for PMs to handle progress billing themselves; standard practice is for PMs to coordinate with Maggie to initiate progress bills or billing upon project closure.
Jun 16, 2026
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College to Career Program - Documentation Architecture
Procare / SharePoint
Sensitive personal student data is stored in Procare, accessible only to leadership and case managers; daily living documents such as debriefs and meeting notes are kept in SharePoint for broader staff access; Procare mobile access is limited to basic info and time-tracking
Aug 27, 2026
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Michuan HR pressure
Michuan
Michuan noted feeling pressure related to HR matters as of August 10, 2026; no additional detail provided.
Aug 12, 2026
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Wayfinder apps deployed
Wayfinder
Wayfinder has rolled out Nectar and limited Copilot; staff have baseline Teams familiarity but limited mobile OneDrive usage
Jun 15, 2026
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Fully burdened rate calculation method
Christi
Fully burdened rate is calculated by compiling a spreadsheet of all technician costs, averaging the hourly rate, then applying a burden percentage to account for benefits and additional costs such as the Philippines 13th month pay.
Jun 18, 2026
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Makibus install state - inconsistent
Makibus
Makibus on the affected machine appears partially installed and does not match documented troubleshooting states, requiring a full reinstall to reset to a clean state.
Jun 5, 2026
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Claude token-based billing
Claude (Anthropic)
All Claude activity is measured in tokens. Analyzing large files or development work consumes more tokens than standard tasks. If a user exceeds their weekly limit, the company is charged for the overage. Admins can see token consumption data but cannot view private chat content.
Jun 5, 2026
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Interim Compliance Project Cloud PC wave
Crimson Team
Cloud PC user wave is complete except for one Linux user; target closure is end of June 2026; conditional access policy audits are underway
Jun 17, 2026
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Claude Outlook calendar integration
Claude / Anthropic
Claude can manage Outlook calendar events, including changing recurring meeting times, with user approval.
Jun 5, 2026
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Portable Charger Specification
Anker
Team requires portable chargers over 100 watts compatible with both laptops and phones for use on college campuses; Anker recommended as a reputable brand to avoid equipment damage
Aug 27, 2026
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Claude Routines Feature
Claude AI
Claude Routines deliver scheduled automation; supports time-based or webhook triggers across connectors including Outlook, Gmail, Airtable, and Asana; example use is a 6 a.m. daily morning inbox sweep
Jul 23, 2026
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Christi Brown background
Christi Brown
Christi Brown is vCIO at Crimson IT with approximately 4.5 years at the company; she previously worked with the LA Dodgers and self-describes her strengths as non-network focused
Jun 6, 2026
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OneDrive Sync Status Icons
OneDrive
Green check icon indicates the file is synced both locally and in the cloud. Cloud icon indicates the file is online-only and not cached locally.
Jun 5, 2026
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Prior Microsoft Teams calling initiative
Michuan
Previous plan to move to Microsoft Teams calling environment was driven by former employee Kaushik. Due to staffing changes that plan is no longer considered binding and client is open to all vendor options.
Jun 5, 2026
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Adapto IT LLC
Speaker 2
Adapto IT is an LLC created by Speaker 2 as a side venture; Anzor is aware of it; it was confirmed to have no conflict with Crimson business; Adapto Inbox was developed under this entity
Aug 11, 2026
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Client software integration targets
Client
Client wants AI connected to Adobe, DocuSign, and potentially NACLY and Cleo. Full app list to be provided by client for connector compatibility assessment.
Aug 12, 2026
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ConnectWise Billing Board Visibility Root Cause
ConnectWise
Billing board invisibility for Olivia and Maricar is caused by misaligned department table entries, differing role IDs (Service Manager vs. Admin), restricted board settings, and double default board configurations that were not updated after Ansar made structural changes
Jun 5, 2026
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Boom lift rental logistics
Speaker 5
Boom lift scheduled for delivery and pickup on 2026-05-25. Weekly rental is more cost-effective than single-day. Pickup timing is a risk if the team is offsite; parking plan adjustment may be needed to allow accessible pickup without excessive grass crossing.
Jun 6, 2026
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Crimson IT training cadence plan
Crimson IT
Training will be slightly reduced over the next couple of months after project closeout, then resume more fully in late November and December when client schedules typically slow down.
Aug 27, 2026
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Project Angel Food onsite support
George and Kevin
George and Kevin received specific praise from Project Angel Food for excellent onsite support during the renewal period
Jul 22, 2026
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2610 HQ internet speed and cost
2610 Headquarters
Current internet bandwidth at 2610 headquarters is 100 Mbps at a cost of over $800 per month; speed is insufficient for remote camera access, system resources, and video conferencing under load.
Aug 4, 2026
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FY2027 IT budget projection
SCHARP
Christi projects approximately $200,000 reduction in IT spend for FY2027 compared to prior year while accounting for growth and hardware refresh needs.
Jun 6, 2026
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AI COP Structure and Pricing
John Bucol / AI Community of Practice
The Community of Practice has existed for over 25 years and now includes PMO, CIO, HR, CISO, infrastructure, and a prospective general counsel group, all fee-based. The AI COP is currently free while it establishes itself.
Jun 5, 2026
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Maricar ConnectWise Profile Status
Maricar
Maricar's member type was changed from subcontractor to hourly by Olivia; Billing board is still not visible, pointing to department or board default misconfiguration rather than member type as sole cause
Jun 5, 2026
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Nonprofit AI Constraint: Zero Budget on Azure
Crimson IT / Fractional CIO
Nonprofit client has no AI budget; solution approach uses free or low-cost Azure tools to deliver LLM-based capabilities including the Adopto Inbox email organizer project.
Jun 5, 2026
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Eldridge Acre Box backup is CloudAlly daily 1-year retention
Eldridge Acre / CloudAlly
CloudAlly backs up Eldridge Box DAILY with 1-year retention. Paul asked this be confirmed and documented. M365 Datto SaaS protection is twice daily with 1-year retention. Combined provides secondary email archive independent of Smarsh.
Jun 2, 2026
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Cotsen training attendees comfort level
Cotsen
Training attendees Cindy and Carla were already comfortable using AI for daily tasks at the start of the introductory session.
Jun 5, 2026
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AbilityFirst badging system wiped by former HR employee
Ability First
Security incident at Ability First June 2-3, 2026. Former HR employee went into badging system (Brivo) and deleted all admins. She had been gone over 6 weeks but still had access. Crimson now getting access to add/remove people from that system.
Jun 3, 2026
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GDAP vs. Azure resource access distinction
Anton
Anton noted a distinction between GDAP (delegated admin) and direct Azure resource access. Without granted Azure roles, Sherweb has limited visibility into client resources. The two access models are separate and should not be conflated.
Jun 16, 2026
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Mark Copilot Usage
Mark
Mark had completed 168 Copilot prompts as of the most recent available data and was expected to exceed 200 by July 23, 2026; user activity across the team is at 100%.
Jul 23, 2026
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PS Billing Start Date
Finance / Invoicing
PS billing starts Monday August 3, 2026; all time entries must be correct prior to that date to avoid delays.
Jul 29, 2026
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SEC Tabletop Exercise Schedule
Eldridge
Eldridge has a SEC-required tabletop exercise scheduled for June 2, 2026, with a follow-on exercise planned for January 2027.
Jun 5, 2026
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Whisper Flow dictation software
Whisper Flow
Whisper Flow is a dictation tool that accurately transcribes non-native names using a custom dictionary, a capability Microsoft's native transcription tool lacks.
Aug 18, 2026
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Media Alpha AI Governance Framework
Ira Ham / Media Alpha
KPMG-audited governance framework based on ISO 42001 covers structure, technical implementation, organizational support, adoption, and data management. Three-tiered structure: Board, IT steering committee, and independent AI operating committee, plus a separate data governance committee.
Jun 5, 2026
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Jeremy Sidell - AF Chief Development Officer - Relationship Strategy
Jeremy Sidell
CDO at Ability First. Thinks SMB when he needs to think enterprise. Christi is actively training him on enterprise thinking. He asked Christi to get involved in OneCause-Salesforce integration (4/8/2026) and got Michuan's sign-off. Building his trust is a strategic priority — worth eating budget hours. Frame technical work as empowering his team (Darnell) rather than doing it for them.
Apr 8, 2026
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Laprock Project 2700 - POS and Device Scope
Laprock
Six devices remain at HQ; twelve devices require Celerant POS setup. Awaiting a quote from Celerant, possibly including Help Desk training.
Jul 28, 2026
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Caregiver self-care necessity
Foster caregiver
Caregiver burnout is a recognized risk in teenage parent foster placements; practitioners are advised to practice self-care, set personal limits, and be assertive to sustain the capacity to support both the teen and infant
Aug 24, 2026
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Crimson IT project team for Alere Copilot engagement
Crimson IT
Christi is vCIO and overall accountable lead. Gabby is Microsoft Engineer and engineering lead. Julia is Project Manager training Paula, who is an incoming Project Manager. Gabby and Julia are backups during Christi's absences.
Jun 5, 2026
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Belay insider threat response - litigation hold
Belay
Belay enacted a company-wide litigation hold in July 2026 in response to a potential insider threat involving a specific employee.
Jul 24, 2026
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JB becoming SE-SCHARP treasurer
JB / SE-SCHARP
JB taking over as treasurer for SE-SCHARP (SIM SoCal Enclave) starting late June 2026. Reimbursements will go to him. Leah is current contact.
Jun 3, 2026
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Plaud Transcription Workflow
Plaud
Plaud automatically generates meeting highlights, action roadmaps, and summaries; transcripts can be saved directly to OneDrive and then processed with Claude to derive insights such as building training programs from recurring themes
Jul 23, 2026
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Phishing simulation results
Pete
Last month's phishing and security report showed zero clicks on phishing lures across the client base.
Aug 27, 2026
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Optima Partners - Arc Capital Compliance Consultant
Shannon Horton (Optima Partners)
Optima Partners is Arc Capitals compliance consultant. Shannon Horton is the primary contact: shannon.horton@optima-partners.com. Optima owns the trading/ethics/marketing policies and CCO function. Crimson IT owns the technology and information security policy stack. Coordinate policy work, do not duplicate her swim lane.
May 5, 2026
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Source: Arc Fund II ODD email thread 2026-05-05
Snagit Steps Feature
Snagit
Snagit has a Steps feature that automatically records and documents each click as a numbered step, useful for creating procedure documentation during live walkthroughs
Jun 18, 2026
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Team Morale Improving - Prior Fear Affecting Behavior
SCHARP IT Team
Team morale is improving. Staff report that IT interactions are kinder and less stressful than before. Prior job security fears were affecting behavior. This is context for the cultural shift happening under new IT leadership.
Apr 16, 2026
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Gloria is AF Verizon rep (with Ryan as local contact)
Gloria
Gloria is the Verizon rep for AF VoIP evaluation. Ryan is local contact. Gloria to send quotes and attend onsite meeting with treats.
Jun 5, 2026
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Four levers spreadsheet baseline pay
Crimson IT
The four levers spreadsheet referenced $65K as the average engineer annual salary at the time it was created; used historically for burdened rate modeling.
Jun 18, 2026
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Rippling AI capabilities
Rippling
Payroll provider Rippling has AI capabilities noted as impressive; pricing details not yet available as of June 2026. Flagged as a potential future area to explore.
Jun 5, 2026
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Copilot connector gap for Fix
Microsoft / Fix
No Microsoft 365 Copilot connector exists for Fix as of August 2026; Microsoft is actively adding connectors including Salesforce, HubSpot, and ZipRecruiter; Fix integration is a future item under discussion
Aug 3, 2026
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Document classification scheme
Microsoft 365 / Cotsen/Coates Foundation
Document-level protections and classifications used include Restricted, Confidential, and Highly Confidential; applying these limits Copilot and user access to sensitive files.
Jun 5, 2026
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Azure subscription ID source of truth
Microsoft Partner Center / Cumulus
Azure subscription IDs are authoritatively found in Microsoft Partner Center and should match the Azure Portal. Cumulus may display MPN ID under partner profile but is not the authoritative source for subscription IDs.
Jun 16, 2026
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Claude AI modes
Claude
Claude offers three product modes: chat, cowork, and code. The cowork feature was recently enabled for testing on the Copilot side.
Jun 6, 2026
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Help desk AI support capability
Crimson Team
Help desk staff are required to complete advanced AI training and can answer questions spanning Claude, OpenAI, and Copilot; general AI troubleshooting is standard support
Jun 18, 2026
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Pete - Vegas Golden Knights fan, excited about playoffs
Pete
Pete is a Vegas Golden Knights fan. His team made the NHL playoffs on Saturday (mid-April 2026). He referenced this as making his day. From call with Christi 04-13.
Apr 22, 2026
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Training Website Publishing Owner
Stephanie
Stephanie is responsible for hosting and publishing training recordings on the Crimson IT website.
Aug 25, 2026
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FedEx equipment return process
Internal IT
A FedEx box with a prepaid return label can be sent to LOA employees to retrieve company equipment remotely.
Jul 21, 2026
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College to Career Program - SharePoint Named Access
Janet / Brandon
Brandon currently has document group access in SharePoint; Janet needs to be added to the same group; supervisors Michael and Janelle do not require document access
Aug 27, 2026
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Copilot Active User Count
PEC
As of August 13, 2026, PEC has 33 active Copilot users, representing a 68% rise. Correct assigned licenses are 43; the platform incorrectly reports 149 active users out of 45 licenses due to a known Microsoft calculation error.
Aug 13, 2026
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Paula role and training
Paula
Paula is the new project manager at Crimson IT; she has Hudu training scheduled but no IT Glue training planned
Jun 5, 2026
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SCHARP - ADT access control upgrade approved, all sites
Dr. Jack Barbour
Dr Barbour approved ADT access control upgrade 4/21. Applying to all sites. Issues at BAFMA and Crenshaw. HiTech quoted 40K+ vs ADT much less. ADT says few weeks timeline. HiTech confirmed Brivo access finally. Badge update going out to all site contacts - one badge everywhere except 8750 Vermont.