AutoSave activates only for files stored in OneDrive, SharePoint, or Teams. Files saved locally (e.g., Downloads) do not benefit from AutoSave or version history.
Jun 5, 2026
·
—
Gato Backups - Recovery Limitation
Gato
Existing Gato backups can be used to recover deleted data by comparing snapshots, but this process is time-consuming and not ideal for real-time or proactive monitoring scenarios.
Jul 24, 2026
·
—
SCHARP SSL/Domain Services - GoDaddy
GoDaddy / Jack Barbour
GoDaddy may provide some SSL or domain services for SCHARP.
Account may be registered under Jack Barbour - needs verification.
ACTION NEEDED: Confirm GoDaddy account ownership and update from Jack Barbour if applicable.
Apr 24, 2026
✓
Source: Lorenzo Young mailbox via GAM. RISK: Uncertain account ownership - needs investigation.
ConnectWise invoice layout customization
ConnectWise
Changing the invoice layout in ConnectWise, such as moving the project name near the Progress Invoice label, has historically required paid customization and was not pursued.
Jun 16, 2026
·
—
Cisco AnyConnect MFA gap
Cisco AnyConnect / Meraki VPN
Users currently authenticate to Cisco AnyConnect using personal email addresses and passwords with no MFA in place. This finding was not included in the pen test report but identified internally. Enabling MFA on Meraki VPN is a priority.
Jun 5, 2026
·
—
Karney AI training scheduling guideline
Pete / Karney
Pete advised against scheduling progressive AI training sessions for the same user group on consecutive days; allow time between sessions for users to absorb and catch up.
Jul 28, 2026
·
—
Ada - follow-up draft feature
Ada app
Ada auto-generates follow-up email drafts with configurable timing (default two days), supports up to five sequential follow-ups if no response, and provides an aggregated pending follow-ups list that clears upon reply
Aug 5, 2026
·
—
OneDrive Files On-Demand status icons
Microsoft OneDrive
Blue/white cloud means online-only; green check means locally available; solid green circle with check means always keep on device; arrow means shortcut
Jun 15, 2026
·
—
New CFO multi-quote requirement
Client CFO
New CFO requires multiple vendor quotes before approving certain activities or purchases.
Jul 28, 2026
·
—
Smarsh single point of failure - Monty at Eldridge
Eldridge Acre / Monty
If Smarsh breach affects multiple Crimson clients, Monty gets tied up. Monty is single point of contact for Eldridge - if on vacation and breach occurs, that is time against clock. Escalation only happens via formal ticket or helpdesk call.
Jun 2, 2026
·
—
EOS 4/9: Grant/Reuben Incident and New Escalation Rule
—
4/8/26 incident: Grant and Reuben needed help while Christi was in Anzor training (notifications off). George volunteered but forgot (training Giannis). Christi pulled from Irongate budget call at 5PM. Issue was Microsoft App Registrations.
New Anzor directive: Grant/Reuben ONLY handled by Monti (everything) or Christi (high-level MS/AI). If both unavailable, Christi pulled from any meeting. No exceptions.
Also: SCHARP phone line forwarding to Crimson helpdesk in progress. App Registrations training needed for full helpdesk. Giannis is new L1. AF password compliance at write-up level.
Apr 9, 2026
·
—
Procore usage and cost
Construction Client
Client uses only a small subset of Procore: submittals as mini workflow, action plans as punch list, and inspections for reporting. Setup requires approximately fifteen steps. Agreement expires end of 2026 with potential $40K savings if replaced.
Jun 5, 2026
·
—
Westwood Financial inbox assistant beta testing
Westwood Financial
Adapto Inbox application stability confirmed through beta testing including user Josh Sims; client Casey has been briefed on mix of AI and rule-based automation and understands capabilities and limitations
Aug 11, 2026
·
—
Hanna IS - BigQuery quotes coming next week, 2 options
Sean Spicer
Mike told Sean Spicer (Hanna IS Systems Ops Manager) BigQuery quotes ready next week with 2 options. Review meeting same week.
Apr 21, 2026
·
—
ITG to Hudu Migration - On Track for June, Crimson IT Starting
Olivia
ITGlue to Hudu migration status as of April 21: second company assignments due next week. On track for June completion. Olivia starting on Crimson IT company next. Auto Elevate implementation: 523 devices enrolled, done with A companies, Cottonwood next (requires physical device access).
Apr 21, 2026
·
Signal Partners: devices being removed this week. Tim reached out to Christi (got lost in inbox). Behind on payments.
Conference ROI and lead sources
Anzor
Measurable ROI from conferences is unclear; most leads come from Anzor personal referrals and network, rarely from website or conference attendance
Aug 28, 2026
·
—
George role on Westwood Claude project
George
George can assist with the Westwood Claude project specifically for configuring SSO and integrations; to be coordinated with John
Aug 11, 2026
·
—
Avalon not caught up on payments - only do contracted project
Avalon
Avalon did NOT pay everything owed before this project was invoiced (against Pete direction). They still owe money from past 2 years. If they ask for ANYTHING more including big SharePoint project, they must talk to Pete first.
Jun 2, 2026
·
—
Claude model restrictiveness progression
Claude (Anthropic)
Newer Claude models (e.g., Fable) are more restrictive than older models (e.g., Opus) when handling potentially sensitive or cybersecurity-related requests.
Jul 23, 2026
·
—
Alere PMG Lease Abstract Assistant agent
Microsoft 365 Copilot / Alere
Agent configured to act as a property management analyst at Alere and convert a lease PDF into a one-page abstract with headings for Parties, Premises, Term, Base Rent, Escalations, Options, Security Deposit, Default Provisions, and Notable Exceptions; short bullet style; cites sections and pages for rent and term; never guesses; built with 6 to 8 example documents
Aug 3, 2026
·
—
Copilot change monitoring process
Christi
Christi uses AI monitoring tools referred to as AI minions including Chip to compile weekly Copilot change summaries; blog updates and refresh videos planned at least weekly
Jun 18, 2026
·
—
Local account passwords rotated in Hudu
Hudu
Local account passwords for all clients have been rotated and are now stored in Hudu; SSID rotations are beginning with Weingarten.
Jun 5, 2026
·
—
Integrated Claude and Copilot Workflow
Claude AI / Microsoft 365 Copilot
Recommended workflow: use Claude CoWork to generate initial slide decks and speaker scripts, then use Copilot in PowerPoint to refine visuals, apply consistent formatting, and suggest layout improvements
Jul 23, 2026
·
—
Meraki external antennas shipped
Meraki / Kelly and Sergio
Meraki external antennas shipped on 2026-07-27; installation at camp pending by Kelly and Sergio.
Jul 28, 2026
·
—
Datto Interim Backup - 4 Hour Recovery via Shipped Drive
Datto Backup
Interim backup solution uses a shipped Datto hard drive with approximately 4-hour recovery capability. Spectrum bandwidth is the bottleneck for continuous/cloud backup. Peerless quotes pending for bandwidth upgrades at both the site and datacenter.
Apr 16, 2026
·
—
Claude project report generator setup
Claude
Claude projects can store instructions, goals, and example files such as brand colors to enable consistent client report output across sessions.
Jun 6, 2026
·
—
Feedback Collection Tool
Speaker 2 / Microsoft Forms
Microsoft Forms is the established tool for collecting AI feedback; additional forms can be created for specific needs such as automation requests.
Jul 23, 2026
·
—
OneDrive shortened tenant path - new feature March/April 2026
Microsoft OneDrive
Microsoft rolled out ability to shorten OneDrive path names for tenant name (March/April 2026). Solves 255 character path limit for desktop sync. Process: change tenant setting, deploy via Intune, sign users out, delete local OneDrive folder, re-sync. Example: Curated Wealth Partners to CWP saves characters. Anzor directive: pilot scheduled for July 1 2026, wait 3 months for others to find bugs. Weingart Center Association a good candidate - frequently hits limit. From Christi at 04-22 all-hands.
Apr 22, 2026
·
—
Proposed Copilot sensitivity label definitions
Microsoft 365 Copilot
Four labels proposed: Public (marketing and public filings, no encryption, full Copilot access), Internal (default everyday content, no encryption, full Copilot access), Confidential (financials, legal drafts, HR, encrypted for authorized staff only, Copilot respects permissions), Highly Confidential (SSNs, M&A data, Copilot blocked from summarizing but can show citations, DLP enforced).
Jun 5, 2026
·
—
Gwen Support Ticket Profile
Gwen
Gwen is a high-volume ticket submitter; her tickets are primarily printer issues and password resets, suggesting a need for targeted one-on-one training.
Aug 3, 2026
·
—
Sophos certs expiring May 1 - need delta training
Christi Brown
ET15 Sophos Central Endpoint/Server v3.0 Engineer and S15 Endpoint Protection v5.0 Technician both expire May 1 2026. Delta courses (2 hrs each) extend by 2 years.
Apr 21, 2026
·
—
Ada - planned pricing tiers
Ada app
Standard pricing planned at approximately $15/month for Starter and $29 or $39/month for Pro; enterprise version for company-wide deployment estimated at $3,000 to $5,000 and currently in development
Aug 5, 2026
·
—
Trip Planning Artifact Discipline
Planning Team
The team lacks a single source of truth for student trip planning; no shared dated brief with owners, milestones, documents, and payment confirmations has been established as of this meeting.
Jun 6, 2026
·
—
AF training follow-up scheduled: Thursday repeat, Excel next week
Christi Brown
Thursday 5/14: Repeat of Word/OneDrive training for staff who need reinforcement. Next week: Excel training session. Staff were invited to attend Thursday if they went through material too quickly or need assistance.
May 12, 2026
·
Source: AF Word Training 2026-05-12. Training schedule context.
Foothill client takeover security context
Foothill
Foothill transition scheduled for Monday; involves releasing employee Massis; old accounts with unchanged passwords present; Crimson gains global admin rights to Microsoft tenancy on Monday; Anton and Vlad assigned to security monitoring; Anton has prior experience from Scharp transition and holds a copy of that report
Product Office Hours sessions are recorded and available via GoToWebinar and the ConnectWise YouTube Product Office Hours playlist.
Jun 5, 2026
·
—
Recommended Claude and Copilot tandem workflow
Claude and Microsoft Copilot
Recommended workflow is to use Claude for initial document drafting and then use Copilot for in-app refinement within Word, Excel, and PowerPoint. Using both tools against each other serves as a quality check. Copilot excels at working directly inside Microsoft Office applications, including analyzing Excel data to produce charts.
Aug 27, 2026
·
—
Copilot pilot user group
Project team
A five-person pilot group has identified use cases for Copilot testing. Department-specific training will be built from those use cases; sessions will be recorded for future reuse.
Jun 5, 2026
·
—
Avalon AI payment status
Avalon / Vance
As of 2026-05-19 one payment has been received from Avalon and a second payment is still pending; scope clarity is also needed before work proceeds
Jun 5, 2026
·
—
Outdoor AP Word document discrepancy
Project documentation
A Word document list showing only 3 outdoor APs reflects replacements for existing units only; additional new outdoor APs are not listed in that document.
Jun 5, 2026
·
—
Audio Conferencing - 17 Users
Katie's organization
Client currently pays separately for audio conferencing for 17 users. This cost would be eliminated if upgrading to full E5, as audio conferencing is included in that tier.
Jul 24, 2026
·
—
Progress invoice area near amount is grayed out
ConnectWise
The area to the left of the amount on a ConnectWise progress invoice is grayed out and cannot be edited for custom project name placement without paid layout customization.
Jun 16, 2026
·
—
Nishida (NWA) Go-Live Details and Open Billing Questions
Pete, Julia, Seg
Nishida go-live April 21: 11/14 Microsoft accounts configured. Monty/Vana on-site, Patrick/Gabby/Kevin on standby. Hunters pushed today, client added to dark web monitoring. Avanam pushed through after Gmail-to-Microsoft migration. Pete's open questions for Seg: Was there an onboarding fee? Billed/waived/paid? When does billing start (prorated April into May)? Pete prefers 'Mashita' over 'NWA' as client reference. Seg absent due to London train strike.
Apr 21, 2026
·
Lion Real Estate Group: 15 completed, 5 shifted, 1 on hold until manager hired.
Analyst Agent scope
Microsoft Copilot Analyst Agent
The Analyst Agent focuses on quantitative analysis, particularly in Excel, such as identifying drivers of underperformance. Outputs should be sanity-checked against trusted numbers and processing may be slow for large files.
Aug 18, 2026
·
—
Claude vs Copilot differentiation
Claude / Microsoft 365 Copilot
Claude by Anthropic excels at writing, research, iterative reasoning, and summarizing user-provided context with no native organizational data access unless connectors are explicitly authorized; Copilot is tightly integrated with Microsoft 365 apps and organizational data.
Jun 5, 2026
·
—
IT Glue cutoff date
IT Glue / Hudu
IT Glue access ends June 10 2026; Crimson IT is migrating all documentation to Hudu with an internal target completion date of June 1 2026
Jun 5, 2026
·
—
ComDirect invoice delivery issue
ComDirect
ComDirect invoices do not arrive automatically as expected; they must be manually downloaded from internet accounts, requiring saved logins.
Jul 21, 2026
·
—
Recommended Model Versions
Copilot / ChatGPT / Claude
Copilot set to auto; Claude set to Sonnet or Opus if default; ChatGPT set to ChatGPT Classic Medium due to a recent disruptive app update
Jul 27, 2026
·
—
Microsoft Distribution List Management - Admin Paths
Microsoft 365 / Exchange Admin Center
Distribution lists can be managed via Microsoft Entra admin center (entra.microsoft.com) under Groups or via Microsoft 365 admin center (admin.microsoft.com) navigating to Exchange admin center then Groups then Distribution list
Jun 18, 2026
·
—
Karney Properties project pause
Karney Properties
Project is paused until 2026-06-15; training is planned for late June but system choice remains undecided
Jun 6, 2026
·
—
P1 definition vs. user-labeled urgent
Crimson IT
True P1 is defined as company-wide impact. Many user-labeled 'urgent' tickets are not P1 but still require same-day attention. Auto-setting P1 on the word 'urgent' was rejected because it dilutes the meaning of genuine P1 incidents.
Jun 18, 2026
·
—
SCHARP - PanTerra reseller is Sutherland Networks
PanTerra Networks
Reseller: Sutherland Networks - Bill Sutherland (bill@sutherlandnetworks.com, 951-541-4201, Lake Arrowhead CA). 'We are your reseller and vendor for PanTerra Networks.'
Christi had a call with Bill Sutherland 2/25/26. Positioned for future 'review and lower costs' conversation. NO active renewal pressure.
Contract end date / auto-renewal / ETF / monthly cost: not in mailbox.
M2M assumption from priority brief: not confirmed but no contract attachment exists, consistent with M2M.
Key messages: 19c96bf19287971a (Sutherland intro 2/25), 19d73085f492f900 (4/9 referral marketing).
Next step: Bill Sutherland call to confirm M2M and run a cost-reduction review.
May 5, 2026
·
—
Alere Copilot agent naming convention
Alere
Shared Copilot agents at Alere follow the convention: [DepartmentCode] Plain English Name, for example [PMG] Lease Abstract Assistant; agents should be named for the work not the creator; existing agents should be searched by department code before creating new ones
Aug 3, 2026
·
—
Barker Pacific onboarding status
Barker Pacific
Barker Pacific is on hold pending client team migration; only a kickoff meeting has been conducted and no training has started as of 2026-07-28.
Jul 28, 2026
·
—
New Outlook - categories compatibility issue
Microsoft Outlook
Switching to the new Outlook version broke the consultant's own email categories; confirmed this does not affect Ada app functionality for end users
Aug 5, 2026
·
—
Concur SSO - Microsoft Account Login
Concur
Concur SSO uses users' Microsoft email accounts for sign-in and is expected to reduce authenticator prompts compared to the standard login flow.
Jun 5, 2026
·
—
Reseller Partner Contacts for Eldridge Aker Partners Account
Vince and April
Vince and April are reseller partners managing the Eldridge Aker Partners account; they are not making significant margin on this account and are primarily focused on customer retention; CEO of their firm is involved due to escalation
Aug 28, 2026
·
—
Hardware Refresh Plan
Internal IT
Refresh is underway for 80 systems; an additional 60 end-of-life devices are budgeted for replacement next year.
Aug 3, 2026
·
—
April vacation - approved
April
Pete verbally approved April's vacation request for June 22 through June 26 during the meeting
Jun 5, 2026
·
—
Progress billing governance gap
Crimson IT Finance/Operations
No explicit policy defines whether Project Managers or Finance own progress billing end-to-end or who approves the monthly billable amount before invoice creation. This is an unresolved governance gap.
Jun 16, 2026
·
—
Excel external sharing expiration window
Microsoft Excel / SharePoint
Share links in Excel via SharePoint or OneDrive support controllable permissions including can edit, can view, and prevent download, with expiration dates configurable up to 30 days.
Jun 6, 2026
·
—
Copilot prompt box: silent truncation risk
Microsoft Copilot
Pasting large datasets into the Copilot prompt box can silently truncate content without notification, producing wrong totals or incomplete lists; avoid pasting large datasets.
Jul 22, 2026
·
—
Scharp - Training Responsibility
Anzor
Anzor is the designated trainer for Scharp; training materials are provided by Christi.
Jul 21, 2026
·
—
Client relationship tenure
Client
Client has been with Crimson IT for nearly five years as of August 2026.
Aug 12, 2026
·
—
MSP CFO tool
MSP CFO
MSP CFO is a tool that can calculate technician costs based on time entries; as of June 2026 access and reliability were uncertain and require verification.
Jun 18, 2026
·
—
Microsoft Manual Sync Limitation
Microsoft 365
Due to Microsoft limitations, category rule changes require a manual sync to mailbox action; changes are not applied automatically.
Aug 13, 2026
·
—
Coffee and tea device damage incidents
Internal team
Recent incidents of device damage or loss caused by liquid spills (coffee and tea) prompted the decision to formalize Claude data backup and multi-device sync training for the team.
Aug 18, 2026
·
—
SCHARP - Dr Barbour lunch rescheduled to May 14
Jessica Crawford
Lunch rescheduled from April 30 to Thursday May 14 at 11:30am, same location. DMH conflict for Dr Barbour, Dr Hill, Crystal Olivo on 4/30. Michuan attending.
Apr 21, 2026
·
—
AI as a capable intern mental model
Christi Brown
Christi frames AI as a capable intern: fast and powerful but not infallible, requiring human review and oversight before any AI-generated work is finalized. This is a core framing used in client training.
Jun 5, 2026
·
—
Power Automate AI integration capability
Microsoft Power Automate
Automation and AI are functionally distinct; however, AI tools can be embedded directly into Power Automate workflows to perform tasks such as summarization, document parsing, and unstructured data extraction.
Aug 27, 2026
·
—
AF cost allocation platform V2 complete
AF
Christi's rock to deliver the AF cost allocation platform has completed V2 and is progressing to V3.
Jun 5, 2026
·
—
Nylia platform - Connect Active module
Nylia
Connect Active syncs contacts from Office 365 and Google directly with ConnectWise, automating user creation and removal and eliminating manual data-entry tasks
Jun 5, 2026
·
—
Password reset policy for Ability First and SCHARP
Ability First / SCHARP
New policy requires users to confirm identity via MFA by phone number for US and Canada users or a six-digit code for international users
Aug 11, 2026
·
—
Karney AI foundations training
Karney
First AI foundations training session for Karney held July 27, 2026; remaining sessions postponed to week of August 3, 2026.
Jul 28, 2026
·
—
Dawn - Mental Health Status
Dawn
Dawn reports being in a good headspace and able to handle current challenges, contrasting with a previously described worst headspace.
Aug 4, 2026
·
—
Discretion Protocol for Elevated Privileges
Bravo
New super admin elevations are to be kept quiet to limit intra-team politics and privilege signaling while preserving functional authority for continuity and deprovisioning actions.
Jun 16, 2026
·
—
Wayfinder wraparound services reputation
Wayfinder
Christi, a foster parent, received positive community feedback about Wayfinder's wraparound services including Vista Del Mar, noted as praised in recent meetings
Jun 15, 2026
·
—
Claude agent (minion) architecture
Claude AI
Custom agents called minions are stored in a shared Claude agents folder under the user's directory. Building an agent requires describing the agent's specific job function and the human user's role. Examples include agent April (modeled after a staff member) and Bob (a two-page blog-writing agent).
Aug 18, 2026
·
—
Irongate - Claude Enterprise rollout, Grant API exception needed
Vincent Kao / Grant Herlitz
Vincent drafting Claude Enterprise rollout docs for IGP. Christi flagged: (1) Need API use exception for Grant and others who built tools like Atlas Assistant, (2) Need stronger Teams-to-Enterprise upgrade justification. Vincent noted shared pool may suit IGP better. Anzor involved in timing decision.
Apr 21, 2026
·
—
Claude Routine Failure Mode
Claude AI
Claude routines can fail if email or other connectors become disconnected; fix requires reconnecting the tool and re-running the routine; SharePoint email inaccessibility was a noted example
Jul 23, 2026
·
—
Allow list reliance is a risk amplifier
Domain email infrastructure
Using allow lists as mitigation for authentication failures does not restore trust with external recipients and increases phishing lookalike risk by whitelisting domains that lack proper authentication
Jun 5, 2026
·
—
Inbox/Calendar Automation App - Version Roadmap
Christi Brown
Version 2 targets dynamic learning and travel support; Version 3 targets mobile app support
Jul 21, 2026
·
—
Copilot prompting honesty rule
Microsoft 365 Copilot
Prompt instructions should include an explicit honesty rule directing Copilot to write not specified when information is not found and never guess; instruction to compute and not estimate should be used for numerical outputs
Aug 3, 2026
·
—
Answer Connect - Live Receptionist Feature
Answer Connect
Answer Connect offers a live receptionist service. It was explored as an option to handle unanswered calls forwarded from jam queues during and outside business hours. Cost and self-service add-on process are currently unknown.
Aug 12, 2026
·
—
Azure access approval authority at Crimson
Anton / Pete / Anzor
Any decision to grant external parties Azure roles requires leadership approval from Pete and Anzor before implementation. Anton (security/services) executes but does not approve unilaterally.
Jun 16, 2026
·
—
Dawn - Graduation Priority
Dawn
Graduating within one year is Dawn's top priority. She is firmly opposed to taking an additional year and is willing to pursue online or hybrid schooling to meet this goal.
Aug 4, 2026
·
—
Pete's Procurement Rule - Always Explore Alternatives for Long Lead Times
Pete
Pete directive from QOP Week 17: When ordering equipment (switches, laptops, anything), if Ingram or any supplier comes back with a long lead time, do NOT just accept it and wait. Immediately explore alternatives: different suppliers, different models, escalation paths. Escalate to Pete if needed. Applies to all equipment procurement company-wide. Triggered by Oticon Cisco C9300L order with unknown ETA.
Apr 21, 2026
·
Also applies to laptop procurement and any client-facing equipment.
Anton - Synapse Secure Resource
Anton
Anton is identified as a team member who can demonstrate how to use Synapse Secure for logging into admin portals
Jun 18, 2026
·
—
Microsoft Copilot Co-work billing model
Microsoft Copilot
Copilot Co-work updated June 16, 2026; billed per task using Copilot credits; day-to-day chats and agent builds have fewer token concerns; advanced agent development may require credits
Jun 18, 2026
·
—
MRI API Integration - Planned Future Work
BAFMA / MRI
MRI API integration for project creation functionality, similar to Procore, is planned to be built in Claude after the initial site is stable; no code has been written yet.
Aug 5, 2026
·
—
Copilot Alert Ownership Change
Copilot
Anzor was removed from Copilot cost management alert notifications; alerts are now routed to Christi. Budget threshold involved was 5000.
Aug 25, 2026
·
—
Media Alpha Three-Layer AI Security Model
Media Alpha
Layer 1 is DLP via Nightfall monitoring AI usage and data movement. Layer 2 is AWS Guardrails controlling AI output for productized AI using word lists. Layer 3 is CrowdStrike Pangea AIDR for external-facing chatbots detecting prompt hacking, malware, and PII leaks; high cost limits broader use.
Jun 5, 2026
·
—
Psychological Safety as Operational Priority
Christi
Christi treats team psychological safety as a leadership responsibility, including absorbing political risk at the management level to prevent negativity cascades from affecting departmental performance.
Jul 31, 2026
·
—
Billing fragmentation: direct provider payments
Client / TeleSystems
Duplicate AT&T and other plans are being paid directly via provider portals rather than centralized through TeleSystems; services involved include AT&T, Spectrum, TPx, OneRing, and GeoLink.
Jul 28, 2026
·
—
Julie (Finance) - Stale Account Needs Audit
Julie
Julie in finance has a lingering active account that needs audit. Flag for account review cycle - verify if still employed/active or if this is a zombie account.
Apr 16, 2026
·
—
Rosaline Added to NetDocuments
Rosaline / NetDocuments
Client or contact Rosaline has been added to NetDocuments (NDS) as of the July 29, 2026 meeting.
Jul 29, 2026
·
—
SEC Reg S-P amendments effective June 3 2026
SEC / Compliance
SEC Regulation S-P amendments effective June 3, 2026 for advisors under 1.5B: Require written incident response plan, 30-day notification to affected individuals, 72-hour breach notification clauses in vendor contracts.
Jun 2, 2026
✓
—
Docking Station Crisis - Hidden Productivity Drag
Docking Stations
Docking stations worse than expected. 5 broken units found in a closet. Many remaining docks are underpowered, causing performance issues on connected laptops. This is a hidden productivity drag that should factor into hardware refresh planning.
Apr 16, 2026
·
—
AI project template in development
Christi
Christi is developing a standardized AI project template and training Gabby and Kevin to manage AI projects in the future.
Jun 16, 2026
·
—
Internal Political Risk - Doctor Barber
Doctor Barber
Doctor Barber is a senior internal figure whose reactions to team member disclosures are perceived as a meaningful political and psychological risk to departmental function.