Gabby demonstrated strong written communication skills, producing a vendor email described as a master class, assisted by AI.
Jun 6, 2026
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Copilot prompting formula
Microsoft Copilot
The core formula for effective AI interaction is: assign a role, ask specific questions, follow up, and challenge responses. AI delivers approximately 70% of the result; the user is responsible for the final 30%.
Aug 18, 2026
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Co-Work Feature Status at PEC
PEC
Co-Work is not currently enabled for PEC. Taylor has requested access; decision and credit setup are pending.
Aug 13, 2026
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Google receipt access gap
Google
No password is available for the Google account used for subscription charges; missing receipt statements are currently used as a workaround with no permanent solution defined.
Aug 12, 2026
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Alere - CoPilot security SoW, Mike adding 5K labor buffer
Mike Yasuma
Christi created Alere CoPilot SoW covering security risks from onsite review. Mike adding 5K labor buffer. Mike questioned if PS team can execute assigned items. Planned to send to client EOB 4/22. Anzor and Anton Mark looped in.
Apr 22, 2026
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AI tools email distribution list
Crimson IT
Ronnell, Christian, and Jackson are among those to be added to an email list for updates on AI tools including Copilot and Claude.
Aug 27, 2026
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Teams blank white screen fix
Microsoft Teams
A blank white screen when joining a Teams meeting is a common issue caused by memory overload, especially after heavy back-to-back meeting usage. A simple computer restart typically resolves it.
Jun 5, 2026
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Teams Facilitator notes visibility
Microsoft Teams
Facilitator notes are visible to anyone in the company regardless of Copilot licensing status.
Jul 22, 2026
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Cotsen AI usage policy status
Cotsen
Cotsen has a draft AI usage policy in development; employee feedback from training sessions will inform the final version.
Jun 5, 2026
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Copilot External Sharing Limitation
Microsoft 365 Copilot
External participants cannot view Copilot meeting recaps directly even if they have Copilot; organizer must use Watch in Browser, then Share with a link set to Anyone with the link can view but cannot download
Jul 23, 2026
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Arc Fund II - ODD Investor Questions (2026-05-05)
Arc Capital Partners
INVESTOR DUE DILIGENCE GAP ITEMS (Fund II ODD, May 2026):
1. CYBERSECURITY POLICY: Investor found existing policy is user-facing/AUP-grade, not comprehensive governance. Gaps: formal pen testing, vulnerability scanning, structured risk assessments, vendor/third-party risk management, detailed IR procedures, governance metrics, MFA/identity controls, logging/monitoring/training/encryption/policy maintenance.
2. CLOUD PENETRATION TESTING: Investor recommends cloud-based pen testing to validate third-party cloud services and configs. Targets: weak identity controls, insecure interfaces, misconfigured storage (Azure Blob, S3), overly permissive access, unprotected APIs. Annual + after significant changes.
3. VENDOR OVERSIGHT: 2026 improvements noted (annual re-underwriting, committee reviews). Missing: SOC report reviews, risk-tiering, documented exception tracking, vendor control deficiency follow-up.
4. AI GOVERNANCE: Reasonable baseline (approved platforms, enterprise licensing, confidentiality, written policy). Missing: formal risk assessment, validation standards, output quality controls, bias testing, AI-specific IR, monitoring/attestation. Adequate for current limited use; strengthen as AI expands.
VINCENT KAO (CRIMSON AM) COMMITTED DELIVERABLES:
- Establishing cloud security testing process
- Identifying vendors to formalize risk registers (active third-party oversight)
- Documenting annual risk assessment + quarterly security review procedures
- Proposal to implement centralized logging (SIEM) and alerting
- Defining AI risk criteria, incident response, and controls
KEY PARTIES:
- Neville Rhone Jr (Arc Managing Partner) - driving response
- Meiyin Cheng (Arc VP Finance) - ccd
- Vincent Kao (Crimson IT AM) - committed IT deliverables
- Shannon Horton (Optima Partners) - compliance consultant
- Coalition - cyber insurance carrier
May 5, 2026
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Source: C:\Users\ChristiBrown\OneDrive - Crimson IT\Documents\3 - Clients and Projects\Arc Capital Partners\Email Trail\2026-05-05_Fund_II_ODD_Investor_Questions.md
Tags: Arc Capital, SEC, RIA, registration, ODD, Fund II, Optima Partners, Coalition, cybersecurity policy, vendor risk, AI governance, BYOD, off-channel communications, Form ADV
Significance: First documented confirmation Arc is in active SEC RIA registration. Investor DD gaps represent immediate Crimson IT deliverables. Service quality reflects directly on Arcs investor relationships.
Christi AI agents inventory
Christi
Christi has built 51 personalized AI agents for specific tasks, including agents named after team members such as April, Seg, Cheryl, Becker, and Hugo.
Jun 6, 2026
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How to Elevate device enrollment scale
How to Elevate platform
Over 1000 devices are enrolled in the How to Elevate rollout as of 2026-05-19; rules deployment has begun for specific companies
Jun 5, 2026
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Stephanie work assignment sensitivity
Stephanie
April exercises caution when assigning work to Stephanie due to her variable emotional state.
Jun 16, 2026
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Out of Scope Support Work Type
Admin / Invoicing Board
A new work type called out of scope support has been added for billable time on MS clients; it auto-routes to the invoicing board.
Jul 29, 2026
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SCHARP 2027 budget reduction
Ashok / SCHARP
SCHARP's 2027 budget is $350,000 less than the 2026 budget; confirmed by Erin after a meeting with Ashok.
Jun 16, 2026
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Copilot activation behavior
Microsoft Copilot
When a Copilot license is activated, Microsoft automatically sends the user a Welcome to Copilot email and installs the Copilot app on their device.
Aug 5, 2026
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Claude AI Effort Levels
Claude AI
Claude AI has configurable effort levels (Low, Medium, High) that affect both output quality and credit consumption. Users should select model and effort level deliberately to manage AI credit budgets.
Jul 29, 2026
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Copilot mobile enablement approach
Microsoft 365 Copilot / Intune
Copilot will be enabled on mobile devices via Intune Mobile Device Management as part of Phase 4. MDM technical issues during mobile rollout are identified as a project risk.
Jun 5, 2026
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Project Angel Food renewal
Project Angel Food
Client renewed with Crimson IT for three years following CEO dissatisfaction over a 40-50% bill increase across six months; issues resolved in a meeting with Anzor and Pete; CEO Richard subsequently expressed high satisfaction with the team
Jul 22, 2026
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Advocating for financial resources via LA County letters website
DCFS eligibility process
Caregivers should research funding rates including the whole family licensing stipend on the LA County letters website and escalate unmet needs to the child's eligibility worker or child's attorney
Aug 24, 2026
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Alere technology onboarding status
Alere
Giancarlo Foppiano reported that technology onboarding for new hires at Alere is currently running smoothly.
Jun 5, 2026
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Christi VPN Access Limitation
Christi
Christi was unable to perform the license upgrade directly during this meeting due to not being connected to the VPN.
Jul 24, 2026
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Copilot Access for AI Committee
Microsoft
Copilot access was requested for AI committee members and should be granted within 24 hours. Microsoft emails members directly once access is activated. General staff will not yet have AI accounts.
Aug 12, 2026
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Georgie AI chat tool - AbilityFirst availability
AbilityFirst / Crimson IT
Georgie, the AI chat support tool for Microsoft and Adobe products including Excel formula generation, is available to AbilityFirst employees now via the Help Desk button in Microsoft Teams. Users must respond to the bot to close a ticket or it escalates to a live technician.
Jun 6, 2026
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Copilot in Word key capabilities
Microsoft 365 Copilot / Word
Copilot in Word supports vibe writing on blank documents, converts bullets to prose, adjusts tone and style, summarizes PDFs and multiple reports with clickable citations, and references accessible files via forward slash (/) search.
Aug 11, 2026
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Peerless Bandwidth Upgrade Scope
Peerless
Office internet bandwidth upgrade of at least 5x is being scoped; quote is pending from Peerless.
Update 2026-09-14: Quote received. SCHARP sites run at 100 Mbps; proposal is at least 500 Mbps per active site at about $200 to $500 more per month each. Sequence: 2610 HQ and Crenshaw first, then Vermont, then the rest. Dr. Barbour approved on 2026-09-14 ("Please proceed").
Aug 3, 2026
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2026-09-15 April sent sweep: detail updated from sent email "Internet Connections at SCHARP Locations - Dr Barbour to approve." (quote received, 500 Mbps target, approved).
JP Morgan Account - $37K Fence Expense Flagged
JP Morgan Account
$37K 'fence' expense flagged on JP Morgan account. Lorenzo has been delisted from account. Review of drawdowns and spending needed. Connect with James Hunter for audit support.
Apr 16, 2026
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Products vs professional fees configuration impact
ConnectWise project configuration
Line items added as products on a project rather than rolled into professional fees distort available-to-bill totals. Misaligned items must be removed or realigned, and a UI refresh is required afterward to reflect corrected amounts.
Jun 16, 2026
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Crown Housing / Sierra Vista line origin
G2 / Manny Gallion
Phone/internet lines for Crown Housing and Sierra Vista were inherited from G2 managed by Manny Gallion; client is bringing management of these services in-house.
Jun 18, 2026
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Power Automate overview
Microsoft Power Automate
Power Automate is included in Crimson IT M365 licenses; supports automated, scheduled, and instant flow types; premium flows with diamond icon require approval due to additional cost; use cases include saving attachments to OneDrive, Teams messaging, and integrations with Asana and ConnectWise Manage
Jul 22, 2026
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Copilot retrieval architecture: Microsoft Search semantic index
Microsoft Copilot
Copilot chat relies on Microsoft Search and only sees headers, sheet names, dashboard text, and summaries, not the full grid of large multi-tab workbooks, which causes partial or superficial responses.
Jul 22, 2026
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SaaS rule enforcement with RAG augmentation
Concur / MCP
SaaS systems such as Concur already enforce hard business rules; RAG via MCP augments these with contextual organizational knowledge rather than replacing rule enforcement.
Aug 11, 2026
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Anzor code review tooling stack
Anzor
Anzor uses a multi-layered approach for code review: Codex for in-depth analysis, and both Gemini Flash and Claude for reviews on new code submissions.
Jun 5, 2026
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Ada - auto-file feature roadmap status
Ada app
Feature to automatically move emails to folders after a set time period (3 to 5 days) or once read is confirmed as highly requested and targeted for the development roadmap within the next month from August 2026
Aug 5, 2026
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Emily engagement model
Emily
Emily is an hourly marketing contractor; she is to be used as a last resort and engaged on an as-needed basis only to control costs; recurring weekly meetings with her have been discontinued
Aug 28, 2026
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SCHARP - Peerless: heavy operational traffic, no contract terms in mailbox
Peerless Networks
30+ messages in last 90 days - mostly proactive alerts, portal invoices, audit confirmations.
Monthly invoices auto-flow to portal: Invoice 94025 (April), Invoice 92413 (March).
Contract end date: NOT confirmed in mailbox. Priority brief claims locked through May 2027 - unverified.
ETF: not visible.
Monthly cost: in invoice PDFs.
Interesting thread: BDO auditor Robson Mawena (Robson.Mawena@bdo.co.uk) verifying SCHARP's Peerless invoices for year-end audit (msg 19c999d82a256497). Auditor may have asked Peerless directly for terms.
Next step: Pull MSA from AP records or Peerless portal.
May 5, 2026
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AI fabrication risk acknowledgment
Anzor
Anzor cited a documented instance of an AI agent fabricating information and advised all staff to double-check AI-generated data; he indicated he is changing his personal approach to AI usage.
Jun 5, 2026
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RAG and context spine concept
Peer group
A shared context spine using RAG can inject SOPs, playbooks, and P&L guidance into enterprise AI tools; ticky-tacky heuristics and policy metadata may need to live outside pure RAG and integrate via MCP.
Aug 11, 2026
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Copilot learning strategy
Microsoft Copilot
Recommended learning approach is to run Copilot against a task already completed manually, allowing safe comparison of results without business risk.
Aug 5, 2026
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Foundation tech environment
Foundation
Approximately half of Foundation staff use Google Workspace and half use Microsoft 365, creating a split tech stack that requires dual-track AI training content.
Sep 2, 2026
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Copilot security boundary behavior
Microsoft 365 Copilot
Copilot operates within existing Microsoft 365 user permissions and sensitivity labels; it can surface improperly stored public files and by default avoids exposing restricted content.
Aug 11, 2026
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Marcus Canada connectivity
Marcus
Marcus was in Canada and experienced unusual connectivity issues flagged by Sean via text. No root cause was identified or formally investigated.
Sends a daily briefing email covering agenda, follow-ups, To Do items, inbox activity, priorities, tickets, and overdue items; active on Christi's system as of July 2026
Jul 21, 2026
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Microsoft 365 Copilot data protection model
Microsoft 365 Copilot
Copilot within Microsoft 365 keeps data tenant-bound; customer content is not used to train models by default; a green shield icon indicates enterprise data protection is active.
Jun 5, 2026
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Budget submission recipients
Cost Ship
Budget was submitted to Cost Ship with copies sent to Aaron and Crystal; meeting attendees were also intended recipients.
Aug 4, 2026
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Christi Brown - Compliance Workload
Christi Brown
Christi is currently managing compliance policies for all clients and conducting tabletop exercises, driving the need for a dedicated internal compliance officer.
Jun 6, 2026
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SCHARP - Trellix end date 8/1/26 (REMOVAL IN PROGRESS)
Trellix / McAfee (Carahsoft reseller)
STATUS: REMOVAL IN PROGRESS - confirmed by Christi 2026-05-05.
Contract end date: 08/01/2026 (confirmed verbatim by Carahsoft 3/4/26).
Non-renewal notice given 3/5/26.
Reseller: Carahsoft (Jesstine Baskin, Account Rep, 571.591.6249). Quote engineer: Jake Long. LT Technologies / Armen was secondary reseller before SCHARP cut ties.
ETF: Not stated - cancelled effective end of term.
License count / monthly cost: not in mailbox.
Key messages: 19cba788b771eed6 (Carahsoft initial 3/4), 19cbf3dc469bba23 (Christi non-renewal 3/5), 19cbe45c55c132a6 (Carahsoft confirm), 19cd7cff65aeb346 (retention attempt 3/10), 19d30483ed3cdf29 (3/27 meeting).
EDR replacement path established separately. Removal of Trellix agents currently underway.
May 5, 2026
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Project Timeline - Site Launch and Adoption
BAFMA client team
Site is targeted to go live mid-August 2026, beta testers engage after launch, and full team adoption is planned for September 2026.
Aug 5, 2026
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On-Call Roster - Outdated Members
Internal On-Call System
The on-call roster still includes former team members Paul and Dirk, who need to be removed. Ray remains on the roster for a specific reason.
Aug 12, 2026
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LLM capability and limitation framing
Large Language Models
LLMs are predictive assistants that generate likely next tokens based on training data rather than retrieving facts; they can be confidently wrong, are bounded by training cutoffs and permission scopes, and require human review; recommended mental model is a capable but fallible intern.
Jun 5, 2026
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Alere AI project cheat sheet
Alere
Christi created a project cheat sheet for Alere in Claude using the cowork feature, drawing from emails, documents, and meeting transcripts.
Jun 6, 2026
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Monthly Cadence Agreement
Speaker 2 / Client
Team agreed to shift from weekly to monthly meetings, scheduled on Thursdays at the existing meeting time.
Jul 23, 2026
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Reuben Davidsohn communication style - has Christi on speed dial
Reuben Davidsohn
Reuben Davidsohn (Irongate COO) has Christi on speed dial. He will call her on Sunday morning, 11pm at night, anytime. Long-standing relationship with high trust. Per 4/8 and 4/9/2026 meetings.
May 5, 2026
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Centralized Client Training Site
Anzor
Speaker 2 plans to create a centralized training site to host materials for all clients, pending approval from Anzor, who is described as very busy.
Aug 12, 2026
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Karney - AI tool comparison delivered, ChatGPT Plus recommended
Jason Yu
Christi delivered Claude vs ChatGPT comparison 4/22 (from 3/5 session). Recommended ChatGPT Plus (20/user/mo) as starting point for Karney (business productivity, financial analysis). Pair with M365 Copilot for in-app work. Karney on Business SKUs. Jason asked about Claude Mythos - it is a gated cybersecurity preview, not public concern.
Apr 22, 2026
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Excel sensitive data protection
Microsoft Excel
When handling sensitive employee or financial data in Excel, workbooks should be protected using a password, restricted access settings, or confidentiality labels before using AI tools to analyze them.
Jun 5, 2026
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Olivia role in Avalon help desk estimation
Olivia
Olivia is the Service Delivery Manager included by Pete to ensure all help desk roles and locations contributing to Avalon tickets are captured in cost estimates.
Jun 18, 2026
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NetworkSolutions invoice access
Christi Brown's administrative team
Christi's administrative team already has access to NetworkSolutions and retrieves invoices from it.
Jul 21, 2026
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2610 HQ internet upgrade vendor
Peerless
Peerless is the vendor being solicited for internet bandwidth upgrade quotes at 2610 headquarters; target is at least fivefold performance improvement with potential cost reduction.
Aug 4, 2026
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Huntress deployment scope
Huntress
Huntress is to be deployed for endpoint detection and response and SIEM/log ingestion from Google Workspace as part of the security stack migration to Crimson. Driven by Anton.
Jun 18, 2026
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Newmark - Prior Property Managers
333 S Grand Ave Site
The property at 333 S Grand Avenue Suite 1500 was previously managed by Brookfield and then CBRE. Crimson IT provided technology services under those prior managers.
Jun 10, 2026
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Copilot hallucination risk
Microsoft 365 Copilot
Copilot can be confidently wrong and does not signal uncertainty; all outputs including math, logic, names, and data figures must be validated before sharing.
Aug 11, 2026
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Claude data sharing off by default in Teams for business
Claude AI
By default, data sharing is turned off for corporate/business use in Teams and can only be enabled by an administrator. Goal is to keep data internal, not shared with Anthropic.
Jun 5, 2026
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Base44 onboarding friction
Base44
Inviting users to a Base44 workspace sandbox is cumbersome; even inviting an IT-savvy consultant took multiple attempts. Property managers with less technical sophistication would likely face greater difficulty. Reinforces preference for Azure SSO and RBAC-based access.
Jun 5, 2026
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After-hours support rotation June 3, 2026 week
Jordan / Juno
For the week of June 3, 2026, Jordan is primary after-hours support and Juno is backup.
Jun 5, 2026
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AbilityFirst Document Classification Levels
AbilityFirst
AbilityFirst uses four document classification levels: Unrestricted, Restricted, Confidential, and Confidential View Only. Workbooks containing PII must have appropriate classification applied, with consideration of Protect Workbook features.
Jun 5, 2026
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Account manager role boundary
Vince
Account managers at Crimson IT are not to perform technical project work. Doing so does not scale and sets an incorrect precedent per Mike.
Jun 16, 2026
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Ada PII Handling
Ada
Ada automatically skips emails containing potential PII such as credit card numbers and SSNs; does not auto-send drafts; human-in-the-loop sending is enforced.
Aug 13, 2026
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Cloudflare tunneling capabilities
Cloudflare
Cloudflare's tooling provides security fronting, auth, VPN, email security, DMARC, and tunneling for private setups under a freemium model with broad infrastructure coverage.
Aug 11, 2026
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Genevieve asked about cloud storage capacity
Genevieve (AF staff)
Genevieve asked if users need to manage OneDrive storage or if it fills up. Christi explained storage is auto-expanded by IT and OneDrive automatically pushes old files to cloud-only to free local disk space. This suggests some staff worry about running out of space.
May 12, 2026
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Source: AF Word Training 2026-05-12. Surface-level concern, but indicates engagement.
Crimson IT driver patch management policy
Anton
An additional patch management policy covering drivers has been implemented for Crimson IT; some laptops require reboots.
Aug 27, 2026
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Claude scheduled task local vs cloud limitation
Claude AI
Scheduled tasks in Claude can run locally or in the cloud. Any task requiring access to or manipulation of local files must be configured to run locally and cannot be processed in the cloud.
Aug 18, 2026
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KC AI constraint - no autonomous email sending
KC
KC has a firm, non-negotiable requirement that any AI solution must not proactively send emails or act on the user's behalf without explicit instruction; AI assistance is limited to internal organization only.
Jun 18, 2026
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Live chat subscription cost
Website live chat vendor
Active live chat subscription costs $25 per month; leads generated are minimal and mostly from existing clients confused about contact details; cancellation is under consideration
CoWork requires installing Virtual Machine Platform Windows feature. Desktop-only feature for agentic file operations. Most staff (90%) will not use Cloud Code, so start with CoWork for training.
Jun 5, 2026
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N8N Self-Hosted Approval Status
Anzor
Anzor granted a conditional one-time approval for Christi to self-host N8N on her Crimson managed desktop. This is an explicit final concession; future requests for user-deployed non-standard tools will face a significantly higher approval bar and are likely to be rejected.
Jun 16, 2026
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Tabletop exercise format and intent
Christi Brown
Christi intentionally selects challenging scenarios for tabletop exercises, calls on the internal team less frequently, and uses the exercise to understand the client's stance on deeply impactful incidents. New SEC regulations taking effect June 3, 2026 influenced scenario selection.
Jun 6, 2026
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Copilot Work vs Web mode
Microsoft Copilot
Copilot interface accessible via office.com or desktop app allows toggling between Work mode (internal data) and Web mode (public internet). Provides access to multiple AI models including Claude Opus and OpenAI GPTs under enterprise protection.
Jun 5, 2026
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Kevin AP response
Kevin
Kevin replaced access points, followed up proactively after the visit, and responded quickly to AP alerts on the morning of the meeting via the P1 alert channel.
Jul 24, 2026
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Concurrent major projects creating overload
Crimson IT team
Team is concurrently handling four major projects: Wayfinder, two Maverick projects, Property Diverger, and Foothill Family Assessment; Pete acknowledged these are larger than most the company has previously undertaken
Jun 5, 2026
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No Before Training Compliance Backlog
Crimson IT
Crimson IT has a systemic issue with timely completion of mandatory No Before security training; some employee items exceed 900 days overdue, flagged as a critical compliance risk with a past incident involving Doctor Barber as precedent
Jul 21, 2026
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New employees onboarded May 2026
Paula / Marie Carr
Paula and Marie Carr were onboarded and are training with Julia, Elisa, and Jane as of May 2026.
Jun 5, 2026
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ARC network outage scheduled
ARC
Two access points and a switch will be replaced on July 23 2026 at 9:00 AM causing a brief network outage
Jul 22, 2026
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Entrotech Mobility Management - Vendor Capabilities and Pricing
Entrotech rep (via Alex)
Entrotech offers managed mobility services: 24x7 help desk, lifecycle management (device stock at Woodland Hills), reporting/analytics, multi-carrier support. Typical cost $5/line/month offset by plan optimization savings. Partners with all carriers. Can do eSIM on business accounts. Can create mobile device policies. Can integrate with HR systems for auto-suspend/cancel on termination. Audit process: 3 months invoices + device report from carrier portal, 5 business day turnaround. 80/20 rule on data: 80% of users use 20% of data. Optimizes by shifting low-usage users off unlimited plans within billing cycle.
Apr 21, 2026
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For SCHARP (~700 lines) and AF (~200 lines). SCHARP leadership presentation in ~2 weeks. AF month-to-month with Verizon since Jan 2026. Demetrius (Entrotech boss) described as best boss rep has had in 24-year career.
SSID password rotation starting with Weingart
Crimson IT Security
Crimson starting to rotate SSID WiFi passwords for all clients. First client: Weingart. Already rotated SEED local account passwords for all clients - check Hudu if issues.
Jun 3, 2026
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Copilot custom agent: file attachment limit
Microsoft Copilot Agent Builder
Attaching no more than 6 to 10 files to a custom agent is the recommended rule of thumb for reliable performance.
Jul 22, 2026
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Weingart Account Security Recognition
Weingart
Crimson IT security team received praise from Jason for excellent work on the Weingart account as of May 2026.
Jun 5, 2026
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Training recording policy for Alere Copilot project
Crimson IT
All training sessions will be recorded and download links made available; links expire after 30 days.
Jun 5, 2026
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Christi foster care background
Christi Brown
Christi has extensive foster care experience, specializing in teens, non-minor dependents (ages 18-21), and sex-trafficked youth. She was in foster care herself and adopted at age 15. She has cared for 16 children. She does not take medically fragile placements due to appointment time demands. She currently cares for a 20-year-old pregnant non-minor dependent and another youth in a Supervised Independent Living Program (SILP).
Aug 27, 2026
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Auto Concierge Belgrade warehouse - coming online end of May
Auto Concierge / Vince
Auto Concierge has a second warehouse in Belgrade coming online end of May 2026. From Vince at 04-22 all-hands.
Apr 22, 2026
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Cotsen/Coates Foundation AI policy status
Cotsen/Coates Foundation
The organization has proactively drafted an AI usage policy covering guardrails for security, privacy, disclosure, and ongoing evolution; leadership contacts include Steve, Kamya, and Casey.
Jun 5, 2026
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Empower training system status
Crimson Team
Empower training platform is currently underutilized by the team and represents a significant company expense; renewal decision is pending team feedback
Jul 22, 2026
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FINRA AI Process Automation Opportunity
Alex Kassar / FINRA
FINRA manages brokerage firms via a web portal with tedious repetitive processes representing an estimated $60 million opportunity for time savings. Exploring Amazon Qlik Chat Agents for conversational interaction with the portal.
Jun 5, 2026
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VoIP evaluation scope
Michuan
Client is comparing Verizon One Talk against direct Microsoft Teams calling implementation as part of a broader unified communications vendor evaluation. No exclusive commitment to any solution.
Jun 5, 2026
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MFA rollout status
SCHARP / Basma
MFA fully deployed to all SCHARP employees as of late May 2026. Basma MFA go-live scheduled June 5, 2026 with a one-week compliance window. Main friction point was users finding the final turn 2FA on button.
Jun 6, 2026
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Mail Intelligence App Deployment
Westwood Financial / Microsoft Azure
Mail Intelligence app is live in Westwood's Microsoft Azure tenant, accessed via Microsoft 365 login, with all data stored in Westwood's Azure database and no external servers used.
Aug 13, 2026
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Anderson project scope
Anderson
Anderson project included Cloud Teams setup, SSO configuration, and Cloud desktop app deployment to end users. SSO was completed by Vince; Cloud desktop deployment assigned to help desk.
Jun 16, 2026
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Tabletop runbook storage location
Hudu
Tabletop exercise runbooks including scenario templates and formatting guidance are to be stored in the Hudu knowledge base.
Jun 6, 2026
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Microsoft Copilot Studio vs Claude and Cursor Build Time
Greg Moore
A purchasing agent built in Microsoft Copilot Studio failed after five weeks of effort. The same agent was successfully built in three days using Claude and Cursor.