Define retention and journaling policy validation steps post-deployment to confirm compliance is functioning Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recElhY8BdZAgiTgv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recElhY8BdZAgiTgv NEST:Meeting:recElhY8BdZAgiTgv:loop8 New ▾ Medium ▾ Jun 18, 2026 Jun 18, 2026 — Retention and Global Relay journaling configurations are underway; validation steps not yet defined — · 06-18 Weekly Meeting: Copilot Deployment, Security Setup, and Training Plan — Crimson IT — — — Establish communication protocol and escalation path while Speaker 2 is out of office next week Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Belay Plaude Meeting ▾ NEST ▾ recDB005EodTUlojZ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDB005EodTUlojZ NEST:Meeting:recDB005EodTUlojZ:loop4 New ▾ Medium ▾ Jul 24, 2026 Jul 24, 2026 Jul 27, 2026 Speaker 2 will be out of office next week but monitoring phone and requests; a named backup contact and escalation path should be confirmed before the week begins. — · 07-24 Meeting: Insider Threat Response at Belay — Crimson IT — — — Perform external DNS record checks for SPF, DKIM, and DMARC and share findings with Security to accelerate root-cause isolation Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ recXENau845ZgniAu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXENau845ZgniAu NEST:Meeting:recXENau845ZgniAu:loop4 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 — Speaker 1 to run external DNS validation and share results directly with the Security Team to speed up diagnosis — · 06-01 Email Deliverability Failure Due to DMARC Authentication Misconfiguration — Crimson IT — — — Request Planful access or obtain screenshots showing capital expenditures Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Michuan Plaude Meeting ▾ NEST ▾ reco1OYEEt2sRYkCc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reco1OYEEt2sRYkCc NEST:Meeting:reco1OYEEt2sRYkCc:loop1 New ▾ High ▾ Jun 6, 2026 May 19, 2026 — Michuan needs capital expenditure detail; Christi may need to formally request access to Planful — · 05-19 Weekly Meeting: Project Updates and AI Training — Crimson IT — — — Resolve communication disconnect with Brett at Westwood and clarify single point of contact between George and Speaker 2 Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Brett / Westwood Plaude Meeting ▾ NEST ▾ recdwpBHMlZ1GOqxi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdwpBHMlZ1GOqxi NEST:Meeting:recdwpBHMlZ1GOqxi:loop5 New ▾ Medium ▾ Aug 11, 2026 Aug 6, 2026 Aug 7, 2026 Brett is routing questions to both George and Speaker 2, creating confusion and conflicting priorities across three simultaneous AI projects — · 08-06 Weekly Meeting: Onboarding, Project Status, and Policy Updates — Crimson IT — — — Close SCHARP managed IT project and begin Microsoft migration planning SCHARP ▾ Commitment ▾ Open ▾ Christi ▾ Pete Plaude Meeting ▾ NEST ▾ rec0xEjV90Fc5qmBH https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec0xEjV90Fc5qmBH NEST:Meeting:2026-05-26-Crimson:scharp-m365-migration-plan New ▾ High ▾ Jun 5, 2026 May 26, 2026 Jun 15, 2026 MFA enabled, security tools turnover started. Current managed IT project can be closed. Next: plan migration to Microsoft. Christi to align with Pete on scope. — · 05-26 Weekly Meeting: Firewall Shipments, Migrations (ITGlue→Hudu, Gmail→Microsoft), AutoElevate, VoIP, and Project Scheduling — SCHARP — — — Send quotes for Starlink and reduced-cost Frontier Fiber plan to Erin Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Erin Plaude Meeting ▾ NEST ▾ recIgwoJuOn4vph3e https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIgwoJuOn4vph3e NEST:Meeting:recIgwoJuOn4vph3e:loop1 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 Jun 19, 2026 Erin is approved to explore changing internet service at the camp; plan is to keep existing Frontier Fiber and add Starlink as backup; original fiber rate included construction costs so lower pricing is available. — · 06-18 Meeting: Vendor Quotes, Internet Redundancy, Contract Audit, and Invoice Follow-ups — Crimson IT — — — Pete to schedule meeting with Mark Victorino to confirm MPath platform is working correctly Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Pete Plaude Meeting ▾ NEST ▾ reccKnldZZWVo9iKQ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reccKnldZZWVo9iKQ NEST:Meeting:reccKnldZZWVo9iKQ:loop5 New ▾ High ▾ Aug 11, 2026 Aug 6, 2026 — Follow-up to MPath access investigation to verify resolution for Mark — · 08-06 Code Re-use Approval for Accelerated Client Project — Crimson IT — — — Send PTO request email to Yumi once youngest child's graduation dates are confirmed Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Maggie Plaude Meeting ▾ NEST ▾ recvmnKu6tDaimF3X https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recvmnKu6tDaimF3X NEST:Meeting:recvmnKu6tDaimF3X:loop2 New ▾ Medium ▾ Jun 16, 2026 Jun 16, 2026 — Maggie is waiting on confirmation of graduation dates before submitting PTO request to Yumi. — · 06-16 Guide to Progress Billing in ConnectWise — Crimson IT — — — Complete IT Glue to Hudu migration by 2026-06-01 and bulk-sync then archive offboarded clients such as Ashland Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop1 New ▾ High ▾ Jun 5, 2026 May 19, 2026 Jun 1, 2026 IT Glue cutoff is June 10 2026; Pete approved bulk-sync and archiving for clients no longer supported; Paula has Hudu training scheduled — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Alere users to build and share useful Agents using the [XXX] Descriptive Name naming convention Alere ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Alere Plaude Meeting ▾ NEST ▾ recZiCUzl0Tgx8SNr https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZiCUzl0Tgx8SNr NEST:Meeting:recZiCUzl0Tgx8SNr:loop4 New ▾ Medium ▾ Aug 5, 2026 Aug 5, 2026 — Attendees were encouraged to create reusable Agents and share them org-wide using standardized three-letter department code bracket naming. — · 08-05 Lecture: Microsoft Copilot Training — Outlook, Word, Excel, Agents, and Data Security — Alere — — — Read and reply to Kevin Thomas on DTLA Alliance policy package Crimson ▾ Follow-Up ▾ Hold ▾ Christi ▾ Kevin Thomas (DTLA Alliance) Email ▾ NEST ▾ — — NEST:OpenLoop:dtla-policy-kthomas New ▾ High ▾ Jun 5, 2026 Jun 5, 2026 Jun 15, 2026 ON HOLD per Christi 2026-06-05. Christi emailed Kevin Thomas requesting an extension; still working through the document set (large). Resume Monday June 15 after vacation. [Kevin replied 6/4 with an attachment on the DTLA Alliance Policy Package.] — · — — DTLA Alliance — — — Work with Alex to swap remaining APs at the basketball court and outside the amphitheater used in LSU, and place speakers as needed during the on-site day Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Alex Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop3 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 Jun 4, 2026 Specific swap locations identified; on-site day is Thursday June 4. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Establish monitoring and alerting for potential follow-up attacks targeting Dr. Barber and staff via SMS, email, or phone Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop8 New ▾ Medium ▾ Jun 18, 2026 Jun 16, 2026 Jun 23, 2026 Risk noted that attackers may attempt additional vectors including email, phone calls, or social engineering targeting family or the organization after the initial phishing success. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — Verify receipt of deposit check Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Client / Finance Plaude Meeting ▾ NEST ▾ rectJB62MnATg718n https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rectJB62MnATg718n NEST:Meeting:rectJB62MnATg718n:loop3 New ▾ High ▾ Jun 6, 2026 May 21, 2026 May 23, 2026 Deposit check issued and in transit. Delay was due to backend finance changes and new CFO. Christi reconfirmed approval. Expected to arrive within a couple of days from 2026-05-21. — · 05-21 Project Coordination Meeting: Deposit Status, Onsite Schedule, AP Placement, and Boom Lift Logistics — Crimson IT — — — Execute next Alere and Anderson progress bills using the SOP once published, capture deviations and friction points, and report back for SOP refinement Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Maggie Plaude Meeting ▾ NEST ▾ rec95rQOHZ1gLGZO3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec95rQOHZ1gLGZO3 NEST:Meeting:rec95rQOHZ1gLGZO3:loop3 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Christi was instructed to execute billing without prior formal training; this is her first structured run against the documented process — · 06-16 Analysis of Progress Billing Workflow Gaps and Key-Person Risk — Crimson IT — — — Schedule Inventory Tracker V2 meeting with Robert, Gaston, Vana, Olivia, Charl Becker, and possibly John Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ recdwpBHMlZ1GOqxi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdwpBHMlZ1GOqxi NEST:Meeting:recdwpBHMlZ1GOqxi:loop4 New ▾ High ▾ Aug 11, 2026 Aug 6, 2026 — V2 includes automated onboarding and will be rolled out to SCHARP in addition to Ability First — · 08-06 Weekly Meeting: Onboarding, Project Status, and Policy Updates — Crimson IT — — — Attendees submit real workflow materials to Christi and John Wilder by end of day 2026-07-27 for use in Days 2 and 3 hands-on sessions Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Karney attendees Plaude Meeting ▾ NEST ▾ recH81TtjQUNMmvZI https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recH81TtjQUNMmvZI NEST:Meeting:recH81TtjQUNMmvZI:loop0 New ▾ High ▾ Jul 27, 2026 Jul 27, 2026 Jul 27, 2026 Contracts, financial reports, and other real examples needed for the follow-along sessions on 2026-07-28 and 2026-07-29 — · 07-27 Lecture: AI Foundations Training for Property Firm — Copilot, ChatGPT, Claude, Prompting, and Governance — Karney Properties — — — Propose additional locations to deploy extra APs to improve coverage and share ideas with Angel Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop5 New ▾ Medium ▾ Jun 5, 2026 Jun 1, 2026 — Extra APs exist because some planned replacements were not needed; reallocation locations still to be defined. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Select pilot use cases for Assist and Connect pillars (HR, maintenance, fleet, CRM integrations) Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Internal stakeholders Plaude Meeting ▾ NEST ▾ recHGtxxQXiacQcbA https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHGtxxQXiacQcbA NEST:Meeting:recHGtxxQXiacQcbA:loop3 New ▾ High ▾ Aug 11, 2026 Aug 5, 2026 — Assist and Connect deployments are in progress but pilot scope has not been formally locked. — · 08-05 Meeting: AI Industry Developments, Enterprise Strategy, and Adoption — Crimson IT — — — All employees to submit timesheets and expense reports by July 31, 2026 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Finance / Elisa Plaude Meeting ▾ NEST ▾ recDvvBYv6DAUiiEv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDvvBYv6DAUiiEv NEST:Meeting:recDvvBYv6DAUiiEv:loop3 New ▾ High ▾ Jul 29, 2026 Jul 29, 2026 Jul 31, 2026 Required for month-end close; Elisa is currently on leave. — · 07-29 Weekly Meeting: Cybersecurity Rollout, Training Compliance, Billing Deadlines, and AI Tool Usage — Crimson IT — — — Assess and document a mitigation plan for the Monty single point of failure scenario Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recwHsj2ZspJeHdcR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recwHsj2ZspJeHdcR NEST:Meeting:recwHsj2ZspJeHdcR:loop3 New ▾ Medium ▾ Jun 6, 2026 Jun 2, 2026 — Risk is that if Monty is unavailable, incident response is delayed because Paul contacts Sam who then notifies others. Sam-first escalation path should be made explicit and monitored. A Monty-on-vacation scenario is planned for next year's exercise. — · 06-02 Meeting: Tabletop Exercise Debrief, Smarsh Archival, Single Point of Failure — Crimson IT — — — Validate Alere and Anderson project configurations against checklist and correct discrepancies before next billing cycle Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ April Plaude Meeting ▾ NEST ▾ rec95rQOHZ1gLGZO3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec95rQOHZ1gLGZO3 NEST:Meeting:rec95rQOHZ1gLGZO3:loop2 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Check products vs professional fees alignment, flags, and totals on both projects — · 06-16 Analysis of Progress Billing Workflow Gaps and Key-Person Risk — Crimson IT — — — Schedule follow-up meeting with Michuan and Ryan to present Verizon One Talk VoIP solution and pricing Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Michuan Plaude Meeting ▾ NEST ▾ recW4WF2oEt4CcHjp https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recW4WF2oEt4CcHjp NEST:Meeting:recW4WF2oEt4CcHjp:loop2 New ▾ High ▾ Jun 5, 2026 May 29, 2026 — Meeting to include Christi, Michuan, and Ryan. Agenda is One Talk features, pricing, and Teams integration details. — · 05-29 Consultation: Christy and Michuan - Verizon VoIP Solutions — Crimson IT — — — Resume and complete the AF_supervisors distribution list update tutorial once correct list details are confirmed Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recay76Y3OxLl0Jlx https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recay76Y3OxLl0Jlx NEST:Meeting:recay76Y3OxLl0Jlx:loop2 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Christi committed to calling participants back to finish the demonstration after consulting Shane — · 06-18 Lecture: Managing Microsoft Distribution Lists — Crimson IT — — — Contact the child's attorney if financial or support needs remain consistently unmet Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Foster caregivers attending the lecture Plaude Meeting ▾ NEST ▾ recaTJRvQmMVaa0QP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recaTJRvQmMVaa0QP NEST:Meeting:recaTJRvQmMVaa0QP:loop5 New ▾ Medium ▾ Aug 24, 2026 Aug 24, 2026 — Child's attorney can advocate for caregiver and teen parent needs directly in court when social worker channels fail — · 08-24 Lecture: Foster Care Support for Teenage Parents, Shared Responsibility Plan, Boundaries, Funding and Advocacy — Crimson IT — — — Share OneDrive folder and raw training video files with Speaker 1 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Speaker 1 Plaude Meeting ▾ NEST ▾ recPo1yFNTGLRukdF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recPo1yFNTGLRukdF NEST:Meeting:recPo1yFNTGLRukdF:loop4 New ▾ High ▾ Aug 27, 2026 Aug 26, 2026 — Christi is producing client-facing training videos with intro animation and wants them published on the website and YouTube. She prefers to finalize the PPT template before recording more. — · 08-26 Meeting: Marketing Collateral, Content Strategy, and SEO — Crimson IT — — — Register for ConnectWise University Days in Tampa (June 2-5) and next week's Platform PSA end-to-end procurement session. Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ ConnectWise Plaude Meeting ▾ NEST ▾ recidKvIThjeSbArB https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArB NEST:Meeting:recidKvIThjeSbArB:loop6 New ▾ Medium ▾ Jun 5, 2026 May 27, 2026 Jun 2, 2026 University Days topics include CPQ Bootcamp and Automation Nation (June 2-3) and PSA Blueprint and RMM Playbook (June 4-5). Registration via QR code or ConnectWise University calendar. — · 05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy — Crimson IT — — — Identify the purchased item, attach receipt or confirmation, and log payment status in the shared brief Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Speaker 1 / Planning Lead Plaude Meeting ▾ NEST ▾ reckeKueWACH0akbq https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckeKueWACH0akbq NEST:Meeting:reckeKueWACH0akbq:loop1 New ▾ Medium ▾ Jun 6, 2026 May 26, 2026 — Planning Lead stated 'I did buy it' but the item, receipt, and confirmation status remain unidentified and undocumented. — · 05-26 Consolidating a Student Trip Plan: Eliminating Ambiguity and Establishing a Single Source of Truth — Crimson IT — — — Verify CIT admin account can fully manage AF_Supervisors DL until same-mask access is configured Crimson ▾ Risk ▾ Open ▾ Crimson Team ▾ CIT Admin Plaude Meeting ▾ NEST ▾ recobGqZC0myf317L https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recobGqZC0myf317L NEST:Meeting:recobGqZC0myf317L:loop4 New ▾ Medium ▾ Jun 18, 2026 Jun 18, 2026 — Permissions gap acknowledged; team operating under CIT admin account without Senthil Segura; management capability should be confirmed before same-mask access is resolved. — · 06-18 Operational Note: Building and Governing the AF_Supervisors Exchange Distribution List (Microsoft 365 Admin GUI) — Crimson IT — — — Produce payroll off-cycle one-pager explaining rationale AbilityFirst ▾ Commitment ▾ Open ▾ Counterparty ▾ Payroll Lead Plaude Meeting ▾ NEST ▾ rec56GA7NyUnrZDv8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec56GA7NyUnrZDv8 NEST:Meeting:2026-06-03-AF:offcycle-one-pager New ▾ Medium ▾ Jun 5, 2026 Jun 3, 2026 Jun 15, 2026 Produce one-pager explaining rationale for recent off-cycle checks (termination timing, pay-on-time policy) and criteria for off-cycle use. Share with leadership to preempt future disputes. — · 06-03 Fixing the Governance Gap in Invoice Allocation and Payroll Controls: Clarify Ownership, Access, and RACI to Restore Credibility — Ability First — — — Document and communicate user guidance for verifying support requests before taking action Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop9 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 Jun 30, 2026 Pete recommends diplomatically offering pre-action reviews for any support-like requests; guidance to flag suspicious long receipt-like texts and consult IT first. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — Document recurring Verizon department/center allocations to standardize and reduce manual itemization each month Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ rec144SefljpgLjzF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzF NEST:Meeting:rec144SefljpgLjzF:loop11 New ▾ Medium ▾ Aug 12, 2026 Aug 11, 2026 — Allocations are currently being done manually each cycle; saving favorites and documenting assignments would reduce rework. — · 08-11 Meeting: Concur Expense Report Cleanup, Missing Receipts Access, Amazon/Program Allocations, Department/Class Charging, Itemization Workflow, Concur Billing via Salesforce, Scheduling Support — Crimson IT — — — Follow up on Marcus connectivity issues in Canada flagged by Sean Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Eversave Plaude Meeting ▾ NEST ▾ reckUEA35i9cj6nc2 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckUEA35i9cj6nc2 NEST:Meeting:reckUEA35i9cj6nc2:loop5 New ▾ Low ▾ Jul 24, 2026 Jul 24, 2026 — Sean flagged via text that Marcus was experiencing unusual connectivity issues in Canada. Speaker 2 followed up with Marcus directly. No formal escalation or assigned investigation occurred. — · 07-24 Meeting: Eversave Upgrade, Litigation Hold, Insider Threat Monitoring, and ActiveTrack Evaluation — Crimson IT — — — Assess active ports at the main lodge and create a consolidation plan to reduce from 48 to 24 ports without impacting services Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop9 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 Jun 4, 2026 Goal is to avoid purchasing an 80-port switch by consolidating onto a 24-port configuration; many current ports may be inactive. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Christi and Sergio to reconnect at 3:00 PM on July 21 Crimson ▾ Follow-Up ▾ Open ▾ Christi ▾ Sergio Plaude Meeting ▾ NEST ▾ recAeDV4y8NTGcegQ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAeDV4y8NTGcegQ NEST:Meeting:recAeDV4y8NTGcegQ:loop2 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 Jul 21, 2026 Meeting was cut short and both parties agreed to continue the discussion at 3:00 PM the same day. — · 07-21 Meeting: OpenAI Payment, Copilot Status, and AI Training — Crimson IT — — — Configure Power Automate scheduled daily research briefs and file-drop trigger that saves meeting summaries to Outlook Drafts Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Internal Plaude Meeting ▾ NEST ▾ recIIHBbHy87aHgte https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIIHBbHy87aHgte NEST:Meeting:recIIHBbHy87aHgte:loop4 New ▾ High ▾ Aug 6, 2026 Aug 6, 2026 — Demonstrated during training; participants assigned to build these automations as practical follow-through. — · 08-06 Lecture: Microsoft 365 Copilot Executive Training, Security Practices, and Automation Workflows — Crimson IT — — — Validate circuit cutovers by pulling current Meraki IPs and comparing with provider IPs Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ recSCQt4n6V5H5VOG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOG NEST:Meeting:recSCQt4n6V5H5VOG:loop8 New ▾ High ▾ Jul 28, 2026 Jul 28, 2026 — Risk that new circuits were installed but firewall and IP updates were not completed; verification needed across all sites. — · 07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki) — Crimson IT — — — Send the full inventory list and quantities for all Meraki equipment ordered to establish the count of extra units for reallocation Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop4 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 — Without this list, reallocation planning for surplus APs cannot proceed. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Send follow-up questions via email on July 27 covering Mark's multi-tab workaround and Daniel's export formatting issue Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec6OeUk3MXxJr27I https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6OeUk3MXxJr27I NEST:Meeting:rec6OeUk3MXxJr27I:loop5 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 Jul 27, 2026 Topics carried over from the July 22 meeting that were not addressed in today's session. — · 07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence — Crimson IT — — — Roll out interim conditional access policy for four users next week in batches of five Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recLfjjFlVaD0Qjpi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLfjjFlVaD0Qjpi NEST:Meeting:recLfjjFlVaD0Qjpi:loop3 New ▾ High ▾ Jun 5, 2026 Jun 3, 2026 Jun 10, 2026 Interim conditional access policy deployment planned for the week of June 10, 2026. — · 06-03 Meeting: Crimson IT Vision, AI, and Project Updates — Crimson IT — — — Distribute customized Wayfinder facilitator's guide covering Sync vs. Add shortcut, Intune setup, Recycle Bin recovery, and sharing via drag-and-drop Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Wayfinder Plaude Meeting ▾ NEST ▾ recL8V1UvQZ8qjWCz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recL8V1UvQZ8qjWCz NEST:Meeting:recL8V1UvQZ8qjWCz:loop0 New ▾ High ▾ Jun 15, 2026 Jun 15, 2026 Jun 20, 2026 Christi rewrote the facilitator's guide specifically for Wayfinder; distribution is via Julie/Julia — · 06-15 Training: Microsoft Teams/SharePoint Migration and File Management — Wayfinder — — — Confirm finance coverage plan and point of contact for October maternity leave Crimson ▾ Decision Needed ▾ Open ▾ Crimson Team ▾ Finance / Speaker 9 Plaude Meeting ▾ NEST ▾ recpEEPiyRjT475eK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eK NEST:Meeting:recpEEPiyRjT475eK:loop9 New ▾ Medium ▾ Aug 27, 2026 Aug 26, 2026 — Finance lead flagged maternity leave in October; transitions planned with admin but no detailed timeline or named backup confirmed. — · 08-26 Daily Meeting: Cybersecurity, Project Updates, and Training — Crimson IT — — — Conduct walkthrough and transition wireless support for Anderson by end of August Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Vince with Kevin and Gabi Plaude Meeting ▾ NEST ▾ recpEEPiyRjT475eK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recpEEPiyRjT475eK NEST:Meeting:recpEEPiyRjT475eK:loop2 New ▾ Medium ▾ Aug 27, 2026 Aug 26, 2026 Aug 31, 2026 Exact date and resource plan not confirmed; risk around extra devices flagged by AI. — · 08-26 Daily Meeting: Cybersecurity, Project Updates, and Training — Crimson IT — — — Send notes and transcript from the July 22 meeting to the team Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Speaker 2 Plaude Meeting ▾ NEST ▾ rec6OeUk3MXxJr27I https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec6OeUk3MXxJr27I NEST:Meeting:rec6OeUk3MXxJr27I:loop0 New ▾ High ▾ Jul 23, 2026 Jul 23, 2026 Jul 27, 2026 July 22 meeting was not recorded but transcript and notes are available to share. — · 07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence — Crimson IT — — — Add Plaud and OpenAI deployment to RMM; possibly engage Charl for assistance Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Charl Plaude Meeting ▾ NEST ▾ recIyEd6oVMfYYHQW https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recIyEd6oVMfYYHQW NEST:Meeting:recIyEd6oVMfYYHQW:loop3 New ▾ Medium ▾ Jul 21, 2026 Jul 21, 2026 — Plaud and OpenAI have been deployed to client machines; RMM integration is the remaining step and Charl may be needed to assist. — · 07-21 Weekly Meeting: Client Project Updates and Internal Processes — Crimson IT — — — Sign up for ILP classes for any foster youth aged 16 or older in care Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Foster caregivers attending the lecture Plaude Meeting ▾ NEST ▾ recaTJRvQmMVaa0QP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recaTJRvQmMVaa0QP NEST:Meeting:recaTJRvQmMVaa0QP:loop6 New ▾ High ▾ Aug 24, 2026 Aug 24, 2026 — Independent Living Program provides access to significant financial resources for eligible foster youth — · 08-24 Lecture: Foster Care Support for Teenage Parents, Shared Responsibility Plan, Boundaries, Funding and Advocacy — Crimson IT — — — Request and review Sherweb's KBs and links explaining PEC setup and role assignments Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Sherweb Plaude Meeting ▾ NEST ▾ recChIr7XnKuJ1Man https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recChIr7XnKuJ1Man NEST:Meeting:recChIr7XnKuJ1Man:loop2 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Sherweb offered to send documentation to help Crimson understand PEC role requirements before the follow-up session. — · 06-16 会议: Azure PEC Access and Roles - Sherweb Collaboration and Conditional Access Strategy — Crimson IT — — — Pinpoint power users, provide sandboxes, and deliver targeted training to advance AI adoption beyond basic reporting Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal users Plaude Meeting ▾ NEST ▾ recHGtxxQXiacQcbA https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recHGtxxQXiacQcbA NEST:Meeting:recHGtxxQXiacQcbA:loop4 New ▾ High ▾ Aug 11, 2026 Aug 5, 2026 — Adoption has plateaued; Business Central launch is consuming bandwidth, making timing uncertain. — · 08-05 Meeting: AI Industry Developments, Enterprise Strategy, and Adoption — Crimson IT — — — Admin team lead (Vince or delegate) to configure GDAP across managed tenants per approved role matrix with audit logging and change tracking enabled Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Vince Plaude Meeting ▾ NEST ▾ recmFZ8nXXoHPBIWs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWs NEST:Meeting:recmFZ8nXXoHPBIWs:loop5 New ▾ High ▾ Jun 19, 2026 Jun 19, 2026 — Configuration work is blocked on Pete approval and the finalized role matrix from Christi. — · 06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration — Crimson IT — — — Pete to endorse mentorship arrangement and route system-change communication through Christi to prevent unannounced configuration shifts Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Pete Plaude Meeting ▾ NEST ▾ rec9dySlzFSalkMRe https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9dySlzFSalkMRe NEST:Meeting:rec9dySlzFSalkMRe:loop7 New ▾ Medium ▾ Jun 5, 2026 May 20, 2026 — Structural governance norm to stop Ansar-style undocumented changes from breaking boards and access without warning — · 05-20 Governance and Access Fixes for ConnectWise and Thread: Mentorship, Board Visibility, and Controlled Feature Re-enablement — Crimson IT — — — Olivia to document the top 5 L1 tasks currently blocked by Sinha and required execution paths via GDAP plus PowerShell or on-prem Sinha Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Olivia Plaude Meeting ▾ NEST ▾ recmFZ8nXXoHPBIWs https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recmFZ8nXXoHPBIWs NEST:Meeting:recmFZ8nXXoHPBIWs:loop7 New ▾ High ▾ Jun 19, 2026 Jun 19, 2026 — Identified blockers include PST creation, scripts, and mailbox access; documentation will ensure GDAP role matrix and training address real operational needs and do not recreate bottlenecks. — · 06-19 Reasoning Note: Implementing GDAP and Enforcing Change Management to Address Operational Risks in Microsoft Administration — Crimson IT — — — Provide Active Track quote to Belay and obtain approval to initiate deployment Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Belay Plaude Meeting ▾ NEST ▾ recDB005EodTUlojZ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDB005EodTUlojZ NEST:Meeting:recDB005EodTUlojZ:loop0 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 Jul 25, 2026 Speaker 1 requested the Active Track quote so the team can begin deployment; this is the blocking step before the silent RMM install can proceed. — · 07-24 Meeting: Insider Threat Response at Belay — Crimson IT — — — Sergio to update payment information on the OpenAI account at pay.openai.com Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Sergio Plaude Meeting ▾ NEST ▾ recAeDV4y8NTGcegQ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recAeDV4y8NTGcegQ NEST:Meeting:recAeDV4y8NTGcegQ:loop0 New ▾ High ▾ Jul 21, 2026 Jul 21, 2026 Jul 21, 2026 OpenAI Team plan failed to renew due to a payment issue. Christi made Sergio an owner of the account to facilitate the fix. — · 07-21 Meeting: OpenAI Payment, Copilot Status, and AI Training — Crimson IT — — — Coordinate with April and Monty to prepare and implement litigation hold and E5 license upgrade for Kelsey Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Katie Plaude Meeting ▾ NEST ▾ reciYGOpnoUU2FjZp https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reciYGOpnoUU2FjZp NEST:Meeting:reciYGOpnoUU2FjZp:loop2 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 — Christi to loop in April and Monty for implementation execution once approval is received. — · 07-24 Employee Data Monitoring and Security Consultation — Crimson IT — — — Enable Copilot licenses for the five meeting attendees and Jodi Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recNdFyS6wgrYzNTc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recNdFyS6wgrYzNTc NEST:Meeting:recNdFyS6wgrYzNTc:loop2 New ▾ High ▾ Aug 5, 2026 Aug 5, 2026 Aug 6, 2026 Group agreed on a pilot of six users; activation triggers a Microsoft Welcome to Copilot email and auto-installs the Copilot app. — · 08-05 Meeting: AI Policy and Copilot Rollout — Crimson IT — — — SCHARP TPX vs Peerless telecom cost analysis - overlaps current telephony work SCHARP ▾ Follow-Up ▾ Hold ▾ Christi ▾ — Ticket ▾ — ▾ — — — — ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — CW ticket 937083 closed 7/28/2026 after 79 days idle with 2.1 hours logged. The telecom vendor cost comparison never progressed.
Worth reviving deliberately rather than by accident: it overlaps the AbilityFirst telephony platform evaluation and line rationalization running now, and the same analysis method (billed lines cross-referenced against actual call detail) transfers directly to SCHARP. Source: closed CW ticket 937083. Method proven on AF 7/28 - 288 of 418 billed lines found dead. · — — SCHARP — — — Assign responsible party and installation date for Starlink at camp Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Client / Crimson Team Plaude Meeting ▾ NEST ▾ recSCQt4n6V5H5VOG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSCQt4n6V5H5VOG NEST:Meeting:recSCQt4n6V5H5VOG:loop11 New ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — Starlink reportedly arrived 2026-07-27 but is not yet installed or connected; plan to remove secondary circuits after Starlink is operational; no assigned installer or date yet. — · 07-28 Meeting: Telephony Platform Decision, PSTN Strategy, and Camp Connectivity (Starlink, SD‑WAN, Meraki) — Crimson IT — — — Send AI policy for signatures after Kotsen AI training completion and establish AI selection decision deadline Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Kotsen Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop6 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Training started 2026-05-19 covering both Copilot and Claude; client has not yet chosen their AI; team feedback to be gathered — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Outline a game plan for Thursday on-site activities including switch assistance, speaker placement, and AP swaps Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop14 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 Jun 4, 2026 Technician will be on-site all day Thursday to cover sound system setup, switch work, and AP swaps with Alex. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Validate project details and input into ConnectWise Alere ▾ Commitment ▾ Open ▾ Crimson Team ▾ Internal Plaude Meeting ▾ NEST ▾ recUG4tH7Dzlmyel8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8 NEST:Meeting:recUG4tH7Dzlmyel8:loop3 New ▾ High ▾ Jun 5, 2026 May 21, 2026 May 23, 2026 Project setup in ConnectWise required before Phase 1 activities commence. — · 05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment — Alere — — — Class Netflix, Disney, and Peacock under Lauren Selfrank and route Network Solutions website charges to Marketing Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Susanna Plaude Meeting ▾ NEST ▾ rec144SefljpgLjzF https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec144SefljpgLjzF NEST:Meeting:rec144SefljpgLjzF:loop7 New ▾ High ▾ Aug 12, 2026 Aug 11, 2026 Aug 12, 2026 Susanna confirmed these class assignments for entertainment subscriptions and Network Solutions recurring charges. — · 08-11 Meeting: Concur Expense Report Cleanup, Missing Receipts Access, Amazon/Program Allocations, Department/Class Charging, Itemization Workflow, Concur Billing via Salesforce, Scheduling Support — Crimson IT — — — Schedule and conduct guided LastPass setup sessions (~30 min each) for each ELT member within two weeks AbilityFirst ▾ Commitment ▾ Open ▾ Crimson Team ▾ AbilityFirst ELT Plaude Meeting ▾ NEST ▾ recftHYXSc5MProM7 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recftHYXSc5MProM7 NEST:Meeting:recftHYXSc5MProM7:loop1 New ▾ High ▾ Aug 19, 2026 Aug 18, 2026 Sep 1, 2026 Sergio requested hands-on guided sessions so leadership can speak to LastPass from personal experience before introducing it to staff. Delegated to Monti to initiate while Christi is out. — · 08-18 Meeting: LastPass Organizational Setup, Licensing Quote (25 Users), Budget for Security Keys and Benefits — Ability First — — — Define development timeline, milestones, and rollout plan for the AbilityFirst BOS AbilityFirst ▾ Decision Needed ▾ Open ▾ Christi ▾ AbilityFirst Plaude Meeting ▾ NEST ▾ recnGmvrI2JvGuX7r https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recnGmvrI2JvGuX7r NEST:Meeting:recnGmvrI2JvGuX7r:loop1 New ▾ Medium ▾ Jun 6, 2026 May 27, 2026 — Custom BOS inspired by C-BOSS concept, to be built on Azure free tier; no concrete timeline or milestones established in this meeting. — · 05-27 Weekly Meeting: BOS Development, IT Survey, and Believe First Engagement — Ability First — — — Provide a step-by-step fix plan and confirm resolution with test sends to Barracuda and Gmail inboxes without allow lists Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Anzors Security Team Plaude Meeting ▾ NEST ▾ recXENau845ZgniAu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXENau845ZgniAu NEST:Meeting:recXENau845ZgniAu:loop3 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 — Remediation must be validated by inbox delivery tests to Barracuda and Gmail, not by relying on allow list workarounds — · 06-01 Email Deliverability Failure Due to DMARC Authentication Misconfiguration — Crimson IT — — — Arc Capital Dropbox-to-SharePoint migration to be executed in next two to three weeks Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Arc Capital Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop11 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jul 3, 2026 Migration planned within two to three weeks of June 17, 2026 — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Confirm whether Copilot is compatible with Google Slides via the Google Workspace connector Crimson ▾ Question ▾ Open ▾ Christi ▾ Cotsen Plaude Meeting ▾ NEST ▾ recD0jScwiu2pZjIY https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recD0jScwiu2pZjIY NEST:Meeting:recD0jScwiu2pZjIY:loop5 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 — Compatibility with Google Docs and Calendar via connector was confirmed during training, but Google Slides compatibility was flagged as unconfirmed. — · 05-21 Lecture: AI Training on Microsoft Copilot and Claude — Cotsen Foundation — — — Scope migration effort in hours across prep, cutover, and cleanup for Erin, Gaston, Robert, and additional resources SCHARP ▾ Commitment ▾ Open ▾ Crimson Team ▾ SCHARP Plaude Meeting ▾ NEST ▾ recR8RRlrpvAsdnHK https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recR8RRlrpvAsdnHK NEST:Meeting:recR8RRlrpvAsdnHK:loop2 New ▾ High ▾ Jun 16, 2026 Jun 16, 2026 — Pete flagged end-of-September target as likely unrealistic for 300 mailboxes; detailed hour estimate needed to validate timeline and support quote. — · 06-16 Weekly Meeting: SCHARP Google-to-Microsoft Migration Scope and Billing — SCHARP — — — Determine minimal Copilot rule set for Casey (high-touch senders, time-bound projects, avoid overfitting) and document criteria Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Casey Plaude Meeting ▾ NEST ▾ recbNTVinRg9a64hu https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recbNTVinRg9a64hu NEST:Meeting:recbNTVinRg9a64hu:loop3 New ▾ High ▾ Jun 18, 2026 Jun 18, 2026 — Brett to identify fewest highest-confidence Copilot high and low priority rules, covering key senders and time-bound projects like pending closings, with clean removal process post-event. — · 06-18 Meeting Notes: Hybrid Outlook Copilot and Claude Automation for Email Prioritization, Follow-Ups, and Calendar Guardrails — Crimson IT — — — Carney Properties project on pause pending client system selection; earliest resume June 15 2026 Crimson ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Carney Properties Plaude Meeting ▾ NEST ▾ rec1aLHcveBOe8ReS https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec1aLHcveBOe8ReS NEST:Meeting:rec1aLHcveBOe8ReS:loop12 New ▾ High ▾ Jun 5, 2026 May 19, 2026 Jun 15, 2026 Training set for late June; client has not yet chosen which system they want — · 05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts — Crimson IT — — — Christi to send introduction email for Mike Suma as escalation POC during her vacation week of June 8 SCHARP ▾ Commitment ▾ Open ▾ Christi ▾ SCHARP / Basma contacts Plaude Meeting ▾ NEST ▾ recojbtlTTnzr8Zvy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recojbtlTTnzr8Zvy NEST:Meeting:recojbtlTTnzr8Zvy:loop7 New ▾ High ▾ Jun 6, 2026 Jun 1, 2026 Jun 6, 2026 Christi out the week of June 8, 2026. Mike Suma is the account manager covering escalations during absence. — · 06-01 会议: Access, MFA Rollout, IT Ticket Metrics, Training, Box Migration, Power BI Licensing — SCHARP — — — Complete migration of remaining approximately 20 users from LogMeIn to RMM for Scharp Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Scharp Plaude Meeting ▾ NEST ▾ recUZoiJnxOPXQiJm https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUZoiJnxOPXQiJm NEST:Meeting:recUZoiJnxOPXQiJm:loop4 New ▾ Medium ▾ Jul 28, 2026 Jul 28, 2026 — Robert paused Scharp computer upgrades to prioritize LogMeIn to RMM migration; 20-30 users migrated with roughly 20 remaining and no deadline set. — · 07-28 Meeting: ISP Discounts, Client Project Status, Alere Training Schedule, and RMM Migration — Crimson IT — — — Decide whether to schedule a separate dedicated Copilot training session for the Alere executive team Alere ▾ Decision Needed ▾ Open ▾ Counterparty ▾ Giancarlo Foppiano Plaude Meeting ▾ NEST ▾ recUG4tH7Dzlmyel8 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUG4tH7Dzlmyel8 NEST:Meeting:recUG4tH7Dzlmyel8:loop9 New ▾ Medium ▾ Jun 5, 2026 May 21, 2026 Jun 5, 2026 Separate executive session was discussed but not confirmed; decision needed before Phase 3 training planning. — · 05-21 Meeting: Microsoft 365 Copilot Readiness and Deployment — Alere — — — Share all call details with Keelan Clark to escalate pricing adjustment request and potential credits internally Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Keelan Clark Plaude Meeting ▾ NEST ▾ recXld4wyvZWM89QO https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recXld4wyvZWM89QO NEST:Meeting:recXld4wyvZWM89QO:loop0 New ▾ High ▾ Aug 28, 2026 Aug 28, 2026 Aug 31, 2026 Christi (covering for Keelan) must brief Keelan Clark upon his return Monday August 31 with full call context so he can act immediately on the pricing and credit request — · 08-28 Consultation: Eldridge Aker Partners Pricing Issue for CloudAlly Box Backup — Crimson IT — — — Create AI agents for Gaston, Bogdan, and Sean Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Crimson Team Plaude Meeting ▾ NEST ▾ recloi2BmwRQlO0Wi https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recloi2BmwRQlO0Wi NEST:Meeting:recloi2BmwRQlO0Wi:loop1 New ▾ High ▾ Jun 6, 2026 May 18, 2026 — Agents named after team members have been a pattern; these three were identified as needing agents built. — · 05-18 Weekly Meeting: AI Training and Client Report Generation — Crimson IT — — — Send meeting invites for open cloud training classes week of August 17 Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ rec8nDr78afGqY5F5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8nDr78afGqY5F5 NEST:Meeting:rec8nDr78afGqY5F5:loop1 New ▾ High ▾ Aug 12, 2026 Aug 12, 2026 Aug 17, 2026 Christi is offering open cloud training classes next week as a preview of planned staff training. — · 08-12 Consultation: Microsoft Copilot and Claude AI Rollout — Crimson IT — — — Share drafted project quoting and estimating workflow with leadership for review and validation Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Leadership Team Plaude Meeting ▾ NEST ▾ recTW8iL4t7kIdNQN https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recTW8iL4t7kIdNQN NEST:Meeting:recTW8iL4t7kIdNQN:loop4 New ▾ High ▾ Jun 5, 2026 May 19, 2026 — Jason's rock on project estimating coding process is in progress; a draft workflow is to be circulated to leadership. — · 05-19 Weekly Meeting: Personnel, Project Updates, and Operational Metrics — Crimson IT — — — Pilot UBI PSA sync with one client/site and validate agreement additions before broad rollout. Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ ConnectWise Plaude Meeting ▾ NEST ▾ recidKvIThjeSbArB https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recidKvIThjeSbArB NEST:Meeting:recidKvIThjeSbArB:loop0 New ▾ High ▾ Jun 5, 2026 May 27, 2026 — Recommendation from session: start with a single client/site to confirm additions sync correctly prior to enabling automated sync globally. — · 05-27 Meeting: UBI vs. Legacy RMM-PSA Integration, Product Mapping, and PSA Sync Strategy — Crimson IT — — — Christi to obtain required information and invoices from NetworkSolutions once requirements are clarified Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Sergio Plaude Meeting ▾ NEST ▾ rec8E6rx1lwsnG39o https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec8E6rx1lwsnG39o NEST:Meeting:rec8E6rx1lwsnG39o:loop2 New ▾ Medium ▾ Jul 21, 2026 Jul 21, 2026 — Blocked pending Sergio specifying what information is needed from NetworkSolutions. — · 07-21 Meeting: Invoice and Billing Process Review — Crimson IT — — — All staff to ensure time entries are correct before PS billing starts August 3, 2026 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Finance / Invoicing Plaude Meeting ▾ NEST ▾ recDvvBYv6DAUiiEv https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDvvBYv6DAUiiEv NEST:Meeting:recDvvBYv6DAUiiEv:loop4 New ▾ High ▾ Jul 29, 2026 Jul 29, 2026 Aug 3, 2026 Incorrect entries will cause billing delays when PS billing launches Monday August 3. — · 07-29 Weekly Meeting: Cybersecurity Rollout, Training Compliance, Billing Deadlines, and AI Tool Usage — Crimson IT — — — Confirm Angel's on-site visit for Friday and share specific focus areas to prioritize Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Angel Plaude Meeting ▾ NEST ▾ recdPP5kDzgzl3i90 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recdPP5kDzgzl3i90 NEST:Meeting:recdPP5kDzgzl3i90:loop13 New ▾ High ▾ Jun 5, 2026 Jun 1, 2026 Jun 5, 2026 Angel plans to travel Friday but has constraints including vacation the following week and a daughter's graduation on Wednesday. — · 06-01 Weekly Meeting: Network Hardware and Infrastructure Planning — Crimson IT — — — Anderson to deploy Cloud this evening Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Anderson Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop12 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jun 17, 2026 Help desk deployment scheduled for evening of June 17, 2026 — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Maintain litigation hold for all Belay users throughout the investigation Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Belay Plaude Meeting ▾ NEST ▾ recDB005EodTUlojZ https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recDB005EodTUlojZ NEST:Meeting:recDB005EodTUlojZ:loop3 New ▾ High ▾ Jul 24, 2026 Jul 24, 2026 — A company-wide litigation hold has been enabled as part of the insider threat response; it must remain active ongoing. — · 07-24 Meeting: Insider Threat Response at Belay — Crimson IT — — — Host Part 2 advanced Copilot prompting session on Thursday August 13 2026 Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Training attendees Plaude Meeting ▾ NEST ▾ recauMpcJ8CK2VVw1 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recauMpcJ8CK2VVw1 NEST:Meeting:recauMpcJ8CK2VVw1:loop1 New ▾ High ▾ Aug 11, 2026 Aug 11, 2026 Aug 13, 2026 Module 2 covers advanced prompting and deeper Copilot capabilities; already scheduled for 2026-08-13. — · 08-11 Lecture: Microsoft 365 Copilot Training — Safe Usage, Outlook/Word/Excel/PowerPoint, Prompting, and Privacy — Crimson IT — — — Confirm a tracking list mapping each AP to its intended switch and port to avoid mismatches Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Gabby Plaude Meeting ▾ NEST ▾ rechpI09UmOkwEy3G https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rechpI09UmOkwEy3G NEST:Meeting:rechpI09UmOkwEy3G:loop5 New ▾ Medium ▾ Jun 5, 2026 May 28, 2026 — AI flagged risk of port mismatches across 31 APs; no owner or deadline was assigned in the meeting. — · 05-28 Weekly Meeting: Project Inventory and Wireless Deployment — Crimson IT — — — Plan and schedule advanced Excel training for June or July AbilityFirst ▾ Decision Needed ▾ Open ▾ Christi ▾ AbilityFirst Staff Plaude Meeting ▾ NEST ▾ recYrCeTFw9e6NEEy https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recYrCeTFw9e6NEEy NEST:Meeting:recYrCeTFw9e6NEEy:loop2 New ▾ Medium ▾ Jun 5, 2026 May 19, 2026 — Advanced Excel course referenced as a follow-on to the foundational training; specific date and content not yet finalized. — · 05-19 Training: Microsoft Excel and Microsoft 365 File Management for AbilityFirst Staff (HIPAA-Compliant Collaboration) — Ability First — — — Provide screenshot of missing Concur entries and email to appropriate recipient Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Speaker 3 Plaude Meeting ▾ NEST ▾ rec9VJ2CyNOISM0kP https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec9VJ2CyNOISM0kP NEST:Meeting:rec9VJ2CyNOISM0kP:loop3 New ▾ Medium ▾ Jul 23, 2026 Jul 23, 2026 — Action item surfaced during session; recipient and context not fully specified in summary — · 07-23 AI Tools Training: Copilot, Claude, and Plaud — Crimson IT — — — Change C-Bus Content Security Policy from log-only mode to block mode Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Anzor Plaude Meeting ▾ NEST ▾ recg2xpfFnMIRmxbG https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recg2xpfFnMIRmxbG NEST:Meeting:recg2xpfFnMIRmxbG:loop9 New ▾ High ▾ Jun 5, 2026 May 21, 2026 May 30, 2026 CSP currently set to log but not block, leaving a potential vulnerability if an injection vector is introduced. Anzor committed to handling this. — · 05-21 Weekly Meeting: Security Remediation Plan and Product Decommissioning — Crimson IT — — — Follow up with phishing victim customer who shared personal credentials Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Affected client Plaude Meeting ▾ NEST ▾ recUd7YgZ6lDahPsc https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recUd7YgZ6lDahPsc NEST:Meeting:recUd7YgZ6lDahPsc:loop8 New ▾ Medium ▾ Jun 17, 2026 Jun 17, 2026 — Customer fell for phishing attack and disclosed credentials; no specific remediation steps outlined beyond general training reminders — · 06-17 Weekly Meeting: All-Hands Updates, Cybersecurity, and AI Training — Crimson IT — — — Prepare infrastructure replacement roadmap for switches and firewalls ahead of April 2027 Meraki control change Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ recSQLOUvcdRCssgl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recSQLOUvcdRCssgl NEST:Meeting:recSQLOUvcdRCssgl:loop10 New ▾ High ▾ Jun 18, 2026 Jun 16, 2026 Aug 1, 2026 Peerless cannot move until 2027 and Meraki devices remain outside control until April 2027; budgeting is in place to replace switches and firewalls across sites before that date. — · 06-16 Meeting: Phishing Incident Response and Security Stack Migration — Crimson IT — — — Get Base44 project invitation resent or access repaired so Christi can inspect the exported project Crimson ▾ Follow-Up ▾ Open ▾ Counterparty ▾ Base44 project owner / client contact Plaude Meeting ▾ NEST ▾ recCcfh6qzAoSW169 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recCcfh6qzAoSW169 NEST:Meeting:recCcfh6qzAoSW169:loop0 New ▾ High ▾ Jun 18, 2026 Jun 17, 2026 — Christi received an invitation that now returns Invitation not found, likely due to account collision between her personal and work Base44 accounts; access must be restored before any technical review can proceed — · 06-17 Base44 Project Review Blocked by Access Control; Focus Shifts to Architecture and Integration Strategy — Crimson IT — — — Confirm training dates for two sessions on Thursday and Friday at kickoff Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Client Plaude Meeting ▾ NEST ▾ rec3cqNF6Lq2sPTCl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTCl NEST:Meeting:rec3cqNF6Lq2sPTCl:loop6 New ▾ Medium ▾ Jun 17, 2026 Jun 17, 2026 Jul 1, 2026 Training to cover account access, basic usage, token usage, limits, and cost awareness; reference guides will be tailored to usage. — · 06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training — Crimson IT — — — Complete seed migration, confirm data integrity, and restrict access during seeding with communicated timeline Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Wayfinder Plaude Meeting ▾ NEST ▾ recL8V1UvQZ8qjWCz https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recL8V1UvQZ8qjWCz NEST:Meeting:recL8V1UvQZ8qjWCz:loop2 New ▾ High ▾ Jun 15, 2026 Jun 15, 2026 Jun 30, 2026 Data migration began around June 12, 2026; target is old file server becoming read-only by June 30, 2026 — · 06-15 Training: Microsoft Teams/SharePoint Migration and File Management — Wayfinder — — — Align on formal kickoff date in early July 2026 once user list and connector list are received Crimson ▾ Decision Needed ▾ Open ▾ Christi ▾ Client Plaude Meeting ▾ NEST ▾ rec3cqNF6Lq2sPTCl https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/rec3cqNF6Lq2sPTCl NEST:Meeting:rec3cqNF6Lq2sPTCl:loop5 New ▾ High ▾ Jun 17, 2026 Jun 17, 2026 Jul 1, 2026 Crimson availability is tight for two weeks; kickoff tentatively set for early July 2026 pending inputs. — · 06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training — Crimson IT — — — Draft AI policy for SCHARP modeled after Ability First policy SCHARP ▾ Commitment ▾ Open ▾ Christi ▾ SCHARP Plaude Meeting ▾ NEST ▾ recjs1c7LuV45nonR https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recjs1c7LuV45nonR NEST:Meeting:recjs1c7LuV45nonR:loop2 New ▾ High ▾ Aug 31, 2026 Aug 31, 2026 — Policy to include HIPAA safeguard prohibiting client data entry into AI tools, restrict use to leadership-approved tools, and educate staff on AI limitations including fact-checking. — · 08-31 Meeting: AI Policy Formalization, Project Closures, and Google-to-Microsoft Migration Plan — SCHARP — — — Prune six orphaned Windows Hello registrations on April Stover's account AbilityFirst ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ April Stover Ticket ▾ — ▾ — — — — ▾ Low ▾ Jul 28, 2026 Jul 28, 2026 — Her account carries eight Windows Hello for Business registrations but only two map to existing device objects (P14s-136 and T14-136). The other six are orphans with creation dates running back to 2022 and no device behind them. Harmless but noisy - cleanup candidates. Low priority hygiene. Source: CW ticket 962545. · — — Ability First — — — Send meeting summary and proposed sensitivity labels to the team Crimson ▾ Commitment ▾ Open ▾ Crimson Team ▾ Project team Plaude Meeting ▾ NEST ▾ recLYNISvaG7ky8N5 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recLYNISvaG7ky8N5 NEST:Meeting:recLYNISvaG7ky8N5:loop0 New ▾ High ▾ Jun 5, 2026 Jun 4, 2026 Jun 4, 2026 Speaker 3 is responsible for distributing the summary and label proposal on June 4, 2026. — · 06-04 Weekly Meeting: Copilot Sensitivity Labels, Project Schedule, Pilot Training — Crimson IT — — — Confirm Copilot access has been granted to AI committee members within 24 hours of request Crimson ▾ Follow-Up ▾ Open ▾ Crimson Team ▾ Microsoft Plaude Meeting ▾ NEST ▾ recfGZgEx1qIWf7R3 https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recfGZgEx1qIWf7R3 NEST:Meeting:recfGZgEx1qIWf7R3:loop1 New ▾ High ▾ Aug 12, 2026 Aug 10, 2026 Aug 11, 2026 Request was sent to Crimson Team the prior week; Microsoft will email AI committee members once access is activated. — · 08-10 Meeting: AI Training Sessions, Tool Access, and Rollout Strategy — Crimson IT — — — Jessica to provide roster of 21 students with confirmed headcount and attach required consent and waiver forms Crimson ▾ Commitment ▾ Open ▾ Counterparty ▾ Jessica Plaude Meeting ▾ NEST ▾ reckeKueWACH0akbq https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/reckeKueWACH0akbq NEST:Meeting:reckeKueWACH0akbq:loop4 New ▾ Medium ▾ Jun 6, 2026 May 26, 2026 — Headcount of 21 students referenced but no roster, consent forms, or waiver documentation has been submitted. — · 05-26 Consolidating a Student Trip Plan: Eliminating Ambiguity and Establishing a Single Source of Truth — Crimson IT — — — Re-record Copilot Modules 2-4 and deliver files to Stephanie Crimson ▾ Commitment ▾ Open ▾ Christi ▾ Stephanie Plaude Meeting ▾ NEST ▾ recZpSrtRv4MOh7JE https://airtable.com/appYVXneddw1eKZEu/tblXvY6gHVF0cIbPl/recZpSrtRv4MOh7JE NEST:Meeting:recZpSrtRv4MOh7JE:loop0 New ▾ High ▾ Aug 25, 2026 Aug 24, 2026 Aug 28, 2026 Christi committed to completing Copilot Modules 2-4 this week despite PTO Friday, college drop-off, and dentist appointment constraints. — · 08-24 Training Strategy Pivot from Live Sessions to Asynchronous Modules Due to No Client Attendance — Crimson IT — — —