Name▾	Notes▾	Date▾	Transcript▾	Meeting Attachment▾	OnedDrive Link▾	Processing Status▾	Open Loops▾	Brain Mined▾	Meeting Type▾	Client▾	Time Logged▾	CW Note▾	File Path▾	Created At▾ƒ	Digest Sent▾
08-12 Consultation: Microsoft Copilot and Claude AI Rollout	**Client identified from CONTENT + calendar, not title.** Transcript names no company; Outlook 8/12 09:00-09:30 shows 'Claude Team setup for Klapach & Klapach' (Tali Klapach, Julia Kronfli, Vincent Kao). Transcript references 'Vince' and heavy client-data/PII concern consistent with a law firm. CW company 19903 Klapach & Klapach, P.C. Claude / M365 Copilot rollout kickoff. Covered: pilot spin-up within ~1 week with org-wide rollout + training in September; access model and approval ownership (currently the client contact); connectors and document scope (firm handles significant client data, so scoping is a gating item); PII handling and platform stopgaps; written confirmation that model training is disabled, with setup screenshots and self-verification instructions; permission inheritance from M365; AI use policy to be drafted from sample templates for staff signature; workflow/automation candidates; account hygiene (personal AI accounts under firm email will surface at cutover); adoption vs deployment and later license right-sizing; trust/governance, data handling and retention. Use cases confirmed: document review for consistency/QC, annual review automation (needs additional setup), template population. Action items (Crimson): send the rollout deck; send post-meeting notes; provide sample AI use policies; research a third-party platform the client raised; send invites to the upcoming open AI training sessions. FLAG: Klapach & Klapach has no row in the NEST Clients table and had no client folder - folder created this run at '3 - Clients and Projects\Klapach & Klapach'. Needs a Clients row + CLAUDE.md.	Aug 12, 2026	Speaker 1 00:00:58 Good morning. Good. Speaker 2 00:01:18 Morning. Bear with me, I am in an alternate office today, so. Speaker 2 00:01:55 Um, I will tell you. Oh, sorry. Speaker 2 00:02:16 Oh, You're welcome. I totally, I love your team because everybody that I've ever worked with on it. Man, can you believe it's been almost five years that I've worked with you guys at Crimson? Yeah, so this next month is my five year anniversary. Yeah. No, I am not. Yeah, I did put, i have a standard PowerPoint presentation that I go over with everybody that we do this with, and so we've done quite a few cloud. Speaker 2 00:02:59 Integrations and rollouts, and we've done quite a few Microsoft Copilot. So it is very doable for your team. I'm going to walk you through what we're going to cover. But just a heads up, I know you want to take through, go through and do a lot of testing and things like that, Which is one hundred percent appreciated, because easily for me to spin it up for you. So you can pilot test. I can get this done by mid next week just for you. Now rolling it out to your entire organization and doing the training and everything that takes a little bit longer. And if you're going to test it the first month, It's actually perfect for me because then I can get you in in September for actually rolling it out to the rest of your staff. So it's actually ideal for you. Another thing is I think next week I am going to be doing some open cloud classes. Speaker 2 00:03:58 For different clients that want to learn a little bit more about Claude, and it's going to go through basics and a little bit more, um, a little bit more higher end. So it's going to be broken up over two days. I'll send you uh the meeting invites for that so that you can join. Uh It is going to be pretty generic just because you know, I can't really I've got multiple different types of clients. I can't really uh do something that's geared just for your team, But, it will give you an idea of what training will look like for your staff when we start rolling that out. September. So Yeah. Speaker 2 00:05:42 Yeah. Absolutely. And I think I think you're going to learn how to do that, especially in the second class, um which I believe is on Friday of next week. Um we'll be taking it through like how do I how do I build out documentation using Copilot? And have it do a lot of the work for me. And what we'll do is we'll show you how to get 70 % there with AI, And the last 30, %, of course, is going to be for you because you're human, you got to put in your human judgment. AI is great, but AI is just AI. So, but yeah, we'll go through all of that. What, we're going to cover with you guys during this entire rollout is we're going to look at the access model and like who can access what. Speaker 2 00:06:25 And who approves what, which at this moment's basically going to be you. So we'll bring in what connectors look like, How you can get it to connect to different apps and pull information and things like that. And then what we'll look at as well is what documentation is it going to look for and actually read, which I know is pretty important to you guys. You guys handle a lot of client data. So, taking a look and see, okay, what is it going to access and what is it going to do? That's something we're going to need to cover with you guys just to make sure that, hey, this can't be shared with all employees, or this can be shared with employees, but it needs to stop here. One really good thing about it is. PII is really well covered with AI, where it does not pull it. So that's something for you to be a little bit happy about. Speaker 2 00:07:16 And understand, because that's always been a huge question. I get from clients is what information, oh uh, personal identifying information. So social security numbers, things like that. Yeah. So uh AI Claude. And uh, a few of the other larger name AI systems have been trained not to touch PII. Speaker 2 00:07:47 So, And you can we can put in those stopgaps for you and help you do it for the future. Yeah. Speaker 1 00:08:06 Yes. Mhm. Speaker 2 00:08:47 Yes. Absolutely. What I'm going to provide to you is it will cover what AI's position is on that and how we turn it off, including screenshots of when we originally set it up. And, the only people that will be able to change it after that is you or Crimson. And I'll give you all that information, Plus I'll show you how to access it at any time so that you can look and see and make sure that it is turned off at all times. Speaker 1 00:09:26 Yes. And. Speaker 2 00:09:45 That's part of our process for setting up. It's actually number six on here. So we'll we'll name the owners, we'll set the pilot start date. Words are hard today. And, then we'll talk about the AI use policy and getting that rolled out for her staff to sign. You're welcome. I will also get I. What we'll do with the AI policy is I'll get you over um the some sample policies. And then you can take a look at the wording, and we can update it according to what you look at and what you need. Speaker 2 00:10:18 I have clients that change the language all the time on that, just to make sure it covers what their organization needs. So you'll be able to help write that policy for your staff. So yeah, Within that, we'll also we'll look at workflows and how people can automate certain jobs and certain work. So we'll go over that with you. You'll learn a lot more about that in the beginning. And then you can pick and choose, you know, what is allowed to be covered with workflows, what teams can do to do automation and things like that. And then when you're ready, We'll set up the pilot plan for your staff on how we're going to what that timeline is going to look at. Besides what you're going to do. And then we'll look at account hygiene. And so what we'll do is we'll uh We've already identified personal cloud accounts under your email address. Speaker 2 00:11:16 Um, but what we'll do is when we flip that switch, It'll bring to the surface. Anyone who might have signed up for a cloud account with their with their cloud email. So, Um and just a heads up and I do I do say this for all my clients. Uh deployment does not mean adoption. Uh, we we have clients see all the time that will deploy something out like Cloud or Copilot. And some of the staff won't adopt it. And so you will be able to see who's adopting it and who's not, And then we can back off licenses and save you a little bit money if they're choosing not to. Um, sorry. It's okay. No worries. So we'll deploy it for you, um but uh adoption by all your users doesn't always happen. Uh. So some people might be a little scared or timid of AI, even after all the training that they may not. Speaker 2 00:12:15 May not use it. So just want you to be aware of that. Yes. Correct. Yeah. Yes. Speaker 1 00:12:32 Yes. Yeah. Speaker 2 00:12:58 Correct. Yes. Um, and I do put this in there because um, went as for the last couple of years that we started deploying it with. Clients, we do learn the skills very widely, and we'll help close that gap on these skills that your staff needs. So we'll help with training and things like that. And, we do see that there's going to be a lot of questions about AI. So depending on how you roll it out, I'm going to not go over and dwell on this because we do have limited time, but I just wanted to make you aware of it. I'm going to send you this presentation after the meeting. So you have a copy. Yeah. Speaker 2 00:13:36 So just to save on time, What we'll do is we'll work with you on what's going to look like for your organization to have Claude. Um and then we'll onboard it, and we'll scale according to who uses it and who doesn't. And we'll help you guys uh drive value for the organization. So, we'll help with as much as you need. Um and what we'll try to do is is help staff feel a lot more comfortable about using it. And help try to because there is a lot of fear surrounding AI, we'll try to help mitigate those fears as well and explain things through. Um, I'm going to skip through some of this. Um, I want to talk about trust and governance because that's a lot of questions which you have already asked. Um, data handling this is part of us creating the AI policy. Um so we'll we'll get uh we'll get in writing and. Speaker 2 00:14:29 Both to and from is what is being sent, what is being stored, and how long is it done within AI. We'll need to talk with you on what is acceptable for your staff to use AI for and what is it not. And then also we'll talk about access control, How permissions of what people access within cloud of your data because it does connect back to Microsoft. Permissions follow people so Let's say if Vince is a part of your organization, but he doesn't have access to finance data or HR data, he will never see that within Claude. It's a safeguard that Claude puts in place. And so anything that Vince doesn't have permission to see, He will never see it unless there is a file somewhere hidden in your organization that he does have access to, but he never knew he had access to. Which we have found. We have clients who have found employee data. Speaker 2 00:15:26 In public places that they didn't even realize was there. So just just a heads up. Um and then we'll talk about human oversight with your staff. We'll give clear rules for how they're supposed to review the output before it goes anywhere. Because, as you said, AI is not perfect. It does fail pretty consistently. So we'll talk about how to mitigate that. Yes. Speaker 1 00:15:58 Yes. Yes. Speaker 2 00:16:18 Not a problem. So we'll go over Copilot, I'll walk you through it. I'm I'm actually in my personal OneDrive and I have an agreement that my personal account um I use. But let me go into Claude. Real quick. Speaker 1 00:16:37 Yes. Yes. Speaker 2 00:16:52 Yes, and I'm going to show you real quick how to do that. Let me log into one of the closed systems just so that you can see. I rebooted my computer this morning, so I have to re-log in. Gotta wait for my. It does it take it's really quick. So, Um so in a closed system and I'm, just going to use one that I have access to actively. This is exactly what yours is going to look like. So from the back end, once I get in, you're going to see access to all the system. You'll get access to the organizational settings. So it'll pop up. It might pop up with some new news and that happens from here. I'm going to take you into organizational settings so that you can see different pieces. But once we're in here, they're okay with me showing you their tenancy. Speaker 2 00:17:47 So just a heads up, I have agreement with them that I can share this with any client. So in here, what we'll do is we'll set up your domain and your authentication. Members are added. And again, We said what we had told you guys is minimum of five users that can log in and access here is granted primary owner owner. So just imagine Michonne as you and then any of our standard users. There are tiers based on what they need to use and how much they need to use it. Everybody here is going to be standard, which is $25 a month. If anybody requires a higher level, which means they're using it constantly, that's a different cost and we'll go over that in the future. We won't go over it now. Speaker 2 00:18:42 This needs to be set up, and I'm going to do that. I'll have that ready probably for you by Wednesday. It's pretty quick to do that, to do the setup. It does take once we get it started, It takes about six total hours on average, because we have to do a bunch of connections and things like that. But we can have it done by Wednesday. Yes. Speaker 2 00:19:07 And I will provide an email, and I will provide some how tos for you as well. Speaker 2 00:19:27 Could We do. Could we do that Friday only because the nineteenth and twentieth? I am out, I am taking my daughter. To college, she's moving in. Speaker 1 00:19:46 Perfect. Yes. Speaker 2 00:19:59 Uh, the twenty fourth. Speaker 2 00:20:03 Is going to be pretty hairy, but I think that Tuesday will be great. Speaker 1 00:20:16 Okay. So. Speaker 2 00:20:25 I'm pretty clear other than two uh training classes, one of them actually on Claude. Um, so I'm pretty clear that day. Um, you can have almost any time on the twenty first. Uh, the twenty fourth. I do know that I am having to be at a client site that day. Um, but on that on the twenty fifth, I'm free after uh free after three. Okay? Speaker 2 00:21:19 Yes. Um, honestly, I work late, so any of this can be moved around. Speaker 2 00:21:46 Yeah. Yes. Uh, this training class right here is going to be an hour long. I just haven't adjusted it. So, let's do three thirty just in case that meeting runs long. I'm going to be training on, On some new technology. Speaker 2 00:22:20 Yeah, But let's do an hour because normally it takes about forty five minutes to an hour for one on one time. Speaker 2 00:22:38 Yes. Yes, and then uh you'll already have it on. So I am going to send you out an email, um so you can play around with it before that meeting. Speaker 1 00:22:54 Yes. No, Speaker 2 00:22:57 They don't. Oh I understand that because my child is it's her freshman year and, And I already know she's ready to. Yes, I'm not ready but she is. So. Uh University of Merced or uh University of California Merced. So. Yes, I'm so proud of her. Yeah Oh. Speaker 2 00:23:36 Yes, but except for she's the one I adopted last year. Speaker 2 00:23:53 Well, Vince. Yes, Vince knows I am a foster mom and but only to teens. And so I've got two more kids at home right now. And I am just like. Speaker 2 00:24:05 Ha lf of me is happy. She's going because I'm so proud of what she's accomplished in the two years since I since she came to me. But also part of me is like, I need less people in the house, and I need my bedroom back, and I need my bathroom back. So yeah. Speaker 1 00:24:26 Yes. Yeah. Yes. Speaker 2 00:24:47 Yes. You're welcome. And then if you have any questions, I think you have my cell phone number. If not, I'll send it over to you and while you're on the East Coast, just text me and ask me questions unless I'm driving. I don't mind answering. I might need the welcome break. Speaker 2 00:26:04 I'm going to pull up that email because I do I did make some notes of my own. So bear with me one second uh restarting your computer before meeting is not always the easiest. Um so um the connectors on that first question is what should um copilot uh reach out to and have access to. And so that what that looks like is a connector in copilot. Lets you um. Connect to things like Microsoft Word or connect to your data. So I'm going to show you real quick. It's going to take me a second. And I can say, check my inbox with Microsoft. I have to differentiate because I have many OneDrive and tell me if there is any emails this morning. I need to focus on. And so these are the kind of things that it can access. Speaker 2 00:27:03 It also can access my OneDrive and my documents in my OneDrive and help me work through different settings. And so it's going through, it's telling me, you know, these are the things I need to focus on. So that's what I meant by what should Claude be able to reach? And these are the kind of things we're going to look at. I have mine connected to a lot of different things. I'm not going to go through the entire list, but things for you to think about is your OneDrive. If you guys use a tool like Asana, I don't know if you know what Asana is. Some people do, some people don't. Okay good. It's like a project management tool. So if you have projects and stuff you're working on, it helps your team stay on track. If you use Box for data storage, it can connect to Box. I have it connected to my personal Gmail and then a few things like that. Speaker 1 00:29:09 Yes. Mhm. Speaker 2 00:29:22 Um, so we can look into NACLY. Uh, Send me a list of so NACLY I already had because you had it listed there. Um, what I'll do is I'll look in Cleo okay. What I'll do is I'll look in to see what connectors they have for it, and how it can attach and whether or not it can or can't. So that's those are some good ones. It does connect to a lot of things outside of what I showed you. So if you guys, for instance, if you guys use DocuSign, it can connect to that. Yes. Speaker 2 00:30:13 Okay, Perfect. It will connect to Adobe because I use that Adobe connector all the time. And so it will connect to that. There's a few others and we'll take a look. I'll take a look at your stack of what I've seen on my end for you guys and see if there's any others that it will connect to for you. There is, I think, At the last count, it was over a thousand connectors that you can connect to using Claude. So I can walk you through that. Speaker 2 00:30:58 Yes. So Whisper is my second best friend. Um, I have the pro version and, I use whisper consistently. So I do use whisper in the office. I do dictate into Claude with it. So whisper is definitely used. Yeah, I can't live without it anymore, so yes, yep. Speaker 2 00:31:31 I use it because I have lupus and some days, my hands just don't want to work. So I 100% understand. So we'll do all of that. Send me over any other apps that you can think of, and if you use a Remarkable or Scribe, they don't connect to Claude but they do connect to other things. Okay. Speaker 1 00:32:03 Yeah. Yes. Mhm. Yes. Yes. Speaker 2 00:32:38 Yes, perfect. Reviewing documents for consistency and quality control was your next question. And absolutely, I have it do that all day long every day, especially on invoices and policies that I need to get out to my clients. So it's super helpful in that. It will potentially automate annual review. So that's going to take a little bit more training in how to do that, but you can absolutely do that. So I want to make you aware of that. And then the last question was populating templates to create usable documents? All day, every day. My PowerPoint presentation that I have right here for you, I have that as a template and it reuses that template every single time I'm building something out. Speaker 2 00:33:34 Let me look into NACLY and see what all of it does, and I'll let you know. Yes. Speaker 1 00:34:10 So, I guess it's not a lie. It's just that there are some very educational things that exist. So, I would like to offer that as a resource. I would like to do some research on it and look at what they've done with their personal care. And what they've done with their fitness. Speaker 1 00:34:42 Yeah. Absolutely. Speaker 2 00:34:58 Um, I'll send you over some notes based on our conversation this afternoon, um and let you know what you can do with that. Um just because I know your time is super valuable. Speaker 2 00:35:10 Awesome, thanks. Have a great trip. Oh yes, absolutely. All right, thanks.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=4bd772f9-112e-4ff4-b0b6-7ab745c5086a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NjU3MzQ4OCJ9.CgoKBHNuaWQSAjY0EgsIjP6ivsWwvD8QBRoNOTguOTMuMTc3LjExOSosL2Yyc3JjN092WTltWnkrNDBFZkNOQ2NYalRuVXlRTmxNNnY2dStDU0cvcz0wmgE4AUIQojCgnqAQAAALxxVBBtG_o0oQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.kxf-5cour1r1lU6YBLr2vO9MegsVgMDWWGne6Q_gj0w&ApiVersion=2.0	Processed▾	Set up pilot environment for primary contact by August 19, 2026Send presentation slides to clientSend meeting invites for open cloud training classes week of August 17+6	✓	Client Work▾	—	894749 (0.62h, ticket 967202, board 58 Implementation (MS), Senior Engineer(5)/workType 42 Infra Support - REMOTE, agreement 222 Managed IT Support, Billable) - logged 2026-08-17 EOD sweep. Meeting 09:00-09:37 PDT.	tkt 967202 created on board 58, status Completed, owner 247 - 'Klapach & Klapach - Claude/Copilot Rollout Kickoff Consultation (8/12)'. Non-confidential; full summary written to the CW internal note.	3 - Clients and Projects\Klapach & Klapach\Meeting Transcripts\Meeting Transcript - 08-12 Consultation Microsoft Copilot and Claude AI Rollout.txt	—	✓
06-06 Lecture: Disability Services and Student Support Programs	—	Jun 6, 2026	—	—	—	Processed▾	—	·	Foster Care / Kids▾	—	n/a - non-CW type (Foster Care / Kids). Routes to C.A.R.E. v2 per standing rule, never ConnectWise.	Backfilled row 2026-08-12 sweep - file was in the drop folder with no ledger row (pipeline drop).	2 - Internal Operations\Meeting Recordings & Transcripts\Meeting Transcript - 06-06 Lecture Disability Services and Student Support Programs.txt	—	·
08-05 Consultation: Josh - AI Email Management Tool Demo	Date & Time: 2026-08-05 10:31:57 Location: [Insert Location] Customer: Josh ## Overview This consultation centered on a demo and troubleshooting session for an AI-powered email management tool, Ada. Josh seeks a solution to streamline his Outlook inbox with automated categorization, follow-ups, and handling. The main blocker is his inability to connect his Outlook account due to a Microsoft verification issue on the consultant’s side. Discussed features included automatic follow-up drafting, meeting summarization via transcription, and rule-based organization. The goal is for Josh to access the Pro version and start beta testing, providing feedback for future development. ## Background Josh, from h5datacenters.com, is being onboarded as a beta tester and will receive the Pro version free forever in exchange for feedback. The consultant demonstrated AI-driven rule creation, automated follow-up drafts, and calendar integration. A major blocker arose: Josh cannot connect his corporate Outlook account because the app is undergoing Microsoft’s mandatory re-verification, expected to take about three days (started August 4, 2026). The consultant also noted a personal issue where switching to the “new Outlook” broke her categories, but confirmed this does not affect app functionality for users. ## Pain Points - Josh cannot connect his corporate Outlook account to the app due to Microsoft re-verification initiated on August 4, 2026, taking ~three days. This prevents him from starting to use and test the tool. He asked, “What does that mean in terms of when I can start using it?” and acknowledged he must wait until verification completes. - He needs automated filing to move emails from the inbox to folders after a set period or once read. Emails should first appear in the inbox, then auto-file (e.g., after three or five days, or upon being read), while ensuring unread emails remain visible or flagged. The consultant agreed this is highly requested and on the roadmap for the next month. - He is concerned about missing important emails that are auto-moved. Even if categorized and filed, he still needs notifications on phone and computer to avoid missing timely information. - He is dissatisfied with Otter’s “mixed” transcription accuracy and wants a more accurate service with reliable speaker name recognition. He was interested in the consultant’s recommendations: Plaud and Microsoft Teams transcription, asking about accuracy and name recognition. ## Expectations - Josh expects to connect his corporate Outlook email (josh@h5datacenters.com) and begin using the app as soon as Microsoft verification is complete, estimated around August 7, 2026. Success = logging in and connecting his inbox. The consultant will notify him upon completion and then approve the app on his system. - He expects automatic follow-up draft generation with configurable timing (default two days) and the option to send multiple follow-ups (up to five) if no response. He also wants an aggregated list of pending follow-ups that clears upon reply. - He wants a feature to automatically move emails to a folder after a set time (e.g., 3–5 days) or once read, to keep the inbox clean while maintaining organization and access. The consultant has added this to the development roadmap for the next month. ## Other Information Summary - Josh will receive the Pro version free forever as the first major beta tester. - The consultant is testing a meeting summary feature using Microsoft transcripts to auto-generate key decisions and action items; not yet publicly available. - The consultant recommends the transcription tool Plaud over Otter and Fireflies, citing high accuracy even in noisy environments and HIPAA certification. - An enterprise version for company-wide deployment is in development, estimated at three or five thousand dollars. - Standard pricing is planned at approximately $15/month for Starter and $29 or $39/month for Pro. ## To-Do List - [ ] Consultant: Email Josh when Microsoft re-verification completes. (Deadline: ~August 7, 2026) - [ ] Consultant: Approve the app on Josh’s system after verification. - [ ] Consultant: Send Josh the meeting transcript. - [ ] Consultant: Add the auto-move-after-time/read feature to the development roadmap. (Target: Within the next month) - [ ] Josh: Begin testing the app over the weekend of August 8–9, 2026, once access is granted. - [ ] Josh: Email or text feature ideas and feedback as he uses the app. ## Next Steps - Consultant to confirm Microsoft verification status on August 7 and notify Josh immediately upon approval. - Consultant to provide a short screen-recorded walkthrough of key features (follow-up drafts, categorization) while access is pending. - Optional interim: If desired, set up a temporary Gmail-based workflow so Josh can explore the UI and features before Outlook is connected. > **AI Suggestions** > The AI has identified the client’s biggest pain point as the inability to connect his corporate Outlook account due to the ongoing Microsoft re-verification process. Here are some possible solutions for your consideration: > 1. Proactively Communicate: Send an email to Josh immediately after this meeting to formally apologize for the delay. Reiterate the cause (Microsoft’s mandatory re-verification), the expected timeline (around August 7), and express your eagerness to get him started. This manages expectations and reinforces your professionalism. > 2. Offer an Interim Solution: Since Gmail accounts are working, you could offer to set up a temporary workflow using a personal Gmail account for him. This would allow him to explore the app’s features and user interface immediately, even if it’s not with his primary work email. This keeps him engaged and allows him to start forming feedback. > 3. Provide a Detailed Walkthrough/Video: While he waits, create and send him a personalized screen-recorded video. In the video, use your own (working) account to demonstrate setting up the exact rules and features he was most interested in, such as the automatic follow-up drafts and categorization. This provides value and keeps the momentum going. > 4. Set a Calendar Reminder for Follow-Up: Set a firm calendar reminder for yourself for August 7 to check the verification status. As soon as it’s approved, contact him immediately to assist with the setup. A fast response time once the block is removed will demonstrate your commitment.	Aug 5, 2026	Speaker 1 00:00:06 Hi, we meet again. Speaker 2 00:00:08 We meet again, and I do apologize. I was uh running late for my last meeting. Oh yeah, no worries. So how are you? Speaker 1 00:00:16 How dare how dare you? You're two minutes late. Speaker 2 00:00:18 I know, Speaker 1 00:00:19 I know my ex my ex Yeah, My ex- wife would have been like forty five minutes late, so two minutes is on time. Speaker 2 00:00:26 Fantastic Well sad for your ex- wife because. I I would never get away with being forty five minutes late. Speaker 1 00:00:32 Oh no, I know she doesn't operate in the real world, but um in any event, um let me share my screen. Okay. So I can just show you, and then I am excited to at least see where you have going. Speaker 2 00:00:47 Yeah, and I am logging in right now to mine so that you can see. Speaker 1 00:00:58 Okay, so do you see your? Yes. Okay. So I imagine I hit start free and then connect my inbox. Yes. Connect Outlook. Um continue yes and this is where it gets messed up. Speaker 2 00:01:29 Okay, yeah. Um, so what I am going to do is I'm going to approve that. However, Microsoft threw a wrench into the process yesterday, and I need to wait three days. Um and I found that out yesterday. So um they are partner dot microsoft dot com. Um they are re vetting me okay. And when they re vet me, Speaker 1 00:01:54 I'm gonna share my screen yeah so now let me see. Speaker 2 00:01:59 My kitten is in the way. Oh, she's laying right in front of me. So, they are redoing my uh verification because I made a change to the website. And so this usually takes about three days. Um. And so right now, we're doing the email verification and then my identity and okay um, and all of that. So once we do it, you'll be able to connect. However if you have a Gmail account, Gmail is working just fine. So Oh. Speaker 1 00:02:28 Yeah. Okay. So, um, yeah. So so yeah, so let's try that in a minute. Can you just walk me through what what you've done? Speaker 2 00:02:37 Yeah. So Ada is and I'm gonna. So today, it's processed 101 emails that have come through from my inboxes, Um created me 24 follow-ups. Um Ada is right here. And what she does is she allows me to talk to her and explain how I want everything set up. And so I am so sorry. Um, I'm. I don't know. I am getting a call um coming in and put me on hold in Teams. Um, so Ada was. Speaker 1 00:03:15 I lost your screen Oh, Speaker 2 00:03:18 Hang on one second It's, my phone's fault. They wanted me to answer Oh. Yeah, no problem. So, Ada, what she does is she is in charge of you saying, "Hey, this kind of email. " So like emails from Josh Sims should always be a high priority and list for follow-up. And, so you tell her what you want, and she will put in the rules for you. Speaker 2 00:03:53 And it gets a lot more granular than Outlook rules or Google rules. And so, what I'll do is I'll put in your email. And let me do that real quick. I got to copy your email. It's easy: Speaker 1 00:04:07 Josh at h five datacenters dot com. Speaker 2 00:04:10 All right, copy and then she'll put that in there. And she also has templates that you can use. So you can say, start from this template, start from this or start from operations. Oh, I already have a rule flagging you. Right. So what it will do is I'm going to go back to dashboard is it'll also show recent activity. So in here I've got a payment reminder from SCC which is great. I can add that to my calendar. Speaker 2 00:04:52 And I can add it for, let's say tomorrow.'Cause I know the payment's due by the 10 th. So I'm not, you know, I'm not worried. Um. Speaker 2 00:05:15 I Lost internet for a moment. Speaker 1 00:05:18 Is this does this become my new inbox? Or do I still use Outlook? Speaker 2 00:05:22 You still use Outlook, but this will be a way for you to check things daily. So if you see something come in and it's Etsy, I am going to hit junk. And you can choose whether or not it's always going to be junk. So this makes sure Outlook rules a little bit better. In addition to that, you can also set and tell it to give you follow- ups so. Speaker 2 00:05:50 In here, I've got all my follow- ups set, and then I can choose whether or not I've done it or not. And it puts it— I can tell it," Hey, do you want to add this to Microsoft To- Do?" So it allows you to get as granular as you want. Within this, it also will show your calendar. Speaker 1 00:06:12 Do you mind just showing me your inbox for a second? Like your real. Speaker 2 00:06:17 My real inbox? Yeah. So, because it is not uh what is going on today, Speaker 1 00:06:27 Because when you showed it to me last time, it seemed like, that's where you mostly operated I. Speaker 2 00:06:33 Do yes, Speaker 1 00:06:34 And that you had the different colors. Yes, set. Speaker 2 00:06:38 Upum my so this looks different. It is. I broke my Outlook yesterday, so I'm having to rebuild everything. Uh, this inbox, my uh, my categories have gone missing. So I'm trying to fix all of that. I did break it yesterday. Don't ever go from old Outlook to new Outlook because it breaks everything. Okay. So. Speaker 1 00:07:13 Okay, So maybe should I go try to do something on on Google? Speaker 2 00:07:18 You can. I'm going to show you Google because this is my Google inbox. Speaker 1 00:07:21 Oh yeah, go to Google. Speaker 2 00:07:23 Yeah. So, um if you can see, here's all the categories in Google because Google acts a little differently um and it automatically puts emails in there. Speaker 1 00:07:36 Yeah so I told you about my problem with that, Yeah, right. Which is you don't get from what I've said. You don't, and this wasn't in Google but in Outlook. You don't get a notification, Speaker 2 00:07:50 Right? I can choose to flag them. I use Google more than I use uh the system, So let me stop sharing for one moment, and let me for that account. Let me pull up actual Google because this is a client mailbox that I am in all the time. And. Speaker 1 00:08:07 I mean, the yeah, I mean, is there going to be a similar look and feel or no? Speaker 3 00:08:11 Yes. So let me get logged in. Let me share my screen. I. Speaker 2 00:08:27 Am working from home today on my desktop, so bear with me. So this is my inbox from Google. And these are my categories right here, the FYIs. Um, and within Google, if I go down to All Mail because I do go into there, You'll see all the emails that have come through today and all the flags for them. And so like this one is accounts payable. Um, and that one automatically forwards to accounts the accounts payable team. Um. Speaker 1 00:09:01 You know it might it might it might be e, I mean, this looks very different than what you showed me in Outlook. Speaker 3 00:09:07 It does because, Speaker 1 00:09:09 So let's not so maybe it doesn't help to go through the Google one. Speaker 2 00:09:14 It's okay. Um, Outlook is not working right now because I broke it in my inbox. Um, and it I broke Outlook itself, not my app, so all my categories and things were missing. I accidentally flipped to try the new Outlook yesterday, so I am working on fixing that. Today, it just happened late yesterday afternoon after your email. So, Speaker 1 00:09:36 Like in theory, Don't you have it backed up so you have you could just go to yesterday's version instead of trying to rebuild it? Speaker 2 00:09:44 With Outlook, it does not work like that. Sadly. It blanketed everything but it didn't mess with my meetings. So if you see my meetings right here they're all color coded. Yeah, The only thing thankfully did not break was my categories in my in my meetings. It broke all my inbox categories. So let me go down to a past one. No, it broke all of them. I'm I apologize. Um those didn't break. Okay, here's the categories and these. Speaker 1 00:10:16 But but if I was using your system here, would that have impacted me? Speaker 2 00:10:22 No, because what I broke was my with my crimson email. Inbox, I didn't use my. I didn't. I didn't break it in my app. I broke it actually in the in the Outlook program itself, so it's not accepting any new categories coming in. Okay, um, so you can see here these are my old categories: uh, my ticket, my inbox, my client. I mean, my ticketing and my MFA and my client. So these were working um and it gives me everything uh. Speaker 2 00:10:56 It gives me everything in here and has it categorized. And then I do have drafts that are happening. Um, not this one, but that one keeps coming. But these are uh the drafts that I have that comes up. Um, and then here's one, Here's a draft that I was working on uh that the system said, hey, you need to send this out to Vance because he has not responded to me in two days since my last message. Speaker 1 00:11:22 Wait wait wait so this is an automatic thing? Mhm. Speaker 1 00:11:28 Yeah. Okay, so yeah, so I didn't understand. Wanted to follow up the schedule. So, um, okay, So what you're saying is So, how would it get to the point where there's a follow up email? Speaker 2 00:11:38 So, if it sees that I sent an email out to Vance, which I did two days ago, and Vance has not responded It's, it's drafting a reply to say, hey, you know, wanted to Right. Speaker 1 00:11:50 Yeah, I've heard I've heard about thisum capability, But but what I meant, I guess is, did you put the number of days for Vance to respond to that email? Yes. I see it okay. Speaker 2 00:12:04 And I put default two days because I don't want to irritate people, but I also get answers. Yes okay. And then also my meeting summaries. So this is aum this is the meeting summary from a meeting that I did yesterday evening and key decisions action items. And then. Automatically pulls up who was in that meeting? And then I hit sent once I verify it. Oh, Speaker 1 00:12:31 Okay. So that what whatum which firm or what whatum app to use for the. Speaker 2 00:12:40 So this is something I'm testing. I haven't rolled it out to the inbox tool yet. Um, it's something that I'm building out but it utilizes transcripts within my Microsoft account. So if you have turned on, it will send it out. Um, this is a feature I'm testing. It's getting there. It's not there yet, but okay. I'm testing. Speaker 1 00:13:07 Now do people always know that it's being recorded or not? Speaker 2 00:13:10 Yes, because Microsoft sets that up. So let me show you in Teams if you look in Teams itself, I am Yeah, Speaker 1 00:13:17 I mean i i I see all that. I don't always like like i would always try to record it maybe on the side. But maybe people are doing it. You know, I just want to use it for my own notes. Speaker 2 00:13:28 Yes, uh there is a feature. There's an application called Plaud. Um I use that pretty religiously. It will transcript for me on the side, no one ever sees it. Um just I'll show you the little icon. Here's a little toolum and. Speaker 1 00:13:45 You're saying it's Plaud? Speaker 2 00:13:46 Plaud P L A U D. Speaker 1 00:13:48 Oh okay P Yes. Speaker 2 00:13:51 It's a tool I have a physical device for as well. Um, because I have ADHD and it can get bad some days. Uh, I tend to need to take really good notes just to make sure with everything. So I use that in the background to help me. Speaker 1 00:14:07 Okay. How well does it do? How how well do either of those do with recognizing the name of the people? Speaker 2 00:14:15 Microsoft is on point. Uh, Claude is not as on point, But honestly, I don't need it to recognize names as long as it's bring the information. Speaker 1 00:14:26 Yeah, how accurate are the transcripts that the transcript? Speaker 2 00:14:30 Pretty accurate. Because. Speaker 1 00:14:33 I use Otter. I have it's just mixed. I don't love it. Speaker 2 00:14:37 I like Plaud better than Otter. I've tried Otter in the past, and i tried, i think it's Fireflies or something like that. Speaker 3 00:14:42 Yeah, firefly. Yeah. Speaker 2 00:14:43 Yeah Plaud. I like the best It does have a physical device, so if I am in meetings at a restaurant or if am in conference, It captures really well, even in noisy restaurants, and it's HIPAA certified, which is required for me. So because my two main clients are HIPAA. Speaker 1 00:15:03 Oh, I see. Okay. Speaker 2 00:15:04 Yeah. So I have okay, Speaker 1 00:15:05 But anyway so we got diverted some where were we? So you're you're showing me how this happens yeah Yes. Speaker 2 00:15:19 Um, So this these both are features that are going to come out in the next week or so. Um, at this point, what it's basically doing is it is doing the classification. Um, Let me show you my private Microsoft because that, that might show you a little bit better. Uh and by the way, Speaker 1 00:15:37 So do your emails automatically go into your folders or do you move them? Speaker 2 00:15:42 I set the system to I tell it Let me show you categories because that'll make sense. Here are my categories, and then move to I choose whether or not if it's this category, move folder label keep in inbox, flag for follow up archive do nothing. So I have it set. So if I want it to move to a folder, it will. These. Speaker 1 00:16:07 But as an example, if you if you changed one of those that said, move to or keep in inbox, yeah. Um, but then you wanted to change it so they all go into a folder. Do you just change this here and it just moves them automatically, or do you just search for them and then move them? Speaker 2 00:16:28 So if it's past ones, I search for them and move them. If it's future ones, I change this. Speaker 1 00:16:34 Hmm. I wonder if you could have them automatically move after like three days, five days, whatever. Speaker 2 00:16:42 That is something I'm working on because I would love that as well. Yeah. Speaker 2 00:16:46 So, I am going to work on making that as a feature, and that is actually on my roadmap for in the next month or so. That'd be great. Speaker 1 00:16:59 So it goes into your inbox, yes, and then in a couple days you know where to find it exactly. Or maybe even better yet if you've read it already, then it goes but if it has not been read. Then I don't know. Maybe it saves, maybe it moves, but it still shows has not been read exactly. You. Speaker 2 00:17:24 Can look at your rules too that you've made. So here are all the rules I've made, and you can turn it on or off. So, if you see that there's something happening and you assume it might be a rule, you can turn that off or you can delete it. So, you have the ability to go through. So that is there. And then under settings. For you, I gave you the pro version. Um, so I have it set. These are all my inboxes. I have it set to right now. Um, But because Microsoft uh needs me to reverify uh, work accounts or corporate accounts can't go in here just yet. So once it does, I'll fix it for you. Speaker 1 00:18:06 Wait wait, wait. So. What what does that mean in terms of when I can start using it? Speaker 2 00:18:11 Um, so Microsoft has is re verifying me. Uh, it takes about three days for the verification to go back through. Um, I started the verification yesterday morning. So it's yeah, Speaker 1 00:18:24 So this will be done in three days, but but but then that's what I thought now do I have to wait for you to to get it into this connected inboxes? Speaker 2 00:18:35 No once it does that you can do it. However, the way your Microsoft is set up. We just have to go in and approve the app. So, as soon as I see that's done, I'll go in and approve the app for you on your system. Okay. Um, Is there anything in here because you're technically you're my person right now, that has asked me the most? Um, now I have others that are using it right now, But is there any uh anything you want me to add that you would like to see as features? Speaker 1 00:19:10 I mean, the couple things I just mentioned to you. Yeah. Would be great. Um, Speaker 1 00:19:17 What else? Once I start playing with it, I'm sure I'll have other ideas. So you're building all this through Claude? Speaker 2 00:19:26 Uh through Claude and my own knowledge of coding. I had to brush off some coding skills from past. Yeah, uh- huh so uh so not. Speaker 1 00:19:37 Very excited to try it. Speaker 2 00:19:39 Um, Because you're my first real beta tester and the one who's asked me the most questions, I'm going to keep you on Pro forever for free. Speaker 1 00:19:47 Okay, great. Thank you. Speaker 2 00:19:48 You're welcome. But just you. Um, but if you like it once we get it out of beta, please feel free to refer more people. Speaker 1 00:19:56 Yeah, I will. How much are you charging for Pro and how much for the other one? Speaker 2 00:20:02 So for the starter, it's gonna be fifteen dollars a month. For the pro, I am thinking about thirty nine or twenty nine dollars a month. But I am gonna. I am testing it to see how much it's actually costing me. Yeah, so, I've been I've been a little uh expensive myself. So because I am testing everything. Um, but yeah I, i'm going to keep you on pro forever for free. Uh. And then as you have more ideas, please text me. Speaker 1 00:20:32 Yeah, I will for sure. Speaker 2 00:20:34 So, um, I am also doing a version where I can upload it into your Microsoft. For everyone in a company to do it, And I am going to charge either three or five thousand dollars for it because it's pretty hefty. But I am beta testing that on one client right now that's asked for they asked for a couple weeks ago. Speaker 1 00:20:57 So okay. Um, well, I'm very excited about it. Um. Yeah, I mean, I think, I think once an email has been read. If there's a folder that it goes to the folder. Speaker 2 00:21:12 Yes. That is something I desperately want to do because my inbox it needs that. Speaker 1 00:21:18 Yeah some okay Let me let me just one other question so, Something comes into your inbox, and you could automatically decide. If you if it goes automatically, if it goes automatically, You still I mean, what I told you last time is you still need to get a notification. Yes. Right on your phone and, you know on the computer. Speaker 3 00:21:49 Yes. Um okay. Speaker 2 00:21:58 Uh, one other thing I didn't tell you about. If you scroll down on settings, you get a daily briefing, a morning email. Uh huh. Gives you the day's agenda, Follow ups to do tasks. Uh, any of the inbox activity and your priorities and focus. Um so that is happening. I have not looked at it to see what it looked like for me today. Uh let me see if I can find it. Speaker 1 00:22:30 Now, in yours, when you when you get those those emails, draft emails for follow- ups. Um. Are there secondary follow- ups after that? Or does it just stay in your in your drafts? Speaker 2 00:22:48 I am going to I'm going to uh I don't want it to send, and that's for me. Speaker 1 00:22:54 Yes. Yeah. Yeah. No, I get that. Speaker 2 00:22:57 So, my plan was to have it fire in about five times unless that person responds. Yeah. So that was my plan, But I think I'm going to set it where people can choose it themselves. How many times. So here's my briefing. Speaker 1 00:23:18 Okay, so okay, so how is it getting the follow- ups? Speaker 2 00:23:25 So the follow- ups that are coming in, and this is on my Crimson one, is it just storing it in a database that says," Hey, watch for an email to come from Vance," and it'll put his email address pertaining to this subject line. Speaker 1 00:23:41 Okay, but if you don't if you didn't get an email from Vance, like I would think Vance would be listed as your follow- up right? Speaker 2 00:23:48 Yes. He's also listed on follow- ups. Speaker 1 00:23:51 I see okay. Yeah. Speaker 1 00:23:54 But, but the follow- up ' are from only from people that haven't re'ponded or 'omething el'e. Speaker 2 00:24:01 Um, it's only for people who haven't responded. I see okay. Yeah. Speaker 1 00:24:06 And does it keep aum aggregate list? Speaker 2 00:24:12 It keeps an aggregate list until that person responds, and then it removes it from the list. Speaker 1 00:24:17 Yeah okay. Right, okay well this looks great, Thank you. So, I will try on what day is it today? So, I'll try it like over the weekend. Speaker 2 00:24:34 Yes, and I'll send you an email as well. Okay. So that you have now, Speaker 1 00:24:39 Can you put your? And then how would you deal with reminding you to follow up with me? Speaker 2 00:24:47 Um, because this meeting is transcribed um, It goes into a transcription. This is something that that tool doesn't do yet. It's something that I've built. I have a transcription system that will put it on my reminders for this weekend, so let me show you what my transcription system looks like. Yeah or or that yeah So here is my yeah, Speaker 1 00:25:10 I was going to say if you could send me the transcript, that'd be great. Speaker 2 00:25:13 Yes, I'll send you the transcript. And thenum here is my transcripts suite that happens. And so. This is uh coverage and flagged. Um, So this is the things that happened on Monday because I never sent it to myself. Because I didn't really have any meetings on Monday. Speaker 1 00:25:31 Yeah, wait wait. So what is this? Speaker 2 00:25:32 This is my transcript sweep. So this is my Monday's transcripts. Um, I didn't have any meetings on Monday, so there's nothing in there, But it did check certain things that I have in there just to double to see what's going on. Um, and if it doesn't, if it sees stuff, It'll put me my follow up tasks in here and add them to my to do list. Okay. So yeah, Speaker 1 00:25:58 Great. Okay. Yeah. Okay. This looks phenomenal Thank you you Can't wait to see it. And um Yeah I'll, you know, send me the text or the email Absolutely When when you're approved. Speaker 2 00:26:12 I will And. Please if you've come up with more ideas as you're using it, please email me. Speaker 1 00:26:18 Yeah, I will for sure. Awesome. Okay. Thank you. Okay, exciting. Thanks, bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=22c40279-c8fe-4451-8afd-4b6f6d51ad42&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NTk1ODE5NSJ9.CgoKBHNuaWQSAjY0EgsI7rPWx7LKuT8QBRoNMTAwLjU0Ljk2LjEyNCosMktwanc0K1BvdWdKUlNWcmxNS3ovVlJNV1RuYTJGeXNSSG9nOEdhNGNCVT0wmgE4AUIQoi5V1IzgAAALxxQ2F-0pYkoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.s9bpINRhqM6zwWVgLz0CJDlXwj6TbuFKOi4sYzXWxpM&ApiVersion=2.0	Processed▾	Decide whether to set up interim Gmail-based workflow so Josh can explore Ada UI before Outlook connectsAdd auto-move-after-time-or-read email filing feature to Ada development roadmapJosh to begin beta testing Ada over weekend of August 8 to 9 and submit feature feedback+4	✓	Crimson Internal▾	Crimson IT	covered by 890732 (0.48h, ticket 965286, CIO/workType Admin) - entry window 11:08-11:37 PDT contains this meeting. No new entry.	ticket 965286 - Crimson IT - R&D: AI email assistant evaluation and prospect demo (H5 Data Centers)	2 - Internal Operations\Meeting Recordings & Transcripts\Crimson\Meeting Transcript - 08-05 Consultation Josh - AI Email Management Tool Demo.txt	—	✓
05-13 Weekly Meeting: AI Security, DLP Rollout, LabRack Windows Upgrade, and Operations Updates	## Meeting Information > Date: 2026-05-13 09:55:40 > Location: [Insert Location] > Participants: [April] [Christi] [Sergio] [Speaker 4] [Olivia] [Anzor] [Anton] [Mike] [Vince] [Speaker 10] [Seg] [Speaker 12] [Speaker 13] [Speaker 14] [Speaker 15] [Speaker 16] ## Meeting Notes - Team Opening, Core Value, and Quote - Power restored; meeting began at 10:00 AM on May 13, 2026 (Week 20). - After-hours support primary: Jesse; backup initially Bogdan. - Core value emphasized: integrity over profit. - Quote by Bernard Baruch shared. - Help Desk: Client Feedback (JAMS) - JAMS reported multiple users view Crimson IT as significantly better than their previous IT team. - Anecdote: A squirrel damaged a home Wi‑Fi line; Sue and Charlene resolved it. - Broad appreciation expressed for the JAMS help desk team. - Account Management: AI Trends and JAMS Expansion - LabRack signed a ~$60k proposal to upgrade systems and move off Windows 10; requested white‑glove support. - AI connectors into Microsoft 365 generating tickets; flag requests to account management for security review. - Team to familiarize with AI tools (Copilot, Claude, co‑working features) and AutoElevate/admin processes for connector installs. - Ongoing ISO 27001 audit: strong performance by John, Anton, and teams; improving account outcomes. - JAMS invites Crimson to monthly “neutrals” meetings; potential added revenue and expansion. - Cybersecurity - Backup on‑call issue: Bogdan on vacation; needs reassignment. - Rolling out Fortinet “6 core” web filtering license across clients; monitor related tickets. - Busy with new audit projects. - List of Crimson IT laptops pending reboot posted; staff should reboot to complete updates. - Conclusion: Backup reassigned to Christy for this week; Jesse’s backup is Christy. - Operations - Positive performance: stability, structure, fewer fire drills; ops team tightening and improving. - Pete absent; general praise for operations. - Finance - Elisa returns May 15, 2026. - FSA renewal open; contact finance to join or for details. - Timesheet reminder: complete entries in ConnectWise and TimeNet; weekly reports depend on timely submissions. - Cutoff approaching; submit timesheets and expenses on time. - Administration - Starting computer and license count this week; coordinate for onboardings/offboardings. - Rotational power outages in parts of the Philippines due to heat; team may use backup power causing response delays. - Business Development - No major updates; a few prospects in progress with potential new clients in 1–2 months. - Projects and Change Management - Seg: Completed setup of 21 laptops for Lion; working on LabRack project; two new major projects—Maybreak and Foothill. - Julia: Project Angel Food cloud migration completed; on‑prem server disconnected and will remain onsite for a couple of weeks before decommissioning to ensure nothing is missed. - Julia: Intranet Cloud PC reprovisioning finished for 23 users; 4 additional users identified and targeted for completion this week. - Gabby: Calder’s AYP phone system—planned Friday afternoon change to bypass switch by connecting Adtran directly to fiber from MPO; aim to reduce phone downtime. - AI and DLP Training/Guidance - Christy: Turning on DLP for several clients; sensitivity labels in Word/Excel/SharePoint/OneDrive are important for AI interactions (Copilot, Claude, ChatGPT). - Training next week on DLP application and a playbook for common questions (legal, HR, finance documents). - Working on templates/SOWs for HIPAA‑aligned sensitivity labels (for Sharp, AbilityFirst, Lear; guidance requested by Weingart). - Service desk impact expected to be manageable; main tickets likely about applying sensitivity labels. - AI privacy guidance: For personal AI accounts (OpenAI, Claude, Gemini), turn off “data to improve” in privacy settings; Grok does not allow disabling data sharing. - Copilot Features: - Outlook: Copilot can triage, flag emails by sender, automate common tasks (feature expanding). - Teams: Copilot “recap” with AI summaries, video/audio recaps; sharing across certain tenancies enabled. - Claude integration into Copilot chat is rolling out. - Licensing: - Copilot is a separate license; not included with E3. - Christy noted nonprofit pricing ~$24/month and an add‑on ~$30/month; Anzor clarified Copilot is separate from E3. - Culture and Activities - “Duckies” values review and recognition segment conducted. - “Two truths and one lie” activity led by Jane; outcome: her mountain climbing claim was the lie; Maggie selected for next week. 🦆 ## Next Arrangements - On‑Call Coverage and Security - [ ] Reassign backup on‑call from Bogdan; implement Christy as Jesse’s backup for the week of May 13, 2026. - [ ] Flag AI connector requests into Microsoft 365 to account management; coordinate security deployment standards. - Projects and Operations - [ ] Provide white‑glove support for LabRack’s ~$60k Windows upgrade project. - [ ] Seg team to proceed with Maybreak and Foothill projects. - [ ] Execute Calder’s AYP phone system fiber bypass on Friday afternoon, May 15, 2026, and report results. - [ ] Plan decommissioning of Project Angel Food’s on‑prem server after the observation period. - Systems and Devices - [ ] Reboot listed Crimson IT laptops to apply updates (per Anton’s post). - [ ] Complete reprovisioning for the remaining 4 Project Angel Food Cloud PC users this week. - Administration and Finance - [ ] Submit timesheets/expenses on time in ConnectWise and TimeNet before cutoff. - [ ] Coordinate with Admin for all onboardings/offboardings during the computer and license count. - AI, DLP, and Documentation - [ ] Prepare and share DLP sensitivity label templates and SOWs (Sharp priority; then AbilityFirst, Lear; share in Hudu). - [ ] Schedule and deliver next‑week DLP training and playbook for the service desk. ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. Clarify Copilot licensing details and nonprofit pricing to avoid confusion; publish a standard guide on license options (E3/E5, add‑ons, costs). > 2. Document and communicate standard security review steps for AI connectors (Copilot, Claude) into Microsoft 365, including required approvals and configurations. > 3. Define the service desk workflow and escalation path for DLP‑related tickets, including sensitivity label application and exceptions for legal/HR/finance. > 4. Confirm and document the exact schedule and responsible parties for decommissioning Project Angel Food’s on‑prem server after the observation window. > 5. Provide contingency plans and communication protocols for the Philippines team during rotational power outages to manage response delays.	May 13, 2026	Speaker 1 00:00:29 Good Morning, all. Speaker 2 00:00:31 Good morning. Good morning, everyone. Morning. Morning. Speaker 3 00:00:44 Good morning. Speaker 3 00:01:15 It's like it's got power. Speaker 4 00:01:16 I'm telling the Filipino government. Speaker 1 00:01:20 Power is back, thank God. Oh, power is back. Okay, yeah. Speaker 3 00:03:30 I think. Speaker 4 00:04:24 Okay, it is ten AM. Good morning, everybody. Today is May thirteenth, twenty twenty six, week number twenty. The primaries for after hour support is Jesse with the backup being Bogdan. Um, core value I'd like to highlight today is integrity over profit. Everybody's pretty good about making sure we hold integrity over making money. So I am very proud of of what our team has done. Um quote of the, Be who you are and say what you feel, because those who mind don't matter and those who matter don't mind. By Bernard Baruch. And now I'll move on to team updates from each team. We'll start with Help Desk with Olivia. Speaker 5 00:05:12 Thanks, Ryan. Good morning, guys. I'm going to steal some of Mike's thunder, But so Mike had a meeting with JAMS earlier this week, and they said that multiple of their users. Let us know that we are far and away better than the previous IT team. So that is some amazing news. Specifically, A user said that a squirrel ate their home W i- Fi line and that Sue and Charlene got it working. So, that is what I call "commit and deliver." Great work, guys. And honestly, everyone who's been working on the JAMS team have been doing amazing work. So thanks guys. That's all I have. Speaker 6 00:05:52 Awesome. Look, this is amazing. Amazing update, Olivia, right? And great job team. You know, these guys just so to put things in perspective. We've tried to get them. Once we've got to the point where they almost signed the agreement. And the last second, they went with someone else weren't happy, did that to us. Second time, we were ready to sign an agreement, and they went with the other company, right? And I was trying to save the deal, and I lowered it substantially. Right, and and I was telling the CIO, Look for this kind of a pricing you are not going to get good service. He went with them anyway, and here we are. And when he came back, I've told him, I said, look, if you are coming back to me, the third time, I am not going to give you discount that I promised you the second time around. Like at this point is going to be uh the price that. Speaker 6 00:06:49 You're gonna pay for the service you deserve, and here we are. So great job, super happy to hear it. Thank you. Speaker 4 00:06:59 Awesome. Anything else, Olivia? No, Speaker 5 00:07:04 That's all on the help desk side. Okay, Speaker 4 00:07:06 Let's move to cybersecurity with Anton. Speaker 7 00:07:08 Morning everyone. First of all, I'm not sure how Bogdan gonna be a backup for on call. He's currently on his vacation this week who's running the show. Speaker 4 00:07:21 In terms of the meeting or on call? On call. Speaker 6 00:07:25 I think I lost you guys. Speaker 7 00:07:31 We just need to fix, back then for someone else to be on backup for the calls. Second part, we are actively pushing the FAN 6 core license. For all our clients, it's going to be our main service for web filtering. Just keep an eye on the new tickets, and yeah, we're pretty busy with the new audit projects. That's it from my end. Oh, by the way, I did post a list of the laptops that pending reboot for Crimson IT. So please whenever you have time just reboot your devices to get them. Speaker 7 00:08:19 Updates. Thank you. Speaker 4 00:08:23 Awesome. Thank you, Anton. So we'll be having Chris has volunteered to take up backup on call, so Chris will be backup this week. So Jesse, your backup will be Christy. Thank you so much, Christy. Next we'll move on to operations with Pete. Pete is out Okay We'll move to operations with anyone? Uh, Olivia? Speaker 6 00:08:51 On support. Uh, look, ops are amazing, right? Like you want to see the best op team right here. It's Crimson IT. We've been kicking ass and keeping clients happy. So that's all there is to it. Awesome thing. No in in realityum I I think you guys are doing an amazing job, right? So. I was sharing with Pete that my observation things are much more stable, much more structured, right? Less fire drills, right? And, it just seems the entire ops team is getting more and more tighter and tighter. Um and and better and better. So uh so so thank you. Thank you. Speaker 4 00:09:36 Thanks everyone for your good work. Next one we go to account management with Mike. Speaker 8 00:09:41 Um, I've got a couple updates. Thank you, Ryan. I'm gonna let Vince lead go first. Speaker 9 00:09:46 Right. Good morning, Crimson IT. So just a couple updates here. Uh one, I want to give everyone a heads up that LabRack just signed a huge huge proposal to upgrade all of their systems. They're finally going off of Windows 10. Um it's around a sixty k quote. So just a heads up that that's coming down the pipeline. Hopefully, everyone gives them a lot of white glove service. It's bomb, incoming, so appreciate everyone. Involved in that process. Second, just want to give everyone a reminder that again, AI is just such a huge topic right now. All the account meetings I'm sitting on, people are asking questions. So just three big points I want to call out, right? First of all is the implications on security with regards to connectors, right? So, you should see a lot of tickets start coming in people wanting to connect Claude or whatever other AI service into Microsoft 365 or some of their other services. Speaker 9 00:10:40 As soon as you see that, at least flag it. Give the heads up to the rest of the team, um, you know account management team. There's a lot of discussion around how we should secure and make sure that that's getting deployed properly. Um, Second one is just familiarize yourself with how AI tools are being utilized right now. It's not just LLM. They're starting to branch out and have co work. And you know uh, that type of thing interact with their their desktop. And third um you know where we're at with auto elevate just to make sure that. If we get to a point where we're having to, you know, get admin access to install these connectors, um that's another call out right? Cause, we want to make sure that either we've got our elevate set up for them, or we've got a process in place. So uh that's that's my side. Thank you. Speaker 8 00:11:28 Cool. Thanks Vince. And to kind of expand on what Vince was saying, Um the help desk team don't be surprised if you're starting to get more questions regarding AI. Because I am pretty sure you are going to start seeing, if you are not already, you are going to start seeing more. And thank you, Chris, for keeping up. I know t here is a lot of AI projects that are falling on your plate, so appreciate the effort. I wanted to give a quick shout out to both John and Anton and his entire team. They're doing an amazing job through this ISO twenty seven thousand one audit. It's a big deal; it's very complicated; it's very detailed, and they both have stepped up. Speaker 8 00:12:05 I honestly feel because of their efforts is a big reason why, we've been able to turn that account around. So Hannah's meetings are very short. They're to the point. They're all proactive in in um, in meeting topics and I just want to give those two a shout out. Lastly regarding the jams meetings, um yeah every single jams meeting is a positive meeting. What I wanted to share with the team is I am trying to now see if there is other increase our revenue with jams, increase our opportunities. And so. They recently asked us to to join their meetings. They're trying to be a better, I'll just let you know the way Jams works is the neutrals, who are these contractors. It's important that Jams represents well because they want these contractors to always choose Jams for these for these cases, these contracts. That's their business model. So uh, the better Jams can present themselves as an organized. Um you know a polished organization, a lot through Crimson's help. Speaker 8 00:13:02 Easier it is for them to gain more business. So the fact that they're asking us to do more work, for example, they want one of our techs to join in on a meeting, a monthly meeting with the neutrals that neutrals can just hop in. That's potential added revenue. And as they start to understand more of what Crimson can do, Um it's just going to make it easier for us to hopefully expand within Jams. And this same process applies to all of our clients. So kudos to the team Olivia, kudos to your entire team you're the bulk of Crimson so um I, Concur with what Alonzo was saying. I noticed a huge improvement in our service delivery, so great job, everybody. Speaker 4 00:13:40 Awesome, thank you so much, Mike and Vince. Next we'll move on to finance. Tony and Elisa are not here, so who would be backing up with them? Speaker 10 00:13:51 Hi it's me Ryan. Good morning everyone happy Wednesday So Elisa will be back on Friday, FSA renewal is now open. If anyone is interested to join, please reach out to us and if you want to know more about FSA, reach out to us. And just a friendly reminder regarding the timesheet. Please make sure to complete your time entries in both Connectwise and TimeNet. So just so you know, we provide a weekly report to L 10 meeting, and we would greatly appreciate it if everyone could keep their time entries updated, so we can avoid going back and forth for follow-up s. Speaker 10 00:14:27 And with that being said, cut off is approaching. Please computers and submit your timesheet and expenses on time. I know everyone is busy, But timely submission is very important, not only for finance team but for overall operations as well. Thank you. Speaker 4 00:14:43 Awesome thank you Jane next we'll move on to admin with April. Speaker 1 00:14:48 Hi good morning, everybody. Um so on the admin side, we will start computer and license count. Um, this week. So as a constant reminder, to always coordinate with us if you have onboarding and offboardings. And also just a quick update due to the intense summer heat here in the Philippines, um we've been experiencing rotational power outages in some areas. So some members of team Philippines may need to run on power backup whenever this happens, so which could cause delay in responses. So please uh your patience and understanding is much appreciated. Thank you. Speaker 4 00:15:20 Thank you, April. Next, I'll move on to new business development with Onsor. Speaker 6 00:15:26 On my side, you know, I kind of feel I've been slacking off on biz dev, spending all of my time cloud coding. So I don't have any major updates. I do have a couple of things that are cooking. We'll see nothing to report just yet. But I'm hoping to have some new clients in the next one to two months. But I don't have anything concrete to report on right now. Speaker 4 00:16:02 Awesome, thank you, Enzo. We're very excited for new business. It always makes the company grow and keeps us in jobs. Next we'll move to project slash change management. Does anybody have anything for that? Go ahead and raise your hand. Okay, let's go with Segret first. Speaker 11 00:16:19 Hi everybody, happy Wednesday. So for. Speaker 5 00:16:24 Oh sorry sec ignore me. Speaker 11 00:16:29 Sorry no worries Ollie. Anyways, yeah. So for projects, we're done withum setting up twenty one laptops for a lion finally. And then yeah, we're working on the lab rack project just in time as we finish lion. And we have. Two new major projects that we're working on, Maybreak and Foothill. So that's it for me. Thank you. Speaker 4 00:16:54 Awesome, thank you, Sig. Next we'll move on to Julia. Speaker 12 00:16:58 Hi everyone, Finally, the update we have been all waiting for Project Angel Food cloud migration is officially done Big milestone here Shout out to Kevin Thank. You Kevin The on prem server. Currently at the Project Angel Food headquarters, But it has been disconnected and will be there for a couple of weeks just before we fully decommission it, just to make sure nothing is missed. And intranet cloud PC original reprovisioning is complete for 23 users. Huge shout out to Gabby for pushing this across the finish line. We did uncover four more users. Speaker 12 00:17:43 We're going to work on them this week, so hopefully this will be done this week. So great progress across the board. Thank you. Wow. Speaker 4 00:17:53 Oh, that's amazing. Thank you, Julia. Good job everybody with those two projects. I know they were big monster projects, But I'm glad we got through them Next we'll move to Gabby. Speaker 13 00:18:03 Thank you Ryan Uh just an update on Calder's AYPum We are in regarding their phone system. Um, We were scheduled for Friday afternoon to basically um uh disconnect the adtran from the switch and connect it to a fiber cable that was run from the MPO, but not being used. So we're going to do that to bypass the switch entirely. Um and that's scheduled for Friday afternoon unless otherwise noted, But we're hoping um that can help alleviate um all these calls we've been receiving that our phone system is down. Speaker 13 00:18:41 Um, we'll keep you updated as we progress. Thank you very much. Awesome, thank you, Gabby. Next we'll move on to Christy. Speaker 2 00:18:48 Good morning, guys. Uh real quickly with the AI projects that are rolling through, we're turning on DLP for a couple of clients. Um I don't ask me to remember off the top of my head who they are. I could tell you this afternoon when I work on that pro on those projects. Butum start familiarizing yourself with uh how DLP how you can label. Documents within Word and Excel as sensitive, because these are pretty important to any AI that touches Teams files, SharePoint, OneDrive things like that. So not just Windows Copilot but also Claude and ChatGPT as well. They do all look at sensitivity labels. So if when you get time next week, I'm going to actually show you guys because I'm going to show you using Ability first. Speaker 2 00:19:34 But uh going forward, if you next week, I'll do the teaching on that. But going forward, if you guys can check out DLP and what that means for clientsum reach out to me as well. Uh it's actually one of those pretty important things that AI needs enabled, so that it doesn't pull sensitive documentation. So. Speaker 14 00:19:55 Christy I have a question for you. This is Jason. Yes. Um I'm looking at doing this for Weingart. Uh, do you have kind of a guideline for. Do you have a standard template for sensitivity labels for HIPAA compliant, you know, things that we want to look for? So as I start to plan this, these are things that we should be doing marking these documents as sensitive. Speaker 2 00:20:20 Yes. I'm working on that because Gabby and I are going to be working on DLP for Lear in the next couple of weeks. So I'm building out that template and document not just for Lear, but for a couple of HIPAA compliance as well. Including sharp and ability first. So as soon as I get those finished, I will get that over to everybody. I'll put it in who do. Speaker 14 00:20:42 And then I'm going to be uh, I'm going to have to give them a proposal for the for the for the job. So if you have kind of an SOW that I would give them, you know, We'll just use. I'll use that template send it over. And so once you've developed that, and i don't have to do it right now, butum i want to do it. Maybe after you do ability first or a Lear. Speaker 2 00:21:04 Yes, Actually I am working on that for Sharp, because Sharp needs it before anybody else. So I will get all of that over to you. Speaker 14 00:21:14 Awesome, that makes me happy. Thank you. You are welcome. Speaker 4 00:21:20 Juno, did you have anything? Speaker 15 00:21:23 Yeah, It's for Christy, just a quick one. What do what can since we're going to deploy DLPs? What, can we expect that's going to happen or what's going to be the impact on the service desk or the, you know, the service board? So are we expected to like get like more tickets, like hey email related tickets, that sort of stuff just so that you know, like a heads up for us. Yeah. Speaker 2 00:21:46 So, that's what I'm going to show you guys next week because I'm putting together a playbook for you guys of the common questions that have come over, which is mostly how do I apply sensitivity labels? Um, Two specific documents and you're going to see those come across from any legal team, HR, uh, finance, et cetera. Especially payroll because nobody wants everybody to see everybody's salaries. So uh, you'll see those come through, but I need to get it turned on for a client so that I can properly show you guys how to do it. So I'm going to show everybody that next week. You're not going to expect too much. It's, it's not going to be too bad and it's not scary I promise. So. Speaker 2 00:22:25 Uh, Sharp actually has it turned on already. So okay, good. But today's training is going to be on AI when it's time for that. And so I'll let Ryan have the floor back. Speaker 4 00:22:38 Right back to you for training then. Speaker 2 00:22:41 Okay, uh Good morning. Um A lot of our clients are choosing what uh AI platforms to use. And so we've got a mix coming through of Copilot and Claude. With ones and twos of OpenAI, and so with a lot of Claude and Copilot in OpenAI, they're going to be attaching more and more into Microsoft. And, the security for accounts that are for business accounts is automatically going to turn off sharing. So security is going to be good in that area. A lot of the questions I am seeing come through is how do I secure my own AI that I use personally? Speaker 2 00:23:21 And so those are the questions I am getting asked a lot right now. And the biggest thing is all accounts. So besides your business accounts and your team's accounts, all accounts that are personal within Open AI or Claude or Gemini, You can go into security or privacy settings, and you can tell it to not help improve Open AI or not help improve Claude. The only AI The only AI out there currently, out of the big names, is Grok. Grok you cannot turn off that feature; it's automatically going to share your data. So if you guys get those questions coming through for clients, you can walk them through it. But if they ask about Grok, which we've actually had a couple clients want to know about Grok, It does not allow you to turn off that privacy setting or turn on that privacy setting. So just a heads up; I wanted to mention that. And then lately we've had a lot of people going. Speaker 2 00:24:18 And really looking into Copilot because Copilot is making a lot of changes. So I'm going to share my screen real, quick and I'm going to go over the biggest features right now in Copilot, Just so that you guys can see it because I know it's been a while since a lot of you have seen Copilot. One of the biggest ones in here is going to be Copilot and Outlook where it's going to if it's not turned on for a company, it is going to be turned on eventually. And it's going to allow you to triage email in Outlook. And. So it's going to be one of the biggest time savers on the list. This, as soon as it hits, the news is going to clients are going to start asking for this. But basically, what you can now do is tell Copilot chat in Outlook to do things that you click through manually. So if I wanted to flag every email that Anzor sends to me, all I have to do is ask Copilot flag all un well, first I got a spell. Speaker 2 00:25:16 Like all unread emails from Onsor. And it's going to start doing that. Now, this not, this out, it's still semi-beta but just a heads up. It's going to go in and take a look at them. It found five emails from Onsor, but none of them are currently marked as unread. So good news for Onsor I actually read his emails. But you'll see this go in here. Speaker 2 00:25:46 And, he, it's going to ask you which direction do we want him for him now since there's no emails unread, look for emails from Pete that are unread. So this this the fun I have in the mornings when I come in, because sometimes on tour, he gets a wild hair, especially when he gets excited about uh Claude code. He's just like me and we get very, very excited easily about things like this. So, when I wake up in the morning, and I know he's been awake during the night solving world domination problems that I'm having with my minions, I'm going to instantly check Outlook to see did he send me anything? Is he still excited today as he was yesterday? Nine times out of 10, yes, he is. But usually it's a Teams message I'll get. But honestly you can go in there and you can tell things in here. Speaker 2 00:26:42 You know how to do things. And, this going to be something that I find useful every day, and our clients are going to find useful. So Josh Sims is looking for stuff like this that happens, you know, a lot of our clients are. So just a quick heads up on that. Now, the next thing I want to show you guys, because this a big one too, is in Teams, and Copilot chat is now everywhere in Teams. But one of the features, if they have Copilot that you want to be aware of is the recap function. Words are hard today, guys, bear with me. Your recap function is actually pretty cool. It now automatically with facilitator puts everything into a loop. You also can view recap and bear with me, guys, because I'm going to share my audio. You now have AI summary. Speaker 2 00:27:40 And, there is two parts to this, because uh, my computer decided to die on me in the middle of the training. But you can go in here and now look at video recap. So I'm going to play this. As annoying as I don't like my voice, what's on my screen when I opened Word, So now it has the video recaps, and you can actually send those out. I actually had one client found this very interesting. Um, I did send them a copy of this. So just a quick heads up, it's everywhere in Teams now. Microsoft is really pushing out AI. Um, they can go through, they can do an audio recap and hear the audio recap on it. Um, you can share out things now within certain clients. You can share across different tenancies within Microsoft. Speaker 2 00:28:36 So be aware of this. And if you do still have Copilot, play around with it. If you have clients asking about Copilot, Send them my way because these are new features that are hitting the news soon. I don't want to take up too much time because I know you guys like the Duck Race better than me. Speaker 14 00:28:55 One question about Copilot. So when we purchase the license, you know a company has a license, I think it comes with E 3 is that right? Speaker 14 00:29:06 Do are there guardrails in place to protect company data? So it's not being shared outside? I think is really my main question. Or do we have to does Crimson have to go in and help our client configure that? And if so, are there standards? Speaker 2 00:29:20 So I'm going to open up this is Copilot automatically. I'm going to open this up. If you see the green shield, it's automatically turned on never to share data for Copilot. Okay. Um if they get a business account of OpenAI, Uh, Claude, it's automatically turned for privacy. It's only personal accounts we want to worry about this. Um, What the biggest things are, if you want to protect data within the company is going to be DLP. And turning on DLP. Uh, Hipaa for HIPAA clients, they want to go ahead and turn on uh DLP. They also want to turn on PHI um and different things like that. So those are the things I'm going to get over to you, what that template looks like. But. Speaker 2 00:30:04 In here, it is going to automatically be turned on. Also, guys, by the way, I almost forgot this. Claude is now in chat and it's going to start being default soon. So just a quick heads up for you guys that Claude is now going into Copilot. Speaker 6 00:30:28 And also Copilot license is not included. That's a separate license. You don't get it with E 3. Speaker 2 00:30:38 E 7 is the automatic one, But you can add it on with a$ 30 and it's$ 24 for our nonprofits per month. Speaker 6 00:30:51 Okay, we have four minutes left. Let's keep on rolling. Speaker 4 00:30:54 Awesome Let's move to the Duckies with Christian. Speaker 4 00:31:01 Let me know if you see my screen. Yep. Speaker 3 00:31:05 Perfect, let's start. Speaker 16 00:31:31 Power on, commit and deliver. Always friendly. We do the right thing. Integrity over profit. Exercise extreme ownership in all that we do. Awesome! And example, our security team is driving by doing the right thing, we own our client's safety of work. Tired, tired. Let's see to protect it. Speaker 6 00:32:05 Awesome. You know, best way to say I am so awesome. My team is awesome and I'm awesome. Great job, Sarah here. I love it. You guys do you do do a great job? Thank you Good job Sarah Yeah That's not an easy job Okay. Speaker 4 00:32:21 Next we'll move to two truths and one lie. Speaker 10 00:32:27 It's Jane Yeah It's me. So let's just make it quick. We don't have much time. So first, uh, I have a arachnophobia. Second, I'm not pregnant. And third, I love mountain climbing. So I was able to climb mountains before joining Crimson IT five mountains. So that's it. Speaker 6 00:32:50 What was the first Jane? I didn't get the first one. Speaker 10 00:32:52 I have a arachnophobia. Speaker 6 00:32:54 Oh arachnophobia. Okay, okay, afraid of uh yeah she's not pregnant. Speaker 4 00:32:59 If You think the first one is a lie, which is arachnophobia, the fear of spiders, please raise your hand. Speaker 15 00:33:07 Who else is not pregnant at this point? Oh my god. Speaker 4 00:33:11 Um and now raise your hand if you think or Jane being pregnant is a lie. Speaker 10 00:33:18 No I'm not I'm not pregnant. Speaker 4 00:33:20 Oh the lie is that she's not Are you? Speaker 10 00:33:24 I am not. Let me tell you, Speaker 4 00:33:28 I am not. That's the truth. Speaker 15 00:33:31 Is this a tradition now? Oh my god. Speaker 4 00:33:34 And, then the third one is that she is a hiker, and she has hiked a mountain before coming to join us as an IT team. Speaker 15 00:33:44 I am gagging Awesome, Speaker 4 00:33:46 Go ahead and enlighten us, Jane So the last one is right, The last one is the lie. Great job, everybody. Okay, go ahead and pick somebody for next week. I am not pregnant, okay? Go ahead and pick somebody for next week. Speaker 10 00:34:06 Okay, Maggie. Speaker 4 00:34:09 So it'll be Maggie next week. Speaker 1 00:34:11 Maggie's not pregnant next week, okay? Speaker 9 00:34:17 You have seven days to change that pregnancy, Thank you. Speaker 4 00:34:24 That is ten thirty, everybody. Thank you so much for your time. Oh, sorry, Speaker 6 00:34:28 Go ahead. No, no, I was just going to say where is the HR here? Okay, all right folks, let's make it a great day. Speaker 1 00:34:38 Thanks guys. Thanks everybody have a. Speaker 3 00:34:40 Good one Bye bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=d829e9d1-e0d4-46cb-9d15-091bbaca7d1c&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODY5NzIwNSJ9.CgoKBHNuaWQSAjY0EgsI_J2M0vjHmD8QBRoNMTMuMjIwLjEyNi44MyosdUE0UVh3eVBmSk5tUXZXRnpKMldodS80Z1dnUGhiUXl3RVpWaTdCSTd6Yz0wmgE4AUIQohNJNdOAABCogouKo72s10oQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.nbcye1UifIrdSaQsj-OiTfq1n7xrKFOo1SHz-ewZ1bc&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
07-21 Meeting: Invoice and Billing Process Review	> Date: 2026-07-21 > Location: [Insert Location] > Participants: [Sergio] [Christi] ## Meeting Notes ### Invoice and Billing Process Review - Christi will take on several billing tasks to reduce Sergio's workload. - Crimsons billing is due by the first of the month and will be submitted on time. - After Crimsons, she will complete the AbilityFirst billing. - SCHARP billing is managed weekly. - Christi's administrative team already accesses NetworkSolutions to retrieve invoices. - Invoices for "Denny's" are currently paid by credit card and mailed in; Christi requested to keep this process as is since she already approves them. - Christi will contact Telesystems regarding their invoices. ## Next Arrangements - [ ] Send over relevant documents for Christi to review. - [ ] Clarify the specific information needed from NetworkSolutions; then Christi to obtain it and their invoices. - [ ] Christi to contact Telesystems. ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The specific details of the "Denny's" invoices and why they are sent by Denny were mentioned but not fully clarified. The agreement to "keep it that way" lacks a formal decision record. > 2. The exact nature of the information needed for NetworkSolutions was not specified in the discussion. [EOD sweep 2026-07-27] Short invoice/billing logistics call: Crimson invoice hard deadline (1st), AF invoice after Crimson.	Jul 21, 2026	Speaker 1 00:00:05 Is. No, Speaker 2 00:00:15 Um, you were cutting in and out, but I think I understood for the most part. And then if I get stuck, I can always go back and look at previous ones or just give you a call. Yeah. Speaker 1 00:00:52 Oh. Oh, perfect. Speaker 2 00:00:58 Okay. No worries. Yes. Speaker 2 00:01:30 Mhm. No worries. Yeah, And it's actually the sixth this perfect timing because Crimsons is due by the first, no exceptions. We can't go in after the first. So I'll get Crimsons in and then I'll finish up AbilityFirst. Um SCHARP is every week so. Speaker 2 00:01:58 Just send them over and and I'll log in take a look at everything. And then I'll get you that uh I'll get you that information um for NetworkSolutions I'll get those invoices because I know that my admin team can pull it. Speaker 1 00:02:29 Mhm. If. Speaker 2 00:02:43 Those are getting mailed in, but they're actually being put on the credit card? Uh. Okay. Um. Speaker 2 00:02:58 I believe so. And these are the ones that Denny's sends me, right? Okay. Can we keep it that way? Okay. Yes, so I'm already approving those. Speaker 2 00:03:27 Yeah. Got it. Okay, on those, that's fine. Uh, if we can keep sending them the way we are and then I'll talk to Telesystems. So, all right well hopefully that takes a little bit of load off you. No worries and the admin team, my admin team's already logging into NetworkSolutions to pull that invoice. So. Speaker 2 00:03:59 All right, thanks. I got to jump into another meeting, but thank you. You too. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=722d2ec5-ed0f-43d5-902d-553ec64d5818&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDY3NzY0NCJ9.CgoKBHNuaWQSAjY0EgsIxtWFiILhsz8QBRoMNTQuMTc1LjIwMy41KixTNmNtZFFDUzJuMFpTNE84MnhVYkRDVUl1cVlWQXB5THdoTWhJeWJqL3dZPTCaATgBQhCiKZCZ-eAAAPuutaaVWTnhShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.sKhGNgO68Kihzvow3dTdJkhMRpjbcBM6w8xXuKmQp0U&ApiVersion=2.0	Processed▾	Christi to obtain required information and invoices from NetworkSolutions once requirements are clarifiedSergio to clarify exact information needed from NetworkSolutions before Christi retrieves invoicesSergio to send relevant billing documents to Christi for review+2	✓	Crimson Internal▾	Crimson IT	covered by 881097 (0.07h, ticket 956831)	ticket 956831	2 - Internal Operations/Meeting Recordings & Transcripts/Crimson/Meeting Transcript - 07-21 Crimson Invoice and Billing Process Call.txt	—	✓
04-24 Pulong Lingguhan: Spares Policy, UBI Automation, at Agarang Laptop Procurement para kay Paula	## Impormasyon ng Pulong > Petsa: 2026-04-24 18:36:10 > Lokasyon: [Ilagay ang Lokasyon] > Mga Kalahok: [Speaker 1] [Speaker 2] ## Mga Tala ng Pulong - Patuloy na isyu sa “shit.js” at Sapphire - Binanggit ang paulit-ulit na problema sa paggamit ng “shit.js” para sa photo extraction. - Walang malinaw na desisyon o solusyon na naabot sa isyung ito. - Pagkilala sa mga inisyatiba at posibleng banggit sa call - [Speaker 2] nagbigay ng feedback na “great work” sa mga inisyatiba, kabilang ang gamit ng Claude at monthly computer grant. - Nabanggit ang plano na i-mention ang progreso sa call sa 2026-04-29 (Miércoles) kung papayagan. - Binanggit si Marvin para sa inisyatiba sa pagbawas ng manual work sa computer account, malaking tulong sa admin. - Unified Billing Intake (UBI) at automation ng RMM device count sa ConnectWise Agreements - UBI ay in progress; target na ma-automate ang RMM device count sa susunod na billing cycle. - Tanong kung paano iha-handle ang “spares” sa automation. - Panukalang patakaran sa “spares” mula kay Anzor - Para sa maliliit na kumpanya (~50 devices): 2 libreng spares; ibabawas 2 sa invoicing bilang discount. - Para sa malalaking kliyente (100+ devices): 5 libreng spares; kung lampas, tanungin ang client kung magbabayad o i-remove ang agent/tools. - Kailangan ng sign-off sa finalized process at internal alignment bago implementasyon. - May existing email thread; tatawag pa kina Mike at Pete para ma-relay sa clients at ma-smoothen ang proseso. - Urgent: Laptop para kay Paula (taga-Cavite), start date 2026-05-18 - Lenovo website may additional 1 linggo lead time kapag outside Metro Manila. - Prefer ni Pete na hindi ma-delay; gusto niyang all set ang laptop sa start date. - Option 1: Gumamit ng personal credit card ni Christian at reimbursement; Option 2: Cash advance kung walang budget/credit. - Alternatibo: Bumili sa mall para same-day o mas mabilis kung Lenovo lead time ay matagal. - Inaantay ang confirmation ni Paula sa preferred delivery address. - [Speaker 2] magse-send ng approved specs at amount kay Christian. - Target na ma-deliver bago o sa 2026-05-18; masaya kung ma-deliver sa linggo kapag available. - Misc: Guidance at tooling steps - May usapan sa “artifact,” “device inventory,” at pag-click/pag-select sa system; tila troubleshooting at navigation instructions. - Walang formal na konklusyon; pansamantalang na-interrupt para tawagan si Mike. ## Mga Susunod na Ayos - [ ] Ihanda, i-finalize, at magpa-sign-off sa spares policy (2 free para ~50 devices; 5 free para 100+), kasama ang discount handling sa invoicing. - [ ] Mag-set ng internal alignment call kasama sina Mike at Pete; i-relay ang spares policy sa clients pagkatapos ng sign-off. - [ ] I-design at i-document ang workflow kung paano ibabawas ang free spares sa invoicing (RMM count → Agreement → Invoice). - [ ] I-set up at i-rollout ang automation ng RMM device count sa ConnectWise Agreements para sa susunod na billing cycle; magtalaga ng owner at timeline. - [ ] Kumuha ng confirmation mula kay Paula sa preferred delivery address; magtakda ng cutoff para fallback (mall purchase) kung ma-delay. - [ ] Ipadala kay Christian ang approved laptop specs at amount. - [ ] Mag-check si Christian sa mall by 2026-04-25 para sa mabilis na procurement; mag-decide sa reimbursement o cash advance. - [ ] Siguraduhing ma-deliver ang laptop ni Paula bago o sa 2026-05-18 (ok ang weekend delivery kung available). - [ ] [Ilagay pa] ## Mga Mungkahi ng AI > Mga Mungkahi ng AI > Napansin ng AI ang mga sumusunod na isyung hindi naresolba sa pulong o kulang sa malinaw na action items; paki-bigyan ng pansin: > 1. Hindi pa final ang spares policy at walang nakatalagang responsible owner at due date para sa sign-off at implementation. > 2. Walang dokumentadong proseso kung paano eksaktong ibabawas ang free spares sa invoicing (workflow sa RMM count vs. agreement vs. invoice). > 3. Risk ng delay sa laptop ni Paula kung hindi agad makuha ang delivery address; magtalaga ng cutoff at fallback (mall purchase). > 4. Walang malinaw na timeline at owner para sa UBI automation rollout sa susunod na billing cycle. > 5. Patuloy na isyu sa “shit.js” at Sapphire para sa photo extraction; kailangan ng root-cause analysis at alternatibong solusyon.	Apr 24, 2026	Speaker 1 00:00:01 Using shit.js na naman. Extract photo. Ayun na naman yung magiging problema ata. Speaker 1 00:00:08 Yung Sapphire. Shit.js. Speaker 1 00:00:19 Asin asin. Anna, may balita ka bang dalang April? Speaker 2 00:00:22 Oo, kaya ako nag-join. Speaker 1 00:00:26 Maganda ba yan? Or ano? Speaker 2 00:00:28 First. Great work out. Additional trabaho. Hindi. Minention ko lang, Yung initiative nyo. Lalo na sa'yo, Marvin. Yung sa Claude, And the monthly computer grant. That's so great daw. Ganto-ganyan. So, Okay lang ba? I-mention ko rin to, Sa Wednesday call Next week. Speaker 1 00:00:46 Kikiligid yan, Syempre. I only accept Spot bonus, Ka. Speaker 2 00:00:52 Specify ko ba, During the call? Speaker 2 00:00:56 So, Ayun, Great work daw na Nagkakaroon ng progress, Blah, blah, blah. So, sabi ko, This will really be a big help And yun nga, Sabi ko, Many thanks to Marvin For, you know, Taking the initiative nga, Na malesan yung manual work Natin sa computer account, Kasi yun yung isang mga Major pain ni admin. Speaker 2 00:01:14 And then, Sabi ko din, Ano pa ba? Ah, Yung sa UBI, Yung nabanggit ko sa inyo Ng Unified Billing Intake. Sabi ko, In progress naman din siya. So, hopefully, by next Billing is, yun nga, Ma-automate na yung si RMM device, Count with ConnectWise Agreements. And then, may sinabi, Pala sa akin si Anzor regarding spares Kasi naalala nyo, diba, sabi mo, Christian, Sa spares, nasa RMM pa din. Ang sabi ni Anzor, Kausapin mo sila, Olivia, Speaker 2 00:01:46 Na ganito ang magiging Setup natin for, Any small Um, um, Companies, like let's say may 50 devices sila, 2 lang doon is free for free spare. So, ang mangyayari, ima minus 2 na lang natin sa invoicing kasi lalabas doon, di ba, kung ano yung count sa RMM, yung lalabas sa agreement and sa invoice. So, mag-discount na lang tayo every time ng 2 spares na free. Pag malalaking kliyente, like 100 and up, 5 spares daw ang free. Speaker 2 00:02:20 If mag-exceed doon, Kailangan itanong si client Kung magbabayad ba kayo Or ng additional Or i-remove na lang yung tools natin, Yung agent natin. Speaker 2 00:02:33 So, yun yung sabi ni Anzor. Kasi sabi ko, Nabanggit ko kasi na, Okay, sige, ma-automate nga, Pero paano yung mga spares? Paano ang gagawin natin doon? So, yun namin, sabi na lang niya, Minusan nyo na lang sa ano, Doon sa, I-adjust nyo na lang. Pasign-off mo. Speaker 1 00:02:50 Problema yan. Pasign-off nyo yung process pag na-finalize Para at least, May document kayo. Speaker 2 00:02:57 Mag-cocall pa naman with Mike, Pete, kasi kailangan nila Itong i-relay sa, I-relay nga muna sa, I-relay sa clients Regarding dito. Siyempre, Pag-usapan pa internally. Paano ma-smoothen Out yung process. Hindi naman agad-agad Nating i-implement yan. Pero ayun nga, nagkaroon na ng Email thread Regarding dun sa spares na yan. Para at least, yun nga. And once and for all, Ma-address na rin siya. Speaker 2 00:03:28 And then, Maggie, Christian, kailangan ko ng help nyo With Paula's, Laptop. Kasi Maggie, diba, Yung lead time niya sa Lenovo website, Is pag outside, Metro Manila. Taga-Kavite Kasi siya eh. So, additional one Week. Tama? So, Christian, sabi ni Nabanggit ko kasi na taga-Kavita Si Paula. Taga-Kavita ka din. Baka, sabi niya, Baka pwede mo naman pakiusapan, Si Christian. Either kung may. Speaker 2 00:03:58 Credit card kayo naman. Ano ba nga sabi niya? I don't know if he's willing to do it. Pero sabi ko, I will make him do it. Speaker 2 00:04:09 Sabi ko, I will make him do it. Wala lang choice. Speaker 1 00:04:13 May papogi kayo. Go lang. Speaker 2 00:04:15 So, ayun, sabi ko... Speaker 1 00:04:17 May discard talaga yung gamitin namin. Wala na lang kami panggagamit sa May. Speaker 2 00:04:21 Hindi, wait lang. Ganto lang kasi. Christian! Makinig ka muna kasi. So, eh... Pagkain mo. At ganyan ka rin sa pali. Ba't nabusin mo muna ako? So, eto nga. Eto kasi. Kung meron ka naman daw spare or... Budget for credit card ang gamitin mo, Pwede naman. So, reimbursement na lang. Kung wala, Kailangan magpap-approve tayo Ng cash advance. So, sedis ang, Kakausapin natin. Kung how much? Kasi, tumingin ka na lang, Sa mall para mabilis. Speaker 2 00:04:52 Kasi ayaw ni Pete na Madi-delay na naman. Isa yun sa mga nagpapapiss off, Daw sa kanya. So, ayaw Niya ng Dapat all set na, Sa start date pa lang ni Paula. Speaker 1 00:05:04 Kailan yung start date? Speaker 2 00:05:06 May 18. So, mag-check ka na as early as tomorrow. Speaker 1 00:05:10 Pwede masaya sila kapag ma-deliver na sa linggo. Speaker 2 00:05:13 Oo naman. Sabihan ko na. Speaker 1 00:05:15 Mag-picture pa. Gusto mo mag-picture pa kami? Hindi. Ako na mag-deliver. Speaker 1 00:05:21 Para may proof. May nakakainis, di ba? Yung peace-off pa siya. Hindi naman sa atin yung delay. Speaker 2 00:05:27 Hindi yun. Na-peace-off siya kay Yanis. Eh, si Sharma na nag-order nun. Dahil siya ang may Nagsabi siya na sige ako na order Eh siya lang Nag-handle. So sabi niya, Yun ang gusto lang daw sana niya Pag may mga nag-start is Ma-bigay na agad Yung laptop. Speaker 1 00:05:51 Kailan kung pwede nabigay? Speaker 2 00:05:51 Kasi sa mall na lang tayo lagi, no? Oo, wala talaga. Kasi kung gano'n talaga yun. Speaker 1 00:05:58 Kapag wala dito sa Luzon. Speaker 2 00:05:60 Pero kasi, Mas cheaper syempre dun sa Lenovo, Diba? Pero mag-rebase tayo sa lead time. Kung makikita natin na Same day delivered, Oh, why not, diba? Pero kung talagang matatagalan, And magkakosya ng delay, Eh, Mag-mall na. Doon na lang sa, Ano, Sa mall na lang tayo. Kailan yung, Speaker 1 00:06:18 Kung may 18, Kailan ko siya pwedeng i-deliver? Speaker 2 00:06:22 Pag na, Ano, As early as makuha muna, Inantay lang namin yung Confirmation niya dun sa, Laptop. Preferred niyang delivery address eh. So, hindi ko siya nagre-reply. Speaker 1 00:06:33 Ah, so as soon as Makuha yun. Speaker 1 00:06:37 Send ko sa'yo yung approved, Specs, Christian. At amount. Yun, sige. Yun na lang. Payo mo na. Speaker 1 00:06:50 Asan na? Ah, yun. I-cape mo muna yung Artifact. I-cape mo muna yung artifact. Eto nga, ba? Nasaan yung artifact mo? Eto? Click mo na nga yan! Oo, yung artifact na yun, hindi yan kasi yung... Ay naku... Eto nga, oo, yun nasa chat mo. Sa baba, ayun na. New visitor. Sorry, hindi nga. Ito, device inventory, click and select. Oo nga, ayun naku. Speaker 1 00:07:21 Okay. Sige, yun lang yung ano. Baka ako nalang din. Sa Imus ba siya? Speaker 2 00:07:32 Ano nga, Maggie? Sorry, wait lang. Balikan ko yun. May error ulit. Ayun dyan muna kayo. Call ko lang si Mike. Thanks, guys. Screenshot muna.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=46ce878a-104f-4243-a48b-c8119af5892c&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzIyOTg2NCJ9.CgoKBHNuaWQSAjY0EgsIzvSZnOvxkT8QBRoMMy45NC4xNjguMjQ5Kix6U3I5bHRrU2JRN29mc2NFcUR2NXRwZ09EaVpGKzVFS3JSR3RHTkF0bGFjPTCaATgBQhCiDdHYVwAAEI9upDPnplwRShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.N08DT9jCisQKGN_741gw_apKP9T_18XETH8_IOVPp8w&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
04-28 Empowering Team Self-Sufficiency: A Case of Mistaken Tool Identity and Strategic Mentorship	 ## Core Synopsis A team member required a tool to collect T-shirt sizes for an "Appreciation T-shirts" initiative, but was unable to locate the survey previously created by a colleague named Lorenzo. The initial assumption was that the survey was built in Zoho Desk, but after a screen share, it was identified as a Google Form. The conversation pivoted from searching for an old artifact to empowering the team member to create a new one themselves, a decision that trades a few minutes of direct intervention for long-term team self-sufficiency. This minor operational hiccup reveals a dependency on a single individual for simple tasks and highlights an opportunity to decentralize basic tool proficiency. ## The Problem-Solution Flow ### 1. The Operational Gap A request was made to create a survey to collect T-shirt sizes from users. A team member was struggling to fulfill this, initially searching through email inboxes for a previous example created by another colleague, assuming it was a proprietary or complex tool. ### 2. The Diagnostic & Correction - **Initial Hypothesis**: The original survey was created using Zoho Desk. - **Correction**: Upon screen sharing, the survey was immediately identified as a standard Google Form. - **Root Cause**: The team member lacked familiarity with common, free-to-use form-building tools, leading to unnecessary search and dependency. ### 3. The Strategic Response: Teach vs. Do The immediate choice was between the lead creating the form for the team member (a quick fix) or teaching the team member how to do it. The lead chose the latter, directing the team member to Google Forms and explaining its similarity to Microsoft Forms. This decision prioritizes capability-building over task completion, aiming to make the team's "lives a whole lot easier" in the future by fostering independence. ## Next Move **@Speaker 1's Colleague** - [ ] Create the T-shirt size survey using Google Forms - [TBD] - [ ] Send the form to the appropriate users - [TBD] - [ ] Get back to Speaker 1 with an update - [TBD]	Apr 28, 2026	Speaker 1 00:00:03 The song was written by the band's frontman, Chris Martin. Hi, how are you doing? Hello. Hey, how are you not? I uh yeah today. So, you want to create things. I want to help you create things. So they're creating some kind of survey, right? You got shorts on speaker. Tom? Okay, so you want to create a survey. Yep. Cause they're trying to create, They're trying to collect the information from the users about what size shirt they wear. Oh, that's an easy one. Okay. Here is my opinion. Here it is right here. Yeah, yeah. Let's. Speaker 1 00:01:02 Let's do this. Read some poems. Someone feel someone. I think this was a Lorenzo one that he made. Yeah. You made it with Zoho Desk from what I from what I can see. Uh, this one right here? I can't see your screen. You can't see my screen? Why can't you see my screen? Um, hold on. There it is. Okay, uh, what does it say? Let's get you fitted. Yeah, there it is. Yeah, that's a that's That's Google Forms. Oh, appreciation T-shirts. Yeah. So he made this in Google Forms, but you can do the exact same thing. So you're just going to go to Google Forms. And you're going to create a blank form or take any one of these templates. And um. You can go in here and just. Speaker 1 00:02:00 Make it into a form and have it sent. To you, or to whomever. Yeah. Uh, can can we get her on a call? Yeah, I can. I can call her. Can you call her and then, well, let's do this. Send her a Teams invite meeting for right now. See if she can jump on that for us, and I'll walk her through how to do it. I'll walk her through how to create it. Oh, oh okay. Um, hang on just a minute. Unless you unless you want to, uh teach her or figure it out yourself and then go. Yeah, I was I was just gonna create it for her, but um, I can I can um, I know you're busy. So I could show her how to do it. Yeah. Speaker 1 00:02:58 Go for it. Play around in it. It's just like Microsoft Forms, so and they can yeah, It's going to make their lives a whole lot easier if they do it themselves. All right. Yeah, that's true. Yeah. All right. Okay. I'll go and jump on it right now. All right, sorry, I looked all in his inbox and mine and nothing. Yeah, I figured it was something that he did some other way. Yeah. Speaker 1 00:03:28 Okay, cool. I'll talk to you guys later. Anything else that you guys need from me? I'd rather work on your stuff and. The mountain of things that's in my task list. Okay, no problem. Um, have you guys seen my new task list? It is crazy. No, I haven't looked at it. Yeah, I'm sure he's been in it. I work on. I looked at it this morning, and there was a hundred and there's my task list. Now, some of this is completed. And it just keeps going. But it's only a few that's in yellow that say completed. There's a lot of stuff pending. Yeah, don't remind me. Alright, well, I'll show her and then um I'll get back to you. Okay, awesome. Bye. Alright. Thanks. Speaker 1 00:04:26 Okay.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=dbd6cbc2-e07f-498a-9d5e-3e59b49139f8&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzQxNTM3NCJ9.CgoKBHNuaWQSAjY0EgsIhJqB5ejdkj8QBRoOMTguMjEzLjIxOC4xNTgqLGYvSnZvbTE5N0NtYjZqK29KTjZYOFZ6UlE1WVhCQjRwMFA1ZDRUUzZSOUU9MJoBOAFCEKIOgsLUcAAQj26qCjUcb71KEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.AmBuxqI5aNxL-VAdInSsWrye7yovtAuTOVznZ8l66S0&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
04-21 Procurement of High-Performance Cloud PC License Blocked by Purchasing Model Uncertainty	## Core Synopsis A request has been initiated to procure a new, higher-specification Cloud PC license to support a specific user need. The procurement process is currently blocked pending clarification on the vendor's purchasing model. The team is trying to determine if it's possible to acquire a single, high-performance license ($133/month) on a month-to-month basis, diverging from a potential annual commitment model associated with existing, lower-tier licenses ($66/month). The immediate goal is to enable rapid, flexible provisioning without getting locked into a long-term contract for a single-user requirement. ## Procurement Request: High-Performance Cloud PC ### 1. The Need (Problem) A user or project requires computing resources exceeding the current standard Cloud PC license. A more powerful configuration is needed to proceed. ### 2. The Solution (Options) The team has identified two distinct license tiers for Cloud PCs: - **Standard Tier (Existing)**: - **Specs**: Not explicitly stated, but inferred as lower than the requested tier (Anzor mentions "8 CPUs" for the new one, implying the old one is less). The transcript notes "those licenses are for CPUs," then provides specs for the existing plan: 16 GB RAM, 128 GB storage. The CPU count is ambiguous but the request for "8 CPUs" for the new plan clarifies the upgrade. - **Cost**: $66/month. - **Performance Tier (Proposed)**: - **Specs**: 8 CPUs, 32 GB RAM, 128 GB storage. - **Cost**: $133/month. ### 3. The Blocker (Dilemma) The primary uncertainty is the purchasing model. The requester needs to know if the desired $133 Performance Tier license can be purchased on a flexible, month-to-month basis. This contrasts with a potential annual commitment which might be the default for the existing licenses. The objective is to acquire just one license for immediate assignment without a long-term financial obligation. ## Next Move **@April**: - [ ] Investigate and confirm if the $133 Cloud PC license (8 CPUs, 32 GB RAM) can be purchased on a month-to-month basis - [TBD] - [ ] Report findings back to Anzor - [TBD]	Apr 21, 2026	Speaker 1 00:00:00 Hi, Andor. April. Yep. Hey, So um we need to buy. Um can you find out? Um there is a cloud PC license that we can buy for intranet I think they have bunch of them uh already. And I think those licenses are for CPUs. Sixteen gig of RAM, hundred twenty eight gigabyte um storage. Okay. Uh, we want and it costs sixty six dollars. Mhm. We want to uh have at least one license, And I need to know is this month to month? Or is that like an annual purchase Like? Ideally, we could get one month to month for. Speaker 1 00:00:58 A computer that run for um thirty two gig of RAM, eight CPUs, hundred twenty eight gigabytes. It's a hundred thirty three dollar plan. Can we get one license on a monthly basis? Uh so I can assign it to the account. Monthly basis okay I'll go ahead and check and we'll let you know. You are the best thank you. Okay. Thanks, Azar. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=821796da-dd74-4db5-a891-8f15d70ba857&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NjkwMzc0MCJ9.CgoKBHNuaWQSAjY0EgsI8J_UjIG0kD8QBRoMMTAwLjI5LjE1LjkyKixyejI2RHdOSGlhd0dYdkcxT21odVZTckNCMDY1dVVDdnlTZm11YzNhVTlnPTCaATgBQhCiDJrUSEAAEIWJX2eOCWblShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB._v94mt6wCqyQKc2dxOyeEcFf6ikYwTnR9PP3yIMbv20&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
04-16 Weekly Meeting: New Triage System Go-Live Decision	> Date: 2026-04-16 16:28:35 > Location: [Insert Location] > Participants: [Olivia] [Sergio] [Pete] [Anzor] [Speaker 5] ### Meeting Notes #### **Update on a Support Request from Sam Eldridge** - Olivia reported that Sam Eldridge said Claude was "missing" from a computer and needed it re-downloaded. - The team was already addressing it, but the response took nine minutes. - This delay was noted because Sam typically escalates to the next person if she doesn't receive a response within five minutes. - The team also noted that Minty, who usually handles these emails, is on vacation. #### **Overview and Go-Live Decision for the New Triage System** - Pete convened the meeting to review the new triage system and set a launch date. - Anzor outlined the current two-step ticket assignment process: Triage and Dispatch. - New tickets from help@crimsonit.com go to the "triage" board. - The "Thread" application currently assigns priority, type, and status. - A separate application, "Smart Dispatch," then assigns the pre-processed ticket to a technician. - The new application developed by Anzor and Christy will replace Thread. - It uses rule-based logic and AI to triage tickets more effectively. - It has been running in shadow mode with better results than Thread, reducing manual touchpoints. - Anzor confirmed multiple fallback plans. The new system can be disabled with a flip of a switch, and Sue and Olivia can manually monitor the queue if needed. #### **New Triage System Features and Launch Plan** - The new system includes enhanced rules based on feedback from Anton. - Rules can be set based on subject line, company, or sender. - Conditions can be stacked (e.g., if sender is X AND company is Y). - Anzor is still completing the production view for the dispatcher, but the core logic is ready. - The team discussed launch timing: today, tomorrow, or Monday. - Launching today at 5:00 PM was preferred to avoid weekend ticket buildup and Monday’s high volume. - This timing lets Anzor troubleshoot issues without impacting production hours. - **Conclusion**: The team agreed to launch the new triage system today at 5:00 PM. ### Next Arrangements - [ ] Anzor will launch the new system at 5:00 PM. - [ ] Olivia will show Anzor how to turn Thread on and off before she leaves. - [ ] Confirm whether Olivia or Sue will stay online with Anzor to monitor the launch. - [ ] The designated person (Olivia or Sue) will monitor the system with Anzor from 5:00 PM to 7:00 PM to ensure it works correctly. - [ ] Jason will send a test ticket for a "door replacement" for Weingart after launch to validate handling. - [ ] Anzor will meet Jason tomorrow morning at HQ to discuss Jason’s specific use cases for the new system. ### AI Suggestions > **AI Suggestions** > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The meeting ended with either Olivia or Sue assisting with monitoring, but it was not decided who. Confirm this before the 5:00 PM launch. > 2. Anzor noted the "production view is still not done." The impact of this incomplete UI on dispatcher workflows post-launch was not discussed.	Apr 16, 2026	Speaker 1 00:00:28 Afternoon. Hey guys. Hi. Hi, Chris, if Sam reached out to you, did she? Speaker 1 00:00:37 Which Sam? Sam Eldridge, Sam. Uh, I've not seen. Speaker 2 00:00:44 An email from her. Speaker 1 00:00:46 Okay, well just in case she did, we're already on top of it. But, you know, if she doesn't get a response within five minutes, What's going on? Goes to the next person. I was just saying if if Sam reaches out to you, we're already working on it on her request. Okay F Y I. Speaker 3 00:01:07 Who's Sam? Speaker 1 00:01:08 From Eldridge. Speaker 3 00:01:10 What's her request? Speaker 1 00:01:13 Claude went missing from somebody's computer, is what she says. So she needs Claude downloaded. But if I don't, if we don't respond within five minutes, she'll go to Christie. So that's why I was telling Chris it took us nine minutes to respond. Speaker 3 00:01:31 So ridiculous they are that they are so Eldridge, They're so ridiculous. It is ridiculous. And Paul, and you know what? Then Paul will email me and say, It took five minutes for somebody to respond, and we need we need a backup. Speaker 4 00:01:48 Yep. Is that why I was because Minty is out? Speaker 1 00:01:53 Yeah, yeah. Yeah, Anser used to get the emails about me. So if I didn't respond. Speaker 4 00:01:59 So yeah yeah yeah. Yeah. Ohum Minty is a lifesaver. Yeah. Speaker 1 00:02:05 Yeah, I'm like, please come back. Speaker 4 00:02:07 We should tell her she can't take vacations anymore. Speaker 1 00:02:10 We say that every year and then we still allow her to go on vacation. Speaker 4 00:02:14 I know. I know. All right. Okay, soum yeah, I i'm not sure if Anton is going to join. I did talk to him uh was he invited? Is he? Yeah Oh there he is. Speaker 3 00:02:32 There's the man with the plan Perfect. Speaker 4 00:02:35 Okay, so Pete, you called the meeting. How do you want to run it? Speaker 3 00:02:41 I just wanted you to be able to show or tell quickly what the what the triage was going to do for people like Jason. Since you've already talked to Anton, I guess you don't really have to tell him. So maybe just briefly tell Jason what it's going to do. And then we can say, are we do we want to turn it on tomorrow? Do we want to turn it on tonight? Do, we want to turn it on Monday or I found out because you've already. This morning, I didn't know what it was. Jason didn't know what it was. Anton didn't know what it was. I know now. Anton knows now. Jason, I don't know if he knows, But since it's not actually assigning it and put, i mean, since it's not putting it on the calendars, That makes me feel about better about it. So i am i am. I am good with it. Whenever everybody else is good with it. So yeah, Speaker 4 00:03:26 So so let me just uh jason. Um i think everyone else aware, but you so we have uh. Two step process for tickets to get assigned. One is triage, one is dispatch, right? You start triaging the ticket. So the ticket whenever people send an email and ask for help when they go help at crimsonit dot com goes to the board called triage at crimsonit dot com. Right I mean help at crimsonit dot com goes to board called triage, makes sense. Yes Okay. Speaker 4 00:03:60 Currently, We have a product called um thread that checks that board. And when it sees a new ticket, it goes through a set of steps to process it. Meaning, it assigns priority, it assigns the board um type subtype and item. And changes status to pre-process from new. Okay. Past that point there is a different application. Speaker 4 00:04:30 That Christie wrote that called Smart Dispatch that then would take the preprocessed ticket and would assign it to the technicians. So, so that part, The smart dispatch part is very important because if the ticket is assigned at the wrong time, it has a major impact. I mean all of it is important, but I am only concentrating on uh triage portion today. Right? So Application that I've rolled with Christy effectively replaces the thread, right? So it's going to go into that board, read the ticket, use set of rules. If there are no rules that are matching, Then it uses AI to process the ticket and do the assignment and then put it in a pre- process state and be done with it. So theoretically, it's a very small impact, right? A. Speaker 4 00:05:29 We can, if something goes wrong, we can disable it and just run thread back and that's it. Right? It's a flip of the switch to enable or disable. And even if both applications were not working, Sue and Olivia could monitor the queue and just do the assignment like they did in the past. Right? So we have multiple fallback plans. So that's why we feel comfortable, um, effectively pushing. I feel comfortable. We were running this for a few days, and we were comparing results, and the results are very promising. They're actually way better than what Thread does. So it reduces amount of touch points that we need to do because the system does the triaging better. Speaker 4 00:06:22 I also took some feedback from Antoine and completely changing the not the logic, but I added currently the rule set logic only allowed for the keywords. Per his feedback, I've added. Now you can say if subject line X do X Y and Z, if the company is X do X Y and Z, if the sender is X, do X Y and Z and you can stack them. You can say If sender and a company, then that right. So just improved on the logic of rule routing. So I need a green light to move forward. And realistically what that means, once we turn this thing on. Speaker 4 00:07:16 We're just gonna monitor for a couple of hours and make sure that whatever it did, it did the right job. Okay. I can tell you that right now as we speak, okay, this thing is actually still processing a code to properly display the tickets, right? Because what was in place before, which was for the shadow mode where it was learning. I'm now replacing with a production view. And that production view is still not done. Okay, so the logic and everything still stays the same, but the view that dispatcher will use is changing. So ultimately, we need to decide if we want to pull the trigger today or tomorrow, right? Or Monday. There is no rush, but I do want to. Speaker 4 00:08:14 At least give it a shot. I mean, technically we could try it. If we see something wrong, just shut it down, continue troubleshooting and we'll pick up tomorrow. Any concerns? Any issues? Speaker 3 00:08:29 I guess my only question is if we turn it on now, who's monitoring it? Speaker 4 00:08:34 Well, we would need yeah yeah so the point is for next couple of hours, Right, I would want to make sure that either Olivia or Sue are online with me. Right, or Chris. Right, like I mean one of the okay not Chris so really not Chris right? Speaker 3 00:08:55 Chris is off tomorrow so well, Speaker 4 00:08:57 And in reality, she's not a dispatcher, right? So she doesn't she she hasn't been doing this for a while. So we would just need one of these two girls to stay with me, And ensure that the tickets are assigning properly and it's working and it's in CW, and we're not seeing issues. So I'm thinking we're going to launch it at five, and we will also send couple of test tickets that we can test with, right? And then whatever comes in, um, and by if we start at five by seven will be done. So it'll be an overtime for all ladies. Speaker 3 00:09:32 So is it better to do that now? Is it better to do that tomorrow at nine? Nine or ten o'clock in the morning. No, Speaker 4 00:09:37 No, no. If we're going to do it, I would totally do it now because if we run into issues, I can keep working on this and not impact production. Speaker 1 00:09:47 I'd also rather do it either now or like mid next week, becauseum I don't want a bunch of tickets to build up over the weekend. And then you know, we're so backed up and Mondays are so busy that I don't want to do it on Monday. Speaker 4 00:10:01 Yeah yeah So so I think, Okay, then we're I think on the same page, right? Um, so who's going to stay with me? Uh, Olivia or Sue. Speaker 1 00:10:12 I can stay with you. I can stay as well. Okay, so I'll talk to you and we'll decide at once. Speaker 4 00:10:19 Well, I would say, why don't you girls talk between each other and then tell me who's staying? Sounds good. Okay. Speaker 5 00:10:27 Now Andre, i have a i have a i have a test case. Uh we have we have a door that needs to be replaced or a door. You know, a big nest site for Weingart. I can, um, I can open up the ticket from my side and uh or send an email, right? You want me to send an email and then see how it behaves? Speaker 4 00:10:49 Well not yet. We need to launch it first, right? But in reality, yeah yeah, it's totally. You know, there are all kind of use cases, and we can try that. Um, I would want to show you the settings that we have, uh, and walk you through the setup. Um, if you want to understand it better. Um, just so you'd understand the logic and then you could tell me hey, You know, it would be nice to have this uh set of rules for my use cases, and we can put it together. Yeah. All right. Awesome. So. Speaker 4 00:11:32 If you guys are okay, Then our plan is for girls to connect, and just let me know at five o'clock. We'll do that, right? And Olivia, if it's not you, Then you and I need to connect because I want to understand where in thread I turn it off. Speaker 1 00:11:50 I was just going to say yeah. Do you want me to turn it off on tour? Speaker 4 00:11:53 No, I want you to teach me how to turn it off. So I can do it on and off if I need to. Okay. I mean, I obviously know. I'm sure I can figure this out by now, but still, I wanna. I've seen this stuff. Yeah. But let's just if at 4:50, right? You need to connect with me to show me or you know before you leave basically. Yeah Okay so let's do this Let's do this We'll see how it goes, and then Jason tomorrow I can connect with you, and then we'll go over your use cases. Speaker 5 00:12:29 Yeah, I'll be there in the morning over at HQ. So are you going to be in the office tomorrow? Yes. Okay, I'll be there in the morning. Speaker 4 00:12:37 Awesome. All right, it's very exciting. Speaker 1 00:12:43 Great work on Zor. Speaker 4 00:12:45 Well, don't say it just yet, baby Let's not jinx it Okay All right folks this is amazing It's exciting, Okay, so hold on, hold on, hold on. Before you go, I'm actually going to do a print screen of us because this a magical moment. This a magical moment. This the launch of Smart Dispatch or C-BOS Triage. Okay. Triage launch. Okay. All right. Speaker 4 00:13:23 So uh thank you everyone. We will keep you guys posted. Speaker 3 00:13:27 All right. Thanks guys. Thank you. Thank you, Speaker 4 00:13:29 Bye guys.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=1732b98f-af22-4fcf-a961-07d28f6ec00f&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NjM4NjY0NSJ9.CgoKBHNuaWQSAjY0EgsIrL_QwYKHjj8QBRoNMTguMjA5LjExMC43OCosKzYzQ3pPNjBsTkFpWEs1cHh1b2JmeDY0ZFppYU42MFlZK3NDSDNXaWp5QT0wmgE4AUIQogqtsFeAABCPe2qpF-88DUoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.Nj3XbQU_H0NJxdSIdXfy4dO6m2UYjw12caJnaaLMucM&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
05-29 Consultation: VoIP Solutions Evaluation - Verizon One Talk & Teams Integration	Date & Time: 2026-05-29 14:09:23 Location: [Insert Location] Customer: [Insert Customer] ## Overview This consultation focused on evaluating new VoIP solutions to replace the client’s fragmented and costly communication systems. Representatives Christy and Michuan are assessing Verizon One Talk and a Teams-integrated calling solution as alternatives to their current mix of Blue Wave landlines, Verizon cell phones, and inconsistent Teams usage. Primary drivers are cost savings and a unified, streamlined platform. Pricing and customer service are key decision factors. The client requires quotes for approximately 50 users for both options to present to their IT committee and executive leadership. ## Background The organization is using a fragmented communication system: Blue Wave landlines, Verizon cell phones, and uneven Microsoft Teams adoption. This causes inefficiencies and lack of streamlined communication across sites. Amid a strategic expense review, cost is a major consideration. They aim to choose a new platform within the next year, ideally by year-end, and are evaluating multiple vendors with a preliminary estimate of 50 lines. ## Pain Points The primary pain point is the fragmented communication system across the organization caused by multiple, disconnected platforms. - Problem Statement: Staff use a mix of Blue Wave landlines, personal/company Verizon cell phones, and Microsoft Teams (with inconsistent adoption), making it difficult to connect efficiently. - Impact: A disjointed environment hinders seamless interaction across sites and complicates processes like transferring calls between locations. - Current Situation: A patchwork of technologies without a unified directory or standard method for communication, requiring staff to know which platform to use for each person. - Stakeholders: All staff are affected, as well as IT and leadership teams focused on streamlining operations and reducing costs. A secondary but significant pain point is high operational cost, under review for financial prudence. - Problem Statement: The current mix of services is perceived as costly; the organization is seeking cost savings. - Impact: High costs strain the budget during a strategic plan reassessment of expenditures. - Context: As part of their strategic plan process, they are reviewing all expenses to ensure they make sense. - Stakeholders: Executive leadership and finance drive the cost-reduction initiative. ## Expectations The client expects detailed, competitive pricing for two VoIP solutions to support evaluation by the IT committee and executive leadership. - Specific Goals: Clear quotes for: 1. Verizon One Talk for approximately 50 users. 2. Microsoft Teams–integrated calling, with Verizon-specific costs (e.g., $4 per line). - Timeframe: Information needed to support a decision by year-end. - Success Metrics: Clear, comprehensive quotes enabling an apples-to-apples comparison with other vendors. - Stakeholders: Christy will receive the quotes and present them to the IT committee and executive leadership. The client also expects excellent customer service and support from the selected vendor, alongside competitive pricing. - Specific Goals: Reliable support with local contacts, national teams, a dedicated onboarding/lifetime support partner, a self-service portal, ticketing, and one-on-one support options. - Resources Required: Verizon to provide local contacts (Ryan, Gloria), national support, a self-service portal, and a third-party onboarding/support partner. - Success Metrics: Satisfaction with support responsiveness and effectiveness. - Stakeholders: All users, particularly administrators like Christy. ## Other Information Summary - The organization qualifies for Verizon’s third pricing tier (50+ users), offering better rates than standard online pricing. - As a nonprofit, they likely receive special Microsoft licensing pricing (e.g., E5) that includes Teams Phone features; Christy understands Microsoft-side costs. - For Teams integration, users must have a Verizon phone number; cost is $4 per line to push the number to Teams. - One Talk phones can be LTE-connected, maintaining service with battery backup during internet or power outages. - New phone hardware is available on a 36-month repayment model with no upfront cost, bundled into the per-user monthly fee. - The client may need to increase the phone order (e.g., by 20–30 units) due to hiring and low inventory. Verizon can ship devices and suspend service with no billing for up to six months, allowing activation when needed. - Verizon has a discretionary incentive budget that refreshes monthly. If the client provides a final phone count by the first week of the month, the consultant can attempt to secure additional per-line funding. ## To-Do List - [ ] Send Christy a quote for 50 users on Verizon One Talk. (Assigned to: Speaker 1/Gloria) - [ ] Send Christy a quote detailing Verizon costs for the Teams-integrated solution for 50 users ($4/line). (Assigned to: Speaker 1/Gloria) - [ ] Email Christy a list of active device payments and upgrade eligibility dates, explicitly stating these are device payments, not service contracts. (Assigned to: Gloria) - [ ] Schedule and attend an on-site meeting with treats on Thursday, June 4, 2026, around 10:30–11:00 AM. (Assigned to: Gloria) - [ ] Send an introductory email to Onsor, owner of Crimson, early next week to explore partnership opportunities. (Assigned to: Speaker 5) ## AI Suggestions The AI identifies the biggest pain point as the fragmented and inefficient communication system. Consider: 1. Lead with the One Talk LTE Phone Solution: Emphasize how LTE-connected desk phones unify communications and provide resilience during internet/power outages—an advantage over a purely Teams-based solution. Position this as the most direct path to a streamlined experience. 2. Create a Phased Migration Plan: Pilot with 10–15 users at a key site to showcase ease of use, call transferring, and a unified directory before a full 50+ user rollout, reducing risk. 3. Develop a Hybrid “Best of Both Worlds” Proposal: Use One Talk as the core voice platform for reliability (LTE backup) while enabling Teams for users who prefer that interface, centralizing calling on Verizon’s network. 4. Highlight the “White-Glove” Support Model: Since support is critical, promote the included onboarding and lifetime support partner to reduce IT burden, contrasting with the more self-managed nature of a pure Microsoft Teams environment.	May 29, 2026	Speaker 1 00:00:02 Three VoIP product on the table as well. Speaker 2 00:00:09 Sorry, my my team's just decided to crash on me all of a sudden. So I do apologize for that. It was the most random time for it just to shut down. Speaker 1 00:00:20 No worries, how much did you hear? Speaker 2 00:00:22 I I was only out of the conversation for maybe sixty seconds tops, just long enough to restart Teams. Speaker 2 00:00:32 But when I dropped, we were on this page. Speaker 1 00:00:35 Okay. Do you know the organization's end goal for where they make their calls? Is it a separate VoIP product? Or is it a Teams calling environment still or have they made that choice? Speaker 2 00:00:52 We haven't made that choice yet. Speaker 1 00:00:56 So being outside of Teams is now, Available and an option. Speaker 2 00:01:03 We're looking at all the options, So depending on what we what we decide as an organization, which way we're going to go, um, We're just going to look at everything as holistically as possible to see what is our best options. Speaker 1 00:01:19 Okay. I'll start at the top. I'm not sure what you heard. We do have both options a environment that is uh teams calling, And then we have our native product that we usually start in, which is Verizon One Talk. The endpoint environment within One Talk can vary. It can be a desk phone, it can be a PC app, it can be a mobile app. And that mobile app can be on a smartphone, it can be on tablet, you know any Wi Fi device. How familiar are you with Verizon's One Talk product? Speaker 2 00:01:55 Pretty pretty familiar. Speaker 1 00:01:57 Unfamiliar or have you seen a a demonstration before? Speaker 2 00:02:01 I've seen three demonstrations at this time. Um, Speaker 3 00:02:05 I don't know Chris, uh if you're talking, you're on mute. But for me, I'm I'm not familiar. Speaker 2 00:02:11 And I'm a little bit more familiar. I've had about three demos and looked into it deeply for someone else. So but let's go through this from a chance. Speaker 1 00:02:22 Sure. How long ago Christy did you look at the system? Speaker 1 00:02:27 Four months ago. Okay, somewhere recently. Was it me or someone else? I don't think it was me. Speaker 2 00:02:34 It was not you, it was someone else. It was for a different client in the Willowbrook area. Speaker 1 00:02:40 Okay, So how we build the product and this is a cloud hosted Verizon network core product, so just like any other call, it lives within Verizon's core. Like I said your endpoint can vary, And that can be a choice by person. Has all standard VoIP features built into it, where you can have an auto attendant, "Thank you for calling, press one through nine," or you can have live answer and choose who's answering. We call that hunt group. We don't charge for hunt group functionality ;. It's a we just consider that call flow or call design, where if you choose what style your group is ringing in, typically an office will have. Speaker 1 00:03:26 Five phones rang at the same time. Whoever gets to it first, we call that simultaneous. And you can also set a hierarchy where Bill's called first, then Sally, then Jim, ultimately going down a hop. We also have call queueing capabilities where, if you want three people to answer the call and then stack calls up if all three people are busy, we also have that functionality. Why Verizon got into VoIP? Ten years ago was because VoIP was becoming more mobile focused, where you wanted to be out in the field, Incorporate users away from a desk phone that would tether them to a single location. And. So we have an application that ties to the same number that the desk phone is in, So that it mimics and maintains the same rules of the desk phone does just on your mobile. Speaker 1 00:04:25 From there, you can enable call forwarding, do not disturb if you're away from the office, and also retrieve your desk phone's voicemails. Because we're a mobile operator, we also enabled standard text messaging capabilities within the application. So from your desk or from your mobile now you can enable and have text message conversations from your work number. Bashan I think I heard you maybe wanted to say something? Speaker 1 00:04:57 Maybe not. Any questions from either of you? Thank you. Speaker 3 00:04:60 That was helpful. Speaker 1 00:05:02 Any questions so far? Okay, we also have voicemail to email functionality. This is built in at no cost, so the audio file will be sent to two email addresses. Of course, one of those emails can be a distro, so if you want to share voicemails with a large group, that's easy. Reporting and analytics is available, Available to dive into answer rates, call rates. And all that's built within the Verizon One Talk portal. This, Kristy, you would have access to. The organization would also have access to it. But, we also partner with a onboarding and lifetime support partner of Verizon's as well. We pay for their services. Speaker 1 00:05:53 We have them set up the portal for you, configure it, train you as admin and provide ongoing support. So if you don't want to pop into the portal in the future, say you're adding employees and you got two new phones. You can say, hey, these two new phones need to be assigned to this user at this extension. Here's their work email. They'll configure those users into your portal and make those changes. For you in the future as well. Big difference in Christie, This why I asked how recently you saw this platform, is that we've also developed LTE connected desk phones. We're the only VoIP provider to have this functionality built within desk phones. This a difference maker for us because it makes setup of the desk phones really easy. All the. Speaker 1 00:06:51 All we do is ask you to, unbox them and plug them into the wall for power, and they start functioning. They receive their phone call service off of our LTE cellular service, just like your cell phones do. Okay. What that also gives you is uh failover or continuity if your office in a typical VoIP product loses internet, you also lose your phones because your. Phones run over your office internet. With this, even if you lose office internet or power, this device has battery backup and cellular, so it will continue to function even if you all lose internet. This bottom device is a little cheaper because it doesn't have a battery. It's also not a touchscreen. This is a little bit larger of a screen and touchscreen. Speaker 1 00:07:48 When you onboard with us, we don't require any upfront cost or buy in to the platform. The phones, Just like your cell phones. Our discussion previously are on a repayment model over thirty six months. So, you are not tied to a service contract. T here is nothing due up front. ; everything's built into the monthly service for each user. Uh, As we get into the details, we can migrate any fax services, any toll free, integrate alarm services or or like a door panel call box, anything that you all might have. And if you have any overhead speakers for emergencies or all calls, we can integrate into those as well. Speaker 1 00:08:41 That's the platform in a nutshell. As you get more serious looking into different platforms, I have a unified communications specialist that sits behind me that supports the whole market. They can log into the portal, show you things in more detail, show you the admin console if you're interested as you're evaluating different providers. When is the organization looking to move? Off of the current platform. Um, Speaker 3 00:09:17 I think we started. You go, Kristen. Speaker 2 00:09:19 No, I was going to say within the next year by the end of year. Hopefully. Speaker 1 00:09:25 And are you moving as a cost savings? Is there some unhappiness with the system that you have today? I know the previous employees they were a little unhappy. I think we had quoted you as a complete migration and found cost savings, but what's the driving factor now? Speaker 3 00:09:51 I'd say the driving. Oh, go ahead. No, Speaker 2 00:09:53 I was gonna. I was probably gonna say what you were gonna say. Go ahead. Speaker 3 00:09:57 It's. I think it's both the cost. And as right now, the fragmented there is like a fragmented system. So we want a better, more streamlined way to engage. For staff to be able to engage and connect with each other, but it also costs is huge in what we are, you know, doing from a strategic plan process. We're really looking at all of our expenses and making sure it makes the right set, you know, makes sense for us. Speaker 1 00:10:26 So tell me more about the fragmented communication style that you have today. What are some of the common issues? Speaker 3 00:10:35 Between having the blue wave land like the phones and blue waves set for the centers, and then a number of us being on Verizon cell phones, and some of us having Teams, And some of us not having Teams. It's it's that that we're trying to true up. We have some other more urgent things to address, but you know staff for us. Chris, is there anything you want to add? Speaker 2 00:10:57 No, I would say you hit everything I was going to say. Okay. Speaker 1 00:11:05 Um. We can. Provide a quote independent of your current services, uh. If, you want to provide a current bill, and we can look at apples and give you our apples, uh. Our price is set per user. We're not going to change our rate based off of what rate you're paying, But do you know how many users you're looking at that would be a part of the platform? Speaker 2 00:11:33 Not yet. Um, I would say probably at this moment, I would plan on fifty lines just to cover some essential services at each of the sites. But right now we don't have an exact. So, what I was going to ask Gloria was to get me pricing if we did the Teams version, and then to get me pricing for the VoIP per user. And, then that way we can take a look at all of this combined because um we like I said we are going to be evaluating. Quite a few different vendors and quite a few different solutions. Um, but right now mainly what we're looking at is pricing. Speaker 1 00:12:11 Okay. As you're looking at different vendors and solutions, What are some of the key things that you're looking for to make that decision? Speaker 2 00:12:21 Uh, I'll be honest, pricing and customer service. Speaker 1 00:12:27 Okay. Easy enough. I, Feel pretty confident we can beat your current pricing. The fragmentation that you're speaking of, our platform because it is network based solves for all that. You know this platform because it's just internet and cellular based, you place this phone anywhere. You can internally reach each other by extension, uh transfer calls very easily between sites. Okay. Speaker 1 00:13:00 It, it doesn't there's no product or system that lives on site that moves calls between uh locations or like is the brains of the platform all that's within Verizon's network core, so makes mobility and fragmentation. Speaker 3 00:13:21 Yeah isum well I think for us being, you know, pricing and and then customer service being part of it. Um. I think on the presence side, if you could share, you know, if Gloria can get that information to Chris Beary, very helpful too. As we're assessing, we have a huge project going on right now. So uh we'll need to finish that up. But, as we begin to look at it with our, you know, I T committee as well as the executive leadership team um I'd like to be able to have that information in front of us. So we can make a very, you know. Speaker 3 00:13:58 Focused and the best decision for the organization. Speaker 1 00:14:02 Sure, and fifty is a good number for us. We have volume tiers, uh, for pricing, and fifty is our third tier of pricing. It's ten twenty five fifty then above. So, you are getting a good rate from us that's lower than the standard rate than what you would see online, and we have incentives to move you. And migrate you over to the platform. You're talking customer service, it is a Verizon product, so you have us here locally. You have our national team that's always available for troubleshooting and support. You have self uh setup and tools that are always available through the same Verizon website that you use today. And as I was mentioning, You'll also be paired with an onboarding and support team for the life of the product. So. Speaker 1 00:14:56 If you need help, you can submit a ticket to them, call them, or schedule a meeting for one-on-one support if needed. Okay. Awesome. Kind of shifting gears. Like I was saying, This will have a Teams plug - in to where kind of on the left - hand side of your Teams bar, You'll be able to make a call through this, and it will be at one top platform. Uh, What we were talking about before and what we've had set up for your organization previously is a bit harder to quote because there are Microsoft components that Microsoft will charge you. The Verizon piece of it is pretty simple. As long as it's a cell phone number with Verizon, it's a four dollar fee to push that number to Microsoft Teams. Speaker 1 00:15:54 And, that's what we've done with you in the past is it's just a four dollar Teams integration fee per line. The key there is that you still need Microsoft Teams Calling feature or Teams Phone feature. As a nonprofit, You probably have a special rate on that or it's included with your E five licensing. Yes, so you'll figure out That cost we can't quote that because that is a Microsoft thing. But then the key is, because you have cell phones with us, that same cell phone number, if you choose it, can be the Teams calling number as well. And then all of your calling management, your policies, your rules call flow. It's not a Verizon call flow. It's a Teams calling call flow. So. Speaker 1 00:16:50 Resource accounts, auto attendance hunt groups, all that is managed and moved to the same Microsoft. Speaker 2 00:17:00 Yes. So minus the Microsoft part because I'll handle that and I know the pricing on all of that. What is the cost per line for the phones to do it that way? Speaker 1 00:17:13 Your cost to move or to have the service is$ 4.$. Speaker 2 00:17:19 4 per phone? Yep. Okay. Now, Speaker 1 00:17:29 The key there is that it is a Verizon phone number first. So if they don't have a Verizon phone number, we would establish a Verizon phone number for them. Speaker 2 00:17:41 Got you. Okay, and I there's very few people. Speaker 2 00:17:47 That, we would worry about that because we already have teams calling on some of our accounts that can easily move that over and we can port in numbers. So that's not an issue at all cool. Speaker 1 00:17:58 Okay. So those are the two flavors that uh we would present to you a system completely outside of kind of Microsoft. But it's a Verizon core product that would have a future integration in with uh teams. And then a completely separate uh Teams integration platform through our mobile service. Any questions between these two? No. Okay. Speaker 3 00:18:33 No, thank you. Speaker 1 00:18:37 So we will provide you a quote for 50 users on the Voic product. Okay. What else do you need from us? That's it. Speaker 4 00:18:50 I'll send over. Sorry, yeah, I'll send over. Um, I just have i have everything going so I'll include the active device payments, How many lines are you know, ready for upgrade? Um and on that, what i'll add is when the upgrade is due, which is meaning that the device payment is completed. Um so you can see that on your end, but i'll send that over to you after the call. Um, as far as the quote, we'll get that over to you as well. Gotcha. Okay. Thank you. Yeah, of course. Is there, anything else that we can answer while we have you on the call? Speaker 2 00:19:25 Um, Just on that email, if you can spell it out that it's not the contract, it's just a device payment. That way I can just provide that over to finance, and they can understand it. Absolutely And then yeah so that's everything that I can think of, Sounds good. Speaker 4 00:19:43 I'll make sure to include that in there, Christy. Thank you. Thank you. I. Speaker 5 00:19:49 Think this is her slide deck. Hi, Zeus. Hey, Mishwan, how are you? Speaker 3 00:19:55 I'm good. How are you doing? Speaker 5 00:19:57 I'm doing good and nice to hear from you again. I think it's been since December. The first time we met Yes So well, Hopefully everything is going well. And uh You know everything is moving in the in a great direction for ability. First. Um, I wanted to jump on this call. Um, Just I know that there was a couple items that you guys wanted to squirt, get squared away here with uh, Ryan and Gloria, but I am hoping I am telling this to the right person in you. But I got involved about a week or two. Gloria reached out to me because uh, our director got a little caught up with some um when they uh acting assignments while he was in the process of assisting me. And uh. Speaker 5 00:20:37 And locking down funds for one of ability's first upcoming events. Yes, and I'm happy to say that I was able to lock something down. Ah, where it's guaranteed. So, I'll be oh, I'm gonna connect back with Gloria today before I end my day today, just so I can collect all the necessary information ah push that through. Okay, um I think she's got a list of two events. Um, So maybe I might have her shoot you a text or just reach out back to you. And in case we need any additional details, but just wanted to share the good news with you. Speaker 3 00:21:11 Well, thank you very much. That is great news. Um, The I don't know if you all are also coming to Food and Wine. And then the other event is a little later on in the year, and that's Stroll and Roll. Um those two events yes. Speaker 5 00:21:27 If if we're invited, you can definitely expect me at the one nine one. Speaker 3 00:21:35 Oh, get your linen ready. Your linen outfit. That's what everybody's like wearing. Speaker 5 00:21:41 I just got my linen suit from the dry cleaner, so I am ready. Speaker 3 00:21:44 Perfect, you are ready to go. It's good food. It's a lot of good food and wine and it's actually bourbon too, so just if you like that, Speaker 5 00:21:52 It's there. We'll be bringing Ryan with us too then. Speaker 3 00:21:55 Nice Come on Ryan and Gloria come hang out with us? Yeah, there is one thing I wanted to mention, And and um I think Chris was saying, we we do not know how many phones uh we need right now. But let's say we needed like twenty five like twenty to thirty. Would that just be a call to you Gloria to be like, you know, this is how many more, we actually need because I am looking at. Um Chris I need I need to fill you in, and we need to talk about our staffing model in the next uh. Speaker 3 00:22:27 And and well, actually after Tuesday, then I probably have an update on what we're going to do with staffing. Yeah, Speaker 4 00:22:32 Just let me. You can just shoot me an email when you do that. What I can do is go back to finance and request a bulk incentive. Um, so just let me know. I'll be able to help you. Um, from the top of my head, I'm sure I can get you something like a seventeen E for freeum for anything at that capacity, plus some extra incentives. I can work with Asus to to get you. So just let me know. Uh yeah pop out. Speaker 3 00:22:55 And we're running very little on our inventory, and then we're hiring new people. And I know some sites are getting a little smaller, but there may be some sites that end up expanding. And then we just want to have some ready to go in our inventory. Speaker 5 00:23:10 And and to uh to Gloria's point, this is for both uh Mishwan and Christy. Um there do we have a little bit of internal change? I think it started in June maybe I mean what I'm sorry I'm lost. In the year that we're in, it started in May. Um, They they gave each of the senior directors. So different market, a discretionary budget that we can pull from. The budget is share amongst the market, which happens for us happens to be Hawaii, California and Las Vegas. So if you guys can let us know the first week of the month. Um, What that count is Glorik and shoot that information to me and I can go fight with the battle of. Speaker 5 00:23:53 Trying to secure as much as possible per line, okay. Um, you know, just as just an incentive, like it's not my money; it's a license money. So I say why not? Um. So just let us know. Give us a heads up, and we'll uh I'll do what I can to uh pull from that budget. Uh so that it refreshes every thirty days, so they can come in first gonna be great. Speaker 3 00:24:13 Okayum so it's just for me and I'm sure, Chris already knows this. So for me, let's say, we we are going to. We're gonna go up, you know, twenty lines, but we want we're gonna get an extra thirty. Do, the are we? How are we paying for the lines or we're paying for the phone Like? And when are we paying for that Is when it is it when it's in activation or as soon as we receive the phone I can answer that. Speaker 4 00:24:37 So what we can do It depends on how you wanna do it. We can ship the device out right. Um, I can suspend the services with no billing for up to six months in a rolling year. So if you decide to react or to activate them in three months, just let me know. I'll boot them up for you. But that way you can have them reserved ready to go for deployment. Whatever works for you, um, but yeah, the device is free just like the other devices. What, we do is we give you a discount through a thirty six monthly installment credit. So you see a device um. Speaker 4 00:25:11 I guess payment, But you also see a device credit which makes it free through the thirty six months period. Speaker 3 00:25:16 Okay, that's helpful. Sorry, I think Chris is already. I think she may have explained something like that, But it's just been a long time and I wanted to make sure I understood. Speaker 4 00:25:25 No, yeah. So Freya uh ask away. I'm happy to help out so. Speaker 3 00:25:30 Thank you and and thank you. And i'm i'm happy to to hear this news And. Are you guys going to share it out with Jeremy? Is that who you're going to respond to? Speaker 5 00:25:39 Yeah, I'll share that with him. I just wasn't, I wasn'tum, I wasn't sure if it was you or Jeremy, but I'll share it with him as well. Speaker 3 00:25:45 It's both of them. But yes. Yeah, Speaker 5 00:25:48 Yeah. I'm happy that we're we're able to do it because those budgets were similar to the one that I just mentioned, except that one, it's an annual one. Okay So, we we kind of we gotta. We gotta fight some people to to sneak in there Uh. But yeah, I'll definitely share the news with him after i submit the cause. We got to submit a form after i get the approval. So once I get that squared away and I get the dates from Gloria, I'll let them know. Um, And then we'll be we'll be happy to hang out with all of you guys out there. Speaker 4 00:26:13 Also, I won't be out on the field next Tuesday and Thursday. Are you going to be there any of those days? I know I owe you guys some some cookies. Speaker 3 00:26:22 Oh thank you. Um oh yeah cause I think Carl ate them last time. Don't leave him with Carl this time. Speaker 3 00:26:31 He was like," You got crumble cookies?" We were like," Where are they?" He's like," Well, I gave him. I ate one and I gave him my team." Speaker 4 00:26:36 I told him to share, but I am sure yeah didn't get there. Speaker 3 00:26:41 Um. So next week Chris you are out one of those days right? Speaker 2 00:26:47 I'll be in the office on Thursday for sure. Speaker 3 00:26:51 Okay and. Um, so yeah, Thursday I am also in the office. So if you are gonna stop by, that'd be perfect. Speaker 4 00:26:58 Will you guys be there around like eleven or ten thirty a. m. Absolutely. Yeah. Okay, perfect. I'll send a little invite just to let you have it there, but I'll stop by with some treats. Thank you. Thank you. Speaker 5 00:27:10 I have a I have a question for Christy. And if if we don't have time now or if it's not the right time, we can maybe Christy and I can connect some other time. I just want to understand a little bit more of crimson. Um, my question is, is like okay, Let's say, we Gloria and I have a haveum an organization that we've been supporting for years. But they don't have an in house I T. And they're looking for something like that. Is that something where you would step in and meet with them? Or like what would be the best process to make their process easier? Speaker 2 00:27:45 So we can't do that. Um You just send them over to myself or Onsor, and let me give you Onsor's email address because he's. He owns the company, uh, and so he works on the sales side right now. And he would love to talk to anyone. Um, I'm I'm a I'm the CIO for Crimson, but I'm also a fractional CIO for nonprofits within Crimson. So I handle the nonprofit sideum outside of the regular CIO duties. Speaker 5 00:28:13 Got it here. Let me just write this down real quick. Yeah. See, Got it. How long have you I am guessing you were one of the founders. You were there when it first started. Speaker 2 00:28:26 No, he stole me from another organization about four and a half years ago. He stole me from the L A Dodgers. I was the IT manager there, so yeah, so we joked that he stole me honestly, He gave me an offer that was too good to refuse, and I made the jump. Um but yeah, I've been there four and a half yearsum. Speaker 2 00:28:53 We've been in business for over thirteen, fourteen years. So I wasn't, I think I am employee number one hundred or something along those lines. So definitely not one of the co founders. Speaker 5 00:29:04 Oh man, uh I mean look the Dodgers, I mean, they can still complain that they lost you, but I think Otani at least makes up like fifty percent of that. Speaker 3 00:29:13 So it's okay. She has a ring. You all she has a Dodgers ring. No way, yeah, pretty cool. She brought it in one day. We were all fanning over it. It was, yeah, we were just pretty much hanging outside the office that day. Speaker 5 00:29:29 If you are ever in the office and you take it with you, Please let us know and I'll throw an invite on the calendar. So Gloria has to drive with me out there. I'll. Speaker 2 00:29:40 Let you know if I ever do. Normally, I carry it with me during postseason season, so especially if they make it. Speaker 2 00:29:50 They make it farther in postseason and then the card playoffs. So you'll see, you'll I'll have it in my pocket all the time during that flight. I probably won't tell people, But it will be on me because I just it's one of my good luck charms. Speaker 5 00:30:04 So. So I'm guessing that you might have been part of the reason we won the World Series last year, thenhuh? It was a good luck thing apparently. Speaker 2 00:30:12 I did carry my good luck charm with me the entire month, but probably not because mine mine rings from twenty twenty. From the first one we won over forty years. Because I left the following year, I had been with them three seasons. Speaker 5 00:30:27 Yeah. So that is so cool. That's that's that's really really sick like that's a really good story. Yeah Definitely a good, a good pickup from Crimson, then They picked up a champ. Speaker 2 00:30:40 They picked up a world series champion Right Oh. It was it was great. It was it was a good experience working for them. But I I don't regret the jump. So, Crimson is a great company to work for, and I get to work with amazing companies like Ability. Oh yeah, Speaker 5 00:30:55 Absolutely. Especially being in the nonprofit sector, we've been we've had a lot of luck with speaking with more nonprofits. And just a month ago, I am not sure if you are familiar with Hope the Mission out in the San Fernando Valley? Speaker 2 00:31:12 Yes, I have a friend that works there for them in their cybersecurity. With cybersecurity for them. Speaker 5 00:31:19 Yeah. Oh, nice. We I just uh I just went out of my own just my own time. I went to go volunteer for the event about a month ago, where we uh put together some meatballs to feed the homeless. Um. So it's it's pretty cool getting involved with with nonprofits and you know being part of the process. So yeah, I'm sure you you've been enjoying it yes Well, I appreciate the time Christy thank you again to Mishawn for joining us. I have Andrew's email here so, And it's it's Friday and it's a little bit later, So I'll I'll schedule an uh intro email to him sometime maybe Monday early next week. So maybe get check with him, just kind of see where where Crimson Crimson can come in. Or just he gets to know us here, So you know, if there's anything that we can do to better partner up in the future, you know it's always better. Speaker 2 00:32:04 All right thank you. Speaker 5 00:32:06 So thank you all. Have a good Friday. Speaker 4 00:32:09 Yeah You too have a great weekend guys, Thank you, guys. Thank you. I'll see you next week, and I'll send that over here shortly. Have a good night. You too. All right, bye-bye. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=59920e59-43cb-4a29-969c-10af6caf523b&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDA5NDY2MyJ9.CgoKBHNuaWQSAjY0EgsIxLHtrK_1nj8QBRoNNTQuOTIuMjEwLjExMiosY1NZZTBobVlnRmF2c1hVa3E1K0xIQjlKZXlYNmgydkpxQnJJMVpTTzhpST0wmgE4AUIQohh97hWgABDFeUoJaVTSgUoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.6dGHGjbFM0_XL6EczEptbaINYdnk6sm9MYoiDEMmKLA&ApiVersion=2.0	—▾	Receive Verizon One Talk quote for 50 users from GloriaReceive Verizon Teams-integrated calling quote for 50 users (/line)Gloria onsite meeting with treats on Thursday June 4, 10:30-11:00 AM+1	·	—▾	—	—	—	—	—	✓
07-13 Meeting: SQL Backup Strategy for “Shark”, Transaction Log Mitigation, and Azure Migration Planning	## 1. SQL Backup Strategy for “Shark” DB2 and MS SQL Servers Daily full backups are saturating resources and generating excessive backup logs. MS SQL transaction log usage is nearing full capacity, indicating excessive log generation, missing log backups, or insufficient log space. Datto and Cloud Synergy are available, but cloud backups are failing due to insufficient bandwidth at the colo. A proposed approach is one full backup per week with incrementals during the week to reduce log growth while maintaining recovery objectives. Coordination between Emil and Pratt is needed to assess DB2 and MS SQL configurations, adjust backup cadence, and mitigate transaction log bloat. Immediate alert noise includes Active Directory RPC issues and multiple Huntress install errors that may distract from the database focus but indicate broader environment health considerations. ### Action Items - [ ] Assess DB2 and MS SQL backup configurations for “Shark,” validate current full backup frequency, and design a plan moving to weekly full + daily incremental backups without increasing backup log size -- _Emil_ _Pratt_ 2026-07-15 - [ ] Analyze MS SQL transaction log growth drivers, confirm whether missing log backups or insufficient log space are present, and implement corrective actions (log backup schedule, log file sizing) -- _Pratt_ _Emil_ 2026-07-16 - [ ] Review Datto and Cloud Synergy workflows; quantify colo bandwidth constraints and propose an interim on-prem/offsite strategy that does not rely on insufficient cloud bandwidth -- _Emil_ 2026-07-19 - [ ] Pull and triage current alerts (Active Directory RPC issues, Huntress install errors, DB2-related alerts) to separate noise from backup-critical signals and create a remediation sequence -- _Emil_ 2026-07-17 - [ ] Establish monitoring thresholds and alerting for transaction log usage to prevent “nearing full capacity” conditions, including automated corrective steps -- _Pratt_ _Emil_ 2026-07-22 ## 2. Coordination and Knowledge Transfer Between Emil and Pratt Emil is positioned as the go-to technical lead and is paired with Pratt, a data analyst with strong MS SQL expertise, to collaborate on server review and backup/log mitigation. They have been connected via Teams to coordinate efforts and share responsibilities on database backup optimization and transaction log management. ### Action Items - [ ] Conduct a joint server review session to align on findings and define the game plan for reducing transaction log usage while maintaining robust backups -- _Emil_ _Pratt_ 2026-07-15 - [ ] Maintain an active Teams chat for ongoing collaboration, sharing diagnostics, proposed changes, and test results -- _Emil_ _Pratt_ ## 3. Migration Planning: On-Prem SQL Servers to Azure On-prem SQL servers are planned for migration to Azure within the next three to four months. Pratt is advancing Azure learning and cloud SQL readiness, with Neil available to assist. A migration plan is pending input from Dr. Barbara. Timelines require a staged plan covering assessment, readiness, and execution while ensuring continuity of backups and transaction log management during the transition. ### Action Items - [ ] Draft the Azure migration plan for on-prem SQL servers, including assessment, architecture, backup/restore strategy in Azure, and phased cutover, pending input from Dr. Barbara -- _Pratt_ _Neil_ 2026-08-02 - [ ] Confirm the migration window and constraints with Dr. Barbara and integrate feedback into the plan; assign ownership to secure stakeholder input -- _[Insert Name]_ 2026-07-18 - [ ] Identify prerequisites and training checkpoints for Pratt’s Azure and cloud SQL upskilling tied to migration milestones -- _Pratt_ _Neil_ 2026-07-25 > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The colo bandwidth limitation prevents effective cloud backups via Datto and Cloud Synergy; a concrete mitigation (e.g., bandwidth upgrade, alternative offsite replication, or local staging with scheduled transfers) is not defined. > 2. MS SQL transaction log “nearing full capacity” lacks confirmed root cause and resilience measures (e.g., log backup frequency, index maintenance, long-running transactions review); risk of log file growth halting operations remains high until root cause is addressed. > 3. The Azure migration timeline (“three to four months”) has no locked dates, dependencies, or stakeholder approvals; Dr. Barbara’s input is pending without an owner explicitly assigned to secure it, risking planning delays. > 4. Active Directory RPC issues and widespread Huntress install errors suggest broader environment instability; there is no dedicated remediation plan or owner, which could impede database backup reliability and migration readiness. > 5. Backup retention, recovery objectives (RPO/RTO), and test restores are not defined; without clear targets and validation, the proposed weekly full + daily incremental approach may not meet operational recovery needs.	Jul 13, 2026	Speaker 1 00:00:33 Emil, I want you to meet Pratt. Um, and Pratt meet Emil. Emil is my uh, he's my go to for everything. I need to pass on to somebody else that knows as much, if not more than me in some things. So, Emil we have we're talking about shark. Uh so they're doing full backups uh multiple times a day. Speaker 1 00:01:02 Just once a day. Yeah, and you need to do it more than once. Yeah, Speaker 2 00:01:06 Because I I I've already that'd be so much. Uhhuh. Speaker 1 00:01:42 So Emil, Could you take a look at DB2 in your free time if you've got it? And let's come up with a backup solution that's going to both work for what they need multiple times a day. But also um let's try to prevent it from increasing the backup logs. I think if we do one full once a week and then did incrementals throughout the week that's going to actually work better for you. And. Um. Speaker 1 00:02:40 Uh no it still sounds really really bad. Um I'm gonna try to turn up the volume. Talk to us, Neil. Speaker 1 00:03:08 So They're using Datto, And, then there's also uh another backup solution, that's Cloud Synergy. I think you're welcome right? Both of them are online. However, um data was not backed up to the cloud because they don't have the bandwidth at the colo. Speaker 1 00:03:42 But this is the backup logs that are coming up. That's been opening tickets. Speaker 1 00:04:12 Okay, so let me pull up the actual alerts. Speaker 3 00:04:22 Can you one. Speaker 1 00:04:36 Second Application monitor domain controller. Speaker 1 00:04:46 Active Directory with an RPC issue. Hang on one moment. We got a couple of alerts coming in. Freaking Huntress install errors. We got a lot of Huntress install errors. Good lord, alright, DB two. Speaker 1 00:05:32 It's A that's a good question. It is showing a sharp DB2 uh in uh in R&M. Oh, here here's a good ticket for you. Speaker 1 00:06:06 MS SQL transaction log usage is higher, nearing full capacity, which may indicate excessive log generation, missing backups or insufficient log space. Speaker 1 00:06:36 Teams, you still got yourself okay. Um, Let me connect you with with her so that she and you can meet each other. Speaker 1 00:06:53 It Just adds up for you, Emil. Uh, Pratt is our data analyst here, but she's also all things SQL and everything there. So, she she wants to give you a run for your money when it comes to MS SQL. Speaker 1 00:07:17 All Right, so I just put you both in a chat. Um, What Emil can do is take a look at the server and come up with a game plan on how we can cut those down and still have a good backup. So I'll just hang on one second. I'm sorry, hang on Emil. This is Christi. Speaker 1 00:07:37 That was not a phone call. Sorry, I thought it was my doctor's office with everything going on. Yeah, they gave me a clean bill of health, But they also reran all my blood tests, and she just gonna tell me to eat more bananas because my potassium is still low. Yeah. So all right um. Speaker 1 00:08:12 Uh, Emil just heads up. We're going to be migrating the SQL servers that are on prem to Azure. Speaker 3 00:08:22 I I. Speaker 1 00:08:26 Want to in the next three to four months. And so she's working on her Azure learning and uh on cloud SQL. Speaker 1 00:08:58 Awesome. Yeah, and Neil can help you through that as well. Speaker 1 00:09:35 No, I was the first South African I hired after coming on to Crimson. So he and I both almost have five years now. Can you believe that? He's stuck with me for. Speaker 1 00:10:06 And he's a year younger than me. So. Yeah, he is in, you're in Johannesburg. Speaker 3 00:10:16 Oh wait. Cape Town. Yes. Yeah I. Speaker 1 00:10:26 Was sitting here, I said Johannesburg. But then I was like wait no, it's, he's near Becca. Speaker 1 00:10:43 Oh, Awesome I know where that is. Speaker 1 00:11:58 Alright, So can I give you uh hand pat over to you for this to get this resolved. And, then um we are going to we do need to work on the migration plan that I'm waiting on Dr. Barbara's response about too. Okay, sounds good. Yeah, Speaker 3 00:12:13 Yeah, okay. So can I check us tomorrow morning because uh it's quite late in the night, um can I check us tomorrow morning? Yes. Speaker 1 00:12:35 You are awesome. And then I connect to people on Teams. Awesome, thanks. See you tomorrow. Thank you, goodbye. Yeah, he's the guy.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=177ff40f-f3e2-451a-8421-6e02fe90184e&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA1MzEwOSJ9.CgoKBHNuaWQSAjY0EgsIvOCw0L71sD8QBRoOMzIuMTkyLjI1Mi4yMDIqLGIvSTdqVHdHbi9TbW1MU3NaZk9Pclo4eEU3QjZ0ZCt6UFZESW90d3lQVGM9MJoBOAFCEKInPP_CgAAA9hih1-a-TQtKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.MfkW4cT8MELl5MkcAjLykpHZ2NbDxo_zTp5BbyrXRuY&ApiVersion=2.0	Processed▾	—	✓	Client Work▾	—	959868 (7/13 backfill)	—	—	—	✓
08-11 Meeting: FY27–FY28 Budget Planning, Corporate Credit Card Pilot, SAP Concur Automation, IT Hardware Upgrades and Security Policies	> Date: August 11, 2026 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 6] [Speaker 7] [Speaker 8] [Speaker 9] [Speaker 10] [Christi] ## Meeting Notes ### Financial Reporting and Budget Planning - Kashif Khan outlined new financial initiatives to improve program management and data-driven decisions. - The finance department is transitioning to a budget reporting environment that began in FY26. - Directors will begin reviewing program financial statements in Q4 FY27 to proactively manage programs, costs, and revenue. - FY28 budget planning will start around March, using eight months of actuals and projecting the remainder. - Budget workbooks will include detailed personnel expenses (gross wages, fully loaded costs) and allow directors to include program-specific needs (e.g., team-building meals, training). - Conclusion: - FY27 budget finalization targeted for end of August 2026. - The new process enables executive discussions on program profitability and potential compensation adjustments, though salary decisions remain complex. ### Corporate Credit Card Program - A new corporate credit card program is piloting with Tammy’s wraparound team to streamline purchases for immediate client needs (e.g., food, hygiene). - Cards have a $1,000 limit, adjustable for larger purchases; staff upload receipts and code transactions in the BMO app for real-time manager visibility. - The program reduces reliance on cash advances and reimbursement for small amounts. - Conclusion: - Pilot runs for 90 days through end of October 2026, with phased rollout to other programs in November/December 2026. - Improved timeliness of family support and reduced cash handling. ### Automation in Finance and Accounting - Finance is exploring automation/AI for AP and expense reimbursement, evaluating SAP Concur to eliminate paper-based processing. - Bills will be scannable/submittable via email with digital workflow approvals on mobile or laptop; approval thresholds (e.g., >$1,500) can require multiple managers. - Conclusion: - SAP Concur demo scheduled for August 13, 2026; if approved, go-live targeted for January 1, 2027 under Darva’s oversight. ### Separation of Sharp vs. Barbara Floyd Expenses - Project to fully separate expenses for the for-profit (Sharp) and nonprofit (Barbara Floyd) entities, ending shared vendor cost splits (e.g., 80/20). - Vendors will maintain separate accounts for each entity. - Conclusion: - Clearer financial tracking and greater manager control/visibility over actual costs; led by Darva and Giselle. ### Finance Department Personnel Update - Giselle (payroll) assumes expanded duties to support AP. - Directors may contact James or Giselle for AP inquiries; CC Darva on emails. ### Payroll and Timesheet Management - Staff, particularly hourly FSPs working across multiple programs, must correctly select cost centers on timesheets for accurate budgeting, contract reporting, and wage allocation. - Meal premiums have spiked (13 and 18 in recent pay periods; 31 in July). These apply for crisis situations, court, or doctor visits—not routine scheduling. - Meal premium triggers when working past the fifth hour without lunch; staff should take lunch earlier (e.g., before the fourth hour) to avoid premiums. - The company will monitor individuals with frequent meal penalties and address cases with directors; primary concern is Department of Labor compliance around lunch practices. ### IT Hardware Updates: Phones and Laptops - Phone replacements prioritize BMO app users; devices failing to stay powered beyond 30 minutes are next. Crisis phone updated. Cases available in black, blue, pink. - 55 new phones acquired via Verizon deal; distribution pending cases. Tammy’s department receives first due to BMO/wrap priority; goal to update 55 end-of-life devices (OS old, >5 years). Inventory is maintained to track end-of-life. - Approximately 80 program laptops and 8 additional laptops will be replaced (end-of-life: >5 years old), targeting completion by end of September 2026. Robert has completed 20 in the last three weeks. ### Process Automation and Paperless Initiatives (IT/HR) - New hire IT paperwork will be digitized; DocuSign used for items like laptops, badges, phones; copies retained by employee, HR, and IT. - Company-wide policy signatures (computers, laptops, security) will be distributed via DocuSign; language approved by Crystal, Aaron, Apollo, and Dr. Barbara. BAFMA group’s policies go out two weeks later. Reminders sent for non-signers within four weeks. - Policies cover security, disaster recovery, and procedures for lost/stolen devices or virus incidents. ### Password and Security Policies - Users should not share passwords directly. For laptop swaps, passwords may be needed due to Microsoft Intune, but must be handled securely. - A new system will text users’ corporate phones for password approval. A secure website allows one-time view, self-destructing password transmission. - Admins must use their own credentials or shared screen sessions—not user passwords. ### IT Training and Support - Digital training for SCHARP employees begins second week of September 2026 via Teams/Zoom and recorded; in-person options available. - Topics include Outlook/email management, document saving, and security; additional suggestions (e.g., connecting Outlook to Gmail) are welcome. - Managers should provide slower days/times to schedule sessions and send topic suggestions to Christi or Robert Gaston. ### Feedback on IT Performance - Positive: Faster, more efficient helpdesk tickets; visible ticket history and reply/follow-up; improved customer service and staff attitude; expanded remote support team (>30 staff, including South Africa) enables quicker assistance. - Areas to improve: - Email distribution lists: Some employees miss “all staff” emails; new hires may not be auto-added consistently. - Printers: Missing preloaded email addresses for scanning; former employee names still present. - Hardware disposal: Plan needed to remove old equipment and free space. - Feedback anonymity: Concerns that “anonymous” negative feedback led to direct follow-up, reducing perceived anonymity. - Box retention: Kept temporarily without clear consolidation timeline or migration plan, creating user confusion. ### Laptop SIM Card Policy and Connectivity - Connectivity varies by location and carrier (AT&T, Verizon, T-Mobile); some buildings/garages have poor reception. - Current laptop SIMs use Verizon, same as company phones—hotspots won’t help if Verizon is weak. Alternatives (T-Mobile or Spectrum) will be considered case-by-case in weak Verizon areas. - To reduce costs, not all new laptops will include SIMs. Field staff (“Program”) will receive SIM cards; office staff will rely on mobile hotspots. - Conclusion: - Staff will identify who requires a laptop SIM card; decisions handled per individual needs and local connectivity. ### IT Support and Contact - Christi introduced herself as the IT support contact, encouraging outreach for ideas or help (not all suggestions are guaranteed). - Contact: - Email: Chris@crimsonit.com (preferred/fastest) - Phone: Cell and office lines support texting; prefers texts to cell. Business cards to be distributed. ## Next Arrangements - [ ] Kashif Khan to finalize FY27 budget by end of August 2026. - [ ] Kashif Khan to contact directors in Q4 FY27 to begin reviewing program financial statements. - [ ] Nelson Keller to follow up with Kashif Khan regarding status of his corporate credit card. - [ ] Finance team to evaluate credit card pilot and plan phased rollout starting late Q4 2026. - [ ] Executive team to review SAP Concur demo on August 13, 2026. - [ ] Monitor individuals who consistently incur meal penalties and notify their directors. - [ ] Christi to send out company-wide security policies via DocuSign in the next couple of weeks. - [ ] Christi to audit “all staff” email distribution list automation for adding/removing users. - [ ] Christi to investigate printer address preloading issues; send company-wide email to identify affected printers. - [ ] Downtown LA staff to dispose of old hardware per Christi’s plan. - [ ] Christi to remind support team on handling non-anonymous feedback appropriately and clarify expectations. - [ ] Team managers to send Christi slower days/times for training scheduling and topic suggestions. - [ ] Christi to send an email regarding an online resource in the next couple of weeks. - [ ] Christi to distribute business cards with contact information. - [ ] Staff to inform IT which new employees require laptop SIM cards. ## AI Suggestions - Define a clear policy and process for making salary recommendations informed by program budget performance to avoid inequities and ensure fairness. - Customize the corporate credit card process for each program; finalize the adaptation of the “county version” template for programs like HSSP. - Provide a detailed rollout plan and timeline for distributing all 55 new phones beyond Tammy’s department. - Establish a process for employees to check if their phone is “end of life,” and communicate how Robert’s list will be accessed. - Create an audit and remediation plan for “all staff” distribution lists, ensuring automated add/remove works for new hires and departures. - Clarify feedback anonymity guidelines and update instructions so staff understand when leadership may follow up on negative reviews. - Assign responsibility and timeline to remove former employee names from printer address lists and preload current staff emails. - Define a timeline and migration plan for Box consolidation to reduce user confusion. - Establish a process for reporting Verizon SIM connectivity issues and requesting alternative carriers (e.g., T-Mobile) with defined criteria and approval steps. - Set criteria to determine which roles or conditions warrant laptop SIM cards versus reliance on mobile hotspots to guide consistent decisions.	Aug 11, 2026	Speaker 1 00:00:09 Brown, I'm the director of ICMM and our data program. Darva Coleman, director of finance and accounting. Speaker 2 00:00:16 Kashif Khan, I'm the interim CFO. Speaker 3 00:00:20 Yesenia Garcia, director of EPMO. Speaker 4 00:00:23 What project? Speaker 3 00:00:25 EPMO. Thank you very much. Speaker 4 00:00:27 Brian Blumena, uh Director of FSP. Congratulations! Speaker 5 00:00:31 Anitra DeJonge, uhBuilding Department. Christy Brown, Chief Information Officer. Speaker 6 00:00:38 Nelson Keller, I am the agency director of Aspen. Anyone, the director of Children's Services. Speaker 7 00:00:58 I Don't know if you have. Speaker 4 00:01:13 Oh, Yeah. Sorry. Speaker 4 00:01:44 Yeah, I think that's enough. Speaker 7 00:01:47 We won't put you on the spot, and we can put that here. You may not have to. But okay, uh, Kashif, you will have to go first because you're on a time frame. And then Darlene can go after Kashif. So I am jumping around a little bit on the agenda, but that is in interest of. Thank you. Speaker 4 00:02:03 Appreciate that. Speaker 7 00:02:03 Oh and hotmic! Please remember just for recording for note taking purposes, don't say anything you don't want heard. Speaker 2 00:02:12 Well, thank you, everybody. I am glad to be here. It's been a while that I haven't come around to the director's meeting, but you'll see me more often going forward. There is just a few items that I want to update everybody about. Both Darva and I are a TAC team leading the finance department, And there is some initiatives on our plate that's going to be impacting program services and how we operate. All good things though, right? So to start is just an update: we are getting. Getting ourselves into a budget reporting environment, we've never had that in this organization. The first year was F Y twenty six where we're actually doing. Uh, we had developed Belinda had developed a budget that we we inputted in our finance system and were managing reporting based upon that, having budgets versus actual reports et cetera. I know many of the directors here have not seen it. The objective is that um in F Y twenty seven. Speaker 2 00:03:10 We're going to develop the FY twenty seven budget. That's being finalized right now. It should be done hopefully by the end of this month. I am working with Jennifer closely on getting revenue projections understood. Then, with that, It's going to be probably around Q four is you are going to start hearing from me about reviewing your financial statements for your individual programs. It's going to be a little behavioral change for everybody because you are not used to it, but reading financial statements understanding them. Speaker 2 00:03:40 Is going to give you more intel at your fingertips to proactively manage your your programs. That's what it's intended to do. And then in FY when we plan for F Y twenty eight, our plan is to get into a proper cadence, usually in developing a budget. So usually what happens is uh budgets start and a fiscal year program. You start developing your budget and towards the end of March, you have eight months of actuals and then you Project out the latter three months or four months, and then you develop a budget plan for the following year. I'll be helping everybody along the way in that, but this is not something you are going to be doing alone. It's not something to be scared of. You are not going to be tested on it. It just gives you more ammunition on how to develop your programs, how to manage your costs, how to manage your revenue, all of that right so um. Speaker 2 00:04:37 Brian is already doing somewhat of that in the SAMHSA program. You know, He understands how we do the budget to actual readouts and reports every single month. So, just like that, we're going to do that with everybody. So more to come on it, But we're going to have the FY twenty seven budget completed, hopefully by the end of this month. Like I said, I'll be wrapping that up with Jennifer. All right? Any questions about budget planning or anything as such? No? Yes, go ahead Rob. Speaker 2 00:05:09 Yes, Everyone. Yeah, so we have it. We have QA, we have billing, accounting, HR. Every everyone will has their own. So you you will be managing your budgets. Yeah, so and I'll go over it once we develop the budget. We'll go over it with you. So you're not going to be sitting blinded So I'll be helping you along the way Yes Um Will. Speaker 1 00:05:28 It also help? Speaker 2 00:05:40 Yeah, correct. Yeah, your largest expense in your budget is your personnel expense. So yeah, you'll have it by individual their gross wages, their fully loaded cost. You'll have that detail in your budget workbooks and you'll see it when I when I show it to you. And that will kind of help us identify whether we have room. Speaker 1 00:06:01 To do maybe like we may not need a train that might cost or might be materials. Speaker 2 00:06:13 Yes, All of that, and that's a very good point. That's what it's going to allow for you to do. You'll see how profitable your programs are based upon that. The idea is to repurpose those dollars back into staff, back into your programs. How do you what can you do and what can you not do? You'll be able to see that within that budget. So, that's a very good point because once I go over the budget with you, you'll see it and if what I present and what I develop, Doesn't if I'm wrong on something or I am understating something, you can always correct it. You can add to it, right? Because, this is the first time that we're going to be looking at it together, so it'll be up to you. You tell me, "Darva, I want to add a certain amount for employee meals for team building exercises." I want to add X amount for training exercises et cetera. You put that all in there; build it in. All right? So I'll show you how how to do that once we we get the budgets complete. Speaker 1 00:07:14 And able to adjust salaries if we have a budget. No, Speaker 2 00:07:21 No, no. What do you mean by that? Speaker 1 00:07:23 So well, she answered the question. But is our program brought in enough where the staff could be compensated through salaries? Would that be would that be okay? Speaker 2 00:07:37 Okay, I hear what you're saying. Uh yeah, i I would defer to Aaron on that, but i I heard her. I think it's, It'll give you an opportunity to open a discussion with executives. That's what it's going to give you, right? So and then based upon that discussion and what decisions made, you move forward with it. But that'll be the boilerplate for you too. Speaker 7 00:07:58 I think it's great. If I see you guys first be more transparent with you guys, and then we can make recommendations or suggestions specifically when we think about salaries, we think about the entire system how long people. Speaker 7 00:08:15 Investigation, But when we take a look at all of the salaries and have ranges and analysis and compare, But if we I don't want to over promise that if you guys do a budget, then you can make salary recommendations. That's just slippery slope. But like we go, we also have issues. And so it's just it's something like I said, you guys can always recommend and what you suggest. But just making salary recommendations based on one program can be tricky. So hope we get to get. Speaker 7 00:08:46 I know you guys are saying you guys can make recommendations and suggestions, but the the like usually go. Speaker 2 00:08:56 Thank you. Any other questions thoughts before we move on? Okay, the other uh the other items are just for update purposes. Um, One thingum Nelson your your corporate credit card for back from Doctor. Barbara says you're going to get one. I'm actually speaking to BMO later today. Uh we have to establish a new credit facility. With them, so that just might take a few weeks. So I'll keep you posted on that. So you can email me directly and I'll let you know how far along. Yeah, Speaker 6 00:09:24 Already just send me an email or something. I'm sorry? Do you want me to when you guys. Speaker 2 00:09:28 No, no, I'll keep you posted. There's a process we have to apply for a credit facility through BMO under Barbara Floyd. And then once we get approved, which takes about three to four weeks, I would thinkum I'm going to try to expedite it. Call that I am going to have at four o'clock today. Okay, open the credit facility, expedite it. Just let me know what you need in a few days. Yeah, I'll let you know. Thank you. The other pieces. We have started a credit card facility program within the organization, starting with Tammy and her team with the wraparound program, utilizing corporate credit cards to make purchases instead of sending a check into accounting, getting it approved and getting cash. Speaker 2 00:10:14 Then going out and making a purchase, It's we started that credit card program so that the program teams don't have to be delayed in any activity that they're working on. So maybe Tammy, If you want to share some thoughts because I haven't reached out to you about this, I'd hate to put you on the spot, But are you okay to give us some feedback on how that program is running right now for the last two three weeks since you've had the credit card? Speaker 1 00:10:37 It's been at a snail's pace, butum because there's a couple, Once they go and make a purchase, it does take some days generally for it to show up in BMO. I am trying to work on maybe tweaking the process because I do have them turn in their physical receipt to Marianne because we still have to upload the WTS. So, I was talking with someone yesterday about getting Marianne access to verify those receipts within BMO. Speaker 1 00:11:12 And that, when I don't have a good copy of fee, I'll have to go get it from her. That kind of process. So, but so far I've approved a few and then once I approve them, then the final receive the information go to department. Department, Speaker 2 00:11:28 Yeah. So overall are you seeing an improvement in? Speaker 1 00:11:32 I do see an improvement. So, they're able to go get the families what they need right away, which is great. Speaker 1 00:11:41 You know, Some of the families like they need to eat while they're out with with the staff or something like that. Um, and they've been able to do that. We have like a homeless family right now, So we were able to, you know, have the funds available to make sure they have food, like baby some kind of thing. Um, so it's working much better in that regard. Speaker 2 00:12:02 Okay good good thank you for that feedback. So, who else has who else would be the other uh leader here for this? Speaker 2 00:12:11 For the other CSS programs, Speaker 8 00:12:13 I sent you a list of the names that I asked for. As far as the directors, which would be George Brian, whoever has CSS funds attached to them is Dana. Nelson's name is in on there, so I think but I did include him. But I said that he was already in place. Speaker 2 00:12:31 Yeah, yeah, yeah. I wasn't remembering who it was, Speaker 8 00:12:33 So thank you for that. Um, I don't know if by these warriors because they don't know. Speaker 8 00:12:43 Once we know, then people can be added. And then I was going to put Nika on there because technically some of her programs are supposed to set a budget aside. I also think that probably Doctor is going to be one at some point. Speaker 2 00:12:56 With the medical things, but that's a different discussion. Yeah, okay and and we can talk about that. But specifically for folks that are managing CSS funds, this is the improvement that you will see. Like Tammy said, the key thing is that it's immediate. You're not waiting to provide service to the beneficiary. You can do it at your discretion. And then, yes. Speaker 1 00:13:22 So what are the parameters around that? Are there specific transactions that you utilize just for that? Or does all the transaction I know there's some things that you have to get approval for? So are you guys already put something together? Or is it just. Speaker 2 00:13:45 Yeah, and so and and that's a good question. We're testing the program right now. Now, there is some items that cannot be charged on a credit card, like rent; that has to go through a check. But it's day-to-day food, hygiene products, clothing, haircuts—anything ancillary. Yeah. Speaker 1 00:14:15 Yeah, we have a. Yeah, you got to look at your sheet. No, no, I understand what we can use with our dollars. I am talking about the process, the process of delineating, what items that we're going to use for the credit card and what we will not use for the credit card. Yeah, So I have a process specific to my program that I put together where they still have to come. And get it authorized first like approved. Speaker 1 00:14:45 Purchase, and I had everyone sign an application for that process. And, they have a credit card contract or whatever they find with Sharp as well. But it identifies in my process, I identified all the steps that they have. And it's really thorough; Speaker 8 00:15:06 It's good. She sent it to me as a document, and it was really well done. So, but it was very specific to right so, So, when they're ready, we can show county version as an example of what you guys can create. Because we all know, like HSSP, You have a different process than what RAP has to go through as far as like still requesting stuff. And how you do the like. So I'm asking questions: What they is, Speaker 1 00:15:30 Is this a one credit card per program that have? Or is it like so per person? Per person? Oh, so I have specific people do it. Like. Well, actually, Most of everybody that has a direct service provider, have a card because they're able to find, and the money only goes on, whatever place that money is. So it's on the card. Yes, so the card right now is a thousand dollars per card. So once they get to that max, It's supposed to like as they make purchases and as they're approved, then the thousand will be available. However. Speaker 1 00:16:14 Or, out and she goes right in and increases it. So, I, just let them know that you got to take them on shopping and all this needs to be done during eight to four, you know. Or if I know in advance, then there is a simple process that they do to increase the credit limit. So. Then there is some level of training that can be provided to the holders. Yeah, so they a couple of circumstances where like say a staff. Speaker 1 00:16:48 To everyone, Speaker 2 00:16:49 Especially you as the program leader, you'll be able to see who's purchasing what. You purchase it's not a month later; you know what's happening at that moment. So when they make a purchase on their credit card within two days when the transaction posts, Speaker 1 00:17:07 And BMO provided the tools to show my staff how to upload receipts and things in BMO, and then I've been. Speaker 2 00:17:22 It Provides transparency to document, fill out paperwork, submit it to accounting, them reviewing back and forth. I mean you get a week that you get a long period of time before they, the the person, the person who made the transaction has to log in to BMO on their app on their phone and code that transaction. They have to apply it to the right chart of account code. They have to identify who the beneficiary is and other factors related to that beneficiary. So it gives you full details before the manager approves it. So, but the thing is, it gives control back to you, not okay, let me get a actually get cash in your hand. This eliminates, it puts a control and responsibility back to the program, leaders and yourself. So. And yeah, when we get to the point of rolling it out to other programs, we will talk about what we are specifically doing with wraparound. Speaker 2 00:18:16 And, how we have to tweak the language in our programs or our processes for your individual programs. So it's a fluid thing; it's not something set in stone. Speaker 8 00:18:28 Yeah, and like really high amounts, like anything over fifteen hundred, I think Doctor Barbara wants executives to take an eye, like Aaron and myself, To look at because then we got to run it to him so he can sign. Speaker 1 00:18:43 Our program would have both parts. Speaker 1 00:18:47 And then there's there's going to be a whole other bucket of funds which, yeah, they haven't figured out yet. We're still trying to figure out for the community um referrals that we're going to be getting for happenin. And do that, which is separate. But I do want to say that with the credit card, it it changed. So you know, the staff have to adapt to that, but I didn't see the benefit in it. Speaker 1 00:19:21 And it takes it does take some of it off of the back, as far as like, like before they do a check and they round about number right? Okay, I am going to take those shoppers three hundred dollars. But, it may be, you know, they may do, you know, two, ninety eight, and they got to do a whole form. They got to bring that couple of dollars back. That's that's gone because we're going to need the exact amount that they spent. And that was approved for us approved for them to do three hundred dollars. And at two ninety eight, we just make that notation. Speaker 1 00:19:52 Approval form, And that's not they don't have to bring any cash back and all of that. And it takes away from them having to put a check in their account. This was huge. Speaker 2 00:20:03 It's safety for them; they're not carrying cash around with them, you know. Speaker 4 00:20:19 So Just really quick when when can we expect this to roll out? Speaker 2 00:20:23 That's a very good question. Now, what we're doing is we're testing with Tammy for the next ninety days, so probably by end of October, we should have a full understanding of what's working, what's not working. And then probably towards the end of Q four November. December is when we will start rolling up a new program. I am going to talk to Christy about that about who would be the next cohort group. But, we're going to do it in stages. ;, we're not going to roll that out to everybody just because one worked now, We have Tammy working. ; you have group number two working try to. See the commonality and issues that we're having, solve those, and then roll in cohort group number three, et cetera, until we get everybody rolled out. But, the idea is like Tammy said it's to bring control ;. It's to bring ease of process for the program itself. And ultimately and most importantly, the beneficiaries are being responded to more timely. That's what's going to improve for you guys. Yeah? All right. Any other questions? Speaker 2 00:21:21 All right. Um, the I have just two more items. So, the next one is uh just an update about what we're looking to do, the changes we're making in in finance and accounting when it comes to automation, leveraging AI uh uh and incorporating that into our workflows. By that what we are looking at is automating our complete accounts payable program here in expense reimbursement. So, when uh we were looking at a software called SAP Concur to uh to. To review and deploy in our environment, Which is going to eliminate almost ninety nine percent of all paper processing for accounts payable. All you do is you get a bill, scan it, send it to an email address, and then follow a workflow process digitally on your phone, on your iPad, on your laptop. It's going to eliminate all the paperwork that that you have to do manually. Speaker 2 00:22:19 No more filling out check request forms or anything as such. You submit it through through SAP Concur. There's always going to be someone uh making a request for a purchase, another manager approving it. We can set thresholds for dollar approval workflows if we need. If there's a purchase over fifteen hundred like Crystal was talking about, it requires two manager approvals. Everything is done on your phone, no paper, no check. Everything gets digitally paid to whoever The vendor is et cetera. So, that SAP Concur demo is being demoed to the executive team on Thursday. So, if their buy-in is good, then I am going to start rolling it out. The goal is to have it go live on January one for the team. And it'll be Darva who will be overlooking the entire program for us. So, it's going to be a huge undertaking for the organization because it's a complete. Speaker 2 00:23:17 Shift in behavior and how we're actually processing payments and working with our vendors. All right, so a lot more to come on that, But this is just to let you know what we're looking to do and what's coming down the pike in the near future. Very near future, three four months down the line. All right, and everybody will get trained on through SAP. So everybody will get familiar with it. It's a very simplistic application, but it's going to bring a lot of change to the organization. Any questions on that? Okay, and then last one uh is separation of expenses for Sharp versus Barbara Floyd. Right, now there's a lot of practice where all the vendors that were shared services, all the administrative and executive services are provided by Sharp to Barbara Floyd. We're going to be segregating all of that. So, it's going to be no more this eighty twenty split if you've heard of it. If you haven't heard of it, we uh. Speaker 2 00:24:15 Accounting, there's certain vendors that we work with. With Crimson IT, bills get separated. If they bill us for ten thousand dollars, we're charging eight thousand to chart and two thousand to back. But Barbara Floyd doesn't have an actual invoice from the vendor, so we're separating the because it's a standalone entity. There's a for-profit entity and a nonprofit entity, so the two. Different organizations, we're going to get two different accounts with that same vendor. So, right so for you, Your you'll know exactly who you are working with and what you are working, right? What your costs are. So it'll really give you a whole lot more control over the entire organization. So a lot more to come on that, But that's going to be this is something that we're starting now. And again, Darva was leading that effort along with Giselle. Oh lastly okay one more point speaking of Giselle. Speaker 2 00:25:12 Giselle in our payroll department is now taking on a more expanded role to help support accounts payable as well. So if there are questions, James is not your only go- to person. You can also go to Giselle. Just keep her informed so she knows what's going on. Speaker 7 00:25:33 When you guys email James or uh Giselle for inquiries, make sure you guys CC Darva. Speaker 2 00:25:39 Oh, got it, yeah. Speaker 2 00:25:42 Any questions with what I shared? Okay, so I am going to pass forward to Darva. She has a couple of things to share with you. So, Speaker 9 00:25:50 Mine are payroll related. So, One of the things I wanted to go over is cost center selection on the timesheet, particularly the hourly staff if they're going from program to program, Particularly like FSPs because we get some PAs that say that they're working in both. Um, if they are truly working in both, Please make sure that the cost center selection is happening or if they're working in any other program outside of their home cost center. Um, it's important for purposes of um budgeting. Um, Sometimes it's applicable to the contract reporting and also proper uh salary wage expense allocation. So please watch out for that because. Speaker 9 00:26:36 Sometimes, if you might have, especially when you start getting the budgets and looking at that, you might have questions. And particularly with salaries and wages, you know that's going to be important because that might be why you are, you know, above budget or lower than budget than you expected in a given month. So please watch out for that. And, the second is remember I think a little meeting or two ago. I was talking about how good we were doing on meal premiums? Yeah. So that's changed. So, we've gone from like about four to seven meal premiums a month to July. We had thirteen for one pay period, and then this last one we had eighteen. So if we could just please watch out for these meal premiums, Meal premiums should only be happening really like in crisis situations, or if like they're at the doctor um or something like that or in courts. But what we need to also inform employees is if you have to take your lunch a little earlier. Speaker 9 00:27:32 Because once you hit that fifth hour, a meal premium will kick in, and so we're paying them an extra hour, you know, for that meal premium. So, if they normally take their lunch at twelve, but they know they're going to be in court, they should take their lunch at eleven. Um. So unfortunately but we we can't. We need to try to avoid them where we can. We know, in some cases, it's going to happen, but it's just that the uptick so quickly was kind of surprising. Speaker 1 00:28:06 Going at nine eleven, yeah. Speaker 9 00:28:08 Well, that's what I am saying. If t here is a situation, if somebody's like," I don't want to eat at eleven," um and and for some reason, they can't take their lunch before the fifth hour. Speaker 6 00:28:19 It's after the third right? Yeah, Speaker 9 00:28:21 After the third hour. So by law, After the third hour, i want know. Speaker 10 00:28:29 They should be taking their lunch midday by the fourth hour because by the fourth hour, because. If they hit the fifth hour, they will get that meal. Speaker 6 00:28:39 Oh no, what I'm saying is after the third hour, they could take their meals. Yeah, Speaker 10 00:28:42 Three and a half. Right? Speaker 3 00:28:43 Yeah yeah yeah okay. They usually they sorry like my team for example, They usually they seem to go to doctor's visit often. So they know that already one of the conversations that I have is if they know ahead of time that there are going to be missing, what they do ended up doing at times is taking thirty minutes first and then go on their day and then take another thirty minutes. They usually divide their time, or they tend to go to lunch a little bit earlier, but they usually manage. So, they just see ahead of time, if that is going to be an issue. But they do tend to split sometimes their lunch, or they take it earlier. Yeah, Speaker 1 00:29:18 Most times it is at least they have to have at least thirty minutes. But there are situations where like you said, They're at court orum they know that they're going to be busy with the staff or with the client and nine and then taking a lunch. Speaker 9 00:29:36 Yeah, I am thinking of people starting at eight or eight thirty, so that's probably why. But yeah, I understand that it's just that if their things are scheduled and maybe things can I don't know be scheduled ahead of time. Yeah, They know ahead of time because I am seeing some things where some things that are scheduled and I am like, well, then the lunch should have been taken a little bit ahead of time. It wasn't that much?;? It was really close to like a fourth hour or whatever. Speaker 2 00:29:59 Yeah, So you want to do is try to make it a practice with this team, tell them by the fourth hour. Take your. Take your lunch. Don't we know it's a fifth hour from a practice internal practice, uh, just do it at the fourth hour just to avoid the penalty. Now, we'll be monitoring the individuals that uh are getting the meal penalty because the tendency is you'll realize that it's the same person doing it constantly. That that that's when you can take more administrative action and just have a conversation with that one. Particular. Speaker 2 00:30:33 Because it should not be happening the way it is, right? It's uh they it should be no meal penalties. But if we see consistency with one individual, then we have to address that with that one particular individual. Speaker 9 00:30:47 And we'll notify the directors about those. Yeah. Were these uh resources per week or per pay period? Pay period resources increased to seven? Yeah, it increased from like four and seven to eighteen now, like thirteen and eighteen. So we had thirty one for the month of July. Speaker 2 00:31:06 And and it happens like you all said, right? There's you have a business you're running, You have. Uh, it's a fluid. It's not it's a fluid process of work that you guys do. So things will happen. We want to be mindful of it because then we can get, it's not really the money aspect of it, It's really more challenges that would come from the Department of Labor telling us why are we constantly not adhering to a lunch practice. We want to avoid that type of conversation. We don't want it to appear that we're denying people's lives. Correct. Any questions, thoughts, comments? Okay. Anything else on? That's it for me. Speaker 7 00:31:49 Thank you, everybody. Christy, I'm going to have to go now because we get into the other facilities and it might take a while. Does everybody know? Speaker 5 00:32:01 So, I am going to slightly stand because I can't see all of you guys from back here. So, I am going to. I did bring candy because I like to make things interesting, and you guys are just way too quiet. Um, so for those of you guys who have not met me in person, my name is Chris Brown. You can call me Chris or Christy. Um, You can email me at my Sharp email address, or you can email me at the Clemson. I pay careful attention to both, but not as much careful attention to Sharp as I do Clemson. So just a heads up if you need a faster response um, I have business cards For you guys, but I left them in my office, so I'll bring them back around lunchtime. I do have a few things. I want to go over with you guys today, And then I'm going to have a pop quiz just because I have candy to throw at you guys. Um, I'm going to stand a little closer to Costa, just so I can throw it over here. Yeah. Okay. Thank you. Um, poor guy. Uh, very first thing I wanted to go over is the new phones. So we did order 55 new phones last month. Speaker 5 00:32:59 To get over to people who absolutely need them. We worked out a deal with Verizon and got the phones for free. Um, and so we're just waiting on the cases to come in. Tammy, your department's going first, um, just because of the BMO app. Um, also because wrap teams are near and dear to my heart. So um I am a foster mom to teenagers in uh extended foster care. So I work with a lot of wrap teams as a foster mom, and you guys are near and dear to my heart. So I'm gonna put you guys first. Also, because Kasha strong armed me, told me I had to do it. Any questions about the phone? Because we do have priorities where we're putting them in, But we are trying to get everyone who has an expired end of life phone updated. And there is fifty five people in the organization that need their phones updated. So, is there any questions about those phones going out? How. Speaker 6 00:33:57 Do you know what's end of life? Speaker 5 00:33:59 So we keep a careful accounting of the inventory we have for all staff. Um, And certain phones uh have gone end of life, because the operating system is old, and the phone themselves is over five years old. I am going to check with Robert; he was supposed to pull that. Speaker 6 00:34:23 Yeah, gotcha. Speaker 3 00:34:26 Let me talk with him because I, Yeah. The. Speaker 5 00:34:36 BMO app people are first because we need to get those done as quickly as possible. And then, um, We're going to be working with Crystal and Erin on what's next and which departments are going to be next. So we'll go by priority. Um, There are a couple phones that need to be replaced sooner than that, that don't rely on the BMO app, but that's just because, Phones themselves are not staying up for more than thirty minutes, And so those people are going to go next just because we need to get them. Speaker 1 00:35:05 We did get our crisis phone updated; that was super important. Speaker 5 00:35:10 Yeah, we do also have cases for you guys for your phones. So the cases are most of them are black, But we had to work out and because we had such a large amount we ordered, We also got some in blue and pink, so people can be a little bit more choosing with their phone covers. Um, on the laptops programs has about eighty laptops that we're switching out. We're slated to get those done by the end of September, so some of your staff will also receive new laptops as well. Um, we do we do have a list that Robert is working through, so he's working through them as quickly as possible. I think he got twenty done in the last three weeks, Which is actually pretty good given the fact that he's working through a lot of other issues as well. Speaker 5 00:35:57 So just a heads up for you guys, Those laptops are going to be going out for people who have end of life laptops that they need to be switched out. So he's got those as well, and you have eight laptops. Speaker 6 00:36:09 Yeah, we have a bunch more. Speaker 5 00:36:10 Yes, so you're getting switched out. We have eight laptops for you and eighty for Sharp right now that are being switched out. Yes ma'am? Are the end of life. So these are laptops that are well over five years old. Oh okay. So and there's quite a few. Speaker 5 00:36:29 Well, yesterday I turned it on and the message said no more memory. Oh, yeah. I couldn't open PDFs. Got you understood We will we will get that fixed. Um, we are also going to also follow under the automation and more paperless items, especially with new hires. Um, I know you guys know that new hires coming in. They have a lot of IT paperwork that they got to sign. So we're going to make that more um paperless. And they're going to use DocuSign to sign their paperwork for IT. So, items like the paperwork that they sign when they receive their laptop, their badge, Their phone, all of that is going to be digitized, and they'll have a copy. HR is getting a copy and we'll keep a copy. So just a heads up for you guys on that as well. We're also I know, this is a lot, and I do apologize. Um we're also going to be sending out uh company policies for computers and laptops to everyone. Speaker 5 00:37:27 And security policies for everyone in the company to sign. So, I am going to be sending those out probably in the next couple of weeks. I've got the language finalized. Crystal, Aaron, Apollo have signed off on it. Doctor Barbara has signed off on it. So, um, I am just getting them formatted in DocuSign to send out to the entire company yours as well. Um. So uh, yours is going to be delayed by two weeks. Okay. Just because it's the same language. I just got to put it on BAFMA heading. So i just want to make you guys be aware of it. I will reach out to you guys uh for individuals if they don't sign within four weeks, just to kind of keep you updated. Um it's not anything stressful. We're just going over security policies. What happens in the event of a disaster? Um what happens if they get a virus or suspect their computer might be infected? Or what happens if they get their phone or laptop stolen lost. So it's just a rehash of those policies that haven't gone out. So yes, sir. Speaker 4 00:38:32 I should do, but um, I think that as that I send my username and password. Yes. Because of that, they can switch out the laptop, Which I thought was surprising because the first thing you always hear is never share the username and password. Yes. Speaker 5 00:39:06 No, you should not. I did have a conversation with them about that. We do have a password policy in play. So, going forward, What's more than likely going to happen and is going to be the first company that Crimson Rose is out to is we'll be sending a text to your corporate phone when you are requesting a password. And you have to approve that request. We also have a website that we use that securely saves your password and, So, if you need to send a password to, let's say, Erin, You can send it through that link, and it self destructs the password after she views it. I wrote the program so I know how it works. So Christi. Speaker 2 00:39:46 But we shouldn't be giving our passwords out administratively they need if some support needs to work on a one of these laptops. Yes, the admin through their back in and their login log in and fix a problem. We shouldn't be. Like, it wouldn't have if it's something that needs to be installed using my user profile, Then it should be a shared screen thing, and I enter my password without giving it to them. Speaker 5 00:40:14 This would be where we're replacing his laptop. Speaker 2 00:40:17 Yeah, even even then so I mean you you power up a laptop, configure it, get it onto the domain. You don't need my password to do that. Speaker 5 00:40:25 We do the way that Microsoft Intune now works because. Speaker 2 00:40:28 We didn't do that at Ability First. Speaker 5 00:40:30 We do now It streamlines the process. Speaker 2 00:40:33 So we have to give the password out to somebody. Speaker 5 00:40:35 Yep, and we do it through a secure website now. That's interesting. Yeah, it's a lot more secure than it used to be. We're not giving it to a person. No, you're not giving it to a person, you're sending it through a secure website. And they can't see it? They can see it when they're ready for it and It's a one time use. I'll go over with you. Yeah, We'll talk about that. You can also give us an update in our IT meeting on Monday Yes. Speaker 5 00:41:05 All right, so I know I went through everything rapidly. Any questions about the cell phones, the policies, the laptop changeouts, and going paperless? Because that's not all I have, but I want to make sure that some important stuff gets out first. Speaker 6 00:41:24 Yes. All. Speaker 5 00:41:27 Right. Um, I am going to offer some training classes to SCHARP employees, and these are going to be completely digital. Um, they are in conjunction with some other training that we're doing, and they are going to get recorded. So, these are going to be trainings on how to effectively do your email or work with your email. Outlook, uh, how to properly save documents, how to be secure. Um, So these are going to be actual trainings that we're going to be doing over uh, Teams and Zoom for all staff and employees. These are going to be things that will help you become more efficient with your job. Um. Speaker 5 00:42:03 If anyone is interested in doing it in person, we can do that. We'll start planning those for September for all of you guys, But we want to make sure that you guys have the knowledge and things to be effective at your jobs with the tools in your hands. So, we are going to be offering those. I am going to be sending that out in an email. And it's going to be starting around the second week of September. What I need from you guys is to send me what days and times are usually slower for your staff. Because we want to work around your schedule, we don't want you guys to have to work around my schedule. If you try to work around my schedule, life is going to be impossible. So I would rather work around y'all. So, if you guys can get me what days and times during the week, it's better for your staff, I know a lot of teams work late, I know some of them work early, and we can do multiple training sessions that work for you guys. But I want to find out what would help you guys. Speaker 5 00:42:58 And then also, what trainings you need. Some people have mentioned to me that they need help with Outlook and how to make sure that it's staying connected to their Gmail. So things like that. So if you guys want to send us suggestions to me, Robert Gaston, We're going to get those planned out for you guys to make your lives just a little bit easier. We just need to know when too. And like I said, we'll do multiple sessions as well. I'm sorry? Are we using Outlook? So, some people use Outlook on their computers. So, The very last thing this one's going to be more of an open discussion because I am my voice is leaving me right now. Um, I need to hear from you guys what is working in IT. Speaker 5 00:44:04 Was resolved like, I think by like two o'clock I had my computer. Yeah. Those are the things I like to hear. What else is working with IT? I want to hear the good stuff before I ask you my next question. Speaker 3 00:44:16 Another thing that you can now see the history of your ticket because before you were not using the ticketing, and if you wanted to get back to it, to follow up, There was no place to actually find it. And now you can see the history and reply too. Speaker 10 00:44:36 Customer service is also great, and it has improved since, you know, you took over. So thank you for that. Speaker 1 00:44:43 So I agree with Gloria too, it's more quicker, efficient, helpful. The staff have reported that one person in particular's attitude has changed so doing much better. Speaker 5 00:44:60 Over there. We actually have over, 30 employees working behind the scenes behind Robert and Gaston. So, I don't know if you guys know that sometimes you might hear from a gentleman named Riddick. He's an amazing guy, great sense of humor. Um, or Juno. Um, she's really great. So you might start getting calls from staff that's not Robert and Gaston. Um, If you'll hear a variety of accents, we have gentlemen in uh South Africa who have been working with me for almost as long as I've been with Crimson. Some of my first hires. Speaker 5 00:45:33 So, if you guys hear about that or see it, Just let me know that these guys are stepping in to help out to make response times a lot quicker for you. And anything that they can do remotely, they will do remotely. So, all right. So next one, this is why I brought candy. It's a shield. I want to hear the bad things, and I will throw a piece of candy at you. And if you can't catch it, I will pass it down the line. So what's not working Apollo? Speaker 10 00:46:02 Uh, I don't know. It's kind of it's somewhat minor, But uh we've tried sometimes emailing uh through the all staff. And it seems like sometimes, some employees are not getting it. So there's there's glitches sometimes. Speaker 5 00:46:14 Okay, I will work on that because we did find that Gmail is a little bit more difficult with distribution lists. So we were trying to make that better. BAFMA as well, even though he just stepped out, um sometimes BAFMA gets them, and sometimes they don't. Speaker 5 00:46:30 And also, we do have that address restricted to your team and my team for now, and senior leadership. So some people, if they need to send out the all staff and they can't, just let us know. You can get them added. It is set up to automate on its own. So every time it sees a new person that's active, it adds them. Every time it sees someone deactivated, it removes them. Speaker 2 00:46:60 So, you may want to test that because I think that's where the problems happen. Yeah, because new people are not getting on to it. Gotcha. Speaker 5 00:47:07 So I'll run that scenario again. Would it be IT that preloads the email addresses on the printers? Yes, yeah. So if yours is not seeing that happen, I will get that added to the list. Speaker 4 00:47:43 Usually I get it right, but when you go back to the computer, like why didn't they go through? You got to go back. Speaker 5 00:47:48 So we can have those screens looked at though, you know. Yes, I will work with that with them on that. Um, I will probably also send out an email. Uh just to everybody asking, hey, do you not have access to your email address in the printer and find out which printer so that we can push that pretty quickly. But that's a good one to bring up. Um would you like a Tootsie Roll or a vanilla chew? Speaker 5 00:48:18 I Got an orange and a blue. All right, you can catch. And that's my bat shoulder. All right, anybody else follow? Tootsiero wipeout? Crystal wants to go. Oh, I gotta work on my arm strength again. Yes. Speaker 7 00:48:47 Is there a plan or a timeframe when we will be disposing of it, of course recycling it? Speaker 5 00:48:53 And how are we trying to just make more space? Um, we will get that. I will remind the downtown LA staff to get that done quickly. So, they have a new person. We can throw them in to load up the van. No, that's perfect. We can do that. Um, one reminder and I was looking at Jennifer and I just remembered, Um, if you were working in Box, we're not disabling that. Um, it's gonna be around for a little bit longer. So. So we are going to work on pushing that into a shared location, consolidating all shared locations, but Box is going to stick around a little bit longer. So anything else? Because I'm usually getting slammed by what IT is doing wrong, and you guys are being too nice. Yes? Speaker 1 00:49:48 For example, The printer eighty seven fifty, they have the number of former employees still on there. Speaker 5 00:49:57 Yeah, is it a way to clear that we will get that cleared? Yeah, so zero or two furloughed. Speaker 3 00:50:07 Okay, It's a little negative comment, just just a comment. You know, a little bit deceiving whenever a ticket is closed. We usually receive an email saying, like. How was your experience? Give you feedback. Nobody will know that's not true. I sent a few months ago. I had a comment, and it wasn't a negative comment per se, but it was about like the time length that it took. Yeah, and immediately after I submitted it, they reached out to me addressed that, and I was like," I thought that it wasn't anonymous." So now I don't feel comfortable to say anything negative because they know that they're not gonna know that I said something. Speaker 5 00:50:43 So, let me talk to you about that because am no one reach out to you? Speaker 3 00:50:46 No, it wasn't. It wasn't. It was the person that it wasn't your ticket. Oh, that might have been when I was out on medical leave. So, like now is like it's not gotcha. Speaker 5 00:50:58 I will remind because I was out for almost two weeks on medical leave. Um, so anything that came in so what happens if it's yellow? If, you guys respond back with a yellow or red. Uh the email goes to my senior leadership and me, um and then one of us is supposed to reach out. Usually, if we try within fifteen minutes, but like if I get one today, I am not going to reach out until after two o'clock. Um, and this applies for any client that gives us that. So, we're supposed to reach out. And probably what happened was I was out, and I know one had come in. Um, and I think they just went directly to the truck to the tech. For the most part they are anonymous. The only people that can see it is my executive leadership, unless they forward it to somebody else. And that probably would be what happened so I'll talk to you. Speaker 5 00:51:45 The team today and remind them not to do that again. Speaker 1 00:51:49 What is the determination criteria for when you reach out? Speaker 5 00:51:55 So, if you click on it and you click on either yellow or red, it's going to that's when I reach out. If you click a green, I will see the comment, but I am not going to reach out to you on that because I would have to reach out to about one hundred people a day. Speaker 1 00:52:11 That might be added into the instruction. Speaker 5 00:52:15 And it's supposed to be a senior leader that reaches out to you. Anybody else? Geez, you guys are so nice. I am going to stick around here longer. Speaker 6 00:52:32 We had issues with the SIM cards, yes, and so people can't do their notes in the field sometimes. Speaker 6 00:52:44 I know we've sent a bunch of pictures. So is that going to get resolved or what's going on with that? Speaker 5 00:52:50 So with the SIM cards, one of the things we're looking at a couple of things. One of the things is what area you are in. So like if you are if you've got an AT and T SIM card, you can't use it in my apartment because there is no service at all. Certain SIM cards don't work in any parking garages and, Some buildings, the way they're built, other certain carriers can't work there. And we do know that. So what we're trying to look at is where Verizon may not work, We're looking at T Mobile or even Spectrum if those areas would be better service. And so we're going to have to do that on a one off basis. That does remind me, we are also not going to do SIM cards in every laptop. So when you in the future. Speaker 5 00:53:43 It's not gonna be anytime soon, but in the future when you have new staff coming in, we'll need to know if they need a SIM card or not. Because office staff don't need SIM cards;, they can use their mobile hotspot on their phone. So, we are going to cut a little bit of cost there with the laptops as we go through. And recycle them. Program will all get SIM cards. Speaker 6 00:54:07 And how are those decisions being made? Speaker 5 00:54:09 So I am going to rely on you guys to help me out and know who needs. Who needs a SIM card and who doesn't in their laptop? Speaker 1 00:54:16 So, the question is: if for some reason there's a SIM card in their laptop, is it still Verizon just like the phone, or is it T- Mobile like the EDC? Speaker 5 00:54:24 It's still Verizon right now. Speaker 1 00:54:26 Okay. Because I was going to say if that service is not working, can they hotspot their phone? But it's the same service. Speaker 5 00:54:32 It's the same service. Yeah. But we are going to look at where they're located, things like that because we do know not every place has Verizon. Speaker 1 00:54:41 Yeah, it's just. Not going to be a specific location, but they're all over South Central and Santa Clarita and wherever else. Yeah, Speaker 5 00:54:51 I know. I had to getum I had to get a a spectrum hotspot for my house because spectrum internet keeps going out for days on end. So, and they're the only one that services my building. Um, I think that's everything I have for you guys, but, My email is always open. You can email me at Chris C H R I S at crimsonit dot com. That's the fastest way to get a hold of me. Also, if you have my cell phone number, I am going to bring you guys business cards later. Feel free to text me. Um, I am a texting fiend also because I have teenagers, and they constantly text me because they need funds at all hours of the night. Um, yeah, but like I said, you guys do a lot of work that's near and dear to my heart. I cannot count the amount of time. Speaker 5 00:55:40 I've had a new kid come in, um, And a wrap team brought them shoes within the first eight hours of them being at my home. So, you guys do a lot of great work. My job is to make your life a little easier. IT is a scary place for a lot of people. I try to make it less scary. So if you guys see things that you need help with, ideas I cannot promise all of them will happen. I cannot promise that all of them will get approved, um but I will try to make your lives a little bit easier. That's what my job is here, I am in the office usually twice a week, Sometimes three times a week, because on Fridays, I need to escape the amount of kids in my house. So I like to come in here some Fridays. But feel free to reach out even when I'm not physically in the office, I'm still working. So, I will be more than glad to talk to you, answer any questions. The only time I ignore you is when I'm in an active meeting, and i i'm not bored in that meeting. Sometimes i respond when i'm bored. Some meetings.I don't need to be at. Speaker 5 00:56:39 Um, but yeah, just reach out message me. All of that. Um, my my cell phone number and my office line both are textable. It's on my business card, but prefer my cell phone. Okay. Speaker 8 00:56:59 Everybody, we're going to go ahead and take a break a five minute break right now. And then you know. Speaker 4 00:57:39 Yeah, I'm just going to respond back to this message. Speaker 1 00:58:13 Yeah. Okay. Click. Oh, okay. Yeah, I'm going to walk back there. Okay. I'm pretty good right now. Oh, Speaker 5 00:58:32 Thank you. Was this when uh a coach got yelled at? That wasn't that fight? Okay. Because, we do have an issue where a postdoc yells at one of my clients, but I don't know if it was the same people. So instead of. I went to it hearing that this is what happened. Speaker 1 00:58:57 So this morning, ready to go, and all of a sudden I hear him. And she. Well, we have Bob here. And all of a sudden I'm like, okay. Speaker 5 00:59:41 Um, so it's not really perfect, but we can at least attempt to do that. Um, I am going to be sending out an email about this in the next couple weeks. We have a place for you to go and look online and also get it today. So, if your director in the Bible will have that for the next two weeks, Speaker 9 00:59:59 Um, no. Oh yeah, Speaker 1 01:00:02 You can go on there and various things before she blows up. Good school! Yeah, great going online. Thank you. You're welcome. Speaker 1 01:00:41 Congratulations. The win is a good day. Oh, no, Speaker 9 01:00:56 No, no! We're doing this cute one that they do now where it's a cake. And then the color changes in the inside, and they put a glass like a wine glass and pull it out. Speaker 1 01:01:07 So they're not even going to know. Speaker 1 01:01:11 Since I don't get pregnant around, how did the mother and father not know? Who knows that a doctor knows and then they send it to my sister. Oh, So your niece is the designated person for them to send the gender reveal to. And then that person takes care of the event. Yeah. I see. Now I have the answer. Speaker 1 01:01:45 Okay, good. Then she gets what she wants. But but she might have had usually whatever gets born healthy and she's healthy, everybody's happy. Exactly, that's all I'm here for. Which hospital is she going to use? Good, they have a lower mortality and negative impact outcomes. Yeah, that was the whole. Speaker 1 01:02:16 Excuse me. Hi. Hi. I'm Rosalind O'Neill, I'm a Success Corporate Consultant here at. And it's very nice to meet you, I've heard so many nice things about you since I work with all the directors and. So relieved and glad that they have you in your firm. As you know more than anyone can, much needed beyond much. We're glad to have you. Speaker 5 01:02:40 I'm trying to make it better for people. Speaker 1 01:02:42 You're not trying anything, You're doing plenty of good things already, And which is what we all need to do. They do the work in the field and with the clinical element, And they make do what they can to make lives easier for both the families and the child involved. And, we get to do our part to help them be able to up level, just really up level all the time on how to be better at it, tools we can give them, lines on knowledge and practice and approach and response. And yours is on technical on that too. Good luck on the um. Speaker 1 01:03:15 I'm glad you're doing the skill training. Yes, that's gonna be really nice. Yeah, I want to try to get as much done as I can on the skill training. You are, you are doing it. Good, thank you. Take care and nice to meet you too. Speaker 7 01:03:47 Yeah, I know. I'm gonna be doing my thing. You're on the okay. I know, but I don't know. Cause I was like, you can't. Speaker 4 01:04:01 Do this for you. Yeah, right? You can't do that. Speaker 5 01:04:14 For you. Speaker 1 01:04:15 Yeah, I was talking to zero. Speaker 5 01:04:18 Oh, I was. Speaker 7 01:04:26 Got a. Oh, Speaker 5 01:04:28 I love that. I'm not buying it. Yeah, The other one's eating, and she's just very much in there trying to start it. She is? Oh no! Yeah, she does nothing. Yeah, she's. We gotta find her new nappy. You should be learning her why oh? Um, I'm gonna do a little um baby shower. Speaker 5 01:05:14 Just to see her, so I think it's a really good thing. Speaker 8 01:05:19 And then, uh, we said she has a really great opportunity to bring these cycles back. I have twelve. Speaker 1 01:05:26 Hours. Actually, Speaker 5 01:05:33 What about the rest of the time? Right now they're buying or getting friends to go out and buy them. They'll like it. Yeah, trying to get. You know, start a collection. When she first moved in, her rap team brought. the rap team she was on had this. They brought over a print. It's getting ready to be put together. Uh, Speaker 8 01:05:60 It's been throughout the year and it's. I think it's because she was from another state and didn't. Speaker 1 01:06:05 Have one at the Time. Speaker 5 01:06:43 I'm Going. Because I don't have access to wait times, even though they're point, I don't have access to their uh station information. Speaker 7 01:06:58 Yeah. I like that area. My parents are great. Speaker 7 01:07:14 I don't know. Speaker 5 01:07:26 I don't know. I don't know. I don't know. Yeah, a five-bedroom apartment. Speaker 5 01:08:13 I've read your house. Speaker 7 01:08:28 Yeah, I know. Speaker 7 01:08:43 Like she's got to send this where she has. because they're leaving. post it cute, Speaker 4 01:08:50 Just send it directly to her. I mean, yeah. uh. Speaker 5 01:09:03 You know, I really do cause I'm working on building out something for you guys. Speaker 2 01:09:18 I've Been watching the traffic. I'm good. I'm not won out. 11:30 when it's so so. Alright, Christi, I'll see you. Oh, sorry about that. Speaker 5 01:09:26 All right, well then I'm going to sneak out and let you guys go back there. Speaker 7 01:09:32 Oh yeah. Oh that too. Yeah. Speaker 5 01:09:43 The corporate card's not working, and Amazon just billed me for everything to my personal account. Speaker 1 01:10:12 I have two. My mom is. Speaker 6 01:10:26 Thinking of like three months, six months, a year. They want to. Speaker 4 01:10:35 My dad still doesn't even know. Yeah, I'm here now. Speaker 6 01:11:03 You know what happens though, we. Speaker 6 01:11:12 I'm actually, but it's just running out of the two hours.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=6af37879-852c-498f-b240-9307cb76f1a4&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NjQ4MDI2OCJ9.CgoKBHNuaWQSAjY0EgsI7IOHg6T6uz8QBRoLNTQuOTAuODkuNDYqLG1CQ1RDRlVjRUxKNVpVV1FFdGM3b2hVMTdtTnZ2eUhydzFtaFBsdmpSYnM9MJoBOAFCEKIwR7e54AAAC8caJYLNfrZKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.3Vz9pIVCyrtJXdo9WaQx05-BGk8UApB49ytNVFpf6_Q&ApiVersion=2.0	Processed▾	—	✓	Client Work▾	SCHARP	892290 (4.95h, ticket 966024, board 80, CIO(14)/workType 55, agreement 470 Interim Managed IT Support) - logged 2026-08-12 EOD sweep. Meeting 09:00-13:57 PDT.	tkt 966024 - internal note added (BAFMA director's meeting summary + IT follow-through)	3 - Clients and Projects\Scharp\Meeting Transcripts\Meeting Transcript - 08-11 Meeting FY27–FY28 Budget Planning, Corporate Credit Card Pilot, SAP Concur Automation, IT Hardware Upgrades and Security Policies.txt	—	✓
07-23 Meeting: VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence	> **Date:** 2026-07-23 > **Location:** [Insert Location] > **Participants:** [Speaker 1] [Speaker 2] ## Meeting Notes ### **Project Status and Operational Updates** - Speaker 2 is unable to log into the VPN, blocking access to the latest usage reports; likely a Spectrum outage in Pasadena. - Based on the most recent available data, user activity is at 100%. Mark has completed 168 prompts; this is expected to be over 200 by now. - Speaker 2 sent an Excel file and a data reference one-pager to the team on July 22, 2024. - The July 22, 2024 meeting was not recorded; however, the transcript and notes can be shared. Today’s meeting (July 23, 2024) is being recorded. ### **Python Enablement and Security** - Python enablement for Mark is pending security team completion. - The security team is prioritizing urgent Microsoft Patch Tuesday updates, delaying Python work. ### **Training and Resource Distribution** - Speaker 2 has completed Power Automate training and plans to record sessions today. - Training materials and cheat sheets can be shared via email attachments or download links. - The team discussed automating distribution of updated training documents, potentially using Power Automate. - Speaker 2 will evaluate a new sharing method accessible organization-wide. - A best-practices one-pager for creating agents will be developed, likely next week, covering source files and knowledge areas. ### **Training Structure and Strategy** - Training can be structured by department or delivered as an all-in-one session. - A tailored executive session is recommended to focus on relevant use cases. - Departmental training is preferred for heavy Excel users needing deeper guidance. ### **Usage Review and License Management** - Speaker 2 can grant access to ongoing usage reports. - Usage data will identify non-active users for potential license reallocation after a set period (e.g., 90 days). - Insights will inform targeted training (e.g., PowerPoint users) and highlight automation opportunities. ### **Ongoing Meeting Cadence** - The team agreed on a monthly meeting cadence to sustain feedback and communication. - Proposed time: Thursdays at the current meeting time. - Speaker 2 will schedule the monthly series and cancel next week’s meeting. ### **Support and Feedback Process** - The Crimson Helpdesk will field initial employee AI questions. - Complex issues will escalate to Level 3 technicians, then to Speaker 2 if needed. - The team will continue using Microsoft Forms for feedback. Speaker 2 can create additional forms for specific needs (e.g., automation requests). ### **Upcoming Events and Follow-ups** - Free Microsoft digital event on agents: Monday, July 28, 2024. - Speaker 2 will be out of office on August 20, 2024. - Speaker 2 will email follow-up questions on Monday, July 27, 2024, covering topics from July 22, including Mark’s multi-tab workaround and Daniel’s export formatting issue. ## Next Arrangements - [ ] Speaker 2 to send notes and transcripts from the July 22 meeting. - [ ] Speaker 2 to record Power Automate training videos. - [ ] Security team to complete Python enablement for Mark. - [ ] Speaker 2 to create a best-practices one-pager for agent creation (source files and knowledge areas). - [ ] Speaker 2 to schedule the new monthly Thursday meeting series. - [ ] Speaker 2 to cancel next week’s meeting. - [ ] Speaker 2 to send follow-up questions via email on July 27, 2024. ## AI Suggestions > **AI Suggestions** > AI has identified the following items lacking closure or clear actions; please review: > 1. A definitive method for distributing training materials (automated via Power Automate vs. manual links) was discussed but not finalized. Decide on a standard to ensure consistent access to updated documents. > 2. The plan for enabling Copilot for the remaining users was raised by Speaker 2 but not addressed or scheduled. > 3. An agent naming convention was proposed, but its status and details were not discussed. [EOD sweep 2026-07-27] Alere weekly Copilot pilot check-in (Daniel Kubov, K. Yoon et al., 30-min slot ran 36 min, 11:30am): usage 100% active, top user 168+ prompts; VPN login issue blocked live usage report; training distribution via shared external links; departmental training structure w/ separate exec track advised; Power Automate videos in production; Python enablement pending security team (Patch Tuesday delays); license right-sizing (annual + a few month-to-month); monthly cadence agreed (Thursdays, this time slot); next week canceled; Christi OOO 8/20 (dorm move).	Jul 23, 2026	Speaker 1 00:00:14 Hey Daniel. I'm. Speaker 2 00:00:17 Good, how are you? Uh in in the other office. Yeah, I go back and forth between two offices in my house. So Oh, the agenda did not go into the notes. Let me get that fixed. Speaker 2 00:00:39 Hi, good morning. Let's see. Speaker 2 00:00:54 I'm trying some new agendas or uh some new features in Copilot, but I don't think it likes my detailed notes. Speaker 1 00:01:12 There we go. Still doesn't like them, but oh well. Who all are we waiting on? Speaker 2 00:01:42 Okay, We've got uh Kinney is the only one that I see on my invite list. Although I don't ever see PEC. Speaker 2 00:02:10 Yeah, And they they've. Uh accepted as well. So yeah, it's just something weird. I don't know how to explain it. Uh, It's been an issue for a while and I think it's hopefully going to get fixed soon. Hopefully. Speaker 2 00:02:55 All right. Anybody else we're waiting on? I don't mind to wait, but we're only 30 minutes today. Speaker 2 00:03:14 Yeah, Mike's probably not going to join. He's kind of I think when I looked at his calendar last, he was double booked for this area. Um, all right. So real quickly, just a heads up. I'm having issues logging into VPN, So I cannot pull today's or this past week's uh usage report other than what I saw a little bit of yesterday. Um, I'm not sure if the VPN issue is a Cisco problem, or if it's just the site I'm working at today. Um, but it keeps denying my access. Um, I log on. It takes my password but then it logs me off. Speaker 2 00:03:49 So it could just be uh some spectrum issues going on here in Pasadena. Um, all right. So real quickly, from what I saw last time, we're at 100% active for all all users. Um, last week's number was Mark had completed 168 prompts. I'm sure that that's probably well over 200 at this point. Uh you guys know Mark and what I've seen of him, And so I did send over the Excel and data reference one pager that I built out for him yesterday. Did you guys all get that? Okay, and then I did send out the notes from yesterday, But it looked a little cryptic and I couldn't stop it from sending you guys in time because I accidentally hit the control enter before I realized it. But I did send over the notes. Speaker 2 00:04:38 The one thing we forgot to do, which is my fault, is record. So there is not a recording of yesterday, But the transcripts and the notes I can send all of those over outside of what was sent over yesterday or this morning whenever it went out. I think it went out this morning, and I was half asleep with no coffee yet. So blame that on the coffee gods. I did not have my wakey wakey joys. Speaker 2 00:05:19 Yeah, I thought we had set it up as well. Um, today's is recording. Speaker 2 00:05:42 Yeah. Um, I have uh for the Power Automate because we had talked about Power Automate a few times. I went back in my notes and looked. I have built out uh the training for that, so I did show you guys a little bit of it yesterday. I did get those finished up, um and so I'm going to be probably recording those today. I don't have that many meetings today, So i'm going to try to get some recordings done on the open items. We have uh, the Python enablement. I'm just waiting on the security team to finish that up. They've they had some some nice, Lovely little last minute Microsoft Patch Tuesday pushes that they're working through. So that were a little bit more urgent. So once we get that done, They'll work on the on the Python portion so that Mark can have some better analysts coming through. So. Speaker 2 00:06:37 And that's the main open item from me, leftover from this week and last week was the Python enablement. And then real quickly, anything you guys have that you need questions asked on any of these pieces? I do know we have some other topics. We're going to go through a little bit in a moment. Speaker 2 00:07:08 I did not see those come through. Um, I didn't get them. That's weird. I'm in the right inbox. I only have four emails today: a scheduling question for cybersecurity, my daily briefing, my news brief, and then. Some acceptances to another meeting I sent out. That's all I have. Okay, maybe it maybe it's a widespread Microsoft issue that I don't know about. Um, but it's very odd. Speaker 2 00:08:24 Uh, Let me let me look at my alert folder. See if it accidentally got filed by a minion or something. Nope. Weird. Speaker 2 00:08:37 I will. Yeah, let's do that. Uh, John Carlo, One thing I want to uh bring up when do you want to enable Copilot for the rest of the users? Speaker 1 00:09:14 Mhm. Absolutely. Speaker 2 00:09:34 Let me pull up my Outlook on the web first and make sure that maybe it's just a lag in Outlook itself. Speaker 2 00:09:48 Uh, it is an Outlook within. It's a lag within Outlook. There's like 16 emails waiting for me. That is not very nice of it. All right. All right, so on cheat sheets and training videos number one, Um I can send out those links to everybody and let you guys download it, or I can send them via attachments in email. Speaker 1 00:10:31 Base that everybody can access, like we could write some sort of process for it to do that. I don't know if there's a real time task here, but we probably want to make that task. So yeah, I think your suggestion is the best way to do that so that you don't have to manually go in there and and do the same thing. Speaker 2 00:11:14 Power Automate is an excellent tool for that. But, that being said, there's a couple different avenues we can take on that. I do update documents fairly often, especially in light of how much changes are coming. And how quickly Microsoft changes everything. So just be aware of that part. But from the sharing perspective, The folder that I gave you guys is shared externally to not just you guys, but a few other clients as well. So I don't mind you guys continuing to have access to it because I only put shareable items to clients in that folder. So just a quick heads up on that one. Speaker 2 00:12:35 I have another idea. Let me think on it a little bit longer. Um, but it's part of uh, it's part of something that I'm building out for Anzor. So, let me think on it the next couple days. And that way it will be shareable to your entire organization plus some. So um, And the links that I provided everyone, you can hand that link out to everyone by the way. So. Um. And then for the structure of the training. So this is something that I was going to bring back to you, um I don't mind how we structure it. We can do it by departments. We can do it by uh all in one where it's everyone split up over multiple days and they choose what's best for them, um I normally always have a separate section for executive team. No matter what, um so it's and that's usually because executive team wants a little bit less. Speaker 2 00:13:34 Some of them do, some of them actually want a little bit more. And then also, I try to make my use cases more for the executive team. So Yes. Speaker 2 00:14:20 Yeah. Um, for number three, the plan for being able to review ongoing usage. Um, so I can grant you access to view the usage. That's very easy for me to do. Um, What we can do with that. And what we have done with that in the past is one of the things we do is we look at the usages of individuals. And if someone is not utilizing it, Say after ninety days, and they just don't care to because AI is not their thing, and I've had that so many times. Then we just pull that license from them. So uh and give it to someone else, Or if if we do a month to month, which I don't think I think Copilot just switched to month to month and allows us to do that on some of them. I usually for other license types I'll, I will. Speaker 2 00:15:10 Advise you to do year on most of them. And then maybe get three or four month to month, just in case you find that someone doesn't want it, and we can pull that back and you can save a little bit of money for that. Um, And then for departments, the usage that comes through uh it, it helps us understand what their needs are. One of the things I love doing is after uh, after a client has used it for three or four months, it gives me a fairly good idea of how they use it. So, If it's let's say your marketing team and they use it fairly often in PowerPoint, Then we can give them some additional training on different ways. They can use it within PowerPoint. Or it helps us understand how could we automate better. And that one's really fun because one of the things I am doing right now is I am sitting with different departments at another client. Speaker 2 00:16:01 And we're looking at what is your most manual task that you're doing, And how can we make this better using either Power Automate or a similar tool. And. So some of the insights that we get from AI will give us those same types of ideas. And that helps cut down, like, that frees up people for various other functions that they might want to do. So for example, At the nonprofit I'm at there's a group, it's a programs group where they're spending 40 % of their time billing. When they could spend at least, They could drop that down to twenty percent spent on billing and the other twenty percent back to helping out clients, their own clients. So, it's one of those things that you know, it does give us ideas of how we can free up users or free up employees times and just make them a little bit more efficient. So. Speaker 2 00:17:05 Yeah, and then for Power Automate, I did answer it a little bit earlier. So that's definitely happening soon. It's actually one of the most asked about videos that I am making. So, I am looking to have that done within the next couple of days and have that where I can send that out to clients and have that posted. I got to get with marketing to see where they want to post it to whether or not they want to post it to. The Crimson website, Or if we want to make a whole new uh sub site where we can send that out just to clients. So. Um as far as the guidance document for best practices around creating agents, I am also going to work on a video for that, but I am going to make a one pager on best practices. So, um this will this will actually outline some of the questions you had on source files um and then knowledge areas. So. Speaker 2 00:17:59 One of the things about agents is you can connect it to a SharePoint site and all the documents within that SharePoint site or that team site, which will be very helpful. So you can also connect it to a website. And, so I had one of my peers in another company, connect one of her agents to the Microsoft Learn site. And so that made for a really cool agent on New upcoming things and training and stuff. So, so I will have that out soon, but that is something that's on my list of items to work on. It's probably going to be a next week project just to be fair. You've seen everything I've done most this week with AI. Some things are going to get pushed next week. There is only so many hours in a day. I am about to train my daughter on how to do some of this stuff for me, so I have a little bit more time. Speaker 2 00:18:55 In addition to training my daughter, I do have two new staff members on the Crimson side. That's learning what all I do so that they they're going to start backing me up. Besides having Gabby in the security team. So and then ongoing meeting cadence, I would love that. We could do that, monthly or I can have Mike bring me in monthly for that, or we can do it every other month. It's up to you. Whatever you guys want, we'll do it. I mean, I'll be honest. You guys have given me so much feedback already that's been fantastic, especially Mark and you and Daniel. So I'd love to keep up this cadence because you guys might find something that I don't know about or something that's changed within Microsoft and I don't catch it right away. So this would be fantastic. Speaker 2 00:22:05 Yeah. Um, let's do it monthly. So becauseum as I see. And I'm using Mark as my example. As I see him diving deep into the analytical portion, That's something that I'd like to get his two cents in when he sees the issues like what he saw last week. So, yep. Um, I can get that scheduled. Do you guys want the cadence of this time of day on Thursdays? Okay. We'll do that. Speaker 2 00:22:43 I do have another AI meeting monthly that's on Thursday mornings as well, so that would be fantastic. And it's monthly. And then my Wednesday, I have a once a month Wednesday two hour meeting with other peers, other CIOs like me who are heavily invested in AI. And it's usually the day before this meeting, so that would be ideal. So um. Speaker 1 00:23:22 Yeah. Got. Speaker 2 00:23:34 You. Uh, I'll I will cancel next week's. Um, but a heads up for you guys. I'm out on the 20th of August. I have a small trip planned to take my daughter and move her into her dorm. So yes, she's leaving me for Merced. Yes, yeah. Now, for the employee questions, uh, Crimson Helpdesk will take those. If they are a little bit more difficult than what they're capable of doing, uh, They will push it up to the level three techs who actually have a little bit more in-depth training in AI. Um and they give me a run for my money sometimes. And then if they can't answer it, they send it to me. So just be aware. Speaker 2 00:24:42 Yeah. Yes, we try to be. Um, the Google form, I don't like Google. Uh, we do Microsoft Forms. Um, but yes, I we can continue to use it. I actually have a few more forms created for AI stuff. Um, And so I can send those over for everyone to have as well. So that's easy. And then I can make some as we progress on things that they want to see automated or want to see within Microsoft Copilot, that maybe we can find a workaround for them, things like that. So. And then we'll have that documented, and we'll actually add that to the group training. So. Speaker 1 00:26:42 I'm going to watch it, guys. Have you watched it before, Sydney? Yes, I have. I've watched it a hundred times. Wow! Well, maybe not like a hundred times, but. It's my third time watching it though. Oh, is this your third time? Okay. Speaker 2 00:28:52 I Like that, honestly. Sorry, I was about to sneeze. Um. Speaker 1 00:29:38 I'm not sure if I'm going to be able to get it all in one piece. Speaker 1 00:30:11 Yeah. Yeah, Speaker 2 00:30:21 Um, and just remember, um, we did I I'm still the words are hard today. Um, the additional training beyond the scope of work is still stands. So we can go over. I'm not going to have a problem with that. Um, I think I did in something I referenced for you guys. I did advise you departmental, Uh would be best, but only because you've got some heavy Excel users that might uh need a little bit more in depth training on the Excel side. Speaker 2 00:31:14 Yeah. Absolutely. Perfect, um, on the next point, um, Is there any timing constraints we need to watch out for as we go through this? Mhm. Speaker 2 00:32:07 Okay. Perfect. Um, and then we were talking about agent organization yesterday. Um, just wanted to, checking on the naming convention proposal. Speaker 2 00:32:38 Perfect, Uh and then don't forget the the free Microsoft digital event for agents uh is. On the twenty eighth next Monday, so if anybody wants to do that, they can register at learn dot microsoft dot com. I am definitely going to try to do it. I do have a meeting during that time, So I am going to see what I can puff around and see if I can get to go into that one as well. So and if you guys don't attend and i attend, I'll send you out anything extra that i learn cool. And then Colin was working on a design. Speaker 2 00:33:12 Type rendering agent. After our meeting yesterday, did he work on that a little bit more? No worries. I was playing with it a little bit more yesterday. Yeah, I was having fun with that. So, I do appreciate him. Speaker 2 00:33:42 Uh bringing that up because that was a little bit too much fun Yeah. Speaker 2 00:34:14 Yes, I found a whole new design idea for for my living room. Speaker 2 00:34:34 Yeah. Yes, um, I do have some questions that I'm going to send out over email. I just want to check in um, So I'll probably send those out Monday, just based on what we talked about yesterday. Mostly because I want to give them a few days because like one of them is going to be the multi - tab workarounds in the workbooks that I know Mark is working on. And then I want to check in Daniel, you were you were looking at the export formatting issue? Is that still an issue or did what we talked about kind of help? No worries. Speaker 2 00:35:12 Yeah, I'm going to send that out on Monday, that question. So these are just based on the conversations we were having yesterday. So any of that. And then other than that, that's everything I have. I think we're doing really well. Speaker 2 00:35:41 No worries. You guys make my job much better. All these questions. I definitely owe you guys either chocolate or lunch one day. All right, thanks, guys. Have a great week. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=2cd3b623-439a-4210-8089-f0d846d3f136&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDgzNzI4NiJ9.CgoKBHNuaWQSAjY0EgsI5ozyrvi9tD8QBRoMMy4yMzkuNzMuMTc2Kix1dGVxWWZqUVVNcjdaUFJkcjhpSGhYT3pTQWN1YXZmSzdUalJ3NlJBVFpRPTCaATgBQhCiKijY8eAAAPYYqCCzkvJWShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.oPEG9uki5HblZg1VFe4LOvYTntsNE0b56NBwUa4kTQg&ApiVersion=2.0	Processed▾	Security team to complete Python enablement for MarkDecide on a standard method for distributing training materials organization-wideSend notes and transcript from the July 22 meeting to the team+6	✓	Client Work▾	Alere	883394 (0.62h, ticket 945230)	ticket 945230	3 - Clients and Projects/Alere/Meeting Transcripts/Meeting Transcript - 07-23 Meeting VPN Outage, Training Distribution, Python Enablement, Usage Review, and Monthly Cadence.txt	—	✓
Foothill Family - IT/Security Assessment Internal Kickoff	Internal Crimson kickoff. Anzor, Pete, Jason, Anton, Mike, Christi. Foothill = HIPAA-aligned prospect (CFO Jim, CIO Chris). Goal: 4-6 week IT/security assessment a la SCHARP, with HIPAA/NIST findings + onboarding-equivalent data capture for takeover proposal. Christi mentors Jason on methodology. CW Ticket #940291 on Board 80 (Crimson IT). 54 min (Admin-DoNotBill, internal). First Foothill client meeting Tue 5/5 10AM.	May 4, 2026	05-04 Meeting: IT and Security Assessment Kick-off for Foothill Project Speaker 1 00:00:08 Good morning. Good morning, Jason. How are you? Speaker 2 00:00:11 I'm great, thank you. Speaker 1 00:00:13 Awesome. Good morning, folks. How's everyone? Speaker 3 00:00:17 Take your stuff out of the dryer. Speaker 1 00:00:20 Hello, hello. Oh my God, all the best and brightest all in one call. I love it. Speaker 4 00:00:27 All the best and bright, all the best and brightest in me. Speaker 1 00:00:30 That's right. I don't have to say" in me."[ Laughter], Okay, so look, folks. Beautiful Monday morning. So happy to be here with you. This is just incredible. Chris headset is not connecting. Let's give her a second so she can join the conversation. That's technical issues. Speaker 5 00:01:02 It's because my headset. Was, looking for the connection to the phone and I had disconnected the phone this morning. Speaker 1 00:01:09 Awesome. Okay. So, um, The Pete you, you want to run it. What what's this meeting is all about. Speaker 4 00:01:17 So I wanted to kick this off. So basically, um I think we're going to be looking for primarily. Well, Anton's supposed to be on here too, isn't he? Let me make sure he's going to join. Speaker 6 00:01:35 Let me ping him. Because. Speaker 4 00:01:45 Primarily, uh. I wanted to make sure Anton and Jason were on here. Speaker 6 00:02:55 Let me see if I call him. Speaker 2 00:02:58 And uh if you don't mind me asking, and uh Anzor. So I know that. So you know the owner of Putney family. Speaker 1 00:03:06 Owner of which family? Speaker 2 00:03:08 Foothill Family, the what we're discussing today. Speaker 1 00:03:12 Do I know the owner? No, I don't. Speaker 2 00:03:14 Oh, okay. So so you work with the Um, C. Speaker 1 00:03:21 C O O C F O Jim. Okay. Jim and then they have a CIO named Chris. So So it was CFO Jim who started the conversation. And connected us with Chris, who reports to him and responsible for IT. Why do you have connection to these guys? Speaker 2 00:03:46 Nope, nope. I've just from looking at their website. Uh, I was just Getting some background on. On your relationship with them. I know a lot of these are just, you know, former relationships, people that you've developed relationships over the years. Speaker 1 00:04:01 Yeah, yeah, yeah. No, no. This is uh this is no relationship. Speaker 2 00:04:06 That's good. Speaker 4 00:04:13 Okay. Okay. Hello, hello. We have Anton here, so I wanted to talk. I just wanted to talk briefly about what we have to deliver for this. For. This organization, I know Anton. You said that we've got a fairly. You've done quite a bit of work since SHARP on automation and and um. Tightening up our security reports. One of the things that Anzor said he would like to do is he would like to go on site and take a few folks with him. Speaker 4 00:04:49 So I think he said he would take Jason and probably you said, maybe Kevin Onsor, if you go on site to kind of do an assessment, and we talked about maybe Mike going as well. So, um, Speaker 1 00:05:04 So just to bring everyone up to speed, right? I spoke to Chris. Chris communicated the news that this assessment will be happening to their IT manager who did not take it lightly. Okay, so this is not going to be a walk in the park situation. And as a matter of fact, he said something about before this statement that he's either sick or something, so he's not able to come to the office. So tomorrow at ten AM we're going to have our first. Uh, call on Teams, right? Speaker 1 00:05:48 So Pete, I invited you to attend this call as well. So it will be you and I, April just so she takes the notes and then Chris and this Maseehs, I think is the name of the guy. Really weird name. Um, so and then we will see how that's going to go, right? Ultimately, we want to say, "Hey, we'd like to come on site," right? We need to do. We need to put a nook. Right, we don't have to do it on the first day, on the first meeting, But at some point, right, we'll need to put our NUC and run our scans. We'll have to get onto the you know scan the local AD, scan the Azure. So, the important thing to understand this is not just a security assessment, right? So I think we will have to break this into two distinct separate phases. One. Speaker 1 00:06:43 We want to run this as the full IT assessment. Effectively, at the end of this exercise, we need the following items. We need to be able to produce a full security report and say, here's the things that you guys care about and they're HIPAA compliant. So we need to make sure we correlate it to HIPAA requirements, right? And we'll have to provide the standard critical Um, important. Um, Nice to have uh findings and the timeframe to fix it right. And the cost, if were to do that blah. That's on security front. We also want to do pretty much a full onboarding right as if were to do a full onboarding, We want to capture all of their information, so we can really assess where things are. Now we'll have to thread careful because it's not really. Speaker 1 00:07:39 A full onboarding, But we need to be able to understand at the end of this exercise and put an executive report. The state of IT. Right, so not just security, but in general, how's their policies and procedures? Right, how's their backup? How's their change management process? What the business is thinking about it. And they have couple of open positions. So we'll need to be able to say, do we think they need open positions or not? Right, and ideally we want to get as much information as possible from these guys, including all of their financials. How much the contract costs, what's the overall cost of it. And once we have it, We should be able to come back exactly like we did with SHARP and say, "Hey, we can run this organization for this much money." Speaker 1 00:08:35 That's ultimately the goal for us to do what we did with Sharp. And then say," We'll save you money." And if they give us a green light, We take them over and we'll already have done all of the due diligence because we're ready to onboard them, right? And we're not going to charge onboarding fee. I've told them that if we go through this exercise. We'll have all the information. We're not going to charge you on boarding, right? Does that make sense? Speaker 4 00:09:01 Yeah, now Jason, I know you haven't. Been through this before, right? So, Chris. And Anton, we obviously went through this for SHARP. We've kind of done these type of assessments for others before. Um, Mike, you were obviously part of the sharp thing as well. But I want us to help Jason do this, because this like Ansor said, this a A full IT infrastructure and security assessment. So. Speaker 4 00:09:33 I don't want to just leave Jason hanging on this one. I want us to, To bring to bear all the tools and the experience that we've had and help Jason kind of. You know, Make sure that we deliver everything that we've delivered before and not not fall short because we have a, you know, a limited amount of time and a limited amount of. Resources and things like that. They did ask a lot of questions, unlike, You know, Sharp really didn't ask us as many questions as this team did, right? They asked us about. They asked a lot of detailed questions. They said, you know, this proposal references optional vulnerability scanning and Greenbone tools. Is that included in the assessment? And we said, I think you said yes, right? Anzor. Speaker 1 00:10:21 Yes. Yeah. Speaker 4 00:10:23 So we so we said that that that is part of the assessment. So we need to make sure that, We need to make sure that there's a vulnerability scanning included. Right. Speaker 1 00:10:33 We need to do exactly what we did for Sharp. I would do this, right? JSON is going to become your world. You need to get good at this, right? Moving forward, this is what you will be doing, right? As we get new clients. Chris was the lead on Sharp, right? This gal amazing. She knows anything and everything. She can help you, right? And she will be your counterpart on this one engagement, right? Chris, your job make sure that Jason Wright shines like a star. He is right. Obviously with your halo, I am sure this will happen. So Chris will help you out, right? What I'd like to do you guys handle all of the IT areas. I am going to get involved on interviewing executive staff. Okay, so. Speaker 1 00:11:21 Uh, we're gonna at the meeting tomorrow, Pete, at ten o'clock. We're gonna say, look, we need to figure out how we handle IT component and the business component. I'll be handling personally. And I'll be interviewing IT staff and I will be interviewing the business staff. Right? So um. So, just so we're all on the same page, the ultimate outcome is for IT director to say. Okay, effort. I am out of here, right? And then it's a slam dunk for us to take over. Alternatively, it could be our proposal financially is so sound that they'll say. We definitely want to move forward, right? So those are the two ideal outcomes. That's why we want to be very friendly, very professional. But we want to cover all aspects of it, so the guy understands his job is actually being questioned. Like when we start to ask, "Where is your budget?" Speaker 1 00:12:20 How much these contracts cost? How much you paying for the phones, for the printers, for the Miraca support? Right, he'll understand that we are collecting information on entire IT ops, most likely to outsource it. Right, and we actually want them to feel it. We do want to make sure it's very friendly, right? And I will be managing that component. Right, so I am going to position it:" Hey, our job is to go through all of this and make you shine." Right, but work with us. Right, because we can't do it without you type of thing. And then if he doesn't, then I'll escalate. Speaker 4 00:12:58 Right now, what they did say is that they're happy with their help desk. They have a couple, I think they have a couple people. I think they said that their help desk is most likely going to just stay. It may stay as is, whether they decide to do something depending on what comes out of this. Obviously we'll see what happens, but. That's most likely not going to change much, or maybe it'll happen something like it happened with Sharper, or who knows, right? But. That's, that's probably gonna gonna be diff. Uh, you know, separate. Butum this is more focused on the I T infrastructure, not help desk resources and things like that. Speaker 3 00:13:34 So almost sounds like a carbon copy of sharp. Speaker 1 00:13:36 Sure, right, right. I mean, Most likely what's going to happen, we'll end up effectively taking those guys right into Crimson IT. Right, so Pete, just so we're clear, right? We want to concentrate on all aspects of it, Knowing that those guys will most likely end up staying with us if we win this deal. Sure. We want to be careful, right? Not to position it, we're here to make sure you outsource your IT. That's not why we're there, right? Because, there was the other company that did that, and it rubbed them the wrong way. Our job is just to present them with information, right? And say one option you outsource, one option you execute in-house. Here is how you execute and these are the findings. Like if we see that they have one internet circuit, we're going to say you need to have two. Speaker 1 00:14:28 And if we see that they have three, We're going to say you can cut cost by getting rid of the third one, right? Like that's what we want. Speaker 4 00:14:35 It's a very yeah, it needs to be a very objective IT assessment. And he, he was very one of the guys was very focused, like I mentioned to a few of you, very focused on There are security holes, right? He said," We have we have MFA, but we don't have." You know, we don't have a lot of other things that he noted, and he knows that they have. They they they're missing, numerous other. Options. So he wants us to really assess it. He wants us to prioritize the list once we do have it. And then we have to have a, we have to have a, you know, a good presentation the objectives and the findings once we're done. So Anzor if you're okay with it, I'd like to forward them that string of email responses that we got at the end because there's a lot of questions that they asked. And Anzo responded like twice with. Speaker 4 00:15:27 With answers, so I think it's important, Especially for Jason and Chris and Anton to read through that email thread because they asked. They came back with two sets of questions from the original proposal. Um, with specifics. So I want to make sure that our deliverable responds with those answers because I don't want us to say, yes, it'll have it. And then we we our our deliverable doesn't include those. So let's make sure that we do include those. Speaker 1 00:15:57 And we want to move fast, right? We want to move. Fast on this engagement, so we've told them it's four to six weeks, right? For us to complete this engagement. So I want to make sure that. We actually try to get it done in four weeks, right? So you guys. Um, totally. Uh, we we and then we'll have to get the PM right. And we will need to make sure we stay on the schedule. Okay. Speaker 3 00:16:38 Are you working with the COO or CFO? Speaker 1 00:16:42 Okay, we are the project is initiated by CFO. We are working with CIO. CIO concentrates. On application layer only, okay? He is not touching infrastructure and doesn't want to touch infrastructure. So, okay, good to know. So it's a CIO who is struggling with the IT manager. Yep, yeah, the guy who reports to him. They he used to be administrator; they promoted him. Speaker 1 00:17:20 Once their IT manager left and they couldn't find anyone, hoping that with his promotion he'll be better, he got worse. And now they're like have a much bigger issue that they're trying to sort out. Speaker 3 00:17:33 I see. Super helpful to understand that. Got it. Yep, yep. Jason, when you see Chris's report, it's phenomenal. So it's. Speaker 2 00:17:41 He showed me a little bit when I met her at Sharp. Um, we didn't we didn'tum. Get into a ton of detail, but it was very impressive. Now let me ask you this: you know from our On the uh, how did we do the infrastructure assessment? Did you run a tool because I know we're using Obic. Yeah, are we using Avic? Is this something. Speaker 1 00:18:04 No, no. Avic is used only to manage switches at Brookfield buildings, right? We're not using Avic for assessment. Anton and Chris have the set of tools they are utilizing. They can walk you through. On all of it, I would take that offline. Ultimately, You can run it so schedule time with both of these guys, so you can like you'll have to put. A project plan together, right? So with a PM. We definitely want to have a project plan in place because we want these guys to see that we are operating. Speaker 1 00:18:47 At the high level, right? Speaker 4 00:18:49 Yes. Yeah. So so Jason, I would like like Answare said, I would get with Chris and Anton and put together your plan. And Seg will be back tomorrow. From a technical perspective, though, The three of you should put your plan together and get your guidance from them. And then whoever else you need from the team, you know, to put together what you need to do for your assessment. And then Um, when said. Come s in, she can help put the details together from a from a project plan standpoint. But from a technical perspective, you guys can put together your. Your approach, and then Anzor. I guess based on our call tomorrow, you can we can figure out if there is going to be a. Sort of an initial meeting on site and or who's going to go and when and that kind of stuff. Speaker 1 00:19:38 Right, right. Yep, that's exactly right. And just in your plan, guys, if you could also add. U m, uh, you know, a section for me to interview. Um. To interview executive staff and IT personnel. That'd be great. Right. Speaker 4 00:19:59 So Jason, maybe you can kind of put a straw man together for a high level, you know. Bullet point list call it whatever you want an Excel spreadsheet, you know that seg can use as a template for a project plan based on. On the task list that you're going to do technically, and then she can put, you know, start to put dates around it or whatever for tracking. And names and stuff like that or whatever you want to do, but. And we included Mike just because if we do an initial on-site assessment, we thought Mike could go. Um, and attend you know to to sort of. Speaker 4 00:20:43 Be there and help look around if we do an initial visit. If we don't do that, Mike may not need to play a role here, but He can be helpful. He's technical, and he can be a good face on the to the customer if we need one more body there. If not, it's fine. Speaker 2 00:20:59 So, now this is this is uh we're dealing with uh PII and HIPAA related stuff, so or As it relates to the process, do we what? Specifically, Chris, maybe we can take this offline. But what do we have to do? From a compliance perspective. Uh, do we have to become a secondary like what uh? Gosh, Speaker 3 00:21:29 It's NIST alignment for HIPAA. There's no certification for it. Speaker 1 00:21:32 Yeah, yeah, it's just NIST alignment. We we will want to part of our report. We'll have to compare them to NIST and say, here's where you guys. are doing well and here where you're not. And if any of that is impacting their HIPAA compliancy, we want to make this a critical finding. Speaker 4 00:21:48 And maybe something you can do, Jason, Is take a look at the report we produced for Sharp because that will actually give you a really good example of. Of what we gave them, because it basically said," H ere is what you are not doing for HIPAA that you really need to be doing." And if you don't, and you get audited, you are going to be screwed. So. That was a good thing that Chris came up with. Speaker 1 00:22:12 Yeah, I have to drop off. Quick question: How we're doing with Maverick? Have we notified them that we've got certified and we can do the work? And have we gotten that audit for insurance that we can go against and say, yes, you guys good or no, you have problems? Like, have we made any progress with Maverick? Speaker 4 00:22:34 There hasn't been a lot of progress. I think there's supposed to be a meeting tomorrow, if I remember right. Speaker 1 00:22:42 You're running point right on this one because I am completely disconnected. Speaker 4 00:22:46 Yeah, there is a kickoff meeting Wednesday for Maverick actually. Okay, great. That's good to understand too. Speaker 1 00:22:51 Yep Great So so uhum I am actually, um, I'm gonna be on a boat on Wednesday and I know there is the meeting. To review the budget, right? At 4:00 p. m. So I'll try to make that. I'm going to not attend any other meetings. Mike, you and I we need to meet today or tomorrow. Speaker 3 00:23:18 We're meeting tomorrow for the meeting. Speaker 1 00:23:19 Oh, we're meeting tomorrow to go over it. So so we're prepped. Okay, great. Okay, all right, Pete. So and then let Jeff know. I am sure he's not going to be on the call, but if he does that we've already submitted the Vegas. Full company application, and we've got a bunch of people for. Uh, we've. Speaker 4 00:23:40 Already got two people for Colorado. Speaker 1 00:23:41 For Colorado, right? So that that's all we really need. Okay. All right, awesome. Sounds good. Okay. Thank you, everyone for dropping off. All right, take care. Bye. Speaker 2 00:23:54 Hi, Christy. Can you stay for a minute? Yeah. U m, okay. So you in another chat, you sent a note. Uh. So this was just. Speaker 5 00:24:06 That's my entire working folder. Um, But because at one point, it became a There was an investigation side to it, And that does happen with a few of these types of projects that we take on. I get brought into an investigation. U m, that's the private folder you are going to see in there. Um, and so basically everything that I did, I am going to make you a walkthrough based off of this meeting. But I'll make you a walkthrough of what we need to look at and what we're doing. And remind me, are they Microsoft or Google? Speaker 2 00:24:49 Uh, geez. I my initial impression was that they were Microsoft. Okay, but I don't know if they actually gave me that. If they're Microsoft, Speaker 5 00:25:01 Great, because i I can easily set up the PowerShell scripts for anyone to run as long as we can get. A an app registration from them or at least global admin rights so that we can create an app registration. And I can run the same scans that I run on any client that's looking for HIPAA alignment. Um. So there's a pre- assessment documents that I was working on. That one is our checklist and some things that we were putting together, our briefing. Um, and some of these I've already shared out with Onsor, so he had a copy of them as well. Um, Speaker 2 00:25:38 It looks like they're Office three hundred and sixty five Yeah. Good. Keith sent over the accepted quote. Now this would be actually really good to Put together, and you may have a. And I apologize for interrupting you while you're speaking. Um, this. You know, we drop this into Chat GPT or or whatever, and all the things that we're going to assess it'll create either a separate. Like a tab on a spreadsheet or, you know, what are you thinking? How do you normally do this? Speaker 5 00:26:11 So very first thing is I look at everything they send me. And look at what they're trying to accomplish. And then I will make based on that. So, I actually this is where I don't use AI. I assess everything that they're sending us. Um and assess what they need. So like for this one, uh, they sent us over some documents on like. Their network equipment and things like that, so that I knew okay for this, I'm going to need to validate their network equipment and what they actually have out there. Speaker 5 00:26:46 If I don't have it, then I'm going on site and I'm installing Network Detective. Speaker 2 00:26:53 So that's that's our tool set. Network Detective is our tool set. It's a license that we pay for. Uh, we own it. Okay. Yes. Speaker 2 00:27:02 And that tells me everything I need to know about their servers, their printers, their it just interrogates the shit out of their network. Speaker 5 00:27:09 Yes. And then No, you're 100% right. Not only do we use Network Detective, But I'll go in and I've got PowerShell scripts I'll run once I attach to their network to see what all is out there and to see if there's any vulnerabilities, things like that that I run outside of Network Detective. Speaker 2 00:27:30 So that's our magic sauce. Speaker 5 00:27:32 Yeah, Anton and his team handles Network Detective. I go in and I do my own, uh, I guess you would call it. Speaker 5 00:27:43 I s it white hat hacking or whatever? Yeah. Speaker 2 00:27:47 So Anton's team runs Network Detective specifically. Oh, okay. Speaker 5 00:27:51 So there's some other things that they may run. I don't know fully because I don't use their tools. I use, I use mine. My ability to dig in. Speaker 2 00:28:00 So myum. So as it relates to the infrastructure side moving forward, so he's doing everything that I would be. Yeah. Okay. So I would get the results of this, you know, break it down, understand it. And then we can do an executive presentation on it, right? Yes. Okay. Speaker 5 00:28:24 And then, There is a file that he gave us that's called that we were given on this one on this client. That was their network manual by location. So we were able to validate that. So basically I went into that, I saw what was in there, And then I validated all the IP addressing and the information that was given to us that way. Speaker 2 00:28:46 Now, are you talking about sharp in particular? Yes. Okay, okay. Okay, because when you were saying that I thought well you already had. Is some information on Foothill, but no, the shark. Okay. Yes. So that's interesting. That's that's okay. So they're going to tell us what they have, but you're going to You're going to check it. Speaker 5 00:29:04 I'm going to always validate. And I'm always going to look, is there anything rogue out there? Either that they know is rogue or they don't know is rogue. I am going to check other very similar types of things to that, because not only am I looking for what do they have, I am also looking for what are the loopholes. And cannot access those loopholes. So sometimes they may not realize that they have stuff on the network that's open. And I'm going to say. Speaker 5 00:29:34 So it was my own little mini pen test. While I am not certified to do pen testing, you know, I am going to look and see if I've got a way in. Speaker 2 00:29:42 Yeah, no, that's great. And so this is part of your standard just getting the door and. I love this. This is good. Yeah. Because you're right, you know, one of the things thatum So, and it's 11 o'clock. I don't know if you have to go. Speaker 5 00:30:01 Let me see what's on my calendar. Speaker 5 00:30:04 I've looked at my calendar today. I just can't tell you what's on it. My oh, uh, yeah, I don't have to attend that. Okay. Uh, I saw a lot of things in there. Um This is so Anza's never asked me to do this piece. I've just done it as a way of just validating what's out there so that we can be more thorough. Before I didn't never have the time to do it. And then in the last, I'd say six months, I started having the time to get it done. Speaker 2 00:30:37 Well, as an IT, you know, I managed majestic. We were a similar size as this. Similar number. I had twelve offices around the United States. I think they have nine offices locally down the two ten and the ten. Um, you know, from Pasadena to I think Covina. So similar size. Um, different business altogether. But there is a lot of You know, I would be curious if their IT director, I should be presented with. Everything right. We're going to ask them, show us what you've got. Yeah, and then then there's the reality. There were some things that when I Uh, what did we do? We ran a tool that. Speaker 2 00:31:27 Uncovered some things. Some. Things that were on the network that were listening, that maybe shouldn't have listened. You know, things that I wasn't aware of. Like okay, well that's a problem. But also the when we we started to run Nessus. Um, that interrogated every damn thing uh that it had access to. And gave me this nice report. And so we had a lot of vulnerabilities. Um, that like you have to resolve this now. Yeah. Because it's one of those set it and forget it you plug it in, you have and it just works. And so, but it's so far out of date. There is like a list like this of red, you know level ten. Vulnerabilities. And. So that's the kind of information I wish I would have had because I didn't know that I needed to resolve those. Yes. Speaker 2 00:32:24 That I was necessarily sloppy, although my updates were probably. I was doing the Windows updates, but sometimes you don't realize that your access points. Your switches, your and devices that they're sitting in a closet. They need to be updated and they've got some severe. They've got active exploits in the lab. Mhm. So they need to know those things. So What the level tens are. And I yeah, so anyway. But I'm keenly aware, And I'd love to just give them the spreadsheet that has all this red stuff. Yes. You know, so that they see it. Speaker 6 00:33:04 The IT director probably has no idea. And I am humble enough to say that I didn't either. And so, oh, we hired a fractional CISO. And he was from a defense. He worked in defense, so he beat the hell out of him. Rightfully so. Speaker 5 00:33:26 Yeah, No, I totally understand that. Um. I was gonna say something. Now I forgot what I was gonna say. Speaker 2 00:33:38 Well, you were taught we were talking aboutum vulnerabilities, uh PowerShell scripts, network detectives. But you validate, they make the genosum, and you validate. You check for rogue looking for. Uh. What do they have? What are back doors validating what's out there? Speaker 5 00:33:57 Um, I also gain access to uh if I can do it, I gain access as a Super admin or global administrator. And then I immediately add an app registration. Giving me full read rights, I don't try to go for right. I just want full read unless I have a suspicion. There is a reason I am going to need read. And so. The suspicion is if like in this case, I already knew some things that were going to happen. So I went ahead and gave myself uh write abilities. But also worked off of just read as much as possible. And so that way, if if all of our suspicions were coming true, and this would have had to be with the approval of leadership. So You'd have to get their approval for the right access, but. Speaker 5 00:34:49 I would retain that access so that I can make changes as needed. In Foothills' case, you just want read access for now. Um, and what we can do. From that is we're able to, like I was monitoring over. Holidays for clients and saying, okay, well, you know we we need to do uh X Y and Z. Speaker 5 00:35:18 And so I was keeping, I was keeping track. I was reading things. I was making sure. That person wasn't doing any data loss. We were working on actively preventing it. And then giving them the full, you know, report on whatever frameworks that they were doing. So in this case, with Foothill, they're HIPAA aligned. So I'm going to check, I'm going to see. If they're Microsoft, do they have BitLocker turned on? Are they managed by Intune? Because BitLocker is one of those things that will get them. In trouble with HIPAA if it's not turned on. And so is MFA, you know, and things like that. Speaker 2 00:36:06 So, this is uh so Pete and uh, Pete worked with a group of us. And you I think you may have been on this call. I don't remember, I apologize. But as it relates to putting together the wording for the assessment, the infrastructure assessment and all that stuff. So is this boilerplate? No, I. Is this something that we can repeat? Speaker 5 00:36:27 We can repeat it. It's it's moreum. It's more along the lines of I don't boilerplate it because every situation is different. But I bowler played it to an extent. Speaker 2 00:36:41 So it's templated. I mean, I guess. Because Pete wants is asking me to kind of standardize some of this stuff, And this seems like a really good like like this if I wanted someone to look at my stuff, this what if I were CFO, this the kind of stuff that I would look at. These are all you're attacking. They're attacking all the major points and. Um, I mean, this just. You're going to lay it bare in front of the executive staff. Now, they may not or not the executive, yeah, the executive staff. Speaker 2 00:37:16 Yeah. They may know what it means. And so you need to boil it down into very simple terms. Exactly. Um. You know, like you can tell them that they're not compliant with it, but. Yep. And soum that's what they care about things like so. Uh, let's see here. Speaker 2 00:37:38 But yeah, I mean, this is one that, and I don't know if we could. This would be a good sow that you keep in as a standard kind of. Assessment. Yeah. Get a woman. I'm thinking about it. Speaker 5 00:37:52 Yeah, and just to be honest, the only reason why I Don't will or played it yet is because, every single one I've gone through has been. Slightly different every time. Speaker 2 00:38:05 And, it's going to be. You are going to come to different conclusions on all of this. Speaker 5 00:38:09 This is just a. You know, because well, and I was looking at one of them. Okay, what is what are we going to do for the. Um, the let's see here. Um. See. Well, the optional vulnerability scanning, Greenbone or Qualys. Review of recent alerts and incidents. That's one of them. Uh, give me one second. I was looking at the case. Speaker 2 00:38:42 Evaluate security posture against industry best practice and the NIST cybersecurity framework. That's, and then there was another one. Oh, evaluate cloud environment configuration. Access controls and security posture. That's your security. You are going to find, you are going to dig, you are going to find it's not like a You dig a little deeper. They need to know those things. So that's pretty neat. I like that you're doing that. Yeah. Did you do something like this for the Dodgers when you were there? Did you run these internal, look at these sorts of things? Speaker 5 00:39:18 A few times. Um, but. We had an amazing uh. Director level, she was awesome, and so there wasn't much I had to do. But I would run them, underhanded just in case to make sure my team was doing what they were supposed to. Yeah. Speaker 5 00:39:42 So, We had the director knew what she was doing. I knew what I was doing, and the other director knew what he was doing. So we all worked in tandem. It was just our vice president who was not so. Intelligent. Speaker 2 00:39:58 How do you, oh, so I'm gonna go into that folder. And I'm going to kind of look to see, you know, the things that I mentioned for them. Yeah, but. U m, you know, as it relates to infrastructure. I mean, basically all of it. I'm curious to see is there where is there the reports like the. The final notes, is that out there? Speaker 5 00:40:30 Everything is in there. Everything I did. All the stuff I've put together since being here and ever since November 20 t h is in that folder. Speaker 2 00:40:41 Where would I see like their infrastructure presentation? Speaker 5 00:40:46 It's uh. Speaker 2 00:40:49 There's TPX reports. Speaker 5 00:40:51 Mhm. Let's see. Speaker 2 00:40:53 So that'll be that's I. Speaker 5 00:40:55 Just saw what they sent us on infrastructure. I rolled up the actual infrastructure report and everything else. Because I did it all as one report multiple times on multiple different occasions. So. Speaker 2 00:41:11 Based on Clemson IT presentation, there's the executive summary. Yeah. Did you have a nice little network detective infrastructure report? Speaker 5 00:41:24 I didn't use it. I did my own. All right, but you took from it or no? Speaker 2 00:41:31 I took some pieces from it, or I took some pieces from the reports that. Anton ran, but those that we were presenting to didn't care. Speaker 5 00:41:43 For that, we needed a higher, more executive level. Alright. Speaker 2 00:41:52 All right. Yeah, and this one we're going to be working with the CIO, so they may want to see. You know, those type of diagrams, but I guess you know we'll figure it out along the way. Yeah. Um, what they're really interested in. Um, so I'll go through. I'll look at the Crimson IT presentation. And the Sharper Executives on my OSCR. Okay. Is there anything I should, you would have me look at? In particular, bring my attention to. Speaker 5 00:42:24 Honestly, at this moment. Not really. Um. Trying to think. Speaker 2 00:42:37 I guess Andrew's going to bring me on site. I'm going to meet with executives and you know, I'm going to meet the team. Yeah, and I got to speak intelligently with some of this, and so I think I have a pretty good understanding. You know. What we're looking for, right? Yeah. All aspects of IT. And he was pretty clear. About what he's going to be doing and then the infrastructure assessment you're going to be doing that. Um, and. I'll play a role in that. I'm learning. I mean, everything is just a Like it happened, it's been great. Speaker 5 00:43:19 I completely understand it. Completely. So. Speaker 5 00:43:25 It's actually, this has been a lot of fun working here. I will say that. I am a whole lot less stressed. Work ing for Crimson than I was for my last two companies. Well, no, my last company and then the one two before that. So if that says anything about how great it is to be here. Speaker 2 00:43:45 You know, um. How much time you got? I need five minutes of your time. Go for it. Um, so I got to see at Wyngard something really cool. I was at the Care First Village right behind Dodger Stadium. And it's both transitional housing and permanent housing. And so it's these cool, um, you know. Um, the container homes. Now they're not cool. I mean, they're real small, but people are paying for it getting their life back in order. So Stephanie, there we were fixing some doors, and she said, "Hey, I want you to come see this." Graduation ceremony, they have a culinary school. Homeboy and Homegirl Industries come and they pick. Some. Speaker 2 00:44:31 You know, group of people to take this class, and um they they got their like their. Like a certain certification to food handling. But, this is probably the most significant thing that these people have ever accomplished in their lives. And I, this one guy Miguel was the, he was. And his energy, just receiving this little certificate and says, "I can't wait to show my siblings." I got chills being in that room. And how that changed the energy in the room because they were so humbled and so proud. For just a simple thing, and they now have a career you know that they can go into. And so I thought about this. I am like well. You know, I know that you are very much into foster. I met at Winthrop. These people that probably never maybe even owned a computer or. You know that. Speaker 2 00:45:26 Maybe even struggle just to handle it, you know, creating an email address and doing basic services. And so I thought about this. I am like You know, I don't know if Andre has ever considered setting up a nonprofit where. Um, you know we do little boot camps, you know like a crimson cares. With a crimson IT Academy, where you do a four-week boot camp, an hour a week. And show people faces, right? It doesn't even have to be advanced like AI. I am thinking, you know, like. I've shown someone how to crimp a cable and you know, punch downs. Do basic things like that, and then ultimately when they advance, maybe we pay for them to be network plus. Um, I am just thinking out loud. I was going to talk to Anzar about it because it. You know, Weingart has a need. Speaker 2 00:46:24 Um, and maybe in the foster care system they have a need as well. And that, But setting up like a nonprofit called Crimson Cares when it comes to like teen poverty. We donate our time. Of course, we did have to get funding from somewhere. Uh, but anyway, just thinking out loud. And I thought you would be. I know you are overwhelmed in life and with work, so I am not trying to put this on you, but I think. That's a great idea. What do you think? Speaker 5 00:46:53 That is uh that's kind of cool, Uh just a heads up I'm on the board of a nonprofit already that does uh something like that. So, yeah, I am sorry. My keyboard is acting weird. I am trying to turn it off, so I can fix it while I am talking to you. Um, but it is an amazing idea. And there's I don't like this keyboard. Um. Speaker 5 00:47:21 My Windows key keeps pressing down, and every time I need to capitalize the S key. Um, it pulls up Adobe. Oh, yeah. Um, anyway, I am a part of a nonprofit that is like that, and it's very cool. And I would love to, I would love for Crimson to do it. I just don't know if I can be a part of it because I am on the board of the other company. Speaker 2 00:47:49 What happens if we make it so awesome that we could bring you over? Now, a board doesn't have to be significant, right? You know, but I love the idea of. And again, I don't know what the effort is. I started to research it just a little bit. I mean, ultimately, Anzar you know in his life, I don't know what Capacity is what a non how a nonprofit would change. You know, I am sure he could benefit. The company could benefit from it. We get funding; he would pay somebody. You know, an hour a week, maybe you know to do these boot camps. It could be a great learning opportunity for someone. Of course it wouldn't be free. I couldn't know that I would be able to do this in my free time. Um, without being compensated or something like this. I don't know. But it doesn't have to be for free, right? Um. Uh, but. Speaker 2 00:48:47 You know, Onsard could benefit. I think that should get benefit from the Clemson IC Academy and Clemson shares. Yes, I've done it. Just thinking out loud, but if I could steal your time in the future. Um, you know, further down the road. I mean, I'm not talking about right now. I was going to present it to Andra and see what he thought about it, and maybe we can make something happen. Speaker 6 00:49:12 Yeah. No. Speaker 2 00:49:15 I'd like to learn more about your nonprofit that you're on the board of, and that does something similar. I'd like to know how you structure it. No, they're trying to cure things. They're working on it. But I was so and I talked to Stephanie about it. She had this big smile because I know where you are going with the face in. And she said, " T hat would just be amazing because these people are they're trying to start their life, and how do you start your life?" You know, Even giving them a Chromebook at the end of one of these projects. And then. Having them set it up themselves, you know, as part of one of the boot camps. You know, uh, You know, we've already said, you know, we teach them how to set up an email kind of get their life in order. Start the basics right, and then at the end, you have to put all those skills into play and set up a. A problem that was happening. Speaker 5 00:50:05 No, that's awesome. Speaker 2 00:50:07 That could be one aspect of it. You know, there's multiple, you know, how to access government resources. Using a computer, I am sure there is lots of people that don't want to. And it would be very specific groups of people, not everybody in that would have the capacity for that. You understand? But the case managers would have to tell us, "Hey, this is a great candidate for this program. We want to see them train." And so, build mobile classrooms and. You know, using Starlink for internet. Speaker 2 00:50:41 I've done that before, not Starlink, but other ways. So anyway, Just wanted to present that to you. And if you if you I think that it would be a great idea for fencing. I am not going to talk to answer and. Thank you, and thank you, guys. Speaker 5 00:50:56 No, it's I. I love that idea. Um, so the nonprofit I am on was formed. About three, four years ago. Um. And sometimes they go in one direction, sometimes they go in another, and we're still trying to get everything built up. So, it's my best friend's. She's done through foster care and stuff, and she is a therapist. So she's been actively working on getting it all sorted. Speaker 2 00:51:30 Well, maybe if we set up the Crimson IT Academy, we can set up little boot camps. For. For the kiddos, Speaker 5 00:51:39 Yeah. That sounds awesome. Speaker 2 00:51:43 Okay, well I Ium. And I may have just talked myself into setting it up. Yeah. I got to consider what that means, but no, I would love to do something like that. Speaker 2 00:52:02 Well, good. Well, I appreciate you taking the time. I'm sure we're going to meet here again in the near future to go over some of this stuff. I'll take your lead on on it as well, because you're a pro and you've done this. The sharp private is that something that I stay out of or no, Speaker 5 00:52:21 That is uh no, That was a private uh folder for a long time that I I finally moved into there. But it was. Some things that Onzer had asked me to do that was going to stay, needed to stay confidential with no sharing. Speaker 2 00:52:38 Yeah, I got it. Okay, I see the NV files. That's your cloud files, right? Speaker 5 00:52:44 Yeah. Yep. Not everything is AI, but some things are so. Speaker 2 00:52:57 I think we're good for now. Um. It was nice chatting with you. Yeah. Let's talk soon. Speaker 5 00:53:03 You too, thank you. Have a great week. Bye.	—	https://crimsonitservices-my.sharepoint.com/personal/christi_crimsonit_com/Documents/3%20-%20Clients%20and%20Projects/Foothill%20Family/Meeting%20Transcripts/Meeting%20Transcript%20-%2005-04%20Meeting%20IT%20and%20Security%20Assessment%20Kick-off%20for%20Foothill%20Project.txt	Processed▾	—	·	—▾	—	—	—	—	—	✓
06-04 Réunion: Claude Integration, AI Foundry SOW, and Web Server Security/Pen Test	> Date: 2026-06-04 > Location: [Insert Location] > Participants: [Christi] [Mike] [Speaker 3] ## Meeting Notes ### Initial Updates and Check-ins - Ryan has resolved item number four, and it should no longer appear on reports. - Ryan tested and confirmed that devices on separate VLANs are visible. This will be important for the future CMMC effort. - Matt from the web server team noted some security functions were not enabled on the web server. - Mike recommended a third-party penetration test before making changes, given the server's connection to the ERP. - [Speaker 3] mentioned a pen test was done about 14 months ago and will check if it included the website. ### Claude AI Initiative Discussion - The main goals are to integrate Claude into the Microsoft tenant and ensure data remains internal, not shared with Anthropic. - Christi confirmed that by default, data sharing is turned off for corporate/business use in Teams and can only be enabled by an administrator. ### Internal Chat Client Project - A request was made to set up a virtual machine integrating Claude with an internal document database (currently on a SharePoint drive). - The goal is to create an internal chat client to answer process and workflow questions. - Christi clarified this is a project, not a simple ticket, and estimated it would take 20–25 hours. It would require building an AI Foundry using Azure, which supports both Claude and OpenAI. ### Project Scope and Financials - [Speaker 3] believed the work, including training Michael Priester, was part of a previously paid scope of work. - Christi clarified that training Michael is included, but her building out the AI Foundry would be a separate, additional cost. - Mike reminded everyone that executive leadership requires Avalon's account to be current on back payments before new work can be fully engaged. - Christi will meet with Michael Priester after her vacation to understand the requirements, create a Statement of Work (SOW), and provide a quote. ## Next Arrangements - [ ] Security and Testing - [Speaker 3] will check if the pen test from 14 months ago included the website. - Decision pending on whether to conduct a new third-party penetration test before remediation due to ERP connectivity. - [ ] AI Foundry and Chat Client Project - Christi will meet with Michael Priester after her vacation (starting June 5, 2026). - Christi will create and send a Statement of Work (SOW) with a quote for the AI Foundry project. - [ ] Financial Alignment - A conversation needs to happen with Pete, Katie, or others to address Avalon's account balance so new work can proceed. ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. There is a discrepancy in understanding the scope of work already paid for versus the new work required to build the AI Foundry. This needs clarification to align expectations on cost. > 2. The project's progress is at risk due to outstanding payments from Avalon. A clear path to resolving the account balance is needed to ensure resources can be committed. > 3. The security vulnerabilities on the web server identified by Matt are unresolved. A decision is pending on whether a new penetration test is required before remediation.	Jun 4, 2026	Speaker 1 00:00:12 Yeah, I'm liking the new features from uh from Copilot that Microsoft has been tweaky tweak tweaking. Why is words so hard today? Tweakin over the last couple of months. Speaker 2 00:00:28 Or Alere doesn't make a difference, anyways, becauseum PC stated that they they can only use Copilot. Yeah. That's the only one that's supported. Hey Vance. Speaker 1 00:00:38 I got under my desk in the three minutes between last meeting and this meeting and found the cable and plugged it back in for my camera. Speaker 2 00:00:46 Hey Vance, is your audio working? I don't see you on mute but I don't hear you. Speaker 3 00:00:51 Yeah yeah we're all good. Speaker 2 00:00:53 There we go okay Were we waiting for Russ? Speaker 3 00:00:58 Um, I don't think so. Let's go ahead. Speaker 1 00:01:04 Okay. Can I just give a tiny update because you graciously gave me that bottle of bourbon when I got my kiddo? Um, I just opened it last week for the first time. Speaker 2 00:01:18 Out of necessity. Mike told me he had a couple of tough weeks there. Speaker 1 00:01:24 Yeah, yeah, I did. Uh, she graduates in a week. Oh, nice. Yeah, and now she's going to college. So locally? No UC Merced. Six hours north. So, oh, Speaker 2 00:01:42 Wow. That'sum that's a little too far to drive. It's drivable. Yeah, we've driven. And it's a little it's a little too close. You're like in the in between, like you're probably just going to wind up driving every time. Speaker 1 00:01:52 Well, So Amtrak has a station less than a mile from the school and has shuttles back and forth to the Amtrak station. So. Okay. Yeah. Speaker 2 00:02:03 Cool. Well, um Vance, just to make sure we have enough time, short of going through our our typical meeting list, was there anything you wanted to address at the top? And then I have Christi here uh to kind of expand on that on that. Uh Charl initiative we had talked about last meeting. Speaker 3 00:02:17 Yeah very goodum. Speaker 3 00:02:21 I don't think there's anything high priority. Um, okay. We've had to do a few things for our business central program, butum, right. Email and Ryan have been very good about helping out with those right away, so. Speaker 2 00:02:34 And just letting you know this item number four this was taken care of. Awesome So you should no longer see it on the reports. And, then the last thing real quick I'm just going to touch on this real quick So. I had Ryan test. It looks like we can see devices on separate VLANs. Um, not super critical, But just keep it on the radar because when you guys do the CMMC effort, this is going to be something we're going to need to touch and remediate. Okay. Okay. Good to know. I'm gonna move this down actually. So we don't um last thing real quick, sorry. One more thing during the week Matt reached out. Speaker 2 00:03:18 And I, guess he was working on a ticket and noticed that there were some security functions on the web server, um, that weren't enabled. And so he reached out to me and I suggested, hey, I'm not sure if you guys have done this, But I do recommend since you're since the web server is a virtual machine hosting the website, and there's ties into the ERP. Um, You may want to consider looking at a third party pen test before we make any changes. Speaker 3 00:03:46 We did do a pen test like fourteen months ago. I I will look into that and see if he did the website as well. I forget. Speaker 2 00:03:55 Okay, I want to double check. Some just I just had this up here to mention it, butum go ahead. So I have Christi here. She's super busy, so I want to make sure i'm making good use of her time. Um Vance, If you want to go ahead and ask those questions or kind of coverum the cloud initiative? Speaker 3 00:04:12 Yeah so. Speaker 3 00:04:14 The two basic things we're hoping to accomplish here is um just to get Claude integrated into the Microsoft tenant forum use by everybody, Um and and also make sure that we set up the the permissioning within Claude that the data that we put in there, Um can can we limit it to stay within our system and not go out like to Anthropic. Oh. Speaker 1 00:04:43 Yes, one hundred percent. So, um, by default it's turned off for teams. So if you are using it for corporate or business, it's turned off by default. It cannot be turned back on by regular users. It can only be turned on by admins. Speaker 3 00:04:59 Okay. Excellent and then um the other one was that we wanted a specific, I I don't know. I think Darwin just submitted a ticket for it, But to set up a virtual machine where we have Claude integrated with the document database that we have um for internal systems, So we have an internal chat client that just references our internal documentation to answer process workflow questions. And are we capable of this, that kind of thing. Speaker 1 00:05:35 Okay, so that's going to be a little bit more. That's going to be a project rather than a ticket. Um, and I'll I'll be honest. Uh, that's where your data wherever it's located, We're going to have to build out an AI Foundry using Azure to to do that. Now within the AI Foundry, they do have Claude, and they do have uh OpenAI. So we have different tools that we can build out in it. Um, it is going to be. Speaker 1 00:06:06 It's probably going to take me about twenty to twenty five hours, depending on what type of system is housing that data. So it is it's not it's not easy, but we can make it happen. Speaker 3 00:06:20 Okay, we have it all in a SharePoint drive right now. Um, and we'd like you to go through that with Michael Priester and Darwin. And like as as like a how how to. From your professional, Speaker 1 00:06:38 Yeah, we can do that. Um, What we'll doum let me sit down with Michael Priestor when I am back from vacation. I leave on tomorrow and going on vacation. So once I am back, I can sit down with Michael. Priestor get uh, Michael's great love him to death. Uh, what i'll do is, i'll sit down with him, go over. You know what the asks are, what it looks like, i'll draw up an SOW, a statement of work. Uh, We'll get it quoted for you and get it sent back over to you guys. Um, For me to build that out, and I can teach Michael how to do that at the same time. Speaker 2 00:07:13 So Vance, just a reminder. So Christi and I are boots on the ground, right? So we want to help you. But I just want to remind, let Katie know or let the finance team know. I know we got like a sizable paymentum, but we didn't under there was no notes on what that was applied to. So one of the pushbacks we're going to get from our executive leadership is for us to. Help the way we want to help. Um, they're going to be pressing on Avalon to come current. Yeah. On back payments, so just a reminder, right? So like you know Christi wants to help you. She'll meet with Priester We'll. Still, we'll continue down that road I'm still here to support you. But um we've been given very clear instructions to make sure Avalon's aware that um we need to get up somewhere or just have a conversation, maybe Maybe. It's just a conversation with Pete and Katie or whoever um. Speaker 2 00:08:02 So that we can make this happen for you. Speaker 3 00:08:05 Okay. Okay. Understood. Speaker 1 00:08:11 I can't afford to get my hands smacked anymore for going outside the bounds of my job, So I get to be too helpful at times, and then Pete's got to rein me in and tell me to stop, so. Speaker 2 00:08:26 So yeah, and I think Christi made a good point Vance. A lot of it's not just around AI, But it's also around making sure your existing infrastructure has the proper guardrails set up. Because AI to a degree is sentient to a degree like it will, it can disobey you. It can hallucinate. It can hallucinate. It can make stupid decisions, But as long as we have proper guardrails put in place to prevent stupid decisions from causing too much trouble, that's the part that a lot of organizations miss. Speaker 2 00:08:57 Because, they just put everything into AI, and they trust AI is not going to make any mistakes until AI makes mistakes. So that's why they said, you know, you still need the uh the human validation portion of it. But, it is a huge time saver, and it's pretty amazing like what it does. Speaker 1 00:09:16 Yeah, I'm getting caught up on all my projects just because of AI. Did. Speaker 2 00:09:22 Christi cover what you were looking for Vince? Speaker 3 00:09:26 Well, the yes, I mean that that sounds exactly like what we need to. But that's included under that first scope of work that we all already paid for, right? That training session with Michael. Speaker 1 00:09:36 Or someone. Yeah. Okay. But me actually doing the work for you to build out the AI foundry, that's a little bit different. Okay. Yeah, That one's That was a little bit more. Um I can teach Michael how to do it, but that's going to be extensive to teach as well. Speaker 1 00:09:56 We'll get it done for you, Vance. I promise. You, just you might have to pay for a few extra things that aren't covered, and I do apologize for that in advance. I'm more of a i'm i'm more of an honor type person than a p person, and I'm trying to learn how to be a p person so. Speaker 2 00:10:17 Yeah So, I think the timing is good also um, Christi's been pretty good about staying on top of projects. I think I told you last meeting advance, Like we've been super busy with different types of AI projects across our customer base. Um, but I think right now, I mean, I don't have full project visibility, but I do have some sort of temp on like Christi's busyness. Andum she seems a lot less stressed this week than she did like two or three weeks ago. I think because you got vacation coming up, Christi? Right? Yeah. Yeah. Speaker 1 00:10:46 Yeah, I'm gonna get caught up on my list of books. Speaker 2 00:10:51 Awesome. So, um, was there anything else Vance? Any other questions you wanted to ask Christi? I was going to have her drop if we're good. Speaker 3 00:11:00 Nope. No, I think that's it. Thanks much Christi. Good to see you again. Speaker 1 00:11:04 Good to see you guys. See you later.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=56914f15-a7f9-484f-85c9-d2bbe08a85f7&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDYwMzkzMCJ9.CgoKBHNuaWQSAjY0EgsI3uL-3OadoT8QBRoMMTAwLjI1LjQyLjQ5KixnYVh4MFFqNU1nMlhFajdNK2I5eW16MFNkOTEzOWZsNnExbUk4UEkxQktJPTCaATgBQhCiGmOa68AAEMu_-zpF4S7WShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.GjeECZZ_s0ny1c7-_ydaQGIL2DeeYDrNRGXftm1K7Nw&ApiVersion=2.0	—▾	Check if 14-month-old pen test included the web serverMeet with Michael Priester post-vacation to scope AI Foundry projectCreate and send AI Foundry SOW with quote to Avalon+1	·	—▾	—	—	—	—	—	✓
05-21 IT Incident Review: Excel Load Failures Linked to Makibus/Capital IQ Add-ins and AV/EDR Exclusions	## Meeting Information > Date: 2026-05-21 16:37:01 > Location: [Insert Location] > Participants: [Speaker 1] ## Meeting Notes ### Excel Fails to Load Due to Makibus Plugin Conflict - Multiple users experience recurring Excel load failures tied to a Makibus plugin. - Reported users include Chris Park (issue occurred at least 4 times) and TJ (Excel only loads in Safe Mode). - Investigation steps taken with Sean: checked Contras and Microsoft Defender; no blocks identified. - Vendor Makibus responded: two plugins are known; one is Capital IQ, which is known to cause load failures on MacBooks. - Unclear if Capital IQ is the exact cause for the current user; some users in “Views” use it. - Current state of Makibus on the affected machine appears partially installed and not matching documented troubleshooting states. - Plan discussed to attempt a full reinstall of Makibus to override the inconsistent state. - Vendor asked for recommended AV/EDR exclusions and potential workarounds used with other customers. Conclusion: - Proceed with Makibus reinstall while awaiting vendor guidance on exclusions and workarounds. ## Next Arrangements - [ ] Reinstall the Makibus plugin on affected machines and verify if Excel loads normally. - [ ] Share findings from deeper investigation and any evidence of plugin conflicts (including Capital IQ). - [ ] Notify stakeholders after reinstall results are confirmed. - [ ] Await the Makibus vendor’s response on recommended AV/EDR exclusions and workarounds; document and plan implementation accordingly. ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. Confirm whether the Capital IQ plugin is installed and active on each affected user’s machine (Chris Park, TJ, and others) to validate the suspected conflict. > 2. Standardize a diagnostic checklist: capture Excel version, OS version, plugin list, load behavior, and logs to ensure consistent troubleshooting across users. > 3. Define rollback steps if reinstall fails (e.g., clean uninstall procedure, registry/add-in cleanup, safe-mode add-in isolation). > 4. Assess scope: identify all users experiencing the issue and track frequency to determine whether enterprise-wide mitigation is needed. > 5. Document and implement any AV/EDR exclusions recommended by the vendor, with security review and monitoring.	May 21, 2026	Speaker 1 00:00:02 How you doing? Not too bad, thanks for asking. I am actually the one that I think you probably want to talk to about the Excel issue. So I can give you a little background on what I know. Um, I was just taking it over from Juno, so I kind of have a little bit of info. She might be able to add a little bit more as well if needed though. Okay, go ahead and talk. Go ahead and walk me through the problem. So, from what it sounds like, It seems like it's an ongoing issue where it's multiple users, and it happens multiple times. Like I know the user I was dealing with this morning was Chris Park, and he had said that his issue had happened at least four different times. So I kind of was thinking that there may be some issue with our security software, possibly causing it. So I worked with Sean earlier. Speaker 1 00:00:52 And we went through a couple different things that he has access to, Contras, um, checking Defender and didn't see anything being blocked outright. Um, So I ended up opening up a ticket with uh the Macabus uh vendor, which is like the vendor that this plugin is actually causing the issue, because this this plugin is basically what they use I guess in Excel. And when Excel's working, it works just fine. And then what happens is. If this plugin fails on the particular user I am dealing with right now, TJ, it just basically doesn't even allow Excel to load correctly at all. So, it only will load in a safe mode where, obviously, all the add ins are disabled. So that is pretty much where we're at on this one. I've got a response from the vendor Makibus, and they are aware of two different plugins. Apparently one of which I think some of the users over at. Speaker 1 00:01:50 Views, um, which is capital IQ, And apparently that is known to have uh ongoing issues where MacBooks will have fail loading failures. Um, so that's part of the issue. I'm not sure exactly if it's this particular user's issue per se, but that's kind of like where we're at at this point. Okay, gotcha. All right, so let me dig into it. Let me see what I can find, and then I'll send over. If I can find anything, i'll send over to you guys. Um but As As you know, let's just let's also wait and see what they say about the plugin. That's fine. Yeah, I actually already responded back to him with the information that there are a couple of users using that particular plugin that he's referring to to see if there's other like what they're doing with other customers with this. So obviously we don't have that same problem uh any workarounds or whatnot. I also asked him for any information as far as exclusions in AV or EDR as well that we can add in there that may help. Speaker 1 00:02:48 Um, right now I'm just trying. I was going to try to see if I could get um Macibus fully uninstalled because it's kind of like in a kind of like precarious state right now where it's like it shows sort of installed, but it's not installed in any of the normal troubleshooting steps that they have on their documentation. So, it's like one of those things. It's like it's hard to say if I can remove it. I might just have to go through the process of trying to do the reinstall and seeing if it overrides what's currently there. Um, Or did you want to hold off? And then basically uh wait until the vendor gets back to us? I'm not sure what you want to do on that one. Uh, let's let's try that. Okay, I can do that. All right, So I will go through the reinstall process, see if that fixes it. And then I will uh let you know when I hear back from the vendor and then I guess, let me know what you find out. And then guess we can go from there. All right, perfect. Thanks. No problem talk to later thanks Christy.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=326319ec-20fe-4e11-96df-4a6a785507dd&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3OTQxMDUyOCJ9.CgoKBHNuaWQSAjY0EgsIrMvArJPnmz8QBRoNMTAwLjQ4LjUwLjIwOCosdVNSaVNIR1FJUkRuM3hWTkkvNEJrVGZ5L1RIWWhRRGVpd1VUK3MwWEdTST0wmgE4AUIQohXxfPvgABDChts4gZjkt0oQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.yUD0xNHqg_xGdSJn4ml6tpivmGB2Ka8yZmcLtXHotpM&ApiVersion=2.0	—▾	Share findings from deeper investigation and evidence of plugin conflicts with stakeholders after reinstall results are confirmedAwait Makibus vendor response on recommended AV/EDR exclusions and workarounds used with other customersDocument and implement AV/EDR exclusions recommended by Makibus vendor with security review+3	✓	—▾	—	—	—	—	—	✓
07-14 Weekly Meeting: Project Status Updates and IT Issues	## Meeting Information > Date: 2026-07-14 09:25:36 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Christi] [Seg] [Olivia] [Pete] [Speaker 8] [Speaker 9] ## Meeting Notes - Topic Title: Camera issue at Pasadena office - Description: - Christi’s camera does not work at the Pasadena office; the same model works at home. - A different model at SCHARP also works. - Christi attempted troubleshooting and stayed muted while waiting for others. - Conclusion: - Issue acknowledged; no resolution during the meeting. - Topic Title: Signal Partners support approach and cost evaluation - Description: - Discussion on keeping Signal Partners as a low-cost client if they do not generate many tickets. - Concern about paying for licenses (Huntress, RMM, Microsoft) for small clients. - Olivia: client opened 7 tickets last year; Microsoft licensing moved to them. - Pete asks who has relationship with Tim; Christi has a limited relationship. - Conclusion: - Retain if support costs remain low and no paid licenses are borne; otherwise reconsider. - Topic Title: Project 261 – City Homes firewall (MX105) - Description: - Refund details requested by Alisa; Paul responded without the necessary information. - Goal is to finish the refund process over the weekend and process returns this week. - Conclusion: - Awaiting complete refund information to proceed. - Topic Title: Pricing stance for workstations (client unspecified) - Description: - Team is willing to keep them on for $75 per workstation. - Conclusion: - Price point set at $75 per workstation; client context appears tied to Signal Partners. - Topic Title: Auto Elevate deployment status - Description: - Agents deployed. - Working with account managers on application approvals from the point of contact. - Conclusion: - In progress; coordination ongoing. - Topic Title: Carney – AI training - Description: - Training scheduled for two weeks from now after vacations. - 15 participants expected. - Generic AI training; not product-specific pending decision (Claude, Grok, Copilot). - Conclusion: - Proceed with generic training; close project after the session. - Topic Title: Computer upgrades (BAFMA and SCHARP) - Description: - BAFMA: from 15 down to 7 units remaining. - SCHARP: remaining 80 or 62 units as of last count. - Christi estimates 25% completion. - Conclusion: - Ongoing; progress tracked. - Topic Title: AbilityFirst – competitive construction project closure - Description: - Project completed and fully paid; close the ticket. - Extra gear to be moved to other AbilityFirst locations. - Old equipment in the office to be e-wasted. - Purchasing additional outside antennas; AbilityFirst will handle installation. - Christi to meet with Michonne to determine budget source before finalizing the quote. - Gabby to move remaining Meraki devices to the new site and delete the old site; one switch kept online temporarily. - Budget reallocation planned to replace a camp switch. - Conclusion: - Close project; handle remaining tasks via AbilityFirst staff and internal follow-ups. - Topic Title: DTLA – Cloud team setup (Project 26840) - Description: - 50% complete; redoing some training materials. - Policies in progress; to send to Kevin this afternoon. - Completion date updated to the end of this month. - Conclusion: - Continue work; target month-end completion. - Topic Title: Anderson – Cloud team setup - Description: - 100% complete; installation successful. - Used as the basis to push DTLA installation. - Need to bill for the work (100%). - Conclusion: - Close project and issue final invoice. - Topic Title: Alere – Microsoft 365 Copilot readiness and deployment - Description: - 50% complete; pilot group ongoing, wrapping up on Thursday, 2026-07-16. - Plan training for the rest of employees; handouts prepared. - Rewriting training based on use cases from the pilot. - Conclusion: - Proceed with pilot wrap-up and training plan. - Topic Title: Avalo – Cloud team setup - Description: - Start delayed to this week. - Christi to email Vance for required inputs and begin setup. - Estimated 2–3 days to finish; aim to close next week (by 2026-07-24). - Conclusion: - Begin this week after obtaining info; target close next week. - Topic Title: Barker – Cloud enterprise and meeting scheduling - Description: - Christi following up with Julius on email setup and meeting schedule for today. - Westwood subtopic: bill at 50%; user/account setups done; Casey trained; Brett on vacation; pilot training to start after the list is received. - Conclusion: - Proceed with 50% billing for Westwood; await Brett’s return and user list. - Topic Title: SCHARP – Repair laptops item - Description: - New queue item lacks sign code. - Related to ad-hoc laptop repairs and kiosk preparation; no formal project exists. - Leave item in the queue while Christi investigates origin. - Conclusion: - Pending clarification; do not remove yet. - Topic Title: AWSG Gaming – IT security assessment - Description: - Sync-up done; Azure access pending. - Vulnerability scan completed; credential checks underway. - Seg following up with Ross via text and email. - Fixed-bid project at 32,500. - Conclusion: - Await Azure access to proceed. - Topic Title: Project 2690 – IT infrastructure and security assessment (Foothill) - Description: - Almost done; assessment filled out by Andrew and Pete. - Minor tweaks needed; can bill 100% this week (by 2026-07-19). - Conclusion: - Finalize tweaks and bill. - Topic Title: Project 2693 – Andersen HQ firewall replacement - Description: - Completed; close and bill the remaining 15%. - Conclusion: - Close project and invoice 15%. - Topic Title: Project 2703 – Maverick domain migration - Description: - Final post-migration billing to be done; then close project. - Remaining work with Ross will move to service tickets. - Follow-up email for 17,000 invoice being sent. - Conclusion: - Close today after billing; pursue payment on the 17,000 invoice. - Topic Title: Project 2712 – Ark Dropbox to SharePoint migration - Description: - SharePoint sites configured and assigned; migration guide ready. - Scheduling guide presentation; plan weekly spot checks afterward. - Progress billing at 50%. - Conclusion: - Present guide, bill 50%, start weekly checks. - Topic Title: SR Weingard – D1811 floor WAP replacement (Project 6096) - Description: - Application submitted; vendor arriving today (2026-07-14). - Plan to reimburse Kevin for 2,019.134 (amount unclear due to STT; stated as “twenty nineteen one thirty four”). - Conclusion: - Proceed with vendor visit and reimbursement. - Topic Title: Ark Capital Partners – Firewall, switch, and APs - Description: - APs ordered from Tech Atlantic; arrived at the office (2026-07-13). - Switch and APs sent to PS team for configuration; firewall ETA September 2026. - UPS issues noted: switch down twice due to UPS; likely small tower-type UPS. - Action: price a replacement (<$500–$1,000), check warranty, assess power vs. battery issue. - Conclusion: - Investigate and propose UPS replacement promptly. - Topic Title: Project 2709 – CloudGrade APs installation scheduling - Description: - APs arrived. - Installation targeted for the last week of July 2026; follow up to confirm date. - Gabby or Kevin to assist. - Conclusion: - Confirm installation schedule. - Topic Title: Weingard – Tower 600 AP replacement (Project 2714) - Description: - AP with Dimitri; installation planned by Friday, 2026-07-17. - Conclusion: - Install by 2026-07-17. - Topic Title: Nishide, Wang & Associates – Server refresh (Project 272) - Description: - Server ordered; ETA 2026-10-09. - UPS delivered but wrong model/power; to be returned and replaced with a smaller model; coordinating with Maggie. - Conclusion: - Proceed with UPS return and reorder. - Topic Title: Investment group – AP replacements (Project 2026) - Description: - APs ordered; ETA 2026-07-15. - To be sent for configuration upon arrival. - Conclusion: - Configure upon receipt. - Topic Title: Project 2722 – Preparation for move (new C&M) - Description: - Mike to visit the site Friday, 2026-07-17, to assess scope. - Target move at the end of the month (last week of July 2026); to be confirmed after the site visit. - Conclusion: - Await site assessment; confirm schedule. - Topic Title: Barker – Quad takeover network assessment (David/Gabby) - Description: - Site: four buildings; main network at 5740; gym switch at 5760 with AT&T uplink; others on Cox; EMS circuits present. - Need management access to UniFi devices and the firewall. - Unknown cables to second floor; music amplifier on the network; cameras absent; access control present but network reliance unclear. - Report sent to Vince for review. - Conclusion: - Obtain management access; avoid changes until topology is clear. - Topic Title: Julia’s projects update - Description: - Project 2217 (Intune/Cloud PC MDM): - 100% user feedback collected: 22/23 positive. - Pending: decision on Linux developer David Castillo; one user’s Cloud PC issues under investigation (with Gabe). - Working with Maurits on recurring company-wide CKit suggestion. - Project 2598 (Wayfinder Phase 1 migration): - 100% complete; focusing on post-migration support. - Due date 2026-07-14; Pete emailed Robert on 2026-07-13; Julia to follow up midday 2026-07-14. - Project 2588 (WineGuard) on hold; can close and bill; one more ticket for Ronel to detach to service. - Project 2700 (LabRock): - 10 devices delivered; Ruben out this week; meeting set Tuesday, 2026-07-21, to identify devices needing POS software setup. - Project 2729 (Alire network deployment/move): - Internal kickoff done 2026-07-13; coordinating first onsite visit. - Docking stations and monitors should have been received; Kevin planned for a 10:00 meeting. - Conclusion: - Proceed with follow-ups and scheduling; close and bill where appropriate. - Topic Title: ConnectWise ticket scheduling via Outlook - Description: - Julia successfully scheduled a ConnectWise ticket through Outlook; process tested. - Offered help to others interested. - Conclusion: - New workflow validated; optional adoption by the team. ## Next Arrangements - [ ] Project 261 (City Homes MX105): obtain complete refund info and process returns this week. - [ ] Signal Partners: confirm licensing costs and ticket volume to decide retention; price at $75/workstation if retained. - [ ] Auto Elevate: continue coordinating application approvals with account managers. - [ ] Carney: conduct AI training in two weeks and close the project afterward. - [ ] Computer upgrades (BAFMA/SCHARP): track progress; maintain 25% completion status and update counts. - [ ] AbilityFirst: close project; meet with Michonne on 2026-07-14 to finalize antenna budget and quote; e-waste old gear; Gabby to move Meraki devices to the new site and delete the old. - [ ] DTLA cloud setup: send policies to Kevin by 2026-07-14; target completion by 2026-07-31. - [ ] Anderson cloud setup: issue 100% invoice and close. - [ ] Alere Copilot: wrap pilot on 2026-07-16; plan broader training and rewrite materials based on pilot use cases. - [ ] Avalo cloud setup: email Vance and start this week; aim to close by 2026-07-24. - [ ] Barker cloud enterprise: coordinate with Julius on meeting schedule; Westwood bill at 50%; await Brett’s list post-vacation. - [ ] SCHARP repairs: investigate queue item without sign code; determine origin and whether a project is needed. - [ ] AWSG Gaming security assessment: secure Azure access; continue per plan. - [ ] Project 2690 (Foothill): finalize tweaks; bill 100% by 2026-07-19. - [ ] Project 2693 (Andersen firewall): close and bill the remaining 15%. - [ ] Project 2703 (Maverick): finalize post-migration billing and close today; follow up on the 17,000 invoice. - [ ] Project 2712 (Ark): schedule guide presentation; bill 50%; begin weekly spot checks. - [ ] SR Weingard D1811 WAP: manage vendor visit on 2026-07-14; reimburse Kevin (amount recorded as “2,019.134”). - [ ] Ark Capital Partners: price UPS replacement, check warranty, and propose a solution ASAP. - [ ] Project 2709: confirm AP installation date for the last week of July 2026; coordinate with Gabby/Kevin. - [ ] Project 2714: install Tower 600 AP by 2026-07-17. - [ ] Nishide, Wang & Associates: return incorrect UPS; order a suitable smaller model; track server ETA 2026-10-09. - [ ] Project 2026 (Investment group): receive APs on 2026-07-15; proceed to configuration. - [ ] Project 2722 (C&M move): complete site visit on 2026-07-17; confirm move timeline for the last week of July. - [ ] Barker quad takeover: obtain management access to UniFi and the firewall; avoid changes until topology is clarified. - [ ] Wayfinder (2598): Julia to follow up with Robert on 2026-07-14. - [ ] WineGuard (2588): close and bill; detach Ronel’s ticket to service. - [ ] LabRock (2700): meet Ruben and team on 2026-07-21 to align POS software setup. - [ ] Alire (2729): coordinate onsite; confirm receipt of docking stations/monitors; align with Kevin’s 10:00 meeting. - [ ] Share the Outlook-to-ConnectWise scheduling workflow with interested team members. ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. Signal Partners cost-benefit decision lacks a definitive owner and criteria for continued support beyond ticket volume; assign responsibility and thresholds, including license cost checks. > 2. City Homes refund process depends on missing information from Paul/Alisa; set a deadline and backup escalation path if details are not received by 2026-07-16. > 3. SCHARP repair laptops queue item is ambiguous with no project or sign code; clarify scope, owner, and whether a formal project should be created. > 4. Barker quad takeover requires management access to UniFi/firewall and network mapping; define steps to gain access and schedule a structured site review to identify unknown cabling and device dependencies. > 5. Ark Capital UPS issue is causing recurring outages; quickly determine warranty status and replacement specs, and communicate a recommendation with cost to the client to prevent further downtime.	Jul 14, 2026	Speaker 1 00:00:00 Back meetings until lunchtime, which is at one o'clock. Why is this camera not working? Speaker 1 00:01:05 Good morning. Good morning. Speaker 2 00:01:09 I am completely got sidetracked. It's okay. Speaker 3 00:01:14 I am trying to fix my camera issue. Wait, what luck was that? It's only here in the Pasadena office, this camera doesn't want to work, but when I am at home, it's the same model camera and it works, and when I am at SCHARP, The camera, Speaker 4 00:01:35 While it's not the same model, uh it works. Speaker 1 00:01:41 It's only when I'm in a Pasadena office. Which is crazy. I'm eating breakfast. Thank you Tom. Why don't you eat oatmeal? I got our oatmeal from Starbucks. Speaker 1 00:02:20 Hi Miguel. Good morning. Speaker 3 00:02:28 Um guys, I'm going to place you on mute while we're waiting for everybody to arrive and I'm going to take off my headphones. Okay. Speaker 4 00:02:34 Hey, beautiful eyes. Thank you. How are you doing? I'm doing good. I'm having a hard day today, so y'all were just my babies today. I'm currently filling out the AbilityFirst application right now. Speaker 3 00:02:45 Oh cool! Okay! Trey sent it to me yesterday and then I sent it over to Trey this morning. Ladonia is daughter number two, who has been with us on and off for the last couple of years. Yeah, how's it here? She came to us last night under emergency placement and she's staying with us tonight through tomorrow morning. Okay, all right! So, we are so I might be pulled away a little bit just to set things up with her. Speaker 4 00:03:08 But sounds like get two interns you could you could. Speaker 3 00:03:13 Uh, Ladonia is in high school. So she's she's got her senior year of year of high school. So and we're you know you're going to produce some seniors yeah to college right now. So we're going to be working on her. Uh, high school enrollment. We're going to find her a school near us. Okay. Uh, And daughter number three is at home sleeping because she was up late last night with boyfriend things. So if you'd like to know some, I got some things I gotta do with you. Speaker 4 00:03:42 Ron, do you want to go in there? You need to go in there? Oh, oh it's for me. Okay. Oh okay. Um, I put them on closets the project here at me, so they don't have any ones around. So just yeah oh okay, okay. Oh, I appreciate that. I got a lot to mail. Oh, it's real. You see, did you see it on my? I thought you'd know that. Well, you did, but I also have it on my task list. Okay, so we gotta figure out okay You want to just create that budget? Let me know where that budget comes from and what we need to Is this. This isn't five year. This is one year. Speaker 1 00:04:23 That I put in our budget Okay. So are people telling me go. Speaker 1 00:04:29 I just need to sign up for one. But let me double check the. Let me go. I can sign up. Uh, we're gonna be here late. There's a lot of things I want to do with this group because I'd. Speaker 2 00:04:42 Like to change my alarm. So it starts at not 10 o'clock. Speaker 4 00:04:50 Thank You everyone for coming in today and stopping by or eventually stopping in and all are here, Speaker 5 00:04:56 We're going to be here until about. Alright, oh, we can start and Pete can just like jump in later. Good morning everybody. Welcome to week 29 of our QUP meeting. Let's start this meeting with project 261, do this for City Homes for their firewall MX 105 firewall. Uh. Speaker 6 00:05:21 So this one Alisa reached out uh for their like refund details, Now they haven't responded, but then finally just this morning Paul responded, but not with the information. Just another. So hopefully, it is finished this weekend, and then we get the return. Um we return it this week the first portion. Yeah um all right and how about project? Two, six, six finish for signal or either this morning? Speaker 6 00:05:53 And do you have the same thing for Christi? And, then we said we are willing to keep them on for seventy five dollars per workstation. Can you bring me a box. Speaker 3 00:06:03 So I can take it home? Um and cause I'm want to work on a bunch of labels. Speaker 6 00:06:09 You're muted but I'm assuming that you're saying no. Are you here on Thursday? I'm here on Thursday. Speaker 6 00:06:15 Oh From Signal Partners. Speaker 3 00:06:17 We don't have any forms right now Uh we ordered twenty five Okay, And then for Auto Elevate, um, Speaker 6 00:06:25 Our agents have been deployed. We're working with account managers on application approvals from the point of contact. Speaker 7 00:06:35 So yeah. So going back to Signal partners, who's gonna have a relationship with them? Who knows who Tim is? Speaker 4 00:06:43 Yeah, yeah, yeah. Chris Stacks. Speaker 3 00:06:46 Soum Sorry, I just got back because I only half heard this statement. Speaker 7 00:06:52 Okay, so who knows who Tim is and who has the relationship with Tim? Speaker 3 00:06:56 Uh, I have a tiny relationship with Tim. Um, the person who had a good relationship has left the company. But he and I have talked enough where we have a decent relationship. Speaker 7 00:07:08 And they have how many people that work there? Speaker 3 00:07:11 Well, I already did it because I looked at everybody's calendars. I'm gonna have to go back and look. They used to be big and now they're small. They they had some they had a split in the company. Speaker 1 00:07:23 Like three devices. Speaker 7 00:07:29 Somebody can remind me how many tickets they give us. We've got like three or four of these customers, like two or three or four machines, and they don't want to pay much. You know, I mean if they're not costing us any money to support. I don't mind having them on the books, but I don't want to be paying money to have them on the books. That's that's the thing. Like if it's costing us money for their software and they're generating tickets, and it's costing us money to support them, I'm not going to support them. But if it's not costing us much and they're opening, like two tickets a year, then I don't mind keeping them on the don the thing. Okay. But. Speaker 7 00:08:18 But for me, but for me, If we have, if we're paying for Huntress and RMM and a bunch of other stuff and. And other things like that, then I don't want to keep them on. And I definitely don't want to keep them on if we're paying for any. You know. Other licenses for them. Um, you know like, Microsoft licenses or anything like that. We we definitely are not going to be paying for those for them. Speaker 6 00:08:50 Yeah, we already moved that to them and then they open up. I just checked, they opened up like seven tickets last year. Okay. Put it in like SSL tickets. Speaker 1 00:09:04 All right, Speaker 5 00:09:05 Let's move on to Christi's projects. Starting with project two six, two six is for Carney for their AI training. Speaker 3 00:09:12 So, that is scheduled. Uh. The training is actually scheduled for next in two weeks uh, after some of them get back from uh vacation, and then we'll be done with them uh, and we can close out that project. Speaker 7 00:09:32 How many people are getting trained. Speaker 3 00:09:34 Uh 15 is what I have on my list, Speaker 7 00:09:38 And they have an agenda. Yep. Speaker 3 00:09:41 I had already built everything out for them. I am going to update, but it is just it's going to be generic AI training, Not tied to a product because they still haven't decided if they're going Claude Grok or uh Copilot. Speaker 7 00:09:55 Okay so they haven't provided us with any kind of specifics around it. They just want us to kind of do it for them? Yeah. Speaker 5 00:10:07 For their computer upgrades. Speaker 3 00:10:10 That's still in progress. I saw my fifteen BAFMA computers have dwindled to seven, so I know that they're actively working through that. And then I think we've dwindled down to eighty or sixty two SCHARP computers at the last count, which was Wednesday. My days are running together. Speaker 5 00:10:35 Do you have the percentage completion for this one, Christi? Speaker 3 00:10:38 Say that again. Oh, um, percentage completion. Twenty five percent. Speaker 5 00:10:44 Five hundred. How about Ability First for their competitive construction? Speaker 3 00:10:50 Uh, we are completely done. Um, we're going to close out the ticket. They've been they were fully paid up. So we're going to close the ticket. We do have some straggling things that we got to do, but those are going to be handled by Ability First staff So Yeah. Speaker 1 00:11:11 That's good. That's good. Speaker 7 00:11:13 I think overall that one went fairly well, things considered. Speaker 3 00:11:17 Yes. Yes. I mean, The only thing we we have some extra gear that weum we're going to be moving to other Ability First locations that wasn't needed at a at camp. Um, I do have all the old stuff here in my officeum that needs to be e- wasted. We do we are having to purchase some additional outside antennas, but we're not handling that install. They're going to be handling it themselves, and um I've been getting the quote put together. I got to sit down with Michonne to see where we're going to pull that money from the budget for those. And before we get the quote. So, that's something we're actually going to be sitting down to discuss today. And then Gabby you had a question? Speaker 8 00:12:02 Yeah, I was just wondering. I think you already answered regarding the old uh Meraki devices at camp. Yeah. You said they were already, you already have those? Speaker 3 00:12:11 They're in the Tosa Nina office with me right now. I'm like sitting there looking at it at one of my kids using it as a footstool. Um, Speaker 8 00:12:23 Yeah, I'm looking at this siteum, The old site on Meraki, I do notice there is one switch still online. Yes. And a few access points. Correct. Okay. Speaker 3 00:12:39 Yeah, It's only because and we just we opted to keep that switch online uh just because of where the need is for itum and so that one just needs to be moved to the new site. Speaker 8 00:12:50 Yeah, okay. Okay. Um I can work on moving those to the new site and then. Yes. Delete this other one. Speaker 3 00:12:57 Okay, perfect. Yeah, And then extra devices are going to other sites that were slated to be redone next year. Um, And then the money that we were going to do for those other sites is going to replace the switch that we're gonna that we need to replace its EOL at camp that you just talked about. So we are having to move some things around for budget reasons. Yeah, yeah, Speaker 5 00:13:23 So I'll be closing this project then. Yes, ma'am. Next is Project Two Six Eight Forty for DTLA for the cloud team setup. Speaker 3 00:13:33 Percent complete is fifty, and we are redoing some training stuff. Kevin and I had a meeting about it yesterday. We are going to reconnect later this week. I am currently working on their policies and I am going to have that over to him this afternoon. Speaker 5 00:13:54 So, I'll be updating the project completion date to end of this year. End of this month, sorry. Yes. Next is Anderson for the cloud team setup. Speaker 3 00:14:09 Okay, so that's one hundred percent. The installation did go through; everything looked good there. I actually used that to push out the DTLA installation what Nick and Ishmael built. So. So that one's all good. We need to bill for them. Okay. And send out a bill for a hundred for all of it. Speaker 5 00:14:32 So we can close the project, all up. Speaker 3 00:14:34 Yes, ma'am. Speaker 1 00:14:44 All right, Speaker 5 00:14:45 Next is for Alere for their Microsoft three sixty five Copilot readiness and deployment. Speaker 3 00:14:50 They are still at fifty percent because they're in the middle of the pilot group, which is was slated to take a couple weeks. Um and so they're still in the middle of that. We're going to be wrapping up that pilot uh on Thursday and get everything planned out to train the rest of the employees. Um they have all the handouts, All the training stuff um that I used the last time, and they're going to go through and give me some use cases. And, we're rewriting the training for their staff based on uh the use cases and things they want to do, but we had completed the pilot training so. Speaker 5 00:15:29 Next is Avalo project cloud team setup. Speaker 3 00:15:33 Yes, so on the cloud team setup, I am going to send an email. Um, I had actually pushed and delayed starting of that project to this week just because of everything I had going on. So I'm going to work with Vance on that this week. I got to send him out an email reminding him of a couple of things that I need from him, and I'll get that started this week. It's going to take probably two three days to get that finished up, and then we'll probably close that next week. Speaker 5 00:16:06 Okay. Next is Barker for the cloud enterprise. Speaker 3 00:16:12 Julia, did they respond back about today's meeting? Speaker 1 00:16:15 And are we going to have it? Yeah, I'm muted Julia. Um, Speaker 2 00:16:28 I didn't see uh. I didn't see it yet. Speaker 3 00:16:32 Okay, I did see your the response that and I responded to him about the email setup. Soum. I'm going to follow up with Julius on that today to find out when he wants to start the meetings. Okay. And then, yeah, um, Westwood, let's go ahead and bill at fifty percent. Sorry I moved a little fast for you. Um, Westwood is is uh fifty percent done all the users or the account set up. Uh Casey's been trained. Uh Brett has it. Speaker 3 00:17:07 Um, Brett is on vacation, so we're going to be delaying everything else until he's back. And, we'll start working on the pilot training and getting the full list of everybody who wants in cloud because he hasn't sent that list over yet. Speaker 5 00:17:27 How About these repair laptops? Do you want these in thisum queue up or okay to remove? What is that? Um, Repair laptops for Sharp. It was just like added last week. Speaker 4 00:17:44 Can you see anything? Speaker 5 00:17:48 Um, this doesn't have anyum sign code though. Speaker 3 00:17:54 Let me look into that. Leave it there until we until I can find out what's going on with this. I cause I know I am having him do some laptop repairs and, Getting some machines cobbled together just in case uh for like some kiosks and stuff. But I don't have a project for it, and it was just a comment I made in passing. So I'm wondering if there's something else going on here that I don't know about or if it's something Kasia put together and he wasn't supposed to. Speaker 5 00:18:26 Okay, I'll just leave this here. Speaker 7 00:18:29 Wonder if it's something, wonder if it's something I mentioned needs to be a project. It seemed like there was something. Speaker 7 00:18:36 I don't remember. We'll. Speaker 3 00:18:38 Dig into it. Yeah. If that's the only project I don't know about, I'm doing good today. I'm on top of the rest of my projects. Speaker 2 00:18:50 All right, good. I just wanted to comment on Avalon cloud setup. There was email from Michael. He responded with the questions. Okay, Christi and you copied on it. So okay, I'll find that email. One of the questions though final user list and all that. Gotcha. I put the subject in there. Speaker 3 00:19:11 I intentionally delayed them because I yeah, I had too much on my plate. Speaker 5 00:19:18 All righty, Let's move on to my projects for the AWSG gaming for the IT security assessment project. So. Um, we had a sync-up call yesterday for security. We're only missing um is the Azure access. We're done with the vulnerability scan. Matt already checked the credentials that we need to check with Ross and I. Yep, I um Pete, I sent a text message to Ross yesterday and an email to him but didn't get any reply. So I'll be sending him again a follow-up text today. Speaker 7 00:19:58 This was a fixed bid project. Speaker 5 00:20:00 It is thirty two thousand, thirty two thousand five hundred. All right, and then next is Project Two Six Nine Zero. These were foothill for their IT infrastructure and security assessment. We're almost done with this one. Andrew and Pete had the assessment filled out yesterday with Foothill, so we're just doing some, A few tweaks with the technical assessment. And then this one we can already bill um this week for 100 %. The next one is project 2693. This is for Andersen for their HQ firewall replacement. So it is already completed and okay to close and bill the remaining 15%. Speaker 5 00:20:48 And then next is project two, seven zero three, this for Maverick domain migration. Um we're just we'll just do some lastum last billing with the post migration task and then I I think we can close this project. So all other tickets that Emil is working with Ross that will be a service ticket already and will be billed accordingly. Speaker 7 00:21:12 Yeah, when when can we close this, do you think Serena I think we're close right? Yep. Speaker 5 00:21:17 I can close this today. We'll just um finalize the last um post migration tickets that can be built to, um Maverick and we're all good. And we're also, um for the seventeen thousand invoice, we're sending a follow up email for that one. For the payment. And next is project two seven, one two is for Ark for their Dropbox to SharePoint migration. So I just want to thank uh before this one, um she already she's already done with the SharePoint sites and all of these sites have been assigned to the correct group. So, and I think the migration documentation guide is already okay. I'm just checking with Ark when's the best time to have the guide presentation with them. Hopefully they reply to me today, and then this project can be progress bill at fifty percent. And then then one for this one is once. Speaker 5 00:22:16 Presented the documentation guide with them. We'll be having a spot check with them every week so that we can check if they're doing the right thing. Then next, let's go with Miguel's project. Speaker 5 00:22:34 That Is project number six, zero nine six s r wine guard for the replacement project D one eight eleven floor wireless access point replacement. Sorry, morning Everyone. Speaker 9 00:22:47 You submitted the application for this project. The vendor will arrive today as per the tracking number updates. And then after that, we will reimburse to Kevin for twenty nineteen one thirty four. So yeah, then uh right after Christmas. So, as well, uh, Project two, seven zero, one is for our capital partners for their firewall, switch and access points. So, the access point has successfully been ordered from Tech Atlantic, and it already arrived at the office yesterday. So the switch and the access point has been already endorsed to the PS teams for configuration while waiting for the firewall. However, back in today's firewall ETA is at September. Speaker 9 00:23:32 So get it accepted. Okay, And then uh next we have uh project, two, seven, zero nine. This is for what you can search for the code rate access points. Uh, the access points already arrived. Okay, sorry. Uh the APs or the access points already arrived by cloud grade. So I recorded, they need to be justified tech regarding the installation date. They said it's going to be by the last week of July, so I am following up with them with this specific schedule. So I'll let Gabby or Kevin help regarding this one. Miguel. Speaker 7 00:24:11 On on the Ark Capital situation, Did we order a UPS for them because their UPS apparently has gone down twice in the last month? I think and it doesn't seem like a UPS is on the list here. Can you check can you, Talk to Gabby about the situation there because their switch has gone down twice this month. And she's going to go over there and look at the. She said the U P, the switch has gone down because the U P S has gone down twice. So, I don't know if it's a power situation or a U P S issue, but if we didn't order a U P S and they need one, we should probably look at that asap and Oh Gabby's on the call. Sorry Gabby you're right there so. Speaker 7 00:24:54 I don't know. Do, you know if it's a UPS thing or if it's a battery thing or if it's a power thing? Do we know that from the last time? Speaker 8 00:25:02 Uh, probably the UPS becauseum the battery shows it's fully loaded. Uh, could be just a case of uh a defect. Speaker 7 00:25:12 So I guess, we can also check if it's under warranty or anything like that. But let's find out quickly what we need to do. Are, if we if the UPS is still under warranty or we can get it fixed or something. That's a better option than having to buy a new one, Speaker 8 00:25:27 But it's actually one of those smaller units. It's not like a network rack type. It's a smaller like a tower type. Speaker 7 00:25:37 Okay, yeah, probably something we could even go buy it or order pretty quickly somewhere right. So got it. Speaker 7 00:25:49 It's bad when a UPS actually causes issues rather than solving it. So. Speaker 8 00:25:55 Yeah, I was just there. Oh, okay. And by the time I got there, The switch was back online and I was told Neville turned on the EPS. And then. Are we able to remotely monitor that UPS by any chance? Nope. It's not a network type. Speaker 7 00:26:17 I would I would price a replacement for something like the one they have and just suggest that they get a new one, because if that thing's really gone off twice in the last month. And I know this is completely off base. But if if you can get one for less than a grand or less than 500 I, don't know how big it is Gabby, but see what it would take to replace that thing. And because if it's caused interruption twice, it's not worth. The headache that they have can get something that is better. Speaker 1 00:26:50 So, all right. All. Speaker 9 00:26:56 Right. Thank you, Pete. Thank you, Gabby for that one. So moving forward, I have project two, seven, one four is for Weingard for the replacement of access points for Tower, six hundred uh For. This one, the AP. The access point is already with Dimitri and will be installed by Friday this week. And then uh I have project two seven, two two. This is for Nishide, Wang and Associates Corporation for the server refresh project. So, uh the server has already been ordered the ETA is October ninth, the UPS was delivered however. Speaker 9 00:27:34 There was an issue regarding the model and the power, so we'll be returning the UPS and change it to a smaller model. So I'm already coordinating with Maggie uh on this one. Then uh two new projects. So first one is project 2026, this is for the investment group for the access point replacements. So, the access points has already been ordered and the ETA will be tomorrow, July 15th. And Uh, once it's there, we'll just put the same for configuration. And then I have another new project, Project 272 to put this together. And preparation for the move of this new uh C and M. So this is a new project. So Mike will visit site this Friday to to assess the scope and send me a schedule for it to be moved by end of month or the last week of July. But. Speaker 9 00:28:32 We will still confirm by Friday once Mike visits. That's it. Speaker 5 00:28:42 All right, thank you, Miguel. Next is David. We have update on the quad takeover for Barker? Speaker 8 00:28:50 I do. Speaker 8 00:28:52 So, last Friday I went down there to do a network assessment. I met with Kara and then also Donovan, who's the building engineer. My work mostly with Donovan as Kara was on meetings. We just did a tour around the entire site, which is made up of four buildings. The network devices in question are mostly on the main building at the fifty seven forty. There is one switch that's on the gym at the fifty seven sixty, and that one apparently has his own uplink to the AT&T. Whereas the other one is connected to Cox, and there are other. Speaker 8 00:29:42 ISP circuits around that mostly are connected to the EMS system at each building. Um, I did when I got back, I did work on the report and I presented it to Vince, so he can review. But basically, um, The best course of action would be to get um management access to the UniFi devices and also the firewall. We don't really want to mess with it because um, There is a there are cables that uh go to the second floor, and we couldn't find exactly what those are connected to. And then there's also like a music amplifier device as connected to the network. So um we kind of don't want to mess with anything. Um they don't have cameras. They do have access control. But um during my time there, we don't we couldn't determine if the access control is on its own network or it relies on. Speaker 8 00:30:41 On the network where the unified devices are connected to. So, that's pretty much what I have. Finally, thank you. Speaker 5 00:30:58 It's been a lot of it's been few weeks that doesn't that this project doesn't update. Speaker 8 00:31:06 Oh my god, that's been a nightmare. Speaker 5 00:31:10 All right, let's move on to Julia's project starting in project 2217. This is for Intune for their device management MDM. Speaker 2 00:31:21 Happy Tuesday everyone. Um I have oh three minutes left. Um so Cloud PC user feedback, 100% completed, 22 out of 23 users reported positive experience. Um I still have three pending items though uh, I'm waiting on Tatiana to make a decision about David Castillo, our Linux developer. We have one Cloud PC user that Gabe is working with to determine, to identify if we can fix his Cloud PC experience. And also I'm working with Maurits on one company, - wide recurring CKit implementation suggestion that I have for him. Speaker 2 00:32:10 Project 2598 Wayfinder, uh phase one migration is complete, hundred percent. Uh, we are focusing on post migration support. And uh right now, we're waiting on Robert to make a decision for the next phase. Um due date is actually today. Pete, have you had a chance to talk to or follow up with Robert in the email? You said you will? Speaker 7 00:32:35 I sent him an email yesterday. Speaker 2 00:32:39 Okay, I'll send a follow-up today midday to see if he has any if he wants to jump on a call, maybe has questions or um project 2588. WineGuard is on hold and full time or self employed, freelance contract, internship, apprenticeship and seasonal. Uh we can close and finally build the project. I do have one more ticket for Ronel. But, did you guys know you can detach the project ticket from the project and create a service ticket? So just FYI, we can do that now. What I usually do, I just copy the project ticket, so it stays in the project and then detach and create a service ticket. Project to seven zero zero or LabRock. We have ten devices delivered. Ruben is out of the office this week. Speaker 2 00:33:38 Um, I, Charlie and I meeting with Ruben uh Tuesday next week to identify which devices need their uh POS software settlement. Um, because that's the most important one. Project two seven two nine for Alire um um network deployment move project. Uh, we had internal kickoff yesterday and I'm coordinating first onsite visit. Um, just FYI, um, Gabby, we should receive well they should should have received uh docking stations and monitors. So I'll see if Kevin. I think Kevin Wright said that he's going to go to. Speaker 2 00:34:31 For Ten o'clock meeting. Uh. Speaker 5 00:34:34 I'll I'll talk to you guys about it. All right, thanks everybody. Anything else that we need to discuss? Speaker 2 00:34:44 Oh, I have one more thing for everybody if they want to know that um I successfully scheduled ConnectWise ticket in Outlook. So I tested it and it was actually good to go now. So if anybody's interested in reach out to me and now right. Speaker 5 00:35:06 Okay, Alright. Anything else, guys? All good going once, going twice. Alright, I think that's it. Thanks everybody. See you next week. Thank you. Thank you guys. Thank you guys.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=002006ca-75c1-4724-9e33-0e2bf6dbc8a3&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA1MzI4MCJ9.CgoKBHNuaWQSAjY0EgsI7sfnrcv1sD8QBRoMNTQuOTEuMjIxLjU5Kiwrc2FSQ2t1SkF6Ym1jdVhhN2lVZkVQeURyRVhMdFRhbERlb2xYUU5nV3lJPTCaATgBQhCiJz0pf-AAAPYYpE4t8rvYShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.DoVWySvTMzV_QVxBHrNWaFnOk5LWTkoU_jAeoKUD9DA&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	—	day-verified 2026-07-16 (7/14 = 9.58h)	—	—	—	✓
05-05 Weekly Meeting: Billable Time Review and Client Communication Strategy	> Date: 2026-05-05 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] ## Meeting Notes ### Review of Billable Time Entries - The team reviewed time entries for a client's bill, initially totaling approximately $800. - The discussion centered on which entries should be waived or marked as “do not bill.” ### Decision on Emil’s Time Entries - Emil’s entries of $55 and $81 were identified as small portions of the total. - A specific entry from 10:45 to 11:01 for troubleshooting Screen Connect issues was reviewed. - **Conclusion**: This troubleshooting entry will be waived. ### Decision on Moritz’s Time Entries - An entry involving Emil training Moritz was evaluated as internal training, not billable client work. - To avoid double-billing (both technicians involved), this entry will be marked “do not bill.” - Other entries—such as a two-hour setup and RDP troubleshooting—were deemed valid “white glove service” and will remain billable. - **Conclusion**: After waiving the noted entries, the total bill is reduced to approximately $600. ### Client Communication Strategy - The team outlined how to explain the billing adjustments to the client, Ozzy. - The reduction will be framed as waiving the L3 technician’s time due to unforeseen issues. - This positioning aims to present the change as a customer service gesture rather than a correction for incorrect billing. - It was noted that Ozzy has a history of pushing back on billing. ## Next Arrangements - [ ] Communicate the billing adjustments and the final $600 charge to Ozzy. - [ ] Frame the reduction as waiving the L3 technician’s time due to unforeseen issues. - [ ] Prepare a contingency plan for potential pushback from Ozzy, including: - Response scripts explaining the value of retained “white glove” work. - Options for a one-time courtesy credit scope (if needed). - Escalation path and approval thresholds. ## AI Suggestions > **AI Suggestions** > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The meeting concluded with a plan to communicate a revised bill to a client (Ozzy) who is known to “push back.” A contingency plan for what to do if the client rejects the $600 charge was not established.	May 5, 2026	Speaker 1 00:00:00 Hello. Hey. Okay, So let me quickly share my screen because I'm trying to compute how if we will waive Emil's time entries, how much will it Reduce the billing, um for a meal we only have fifty five dollars plus eighty one. And the total is around eight hundred bucks. So we're gonna. Remove and meals is gonna be like super small amount to pee. Reduced. Speaker 2 00:00:35 Well, that's what I was saying. I was like," That's the like one thing." Let's, let's take a look at. Yeah. Um okay, the what number it'sum one right below meals that you currently have highlighted. Speaker 1 00:00:47 Uh, this one costs$ 55. Oh, yeah. What is that? Let's see. Um. Here, having issues restarting creating it. Try ing TeamViewer. Speaker 2 00:01:02 I mean, that's just he's just troubleshooting. Should we read this off? Um, I'm thinking. Does he say he's having? Oh, sorry. Did he say he's having problems with Screen Connect? Having issues with Screen Connect. Yeah, so. I think that we should waive. Okay, It's hard because I can't tell how much time he spent with his screen connect client, you know? Speaker 1 00:01:39 Yeah. But it took him this much. 10:45 to 11:01. Speaker 2 00:01:49 Yeah, trying to. Yeah, that one we should. We should wave. Speaker 1 00:01:53 Okay, let's write this off. Speaker 1 00:01:58 And then let's see. Um, what else? And. Speaker 2 00:02:07 Then the only things that I would think is a mule's time, but it's not that much time, but it's still like. But it's still significant. Work, Speaker 1 00:02:16 But how about this? Speaker 2 00:02:20 Because this really should be instead of work user support remote. Like you should put this. Instead of billable, it should be um like a tool set. Do not bill or something. No, no. Um, see where it says "bailable" with a little star right next to work type? It should be "do not bill." This one right here. Yeah, because technically he's. We should charge twice because he's working with Moritz. You know, so they're both us. They're both putting their time into it, but. Speaker 2 00:02:52 It's more like a meal's training moritz on how to make it, how to fix it. Speaker 1 00:02:58 You know what I mean. So it's like an internal thing. Speaker 2 00:03:01 Yeah, because they're both like literally a meal's probably. On the screen, and Mertz is watching. You know what I mean? Speaker 1 00:03:11 Okay, all right. Let's just what I gather from this: Do not build this one. Um. Speaker 1 00:03:22 Uh, what else? How about. Yeah, this one right here. Yeah, and change that one to do not bill. Provide details. Okay, let's do not bill that one. And so, yeah, but the rest I think should be build. This one right here, my opinion. Yeah, the RDP issues, right? Yeah. Speaker 1 00:03:57 Like. I'm sorry. And this one right here, the two- hour. Speaker 2 00:04:02 Yeah, I mean that's him setting up. He's setting up a computer. You know what I mean? Speaker 1 00:04:08 Yeah, and Ozzy was telling us like I already did the basic setup or whatever, and then. Why would will it take? He went through and said, Speaker 2 00:04:22 You know, like oh, this is the Wi Fi. And this, you know, he did like the very first thing when you open up a computer. I'm sure that he did that. Yeah, but the rest it's like, no. We have to log in to to the account. We have to download all of your things that you know you you need. Like we're logging you into Teams, it's like. It's it's white glove service. You know what I mean. If we didn't want a white glove, it we could have just. Set up a VPN and RDP, Speaker 1 00:04:53 And just yeah, Speaker 2 00:04:53 And just but that's not how we roll. Speaker 1 00:04:57 Yeah, so okay, so we justum left uh. Two time entries for Maritz. I think that should be fine. Let's see how much will it Oh, it's around$ 600. I'm assuming it's kinda. Looking at the low 500s. I just. I'm thinking, if we should just bill him for this time entry, which took the longest. And then just But. What's your opinion? This one right here, the. Speaker 2 00:05:45 M mm. I mean, I don't know. It's not up to you, but I mean. I think. Speaker 1 00:05:56 Or yeah, let's just stick to six hundred dollars. I am just going to explain to him that. This specific time entry took the longest because blah blah blah. The RDP issues and Maurice reached out to you. When he encountered Da Shu. Speaker 2 00:06:12 Yeah, the only problem. Oh my god. Oh my god. I'm sorry. I keep getting. Why? I'm not going to be able to do that. Oh my fucking god, I keep getting more red alerts and yellow alerts. He's dancing. God damn it! Okay. Sorry. It's okay. Um. Speaker 2 00:06:43 Yeah, April. The only thing that now though, is that like we got rid of like a hundred and fifty dollars worth of time. Yeah. Which we could say, you know, I don't know. I don't really like to lie to the client, but we could say, you know, maybe got rid of some of the time that. Like where we had, we ran into this issue right. So we had to bring in an L three. So we waived the L three's time. Um, as a result of you know these unforeseen circumstances that we ran into. Speaker 2 00:07:23 Okay, So we can phrase it like that. We still have this, you know. Two- hour time entry, but here's all that was done. If they want that, I don't know. But let's just say that you know. Because we ran into this. Unforeseen circumstances that we, you know, we waived the L three time entry here. I don't know. What do you think? Yeah, Speaker 1 00:07:52 I can make that much clearer. Yeah, yeah, I can. Consult Miss Chat GPT to make it sound nicer, or you know. Just. Speaker 2 00:08:04 Because I, I don't want him to think that we build incorrectly. Speaker 1 00:08:09 Yeah, you know what I mean. Speaker 2 00:08:11 Because technically, I don't know if we should have built a meal's time entry or not like Cause technically, they're both working on it at the same exact time. Yeah. So like. It's we don't really want to double bill. Okay, but you know I don't know. That's my opinion. Speaker 1 00:08:30 Yeah, I think we can go without. Pro ud, and I am just gonna explain to Ozzie about what we've discussed. And if He pushed back. Which I think he might, Speaker 2 00:08:43 To be honest. Cause he's he in the past is known for that. Speaker 1 00:08:48 Really? It's my first time. And Conring him so, Speaker 2 00:08:53 Yeah. Like I remember when I was a dispatcher, it was like Chris had a big problem with him. Speaker 1 00:08:58 Oh, shoot. Okay. Speaker 1 00:09:05 Well, There's no harm in trying if he will accept a$ 600 given the evidence that we have here. Yeah, Speaker 2 00:09:15 And we say," Hey, we give you two hundred dollars off." Speaker 1 00:09:20 For all three times, Speaker 2 00:09:21 So yeah, I don't know that that would be how I would phrase it possibly, but yeah. Speaker 1 00:09:28 Okay, let me try this and I'll let you know if it worked. Okay, Speaker 2 00:09:34 Good luck. If it doesn't work, it wasn't my idea, okay? Speaker 1 00:09:37 Pray for my soul so. Speaker 2 00:09:41 I will, I will. Speaker 1 00:09:42 Okay, thanks Olivia. Speaker 2 00:09:44 Okay, thanks everyone. Bye- bye. Speaker 1 00:09:45 I am not a good person.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=ade46ac8-a7fe-49ac-8911-227ef4ca9ea6&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODEyOTg4NyJ9.CgoKBHNuaWQSAjY0EgsI5OvHldz9lT8QBRoLMy4yMzUuMTk1LjAqLG1rZU5ybTBBWGNyOGtUM002aWYyZGIxYzFFKy9DQ0dhUlpLVllNeTNkRDg9MJoBOAFCEKIRLCySAAAQj26gKxM1lWBKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE._-Nfma1w4iQXMG6VvVRmK83Fc6YAg3_lQq4puB9EkBY&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
04-24 Weekly Meeting: Performance Issues, Onboarding, and Policy Changes	> Date: 2026-04-24 > Location: [Insert Location] > Participants: [April] [Olivia] [Speaker 3] ## Meeting Notes ### Performance Issues and Potential Replacement of Ronell - Olivia has ongoing concerns about Ronell’s performance and service quality. - A recent “yellow C-stat” from client Anderson led Olivia and Pete to seek a replacement. The incident involved Ronell using Teams to contact a client who primarily uses Slack. - Olivia views this as a minor issue layered on a broader pattern: insufficient proactive communication and frequent need for reminders. - Former manager Christie also raised concerns, restricting Ronell from direct client phone calls. - Ronell was hired as a Microsoft Engineer (L2) but is operating at an L1 level and often escalates tickets that other L2s handle. - The plan is to hire an L1 to replace him, which is more cost-effective for the current workload. - April, as country manager for Team Philippines, offered to speak with Ronell; Olivia asked her to wait for a green signal. ### New Client and Schedule Changes - A new client requires support starting at 5 a.m. - Ronell was moved to this early shift to cover the new client’s hours. - Olivia previously asked April about her availability for this shift; April prefers an earlier schedule. - April requested FYI notices for future schedule changes to avoid confusion. ### Employee Onboarding and Laptop Issues - Significant onboarding issues occurred with Giannis, particularly with his laptop; he is Olivia’s first South African hire. - Giannis used his personal device on Windows Home, which required an upgrade, forcing a factory reset. - The delays and laptop issues upset Pete, who wants smoother future onboardings. - Juno’s laptop replacement is also pending. Pete wants her to find a readily available local alternative rather than ordering from Lenovo’s website to avoid long lead times. - Juno told Maggie she doesn’t have time to look for an alternative; Maggie is helping push this forward. - The replacement laptop budget should not exceed $1,000. ### VPN Elimination and New Connection Policy - The team has experienced persistent VPN issues, including poor connection quality during all-hands meetings. - After recurring problems, especially during Giannis’s onboarding, Olivia pressed Pete to fix the VPN situation. - A new policy will be implemented: employees in the Philippines, South Africa, or the US will no longer need VPN for regular work. - VPN will be required only when traveling or accessing specific client systems (e.g., a sysadmin account). - Anton will officially announce this change at the all-hands meeting on April 29, 2026. ### ConnectWise PSA and Automation - There is a pending UBI (Unified Billing Integration) issue in ConnectWise involving access and mapping problems. - April needs this resolved to meet her Q2 billing automation goals. - Olivia suspects a broader integration issue stemming from the initial RMM setup in 2017 and will follow up with Gracie. - A PSA health check is scheduled for the week of April 27, 2026, offering an opportunity to address these issues. - Another automation success: Marvin built a Claude automation to pull serial numbers directly from RMM, aiding Christian’s monthly computer count reports. - Due to automation gains, the company does not plan to hire a new admin to replace Marvin, who is leaving on July 1, 2026. ### Spare Device Billing and Management Policy - A new RMM spare device management policy, proposed by Ansor, was discussed. - Small clients get two free spares; large clients get five. Any excess will be billed or the agent removed. - April explained that RMM device counts will sync to invoices, with manual credits applied for the allowed number of spares. - Olivia questioned the financial logic of crediting spares at full workstation prices when agent costs (e.g., $2 for RMM, plus Huntress) are much lower. - Clarification: credits apply only to clients with spares and only up to the free spare limit they have. - The process still requires a manual RMM check to confirm each client’s spare count. - The team struggles with consistent spare device naming, complicating management. - A follow-up meeting with Pete and Mike will be scheduled for the week of May 4, 2026, to discuss further. ### Employee Wellbeing Concern - Jason reported that Pepe and Jose found Caleb experiencing a stress-induced panic attack. - April suggested Olivia recommend a two-week break for Caleb’s mental health, supported by the company handbook. - Olivia noted Caleb has very little PTO; April advised handling it at manager’s discretion or requesting a PTO exemption from Pete due to health reasons. ## Next Arrangements - [ ] Olivia to open a requisition for an L1 to replace Ronell and define the recruitment timeline and interview process. - [ ] Olivia to follow up with Gracie regarding the ConnectWise UBI integration issue and prepare details for the PSA health check in the week of April 27, 2026. - [ ] Anton to announce the new VPN policy at the all-hands meeting on April 29, 2026. - [ ] April to ask Maggie to continue following up with Juno on her laptop replacement; Juno to source a local alternative within the $1,000 budget. - [ ] April to schedule a meeting with Pete and Mike for the week of May 4, 2026, to review the spare device policy and financial model. - [ ] Olivia to talk to Caleb about taking a two-week break for mental health and check with Pete about a PTO exemption if needed. - [ ] Ansor and Helpdesk to draft and implement a clear process for naming and tracking spare devices in RMM; conduct a manual audit to validate current spares before applying credits. - [ ] Finance/Ops to perform a cost analysis of tools on spares (e.g., RMM, Huntress) versus credit amounts to inform the May 4 discussion. ## AI Suggestions > **AI Suggestions** > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The plan to replace Ronell is set, but there is no defined timeline or next steps for recruitment (e.g., job posting, screening, interviews). > 2. The financial model for crediting clients for spares is unclear and may be flawed. A cost analysis of tools installed on spares (e.g., Huntress) versus the credit amount should be completed before the follow-up meeting to ensure a productive discussion. > 3. The process for managing and correctly identifying “spare” devices in RMM is inconsistent and causing issues. A clear, enforceable helpdesk process (naming standards, tagging, periodic audits) needs to be defined and implemented.	Apr 24, 2026	Speaker 1 00:00:01 What on a Friday is that news? Well, okay, it's not official or anything yet, right? I just spoke to Pete about it. Okay, but. Also, I love April. That you are like, give me the tea. Well, I am all about the tea so. Call me whenever. Okay. No, but with like Ronald. We've been having issues for a long time with Ronell, like just. I don't know. I don't necessarily trust Ronnell to. Give the best of service. If that makes sense, like and yeah, we've just. I've been like kind of debating the idea for a while with Pete. Speaker 1 00:00:57 And then we got a, like a yellow C stat from uh from. Anderson, so then Pete had called me and he was like, "Yeah, okay, let's." Um, and it was his ticket Ronell's ticket. Um, it wasn't like a big deal, but essentially like Ranal reached out over Teams, but Anderson uses Slack. So like it's kind of it's a small thing, but it's like. I feel like he should have like called the client, and like you know, made a little bit more of an op. A uh, you know, actually trying to reach out, and this like. This a really, really small item on a big mountain. You know what I mean? Yeah. Because the actual issue, if it happened to like anyone else, it would have been like okay, whatever. Mhm. It just is. Speaker 1 00:01:54 Anyway, so so Pete was like," Yeah, see if April can open up an L one." And then try to see if you can find someone essentially, because I told I told Pete. I don't want to make any moves until we have a replacement, and that's my new policy going forward. FYI, because if I get rid of somebody, I ain't getting a replacement. Ah. Speaker 2 00:02:24 Nice move. Yeah, that's quite genius. Yeah, you don't want to end up like you know. Losing someone and then there is no, backup or replacing. Speaker 1 00:02:34 Yeah, like we lost Lee so long ago. Yeah, and then at some point I just eventually gave up. And then well I didn't even give up. Pete was like. Well, at this point you clearly can manage without him. Do you have to end up like that. Speaker 2 00:02:50 Like just testing if I can. Speaker 2 00:02:53 Hol d it down, like oh my god. Um, okay, So what I am understanding is this is like a whole pile of, you know. Issues with burnout like for long for a long time. Speaker 1 00:03:09 Yeah, and also like. I mean, even back when Christie was the was the manager, Like she wouldn't put she didn't want Ronell on phones to like answer people's phone calls. You know, she didn't want. The m to like she didn't want him to like talk to, clients, and like. That on help desk, you have to, you know, you have to be communicating with them. Yeah, and like yeah, Speaker 2 00:03:39 Sorry to cut you off. I also noticed is there a reason why he's on an early schedule recently. Oh yes, yes, yes, yes, yes. Speaker 1 00:03:47 Because. Why? Onsor decided that we're going to take a new client. And our hours for this new client is starting at five a.m. outside of our normal even shifts. Like, so, anyways. So long story short, I had to move somebody up. Yeah, jams. I had to move somebody up to the earlier shift. That's why I asked you a couple of weeks, if that shift would be good. Speaker 1 00:04:20 Like good news or bad news. Speaker 2 00:04:22 Yeah, and I told you like I prefer the earlier schedule, right? Speaker 1 00:04:27 Yeah, yeah, yeah. Exactly. Wait in the future is this something I should tell you because you Um, Speaker 2 00:04:35 Uh, It might help that you send me an FYI, because there are times like I'm kind of confused. Oh, why is your no like clocking in like super early? Like and then clocking out. Earl y and so I don't know what happened, but yeah, I felt they need to ask you why. But I only get the chance. It's okay. I only get the chance to ask you now that now that we're talking about him. So. My bad, Speaker 1 00:04:59 April. My bad. I didn't even think about it. I should be honest. Speaker 2 00:05:03 Oh, and speaking of as the you know country manager for team Philippines, I am also kind of thanking since this has been brought This. You know, issue with Renal. I'm thinking if also, I should talk to him. What's happening. Speaker 1 00:05:20 Well, don't talk to him yet. Okay, cause yeah, cause I haven't really had many convers not many conversations. Like Let just wait for a minute. Okay. Okay. Speaker 2 00:05:37 Yeah, I'll just wait for your green signal. Um, yeah, yeah, yeah. So I can know the perfect timing to talk to him and what's going on. And okay, yeah, let's just park it for now until you. Yeah, Speaker 1 00:05:53 Because like. My thing is like, I don't want to scold him for this yellow alert. Because it's so little. It's like I mean, yeah, he could have looked on Hoodoo and seen that they use Slack, but they also like sometimes use Teams. So it's it's really complicated and. Like it just is, it just was the timing that Pete was like," Okay, let's let's start looking," instead of like something that Ronald did that was like. Terrible, you know. Speaker 2 00:06:24 Okay, in your own opinion, how many strikes? Um. I s Renelle already like you know. Can you count how many, yeah, like how many mistakes he already did in the past? Speaker 1 00:06:40 He just he does like little things, like for example, yesterday, um Anton comes to me and he's like, hey this ticket got moved over to security instead of help desk. Or help desk escalated this to security, so I go look at the ticket and there is like no work done. And I reached out to Rana. I said, "Rana, what do you need from SEC here? Like, why did you give this ticket to security? Like, you didn't even try." You know what I mean? He like logged into Sinha and like tried to look for an email and then couldn't find it. And immediately, I mean, He probably spent five minutes on the ticket and then immediately escalated it to security. And. And so you know, I had to walk him through, like, you know, hey, try this. Speaker 1 00:07:28 Instead, and then he's like, "Okay, yeah, I'll do that." And then he resolved the issue by himself. Like he didn't need security literally at all. And so Charles got involved and was like, "Why you know, why didn't we do this the first time around?" It just like it's like small things like that. Where. I feel like, like for example, another one. If I asked you to help me with something, you would take it and you would run with it. And if you had any updates, you would update me. You know what I mean? If you are having updates with a client, you would update them. With Ronnell, if I gave him something or asked him to do something, I have to constantly remind him, ask him for updates. Did you update you know this person? Even if I am saying hey Pete's eyes are on this. I need you to email this person. Speaker 1 00:08:24 Or I need you to send an update. You know, like I have to me or Charles have to literally watch him do it. For him to actually do it, it's like. It just yeah, he he needs a lot of guidance and. I need someone who will take something and run with it and have extreme ownership, and you know. Get it done. I see. Okay. That's my thing. Speaker 2 00:08:53 Yeah, I hear you. Speaker 1 00:08:54 And and also one more thing so. I said that I am like now you've got me started, so we hired Ronelle on as a Microsoft engineer. Uhhuh, right. So he should be at least an L two, and he's not like, He escalates things so often to other L two s and other L two s actually can complete it. So much so that, like, Charlene and Sue thought that he was an L one. Instead of an L two. Speaker 2 00:09:30 You know what all along I thought he's an L two and then you. Earlier you're looking for an L one to replace him. So I was kind of confused. Is he an L one or L two? Speaker 1 00:09:40 Yeah,'cause he's he's supposed to be an L two, but he does work of an L one. So that's why I am like, well, we can just get an L one, you know, for an L one cost. And do the same exact work that Ronald's doing. Yeah, you know. Speaker 2 00:09:58 Okay, gotcha. Alright, my friend. So yeah, Just let me know as soon as you, you know, sorted everything about him. And then. I'll go from there. Yeah, when I yeah we'll do. Yeah, oh and also about the account creation thing. I don't know because also Ronelle is also working on that with Charles. In the past, so I'm not sure who. Just now going to be, the main person for account creation. Speaker 1 00:10:26 And that's my thing. I don't know who put Ronnell in this because I don't trust Ronnell to get this done. I am like, like it stresses me out that Rodnell is in, like the like that we put him in charge for these things, you know. But it's because originally he was a Microsoft engineer, so he would see like portion of things you know. Speaker 2 00:10:49 Yeah, And if in case do you think who's who can be you know the. Other tech that can do run else work when it comes to employees, onboarding or account creation. Speaker 1 00:11:02 Becker, okay. Maybe let me think on it. Like maybe somebody else I could have like I can maybe do Riddick. Or Charlene, yeah, Speaker 2 00:11:13 And also, yeah, maybe check with. Anton, Because right now we're trying to be, um, to complete all the necessary onboarding tasks as early as possible. for Um, Paula. Um, so because I noticed that Pete. There's tendency for him to be pissed off whenever there is a delay with onboarding new employees. I'm kind of trying to avoid that. Speaker 2 00:11:46 Yeah, so earlier I heard something about Giannis is lopped off. So okay. He mentioned that he was, yeah, he kind of was pissed off about that. But anyway, he said like let's just moving forward. Let's just try all onboarding to be as smooth as possible. So as early as now, I ask Maggie to, you know, create the onboarding project and assign all the tickets. So yeah, I told Michael I'm going to get back to her. Speaker 1 00:12:15 To be fair, okay to myself, that is the first South African onboarding that I've ever had. Okay, so normally like. I don't. He's like, I don't even know. Well, yeah, because no, I think where to get computers and stuff in South Africa. So Charles tells me that this is the best way to do it. I am going to take Charles who lives in South Africa's opinion. Speaker 2 00:12:42 Yeah, and also we're I think. The last time, we're relying on Charles because he's the one who bought the laptop, right? And I don't think I would. I am not sure if I've ever followed up with him. i I think I did follow up with him. What's up with the. Yanis's laptop, but I am not aware that it came late. But I given a heads up to Pete that. Um, Yanis will going to use his own laptop. Speaker 2 00:13:12 For the meantime, until, you know the new laptop arrives, but. He said there's a two day delay with a new laptop, so I'm not sure what happened there, but. Whatever. Speaker 1 00:13:26 Yeah, yeah. Well, did you end up like did you ever hear about what happened there? No, I didn't know because it was a shit show. Oh really? Pete ripped me a new one for that one, and fair enough. Okay, but like because. So, for starters, I was like, "Okay, well it's gonna it's gonna ship. " I should have just like in hindsight, maybe push Giannis' like start date back a week, but whatever. Um, anyways, and I was sick the week before. I was sick the week of too, so that did not help at all. But Basically, like his own personal device was on Windows Home and not. Speaker 1 00:14:12 Grow for starters, so then we had to update upgrade it. Okay, and there were so many issues. And actually up upgrading it, like he had to completely factory reset his own personal device. Oh, and we we had to restart it. We had to reset it up from beginning. And. Like I felt so terrible, and he's like," It's okay. I have a hard drive, and like you know all my stuff is backed up and whatnot." Aw. Anyways, and then like we had to add him to. He had so many issues with the VPN. Like his whole, the whole entire week of his first week, we were struggling to get him on to VPN. Okay. Speaker 2 00:14:56 Ah, oh, speaking of this, a VPN. Um, are we going to get rid of that permanently? F uck yeah we are. Oh my god, thank you so much. We're all struggling. Whenever, you know, there's too many people connected to the VPN, and then during all hands meeting, we ended up like, you know. Some of you sounding robotic or some. Speaker 1 00:15:22 Of us ended up like. Oh yeah. With this whole Giannis thing and the VPN situation, I sent Pete a message. I said, Pete. We cannot keep doing this with the VPN. Like, everyone is struggling. I get constant complaints about it. Like, why are we not doing something about the VPN? So I was like, Pete, I am gonna like, can i schedule a meeting with you and Anton and Gabby and whoever to figure it out because like I don't ever touch like I am not even on a VPN. Like I am not on the VPN, and like so I like really forget about it until somebody brings it up. You know. Mhm. Anyway, so, like. Speaker 1 00:16:01 I feel like I got the ball moving, and then they said that they were gonna like, think not thank God, But like you guys started having issues in the in the Teams or in the All Hands. You know, yeah. Sounding robotic. Yeah. And that was like that was like the nail in the coffin. And I was like yes. See, Speaker 2 00:16:21 Ansar also, you know, seeing the reels. Situation during all hands like okay team Philippines you know. Yeah. Having a struggle connecting with VPN so. Speaker 1 00:16:34 Yeah, so basically what's going to happen is. If you're in the Philippines, South Africa or US, you don't have to use a VPN. Um, but if you are like traveling, like seg for example, you know how she's in Europe right now. Yes. Ah, okay. So. Speaker 2 00:16:54 Right now we have to like. Can just connect directly to our Wi- Fi or to our home Wi- Fi. Is that what you mean? Speaker 1 00:17:01 Yeah, so. Yeah, so you should be fine because you already have like your key and everything. You know, so you're safe there. Now, if you are trying to, the only thing right is that, if you were to log into likeum. Like a sit admin account or something, you know, within a client site, then you would have to use a VPN or go through like SynHA. Or if it's shared. Speaker 2 00:17:27 Okay, and then we're, are we going to have like a quick training about that? Are you going to send out communication to all? Speaker 1 00:17:34 Yeah, Anton's going to be saying something in the all hands on Wednesday. Okay, perfect. Yeah, yeah, yeah. And then after that. As soon as he makes an announcement, then you shouldn't have to use a VPN anymore. Now, what does that actually like look like? I'm not exactly sure. We'll wait till he says. Speaker 2 00:17:52 Okay, I'm excited. Okay. Yeah, but it's good news. Yeah, it's good news definitely because it's one of. The pain points for team page that you know, we're going to get rid of finally. Um. Okay. One more. Um. Juno's laptop, okay. So Pete mentioned it to me earlier during our one on one, And he said, um he asked To look for some alternatives, like readily available instead of ordering directly from Lenovo's website. Speaker 2 00:18:25 And he said, he haven't heard since from from Juno like. I don't know what's the news, but I asked Maggie to take over and follow up with Chuno, What's happening because right now, I think the workaround is for her to go look for an alternative in one of the shopping malls here in the Philippines. Go buy it. Using her credit card to just reimburse, or either we can request for a cash advance to buy one for her. Speaker 1 00:18:54 Yeah, yeah, exactly. Well, and Maggie had sent me a message saying like oh this like. You know, found this laptop, but we can't find anything cheaper. So I was like, I was like oh okay like. Because I was under the same, Like Pete told me that he had spoke to Juno and told her to go find something locally. And. Speaker 2 00:19:17 Then Juno said to Maggie that she doesn't have the time to go. Look. An alternative like dude, you're the one who's using the laptop. So I don't know. So Maggie's just waiting for you know. Like a green signal, or she's kind of helping Juno to push it like. Go buy now, like whatever that you can find in one of the malls here. So, you know, you can get a new laptop. To use, but yeah, I asked Maggie to stay on top of that. So you know. Speaker 2 00:19:53 Um, we can have a laptop replacement for Juno. Okay. Yeah, cause I am like, yeah, but it also help if you could. Just a gentle follow-up, you know, "Hey, what's up?" Okay, well, yeah. Yeah, and then just tell her like you can buy using your credit card, just file for reimbursement and then or just request for a cash advance. Speaker 1 00:20:24 But Just be careful about the budget. She should get it approved by you. I was gonna say, yeah, like. Yeah, I don't know what the budget is. Speaker 2 00:20:32 Just don't buy anything above one thousand dollars. So that's what Pete. Would want like don't go beyond the budget. About above a thousand? Yes. Because we bought yeah. Because we bought some something for Ivy and it's just cost like. Speaker 2 00:20:53 A thousand dollars, if I can remember correctly. We bought it directly from Lenovo's website, but it's just that if we buy it direct, it's cheaper because we bought it directly from Lenovo. But The thing is, uh, There's gonna be a problem with the lead time because it will might take two weeks before it arrives here in the Philippines. So. The only workaround is to go look for an alternative in one of the shopping malls here or. Speaker 1 00:21:24 Oh, But to be fair, Juno's working right now, right? So like two weeks, it's already been like three weeks since she first sent that message. So she's surviving. I don't know how, but. Speaker 2 00:21:37 So I was like," Oh, okay." So at first it was super urgent, or she's kind of struggling to work. That's why when I. Didn't hear anything about the laptop. I thought, oh, is she all good like. Has this been sorted out already? So I don't know. Yeah. I don't even know. Yeah, But I'll just let you know whatever I hear from Maggie, because I asked Maggie to. Go check on Juno. Oh, and also one more thing. So about the UBI, you remember to get notified building intake with ConnectWise. Speaker 2 00:22:20 So the only pending issue with them is just first, I don't have the access, and I thinkum Charles already granted me the access, but for some reason it's not you know. Um, the function for finance, yeah, it's not showing up on my end. And then the next one is a mapping issue, right? Speaker 1 00:22:42 Yeah, like I kind of think that there is a bigger problem there. Like I think there is some kind of issue with. Like our actual integration, like when we first set up RMM. Speaker 2 00:22:58 Yes. Okay, Speaker 1 00:22:59 So and that's what Gab that's what uh Gracie was looking into. You know. Yeah, I'm gonna go follow up with her. Speaker 2 00:23:06 Um, just you know, because knowing ConnectWise, I don't think if you don't you know bug them or chase after them, they're not gonna. You know. Real ize the urgency of this request, but the goal is to have everything automated by end of this quarter and. It's one of part of my rocks. So Pete and Andre run after me. You know, it's gonna be completed by the end of the quarter. So yeah, I need to bug Gracie. Maybe and, and. Speaker 1 00:23:42 We haveum. What? You know we have a P S A health check next week or whatever. Speaker 2 00:23:49 Oh, hang on is that the one on. On Wednesday, Wednesday next week. Oh yeah, okay. Yeah, I can. Yeah, we can discuss that. Speaker 1 00:24:00 So like worst case scenario, we can talk about it there too. I fear that we have a lot of but in the meantime though. Hmm. If you think of anything likeum. Speaker 1 00:24:14 PSA related, like is this set up correctly? Can you like write it down? Yeah, sure. Yeah, like or any processes that you think like surely we can do this better. Uh huh, because you know Connectwise was um. What's called it was made in. Or we we set it up in freaking like twenty seventeen or whatever, right So like. And we have really not made much changes to it since then, and I am sure ConnectWise has like made a lot of. New processes and stuff that would help us. Speaker 2 00:24:54 Yeah, And you know what I was surprised when I learned that UBI has been there since twenty twenty four, and we're right here struggling manually building. So, what could have been, you know, make our lives easier back way way back, but okay. Speaker 1 00:25:13 Yeah, and like even even another thing too, likeum Marvin called me earlier and was likeum. Trying to find the serial numbers because, you know, Christian pulls the serial numbers from Scale Pad. And then he like manually puts them in with his list on computer count, you know. Yes, but apparently you can get them right from RMM. I found it earlier. Speaker 2 00:25:37 Oh, so he's now pulling off a whole list and exports. Speaker 1 00:25:41 Yeah, so it's gonna yeah, so it's gonna pull up immediately on the export. Speaker 2 00:25:45 Perfect. Okay, I think that's the only. Yeah, This is the only pending item thatum Christian is trying to resolve. So you know, they can, you know complete the process or the automation in cloud. Oh yeah, yeah, yeah, Speaker 1 00:26:01 Yeah. That's exactly what Marvin was showing me the Claude thing. Speaker 2 00:26:06 And I am so happy about that. I even think Marvin, you know, I've been, Bragging about it to Pete and answered that Marvin took the initiative, To, you know, uh, do an automation in cloud because this will make Christian's life easier because he has to always you know, spend an extra hour every day, Just to complete um during monthly computer count just to complete all the reports because remember, we have like sixty plus or ninety something. Yeah. Speaker 2 00:26:36 Cl ients that we need to send them their monthly reports, So this is going to be big, helpful forum Christian. And also yeah, with the UPI thing happening, I am hoping that we can. Spend fewer hours in building all the clients because it's one of the tasks that's taking too much time for admin team. Speaker 1 00:26:57 So Hmm. Yeah. Are you, you guys still aren't signing anything? Are you guys still aren'tum. Speaker 1 00:27:07 Not signing anything, you guys aren't gonna replace Marvin. Oh no, Speaker 2 00:27:13 We're not going to add a new admin if that's what you're. Asking. Speaker 1 00:27:18 That's exactly what I'm asking. No, Speaker 2 00:27:20 Anzor would doesn't want to add one more because the goal is to He said," Automate and optimize as much process as we can." Just to you know avoid to add another headcount. Speaker 2 00:27:36 So. So that's why we're kind of trying to find things and how everything can make easier, smoother, and you know less the manual work because. If that's the goal, don't add another headcount. Then we don't have a choice but to explore. Yeah, Speaker 1 00:27:56 But dang, like you got a month. Like imagine right till Marvin leaves right. Like like that's. Speaker 2 00:28:03 I'm sorry. Well, Marvin is going to be officially leaving Crimson on July 1 st. So like, yeah, we have. Oh, on July? Yes. So we have June. No, we have May and June still to you know wrap up everything. So hopefully, but then Marvin said you can still reach out to me even if I'm already with Ladmis. But of course, I don't want to bug him anymore if he's in Ladmis, just to kind of respect, you know, the his time they're in there. Speaker 1 00:28:31 So Yeah, definitely. Speaker 2 00:28:35 All right. Well, so that's about it. And oh, you know we're here to. Speaker 1 00:28:40 Help if we ever need to. Speaker 2 00:28:41 Yeah, thank you. Thank you. So yeah, I am trying to no need more help from you guys when When it comes to connect- wise. Psa things. Yeah. Speaker 3 00:28:53 Which we know very little about. We all are like, you know, blind leading the blind. Yes, exactly. Speaker 2 00:29:02 Yeah, so we're both learning here, so. Oh yeah. Uh oh okay then. This yeah, this pair thing. So you need the pairs like. Remember, I asked. I told you like we had a discussion. I had a discussion with Anser, and then because I mentioned it to him about the UBI thing, and then I hoped I told him like oh hopefully he's gonna be the. Answer in automating the RMM device with ConnectWise agreements, and then I told him, "Look, so how about the spares? What are we going to do about that?" and then He told me, like, okay. So let's do this for all small clients. Let's have like two free spares for them, and then for large clients, let's have like five free spares. And if something exceeds about that, then you have to either charge them or remove your agent. So. That's what. Speaker 2 00:30:01 He told me so. Here's what's going to happen on the building side. So, the count from RMM is going to automatically. Appears on the invoicing side, and then if there is uh every time we build a client, there is a like uh credit of two devices monthly. So. Speaker 3 00:30:19 Regardless if they have a thing or not. Speaker 2 00:30:22 Yeah, so that two spare is going to cover the, you know. Free spares that we have for them in RMM. Speaker 1 00:30:33 So Okay, but question yeah. Speaker 3 00:30:37 Like, mathematically does that make sense? Speaker 2 00:30:43 Um, because as long as because he doesn't want to pay for more. Remember the R M R M M is charging us right for all of the. Devices in there. Speaker 1 00:30:57 Yeah, but but my question is. Sa y one single company is paying. See well, what's what's a workstation for like Project Angel Food for example, like one hundred and. Something or is it two hundred? Speaker 2 00:31:12 I don't think they're until they're at two hundred. I'm assuming. Speaker 1 00:31:18 How much does it cost. Speaker 2 00:31:20 Per device? Um, let me check. In. Speaker 2 00:31:30 So, the spares is going to be, you know, um. Pricing for each spare, I believe, will be as per how are we charging them for each device. Speaker 3 00:31:43 Yeah right. So so you would take off two. Okay so for example. Let's. Speaker 1 00:31:49 Say that Project Angel Food they spend two hundred dollars per. Per workstation, Speaker 3 00:31:57 Yeah, right. So. Speaker 1 00:31:59 We every single month will take off four hundred dollars off of theirum their cost. Speaker 2 00:32:07 For two spares. Speaker 1 00:32:08 For two spares, right? But four hundred dollars is much more expensive than four. Speaker 3 00:32:15 Dollars in RMB. Speaker 2 00:32:17 Oh, so you mean uh okay. So okay, yeah, I can raise that to answer that we're not gonna fully. Um charge. Sp are as per what we are charging them for their workstation because that's gonna be yeah unfair since we only pay four dollars for for eachum device for. The agent that's installed to their laptop, right? Speaker 1 00:32:44 I mean, like we also have like Huntress installed, um, sometimes. But we could technically. Oh, even if it's a spare? We have Huntress. Yeah yeah yeah. Because. Anything that has our agent on it automatically pushes our either sofos or huntress. Speaker 2 00:33:02 Uh, okay. So we can you knowum identify all the tools that's been installed on a spare device? And then we're gonna base the cost that we're gonna Um. You know we're gonna deduct from their monthly invoice. Speaker 1 00:33:18 Yeah, exactly. That's I guess that's my question is like, Speaker 2 00:33:22 I get you okay. Speaker 1 00:33:24 On an RMM side, we're using RMM really as a management tool of like saying, "Okay, you have this many spares. There's this, you know, these spares are somewhere in the office or they're somewhere else." Like like On Helpdesk, it's easy for us to keep track of that because we have RMM. So we're keeping track of it through RMM. Now, if we remove that It's going to be harder for us to figure out. They have spares, but it's not impossible, right Okay, Speaker 2 00:33:55 But do you? Uh, oh, sorry, Do, you know, like for all spares Is there like a specific. Like a fixed list of tools that are installed in them. Speaker 3 00:34:07 Our tools, yeah, Speaker 2 00:34:09 Our tools. Um, Speaker 1 00:34:12 I mean it should just be. RMM and uh Huntress and Huntress, yeah, but if there is a way that we could say. You know, if the device has spare in it, that Huntress doesn't install the agent, so that in itself will save money. Yeah, and I've been trying to talk to Hunter about this, and he just He's ghosting me. Not ghosting me, but every time that he calls me, we're talking about. Uh, smart dispatch. Uh huh. So. I don't know. I guess I am asking like. Does it actually make sense to? Speaker 1 00:34:51 Mo ve the cost from everyone's invoice, regardless of if they have a spare or not because. I feel like we're just gonna lose, not lose money there, but like that's more of a cost than. Our two- dollar agent. Speaker 2 00:35:11 And what did she? What did he? Um. Speaker 1 00:35:15 No, he hasn't said anything. I mean, he hasn't. I haven't even told him. I haven't even had a chance to talk to him about it. Speaker 1 00:35:22 Okay. Can I talk to Pete about it first? Yeah, you know, Speaker 2 00:35:25 I am kind of like and also I think we kind of need to schedule a call to discuss this very thing with him. I agree, Speaker 1 00:35:34 And we have to tell clients like for clients that have a bunch of spares. It's good, right Like likeum, Iron Gate. I think they have like. I don't know. Probably thirty spares, just for them. So for IronGate, it's a plus, right? But for most of our other clients who don't even have any spares. It's we'd be losing money. What do you mean, Speaker 2 00:36:07 Like for clients with no spares? Speaker 1 00:36:10 Yeah, yeah, yeah. So like. Um, well, let me see. Let me look this like. Devlaw, for example, does Devlaw have any stairs? Here I'm going to share my screen. Okay. Not that it really matters, but. Oh yeah, okay. So Devlaw only has one spare, right? So so right now. Let's say that a huntress license costs like thirty or twenty bucks. Speaker 1 00:36:47 And then we know that an RMM. Speaker 3 00:36:49 Agent costs two dollars per device, right? So in total we're like down twenty- two dollars. Right here for just this device. But. Speaker 1 00:37:03 But then we remove, we're going to credit them two devices, right? Speaker 2 00:37:10 Ah, two devices is not a fixed device. If that's what you're I mean. Hang on. If there is only one spare, then there is This automatically frees. Speaker 3 00:37:22 If it's only one spare, are you just going to credit one spare? Speaker 2 00:37:25 But then Even before we're not charging them for these spares, right? Speaker 3 00:37:31 Yeah, no, we're not. Speaker 2 00:37:32 Okay, so if they only have one spare. Um. Oh, okay. Here's the thing because since, if that will you know we will start automating RMM with. U m, Connectwise agreements that spare will be included in the count in the invoice and then. From that invoice, we're gonna go credit them for one. Spare device, which is that one that you've shown earlier. That's for Devlo, right? Speaker 3 00:38:03 But you just credit one, you wouldn't credit automatically two. Speaker 2 00:38:09 No, because There's no other spirit. There's only one, right? Speaker 3 00:38:14 A h, but you're still gonna have to go check R M M, right? Speaker 2 00:38:18 Yeah, we still have to check how many spares is you know. is the appropriate to credit. Speaker 3 00:38:26 Oh, okay. So if they have, like, what's another company that like Ark. Yeah. So say ARC has no spares at all, then they would have no credit. Speaker 2 00:38:38 No credit, yes. Speaker 3 00:38:39 Mhm. Uh, but you still have to go check. Yep. So that part's not going to be automated. Speaker 2 00:38:47 Yeah. How will we know So we have to manually still check. But still, At least we've you know, achieved the goal, like the total of RMM device is to. Um, be automated with Connect Wise agreements. It's just that we need to do an extra step in confirming if. But there are devices that needs to be credited. Speaker 2 00:39:14 Yeah, I think that's the manual check that we need to. Speaker 3 00:39:19 That part's not going to go away; like you are still going to have to do that. Mhm, mhm. But at max, you'll give two instead of like. Yes, for Iron Gate, for example. Speaker 2 00:39:28 Exactly. I see. So yeah, we still have to discuss that internally anyway. So I think. Speaker 2 00:39:43 We can schedule a call maybe next week with Pete, Mike, you and me. To discuss that, so you know we can be on the same page. Oh, they're gonna be in Evolve next week. We. Speaker 3 00:40:00 Could do like late next week. Speaker 2 00:40:02 Yeah, or early next next the following week. Speaker 3 00:40:05 Yeah, yeah, Speaker 2 00:40:06 That's fine with me. Yeah, it is not urgent though, but. Just you know we can discuss this as soon as possible. Yeah, I just feel like yeah. Speaker 3 00:40:17 I just want to give a heads up to the clients and then also give a heads up to my team because I have a new process than that. I would have to follow because. That's a whole other thing that I'm. Speaker 2 00:40:30 Yeah, and also. I don't know. I'm also I'm sure that you already you know. In structed your team, you know, when renaming spares because that's where we will depend. Are you know. How much are we going to credit? Um. Speaker 3 00:40:46 Oh, yeah, but they are no I have, but it has taken so so long and even still. They they don't do it correctly like this one for example. Speaker 2 00:40:58 Oh yeah, the computer is. Speaker 3 00:41:01 Is the friendly name like is Robert actually using this? Speaker 3 00:41:07 Oh yeah, look he is. Then why the hell is the friendly name spare? It's like. Speaker 2 00:41:13 Getting all of these people on the same page. About like little tiny things like this, he's like pulling hair. They are like cats that just like. April, it is. It's a lot. Yeah, I think you can. Yeah, you can raise that in our meeting. You know, whatever all the challenges that you might you might you're foreseeing. You know. U m, You can list out all the challenges that you see will will become a roadblock to this. Um. Spare management, um, and then we can talk about that. Maybe Pete and Mike would have like a better idea on how to. Speaker 3 00:41:56 Yeah, I'll bring it up to them. If they still want to do it, you know, I mean they're going to want to do it no matter what, but like. Yeah, maybe they can help me guide, like give me ideas of something. Better to do I don't know. Speaker 2 00:42:09 Yeah, okay. Yeah, I'll find a time on next maybe the week of May fourth. And let's go from there. Speaker 3 00:42:19 Okay, that sounds good with me. Yeah. Speaker 2 00:42:25 Okay, I think we. Had enough time, you know, discussing the tea and all the. Speaker 1 00:42:34 Like when we talk, We talk for like hours. Speaker 2 00:42:36 Yeah, we're yappers, you know. So. We are yappers. A quick call is not a quick call if it's you and me so. No one trusts me about hey, can I can we jump on a quick call? Speaker 3 00:42:49 Five minutes just really quickly. We also. I want to. I don't. I don't really know, I want to get your opinion on something. Something. So. Speaker 1 00:43:08 Jason called me earlier. Uhhuh. Um, and Was saying that. Was saying that Pepe and Jose, like, basically caught Caleb having like a panic attack. Speaker 2 00:43:26 Oh shit. Uhhuh. Speaker 1 00:43:28 Because he was like so stressed. Speaker 2 00:43:31 Oh no. And so, like. Do you think he needs a break, like a two- week off? Yeah, Speaker 3 00:43:42 Like is that what I should suggest? You think like. Speaker 2 00:43:45 I don't know really. You should suggest that Olivia. I think it's in our handbook as well, that you know. Speaker 3 00:43:54 Yeah, to take some time off. Yeah, and I know he's been really stressed recently too. Speaker 2 00:43:59 Yeah, have him take off like for two weeks. That's theum, you know, I've been suggesting that to team P H as well. Whenever, you know some of them like struggling personally, or you know that's affecting their work. I suggest them like, hey, do you want to take a two week off because, if that will. Help you and you know feel better, then go ahead and take a two week off. Speaker 3 00:44:24 Yeah, yeah. That's a good that's a good call. Yeah. That's a very good call. Okay, thank you. I appreciate that. Speaker 2 00:44:34 You're welcome. You know, we we share the same sentiments now. So, we both are managers now. So Yeah. Who would have thought? Look at us go. I know, like back then we were just babies here and then now we're. I know, literally. We're just meanies and now we're not. I know. Speaker 1 00:44:58 Who gave us this Who did this to us I blame Christy. Speaker 2 00:45:03 Me too. Like, there are times like I want to go back to the basic like how I am how, you know where I am in the past like. I am just beginning here in Crimson, so. Easier days, yes. But there are times I am also thinking, if you are not going to get out of your comfort zone, you will not grow. Like You know, you're just gonna stock in there, so. Speaker 1 00:45:28 For sure. But yeah, okay, I'll let you go. Speaker 2 00:45:31 Okay my friend. Yeah, so have a great weekend or what? I have, Speaker 1 00:45:38 I just, I was like, that's a great idea. I am gonna go see how much Caleb has like how much balance he has. He has two days worth of not even two days worth. Of PTO time, Speaker 2 00:45:54 I think. You can ask for a PTO, like I think this a manager's discretion. You know, How are you going to handle this type of if he no longer have like the available credits for PTO? And then you can ask me to do something like, you know, just make an exemption. Since okay, this a health problem issue or mental health problem issue. So, yeah. Okay. Sounds good. Okay, thank you. Okey-dokey, bye. Goodbye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=b8a6c5dd-926d-4b4c-9e80-8b17e5876696&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzIyOTkxOSJ9.CgoKBHNuaWQSAjY0EgsIlOv_rO_xkT8QBRoMMy45NC4xNjguMjQ5KixPa1I3VUV1U2JXVTI1NGszSlFYcXYzblQvTXhOcXl4K1psOUhRblhOa2JjPTCaATgBQhCiDdHl4nAAEI9upFQ1lZhXShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.fzAwzTe2m8euWMQQYbCO9u06JKPwJcOLe8_WLBMpQm8&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
07-08 Technical Onboarding for 'Weight Room' Project: Development Workflow with GitHub, Vercel, and Claude	 ## Core Synopsis The technical onboarding for the "Weight Room" project is complete. A walkthrough session successfully configured Sergio's local environment, connecting his "Claude" application to the project's GitHub repository and the Vercel hosting platform. This setup automates the deployment pipeline: any code pushed from the local machine to GitHub is automatically updated on the live site via Vercel. The session focused on establishing the correct workflow—pulling from GitHub, making local changes, previewing them on a local server, and pushing the final version back to GitHub. While the process is now significantly streamlined compared to the previous Visual Studio workflow, its success depends on the user correctly executing the command-line instructions within the Claude interface. ## Onboarding and Workflow Configuration ### 1. System Access and Integration The primary objective was to grant Sergio access to the development and deployment ecosystem for the "Weight Room" project. - **GitHub:** Sergio was previously added to the project's GitHub organization, which serves as the central code repository. This access is provided under a free tier, as the primary account holder absorbs the minimal costs. - **Vercel:** Vercel is used for hosting and deployment. Sergio was added to the Vercel account to enable automatic deployments from GitHub. The cost is negligible and covered by the primary account holder. - **Claude:** The Claude desktop application is the local development environment. ### 2. Local Environment Setup Speaker 3 guided Sergio through a screen-sharing session to configure the local development environment. - **Step 1 (Folder Selection):** Sergio located and selected the correct project folder (`documents/The weight room website`) within the Claude application. - **Step 2 (Connector Installation):** The GitHub connector was located and installed within Claude's settings, requiring authorization and login to Sergio's GitHub account. - **Step 3 (Initial Sync):** Sergio instructed Claude to "pull from GitHub the weight room," which synchronized the remote repository with his local machine. The system required permissions to make initial edits, which were granted. ### 3. The Development Workflow The established workflow is designed for simplicity and automation. 1. **Pull:** Begin by pulling the latest code from the GitHub repository to the local machine. 2. **Edit:** Make changes locally within the Claude environment (e.g., adding photos, modifying code). 3. **Preview (Optional but Recommended):** Use the command "spin up a local server" to preview changes in a browser before committing them. 4. **Push:** Once satisfied, instruct Claude to "push" the changes to GitHub. This single command updates the central repository and triggers an automatic deployment to the live website on Vercel. ## Next Move **@Sergio** - [ ] Practice the development workflow: pull from GitHub, make a test change, and push to GitHub to confirm the automated deployment works as expected. - [TBD] - [ ] Attend the upcoming Claude training session on the 27th (contingent on receiving the forwarded invitation). - [TBD] - [ ] Schedule a workout session with Speaker 3 once her health and energy levels recover. - [TBD] **@Speaker 3** - [ ] Forward the invitation for the three-day Claude training (noon-2:00 PM, Monday-Wednesday starting the 27th) to Sergio. - [TBD] - [ ] Send the invitation for her daughter's 18th birthday party to Sergio. - [TBD]	Jul 8, 2026	Speaker 1 00:00:26 No, that's amazing. Do you like to watch TV. Okay, do you like, Dutton Ranch and things like that. Awesome I have plenty of books. Yeah, um, do you like to play video games. That's okay. I'm a gamer. Uh huh. Speaker 2 00:02:04 Hi. I don't see you. Speaker 3 00:02:10 Oh, you're just hiding your face from me. Oh, is it because you didn't shave this morning? Oh, I have a new kiddo. It went really well. Um, she is a non- minor dependent. Meaning, she's uh over the age of eighteen um and she's pregnant, but she has no family in LA, and she's been in a foster care system. So yeah, um because I'm only taking non minor dependents right now um so kids over the age of eighteen, yeah, and she's in junior college to become a dental hygienist. Yeah yeah. So the the requirements of staying in as a non minor dependent is that you have to. Speaker 3 00:03:01 Be enrolled in school, and so she's meeting those requirements. She just doesn't have a place to land right now. So, yeah, and Dom's birthday is in two weeks; she'll be eighteen. Her? She is no longer trans. Yes, all right, so we have you in GitHub. Let me get logged in. Speaker 3 00:03:32 Uh, I'm gonna share my screen with you. Uh, as long as you don't judge my grocery list that's currently on the screen. My, my grocery list looks nice. I'll leave it up just so that you can judge it. Better, my energy is improving day by day. I still cough like I'm an 80 year old man with COPD. But that's from being on oxygen for as long as I was. So, see, there is nothing wrong with my list. Shitake mushrooms. Those are, yeah, those are Dom's. The shitake mushrooms. Green beans are mine. So, and I have more. I have a whole list. I have hard boiled eggs, egg whites and some other stuff on here. Yeah okay. Speaker 3 00:04:30 So Vercel, I just realized. Uh, hang on one second. What's wrong with my Vercel? Let me log in with GitHub. Continue. Let me get you added to Vercel because uh I just realized you need to be added to this one. Uh skip it, I'll do that later. Speaker 3 00:05:04 Yes. Yep. So, um, Vercel is, um, Vercel's host is the host of it. Okay? Yeah. Yep. So Vercel because I only pay$ 30 a month for all hosting total. It's much cheaper and I don't mind including you in it because I have all this other stuff that I do. And so you guys are like pennies for me. So that's why I'm like, don't worry about this. Just keep this with me because it's not going to cost you anything. So I need to add you. Let's see, where do I add you? I will figure this out. I'll figure this out eventually. Anything you post to GitHub, because you have access to GitHub, is automatically uploaded into Vercel. Speaker 3 00:06:04 Yeah, any changes you make in GitHub. So, yes. So in here, let's see the new weight room. What I did with the new weight room is I built it under its own organization. So if you go into GitHub, GitHub is like the cream of the crop tool to use. And because I've added you, you're under the free support because you don't For the weight room, you don't need to pay for it. It's included online, and again, I am paying pennies for you compared to what I do for other people. So I don't want you having to worry about cost. ; I want this to stay free for you. So this is all your files, and as you are working in it, are you did you get cloud code? Okay, perfect so. Speaker 3 00:07:05 Okay, so how much do you pay for your cloud membership. Okay, so that's that's fair, um don't ask me what I'm paying for mine trust me. Okay. Yeah, I I'm I'm double what you're paying. All right So what. Yeah July twelfth. Speaker 3 00:07:36 So, you're going to go, you're going to open up the desktop app. You're going to go into code. And because I'm not on my work computer, I mean my home computer, um I'm going to try to see if I can open it. Open folder. I don't think I have it synced. I don't. Yeah So in here, you're going to sync it to whatever uh app that you're working on. No, it's not in that one. I think it's under my other system. It is. Um, so basically what you're going to do is you're going to pull up, I'm going to do Adapto Inbox. Um, you're going to pull up whatever you're working on. I'm going to trust the workspace. So this is my Adapto Inbox that I'm working on. Um, but you want to use it. Speaker 3 00:08:33 Just like what you would normally use instead of Adapto Inbox folder, you are going to open up the weight room. Okay. So whatever folder you have all the, the code documents and things in. You should already have it because I set it up on that desktop. Speaker 3 00:09:02 Um, share your no, you're going to look for the wait room. I'm just using Adapto because that's the only one I have. You're you want the wait room folder for uh your code base. Share your screen with me because I think I know where it is. Speaker 2 00:09:36 I'm not worried about that. I already have mine on. Speaker 2 00:10:10 I don't see it yet. There. Speaker 3 00:10:21 We go. Now I'm seeing it. Okay, so go to documents, you know, put it in there. The weight room website. Click on that. Yep, that's it. So open up Claude. Okay. Not not that, open up your Claude app. Speaker 2 00:11:03 It is. Yeah. Speaker 3 00:11:15 I don't. You're gonna have to stop sharing and reshare. Speaker 3 00:11:31 Okay. So down at the bottom where you see select folder. Mhm, click that. Now go to documents, and go to the weight room website and just click on the folder. You don't have to double click and then select folder. Now, I want you to go down and click on your name down at the bottom, and then get apps and extensions. All right from there. Speaker 3 00:12:13 We're going to look for GitHub. They changed it. Chrome, desktop, Code. Go down to Code. Yep. And then wait, hang on, that's not where I want you to be. Go out of that and try this again. Go to settings So hit the back button on the top left. Speaker 3 00:12:43 All right, now go back down to your name. Mhm. And then look for Hang on, let me find it. Connectors Down, down there. Yep. And then at the top right click on Add and browse connectors. Speaker 3 00:13:12 And then search for GitHub, G-I-T. No space between Git and Hub. But it's not here. They have it taken out. Go back, let's. Yep, you did. Okay, click Connect. That's where it is. I was like, something's not right here. Alright, click on Connect. Next. Yes, you're going to authorize it. Log in as yourself. Speaker 2 00:14:03 Okay, go back to code. Speaker 3 00:14:08 Alright now. Speaker 3 00:14:11 Ask Claude to pull from GitHub the weight room. Mhm. Speaker 2 00:14:25 Press enter. It's okay, I added them both. Always allow. Speaker 2 00:14:53 Okay, always allow. Speaker 3 00:14:58 At the bottom where you see it says accept edits, click on that. And then tell it to auto mode. Yep, enable auto mode and always allow. Speaker 3 00:15:32 Now, what it's doing is it's taking everything from GitHub, and it's pulling it down to your local computer, but it's also checking to see what is correct. So, then you can tell it to make the changes and then make sure you tell it to push it to GitHub. Yep. Speaker 3 00:15:58 Yeah, you have to tell it to push. The word is push, To GitHub. So. Mhm. Once you're once you're ready to push everything to it, yeah. And that's all you have to do. Speaker 2 00:16:23 Mhm. Yeah. Speaker 3 00:16:32 Uh, it will try to. Uh, it does very well. But lately it's been having because I've been making some changes. Uh, You might tell it to uh spin up a local server, so you can see the changes. Uh and local server is a key word. Um so just tell it to spin up a local server. So you can see the changes. It will show you how to connect to it. And it'll just be one that you can see. And if you like it just hit push or just tell it to push. Speaker 2 00:17:05 Yeah. Mhm. Uh. Speaker 3 00:17:21 What I do normally is if I say, here's the location where I have new photos, I want to put these on the website, And I give it the location and I approve it, accessing it because it'll ask me to approve. And then I'll tell it where I want those pictures, and I will tell it push it up. Yeah. Exactly. Yeah. Where this is now versus where it was a year ago, and I had you going through Visual Studio, it is a thousand times better. So, I mean, I'm constantly building out new things all the time within Glide Code. Speaker 3 00:18:01 That's why I had to uh increase it to the two hundred dollar one. So. Yeah. Speaker 3 00:18:14 Yeah. I if you have time, uh next time I have a Claude training for a client, I'll add you to it if you can attend, and it's usually an hour and a half to two hour training, and we'll go over the basics, so. I think I have one coming up on the twenty seventh. Speaker 3 00:18:32 And it's a three day one, so, it's noon to two o'clock I think. And it's Monday, Tuesday, Wednesday. I think so. But I'll forward it so that you can add so that you can add to it. Yeah, yeah. Yeah. Speaker 2 00:19:02 Yes. Yep, Speaker 3 00:19:06 Yep. So, all right, sweet. And I would come train with you one day, But not while I am hacking like an eighty year old with COPD. Let me get my energy up. I am just now getting back to the office. So eight, a, m or seven a m. Yeah. Speaker 3 00:19:42 Okay. Yeah. Good, I am under three hundred now. Yeah, and then I dropped. Yeah, I'm still I dropped even more at the hospital because they had me on a pure clear liquid diet for four days. I yeah, I'm gonna lose more weight soon when I have surgery, but yeah. Speaker 3 00:20:04 Yeah, thanks. All right. Um, I am going to leave you alone. I got to go deal with a new foster kid coming on board. And then my child has a meeting with her college advisor. Uh, I take her to college in six weeks. So, UC Merced. Yeah, I'll invite you to her eighteenth birthday party. Plus you know, i'll i'll send you the invite for that. So how's Maria doing? Speaker 2 00:21:12 Yep. Yes. Yep. Yeah. Speaker 2 00:21:44 Mhm. Good. Good. Yeah. Yes. Speaker 2 00:22:16 Yeah. Yeah, Speaker 3 00:22:23 And honestly, the steroids she she's gonna she's gonna feel good for a while. I felt like I could take on the world. Yeah. Yeah. Speaker 3 00:22:55 Yeah. Yeah, and it will take a while because remember when we would just walk, and some days I could go to the very end, and some days we were like barely down the street. It yeah. So. Speaker 2 00:23:14 Okay good. Speaker 3 00:23:17 Oh, wow. I, i you reminded me to check something, and my hospital stake so far, I only owe twenty dollars. Yeah, that's a lie. All right, I'll talk to you later. Um but yeah, I'll come work out with you sometime soon once my energy returns and give give Blue some extra kisses from me Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=26760d09-c849-4bcb-910d-6557f5f7b8c7&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MzU1ODAzOCJ9.CgoKBHNuaWQSAjY0EgsIvpfI9KjVrj8QBRoNMzIuMTk4LjgzLjIwMyosd0FpOFQ2TCtFZmxJeTZDSmcvdWhxSHB0dmorMG5aK3k0bGRJanArY051RT0wmgE4AUIQoiVk3KOAABDhq1r1NVXXPkoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.4zDaIqlFYyrk5MiJU3faNQEh_0QisM0aYX9FeSPXocQ&ApiVersion=2.0	Processed▾	—	✓	Other / Mixed▾	—	day-verified 2026-07-16 (7/8 = 10.29h)	—	—	—	✓
06-03 Fixing the Governance Gap in Invoice Allocation and Payroll Controls: Clarify Ownership, Access, and RACI to Restore Credibility	 ## Core Synopsis The operational bottleneck is a governance gap around invoice allocation and Concur ownership that allows one stakeholder to block transfer of the “hardest part” while later weaponizing that gap as a critique; the finance ops group offered to assume invoice intake, assignment, allocation, and automation, but the incumbent never granted access nor training on bill sources, then accused the team of avoiding the heavy lift. Evidence includes: explicit offers to own allocation and build automation; approval continuity on all Concur invoices; and corroborated disclosures on budget impacts (the $100k was communicated in ELT and email). Meanwhile, payroll is absorbing abnormal off-cycle volume due to clustered terminations yet being second-guessed for paying people on time, and cross-team interpersonal friction (Alma, Jessica, Kiarabell) is escalating around role clarity and firmness in performance management. The stakes are credibility and throughput: without formalizing process ownership and access, the team remains responsible for outcomes without control of inputs, inviting recurring blame cycles and missed automation leverage. We are committing to lock the operating model in writing, expose access dependencies, and escalate compliance around training and data handoffs. ## Control the Work: Offers, Access, and Accountability - What was offered vs. what was blocked - Finance ops proposed taking end-to-end responsibility from invoice receipt through allocation and Concur processing, including exploring IT automation based on historical allocation patterns. The incumbent did not provide the necessary access or training to the bill sources, keeping the “hardest part” fenced. Current state: approvals in Concur continue, but upstream intake and allocation are still dependent on the incumbent. - Verified disclosures and misrepresentation - Leadership corroborated that the $100k budget impact was disclosed via ELT and email threads. Attempts to reframe this as “undisclosed” were called out, which reduces the credibility of the counterparty arguing the team hasn’t owned the hard part. - Process risk in Payroll and off-cycles - Spikes in off-cycle checks driven by clustered resignations were necessary to pay on time; documentation exists in notes. Criticism is surfacing despite compliance with pay timeliness. The risk is optics: high off-cycle volume without narrative framing reads like disorder even when it’s the correct action. - Compensation change control conflict - The shift from one-time bonuses to a 3% base increase was decided when financials allowed (mid-March close; April execution). A stakeholder claimed “not informed,” but email proof exists. Pattern: decision records exist, but change control isn’t being honored by counterparties who later deny receipt. - Political pattern: turf and credibility games - The incumbent benefits from retaining gatekeeping over invoice sources and allocation, then uses that to critique others for not doing the “hardest part.” Separate interpersonal frictions (Alma, Jessica; firmness with Kiarabell; performance coaching of Chase) increase the likelihood of triangulation and narrative distortion if roles/records aren’t tightened. ## Next Move **@Christi** - [ ] Draft and send a written recap of the offered scope (invoice intake, allocation, Concur processing, and proposed automation) including specific access/training dependencies (bill source locations, permissions) to Charl and Speaker 1; request explicit approval or denial for each scope item - [TBD] - [ ] Send the same recap to the incumbent stakeholder with a 48-hour deadline to grant access/training or to explicitly decline, copying leadership - [TBD] - [ ] Cancel the Gloria/Crimson engagement and notify stakeholders per guidance; include a brief issue summary - [TBD] **@Speaker 1** - [ ] Attach the ELT/email evidence of the $100k budget disclosure to the recap thread to close the loop on the misrepresentation - [TBD] - [ ] Define the minimum access package required to own allocation (systems, folders, contacts) and ask IT/Finance Ops to provision upon approval - [TBD] - [ ] Escalate a formal RACI proposal for invoice lifecycle (Intake, Allocation, Concur Entry, Approval, Automation) to leadership for sign-off - [TBD] **@Charl (or designated Finance lead)** - [ ] Respond to the recap by approving/denying each work component and instruct IT/Finance Ops to provision access accordingly - [TBD] **@Payroll Lead (if separate)** - [ ] Produce a one-pager explaining rationale for recent off-cycle checks (termination timing, pay-on-time policy) and the criteria for off-cycle use; share with leadership to preempt future disputes - [TBD]	Jun 3, 2026	Speaker 1 00:00:05 Yeah. No. We said, hey, invoice comes in, we will assign it and we will do the allocation. Right? But that was an option, right? Speaker 2 00:00:17 Yes. Um. Yeah, and she never came back to us to give us any any of that ability. But yes, that was the conversation. And I think I have it in a transcript. Speaker 3 00:00:34 So, she. Speaker 1 00:00:46 Basically said that we, she appreciates the help but the hardest part, we're not taking on. Speaker 2 00:00:55 What is the hardest part and what what are we excuse me for? Speaker 1 00:00:59 We offered to take it on from invoice allocation assignment. I said, actually, I told you when we got off the phone. Could I texted him right after or I teased him and said," This is a great call. Speaker 3 00:01:13 This is a really good call." So. Speaker 1 00:01:23 This was a really good call and we offered. I said," I offered her direct." Speaker 1 00:01:33 Any progress process that has to do with I T, I mean um finance and potentially an I T automation. I was like this could be a real research for her dissertation paper. And they were like oh great, and they surprised and said well she's still not taking on the hardest part. Wait. Speaker 1 00:02:04 We will take no more meetings with that person. No, yeah. We'll take no more meetings with that person. Speaker 2 00:02:16 I agree because that's ridiculous. We offered, she never came back to us, She never showed us how and I've been not sitting here waiting, but I've been like watching to see if she ever reaches out to say, hey, where is this? Speaker 1 00:02:31 You said I could take it from him because she was like, I don't know if you are going to be able to allocate. Right, that was her concern: was were you going to be able to allocate? And I was like, I think we talked about if you got allocations for the previous ones, how could we do the allocation and automate it? Do an automation. And she just was like, uh, kind of like on the fence. Right. And I said, well, we can continue doing what we're doing and she approved that. Speaker 1 00:03:02 The year I was like the hardest part isn't being taken. I am still managing the hardest part. So, I was like, "I thought she was getting you all gave her options." I said, "I did give her options. Chris gave her options." I said, " We gave her options on the current work that we were talking about and other assignments that we heard that she was doing." Speaker 1 00:03:34 To my own department because it gets so crazy. Then they complained about how many off cycle checks we had last week doing. I mean, to tell you what the week oh, in the last two weeks, We had three resignations in the first week of pay period and four resignations in the second or were a term. Speaker 1 00:04:03 Three resignations and a regular payroll. Why are we doing some of the off cycle checks? I said, I put in the notes why we do them. Do they not want us to do this? Should we not pay people on time? Speaker 2 00:04:29 I am in shock. Speaker 1 00:04:35 Well, what's going on? He said, "I am so sorry. I do want to apologize because I do i recognize that you and Chris are probably very stressed about, he did apologize." He said, " I recognize that you two were probably very stressed about the hundred thousand dollars not going into the budget." I said, "Yeah, we were really stressed because we knew we had shared it." Speaker 1 00:05:05 Dollars. He was like, I know. He said, I know. So Carl, I am ready to put the complaint in. Speaker 2 00:05:18 Yeah. Cause I am sitting here thinking what? Why? Why is this happening? Speaker 1 00:05:27 He he called but here is what I like about this situation.: he called me; he called out the BS. Speaker 1 00:05:37 And he apologized to both of us about that because he said, "he said, 'not only did he, oh, here is the kicker, you know, who saved this, like like not saved this, but put a like a shut the hell up with it." Oh, because not only he had email thread of conversations about the hundred k. And he remembered it in our ELT. Speaker 1 00:06:10 So he was like, uh, no, that was disclosed because remember it was like one twenty one thirty. And went down to the hundred. But he was like no it was shared. Yeah. Speaker 3 00:06:28 You know what? I just this is my call this one. It's me, It's just I'm. Speaker 2 00:06:39 Yeah, but what purpose? Like, what purpose do they have in doing it? What is their endgame? Speaker 1 00:06:49 Some people don't rock with other people. Bruce like I don't know. Some people just cause Luke's telling me on the other side of he's having issues. Some I'll give an example, we change. We putum we put bonuses in well. We put an increase in. Speaker 1 00:07:11 We put those increases in a three percent. We toggled between if that was going to be a bonus, and so initially we put it as bonus, But we said we will decide as we get closer based on some other factors, if we will give it as a one time bonus, or we will give it as a three percent increase. And we decided to give it as a three percent increase, Which means you automatically have to give it because the financials worked out at the end of the year. The year, and we seen it in the beginning of like in March. So, we decided in April, we would give a three percent versus you know, she was like I never when we went to do, basically I put it in for everybody. I put it the three percent in for all staffs. They got the three percent increase in the payroll. And she was like, why is it just so short? Why why isn't it just. Speaker 1 00:08:11 We changed that in April. No, he actually he said when when we closed mid March, I told you that that was changing, that we were no longer going to do it as an office. And she was like, "You never told me that." Well. He was like, "I had to dig up an email." I said, "I don't know can she?" Speaker 1 00:08:48 Not to sharp. Yeah, Speaker 2 00:08:52 No, she needs to go there. Speaker 1 00:08:53 Not to sharp, take her over there to the doggie. Yes. Going over there. Speaker 2 00:08:59 Yeah, cause SCHARP's not gonna if she's not gonna work out with SCHARP. Oh no They they have they they they don't like bullshit bridges. Speaker 1 00:09:12 So I said this. Let us send you a recap of what we offer. I already said, But if you wouldn't mind drafting and just sending a recap of what we do, because and what we still are willing to do, like maybe we missed something, we'll take it. Yeah. Give it to us. Yeah But I didn't get I didn't leave that meeting like we were like nope on anything. I don't think we said no to anything. Yeah, Speaker 2 00:09:50 And trust me, I have approved all invoices that have come through to concur. You are better than me. Speaker 1 00:10:00 From like Monday, so I just don't know what the case is. Speaker 2 00:10:16 Yeah, I I have a. I would if I can say this, I'll email. I'll do the recap and I'll email it over to Charl and you, and say you know we did offer. To take on the heavy lifting, but other than training in Concur. Where the bill comes from so that I can input it into Concur. She hasn't trained me on that part. I don't even know where those bills are to be able to do it myself, and I know how to do things in Concur. Speaker 1 00:10:57 But she said she needed to think about it, right? Like uh," I'll let you know." So but it was offered. Speaker 2 00:11:09 And I found it. Speaker 1 00:11:16 You guys don't have a problem with them at all. Oh, I see. Yeah, she's not even doing it. That was Denny. It said request for Denny. Do you see those? Speaker 2 00:11:31 Yep, because I just. You see those two? I just approved those. But there's two of them. But. Speaker 1 00:11:37 I know, but Denny put those in. Yeah Is it? I don't know Maybe they crack ass smoke. Speaker 1 00:11:48 Clearly you have to be voted off. This is crazy. I. Speaker 2 00:12:01 Can't like. Yeah, I can't believe this.'Cause I don't, I don't understand what her end game or goal is. Is she just not mature enough? Speaker 2 00:12:32 Yeah, they were standoffish to me on Tuesday. Alma and Jessica was standoffish to me on Tuesday. Speaker 1 00:12:41 What? I haven't said anything to them. I have not said a word to them about anything you've said. Speaker 2 00:12:47 No, I know you haven't. But I also, I think part of it is I am thinking might have overheard me being very firm with Kirabell. Speaker 2 00:13:02 Because, he was he was doing things that we had talked to him and told him not to be doing. And oh yeah, Speaker 1 00:13:09 You know what I I had to get on Chase today and I was like, you are very stern. Yeah, I don't think he tell you the same thing. Mhm. And she was like so basically, I want Chase to go into other markets, like uh the in the IHSS, where if you were an IHSS worker and you were applying for jobs, I want to be where you are. Speaker 1 00:13:34 I never resource. And so he was like, "Yeah, but you know, this one I can get some leads, but I don't have time for leads. I need pipeline." Yeah. And he said it on the call and I said, "Okay, let's take it off. " And. So we did a call after and I was like giving him the list. It's like this this that. She was like ooh ooh huh. I don't know what you thought in the interview process because I don't think that belief that makes me look crazy. So, I am very. When it comes to getting work done, and she was just like, "Are you just going to be okay?" I was like, "Uh, if he's not then it's okay. We can help him find something else. " But Chase after I thought he was like, really you tell me the whole thing. Sometimes it's okay. Yeah, you basically I was saying to him. Speaker 1 00:14:33 I am not buying your excuse. Yes, basically, yeah. He hadn't done the research and was like," I don't think this is." I was like," Okay, don't do it then." Chase, you are not going to have to have the pipeline because you don't have that now with what you are doing. You got to make a pivot. Yeah and he was like," Sure okay." Speaker 2 00:14:51 Oh my goodness. Speaker 1 00:14:53 And so she was like," You were really like no nonsense with him." Yeah who has time? I already told him once. And you're gonna make a pivot. I was like, I have like four kids. I'm like, I'm gonna say a nice to you the first time. The second time, I might be like this the deal. The third time, I have to have the conversation. Oh, you better get your life together. Yeah. And so this the second time but she was like, I can't we had like, so it was bothering me. Oh, we had like a private conversation and right after, and she said. Speaker 1 00:15:38 This is what Chase was trying to say to him, to me. I mean, to him. She was like," I think this is she stood quiet the. Speaker 2 00:15:48 Whole time." I am is she the last one? Yeah, because i I kind of thought that the first couple days I met her, but that was only there was a gut feeling there but, It wasn't like she was super nice, but just something I think I mentioned to you. But then I kind of backtracked a little bit in my mind on like giving you my gut feeling. I wanted to wait and see if I was right. Speaker 1 00:16:19 You can always give me your because I value your insight. And if you are like," Look, this is how it," my dad told me this about dating. He was like," You date around family so they can see the crazy." Speaker 1 00:16:38 I see professional like I really trust your judgment. So if you tell me like I see a little crazy, I may not agree with your "crazy" right then, but you know, am a patterns person, right? Yeah. So i am I am looking and is Chris crazy? Chris is crazy or it's pretty crazy. And then I'll come back to be like you are bananas. That's not okay. Right? Um but yeah at the end of the day, am definitely open. I think for me um. Speaker 1 00:17:07 He has like most of his hand, like to me, and I am doing this. There is just like one person who's like struggling because they're pushy, but they're trying to be nice. Yeah, and I am like no, we're not doing that. And then they're going to everybody with she told me no. So he's like I know it, like people that can't be transparent struggle with you know the. Speaker 1 00:17:41 And I and if she would have been like," Hey, son, you're you know we may not want to pull up with him. He's a and and I've told I had him tell Jerry pull up on him without the other stuff. Pull up on him because of this, you know like let let him be." Um but there's times when like do you don't have nothing going on? Do did did you talk together? Yeah. Yeah. Speaker 2 00:18:05 Um I am so sorry. Let me i i gotta jump back You gotta jump back, Yeah, cause this is the two hour meeting, so I jumped out. Go ahead. But I will get you. Speaker 1 00:18:14 A little bit of the crazy. And if you can give us give us a recap. Speaker 2 00:18:17 Yeah, you will have a recap in the next hour or two. Um, and then will I see you tomorrow? Speaker 1 00:18:25 Um, I don't think so. See they they he is only on oxygen, no flow, no IVs, but I doubt go home tonight again. Speaker 2 00:18:35 Do you mind if I work from home tomorrow, so I can? That way I can go. Okay, good. Yes, I am going to see if I am going to talk to Greg about you got to cancel Gloria. Speaker 1 00:18:44 You got to cancel Gloria. Speaker 2 00:18:45 Okay, good. Yeah, we had an issue with her within Crimson this week. Speaker 1 00:18:50 Oh, that's what he told me. Go ahead and cancel her then. Okay, I will say we're not neither one of us. We have things going on, not gonna do their. Yeah, give this little cookies on the other side. Yeah, okay. I'll do that. Thanks, thanks, okay.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=6147f992-e5d5-4e85-8603-bfd2a939efbb&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDUzMzAxNiJ9.CgoKBHNuaWQSAjY0EgsImqqWm8P0oD8QBRoOMTAwLjI2LjE0OS4xNDkqLElDM3AvZTg3WkhPMW9QY1JVdGJvdmJXYlVaVGV6cWNHVFVTR0pNa1J0NHc9MJoBOAFCEKIaH_ntMAAQy7_11QN2rw5KEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.qyIb26dFYV51l1bjHm3yOMIZ-4ler3P9CfaIFibYneM&ApiVersion=2.0	—▾	Draft written recap of offered invoice scope with access dependenciesEscalate formal RACI proposal for invoice lifecycle to leadershipCancel Gloria/Crimson engagement and notify stakeholders+1	·	—▾	—	—	—	—	—	✓
05-20 Meeting: Leadership Change, IT Migration, and AI Initiative	> Date: 2026-05-20 > Location: [Insert Location] > Participants: [Christi] [Sergio] [Speaker 3] [Speaker 4] [Pete] [Speaker 6] [Anzor] [Speaker 8] [Anton] [April] [Mike] [Speaker 12] [Seg] [Speaker 14] ### Meeting Notes #### **Opening & Core Values** - The meeting began at 10:00 a.m. on May 20, 2026 (Week 21). - After-hours support: Bogdan (primary) and Gabby (backup). - Core value spotlight: "Always Friendly," with recognition of the team’s collaborative spirit. - Quote of the day (Henry Beecher): "Greatness lies in not being strong, but in the right use of that strength." #### **Help Desk & Operations Updates** - **Help Desk:** - Finalizing the IT Glue-to-Hudo migration. - Many technicians are on PTO this week and next; please be patient. - **Operations:** - Overtime approved this week due to the Philippines team outing and a holiday. - IT Glue license expires June 1; the Hudo migration deadline is firm. - Pete acknowledged a heavy project load, similar to earlier concurrent onboardings. #### **New Hire Introductions** - Two new hires joined: - **Mari Carr:** Finance team; 16+ years in accounting and finance with US, UK, and Australian clients. - **Paula:** Project management; nearly 11 years of experience, including ~9 years as a project manager. #### **Departmental Updates** - **Cybersecurity:** - Reminder to connect to VPN when working in client environments. - Review LastPass notifications; remove unused passwords and rotate any at risk. - **Finance:** - Transition underway with Mari Carr joining; Jane departing by June. - **Admin:** - Computer count in progress. - Do not attach agreements for T&M (Time and Materials) projects; they are billed separately. - **Account Management:** - Mike urged sensitivity to clients facing economic challenges. - Shout-out to the JAMs team for a productive escalation meeting leading to new opportunities for Crimson. - **Project Management Call-outs:** - **Collier's EYP:** Ongoing phone system issue despite rerouting; plan to follow up with Fusion Connect to check QoS policies. - **Anderson:** New firewall scheduled for installation within two weeks. - General reminder: Always configure the endpoint in project/service tickets for future reference. #### **Major Company Announcement: Leadership Change** - Anzor announced Pete as the new CEO of Crimson IT. - Anzor’s focus will shift to new business development (reporting to Pete), corporate culture, strategic customer relationships, and leading the transition to an AI-first company. - Pete affirmed the core vision and values remain, with continued emphasis on customer experience and operational excellence. #### **AI Initiatives and Competition** - An AI competition starts in June to encourage efficiency through AI. - The competition includes financial incentives and will run in phases (one month, then three months). - Anzor encouraged using Claude and its online training. - Christi will not participate to ensure fairness but is available to help with ideas. #### **AI Training & Best Practices** - Christi’s AI tips: - Always fact-check AI outputs due to potential hallucinations. - AI often defaults to lists; use custom prompts to request prose or paragraph formatting. - The Crimson help desk chat in Teams/Slack can answer simple Microsoft 365 and Adobe questions; this can be shared with clients. #### **Anzor's Personal Apology and Business Development** - Anzor publicly apologized to Olivia for an inappropriate comment during a Jams escalation call. - He encouraged pushback against such behavior regardless of hierarchy. - Business development: Efforts underway to impress Maverick and Foothill Family, two potentially large new clients. #### **Duck Race & Closing** - Jason’s duck won the race. 🦆 - Jason praised the security team for excellent work with the Weingart account. - The meeting adjourned at 10:30 a.m. ### Next Arrangements - [ ] Help Desk: Complete the IT Glue-to-Hudo migration before the June 1 license expiration. - [ ] Operations: Staff seeking overtime should contact Olivia for approval. - [ ] Gabby: Follow up with Fusion Connect on QoS policies for Collier's EYP phone system; prepare contingency steps if QoS adjustments do not resolve the issue. - [ ] Segrid: Install the new firewall for Anderson within 1–2 weeks; confirm endpoint configuration in related tickets. - [ ] Anzor: Launch the AI competition in June; share rules, phases, and incentive details. - [ ] Maggie: Prepare the "two truths and a lie" activity for next week. - [ ] Leadership: Outline a formal process for addressing inappropriate conduct, including reporting, accountability, and training. ### AI Suggestions > **AI Suggestions** > AI identified issues lacking clear resolution or action: > 1. While Anzor apologized to Olivia for a "highly inappropriate" comment with "enormous impact," a formal process to prevent and address such incidents was not defined. Establish clear reporting, accountability, and training steps. > 2. Collier's EYP phone system remains unresolved. Next is contacting Fusion Connect to review QoS; if ineffective, plan further escalation, alternative carriers, or additional network diagnostics.	May 20, 2026	Speaker 1 00:00:26 Good morning, you beautiful people. Speaker 2 00:00:30 Good morning. Good morning. Good morning. Good morning. Speaker 2 00:01:44 Morning. Morning. Good morning. Speaker 3 00:01:52 Morning, everybody. It's now 10:00 a. m. so we're going to go ahead and get started. Today is May 20 th, 2026. It's week number 21. The primary for after hours support is Bogdan, the backup is Gabby. Today the core value I'd like to highlight is always friendly, Um, I want to highlight the entire team. Everybody's usually pretty friendly with each other and assisting each other if they have any questions and stuff like that. Um, next we'll go to the quote of the day. Uh, Greatness lies in not being strong, but in the right use of that strength by Henry Beecher. Um, we'll move on to team updates. Uh, we'll go to help desk with Olivia. Speaker 4 00:02:36 Good morning guys happy Wednesday, Um, on the help desk side, um, just business as usual. We're closing up the IT glue to Hudo migration. Um, And then on our side, we have a lot ofum help desk techs in and outum on PTO this week and next. So just an FYI. Um, uh be patient with us please. And that is all I have on my side. Thanks Ryan. Speaker 3 00:03:05 Thank you Olivia Let's move to operations. Speaker 5 00:03:09 Good morning. A few items, so to tag on to what Olivia just said, we are going to approve overtime this week. So, um, In the Philippines, they are having their outing. Uh. That's starting sort of Thursday Friday this week for so for a few people to be out, then they'll be out over the weekend. And Monday is a holiday for everyone. Um, and then a few people will probably also be out on Tuesday. Um, so we're going to be pretty short staffed on the help desk. So, we're going to approve overtime for people if you are willing to or can work some overtime to help with tickets, please talk to Olivia. Um, she will likely approve the overtime, but we need to get some ticket work done. And if you have the ability and want to help with some ticket work. Speaker 5 00:04:03 Um, please talk to her. Uh, we would love to get some of these tickets down. Um and I have told her we will approve some overtime to get some to get some help in that area. So please talk to her on that. The hoodoo project is coming due by the end of this month. That gives us less than two weeks. Our license for it. Glue will expire on June 1s t. So that is a hard deadline just as a reminder to everybody. So. For everybody working on that project, please make sure that we get that taken care of. Um, and in general, um I know that our project load has been heavy uh lately. It's sort of like when we had the multiple on boardings happening earlier this year. We had a lot of concurrent on boardings and a lot of work for the team on that. We don't have onboardings now, but we have uh quite a few big projects that are hitting us uh at the same time. So we have to sort of balance those. So. Speaker 5 00:05:00 Um, All the help we can get from folks to to keep us uh level headed and and keep us on track is is appreciated. Um, and lastly, uh we have a couple of new hires this week uh that that started. We have Mari Carr who started in our finance team, and we have Paula who started in our project management group. So Mari Carr um I'd love to have you introduce yourself and just tell the team a little bit about yourself. Speaker 6 00:05:32 Yeah. Hi. Good morning. I'm Maricar. Um, um, I have been working over 16 years with accounting and finance. Um, I have experience in working with US and UK and Australian clients. Um, fun fact about me, I'm a worship leader also aside from being an finance personnel, but outside of that, um I'm actually an introvert who enjoys coffee movies and family trips. I am excited to start this new journey with you, uh guys, and hope to work with you all with youum in the future. Thank you so much. Speaker 7 00:06:11 Awesome welcome aboard. Speaker 5 00:06:13 Yes, we're happy to have you here. Thank you. And Paula. Would you like to introduce yourself and tell us a little bit about yourself, Speaker 8 00:06:20 Please Hello everyone Paula here. So for my as for myself, I have almost oh, no. Yeah, Almost eleven years of overall professional experience as a so yep, uh, almost nine years ofum I I T I mean project manager experience, handling Telcom fintech and MSP projects primarily working with global clients. So yeah, that's pretty much it looking forward to working with everyone. Speaker 7 00:06:50 Awesome, tell us something personal, what you like the hobbies anything exciting about you Uh. Speaker 8 00:06:58 I'm just like the others, more more likelyum on uh being like a homebody nowadays. So yeah, But I'm into traveling uh and then justum trying out the new cafes and restaurants around the area. Awesome. Speaker 5 00:07:19 All right. Well, welcome Connor. We're happy to have you here as well. So that is all I have Ryan. Thanks so much, Pete. Hundred mile an hour thing. Let's go. Speaker 3 00:07:30 All right. Speaker 9 00:07:31 Next we'll move to cybersecurity with Anton. Morning everyone, Reminders from cybersecurity Helpdesk team working with the client environment, don't forget to connect to the VPN Next part. We did receive a multiple notifications from the LastPass. Guys, please take a look onto your into your account. If you're not using any password, just remove them from your LastPass. If you have a notification that probably the password is at risk, rotate it. And the last one, help desk team if you are assigned to remediate any vulnerabilities for our. Speaker 9 00:08:22 Exact steps need to attend. Just let me know. We we are here to help you. We are team. We should be on the same board and to achieve higher level of the security for all our clients. Thank you, Speaker 3 00:08:37 Thank you, Anton. Next we'll move to finance with Eliza. Uh good morning, everyone happy. Wednesday no major update from finance. Uh we're on the transition period with Mark are moving in and. Um, Jane, uh, moving out by by June. So that's that's from our end. Thank you so much. Thank you so much. Next one to admin with April. Speaker 10 00:09:01 Hi good morning everybody. Soum nothing major to highlight, but we're still in the middle of computer count. And also just a friendly reminder to everybody that for projects that are TNN, please do not attach the agreement. So they will. They will be billed separately. Thank you. That's all. Speaker 3 00:09:18 Thank you, April. Next one, we move to account management with Mike. Speaker 11 00:09:22 Thank you, Ryan. First off, I just want to say welcome aboard Mark Harden Paula. Glad to have you as part of the Crimson team. Just two updates. Number one, Just want to remind everybody right now the current economy. We all know. It's really, really rough. A lot of our clients happen to be small business. So just be mindful if they're not when business is good, everyone's happy, but when business is tough right. It could be a little bit tight, so just be sensitive and understanding to our clients. Some of our clients are being impacted pretty severely with what's going on. Secondly, I want to give a shout out to the JAMs team. We did have some escalations last week. Pete and I joined a escalations meeting on Monday with JAMs, And it was probably one of the most productive escalation meetings I've ever been a part of. It was. Speaker 11 00:10:15 Me and Pete thought we were going to get blasted, to be honest with you. But it actually was the complete opposite. And Jams is now starting to look to provide Crimson with more opportunity. We're doing this training every month now. We just had our first kickoff meeting. So I think it's a good look for Crimson, and I just wanted to give kudos to the Jams team. That's all for account management, thank you. Speaker 3 00:10:40 Excellent, thank you. Next we'll move on to new business development with Andre. Speaker 7 00:10:43 Awesome. So I have a couple of uh um announcements to make, right? Um, I think I am going to start. I was going to build it up and start with the least important to most important, but actually I want to start with the most important. So um, I wanted to announce that Pete, our fearless leader is uh becoming CEO of Crimson IT. Okay? So what does that mean? That means I think for many of you, You are going to stop dealing with my madness and craziness and me stepping in and saying, "Get it done right now." Okay. So, you guys all know or most of you know, right? My first real job I worked for Pete. He's always been my great friend and mentor. And we carried the friendship through life. And just. Speaker 7 00:11:38 Could not be more blessed or happier to have Pete as a part of Crimson. And few people around me, my closest friends and business owners, when they've heard that Pete is becoming CEO, they were like, "Well, why would you do that?" Right? Because I am not planning to retire. Right? I am going to stay engaged. And my answer was all the same. Pete is a far superior leader, right? Like this is the person I am continuously learning from. He is still my mentor. So, it makes no sense for me to be in a leading role when there is someone who's so much better. So Pete is going to lead this company moving forward. My role, I am going to be very active, right? I am not going anywhere. Speaker 7 00:12:31 Uh, obviously as a founder of the company, I'm going to have a a very powerful voice. Um, and we're going to work as partners with Pete, But ultimately, I'm going to be reporting to Pete in my capacity of new business development manager. Right. So, my job is to bring new uh new logo, uh clients MRR um and uh in that capacity I'm going to be reporting to Pete. I will also concentrate continue to build corporate culture. I think what we have here is truly phenomenal and special, and I want to make sure it stays this way. And I truly feel Pete will actually take it to even next level. And I will maintain the key relationship with strategic customers, right? So anyone who is very big and impactful. Speaker 7 00:13:27 Uh, obviously I'm going to stay engaged with that um uh executive staff. And finally, I'm going to start to move more and more into AI, and uh, will continue to work with Pete into transforming us into AI first company. Uh we're going to move from being managed IT company to managed AI company. That is the future, right? So um so that's really the, Big gest announcement I wanted to make uh I wanted to thank Pete personally for being as awesome as he is. Um and uh, Pete. Uh why don't you take uh over and uhum and just say your thing? Speaker 5 00:14:12 Well, you you kind of built me up a little bit little I mean way more than I expected. But thank you, Anzor I mean one, the obviously, the biggest reason I came to Crimson was because of Anzor, but. You know, Not much is really going to change when it comes to the core vision and values. I came here because of Onsor, of course, but the vision and core values will remain. You know, Those are things that Crimson was built on. And those are things that we continue to do. So my focus is going to keep being the you know, the customer experience. The. Speaker 5 00:14:43 The operational focus, the operational excellence, you know, growing the company and sharing that with the people that are making it grow. You know, the company is built on everybody that's on this call. Right? So and the leadership team is going to continue to be what it is now. Right? I mean Anzor as the owner and remaining principal and all that, We're going to keep doing what we're doing and we're going to keep making it. Making it successful and making it grow. So, I am dependent on everybody that's on this call and the new people that are going to come in as we grow the company. So, I depend on each and every one of you. I am honored to be part of this organization. I am happy to be part of this organization, and I am blessed to be part of this organization. So, thank you Anzor, thank you to everybody on this team and uh, and I appreciate being here so, I'm excited and. Speaker 5 00:15:40 Let's go. Speaker 7 00:15:42 Awesome. Awesome. Thank you, thank you, Peter. Truly amazing, truly a mentor, truly a lifelong friend and I'm just so excited. Moving on to next topic in line with my desire to do to be an AI first company. You guys seen the statement about AI competition right? So I wanted to touch on this one more time, Effectively, right, starting on June, we're going to kick off this competition. If you interested, Right? It's not being forced upon anyone, but figure out how you can use AI to be more efficient. Right either optimize a process, you're responsible for how it makes your life more efficient. Right what could it do for the company to make us overall more efficient? Anything counts. Right I strongly recommend. Speaker 7 00:16:37 You guys switch to Claude because I think that's the future, right? You don't have to, but I strongly recommend. I think it has more tools in enterprise than any other models. Take Claude online training; it will help you dramatically. And ultimately, the goal of the competition is to have financial incentives. For you guys to play around, and like I've said in my message, right? The expectations you'll take time out of your work time, right? Talk to your manager. Take a, you know, like literally I am thinking, if you are going to take half an hour a day, right? Um to spend on that, you are going to make a world of difference for yourself and the company. So. Speaker 7 00:17:25 So that's the competition, and we're going to do one month, then we're going to do three months, and we're going to do three more months. And, the price will grow because I feel whoever is going to get engaged will have opportunity to build something bigger, nicer, and will also will understand how to use AI deeper. So the impact will be greater, right? Thus the reward will be higher. So with that I think some of you, as you start to play, you will discover you might want to do Claude code. If you're going to go in that route, talk to me. Right? If you're going to utilize co-work or ChatGPT items, right? Or Copilot, whatever you want to use. God bless. But keep me engaged if you have any requests or need to do something. So that was the second big announcement. The final announcement I wanted to make. Speaker 7 00:18:23 Is the incident I just went over with Olivia, right? So we received some calls on some escalations with jams. And on the call with Olivia, I was like, "Olivia, get this resolved. If you can't get this resolved, you can't run Crimson IT Help Desk," right? I said something not thinking much about the impact, right? But apparently I have a tendency to say shit like that. That's highly offensive, highly inappropriate and has enormous impact on people, right? A special comment from me where I'm usually all lovey dovey. And here I say something like off the left field, and it's so inappropriate. And I've told Olivia, Anytime I do that push back and say, dude, this is exactly what you're not allowed to say. Speaker 7 00:19:18 Right, so look, even though I am a founder and the owner of the company, I am just another human. We all deserve respect that we all deserve. So don't think just because I'm the manager, right? And you are not, you can go back and say that's inappropriate, right? It's expected that you guys will put me back in my place if I ever allow myself to make that kind of a statement. So I profusely apologize to Olivia, right? I also told her that she really needs to push back. I expect all of you to push back. And I say that, right? I do have this tendency. I will try to be better, right? Um and I know along the way, I must have said some bad things to some other people, and I apologize for that as well. Uh but please, you see me saying something like that, you push back and push back hard, right? There is. Speaker 7 00:20:12 Clearly, something I need to hear to become better. And finally, on new business development, I don't have anything exciting other than we're really working hard to impress Maverick. And if we impress him, We might end up taking that company over ;. It's going to be a huge deal. And same with the Foothill family—we really need to deliver on the assessment. And impress executive staff, and we just might have a chance at Foothill Family being our client. Another three hundred user company like next level, right? And then I have some kind of a little things cooking. But I think this is our way to grow, right? We want to get bigger, stronger, bolder customers with a much bigger MRR. And I think we have a really good shot at two of them now. So those are my updates. Speaker 3 00:21:09 Awesome, thank you, Alonzo. Our next one we'll move to project and change management call outs. If anybody has any, please raise your hand. Okay, let's go ahead and go to who was first? Gabby? Speaker 12 00:21:26 Thank you, Ryan. Uh just a quick update on Collier's EYP. The phone system, uh Friday on Friday, Kevin and I went toum. Basically, Reroute the connection away from the access switch over to the all the way to the MPO via this core switch and firewall. Unfortunately, there was another call on Monday, so that seemed to not have fixed it. I did update the documentation on HUDU on the steps to follow in the event, help desk gets another call from them. Speaker 12 00:22:04 But right now, I'm trying to reach out to Fusion Connect to see if we can set the same QoS policies that they have set on the Atran. At this point, We believe that's what could be causing the phones to go down and not so much. What device it's connected to. All right, that is all from my end. Thank you very much. Thank you so much, Gabby. Segred? Speaker 13 00:22:34 Morning, everybody. So we have a new firewall for Anderson. So we might install that next week or in the next two weeks. And also, Just a reminder to everyone whenever you're working on a project ticket or a service ticket, Please always configure the endpoint in that ticket. So that in the future, we'll know that this ticket. Uh we work with that endpoint endpoint in this ticket. It's much better. For futureum checking or anything. Thank you. Speaker 3 00:23:09 Thanks, SEC. Next we'll move to training updates with Christine. Speaker 1 00:23:12 Good morning, guys. Um I am not going to share my screen because I'm running a few things and I've kind of locked up my system while doing it, But I do want to take a moment to talk about AI. Uh Onsor is doing some great things in AI. And by the way, uh, he did not mention this part of the competition I. Do not have any standing in the first two phases of the competition. I will not be competing with you guys. One, I don't think it would be fair, but if you guys want some help or to bounce ideas off of, come see me. Anzar, I am going to politely bow out of phase three as well. So Your call baby. Speaker 7 00:23:50 I, just like kind of I didn't want to be offensive and not let you have the opportunity. Initially, I was actually thinking you just at the next level, and it would not be fair. Um, but but I also didn't want to be offensive. So no, Speaker 1 00:24:03 You're not. Speaker 7 00:24:03 You're all if you want to stay or not. But uh yeah, I I do think it's uh it would not be fair. It's like putting a, you know, a SWAT team member versus a child right? And everyone else will need time like you were light years ahead of everyone. Speaker 1 00:24:19 So So I will Anzar has some special things for me to do for the competition, But I will always be a listening ear and a neutral party if you need to bounce an idea off. Um, but I want to go over quickly today because I don't have my screen, But I do still want to do AI training with you guys five minutes every week, just to get you guys to the next level. Two things I want to bring up. Um, first it's going to be Claude. Uh, I put into the mapping team the other day, some prompts that you can use and set in your customizable little instructions. And I want to point out. Speaker 1 00:24:51 Um, our clients are starting to notice that we use AI more and more. But I want you guys to pay careful attention as you're using AI and double check facts. Now, the reason I say this is that I did also make a mistake. I've seen some mistakes on other people's side, But I want to call out a mistake I made because it's it's very relevant. Um, with Coatsin, I have been working with Kamiad very closely. However, Kamiad Um, I have two Kamyabs in my system because I have a friend named Kamyab. So, I have a Kamyab whose last name starts with a T, and he and I are good friends. And I talk to him quite often on my phone by a text message because he asked me a lot of questions about AI, too. And I was building out a report for our Kamyab at Kotzen and i or with Kotzen. And i i made a mistake in my report. I put the wrong last name down. Speaker 1 00:25:46 And I didn't it didn't register with me because, It's just one of those things that, as you are talking to someone, if you know two onzors or two pets, sometimes you are going to get their last names, mixed up. I didn't double check it. It didn't trigger with me, So I had AI help me do the first draft of a report, and it did beautiful, and then I went and edited it and updated it from there because my draft two and draft three I hand touch. I never changed his last name. And I sent him the report. So be very careful with that. It's a it was a simple human mistake. I'm not perfect, AI is definitely not perfect. So when you're doing AI items and you're having AI help you out, Just remember, it's not going to be perfect and it's only as good as the data you give me. And even then it will still hallucinate. Um so want you guys to be mindful of that double check things. I did apologize to Kamia, explained the situation he was good with it. Speaker 1 00:26:45 Um, but be aware of that. Number two, There is a tendency of AI to when it's writing documents to put things in list format. You guys have seen it. It kind of gets a little annoying. I gave you guys a prompt in the napping team the other day. I'll put it out in the general for everybody um as well, so that you guys can refer back to it, customize your Claude and your copilot and your chat GPT and tell it to use prose. Tell it to use paragraph type formatting rather than the bullet points. And, that's going to help alleviate some of the things where people are automatically seeing those list formats. And assuming that you're using AI and then concerned that there are going to be issues and things that need to be edited. And I've seen that more and more as our clients are jumping into that knowledge. So be aware of that, make sure that you're utilizing it. Speaker 1 00:27:42 Now, next week, What we're going to go over is we're going to go over some items. Uh, how you can make cloud a little bit better. And we're going to go over some things in cowork. And the prompts that I gave you guys this week that you can use, Put them into cloud and go ahead and start using them that way because that's going to help next week when we do things uh within cowork. So I want you guys to be aware of it. Number two, We are starting to let clients know in different training programs that if they go to. The Crimson help desk in Teams or in Slack, or however, they access the Crimson chat. We set up a long time ago for the chat to be able to answer simple questions within Microsoft 365 and Adobe. I think we set that up a year or two ago. So they can actually have a chat with our system and ask questions. Now, when they do and they get their answer, the system's going to automatically close that ticket, but. Speaker 1 00:28:41 What I showed yesterday to Ability First is they were having some issues with some formulas. And I said, well, If you don't know because they don't want to use some of their people, don't want to use AI. I explained go to Crimson's chat type in your question. Type in, I want to create or I want to create a formula that can average. You know, these cells and I showed them how to do it, and they were astonished. They were so amazed by that um I went back and looked at the statistics. Add that yesterday as well. And, we have a lot of clients that are already using the chat to ask Microsoft questions. 125 in the last report, and that's pretty significant. So whenever clients are asking questions like that, You can feel free to point them in the direction of our chatbot through Thread. It will answer their questions for them and give them actually good answers every time. I've tested it, the questions have been pretty solid and I've tested on some more advanced stuff. Speaker 1 00:29:38 So be aware that that's out there. The system will automatically close the ticket once they confirm that it helped the client, and you guys won't ever see a ticket. So just a heads up. All right? Speaker 3 00:29:53 Awesome, thank you, Christy. Next we'll move to Duck Race with Christian. Speaker 2 00:30:06 Let me know. You see my screen. All good? Yep. Alright, let's start. Speaker 3 00:30:42 Awesome, great job, Jason's little duck. Let's go ahead and hear the five core values. Speaker 14 00:30:48 All right, can everybody hear me okay? Yeah. Speaker 14 00:30:52 All right, commit and deliver. Always be friendly, do the right thing. Integrity over profit and take extreme ownership in everything that we do. And what I want to highlight is our security team. I you know am the VCIO for Weingart, And, uh, the security team has been connected pretty close with me on some things over there. And uh they they do great job, including Segrid, uh inform executives of the security vulnerabilities, the issues that we're having on site. And uh, they've spent a lot of time connecting me, make sure that I'm aware of what's going on. So that I can inform the executives. So I just wanted to call out our security team and Anton. Speaker 14 00:31:40 Uh, you guys are doing a great job. Keep it up. Speaker 3 00:31:43 Awesome, thank you, Jason and congratulations. Um, so it is ten thirty. So we will go ahead and close out our meeting. Does anybody have anything else? Go ahead and raise your hand. Speaker 5 00:31:54 So I, guess the two truths and a lie for that was for this week should go to next week. Who was going to do that? Speaker 3 00:31:60 It was supposed to be Maggie, but she's on PTO today. So it wasn't going to be Marvin, but Marvin gets the pass, so it'll be Maggie next week. Okay? Very good. Thank you everybody and have a wonderful rest of your day. Thank you everyone. Thanks for coming on. Bye guys.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=7e1c840c-16cc-4d66-9b4f-d1c7ce1fa05e&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3OTMwMTk5NCJ9.CgoKBHNuaWQSAjY0EgsI_oGL9Pynmz8QBRoOMzQuMjA0LjE2OC4xODIqLGlTa0NSL0tPM3EyZm54YWVqaWp0QnlHSUxJY09YcnlHQ0tKWXljREt6d2c9MJoBOAFCEKIViftWsAAQwobVB_o0iHxKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.S2KgGIH8mntHMErziZBNOzeJB8V-aaUjVmmDFhZ08KU&ApiVersion=2.0	—▾	Impress Maverick and Foothill Family as potential large new clients during ongoing business development effortsLaunch AI competition in June with rules, phases, and incentive details communicated to the teamStaff seeking overtime should contact Olivia for approval+4	✓	—▾	—	—	—	—	—	✓
07-08 Lecture: Microsoft 365 Copilot Training with Workflow Automation and Best Practices	> Date Time: 2026-07-08 13:59:19 > Location: [Insert Location] > Instructor: Christi ## Summary This two-hour Microsoft Teams training, recorded on 2026-07-08, covers practical Microsoft 365 Copilot usage across Outlook, Word, Excel, PowerPoint, OneNote, and Teams, along with workflow automation via Power Automate. Christi shares downloadable handouts and cheat sheets (DOC/PDF) via a chat link that expires after one month due to external sharing settings, and notes she will provide both the live meeting recording and a separate non-meeting version for clearer video. The session blends PowerPoint content with live demos and emphasizes meeting norms: recording and transcription enabled, chat/raise hand/reactions for questions, and use of an AI meeting assistant (“Franny the Facilitator”) for notes and integration with Copilot. Christi flags a current Microsoft display issue affecting some users and invites participants to interrupt with questions, acknowledging her fast pace. She briefly explains a late start due to delivering a forensic analysis to a client’s HR and mentions a recent health-related reschedule; she may mute occasionally to manage a cough. Christi frames Copilot as an assistant, not autopilot, advocating a 70/30 drafting approach: Copilot produces an initial draft while the user applies expertise to finalize. She underscores fallibility (confident errors, bias) and the need to “always read before you send.” Security guidance distinguishes Microsoft 365 Copilot’s enterprise-protected context (“what is yours stays yours”) from public AI tools. Copilot access points include inside-app buttons (Word, Outlook, Excel) that act on current context and Copilot Chat (web/desktop/Teams) that searches across organizational email, files, chats, and meetings. Live demos show Outlook features: Prioritize indicators, Summarize, and Reply drafting with prompt presets (e.g., short friendly response), signature handling, and in-app Chat for composing introductions that pull company context. In Word, she reviews an acceptable use policy for HIPAA requirements, validates suggestions against up-to-date sources, corrects typos, and leverages Copilot to template policy updates and revision histories. She demonstrates “vibe writing” to draft client-facing training plans, then edits based on licensing and client specifics. In Excel, she stresses structuring data as tables (Control+T) to improve reliability, runs financial/budget analyses with clarifying questions, and uses Copilot for formulas and analytics pages. She highlights concatenate-heavy workflows for scripting/reporting from CSV exports. Excel outputs are described as fairly reliable when data is clean and in tables; Word and Outlook drafts demand more spot-checking, especially when web content is involved. The session extends to OneNote, PowerPoint, Teams, and automation. In OneNote, Christi summarizes full call transcripts with Copilot into attendees, summaries, decisions, and action items, then turns these into client-facing emails in Outlook by removing OneNote links and adjusting tone. With Power Automate (free-eligible features), she demonstrates flows that capture meeting recordings/transcripts, generate Copilot summaries, and file them into OneNote; automations to save Outlook attachments to OneDrive; approval workflows (e.g., purchases); cross-calendar synchronization to block time on client calendars; and integrations with Asana, DocuSign, Adobe Acrobat Sign, and more. Copilot inside Power Automate assists in building flows with natural language and crafting expressions. For PowerPoint, Copilot builds decks from Word or Excel sources, pulling in branded themes, stock images, and charts, and can generate presenter notes. Best practices include doing analysis first in Excel so Copilot can import accurate visuals and applying official branding via templates. Christi notes quality improvements over the past year but recommends verification for complex transforms and web-pulled content. In Teams, she demonstrates meeting notes and recaps (including quick “last five minutes” catch-ups), playful recap styles for team culture, and scheduled prompts (e.g., weekly stress survey reminders). She also reviews model availability in Copilot Chat (Auto, Claude, OpenAI), enterprise data protection indicators (shield icon), known outages (e.g., ChatGPT temporarily missing), and encourages consistent custom instructions across Copilot, Claude, and OpenAI to match communication style and reduce editing. ## Knowledge Points ### 1. Session Logistics and Materials - Handouts/cheat sheets provided in DOC/PDF via a link that expires after one month; download promptly for departmental distribution. - Two-hour format: PowerPoint plus live Copilot demos; replay provided, plus a clearer non-meeting recording. - Meeting norms: recording and transcription on; chat, reactions, and raise hand encouraged; “Franny the Facilitator” assists with notes and demos. - Known Microsoft display issue may affect some users; Christi will demonstrate symptoms and workarounds. ### 2. Copilot Fundamentals and Security - 70/30 rule: Copilot drafts; user finalizes. Expect variability and occasional delays on short drafts. - Fallibility and bias require user judgment and verification; do not trust blindly. - Enterprise security: Microsoft 365 Copilot keeps data within organizational boundaries; contrasts with public AI tools that may expose data if not configured for privacy. ### 3. Access Points and Navigation - Inside-app Copilot operates on the open item (Outlook, Word, Excel); Copilot Chat works across organizational content via web/desktop/Teams. - Outlook: Prioritize (icons for read/unread and priority), Summarize threads, Reply drafting presets, and Chat entry point. - Word: Copilot panel for drafting, editing, and compliance checks. - Teams: Copilot Chat app, meeting notes/recaps, facilitator features requiring a Copilot license. ### 4. Outlook, Word, and Excel Workflows - Outlook: Summarize and draft replies, refine tone/signatures; use Chat for introduction emails leveraging internal context. - Word: Policy review (e.g., HIPAA 2026–2027), correct typos, flag pending regulatory updates, template revisions; “vibe writing” for training plans refined for client licensing and context. - Excel: Convert ranges to tables (Control+T with headers); analyze 2026 financials vs. budget; request formulas and analysis pages; concatenate for scripting/reporting; reliability strongest with clean, tabular data. ### 5. OneNote, Power Automate, and Automation - OneNote: Generate structured meeting notes from transcripts; convert notes to client emails via Outlook, removing inaccessible links. - Power Automate: - Save incoming email attachments to OneDrive; create approvals (e.g., office supplies); integrate with Asana, monday.com, DocuSign, Adobe Acrobat Sign; schedule recurring flows. - Cross-calendar sync to show busy status across client calendars without exposing details. - Copilot in Power Automate builds flows from natural language and assists with expressions. - Meeting transcription/recording capture flow that summarizes with Copilot and files to OneNote. ### 6. PowerPoint and Teams - PowerPoint: Create decks from Word/Excel in 5–15 minutes; specify audience/style; apply branded themes; generate presenter notes; verify complex data transforms. - Teams: Use recaps to recover context (e.g., last five minutes), playful recap styles for culture and announcements, and scheduled prompts for recurring reminders. ### 7. Personalization, Agents, and Data Protection - Custom instructions: consistent tone and style across Copilot, Claude, OpenAI; avoid filler phrases; favor clear recommendations and actionable examples. - Agents: Use Adobe Acrobat and Lucidchart where protected; prefer “work” context with optional web searches. - Enterprise data protection: shield icon indicates protected context; model availability may vary; have fallbacks for outages. ## Assignments - Download handouts and cheat sheets within one month; distribute to relevant departments. - Try three Copilot prompts today: prioritize/summarize an email thread in Outlook; draft a short friendly reply; generate an introduction email via Copilot Chat. - In Word, review a policy for compliance (e.g., HIPAA 2026–2027); verify against authoritative sources; update revision history. - In Excel, convert a dataset to a table and ask Copilot to analyze 2026 financials vs. budget; request needed formulas or an analysis page; implement a 60–180 second spot-check (e.g., filter and sum vendor entries vs. vendor list totals). - Use Copilot to build a concatenate-based scripting/reporting workflow from a CSV (e.g., current employees and 2026 hires). - Set up Copilot Chat access across office.com/desktop/Teams; practice a grounded search (e.g., locate last month’s branding guide). - Configure a Power Automate flow: capture meeting recordings/transcripts you organize, summarize with Copilot, and file to OneNote; optionally add an Outlook-to-OneDrive attachment saver and a simple approval workflow. - Create a PowerPoint from a Word or Excel source; specify audience/style; ensure Excel data is clean and in tables; apply branded themes and generate presenter notes. - Define Copilot personalization/custom instructions and mirror them in Claude and OpenAI; confirm enterprise data protection (shield icon) and test model availability/fallbacks.	Jul 8, 2026	Speaker 1 00:00:14 Hey Mark, how are you? Hey, you guys should see my token bill. Just saying. Um, I need to step away for three minutes tops. I have to go run to HR to give them the results of a forensic investigation, but they're literally next door. So if you guys can give me three minutes, is that okay? Okay, perfect. Speaker 2 00:00:44 I will be right back. Speaker 1 00:03:54 Hey Everybody. Thank you guys so much. I just want to, Quickly, thank you for letting me be a few minutes late. We had a forensic analysis we needed to do against someone who was a bad actor for another client, And I had to just go send that over to HR real quick and give them a heads up. So I am pulling up all my stuff, So bear with me because I was knee deep in that investigation and then I realized what time it was and jumped on as quickly as I could. So bear with me, I'm pulling everything up right now. Speaker 1 00:04:27 And I do apologize. Um, I have got a bunch of things for you, a bunch of really fun stuff. So not really fun, it's boring. I'll be honest, it's boring. But I have a bunch of handouts for you guys. Um, I am going to be sending that over. Uh hopefully, it'll let me send it in Teams. Um but if it doesn't, I will just be sending a link to you guys on um that you guys can actually click on and pull as you want to. I am also, including all my stuff in this, so that you guys have a copy of it. The biggest thing for you is going to be the cheat sheets that I created, and I did create some cheat sheets and things like that in handouts. So, I am going to send that over to you guys and have you just so that you have it. And I do have in these cheat sheets quite a few document or quite a few departments. Speaker 1 00:05:22 Up here, so just a quick heads up on that. Um, I have them in both a document and a PDF, so you can disseminate those to your staff as needed. And let me I am trying to get my my OneDrive is being funky right now, so I am trying to get you guys that link. Um, Just a heads up on this link. The link is here. It is because of how we have our. External link sharing set up. It will expire after a month, so feel free to download these and whatever you would like to do. I am going to run through everything on a PowerPoint presentation, And then I am also going to do some real stuff with you guys using my own Copilot. But. Speaker 1 00:06:13 I did send out an email today. A couple of you guys got it. I didn't send it to everybody. There is an issue going on with Microsoft right now, So not everything is showing properly, and we're going to cover what that looks like. So uh just a heads up, the link that I put into chat, That is handouts. And so that is in there for you and bear with me one moment. Speaker 1 00:06:38 Because when I pulled up my PowerPoint presentation, it also pulled up the training video that I made yesterday. And I did not want that. You guys will see that. Um, I will have a copy for you guys to send out to client or not to clients, To your own staff later on if they can't attend training or if they just want a slower pace training. Uh, feel free to ask me to slow down because I do talk really fast. Ask me to repeat myself if you need to, And so on. I'm more than glad to do that for you guys. Just a heads up, this is two hours, So there is going to be some time in here to play, and there's going to be some time to do some other things. If you guys have questions, throw them into the meeting chat. When I do things like this, when I do training and stuff on Teams, I do record. Are you guys okay if I start recording? Just throw me a thumbs up. Okay, perfect. Speaker 1 00:07:33 So I am going to record this. There's transcription. I am going to turn on facilitator and I'm going to show you guys what facilitator looks like because you guys can utilize that with Copilot. I have a Copilot license. I'm going to show you what all that looks like in a moment. So, there's a lot of really cool features with that. And then at the same time, like I said, when I do trainings like this within Teams, please feel free to use meeting chat for your questions There is a facilitator turned on, so she is going to be taking notes. I always call her a she, just because that's my thing. If you want to call her a he, go for it. I call her Franny the Facilitator. That's my nickname for her because I have I do a lot with AI agents and stuff, so all my agents or I call them minions all have names. So, this is Franny the Facilitator, and that's why I call her a she and we'll talk about agents. And things like that. Speaker 1 00:08:30 In a little bit later. And then, um, I do want you guys to utilize raising your hand. So you should see that option right there. That's what it looks like or reactions. So thumbs up, um, if you want to do that, if you want to do heart applause laugh or surprised feel free. Um, this is being recorded. However, I am going to record another one. That's a non meeting version. So the video might be a little clearer and things like that. For your staff, so you're going to get best of both worlds for it. by. Um and I do want to thank you guys for allowing me to reschedule. I um was unexpectedly admitted to the hospital one afternoon by my kids. Apparently I was in a lot of pain, didn't know what was going on, and I have been out of it for the last two weeks, so bear with me as we go through this. I still, i'm still have a little bit of a cough um, not contagious, especially not over teams, but i may have to mute for a second. Speaker 1 00:09:28 And cough, and I may get a little quiet for a moment. And that's just my voice going in and out. But other than that, stick with me. We're going to go through a lot of this. And again, if you guys have questions, throw them in the chat. Feel free to interrupt as well. All right? Any questions before we get started? Speaker 2 00:10:12 Yeah. Yes. Awesome. Speaker 1 00:10:23 And Kitty knows how I train. Poor guy, he's been in enough of my trainings, So he will uh he knows to tell me to slow down if I go too quickly, so which is a good thing. All right, Uh, we're going to go through the basics first, and then we're going to go into a few things about prompting and items like that. So real quickly, I want you guys to know, by the end of the first hour, You're gonna, you will have seen Copilot do real work in the apps you use every day. There is no theory marathon on this. See the thing, See how easy it is and you're going to leave with three prompts, you can try this afternoon. This is recorded. You will get the replay and ground rule number two with me. There's no dumb questions. I work in IT. I see questions all day long there is no dumb questions. Speaker 1 00:11:10 If I get another question on how do I turn on my iPhone, trust me, anything you guys ask me is not going to be dumb. So drop them in the chat anytime. Now one thing I really want you guys to understand is the whole point of Copilot. Copilot, think of it like your intern. I have interns working for me. Do I trust 100% of what they work on without checking it? Absolutely not. My interns, they're fresh out of high school, they're in college They think they know everything. They don't. My daughter is going to college in a couple weeks. She she doesn't know shit. Sorry for my language, but she doesn't uh but don't tell her I said that either. She started her first real job this week. She's learning, she doesn't know anything, but the thing I want you guys to remember on this Copilot drafts, You decide on what gets sent out and I do use Copilot and AI in a lot of things that I do everything. I send out is usually drafted by AI. Speaker 1 00:12:09 With me heavily editing it, okay? It's it is an assistant. It's not autopilot. And then while while we're doing this, Hold on to that information because everything I give you today is going to make sense if you go into this with that information, okay? Now um Microsoft 365. Copilot is an AI assistant that is built into apps you already pay for and use. So just a heads up your same Word, same Outlook, same Excel But, you have a copilot button that can read what is in front of you and help you act on it. It will get you to a seventy percent draft in thirty seconds. That's a lie. I got it to get me a draft in about three four minutes today, and it was a short draft. Sometimes it hiccups and it goes a little slow, but that last thirty percent, that part needs you and it's still you. It's still yours to decide how it goes. Okay now. Speaker 1 00:13:07 There's two front doors into Copilot. Inside app Copilot, and that's within your applications, and then Copilot Chat. Now, Copilot Chat is I've given you the web address here. However, if you go to office.com and sign in it's there. It's also an app on your computer and it's also an app within Teams. So I will show you guys how each of those work. Now, this one is grounded across your entire work world, :, email, files, chats and meetings. So if you say, find me that thing from last month, which you should have a little bit more information on it. It will find you. Every I will tell you every week. I constantly lose the crimson branding book and I need it for my job. I always forget where I save it and it finds it for me. So trust me, it does work. Um If you, if the rule of thumb to remember these, if you're in a file, the button is inside the app. Speaker 1 00:14:05 If you need to find something across all apps, then use Copilot Chat. Okay. Now, what Copilot is not? It's not always right. Trust me on this. It pulled up something for me today and I was like, that's wrong. And then it said, oh my apologies, you're right. You know there is times it can make things up and be absolutely confident in it. My child will sit there and tell you with a straight face. There is no food in the house. But our fridge and our freezer is overflowing. So think of Copilot like that. Always read before you send, always. I made a mistake a few months back. I know two people named Kamiab, and it's not a common name. However, I mistakenly called Kamiab, who is a CEO of one of my clients by my friend. Kamiab's last name accidentally, and I said it. Speaker 1 00:15:02 And then I gave that information to Copilot. You will also make mistakes, and Copilot's not going to correct you on your mistakes, so just be very, very cautious. All right? Now another thing to note :, it's not sending your data off to train public. AI, And that is by default within Microsoft, because Microsoft Copilot is only as good as your connections, your security setup within Microsoft. And for Lear, that's really good. Because you guys do have a really strong security presence within Microsoft, and because it's so strong and so secure, your Copilot is just as strong and secure. So what is yours stays yours, and it does not get shared. Okay? And then it's not here to replace your judgment. So if it was here to replace my judgment, we'd all be screwed. So AI is notoriously biased. And. Speaker 1 00:15:57 There's no better way for me to say this, but it is whitewashed. Okay. Um, I don't have a better way of explaining that, But when you're working in things like I work in a lot of nonprofit clients for my for Crimson. And we have to be very careful of that. So there is that strong bias there. Um, One of the questions I get asked all the time when I'm talking about Copilot is this like ChatGPT? Yes. But it's in that same technology, and I'm going to show you how it is. But this one sees your emails and files, but keeps that data within its own walls. Your free public tools that you use, if it's Claude or Copilot, Perplexity, any of those, if it's not set up to make your data private, it's sharing your data out to the world. Okay? And we'll get into that a little bit later if you want. If we have time. Speaker 1 00:16:53 Okay, so we're going to do a live demo of Outlook. You guys are going to see my emails. I do apologize in advance. I will promise you. My email is a lot more organized than it seems to be. So just a heads up, I am going to talk you guys through a lot of things within Outlook Copilot and I'm going to show you guys some prompts and things like that. Now the things that I'm going to show you within my Outlook, I have gotten the okay to share that with you from other clients. That was one of the reasons why I ran to HR, because this is going to be a good thing for you guys to see what it does within regards to forensic analysis that I was working on. So just a heads up on that. Um, so you are going to see things in my email, you are going to see how I do classifications, you're going to see how I do email drafts and all of that. So just be aware of it, okay? Speaker 1 00:17:48 And let me switch screens. Bear with me. And I'm also going to increase my font because I'm on a different computer than I normally am, and a different display, so it is a little small. So let me get that fixed. You guys do not, you guys won't be able to see at the at the, Scale that I normally run this at. So, I am going to make this a lot better for y'all. Speaker 2 00:18:22 All right, hang on one second, let me. There. Speaker 1 00:18:36 We go. Can you guys all see my screen? All right, it is big big. I do apologize, but I want you guys to be able to see everything. All right, Copilot within Outlook can be in a couple of different places. Um, I do want to show you guys where it is here. For default, um, it is located up here in the top right. I do use classic Outlook just because I like it better. I'm old school. I don't like change. Okay? I've been in IT for 20 something years. We're not going to say how many 20 years, But I've been in IT So under Copilot. You've got a few options in here. You can chat. Speaker 1 00:19:13 Reply, summarize, and prioritize. Prioritize I'm going to start with that is actually very valuable. It is going to be these circles with the up arrow. And it actually looks to see is this something you need? And you can set the parameters in which it responds and actually updates that. And if it is an unread email, you'll see that it has just the blue circle. If it's a read email, um you'll see right here, That it has the circle outline. Okay. Now, if it's something that's not fitting any parameters, there is no priority. And if it's something like this, that's a low priority message, you'll see the down arrow. Okay? So on this one, this one is a chain of emails. Now, it will give me a request for your involvement in an IT forensic review. It will give an AI generation on that. Speaker 1 00:20:11 And I can go in here and I can tell it to summarize. If I don't want to read through all of this, which I actually know is what it says, but most of the time it will give me something in here. Now this one says it can't. There has been some issues with Copilot today. But what I can do is if it still doesn't do it, I can click on this. Sometimes it'll regenerate, sometimes it won't. Now if I open this email. Speaker 1 00:20:42 I pull it over here. So, I have some options in here for Copilot. It's still set here. I can chat, I can reply, And I'm going to click that reply button, and it always opens in my main monitor. And, you won't see this, but there is a little screen that says, what do you want this email to say? And it gives me a couple options to select. And I do apologize you don't see it, but the uh what I want it to say, the options I have is short friendly message, request information, give update, create newsletter or announcement. I'm just going to say short friendly message. And I wish you guys could see it, but I can't move that screen over. You'll it's right in my email so you guys should see it pop up. Here we go. Um It does give me some key points. Speaker 1 00:21:40 I don't like this. I'm going to tell it to trash. I'm going to try again. I'm going to say, draft and I can choose what I want you to think, Natalie, and we will be available to help out wherever is needed. Okay? And that's what I want to say. So then I'm going to hit the send. Speaker 1 00:22:16 And then here you go. I'm going to take out it always tries to put a signature in. And what I can put in there, I can keep this here. Now remember the 70/30% rule. So I can say in here, keep it. I don't want to put that in there because that's too formal. I don't like that. Um and then I can hit send now, i just had a conversation with natalie i already confirmed everything I am not going to send this to her because if I do, She's going to march through my door in a moment, and we're not doing that. So, but you guys get the idea in the general drift. Now I'm going to try to hit summarize again, see if it'll work for you guys. Nope, it didn't. Copilot is having some issues today. So they do have a few things that are happening there um but you guys get the gist of how to use this in Outlook? Speaker 1 00:23:13 One more thing I want to take you guys through. You can chat as well. And I will normally give it a prompt and I'll say, I can go in here and I can remove this. I want an introduction email about me and Crimson. That I can send to a potential new client. There you go. My battery's going dead in my mouse, guys, so ignore it when it flips out. So at this point, Copilot is pulling company data to find information about me. Speaker 1 00:24:07 Um, I do. I have done this before. I do have a draft that I usually use for this type of thing that I save, but I'm just going to have Copilot do it for me now. And, you can use this if you guys are reaching out to potential new clients or whomever you guys have on your end that you want to do. Um, so here it is. I am going to scroll this through. Speaker 1 00:24:35 And then you can do, you can choose to put it and copy it into into an email. But then it just says here, it does give a recommendation. And I'll say go go ahead with the warm suggestion. And then it will do it. So here's the thing. Speaker 1 00:25:07 Now, this something I actually would use. So if let's say Kenny says, "Hey Chris, I've got a client that is interested in AI. Would you like I would like you to meet with them?" This something I would use. Edit it just slightly because there's a few things I don't like putting best regards. I like using my own signature, and then there's a few things that I would change in here. However, You guys get the seventy thirty percent This gets me seventy percent of the way there. Okay. Any questions about Outlook? Okay. One more thing in regards to Copilot, there is a new button here, new as in the last month, and this will get you to Copilot chat. So just a heads up for that. When we get into the chat features, it is there. It's also in Teams. Okay? So I'm going to minimize Outlook and we're going to talk about Word. And so within Word. Speaker 1 00:26:04 Um, I am going to pull up. I have a document here that I use a lot for this. Um, I'm going to pull up an acceptable use policy and bear with me. So again, This is a client that has stated that I can use them for these types of things. Um, and so here's an acceptable use policy. I normally handwrite these, And I will handwrite them to an extent. And. This is one I'm in the middle of working on because I do a lot of compliancy things for Crimson. So in this one, I am going to make some changes in here. Um, I'm going to put my approval in here and there's a lot of things in here that I want to check. Now before I get to this, um when i go through this, I want to double check and make sure that it hits all the things that i need it to hit. Speaker 1 00:26:58 And sometimes I'll do that by using Copilot. And Copilot is down here, and all you have to do is click on it to open it up. And I'm going to double check, does this meet HIPAA requirements for 2026 and 2027? So I'm going to ask, I'm going to ask Copilot to check that because this is a company that has HIPAA. Requirements. And so I'm going to have it help me with this. Now I am going to double check everything that's on here, and it's going to give me this information right here. Now it did look at on the web to find out. Does it meet those requirements? It also corrected the fact that I said HIPAA with two p's, so it did correct me. It can be a little attitudinal in things um. Speaker 1 00:27:57 It is also going to give me its suggestion. Okay. So there's a HIPAA security rule update, but it's still not final, But we are going to make changes to this so that it covers all of that. But this just the acceptable use policy. This not the full IT policy that all staff is going to sign soon. This just one of the outliers that we have to do. Okay. Um, and it's also going to give me some additional information. Now I'm going to double check all of this before I put information in, But you guys get the gist of how you can use it for documents that you write. Okay? I write these all the time. In fact, So much that it is templated that I have saved. If you guys can see company names there. I have done this for you guys at Alere in the past um. Speaker 1 00:28:54 So, this is the same template that I just update every year with new changes if there's SOC or SOC. And I will, I now use Copilot to say, hey, heads up. Now, it does give me the fixes and some recommendations and I can take those in. Usually what I do on here is I will also add ask Copilot to update information for my revision history. I will tell it to update that and it will edit it. Sometimes I'll ask Claude to do that. You guys see I have Claude on here as well. Any questions about what you've seen so far in Word? Okay, how many of you guys have heard about the term vibe coding? You've heard it? Colin, you had an interesting look on your face. Have you heard it? Yep, I am a vibe coder. Okay. Speaker 1 00:29:52 I've spent way too long in IT not to know how to code. So I do love vibe coding, but there's also another term called vibe writing. And I love that. So, what I'm going to do is I'm going to open a new document and I am going to put it in Crimson stuff and I am going to save a copy because I always do that. Speaker 1 00:30:22 Okay, I'm gonna call it training ideas because I'm going to write this for a client. Um, I have a client that's currently working on getting all their staff before they implement. Ai, getting all their staff basic understanding of Microsoft Word, Excel, all of that. Um, so what I'm going to do here is I want to vibe write. So I don't want to edit. I want to create a document on ideas for Microsoft Word, Excel, PowerPoint, et cetera types of training. I want this to be presentable to clients. This client happens to be HIPAA. Let me spell it right so she doesn't try to correct me and needs. Speaker 1 00:31:21 To make sure we cover all HIPAA related items within office. And then I'm going to let it help me write this out. Now again, this comes back to the 70 30 percent. I am using this to vibe, write and I do this often with either Copilot or Claude, and you can see it's in here, it's using my letterhead, It's using my formatting that I already have set in this document, and it's writing it for me. Get. Speaker 2 00:31:59 Out of loop for a second. Speaker 1 00:32:08 And so here's the training tracks. It's still writing it. Speaker 1 00:32:21 And I have three clients. I can send this to that. We're going to be doing training soon. And guess what, guys? As much as training, you guys have seen me do a lot of training. Training is not my number one thing that I do. I just like doing it. It's fun getting to watch you guys learn things. It's a highlight for my week. Okay, so here we go application specific training ideas Excel PowerPoint, There's some other items, Outlook, Teams, OneDrive and SharePoint. HIPAA focused. And then we're going to do a sample client training package. And then here's my recommended delivery format. Speaker 1 00:33:25 And then here's all the things that I work through for them. DLP is something I did for you guys recently, within the last what, five weeks? Has it been five weeks since we started? Yeah, okay. All right, so now that it's done, it's given me some done and dusted. I'm going to go ahead and say done. And it looks, it does really really good. However there are some things I'm going to change. This is back to the 70/30%. So we've got a full several pages, six pages. We are going to, I'm going to give it some things. This part means to be taken out. Hang on one second. They are E5 licensed. Speaker 1 00:34:28 With BAA and approved workloads. So I'm going to give it the changes, okay? Because I know this client like the back of my hand. I'm actually sitting in their office right now. I have an office here that I'm at two days a week. I know their system like the back of my hand. Now, I'm going to go in here and further edit it. I'm not going to do it while I have you guys, but you guys get the gist of, How you can make edits and as you go. So I'm going to minimize this. Um I'm going to minimize this. And any questions about Copilot in Word? No. Okay, we're going to get to a fun one. This is my favorite. Um how let me ask Daniel, how often are you in Excel every day? Speaker 1 00:35:28 All day long. I think when I looked at my report, you and maybe Colin were heavy. I don't remember who the second person, but I think it was Colin are heavy Excel users, the heaviest. So this my favorite part. I'm going to show you guys. I'm going to make this a little smaller. I have sample data here, okay? This what I use for all my trainings with all my clients You guys can see what my favorite genre of TV and movies and books are just by looking at this. There is a lot in here, so enjoy. When I worked for Mars Petcare, which is part of the Mars company, Long long time ago, almost twenty years ago. Yes, we had M&Ms and Skittles on site every day plus Twix candy bars, ice cream, candy bars. Speaker 1 00:36:21 They gave me because I was uh the IT manager at the time. They gave me the choice of what to name all the printers in the office. Now, They named all the conference rooms after different breeds of dogs because it was Mars Petcare. But for the printers, because they were internal, we named them after Lord of the Rings. And I from some of my friends that still work there, they are still named that to this day. So, I have a little bit of fun. So we're going to do this. We have on here employees, so we have quite a few employees, 120 all across locations, departments, jobs, a lot of different annual salaries. So we have employees and then we have their financial data. Rivendell got some good software there and Mirkwood Timber. They did a lot of traveling in Q4. So we got a lot of information in here that we can analyze. Speaker 1 00:37:21 One of my favorite things about Copilot is actually pulling up and analyzing different things. Now, it's I have it analyzed a lot. Um, I've deleted this out already. But what we're going to do is we're going to look at financials. Okay, One thing I want to tell you guys is it works better when you do a table. So I'm just going to highlight everything. I'm going to hit Control+T as in Tom on my keyboard Which creates a table. And I do have table headers. So I'm going to go ahead and say, okay. Now with this, I want to analyze the financials. This would be for 2026 and see where we are in budget. All right, and I'm going to have Copilot do that for me. Speaker 1 00:38:19 Now, another thing for you guys while we're waiting on this, because this does take a minute. Just a heads up. You can ask Copilot in Excel almost anything. If, there's a formula you want to try, and you can't remember how to do it, ask it what the formula is and it will tell you. If you want it to create a special analytical page, ask it to do it. You the sky's, the limit on what you can ask it most of the time It's working really well. Now, six months ago. This was jank. It did not work at all. But they have made a lot of strides in how Copilot works within Excel. Okay, so yes, you can. Speaker 1 00:39:06 Yes, yes, I use concatenate a lot. It's my favorite thing. And I use Copilot to make it better because I, I've, I'm the queen of concatenate because I use it to build out scripts that I use in PowerShell and things like that to do things. So if Kenny called me and said, hey Chris, I need you to create for me a report from Azure of all current employees. And I need to know who started in 2026. I use concatenate to build that formula out so easy. Speaker 1 00:39:45 Um, and I download everything as a CSV. I run my own reports. I'd rather do it through spreadsheets. I'm just weird in a mod fashion. So, um, So it's going to ask me questions when things are unclear where we are on our budget. Um, I'm going to have it do number one. Speaker 1 00:40:15 And tell it there's no budget available. So, because we have some pending and paid. And let's see what this comes up with. Now, while we're doing that, I'm going to show you guys a few other things that you can do within Copilot, because this one takes a minute. This little shield right here means that enterprise data protection is on. It's not feeding it back to the internet. Auto is you can choose what type of model you want to do. Now, right now there's some issues. Claude was working today, it's not working now. GPT is now working. So, you can choose your model, and then you've got a couple other things in here. Now, here's a spend analysis it's working on. Here's the department spend, here's the quarter spend, the actual spend paid and pending. Speaker 1 00:41:12 How many transactions there are, what our average transaction is, what our largest transaction is and what our smallest is. How much of that is pending in percentage wise. We can see spend by quarter. It created some charts for us and spend by department. It looks like engineering, engineering's always an issue. They're always eating up budgets. So that's the case here. They have a catering budget at $204,000, Can we get that? I would like some good catered meals. I have not had good catered meals since I worked for Dell. That's a fun story in itself. And how many transactions were per category? Okay, and then here's the rank on the vendors and where they spent. Ferengi Trade Group, 112,000. Okay. Speaker 1 00:42:06 So this what you guys can see, you guys can do, and you can spell it out even more what you want it to do. So this just a spend analysis. I'm going to go ahead and say done so that it looks correct. And I can even tell it, hey, I want all of this in crimson colors because our crimson brand book is out there for Copilot to figure out. So, if you guys have an Alira branding book and you have it saved to your OneDrive, you can tell it to use your branding colors for this. Okay? Especially if it's client facing. And it does put in some notes. No budget baseline is available. But let me make this a little smaller, and let me close out. So you guys can see it. So, it is pretty impressive and you guys can pick and choose what you want. You can get very granular with this. Speaker 1 00:43:04 This and Copilot does make it fun. If you select Copilot in here, you can tell it to improve formatting. You can tell it to add data insights. You can work on formulas. You can just open the chat by clicking on that button again and say, I want to have a list of all vendors on a separate tab, and it will build it for you. Speaker 1 00:43:35 That way you don't have to do the heavy work yourself. Because if you were wanting to list vendors, my way of doing it go here, copy that entire list, put it in its own tab and remove duplicates. That's how I did it before. Now I can tell it to do it, and I can go get me a cup of coffee because coffee is life. So any question? Yes. Speaker 1 00:44:25 So I would spot check it. I'll be honest. What I would do is I'd say, let me have all of Ferengi. And then I would highlight this and I would look down here and see what the sum is. And I go back to my vendor list and I'd look for Ferengi and verify that, that number matches. So maybe 60 seconds, maybe three minutes tops. Mhm. Speaker 1 00:45:05 I will be honest, within Copilot in Excel, I have found that I almost don't have to spot check because if I click on this right here, the formulas are up here. So if I just click on it, It gives me the formula that it used, and it's almost the same formula that I've used in the past. So. Speaker 1 00:45:44 Uh, I'll be honest. Yes. Um, most people don't use tables like this. Um, but they do use sort and filter. And so I will spot check more if it's not on a table just because Copilot seems to respond better with tables. So yeah. The place where I check the most is going to be Word, especially if it's pulling information from the internet and Outlook. Outlook because when I have it write up my different drafts and things like that, it sometimes will hallucinate. I spot check more in Outlook and Word than I do in Excel because it's gotten pretty. I have not seen a mistake yet, knock on wood. And I've been testing features for a while within Excel. Speaker 1 00:46:36 So it's been fairly reliable. Does that make sense? Perfect. All right, a couple more things I'm going to show you. PowerPoint is a huge one. Now PowerPoint is going to be a little bit more hand-holding, that one's more of a 60/40%. And then I'm going to show you, how many of you guys actually use OneNote? No? Sometimes? Okay, so let's run through PowerPoint real quick. Um, if you don't use PowerPoint, feel free to go grab some coffee because again, coffee is life. Um and I'm going to show you guys how I utilize Copilot in OneNote. Um because I have a lot of stuff in OneNote. So bear with me one moment. Well, I might have a problem. It might have wiped my OneNote by accident. Speaker 1 00:47:35 My meeting notes are gone, which is not an issue. I can always recover those. Okay, we're going to use a Alere because my Alere notes are there. All right, So meeting notes :, what I do is when we have a meeting, such as the one we're having, most of my calls are recorded and or transcribed. And I will have I will put the entire transcript into Copilot and have it put my meeting notes in here. So you guys can see that in here. Here is everybody that was in the meeting, uh, the summary, the key decisions, action items, all of that. Now if I'm in Copilot on here. Here's what I'm going to do as soon as it decides it's going to come up. Speaker 1 00:48:30 I want to take this page and make a client-facing email, a summary of the meeting notes. And I'm asking it to summarize my meeting notes. And here it is. So what I'll do is I'll take this part. Speaker 1 00:49:00 I hate it when it says best regards, even though I have that set. I'm going to copy this and then I'm just going to right, click down here and do a new email message in Outlook. And I'm going to paste that in here. Now, in a moment, I'm going to remove if I was to send this actually, which I don't need to everybody. That was in the meeting already has the notes, but here's the meeting notes. I'm going to go through. I'm going to remove all the links. Because I don't share my OneNote out publicly, I'm going to make sure everything is in here, that we have everything set correctly. Maybe because we weren't this is not part of the Copilot portion, I might remove that things like that. And. So because every one of my meeting notes when they're transcribed, they go into OneNote, the full transcription and meeting summaries. Speaker 1 00:49:56 Although it's missing today. I got to figure out why. It might just be that I've opened the wrong file. And then I can send that to whoever I want to. So, I'm going to go ahead and send this just so that Kenny, well pretty much. I love how I always type two e's and Outlook always knows that I'm talking about Kenny. So, I'm going to pretend like we're actually doing this, It is going to alert me that it can't, that people cannot see my OneNote by turning all those links red. Here. Speaker 2 00:50:38 We go. Mhm. Speaker 1 00:51:08 Uh, No. It hasn't learned that yet. But here's what I do do. And don't be scared of my calendar. This is a normal calendar for me. I'm going to right, click and I'm going to say new email to attendees, and then I want copy and paste my email into that. So super quick. So, yeah. So, my calendar is color coded by AI. I gave AI how I want all my categories to look in email. I don't do that through Copilot; I do that actually through Claude. So just a heads up for you guys; that's a deeper discussion. Copilot's not there yet, but Copilot Cowork. Speaker 1 00:51:55 Once it rolls out, maybe there. So so if you guys see my calendar, it's very colorful. That's AI. It helps me keep everything organized. So you guys can see in here we can do it that way. Um I do have this set up using Power Automate. How many of you use Power Automate? Okay so Power Automate, You guys have a free version that you're all eligible to use I, have it set up that any new? Meetings that I am the organizer for, if I transcribe or I record the call, Power Automate picks those up and gives me a summary and uses Copilot to give me the summary. That's, how all of these go into my OneNote? And that way everything is filed. So that's how I use Copilot. Speaker 1 00:52:50 I am going to have a video training series that I'm going to do on shortcuts and ways that I use Copilot and different tools to make my day a little bit better. I am giving that out to all clients for free, So you guys will get a copy of that and you can share it among yourselves. So just a little side note, but give me some time because I'm re-recording Copilot basics for everybody. All right, PowerPoint. I promised you guys PowerPoint. Um, I this a recovered file. Uh, I did this in my last training. This something Copilot made for me to train my staff on how to create a distribution list in Microsoft. Now, here's how it did it. Um, I'm going to go in and I'm going to say create with Copilot. Now, How many of you guys have Word documents that you need that you have that you created reports for? And you need to present that? Speaker 1 00:53:48 Using PowerPoint. Anybody? All right. Sometimes, great. This makes me really happy because sometimes I introduce this and I get a lot of blank looks because people are like, we don't use PowerPoint. All right. This is the most fun you'll have. Um, I'm going to say create a presentation about, Then I'm going to do a forward slash and I'm going to put training ideas, which is the document I created. Right before, and I'm going to say send. Now this can take a little bit of time. So while we're talking, while we're waiting for this, Copilot is going to build that entire presentation for me based on that Word document. And you can also do it based on Excel documents as well. So it's going to build this out. It's it's going to take a while. It might take five minutes, it may take 15 minutes just depending. So while we're doing that uh I want you guys to be aware. Speaker 1 00:54:44 Uh, this is here. It's going to ask you questions. I'm going to say a concise overview because I don't want too much. I'm going to say, client leadership and I'm going to say, confirm, and it might pop up and ask me a few more questions just to get it right. And so while I'm doing that, do you guys have any questions about anything I've shown you so far? Speaker 2 00:55:15 Mhm. Yeah. Speaker 1 00:55:30 You are going to have to get a little bit more detailed. Um, when I do it based on that Excel file I showed you guys, I do it after I've done the analysis so that it can pull uh your charts and things. And it will pull those charts and put them into the PowerPoint presentation. Yes, And you want to make yeah, you want to make sure that data is clean. And I cannot stress this enough, put it in tables because it reads better when it's in tables. All right, it's asking me a few questions. I want to. Speaker 1 00:56:12 Let's do calm clinical blues. I like that. And then I'm going to say continue. I didn't give it any branding guidelines to follow on this. And I could later on, but for this one, I sometimes just let Copilot and see what it comes up with and then slap our logo on it. So also under design, I have the crimson custom one there. So I could always just make that change if I wanted to. So because our crimson brand is, we've got uh we got a PowerPoint uh template for that. All right, so now it's building it. It's about to ask me a few more questions because it wants to understand what we're looking for. Um so we'll wait and see. Now. Speaker 2 00:57:24 Yes. So. Speaker 1 00:57:38 I would throw a prompt into Copilot on Word to tighten it up and clean it up, and then I would refer, I would open Excel and refer back to that Word document and see if it can build it out in Excel. Now you are getting, That part is getting a little bit more to the point of it will struggle. And you're going to want to check that even more thoroughly just because it will hallucinate if there's a lot of data in it. But I have seen where it has cut some of my work time down by about an hour, which is still good because trust me, If I have an hour that I could sit down and work on compliancy stuff for clients, I'll take that hour. So it does help provide some shortcuts. Speaker 1 00:58:21 Now, while we're waiting on this, 'cause this could take some time. Let me talk to you guys about Copilot in Teams. Um, I am going to open. I'll pull this over in a second. I'll pull some things together. We are currently in this meeting right here. So um, let me let me do one more thing real quick. I blew up this screen a little too hard. Speaker 1 00:58:52 Let me fix that. Let me drop it down to 150. It's a big screen. All right, so we're in here. You guys can see facilitators on, that is AI. Facilitator does require Copilot license. Now within here, I'm going to pull this back up. And I'm going to show you guys, you'll see your faces. I apologize. But in here, you'll see notes. If you're in a meeting that you organize or is organized by someone within your company, you'll have notes in here. Sometimes you'll see it externally and sometimes you won't. Okay? Another thing you're going to have in here, which I use quite often because I have ADHD, I see squirrels. Okay? This is how I work so well with teenagers. Speaker 1 00:59:49 Because I have ADHD, they have ADHD, we're all great. But sometimes I'll say recap the last five minutes because I zoned out. I use this often. I'll be honest. I was in a cybersecurity assessment today. I was not needed for the entire meeting other than two seconds where I need to confirm something. And I and I was on mute, and I just wrote that out, and it instantly brought back, and I was able to answer the question. No one knew I had zoned out. So this is something that you guys can use. Um, and it is pretty helpful. So just a quick heads up on that. That's Copilot in Teams now. A couple, other things that you want to be aware of Copilot in Teams. Let me introduce you guys to the napping team. Now when I say this, please understand. Speaker 1 01:00:44 The napping team is a tongue in cheek reference to something Anzor gave the entire company. And that is, if you get tired or sleepy and you need a nap, please take one because we want you at the top of your game. So we named this the napping team. Everyone is in this chat. It's a company wide chat with exception of Anzor and Pete because they don't want to be in this chat. So sometimes we'll have questions on here, we'll look for MFA codes. I'll call everybody to introduce them to issues that are coming up. Um, So you'll see sometimes my cat makes an appearance, and she wants to know if it's five o'clock yet, because someone sent me a bottle of bourbon. Uh, if you guys remember, If you guys have been in meetings with me in the past, when I was actually in my downtown L A office, I had a bookcase here and anytime a client or vendor would send me whiskey. It was displayed behind me. So another person sent me whiskey. Uh now I have to send it to the team. Speaker 1 01:01:43 With Brie holding it, but this is the napping team. We we have fun here. Every now and then, like if I've been in the hospital and out for over a week, I'll go in here and say recap the last week. And it will do that. It will recap for me. So uh I did give everybody an alert about cowork, Because there were some changes, so here is all the recap, and that's everything that happened. And you can tell it to give you this recap in a pirate voice, so you can have fun. One sentence comedy version: This week at Crimson AI, Microsoft changed AI buttons. Speaker 1 01:02:40 Dell predicted a hardware apocalypse. Everyone shared MFA codes. You fixed seventy seven directory records. Marvin rode off into the sunset, And the help desk collectively decided that Charles Duplessis now looks like a tenured professor who grades papers in the eighth gear, which is oddly interesting because Charles we call Carla, and that's because of some things that teams used to do. So I am going to send that over to the team ;, they're going to love it. But we do things like that all the time in here. So, if you've got massive groups like I do, I'm in a lot of group chats. You can always go in here and say, get me up to date. So, um, and that's Teams Copilot in a nutshell. A couple of things to note. You can go over here to Copilot and get the full chat here. And along the same lines, I'm going to walk you guys through it. Speaker 1 01:03:38 The auto version. I now have Claude. ChatGPT is missing here. This a known outage. Uh, I sent some of you guys an email today about this, uh, so you guys should have seen this. This what it's doing. So in some things I have Copilot, um, I have uh OpenAI and some things have Claude. You can change your version right here. I'm going to change it to Opus because I love Opus and I can go in here and I can look at recent pages. I can look at scheduled prompts. I actually do have a scheduled prompt every Friday at 7:00 AM. It sends it to the Napping team and reminds everybody to take their stress survey because Crimson's really big on making sure that we know what the stress levels are within the company. Um, I can send feedback, I can look at settings, I can tell it to include web searches. I'm going to go into settings for you guys. I want to show you guys some things on this. Personalization is a huge one, okay? Speaker 1 01:04:35 I have custom instructions because I have a personal style that I like. And I'm going to put this in Copilot or in chat so that you guys can see this. This is the same instructions I use for all of my AI stuff. So, This tells it what I look for and how to make it sound more like me. I tell it to write in a balanced tone, I want it to be professional enough but friendly and approachable, okay? I favor active voices. I don't want to talk at someone. I hate when I get emails from people where they're talking at me. Okay, so I am very, very clear with AI how I want it to do my my communications. I also don't like the word kindly, because kindly is often used by people living outside the US, trying to write in English. I don't like using that word. Um, I don't like em dashes because that's. Speaker 1 01:05:32 A big scream of, "Hey, this is written by AI." And then I also want it to avoid weak qualifiers. I don't like using maybe, perhaps you might consider. I just don't like that. I want the system to make a recommendation and explain the reasoning. Okay? Um, I also am huge on using realistic actionable examples. I don't like it using generic marketing language. That's a big one for me. But these this is my personal preferences. So I want it to do things the way I want. You guys may have your own personal preferences. Write your custom instructions based on that, okay? And it will give you some options that you can do. So focus on internal sources, if you want it to highlight decisions and meeting notes, use clear and simple language. Those are the different things you can do. Speaker 1 01:06:29 How many of you guys use Claude personally? Okay, so Colin does. Anybody else? How about OpenAI or ChatGPT? Okay, all right, so two of you. These are the same instructions you can set everywhere. Now Crimson uses Claude and Anzor allowed me to use my personal Claude because He knows that my settings are correct, but when I am in here. Here are my same instructions for Claude. And you guys can see based off what I put in chat, I use the same exact instructions. Okay. Now I use OpenAI because I use OpenAI for the image generation. Yes, I use my cats for my emails to clients. Okay, but if you look down here, I am using my crimson one. Um if i go in here to personalization. Speaker 1 01:07:31 It's the same instructions, Except for a little bit briefer because um Chat GPT doesn't like long preferences and customs. So just a heads up. Um so it's a little bit shorter but same thing, same generic thing. So I have this in all my AI okay? So here's my custom instructions. Make sure you utilize that. Make sure you make it sound like you. For agents, I do use a couple agents, Um, I use Adobe Acrobat agent and I use Lucidchart agent, but I'm very selective on this. Um, with Adobe Acrobat there's a reason behind it. We do utilize a lot of the uh Adobe Acrobat, but because we're using Adobe Acrobat for small businesses that data is protected. Okay, so there is no data external access, even though it thinks that there might be um within Copilot, you also have work and web. I tend to stay on work. Speaker 1 01:08:28 Because I do have the setting set to include web searches. Okay. You can also click on the plus sign and add cloud files, upload images. You have a couple of different things you can do, compose in Word or Excel or PowerPoint. And you also have a designer and all agents here. Now, One of the things I'll do in here is I need you to find a meeting. Transcript in my OneDrive from December regarding Alere. I don't think there is one, but let's see. And I'm going to have it search. I actually save all my transcripts to a transcripts folder within my OneDrive, so just a heads up for that. Okay, so there is no Alere meeting transcripts. Speaker 1 01:09:26 The ones that can locate are later engagement dates, May and June of twenty twenty six tied to the Copilot, Readiness and Deployment Project. Okay, so there is none, but it does find the one we have on June fourth, eighteenth and twenty fifth. Uhhuh. Speaker 1 01:09:53 It would look if you say search my OneDrive, it's going to search your entire OneDrive. Yes. Speaker 2 01:10:05 Correct. Correct, Speaker 1 01:10:19 Yes. Now luckily for me, oh sorry, go ahead Colin. Speaker 1 01:10:34 You can, however, that's something I would use Power Automate for. Which I do. I have Power Automate set to automatically save all my attachments from one from Outlook. I've been doing that since twenty twelve Uh-huh. Uh, just to kind of give you guys a heads up, I am very organized. Let me show you um Actually, this the Alere Tech Runbook that I've been working on for you guys. But my Documents folder, my main folders are right here. I have a lot of things in here that are created by software, but Old Files to Sort, Strategy and Leadership Internal, Clients and Projects Shared Documents. This where my attachments go is right here. Speaker 1 01:11:29 Now I use because I'm allowed to use Claude within Crimson. I use CoWork to take any shared documents and dump them in the correct client files. I do do that on a schedule, uh, and then my personal workspace and my archives. So. Speaker 2 01:11:50 Mm- hmm. Yep. Yes. Speaker 1 01:11:60 Yes. Let me do this with you. We've got some time. I'm actually ahead of schedule on this training today, so I'm going to show you some fun things. And this is where Copilot also lives. So I'm in myapps.microsoft.com You guys also have a My Apps, so here's the link. I'm going to scroll down, I'm going to go to Power Automate Now again, you guys have the free version Um, I have premium because I, I'm me. Um, I do a lot of things. So I'm going to pull up Power Automate and there's Copilot in Power Automate. So what I want to do is I want, i'm going to describe what i want. I want all my attachments on incoming emails to save to a specific folder in OneDrive. Speaker 1 01:12:60 I did I totally misspelled that it'll know it'll correct me on my spelling um I'm going to reauthenticate because I got to reauthenticate some things let's see my loop every now and then I get signed out. Speaker 1 01:13:29 Uh, I can't remember. Oh, This might be because Anzor made some changes to my account because I wasn't using Adobe Sign anymore. I was using DocuSign. Speaker 1 01:13:59 Oh, lovely. Okay. So these connections have been saved. Let me go back to create because sometimes it does that. Describe it to design it. I'm going to go back to do that. I want all attachments for incoming to save to a specific in OneDrive Have, a new keyboard, I can't type. Speaker 1 01:14:30 So I'm describing it. When a new email arrives, this what the flow will do for each. And I'm going to say keep it. Here's my Outlook, create flow. And now what I'm going to do, have you ever heard of n8n or Zapier or Make? Okay, so this basically Microsoft has had this forever. So basically what happens is when a new email, think of these as workflows. When a new email arrives, for each, I'm going to go into Outlook and I'm going to look for an option for get attachment. So I'm going to tell it what the ID of the email, which comes from here and you. Speaker 1 01:15:27 You're going to have to look for the ID. It's called message ID. This looks more complicated than it is. Okay, so this when a new email arrives, I'm just making these link together, Kind of like in Excel where you have primary keys, if you guys know what I'm talking about? This basically what we're doing. All right, so attachments ID, I'm just matching them and then I want to look at the advanced, Um, I don't need to do the sensitivity items. Get attachment and then I want it to save attachment. So I'm going to go in here, I'm going to look for OneDrive and I'm going to say OneDrive for Business is where I'm at. I'm going to say create file and the folder path, i want to save this in This is my OneDrive for Business. Speaker 1 01:16:25 I'm going to go to documents. I'll hit the little arrow next to the folder, and I'm going to go to shared documents and loop assets. And I'm going to choose April Shared because I know it's under April Shared. And then the file name is going to be the attachment name, so get attachment name of the attachment file content. And this is from the get. I'm gonna see 18 more. It's in here somewhere. I got to remember it. I'm just going to put something in here for now. I'll figure this out, and for anybody interested in this, I'll send you what you actually have to do. And then this is it from here, I save it and now any. Speaker 2 01:17:36 Yeah. Yes. Speaker 1 01:17:44 Yes. So, what I would do is I would hit insert expression and I would create an expression with Copilot because it's a formula, just like you would use in Excel. So you guys can see you got concatenate, slice, Replace a lot of the same stuff you see in Excel, but I'm going to create an expression with Copilot because I'm dumb and I haven't spent as much time in here as I want to. That I have 20 years ago. Power Automate has been around for over 20 years. So, and I would create an expression with Copilot, And I would tell it to technically, what I would do is I'd tell it to pull the domain name and then put that in front of the file name. And that way I know who sent it, because if it came from a Lear, I want it to get tossed into the Lear folder that I have for you guys. So. Speaker 2 01:18:43 Yeah. Yes. Yeah. Mhm. Yes. Speaker 1 01:18:58 Yeah, yeah, uh Power Automate's really useful for a lot of things, um I, How many of you guys use Asana or something similar? Okay, so I have a setting. I have a flow in here. I use cloud and desktop flow, so bear with me. Asana, I have it set where any of my files, which has failed the last couple weeks or so, I got to fix that. Speaker 1 01:19:30 But originally, what it does is it pulls all the data that I have a client that uses Asana and I'm in their Asana. So when they have things they want to send over for for business planning and strategy, They will assign it to me in Asana and I. Have it push it to the ticketing system. And so and if you guys see this diamond, it's because you have to use a premium plan with this, but Asana doesn't require a premium plan. What is an application you guys use heavily that's not in Microsoft? Speaker 1 01:20:05 Let's see. 'Cause they have a lot of things in here. We're going to do a scheduled one. I'm going to have it run every day just to create a reoccurrence. If I go in here and I press plus, there's no Argus. Nope. What's your HRIS system? Speaker 1 01:20:41 Um, hey, come here for a second. Sorry guys, give me one moment. Just add her to the manager for both of these email distribution lists. You did? It's not letting her send? Okay. Email ends in one. Okay. Speaker 1 01:21:11 Can we not just give her an email with her name in it? Okay, I will fix it. I promise. Okay, sorry guys. Um, Let me just show you generically monday dot com You can use Monday. If you use Monday, you guys know what Monday is. Okay. Um yeah, sorry. Speaker 1 01:21:44 It's okay. I have clients who use monday dot com for things, and they they will utilize uh for some of them will utilize this. And so when people put a form in, uh using monday dot com, it will update items on the back end using Power Automate. So that's that's a fun thing. Um you have AI capabilities in this now. This is new within the last year, but you also have all of these connectors. You have weather, Someone put Lord of the Rings, the entire book collection in here. Okay. But there's a lot of things in here you can do approvals. I actually use this, I'll build forms out and within Microsoft and I have it go through an approval process for certain clients. So, if they want to do something along the lines of create a form for office supply purchases, and it goes to a specific person, but it requires a manager approval, I have the system go ahead and put manager approvals in there. Speaker 1 01:22:43 And, the manager has to sign off on it before it goes to that person. Um, you have Adobe. I do use Adobe Acrobat Sign, but I also use DocuSign. Uh, there's DocuSign right here and you can use that. That doesn't require the premium version. Anything that requires premium is going to have a diamond. Docusign doesn't require it. And so I'll build that out for a lot of our clients. So this is a little side note. If you guys want to play in Power Automate, Your Copilot license is active in there, and it will help you discover things you can do with it. I actually use it because I like I said, I have other clients that i i'm their vcio for. If I go into Outlook, everything on my calendar here and yes, I know my calendar's crazy will copy over to my client calendars. Speaker 1 01:23:40 With Power Automate. And I have that set up. So all they see is blocked dates for me. They can't see what's going on, but if they try to schedule with me, everything that's on my Crimson calendar has been blocked out on my client calendar. Just so if they're trying to get a hold of me, they know what my calendar looks like. So does that make sense? All right, let's go back to PowerPoint. Here is PowerPoint. It's built it out, Okay, so these are this my training items. It's very pretty. I actually like this. Do not like how small it is, but I do like this. Um, This what it looks like. I'm going to go through I would go through this, and I will look at what it's saying. This one I find that it is more like an eighty twenty percent So um because it's basing everything off of the document that I've already written. Speaker 1 01:24:36 So make sure your data coming in from the documents is actually good. But there you go. And that's based on that document. So it's actually really nice and really pretty. Now, if I wanted to change it, I just select everything here. I do Control A. I can go to Design and I can put it on the Crimson letterhead. Well, normally I can, but I guess it doesn't want to do it. Speaker 1 01:25:07 But let's see. If I go to layout, there we go. There's the Crimson branding. I can change the layout. So is this something that interests you in figuring out? Mhm. Speaker 1 01:26:12 So I will verify my Word document first, make sure all the data is in there that needs to be in there. One of the great things about Copilot is it finds great matching stock images. 'Cause some days I'm an artist. I won't lie to you guys, I paint, I draw all of that in my free time. That's how I get out of my head after a long day at work. I don't think about design here anymore. I let Copilot take it and that's one less thing off my shoulder. And you can see it built it put in the crimson logo automatically. So that's a good thing. I will give it constraints most of the time, But I will take the default stock images and I will let AI. Copilot is doing really well in design, like designing out your images and doing things. It does really well, a lot better than WordPress. So if you guys don't know about my blog, I do write about AI but. Speaker 1 01:27:10 I haven't wrote anything in the last three weeks, but it does a lot better. The little icons here, those are fantastic. Now I could go back in here and say, I want this in the crimson colors. Here's the location of our branding guide, and I will have it set that up. So just a heads up for you guys on that one. But I mean, you guys can see the quality. The quality from where it was a year ago to now, it's it's huge the difference. Cause I have things that I wrote. Let me see if I can find one. Speaker 2 01:27:57 Ah, where did it go? Think it's this one. Speaker 1 01:28:07 This is one I wrote. Using AI based. Thank you, Gaston. Based off of a template we used to have, and it messed everything up, especially this portion. Like this is not how we want things, so it's made a huge difference in where it's come from. One of the others, let me see. Speaker 1 01:28:40 Yep, this one that AI wrote as well. So it's getting a little bit better. So this probably a year after that first one. And it's a little bit better. So, It is getting there, and you can, you can see the difference in where it used to be. So Any questions about PowerPoint and how Copilot can be used in that? You've got some other things you can do. You can describe a lot more things with it. If I close this out, hang on, let me clear. You can add, you can tell it to add a slide and give it a description. You can tell it to summarize. You can tell it to clean up. I also, One of the things I do a lot is, let's add some notes for the presenter. I'll tell it to do that. Speaker 1 01:29:38 And, it'll look at the Word document and map it all out and then put in the notes. So that when I'm presenting it, um, and let me let me do something. Let me present this in Teams. Uh, I don't like. There we go. Um, I'm going to save you got to save it first. Speaker 1 01:30:08 So I want to present this in Teams, even though it's not done. But I want to show you guys what it looks like. So you guys will see it like this, but there's a notes section that has popped up. And in the notes section, you can't see it from what I'm showing you guys, but if there's um I'm going to send a screenshot over. Speaker 1 01:30:39 If there are notes, which most of my presentations will have notes in it. Give me a second, Snagit's being a little annoyed with me today. Okay. Speaker 1 01:31:01 Snagit's Being a beast. You're welcome. No worries. Speaker 1 01:31:10 Okay, perfect. If I'm presenting in Teams, the notes section right here, that's my presenter notes. That's where those are lined up. And so as I'm presenting and I'm clicking through each one, you guys won't see the notes but I'll see the notes. And I do add that with a lot of my presentations. I actually build the script out in Word first and then have Copilot build the presentation and then I'll change the design. And I'll make it I'll make it the crimson design like when we first started the, the meeting uh and I showed you guys that presentation. I have, I have notes in here um on my first page for the welcome page. My note says confirm recording is on. So I do things like that because I will forget to record. So those are things I put up. And then as you guys can see, um. Speaker 1 01:32:09 As I click through, I i these are my notes for myself, just knowing how I do things. Um, because I talk fast, say this part slowly. That's how I am. So as you guys can see as I go through this, um, I do have Copilot build things out like that for me to make my life easier. And when I'm presenting while i'm recording if i'm recording something in Camtasia to use as training, i have those over on another set on a On another screen, so that I can walk through it and my script is there as well. So and I use Copilot to get those set up. If that makes sense. Okay, We're ending a little bit early because we got through a lot of this early. When we do the bigger training for your entire staff, we're probably not going to touch on Power Automate. We're going to try to keep it, where people can ask questions and go through it. Speaker 1 01:33:06 But you guys are fantastic because you haven't asked as many questions, as what I am used to. So you guys have been doing amazing and thank you for that. But let me know, Feel free any of you guys can email me or chat with me on Teams. Just put in my crimson email address to chat with me. Um I will try to get to your questions as soon as possible. Ai is really the future of where everything is going. And we're seeing it touch things every day, like I am working. Right now, one of my primary clients is in the mental health space. So we're seeing it even in electronic health records. We're seeing AI in how doctors and therapists are writing up their notes from every session. We're seeing it everywhere. So it is a big thing, it is happening. If you have questions about compliancy, I'm your person because compliancy is a big part of my job. Feel free to ask away, okay? Speaker 1 01:34:48 So for you guys, um, because you you know this, um, That part I am including if if let's say Mark reaches out with his with his use case. Um and wants to meet with me and we do an hour meeting. I am not charging you guys for that. That's not coming under uh any of the financial portion. So I want you guys to reach out because it gives me a better understanding of how to structure this for future clients. And also what who is does what within Alere. And as you saw with the email I sent out this morning, if I see something coming across, I know who to put into that message. So I send out those messages all the time. This is just the first one you've been on. Um, so like if Mark within his job has questions for me, um and i I sent out an email about let's say Mark, I don't know what you do so bear with me. I see something that I need to send out about finance. I send it to all my contacts that i know use Copilot in finance. Speaker 1 01:35:48 So especially with prompting and things like that does that make sense. NO_CORRECTIONS. Speaker 1 01:37:09 Absolutely, you guys let me know what's a better fit for you. If it's sending, If you guys send me questions and I can answer it and build you out a cheat sheet, I will do that. If you want to meet and discuss in person, I will do it. I am very flexible because I want to meet NO_CORRECTIONS needs and the best way for you to learn. So. Speaker 2 01:37:45 Yes. Yeah. Okay. Speaker 1 01:38:08 Yeah, not a problem. Uh, one I just realized I got my time mixed up. I thought we were doing two hours today, but my facilitator came up and said we're five minutes over. My fault for misunderstanding that. Uh, just a heads up. Um, this is the app version of Copilot. Um, there's some fun things you guys can do in here, but I want you guys to look into agents. Um, and I'm going to be building out a video on Copilot agents. But I asked it to tell me about my client Alere. And here is all my information. It knows that we're on the Copilot project, my strategic and technical context, and this looks at everything that I have access to. So just a heads up. Um, I think your account manager is Mike? Speaker 1 01:39:06 On my team? Yes. If I have access to things in his OneDrive because he's granted me access, it's going to pull that information as well. I know that his IT strategic plan is his from his OneDrive that I have access to, and he modified that yesterday. So there's some different things in here. Just a heads up for you guys when you ask it to search for things, it's only going to search for things you have access to. And that's it. So just be aware of that. I forgot to include that in earlier. So cool, and reach out with any question, guys. Either email or message me in Teams. I think you guys have external access to members outside of your corporation, so feel free to reach out to me in Teams. Teams is one of the best ways to contact me. Speaker 1 01:40:01 I am going to send out a recap email, along with the attachments of all the handouts and even some of the information that I have. I have some prompts and things for you guys to utilize. So look for that. It'll probably be there this evening or tomorrow morning, just depends on how my rest of my day goes. I have a meeting in about an hour, so awesome guys, you are amazing. Uh, I am sending something your way the next time somebody goes to NO_CORRECTIONS. So be on the lookout for that. It's for you, but you can share. So, all right. Thanks guys. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=265dc411-7bb4-40ad-bb8b-ec29d8c6709a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA1MzkzMiJ9.CgoKBHNuaWQSAjY0EgsIyvLn9_v1sD8QBRoNNTQuMjM2LjIwMi43NyosUm1LREcwMXMyRytnQnBDMnZQREJuNVpoUFc0bVFnZnBWOHB1NEROME1Ndz0wmgE4AUIQoic9yKlQAAD2GK4UbzPjNkoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.07bKkd11Ib3BizqyO0IKegL33UM8ZESgHU1EBFMDKSU&ApiVersion=2.0	Processed▾	—	✓	Client Work▾	Alere	Alere 1.05h on 7/8 (day-verified)	939922 (notes 2991847/2991860)	—	—	✓
07-02 Weekly Meeting: Elyar Project, Server Issues, and SCHARP Review	> Date: 2026-07-02 > Location: [Insert Location] > Participants: [Sergio] [Speaker 2] [Pete] [Speaker 4] ## Meeting Notes ### Elyar Project Status - The Elyar project is ahead of schedule and under budget. - All tasks are complete except scheduling the training. - Completed items: pilot deployment, license activation, tenant readiness, security items, DLP, and privacy concerns addressed. - Gabby was praised for outstanding work. ### Ability First Failover Test - Pete asked to schedule a failover test for Ability First. - Speaker 2 confirmed Gabby and Kelly completed the test on Thursday, June 25, 2026. - Gabby sent a confirmation email to Mashawn on July 2, 2026. - Pete requested a copy of the confirmation email to ensure Mashawn is updated. ### Employee Termination: Jeremy Seibel - Executive Jeremy Seibel was terminated on Friday, June 26, 2026. - Olivia logged him out and disabled his profile. - Mashawn was asked to complete the offboarding form. - Pete requested a follow-up to confirm all offboarding tasks are complete. ### Sharp Server Issues & Data Center - A Sharp server issue occurred on July 1, 2026; Nelson from Bachman asked about the resolution. - The issue was at the Digital Reality data center, involving an SPF problem and a separate credit card-related issue. - The team has repeatedly requested Digital Reality to upgrade circuits and add a backup; they have now acknowledged the need. - Robert is handling the data center issue. - Two weeks ago, Speaker 2 received approval from Dr. Barber to explore backup circuit costs. ### Sharp Billing and Computer Count - Christian billed Sharp for the standard 394 computers, which was approved. - The actual count is below 394, creating a discrepancy. Dr. Barber is aware and suggested purchasing more computers to match the count. - Pete raised concerns about the lack of written approval for billing the higher count, noting audit risk. - An addendum will be created to formalize the billing arrangement and computer count banding. ### SCHARP Six-Month Review - SCHARP’s six-month review is due; onboarding was February 19, 2026. - A status report is due by end of July 2026, comparing progress to the original proposal’s 180-day commitments. - HIPAA compliance has already been achieved, ahead of the end-of-Q3 goal. - A 30-minute meeting will be scheduled for the week of July 6, 2026 to discuss the review. ### Client Updates - Alere: The July 2, 2026 meeting was canceled. - Carney: Rescheduling for the end of the week of July 6, 2026. - Avalon: Speaker 2 will follow up with Vance but is deprioritizing due to outstanding payments. - Ability First (Mashawn): Speaker 2 has an in-person meeting with Mashawn on Tuesday, July 7, 2026. Topics: Verizon switchover and ordering spare cell phones. ## Next Arrangements - [ ] [Speaker 2] Send Pete a copy of the failover test confirmation email sent to Mashawn. - [ ] [Speaker 2] Verify completion of all offboarding tasks for Jeremy Seibel. - [ ] [Speaker 2] Obtain a quote from John at PureList for backup circuits for two Sharp locations; target to have it on order by August 14, 2026. - [ ] [Speaker 2] and Mike Draft an addendum to the SCHARP agreement to formalize billing and computer count banding. - [ ] [Speaker 2] Prepare the SCHARP six-month status report comparing progress against 180-day commitments; deliver by end of July 2026. - [ ] [Speaker 2] and Pete Schedule a 30-minute meeting during the week of July 6, 2026 to discuss the SCHARP review. - [ ] Add all company sites to the to-do list for future failover testing. ## AI Suggestions > **AI Suggestions** > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The billing discrepancy with SCHARP presents a financial and reputational risk. While Dr. Barber has given verbal approval, there is no written agreement to justify billing for 394 computers when the actual count is lower. This needs to be formalized immediately to avoid future disputes. > 2. The server issues at the Digital Reality data center for SCHARP have exposed a critical vulnerability due to the lack of a proper backup circuit. Although a plan to get a quote is in motion, this remains a high-priority risk until a redundant connection is fully implemented.	Jul 2, 2026	Speaker 1 00:00:00 Yeah, 'cause I was like, wait, I can't eat this. There's no sauce. Speaker 1 00:05:16 Hi. You. Speaker 2 00:05:19 Caught me mid- bite. Sorry. It's okay, no, uh mail train. Speaker 3 00:05:24 You sound a little bit you sound a little better today. Speaker 2 00:05:27 I do, I feel better, I woke up and my bed was drenched in sweat. So I think that's a good thing. All right. Yeah and the meal- I know, Speaker 3 00:05:36 It doesn't sound like I know, it doesn't sound like a good thing. But it probably is, yeah, hey, if i send it, if i wanted to send you something, should i send it to your house or to the office? House. Okay. Yeah. Um, what's your address? Here, let me put it here. I'm gonna just send it in the chat. That's probably easier. Speaker 2 00:05:59 Uh, I almost gave you my old one. Speaker 2 00:06:19 You know, the problem with moving is you try to send over old information. You have to remember the new information. Speaker 1 00:06:28 So, there you go. Speaker 2 00:07:11 Would You like to hear good news? I would. I. Speaker 3 00:07:15 Always want to hear good news. Speaker 2 00:07:18 So we are ahead of schedule on the Elyar project. And ahead of budget. Speaker 3 00:07:25 Even better. Yeah. Speaker 3 00:07:31 And that is, um, and that's training and rollout or what is that exactly? Speaker 2 00:07:38 Uh, DLP. Um, not training. Training was the only thing that we've got to. That we're on track, but training is the only thing we got to get scheduled now. Uh, okay. Uh, pilot deployment, uh license activation, tenant, readiness, security items, all of that DLP, okay. Uh, privacy concerns all of that. Okay. So. That's awesome. Yeah. So Gabby did excellent on her part, and then I did a bunch yesterday and today, and got some items finished. Speaker 2 00:08:29 Now I'm trying to get the system to do the correct table. Speaker 1 00:08:36 Word and tables just don't like to work together. And. Speaker 2 00:08:51 Then I got to finalize uh some document policies for DTLA today, and I'm good. I am all caught up. Yeah. Speaker 3 00:09:08 Okay, look for something in about well, I'll tell you when it actually is on its way, But should be I think probably by the end of next week or so at your house. No worries. And I think you will, I think you will like it. It's something I've been meaning to send you for a little while, but, I figure now that you're healthy, you might like. Speaker 2 00:09:31 Yeah. So, Speaker 3 00:09:34 Yeah, if anything this last couple weeks have taught me, you know things will unexpectedly happen that you never think will happen. Yes. Absolutely. So I sent you a note this morning about this failover testing thing for ability first, and I want to make sure we get that scheduled. If at all possible, it would be nice next week, But it's something we got to schedule off hours with whoever's up at camp when it's not going to be disruptive to them. So, I told Michelle. Speaker 2 00:10:10 She did it last week. Speaker 3 00:10:11 Gabby did so she already tested the failover. Okay, yeah. Speaker 2 00:10:17 Okay. They did it. Speaker 3 00:10:19 I knew we tested both circuits, but I didn't know if we had actually tested the failover. Yeah, so. Speaker 2 00:10:25 That happened, I believe it was Thursday morning, because I was feeling a little bit better and I checked my email that morning. So whatever morning was when I was feeling a little bit better, But I still wasn't discharged. Speaker 3 00:10:36 Because I sent the email yesterday to Gabby and asked," Did we are?"" I think we already did this." Didn't we But then I didn't get a reply, so I was like, Well, maybe I am mistaken because i I saw the email. I went back to Gabby's emails, where she said we found the issue that we fixed, but then I didn't find anything that actually said. We did the failover test and it worked. So i, wasn't sure if we actually had done that so. Speaker 2 00:11:05 Yeah, she had confirmed it with Kelly. Gabby did. But she never confirmed it to Mashawn, and I never followed up with her confirming it to Mashawn. And so Gabby asked me today if I had followed up, and I said no. So, she went ahead and sent an email to Mashawn today, just to let her know what happened. Did she copy? Speaker 3 00:11:22 Did she copy me? She did not. Okay, Can you send me a copy of that? So I know that it went to Mashawn? Yes, I don't know why Gabby didn't copy me, because uh, you know, she knew I was in the loop, but anyway, okay, Speaker 2 00:11:37 Yeah, no worries. Speaker 3 00:11:40 Uh, I just want to make sure that Mashawn sees the loop closed because I told her we would do that. Yeah, so okay. Um, and I think that whole termination thing went okay, But maybe you can just make a hundred percent sure that everything got squared away on that one. The That was because she called me that day and said, we're terminating whatever that guy's name was uh. Speaker 3 00:12:10 She said she had told you about it, but then you were out. So she said we're terminating uh. Speaker 1 00:12:25 Wasn't David Ortiz because that one happened a month ago. Speaker 4 00:12:37 I'm trying to go back through the notes I wrote down. Speaker 3 00:12:50 I Think I actually wrote it on something that I didn't keep. But she she had called me and basically said, we're going to be terminating. It was a it was an executive person. Speaker 2 00:13:02 Last week. Was Jeremy? Speaker 3 00:13:04 I think it was Jeremy. Speaker 2 00:13:06 Oh my god, that made my life so much better. Speaker 3 00:13:08 Jeremy Seibel Yeah, they terminated him last Friday so, She said, "We're terminating Jeremy Seibel," and she was going to call me when they did it. So she called me at like three. She'd called me and gave me the heads up at like one o'clock or whatever on Friday, and then I then she called me at like three thirty and said, "It's done." And I called Olivia, so she logged him out and disabled his profile and all that stuff. And then they had her; they they sent a note to um. Speaker 3 00:13:43 I copied you and they sent a note to uh. Mashawn and asked her to fill out the offboarding form. I just want to make sure that all that stuff got. Got completed. Speaker 2 00:13:56 You have no idea how much better you just made my day. Speaker 3 00:13:59 I thought you saw it all because because I thought she had said I thought she had told me that she had already mentioned to you that it was going to happen. So, Speaker 2 00:14:07 She she had mentioned that the board was unhappy with him. And that Sergio was unhappy with him, and that there might be a termination, but it was all up in the air at that point. So. Speaker 3 00:14:22 Nothing was confirmed yet. Um, because he was making my life a living hell. Is he the one in finance? Speaker 2 00:14:31 No Carl, that's Carl. Carl is amazing. Uh Lucio uh reported to Jeremy. But Jeremy was just he was trying to take over the business and try to take over Sergio's job. And he was just a pain in the ass. Speaker 3 00:14:47 Okay, well, he's gone as of last week, so just so you're aware. Okay, Speaker 2 00:14:53 That makes my life so much better. Speaker 3 00:14:55 Okay, so there you go. Speaker 2 00:14:57 He was making my life a living hell. Speaker 3 00:14:59 So okay now you are smiling, so there you go Yes Um So maybe maybe just make sure that everything, Has a bow on it with that one, and just everything should be done with it. But I just want to make sure nothing got missed. Um, And then anything we need to do as a follow up like what what was the reaction to the server issues at Sharp yesterday? Any fallout from that? Like, did they think we dropped the ball on that Was that No. Speaker 2 00:15:32 Uh, so Nelson is the only person who sent an email, and he's your Bachman director. Um, he just sent an email and said, "Hey, I wanted to follow up on this issue. Have we reached a resolution or determined the cause of it?" Um, and he was the only one that mentioned it. And I explained to him, "Hey, it was at the data center with the servers. They're still testing on the issue to see what comes of it." Um, and he was happy with that answer. So uh Nelson's the only one. And everybody else I think pretty much understands the issues we've been having with the data center. So. Speaker 2 00:16:07 Um, we've been good in that area, but they're still working on it. I think there's an SPF to die. And so I asked Robert to get with Gabby to see if we have one in office that we could just take out there and replace. But. Speaker 3 00:16:20 I thought I thought it was related to the credit card situation. Speaker 2 00:16:26 At first, that's what I was told, but then it turned out there's also an issue with SPF. Oh, okay It's a double issue. Speaker 2 00:16:38 That was the message I sent to the people in channel today. Speaker 3 00:16:42 Okay, so it was it was an SPF. So, do they not have an alternate circuit that like has any kind of dynamic failover or anything or what? Speaker 2 00:16:53 No, and we've been asking them to upgrade the circuits and get the backup, and they've just ignored me for this entire time. But finally we got through to them yesterday. It was like hey, we got to have this. For the longest time, they kept saying," Well, we're not your internet service provider." I am like," Yes, you are." Um and so who is that? Speaker 4 00:17:15 Who is they? Speaker 2 00:17:16 Uh Digital Reality. The company that owns the data center. Speaker 3 00:17:24 So is theum so is the uh. Speaker 3 00:17:34 Why don't we just get a circuit with another carrier, and bring that in and get it configured. I mean, what what do they have for router and all that stuff? Speaker 2 00:17:44 Some they have a Meraki router in there, and or not router uh Meraki firewall in there. And I believe there is an AT&T backup that is in there, but it's very low bandwidth. That's not utilized at all. So I have already gotten approval from Doctor Barber to, Two weeks ago, Right before I left to start exploring what it would cost to get a backup circuit in place, it would be better. Speaker 3 00:18:09 Okay. All right. We should make that a high priority and then and get uh, you know, get help on it if you need it. Get help from either Gabby or Kevin or somebody if they need to or I would think Robert could handle that right? I mean yes, Speaker 2 00:18:24 Robert's handling all of it. I had to get involved yesterday because they forgot to add Robert to one piece at the account. Um, but they've added him now, and so he and them are working on it. He's doing really well with that. So I am going to reach out to John and get a quote because we do have PureList in some locations. Uh, just to get a quote started on the backups for uh the main location. So the twenty twenty six ten industry, and then the Krenchoff location to get backups. Okay So. Speaker 3 00:18:60 Let's see. I'm gonna add this to the tracking list. Speaker 2 00:19:26 Sorry, I'm still munching while we talk. I woke up. For the first time in two weeks, starting. I think that's a good thing. Speaker 3 00:19:37 So I'm going to set a target date for like August fourteenth. Hopefully, we can have a quote and. Speaker 4 00:19:51 Have it at least on order by then. Speaker 3 00:20:04 Um, and where do we sit with SCHARP computer costs? What did we end up billing? You said Chris, uh, you said uh Christian already billed something. Speaker 2 00:20:15 He he went ahead and rebuild what we've been billing the last couple months. Um Doctor B has already signed off on whatever we need to do. Um, but I just need you or Anzor or mostly you just to approve that table I set up or give me a better idea. Speaker 3 00:20:32 I mean, I'm okay with that table as long as Doctor Barber has a, you know, has signed off on it or whatever. I mean, we we just have to getum we just have to get him him to approve it or whatever. And then so let's so. So what did we build on this month then? Speaker 2 00:20:54 So we built on the standard three ninety four that we had been building. Speaker 3 00:20:59 The standard three, because I thought last month we only billed them. I thought last month we only billed them like three, like less than three hundred or something. Speaker 2 00:21:10 Uh, they went back. I had they billed them before talking to me. They had asked me for information and then went ahead and billed at the wrong amount. So they retracted that invoice and sent out an updated invoice. And so the updated invoice was at was at the correct amount. Speaker 3 00:21:26 At three ninety four because I thought the updated invoice was only gonna was only like three, twenty or something. Speaker 2 00:21:32 They no, the updated one is at the three ninety four. Speaker 3 00:21:35 Okay, so we still are consistent with three ninety four then. Yes. I see okay. Speaker 2 00:21:42 Yep, and I double checked yesterday, the invoices. I'll show it to you real quick. Um, Speaker 3 00:21:49 I mean, i can go into QuickBooks and look at the invoices too. Real quick. Yeah. Speaker 2 00:21:56 I I don't have QuickBooks. They're QuickBooks. I just have the, so this is what they sent originally. I mean, Speaker 3 00:22:01 All all QuickBooks does is it basically just pulls a similar invoice that we have in uh, okay, in Connectwise so it's fine. Speaker 2 00:22:10 So, this is the one they sent originally, and I was on vacation when they sent it uh. And then they sent this one and then did a credit memo for this one. And so this is the one that James brought to me for my approval uh two weeks ago. And I signed off on it. And then this is the one that was sent out on Monday. Speaker 1 00:22:33 Okay. And. Speaker 2 00:22:40 Then just so that you're aware, uh, Doctor Barber approved me to approve any invoices under$ 5, 000 without getting his say- so on it. Speaker 3 00:22:52 So what are we going to do? What, are we going to do with them to explain why we're billing them at three hundred and ninety four computers, if they don't have three hundred and ninety four computers. Speaker 2 00:23:01 Now So he knows and he's aware. Um, He said we can go ahead for the next two months until we figure out banding, to uh bill or he just buys more computers. That's what he said, literally, I will just buy more computers. So Okay He's such a great guy. Such I know, Speaker 3 00:23:23 I know he is. I just but I don't want this to come back later if something happens to him and they go, You guys have been overbilling us for a hundred computers for the last six months, and we say, well Doctor Barber said yeah. Well you are making that up. You know that because that's that's what happens in these kind of situations. Doctor Barber gets sick or God forbid something happens to him, and then somebody comes in and does an audit. And they say, Crimson IT has been screwing you guys for the last year. And. We don't have anything in writing showing he approved this, and then we we look like we've been scamming them, right? So I want to I want to get this tightened up by next month. That shows this is what we're doing officially. And, this is their real computer account and this is the banding that we're doing. So let's get that let's get that worked out. Speaker 2 00:24:14 Mike to create an addendum to agreement. Okay. Speaker 1 00:24:32 Alright, so I'll ask Mike and I'll I'll get with him a little bit later. So he was. Hang on one second. Speaker 3 00:24:45 Okay. Is there anything that we need to do for them? I think at some point, We probably need to talk about and I don't want to do it today, But you and I need to get together and have a thirty minute conversation specifically about SCHARP and specifically about Ability First, and the goals that we had set for them. Um, in our original proposal and where we sit on those. So, let's do that if we can either next week or the week after for SCHARP because. Speaker 3 00:25:22 When did we onboard them? Speaker 2 00:25:24 Uh, February nineteenth. Speaker 3 00:25:26 February, right? So it's been it'll be six months in this month. So, We need to probably deliver some sort of a status to them by the end of July on where we sit at the six month marker. And what we said we would deliver by six months. Um, and I don't really know where we are. It's okay. So yeah. So we need to get some tangible measurements, And we either need to I don't know if we want to have an in person session at some point. Um. My July and August are pretty, jammed up, but I will be out there. Actually, I'm going to be out there at the end of July on Thursday Friday before the picnic. If we did need to do an in person, we don't have to do an in person, but um. Speaker 3 00:26:18 If we did need to do one, I could be there Thursday or Friday the thirtieth and thirty first, because I'm going to be out there on August first for the picnic. Or, We could. But in the meantime, let's look at, let's start with SCHARP because that's got the tighter deadline. So, maybe you can put something together on where we sit with here were our here. Were our commitments. And what we said we would do by a hundred and eighty days. And here are the things we've actually done. And if some of those have changed, we've delivered other things. We can say that, but the things that we said we'd deliver, what have we delivered? What haven't we delivered? And where are we on the things we haven't? Yeah. And, then let's you know, let's let's probably talk about where we are on the things we said we would have delivered in the first year also. So so can give a status on those. Speaker 2 00:27:09 So if you'd like the good news. Uh, We would say we said we would have them HIPAA compliant by the end of Q3. We're already done with that. Speaker 3 00:27:19 That's even better. That's wonderful news. Yeah, So let's let's get let's get thirty minutes next week, and we can talk through that. Um, Absolutely And then what else do you have for today? Speaker 2 00:27:34 Uh, I have a meeting in four minutes with a Alere, just to give them a heads up on where we are with everything. Um, DTLA, I see an email in my inbox from Susanna, but I haven't had a chance to take a look real quick. Um, and I'll I'll take a look at that in a bit. So and then uh with with those two, I think I'll be uh on time with my schedule. And then um everything else the team has handled wonderfully. Speaker 3 00:28:10 Is Carney been rescheduled? Speaker 2 00:28:13 Carney is being rescheduled for end of next week. Speaker 3 00:28:17 End of next week, okay. Speaker 2 00:28:19 Jason Yu's assistant Evelyn, uh she's working on getting the schedule finalized, but she's okay. There's a date that they're proposing is end of next week. Okay. And I think Barker rescheduled uh Julia got that one scheduled so, Uh, I haven't got an email back from Vince yet or Vincent? No, not Vincent. Vance from Avalon. Um, so I'm gonna reach out back out to him this afternoon. Okay. I'm not I'm not prioritizing them and I think Vance knows that um but I'm not prioritizing them because they still owe us money. Okay, So, I'm getting it done. Speaker 2 00:29:07 I'm just not gonna prioritize them over other clients that are. That, you know, pay the bills. Speaker 1 00:29:16 Okay. So. But I'm also not gonna make them feel like the redheaded stepchild either. Right. Speaker 2 00:29:27 My meal train got me baklava today. Oh nice! Yeah Makes me super happy! Speaker 3 00:29:36 All right! Let me see if there's anything else I had on my follow-up list too. Speaker 2 00:29:43 Do, we want to do that failover test with all sites for all of our for? Speaker 3 00:29:48 I want to I want to put that on a on a list of to-dos. I think, you know, we we can't do them all right away, But I do want to put that on the list of of tasks to do. Soum Have. Speaker 1 00:30:04 Oh uh. Speaker 2 00:30:05 Alere is canceling meeting. Speaker 2 00:30:08 Uh. Say that again. Alere is canceling today's meeting. Okay. Uh okay, Cancel currentum I have a meeting with Michonne on uh on Tuesday. So and I'm going to be there in person. Speaker 3 00:30:36 Okay, nope. Speaker 2 00:30:37 Um, so is there anything you need me to go over with her? Just let me know via email. Speaker 3 00:30:42 I don't know of anything. I don't know of anything that we need to do with her, except for them. There were the phones follow up to get all those phones out of there. And then she said you were working on that Verizon switch over. Yes, And that's that's a that's a hot one. So make sure that you've got some sort of a status update for that. And uh, and she was gonna order. She was gonna order some spare cell phones, and I think those were the items that I can remember. Speaker 2 00:31:14 Um, We're gonna be working with Intertel is the way that I'm planning on going with that for the Verizon switchover. But also we're moving uh account managers within Verizon to same one that Sharp has. Okay. His name is uh not Jose. Maybe it's Jose? I have to look at my phone. I can't remember his name off the top of my head. He's great. We love him. Okay, sees me about every other week at the Sharp office just to check in, brings cookies. Speaker 4 00:31:48 All right, so. Speaker 2 00:31:52 Cool. Yeah, Speaker 3 00:31:56 Okay, we'll have a great rest of your day. Have a great weekend, get some rest feel better, and we'll talk next week. Speaker 2 00:32:02 Awesome. Thanks Pete. Speaker 3 00:32:03 Okay, thanks Chris. All right bye-bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=dbfd8b62-3f05-43d8-b3c4-07f79e19ee3d&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA1NDExNiJ9.CgoKBHNuaWQSAjY0EgsIvNXk04n2sD8QBRoNNTQuMjM2LjIwMi43NyosdW1wajc1TGlQSCtBSEtOV0U3cy9hN2hJRGZJOGhuZEFtQTViRlZoaGdhYz0wmgE4AUIQoic99Z1wAAD2GKhHx4TBGUoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.BbyLJ5pHHY6CnCMJMlfeZpY4qhaPiwuyx7At9tbZ8gI&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	—	day-verified 2026-07-16 (7/2 = 8.86h)	—	—	—	✓
05-06 Meeting: Kickoff and Timeline for IT Security Assessment at Maverick Gaming	## Meeting Information > Date: 2026-05-06 13:58:31 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] [Speaker 6] [Speaker 7] ## Meeting Notes - Topic Title: Kickoff for IT Security Assessment at Maverick Gaming - The meeting kicked off the IT security assessment project for Maverick Gaming. - Agenda: introductions, timeline and milestones, required checklists, and next steps. - Crimson IT roles: Project Manager (Segrid), Security Services Manager (Anton), VCIO (Jason), CIO (Christy), COO (Pete). - Maverick Gaming primary contact: Ross, Director of IT. - Additional attendees joined during the call: Jeff and Anzor joined after introductions. - Conclusion: Project officially initiated with roles and scope acknowledged. - Topic Title: Project Timeline and Phases - Duration: 4–6 weeks, contingent on timely data delivery. - Phase 1: Kickoff and information gathering (Week 1, starting immediately). - Phase 2: Initiate Washington site assessments. - Licensing status: Colorado license obtained; Nevada license application submitted. - Phases 3–4: Activities for Colorado and Nevada sites when licensing permits. - Phase 5: Cloud and M365 assessment between Week 2 and Week 3. - Phase 6: Analysis and reporting. - Phase 7: Review sessions. - Note: Nevada licensing may be quicker; a “30” turnaround was mentioned (likely days). - Scheduling constraint: Ross will be unavailable all day on 2026-05-13 due to a right knee meniscus procedure. - Conclusion: Timeline accepted; availability constraints noted. - Topic Title: Access, Licensing, and Data Collection Approach - Colorado: Two team members hold Colorado gaming licenses; direct access expected once configured. - Washington: Direct access expected; minimal need for shoulder surfing. - Nevada: Will likely require more support; provider-level license application submitted for the company; process more intensive. - Ross to coordinate access, potentially using Cisco VPN and provided usernames. - Primary approach: Send updated questionnaire to Ross; Ross will collect and return data efficiently. - Clarification: The previously sent checklist is outdated; an updated version will be provided. - Size and turnaround: List is “not so big”; “forty to fifty” items; some data already held. - Tools and access scope: Prefer read-only access; needs include firewall rule verification, antivirus portal, SIEM tools. - Conclusion: Data collection will proceed via the updated questionnaire and scheduled technical coordination; access to be arranged per site and license status. - Topic Title: Training and Internal Activities Impacting Scheduling - Speaker 2 has intensive training days for Sharp and Ability starting immediately and is rolling out MFA to everyone by 2026-05-15 (Friday). - Back-to-back trainings today and additional training next week. - Speaker 2 will join off-camera temporarily due to lunch; availability offered via calendar. - Conclusion: Training schedules acknowledged; coordination will account for these constraints. - Topic Title: Next Steps and Coordination Plan - Send the updated questionnaire to Ross for completion. - Coordinate technical call(s) with Ross via Microsoft Teams to arrange access and tool installation. - Crimson IT team (Gabby and Kevin) will follow up with Ross to compile received data and schedule work. - Proceed with site access for Colorado and Washington; collaborate closely with Ross for Nevada until licenses are approved. - Conclusion: Clear next steps defined; technical coordination to move offline with Ross. ## Next Arrangements - Immediate Actions - [ ] Send the updated IT security assessment questionnaire to Ross. - [ ] Ross to compile and return requested information from the questionnaire. - [ ] Crimson IT team (Gabby and Kevin) to follow up with Ross to compile data and plan subsequent steps. - Access and Scheduling - [ ] Schedule a technical call with Ross via Teams to set up access and tools (e.g., Cisco VPN, read-only credentials). - [ ] Begin assessments for Washington and Colorado sites once credentials are provided. - [ ] Coordinate Nevada access workflows with Ross until the provider license is approved. - [ ] Account for Ross’s unavailability on 2026-05-13 when planning meetings. ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. Confirm the exact turnaround time for the questionnaire (a firm due date was not set; “end of this week” was mentioned earlier but not tied to the updated checklist). > 2. Define the specific access levels per environment (read-only vs. elevated) and document security approvals required for each. > 3. Clarify and document the “forty to fifty” item checklist contents to avoid ambiguity and ensure completeness. > 4. Establish a detailed schedule for Phase 2–5 activities aligned with licensing milestones, including contingency plans if Nevada licensing is delayed. > 5. Capture and share a single point of contact list and escalation path across both teams to streamline coordination during training and availability constraints.	May 6, 2026	Speaker 1 00:00:01 H mm. Giving a checklist, yeah, the new checklist to them, and they can check it. Yep, and then if they can provide it before. End of this week. Mhm. Yeah, but yeah, I think the important questions should be asked today. Speaker 2 00:00:21 How was my favorite? Speaker 1 00:00:22 Hi, Chrissy. Hi. Speaker 2 00:00:27 U h, Jason, I have a bunch of stuff for you. I am just i am swimming today in the deep end. So give me some time. I have a few things that I am going to hand you over for Foothill, but Just when you need me, call me. Grab some time on my calendar. I'm more than glad to walk you through everything. Speaker 3 00:00:51 I love it. Thank you. You're welcome. I'm going to need you. Speaker 2 00:00:55 Yeah, I figured as much. This next couple of days is like massive training days for both Sharp and Ability. First. Start because we're rolling out MFA to everybody by next week, next Friday. So I have two back to back trainings today, and then I have Uh, Speaker 4 00:01:13 Training next week. This transcription is ours only, right? Yes. Okay. Speaker 1 00:01:24 Oh gosh, I hope Ross. I did send him a lot of follow- ups, reminders. No problem. No problem. Speaker 2 00:01:37 I'm staying off camera because I'm eating my lunch, but I'll join as soon as I'm finished. I am scarfing food down. Speaker 5 00:01:45 Lucky lunch. I'm dreaming about breakfast, not about lunch. Speaker 5 00:01:55 That's great. Hello, Ross. Speaker 1 00:01:59 Oh, hi, Ross. Hello. Okay, I think everyone is here. Let me just check. Okay, and so we'll not be joining us. Thanks. We can start. So good afternoon, everybody. So. This meeting is our kickoff meeting for the IT security assessment project for Maybrick Gaming. So this um our agenda is actually as follows introduction of Crimson IT team. Timeline and milestones, um, checklists needed from Maverick and others, and next steps. So. Um, I will be introducing um the Crimson ID team. So hello again, I'm Segrid. I will be the project manager for this project for this um engagement. So we have we also have here. Speaker 1 00:02:48 Um, Anton, he is the manager of the security services. We have here um Jason, He is our V C I O, and we also have here our very own Christy, which is our C I O and Pete, which is our C O O. So um guys we have here Roz, he is the director of I T of Maverick Gaming. And our point of contact right now. So, anything else you want to add in our agenda before we want to start? Speaker 1 00:03:20 Yeah, I'm good. Okay, alright, so um let me just quickly. Share my screen. I'm not going to go into the details of that. Okay, so I'll be showing you our um project timeline and milestones for this project. Um, in our in the code sign it says four to six weeks. So four weeks, if we get everything on time and six weeks, if we still have data uh that we need or still, we're still waiting for some data that we need. So. Here, um, phase one is our kickoff and information gathering, which will hopefully start today. So that is week one. Phase two we have. Speaker 1 00:04:16 Where where we can start, um Washington site assessments. Oh, before anything else, I just want to inform you that we already have the gaming license for Colorado. And for Nevada, our application has been submitted already. Just for the record. And then, yeah, Speaker 4 00:04:37 Ross, we have two of our folks. That got their Colorado licenses, so we we should have the ability toum. To get on and actually collect that directly once we have access all set up and and that kind of stuff. So hopefully that. Alleviates us having to have you uh log in and shoulder surf for us. And I think you told us that Washington we should be able to get most of that directly as well. Is that right? Speaker 3 00:05:03 Yep. Yep. Speaker 4 00:05:05 Okay, that's fantastic. So. So I think Nevada is going to be the is going to be the one that's going to be. We're going to probably require the most help from you, and as far as like the shoulder surfing piece goes, but Anzor does have his gaming license submitted. So, you know, we all know that doesn't happen overnight, but. But it has been submitted, so we'll see how long it takes to get it. Speaker 6 00:05:32 Nevada's pretty quick. Nevada's not too bad. Thirty round time. Speaker 4 00:05:35 Yep. Okay. Speaker 1 00:05:41 Okay, so okay, and then we have phase three and phase four where, and we can already do both Colorado and Nevada. And hoping we can get that Nevada license as soon as possible. And then phase five is when we can um will do the cloud in M, three, sixty five assessment. So that's like between week two and week three. And then phase six is analysis and reporting. And then review sessions. We have phase seven. So if you have any questions during this timeline, let me know. Speaker 6 00:06:17 No, I'm good. Just one thing to note for your guys side. Next Wednesday, I am out all day. God, I have to. Pete, you might know about this, but I tore my right knee. I tore meniscus. Speaker 6 00:06:37 In my right knee, So I got to go have that all taken care of as much as possible. So. Speaker 3 00:06:44 Okay, I'll take note of that. It's not a fun recovery. Speaker 6 00:06:49 I've heard. Speaker 1 00:06:53 Okay, so I'll be taking note of that one. And okay, if you don't have any questions for the project timeline, we can. I'll move on to the checklist. So I have here Jason and Anton. They'll be asking you some of the access that they need and some of the data that they need. So I'm Jason and Sun. Speaker 5 00:07:12 Okay. Who's gonna start? Go ahead, Anton. Speaker 5 00:07:21 Yeah. Uh, okay. Do you want me to pull out the questionnaire form? If you don't mind. Speaker 7 00:07:32 H ello, hello folks. Sorry I'm a few minutes late. Speaker 1 00:07:36 Oh yeah, okay. Hi, Speaker 4 00:07:37 Anselm. So since we started, it looks like Jeff joined and it looks like Anzor joined. So we've got a couple other folks that joined since we started, since we did the intros. So just figured I'd add that as well. We. Speaker 5 00:07:52 Have prepared the questionnaire form. So yeah, let me start. The primary IT contact and phone number. It's gonna be in my understanding. For us. Yep. Speaker 4 00:08:10 Yeah, I think we have we have some of this already, right? Um. So is it better, Ross, For us to send this over to you and get the information back? Or do you want us to walk through this now? Speaker 6 00:08:26 The best thing is send it to me, and then I'll just grab everything and send it back. That's, Per fect. That's why I do it gaming all the time. So okay, got it. Pretty efficient that way. Speaker 1 00:08:36 Yeah. Uh, the one that I sent to you, it's outdated. So I'll be sending to you the updated one. Speaker 5 00:08:41 Already updated. Yeah. Speaker 4 00:08:44 Okay. How long, how long can we how long do you think it would take to turn this around? How many uh, how big is this list? Um. Speaker 5 00:08:53 Oh, It's not so big. Speaker 1 00:08:56 Yeah, maybe forty to fifty years, but. Some of it we have already. Okay. Yep. Speaker 4 00:09:03 Okay. So so we'll send that one over. Speaker 5 00:09:08 The most critical is uh for us is how we're gonna get the access uh read only. Or are we gonna do it through the like remote session. Whenever we need to check, verify firewall rules, additional for example. Anti virus portal or CM tools that you are utilizing. So. Speaker 7 00:09:33 We already got approval forum. Yeah, Speaker 4 00:09:40 I mentioned Anzor that we've got our Colorado license and Ross had said that Washington should be open for us. So it's really down to Nevada. Um, so so really I guess Ross, but it's kind of. How do we physically get access? And then what level of access can we get once we have? Access to the environments. Speaker 6 00:10:06 Right. Let me I'll go through stuff and kind of see what you need. And we'll kind of go from there. It's all a pretty quick process. Um, and if need be, we'll do a Cisco VPN. And, U h, just use the username like like we do. So okay. Speaker 7 00:10:30 Perfect. Perfect, look, look, and I think we we also applied for Nevada, right? Uh, but for Nevada we're getting the N like. Provider license effectively, which will cover entire company. So that process is more intense and might take a little longer. When it comes to Nevada, we'll definitely have to work hand in hand with you, Russ. That's fine. We have access for other locations, right? Those locations we could probably. Run on our own, uh, once you provide us with the credentials. Speaker 4 00:11:04 Yep. Yeah, I was hoping I could go down and get fingerprinted like I did when I was in gaming before, but. It wasn't quite that easy. Okay. Speaker 7 00:11:17 So. Um so we're gonna send the notification to Ross right like this list of uh questionnaire. Um and off we go, right? Like effectively. Then we just coordinate the access, past this review. Anything we need to discuss in details on this call? Is there anything Jeff wants to go over? Speaker 7 00:11:47 No, I'm good. I'm good. Yeah, sorry. I'm listening in, But it looks like you just got to get a bunch of data from us, right? Speaker 6 00:11:57 Yeah, yeah. It's kind of like a gaming audit, Jeff. Yeah, it really is. Speaker 7 00:12:03 That's right. That's exactly right. Um, okay. Uh, Pete, anything else we want to go over? I think we have the next step. I think Russ is on board, right? Speaker 4 00:12:14 Yeah, I guess I guess for from Sagar, Jason or Chris, Was there anything else we had that we needed to actually talk about? Or do we just need to gather information by sending some some uh questionnaires over to them? Was there, anything else Sagar that you that we needed to actually ask real time? Or Jason. Speaker 1 00:12:36 My questions are all in the checklist. Yeah. Speaker 3 00:12:38 Okay. And. Speaker 7 00:12:40 I think Go ahead. Yeah, I was thinking that we should start there, right? And I think you guys can take this offline and one on one with Ross. Start coordinating the tools install, getting access. Credentials and stuff like that, right? Yep. Speaker 7 00:12:59 So so I don't think we need everyone on this call to do that, but just schedule another technical. Call and. And let's start rolling there. Right, fourteen eight shipment of the nuke and all the typical things we do. Speaker 4 00:13:18 Yep, that should be it. Speaker 1 00:13:20 Yeah, I was speaking of that. Ross, do you have likeum specific time that we can block in your calendar? So thatum we can also schedule our tech to work with you. We'll be the one to adjust. Speaker 6 00:13:36 If you want, we can. If if you want to just uh Teams call me direct. I can set that up with you. Speaker 1 00:13:44 Got it. Okay, Speaker 6 00:13:45 So we can go over. The whole calendar thing. Speaker 1 00:13:49 Okay, got it. And Ross, Speaker 3 00:13:51 My team will uh will be in touch with you. I think you've spoken to Gabby and Kevin uh before. So they're uh they're ready to go. So once we get some of this data, We'll start to compile it. We'll we'll figure out what the next steps are for them. And they'll be in touch with you. We'll get on your calendar and we'll get to work. Speaker 6 00:14:13 That was good. Speaker 4 00:14:14 No problem. All right. Sounds like we got what we need. We got a game plan, so all right. Thanks everybody. Cool. Have a great day. Thank you. Have a great afternoon. Thank you, okay, good talking to you guys, bye- bye. I'm not going to be able to do that.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=b91153e0-a70a-48c5-b251-9be63fe6f0f6&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODEyOTg1NCJ9.CgoKBHNuaWQSAjY0EgsIqvPu3Nn9lT8QBRoLMy4yMzUuNjQuNTAqLFNQeEdoL1hYMm51SHJCOWgybUxQa3FkeUVacXVWb2hYOVlucXRkY3lud1E9MJoBOAFCEKIRLCSPwAAQj26sNbAJM8pKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.wke-PylHITIpfiJwc6Jj4SnafaThq9QIJYMDFCElpio&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
06-17 Meeting: Cloud Teams SSO Rollout, Connector Setup, Licensing, and Training	## Meeting Information > Date: 2026-06-17 10:58:39 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] ## Meeting Notes - Topic Title: Cloud Teams SSO and Initial Setup Scope - Description: - Goal: Align on Cloud Teams rollout under quote "75 14"; confirm scope and inputs for SSO, connectors, and training. - Scope covers: SSO configuration with Microsoft (primary IdP), authentication flow validation, user provisioning, access controls, and role assignments. - Billing: Direct billing to client; an active credit card required only at go-live to avoid early charges. - Platform note: Setup will use Cloud Teams (not Cloud Enterprise). - Conclusion: - Client-side admin ownership: Vance and Michael. - Microsoft confirmed as the identity provider. - Topic Title: Connector Setup and Validation - Description: - After SSO, the team will configure connectors (starting with Microsoft connections). - Client to provide a list of required connectors (e.g., potentially Salesforce and others). - Team will verify connector availability in Cloud, configure, test data flow, and document configurations. - Cost awareness: Some connectors may incur costs within their own applications. - Conclusion: - Client to deliver the connector list before kickoff. - Topic Title: Training Plan and Token Usage Best Practices - Description: - One-time training delivered via two sessions to accommodate schedules. - Preferred training days: Thursday and Friday. - Topics: account access, basic usage, token usage, limits, and cost awareness. - Reference guides will be provided, tailored to usage. - Conclusion: - Training dates to be set at kickoff; two sessions will be scheduled. - Topic Title: Licensing and Usage Tiers - Description: - Initial plan: $25/month per user. - Upgrade options: $100/month per user if usage requires; some users may need the $100 tier. - Note: Speaker 5 personally uses the $200/month plan; advisory that ~half of users may need the $100 tier. - Licensing to be managed directly through Anzor; initial setup by Crimson with client owning user management. - Conclusion: - Client will manage ongoing licensing and user administration. - Topic Title: Separate Project: Jimbo 9000 and VM Hosting - Description: - Jimbo 9000 is a separate project with its own quote. - Client needs a VM setup for hosting Jimbo and additional Avalon apps by early AI adopters. - Hosting recommended within existing Microsoft environment/VMs. - Quote status: Confusion noted; one accepted quote relates to Cloud integration; Jimbo quote to be resent/updated. - Additional scope for VM may add ~2 hours to the Jimbo quote. - Conclusion: - Client to email additions to scope; Crimson to update and resend the Jimbo quote. - Topic Title: Scheduling and Kickoff Timing - Description: - Current meeting is pre-planning before formal kickoff. - Crimson availability is tight for two weeks; kickoff likely at the beginning of July 2026. - Internal scheduling depends on receiving user and connector lists. - Conclusion: - Tentative kickoff: early July 2026, pending inputs and approvals. - Topic Title: User Readiness - Description: - 12 initial users planned; Katie has encouraged users to read "The AI Driven Leader" and use Claude over the past year. - Expectation of a smooth launch with the initial 12 users. ## Next Arrangements - Action Items: Cloud Teams Setup, Connectors, and Training - [ ] Provide final 12-seat user list (names, emails, roles). - [ ] Provide required connector list for Cloud Teams. - [ ] Confirm licensing administrator(s): Vance and Michael. - [ ] Share preferred training dates (two sessions, Thu/Fri) at kickoff. - [ ] Prepare active credit card for Cloud billing at go-live. - Action Items: Jimbo 9000 Project and VM Hosting - [ ] Send email to Crimson (Christi, Mike, Julia) detailing additions for Jimbo 9000 scope (including VM hosting). - [ ] Crimson to update/resend Jimbo 9000 quote with added ~2 hours for VM setup. - Scheduling - [ ] Align on kickoff date in early July 2026 after inputs are received. - [ ] [Insert more] ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. Clarify and confirm the exact quote numbers and contents for Cloud Teams setup vs. Jimbo 9000 to avoid confusion. > 2. Determine whether any non-Microsoft connectors (e.g., Salesforce) will be included; provide a complete list for configuration and cost review. > 3. Identify which subset of the 12 users may require the $100/month plan to manage budget expectations. > 4. Confirm VM specifications and hosting requirements for Jimbo 9000 and additional Avalon apps within the Microsoft environment. > 5. Set target training dates and times once kickoff is confirmed to ensure user availability.	Jun 17, 2026	Speaker 1 00:00:08 Happy Wednesday. Speaker 2 00:00:10 Yeah, likewise. Yes. Afternoon, producer. Speaker 3 00:00:17 Hi everybody. Long time no see, how's it been? How's uh how you been? Good, I've been pretty busy but all good. Yeah, I'm sure. I just realized my monitor is all crooked. Speaker 4 00:00:37 How many people joining us, Michael, from your side? Speaker 3 00:00:41 It might just be me and Vance. Okay. Vance, do you know if Katie and Michael are joining? They were invited. Speaker 2 00:00:50 No, I don't expect them to join. Speaker 3 00:00:52 Okay. Yeah, I think it's just me and Vance. Speaker 4 00:00:56 All right, let's start. Thank you everyone for joining. I'm Julia Kronfli, Crimson IT Project Manager. And I'm sure you know Christi Brown. She's our CIO. She's going to lead this technical delivery for this engagement and Sigrid. Paul is not here, Sigrid is supporting project coordination with me Oh and Paula is here too. The goal today is to align on the cloud enterprise rollout under the quote 75 14, confirm scope, capture the key inputs we need for SSO user setup, connectors and training. And, we will focus on discovery and planning, so we can make sure everything is ready to move forward once we have an approval to move forward. Thank you again for joining and I will pass it along to Christi. Speaker 5 00:01:52 Hey guys. Okay, so what we're going to do today, like Julia said, just go over the scope of work, make sure everything is in there that is correct. And then I want to cover like what we're going to be doing, where how we got to get it set up. And, then from there, we're just going to confirm and then we'll wait for the actual kickoff date. So any questions about that? And then I'll get started on SOW. Speaker 3 00:02:23 Okay, good to jump in. Speaker 5 00:02:25 All right, sweet. So. The very first thing we're going to do is we're going to do SSO configuration. We're going to configure Cloud Teams into single sign- on integration with Microsoft because Microsoft is your primary identity provider. So, we'll configure it and validate the authentication flow, and we'll build out the user provisioning. And then we'll configure access controls and role assignments within your Microsoft tenancy. So when people log in, they're going to log in just using their username and password for Avalon Test, and it's going to be connected to there. When we do configure all of this, we are going to configure it using Cloud Enterprise or Cloud Teams. I'm sorry, not enterprise. Just a quick heads up for you guys. We will need an active credit card from you guys to put Cloud against. This is one of those systems that Crimson. Speaker 5 00:03:16 Isn't your go-between. We have to do it direct bill to you. So be aware of that. And, we don't want to get that put in until you guys are ready to go live because the if we put it in too early, you're going to be paying for Cloud before it gets used. So be aware of that. Um, once we configure the access controls, get everybody logged in for the first time, we are going to go in the second time and do connector setup. So these are your various connectors that you want to use within Cloud The very first one we're going to set up is your Microsoft connections, and then from there, how do either of you have Cloud that you use actively? Yeah, every day. Okay. So if you go into the connectors there, you'll see that they have a whole host of connectors. We'll determine which ones you guys need so and we'll get those set up. I know that at one point, they were looking at doing connector between Salesforce and a few other applications. Speaker 5 00:04:13 So we just need a list from you, And I'm going to ask you to build out the list as soon as possible and get that to me before kickoff, so that we know what connectors we need to build out. But um, we will get that list from you guys. We'll make sure that they can be added through cloud, and then we'll test those connectors and make sure that they work correctly. And, then we can. So we can validate if the data flowing in is good or not. Um, and then once we do that, we'll document the different connectors that are configured. And we'll go over the usage guidelines for those because sometimes, if you don't take a look, some of those connectors will incur extra costs. Not on the Cloud side but within the application itself. So just be aware of that. And, then we'll do a one time training session for all users that are going to be using Cloud. So we'll cover account access, basic usage, Something that you guys need to be aware of is token usage and how to best use it. Speaker 5 00:05:11 So we'll talk about best practices, usage limits, and cost awareness. And then I also do provide reference guides for you just based on how you use it, the best practices and so on so that everybody has a copy of that. All right. And then right now be aware that if you do need to increase your usage amounts on Cloud, you've got two pricing options. We're starting you at the $25 a month plan, Per user. However, if some people go and use all of their usage, we can upgrade you to the next level, which is$ 100 per user. So if I were you, Just just a strong advice based on our own usage plan on about half of your users may need to go up to that$ 100 plan per month. So just based on that yeah, I'm at the$ 200 plan per month, if that tells you anything. I do the same. Speaker 3 00:06:05 I understand. Speaker 5 00:06:05 So just make sure, And then we are going to set up the licensing to be managed directly through Anzor. We are going to do the initial setup for you guys, But I need to know who's going to take ownership from your organization going forward. While, we can do a lot of things for you with because we'll need to create an account for Crimson in Cloud, It's actually better in the long term. If you guys have ownership rights to it. And be able to add and remove users as you need. So, yep. Okay. Speaker 3 00:06:37 It'll be Vance or myself that do that. Speaker 5 00:06:40 Perfect. And I can do more than one person, so okay, um, so just be aware of that. Um, any questions you have on this? Speaker 2 00:06:50 Not yet? Speaker 5 00:06:52 Okay, good. Speaker 2 00:06:54 Well then Jimbo nine thousand is Oh. Yeah, Speaker 3 00:06:57 We have separate questions, Speaker 2 00:06:59 But not none of them covered so far Yeah. Speaker 5 00:07:03 And the Jimbo was supposed to be a separate project for that. I have it listed in my notes that that's going to be a separate project. This one, this scope is just for the setup of Claude. And then we did send out a quote for the Jimbo portion, the Jimbo 9000. And so you should have had that quote go through. I haven't seen that it's been signed yet, but I could be incorrect. Speaker 2 00:07:26 Okay, I don't think I've seen that quote. Speaker 3 00:07:28 Okay Isn't that what you just sent me Vance? Speaker 2 00:07:34 I thought that was the same quote as the cloud integration in the Microsoft system. Speaker 5 00:07:43 What we can do is we can resend that quote over to you. That way you have it. Speaker 2 00:07:48 Oh, One is seven, one five four, and the other one is seven, five four. One, I think. Speaker 3 00:07:53 Yeah. And we also want to discuss, you know, I haven't looked at the Jimbo nine thousand, Or quote at all or the plan for that, but we need a VM setup for that for hosting. Gotcha. And, then we also have some other things that uh, you know, early AI adopters have been building apps for Avalon and things like that, that we want to host alongside Jimbo. Okay, Speaker 5 00:08:22 Got you. So that can be done through Microsoft. You can host all of that through the existing setup you guys have for Microsoft. Um let me take a look and go through, Um, sorry. I keep I try and keep trying not to cough, but bear with me. Um, I can do that separate. Uh, I can take a look at everything with your hosting. We can do that through Microsoft. In fact, Crimson's created our own apps internally. Um and I tell people, it's better just to put it through. Microsoft have Microsoft be that hosting because you guys already have VMs in there, you already have the systems configured. So it's not that hard to just go in and configure a VM setup for you on your existing setup. Speaker 5 00:09:04 That's exactly what we want. Okay, good. And so that one, like I said, that one's a different quote. This one is just for this project is just for the cloud initial setup. Um just to get that portion done. And then yes, Speaker 2 00:09:16 Yeah, I found the accepted quote and yeah, that all tracks gotcha. Speaker 5 00:09:21 And then if we're adding two for the Jimbo I'm going to need to give you a new quote for that because if we're if we're adding two with the VM, that's going to have more hours associated with itum. So I probably am going to need to add about based on what you just said, about two more hours to that quote. Makes sense. Yeah. Um, do me a favor, Vance. Uh send an email to me and Mike and Julia letting us know the additions to the scope of work, And then we'll work with the team to get that quote, updated and resend it to you for you to sign. Speaker 5 00:09:59 Um, so the decisions I needed from you today, the first one you've already handled. Uh, Cloud Enterprise uh admin owner Vance and Michael. Um, I already identified the provider which is Microsoft. Um, I do need the final twelve seat user list, so that name emails and their roles. Um and then I do need the connector list from you guys. And. Then once we do that and we get ready to do the kickoff we're doing. This is a pre planning before the kickoff. Um. We will come back to you and say, okay, we need to know the training dates. What I normally do, I do say it's a one-time training. Um, But we actually do it in two to three sessions because we know that people um sometimes the sessions we create may not work for everybody. So we'll give you, We'll let you do two dates, and we'll do the two trainings. Uh, We'll just make it as one. Uh And that way people can choose what works best for them. Speaker 5 00:10:54 I prefer doing trainings on Thursday and Fridays, if that's okay with you guys, Just because it's more the end of the week, and people seem to slow down and have less meetings on a Thursday afternoon or Friday. So. All right. Any questions on that? Speaker 3 00:11:16 Nope. I'll be straightforward. Speaker 5 00:11:19 You guys are making this the easiest kickoff meeting ever. Speaker 3 00:11:23 Yeah, Katie's helping. She might not be here, But the 12 users, she has encouraged everyone that hasn't already done so to read The AI Driven Leader and start, you know, already using Claude over the last year. So, we should have pretty easy at least launch into it with the 12 users initially. Speaker 5 00:11:44 Perfect. All right. And, then if you guys can get that list over to me as soon as possible. So I have it. Um, what we need to do internally at Crimson Mike, Myself and Julia need to do is determine uh where I can put you in the schedule. I've got staff working with me that can help out, But um we need to determine the schedule and make sure that um we have the availability so that we can focus on you guys the best we can and give you the best support. Um, I know the next two weeks are pretty hairy for me. I just got back from vacation. Speaker 5 00:12:14 Um, And I've got a couple of clients that we're kicking off doing their cloud setups this week. And so I know the next two weeks are going to be a little hairy. Um, so it may be we might look at the beginning of July. Is that going to be okay? Speaker 3 00:12:31 Yeah, that's good with me. Speaker 5 00:12:33 Awesome. All right, and that's all I have for you guys today. Um, If, if you guys can send over the all the lists and uh the information you guys want to add to the Jimbo quote. Uh I'll get that information over and Mike and I can get the quote sent back to you. Sounds great, awesome, very good. Thanks, guys, have a great rest of your week. Speaker 4 00:12:58 I will send. I will send yeah. Likewise too. Thank you. Guys. Thank you for joining. Speaker 3 00:13:02 Thanks, everybody, take care bye- bye. Bye- bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c5ad3be2-847b-42dd-b844-b8b71c5a40db&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MTcyMzY2OSJ9.CgoKBHNuaWQSAjY0EgsIwJnS5cmppj8QBRoOMzUuMTczLjIxNS4xNjMqLGt5RTh3YzVSRTAyWjgyUnp3dll3YjZnbmhBTEcrcjBLZjhhR0hLSU5MS2M9MJoBOAFCEKIej3i54AAQzpkJbY1DPqtKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.edZhIrSnO7M46QNfMyMoR4M_cZ9G2d9pqOPbJLAGmUU&ApiVersion=2.0	—▾	Confirm training dates for two sessions on Thursday and Friday at kickoffAlign on formal kickoff date in early July 2026 once user list and connector list are receivedClarify and confirm exact quote numbers and contents for Cloud Teams setup vs. Jimbo 9000 to resolve noted confusion+7	✓	—▾	—	—	—	—	—	✓
04-23 Weekly Meeting: AI Service Billing and Technician Training	> Date: 2026-04-23 > Location: [Insert Location] > Participants: [Anzor] [Christi] ### Meeting Notes #### Billing Rate for AI Services - Christi asked about the billing rate for three hours of work assisting a client with Claude API connections. - Anzor initially said the AI CIO rate on the rate card should apply. - Christi noted Mike said this rate was not in their agreement. - Anzor reviewed the MSA and confirmed the "VCIO AI" rate is included in new agreements. - $350/hour for managed customers. - $385/hour for unmanaged customers. - Anzor sent the rate card details to Christi for confirmation. #### Future Strategy for AI Expertise - Anzor proposed training technicians to become AI experts. - The objective is for technicians to solve problems and proactively suggest AI solutions, such as using "co-work AI". #### Airtable Demonstration - Christi offered to show Anzor something she built in Airtable at a later time. ### Next Steps - [ ] Christi will confirm the AI service billing rates with the client. - [ ] Christi will schedule a time to demonstrate her Airtable project to Anzor. - [ ] Assign an owner, timeline, and outline for the technician AI training program; draft a plan and milestones. 🎯 ### AI Suggestions > **AI Suggestions** > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The meeting mentioned a need to train technicians to become AI experts, but no concrete plan, timeline, or person responsible for developing this training was established.	Apr 23, 2026	Speaker 2 00:00:02 Hi, Chris. Hey, soum, uh help me. You're saying outside of crimson, crimson client. Crimson client. So they wanted. Three hours of your time. What what type of work? Speaker 1 00:00:24 Helping them with Claude API connections. Yeah, Speaker 2 00:00:29 Yeah, I wouldum. It would be ourum AI CIO rate, right? Which I think is like. Whatever ourum rate card shows, we have it there. Speaker 1 00:00:41 Well, So I asked Mike, and he said, we don't have that rate in our agreement. So. Speaker 2 00:00:46 We don't have a rate in our agreement for uh for AI costs. Speaker 1 00:00:55 Uh. Please halt. Speaker 2 00:01:01 Let me see OneDrive. I actually have a document. Documents, Crimson, MSA. Managed IT template. Thank you. Speaker 2 00:01:32 I'm going to stay here for a few months. Okay, let's see. Our rate card. No, we do have it. That's what I thought. It's VCIO AI. It's a 35 hour for managed customers or 385 for unmanaged. Speaker 1 00:01:55 Okay, perfect. I will let him know. Speaker 2 00:02:02 Let me know. I am gonna. Let's see this. And Chris. And send. This is actually in our agreement. Okay, perfect. In all of our new agreements, we have this rate card. Um, so you will see. You should have gotten it. Speaker 1 00:02:32 Yes. I know. Just got it. Speaker 2 00:02:37 Okay. See, got it all covered, baby. I'm trying to sell you. Speaker 1 00:02:41 I'm trying to sell myself for you, so. Speaker 2 00:02:44 I love it. I love it. Yeah. And this AI, right, is changing the world. And we just, you know, we really need to start. What we should do is figure out a way. How do we start to train our technicians? To become AI experts, right? So they can they cannot just solve the problem, but say, hey, have you tried to use co- work AI to do X Y and Z? You should right. Yes. Picture a problem this way. I'm not sure how to get there, but somehow, some way, this is where we need to be. Yes. Speaker 1 00:03:27 One of these days, Let me show you what I built out on Airtable because you were asking about Airtable once. Speaker 2 00:03:33 Yep. Yeah. Yes, Speaker 1 00:03:36 I think you'd like it. All right, cool. Okay. All right, I'll talk to you later. Bye. You.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=01ed9c46-1275-4f1c-b6aa-8634ffa64dd9&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzIyOTgzMCJ9.CgoKBHNuaWQSAjY0EgsIpqC72ejxkT8QBRoMMTAwLjI5LjE4OS43KixFUVVpdnJWdkdBUk5kd2FDME5pQXdFTXQvWVNNcWV0VzMzWHllZlA4SXdFPTCaATgBQhCiDdHQFOAAEI9urknXoLhSShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.9q2DW2Ta1oYm8YoDi39ilh-qopckpwmsihURg1tCpgQ&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
7D99ABCE6355E3CE557ECE8816D6A7CBA3FC2BAD-7146	Date & Time: 2026-04-24 15:08:35 Location: [Insert Location] Customer: April from Crimson IT ## Overview This consultation is a follow-up between April of Crimson IT and Edward regarding an upcoming insurance policy renewal. The key issue is a significant premium increase from the current provider, California FAIR Plan. Edward has reviewed another policy with Aegis and plans to shop for a better, potentially consolidated single policy to reduce total costs. The goal is to secure a more affordable option before the May 1 renewal deadline. ## Background The insurance policies are set to renew on **May 1, 2026**. The discussion covers two policies: one with **California FAIR Plan** and another with **Aegis**. April initiated the call to follow up on pricing and quotes for renewal. Edward reviewed the proposals and identified a substantial price increase from one provider. ## Pain Points The customer faces a significant, unexpected premium increase on the California FAIR Plan policy. Last year's premium was **$4,643**, and the renewal offer is **$5,289**, a **$646** increase—approximately a **14%** hike. This is concerning because California FAIR Plan has traditionally been their least expensive, though most restrictive, provider. The combined cost of both policies (including Aegis) is now approaching **$7,500** ("almost seventy five hundred dollars"), which is a substantial expense. This increase is the primary financial concern, prompting a search for more cost-effective alternatives. ## Expectations The customer expects Edward to find a more affordable solution before the **May 1, 2026, renewal date**. Specifically, Edward is to **shop around** for alternative carriers and potentially find a **single policy** that offers better value than the current two combined. Edward has committed to emailing the **"final verdict"** with the best quote to April at **april@crimsonit.com** on **Monday, April 27, 2026**. ## Other Information Summary - The second policy with Aegis shows a minimal change: the premium increased from **$2,104** to **$2,134**. This **$30** increase is due to a mandatory inspection fee that occurs every other year, not a premium hike. - Edward noted that two other companies have recently launched insurance programs in California, which he views as a "good sign" for the market. - April will inform her colleague, Katerina, that Edward is searching for better options due to the significant increase from the current provider. ## Next Steps - Edward will shop for a better, possibly single, insurance policy to reduce overall costs. - Edward will send final quotes and recommendations to April (april@crimsonit.com) by Monday, April 27, 2026. - April will inform Katerina about the planned search for new insurance options. > **AI Suggestions** > The AI has identified the client's biggest pain point as the unexpected and significant 14% premium increase from the California FAIR Plan policy, which elevates the total insurance cost. Consider the following: > 1. **Consolidated Policy Search:** Prioritize finding a single carrier that can bundle necessary coverages. Bundling can yield multi-policy discounts and potentially offer broader coverage than the restrictive FAIR Plan at a similar or lower total cost. > 2. **Market Re-evaluation:** Engage the two new California market entrants for competitive introductory rates or broader coverage options that may better fit the client's needs. > 3. **Negotiate with Current Provider:** As a short-term measure, discuss the 14% increase with the California FAIR Plan representative. Ask about drivers for the hike and explore loyalty discounts, coverage adjustments, or risk mitigation steps to lower the renewal premium. > 4. **Review Coverage Levels:** Collaborate with the client to assess coverage details for Aegis and FAIR Plan. Identify overlaps or opportunities to adjust limits and deductibles to reduce premiums without unacceptable risk.	Apr 24, 2026	Speaker 1 00:00:00 I'm not sure. Hi, this is April. May I speak with Edward, please? Uh, one second. Okay, thank you. Speaker 2 00:00:32 Hi April, happy Friday. This is Edward. Speaker 1 00:00:34 Hi Edward, happy Friday. How are you? Speaker 2 00:00:37 Excellent Excellent, so. Yes, Speaker 1 00:00:42 So I'm calling regarding theum pricing and code that we've talked about the last time. Yes, Speaker 2 00:00:51 We have the renewal coming up on the first of May. Yes. Uh, okay. Uh. One second, what did they send us? Yeah. By the way, literally this week, we've got calls from two companies that have started. Insurance programs in California. So, this is a good sign. I think it's coming back. Okay, we have a renewal proposal with from. Speaker 2 00:01:29 Plan, but with an increase. Last year we paid. Four thousand six hundred and forty three. Mhm. There or renewing at five thousand two hundred and eighty nine. Which is not nice. 5289 minus 46, 43. That is$ 646 divided by four. Yeah, that's like 14% increase. Speaker 1 00:02:09 What was the name of the company again? Speaker 2 00:02:11 California Fair Plan. California, Speaker 2 00:02:15 Which is traditionally the least expensive provider with the most. Restricted coverage, and we have. Ages. One second. We paid two thousand twenty-two seventy-four a year. Ages, I don't think they. Increase the premium. One second, I am trying to get onto it. One second. Speaker 2 00:03:14 I. With the new security measure, they make it like an adventure each time I'm trying to log in. We can, yeah. Speaker 2 00:03:37 Yes. Oh. Okay, renewal. It used to be twenty one oh four, now it's twenty one thirty four. So it's only thirty dollars. Actually, it's not even an increasing premium. What these guys do is they inspect every other year. And they charge thirty dollars for it. So the premium remained the same, But this year, they will do the inspection because it is a third year with them. So. Uh. But the total is now almost seventy five hundred dollars for the money. We can try and maybe get a single policy with a better carrier. Allow me to shop around. Speaker 2 00:04:33 And on Monday, I'll send you the final verdict. Speaker 1 00:04:38 And you will send. File ready on Monday. Okay, um, Are you going to send it directly to I? Don't know if you already have my email, but. Speaker 2 00:04:50 I do, I believe we could respond. It was like I had. Actually, two emails. I have colin at crimsonit dot com. And I have Konfetka 24@ yahoo. com, which is probably Yekaterina's direct. April, if you have another one, I'll take it. Speaker 1 00:05:12 Yeah, you can just send the information with my crimson email. My email is April. That's a P R I L at Crimson C R I M like Mary S like Sam O N like Nancy Crimson it. do t. Speaker 2 00:05:32 Com Okay, I'll send you the best quote we managed to find. But the worst case scenario is. Like I said, so kind of get back to you. I. Speaker 2 00:06:04 Yeah, like seventy three hundred dollars. Okay. So we will uh. Speaker 1 00:06:15 Okay. Um. Yeah, I'm just gonna letum Katerina know that you will shop around some more because it looks like the current. Um, insurance company that you've mentioned is, has like a. Improved. Yeah. A mount of increase, right? Yes. Okay. All right, so yeah, I am just going to wait for your email on Monday then. Thank you, Edward. Speaker 2 00:06:42 Thank you too. Speaker 1 00:06:43 Okay, have a good day. Bye- bye. Okay, bye- bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=536f2c1d-bbef-4dc0-82c0-e0b98e83c48b&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NzA3MjIxNCJ9.CgoKBHNuaWQSAjY0EgsIgKGOtImWkT8QBRoNMTAwLjUzLjIzOS4yMSosMTlYV2NnOUdSQUFES2Q0bVFKcmtWRG5UeE9tRzN3TEV4bjEzUVVnSW1DST0wmgE4AUIQog07f6PQABCPbqwPlmhaKEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.vzK1DLW-kD4KxXreckkWg8eBoKsuyu1p75A4gfFO6bM&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
Irongate (Reuben) - OneDrive Crash Restart	Quick support call. Reuben unable to open OneDrive files for 2-3 weeks; OneDrive client had crashed silently. Walked through restart from Start menu. Resolved. Note: pattern same as Christi own machine last week. CW Ticket #940292 on Board 80, Billable, 7 min.	May 4, 2026	05-04 OneDrive Client Instability Causing Intermittent File Access Failures and Restart-Based Resolution Speaker 1 00:00:01 He y Ruben. Hey Chris, how are you? Speaker 2 00:00:03 I'm good. How are you? Speaker 1 00:00:05 I'm great. Um, I'm having a problem which is an seems to be like an ongoing problem. Can I just share my screen? Yes. Okay, and I'm just trying to open a file. This is just on my OneDrive. I open it and I get this message right here. Speaker 1 00:00:30 Like and I've noticed it like the last three weeks, probably or two weeks that I am getting it nonstop. Speaker 2 00:00:36 Is it is it just PDFs? Speaker 3 00:00:39 Nope, there's two hours I'm not sure what you mean. Speaker 1 00:00:55 Is it possible that OneDrive is not connected? Speaker 2 00:00:58 That was what I was about to ask you, And that's why one of the reasons why I asked you if it was a. It is not connected. Go ahead and try to start it up and see if you can. How do I start it? Click on Start and type in OneDrive. And then just click open. Speaker 2 00:01:26 All right, it's thinking now and the icons popped up at the bottom. Speaker 1 00:01:31 Which icon is that icon? Speaker 2 00:01:32 That's icon. Yep, that's icons. So now we'll see if I can download it. Speaker 3 00:01:43 Now we are going to put like. Speaker 2 00:01:55 Do me a favor. May I may I have control? Well, it won't let me. Uh. We turned off the ability to take control. Let me try. Speaker 1 00:02:07 What do you mean? We. Speaker 2 00:02:09 Turned off the ability to take control through Teams. I have to log in through the other way. Oh. Yeah, it's it's a safety thing and I keep forgetting we did that. Speaker 3 00:02:24 And I haven't logged in yet, so bear with me. Let me log in. I'm not sure what you mean. Speaker 2 00:03:21 Bear with me one second. I'm just waiting on my screen to catch up. Speaker 2 00:03:52 Okay, it's set to start up whenever your computer starts up. So that's good. It. Speaker 3 00:04:06 May have crashed and or something may have happened. Let me check something on the back end. Speaker 1 00:04:12 I mean, at the end of the day, I am just going to restart. So. And maybe that'll solve the problem. Speaker 2 00:04:20 It may. How long has it been since your last report? Speaker 1 00:04:23 I just try to open something real fast. Yeah, go for it. Speaker 3 00:04:55 Okay. Okay. Speaker 1 00:04:57 I'm good. Okay, good. Does it look like it opened? Speaker 2 00:05:00 So Yeah, I had that actually happen last week. Um, where. Where my OneDrive just crashed and closed out, and I didn't know why. Yeah. So. Speaker 1 00:05:19 Awesome. Thank you. Speaker 2 00:05:21 You're welcome. Have a great week. Speaker 1 00:05:22 Yep. You too.	—	https://crimsonitservices-my.sharepoint.com/personal/christi_crimsonit_com/Documents/3%20-%20Clients%20and%20Projects/Irongate/Meeting%20Transcripts/Meeting%20Transcript%20-%2005-04%20OneDrive%20Client%20Instability%20Causing%20Intermittent%20File%20Access%20Failures%20and%20Restart-Based%20Resolution.txt	Processed▾	—	·	—▾	—	—	—	—	—	✓
07-29 AI Community of Practice: MCP Standard Update, AI Frameworks, and Industry Trends	AI Community of Practice, external peer group (11:00am-12:53pm PDT, calendar entry 1896575 "Meeting: AI COP"; recorded runtime 1h54m against a 2h block). Operates under Chatham House rules, so attendees and their organizations are deliberately not named in ConnectWise. Topics: ratification of the MCP v2 standard and the twelve-month deprecation clock it starts for existing MCP connectors, raising a real tech-debt question for anything already built against v1; the progression from assistants to agents to structured orchestrators with defined roles; token spend tracking and budget control as a first-class concern (one attendee burned roughly 500 dollars in six to eight hours with limits removed); and criteria for promoting an internal AI build from a personal tool to a managed product - repeat use, multiple stakeholders, writing into a system of record, and regulated or audit requirements. Christi was recognized in-session for running 54 agents. NOTE: this transcript had NO ledger row - it was a pipeline drop caught by the safety-net scan, and the row was created during this sweep.	Jul 29, 2026	—	—	—	Processed▾	Assess existing MCP v1 connector builds against the twelve-month deprecation clock started by MCP v2 ratificationReview Christi's 54-agent environment against the promoted-product criteria discussed in session	✓	Crimson Internal▾	Crimson IT	885524 (1.88h, ticket 956831, CIO/workType 55, DoNotBill) - logged 2026-07-30 EOD sweep	ticket 956831, note 3004239	2 - Internal Operations/Meeting Recordings & Transcripts/Crimson/Meeting Transcript - 07-29 Weekly Meeting MCP Standard Update, AI Frameworks, and Industry Trends.txt	—	✓
08-27 Meeting: Training Plans, Copilot Usage, and Scheduling	> Date: 2026-08-27 11:28:46 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 2] [Speaker 3] [Speaker 4] ## Meeting Notes ### Scheduling Conflict for Next Week - **Description** - [Speaker 2] needs to join next Thursday’s meeting at 12:30 [Speaker 4]’s time, which is 30 minutes after the start. - This is due to a newly confirmed client meeting. - **Conclusion** - [Speaker 4] agreed this is fine, as there are other topics to cover in the first 30 minutes. ### Training Updates and Plans - **Description** - A recent Power Automate session was well received; additional training may be needed. - [Speaker 2] was asked to run more Power Automate sessions in September. - A personal event (daughter’s baby due October 5) will limit [Speaker 2]’s late-September availability for training. - Training videos for Power Automate, Copilot, and other topics are being produced. - Recordings are complete and will be published on the Crimson IT website after marketing edits. - Ronnell, Christian, Jackson, and others will be added to an email list for updates on AI tools like Copilot and Claude. ### Copilot Usage and Security Review - **Description** - Copilot chat usage has stabilized after an initial spike. - Embedded Copilot usage is strong, and search usage improved following recent training. - Security policies are active and working; no alerts so far. - One recommended policy needs tightening but is low priority. ### Cowork on Copilot Insights - **Description** - [Speaker 2] is testing “Cowork on Copilot.” - The feature appears costly; Microsoft’s credit system is unclear. - Example: organizing an inbox could consume roughly ten dollars in credits. - As a heavy user, [Speaker 2] noted a $50 credit budget could be depleted within three hours. - Training on Cowork will still be offered due to demand. ### Project Closeout and Future Training - **Description** - [Speaker 2] will begin closing out the project but will continue offering free training hours to help clients use available tools. - Training will be slightly reduced over the next couple of months, then resume in late November and December when client schedules typically slow down. ## Next Arrangements - [ ] [Speaker 2] will continue working on the marketing brand guide for Daniel. - [ ] [Speaker 2] will share the training videos once they are posted on the Crimson IT website. - [ ] Plan September Power Automate sessions, considering [Speaker 2]’s late-September availability constraints. - [ ] Coordinate with marketing to confirm the editing and publishing timeline for training videos. ## AI Suggestions > **AI Suggestions** > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The schedule for future Power Automate and Copilot training sessions in September and beyond remains unconfirmed due to potential personal leave. > 2. The timeline for the marketing team to edit and publish the training videos was not specified.	Aug 27, 2026	Speaker 1 00:00:02 Okay. Well, give him give him your my love. Okay, good. Yeah, I will. Speaker 2 00:00:32 Thank you. I gotta jump into a meeting, um, but I do have news for you guys. I just haven't had a chance to share it. So I'll give you guys a call later and give you guys a heads up. Speaker 1 00:00:46 All right, I love you. Yeah, bye. Run out? Speaker 1 00:01:07 Good morning. Speaker 2 00:01:08 Good morning. Um, I went to go join the meeting that you invited me to for next week, thinking it was today. I've had my schedule all off right now. Um, but I was gonna ask you is sorry, Speaker 1 00:01:22 I joined the wrong meeting. Sorry, see you, Chris here on out. Hi everyone. Speaker 2 00:01:27 Um, I was gonna ask is there any way I could join? So I have a client that's pushing me to have a meeting with them that morning. Um. I it would run thirty minutes over your meeting. Is is that going to be an issue? Speaker 3 00:01:48 See here, You can also check out the T-Mobile support community at T-Mobile dot com slash support slash community. Speaker 4 00:01:58 Uh, because we have it set now for next Thursday at. Speaker 4 00:02:05 Uh noon my time. So, you're saying you would need to start or either come in at what time? Speaker 2 00:02:15 Uh, twelve thirty your time. Speaker 4 00:02:19 Uh, yeah, I think that'll be fine. Yeah, we have some things we could talk about. So yeah, I think that's fine. Speaker 2 00:02:25 Okay, perfect. Good to know. Yeah they, I had blocked out that day, and they'd never got back to me when you were talking. I've had it blocked out for over a month before you and I talked last time, and they finally got back to me last night. And I was like, oh. So took them a while. Speaker 4 00:02:47 And it's uh yeah, that's fine. Speaker 2 00:02:51 Okay good because I'm doing another Copilot training with them. Speaker 4 00:02:55 Oh wow okay yeah. Speaker 2 00:02:58 So, since everybody's going off camera, I'm going off camera because I look like crap today. I was going in the office and then uh did not. Um So, I think we're waiting on Giancarlo? Yeah, Speaker 3 00:03:23 I know he was having a closing breakfast this morning. A lender, so he may or may not join in a few minutes. Speaker 2 00:03:32 No problem. Let me go ahead and get started then. How is everything, Daniel and Kenny? How are everything? How is everything looking on your ends on your end? I am sorry, words are hard today. Speaker 3 00:03:45 All good, Christy. Yeah, so far so good. I think we had some attendance to the Power Automate session the other day. Uh, which some folks found very helpful. Um, probably more training would be needed to totally get that down. So there's a lot going on there, But um by and large, the power users here have been doing a lot with the tool. Speaker 2 00:04:09 Good. Yeah uh I was asked if I would hold it a few more times in the month of September. For Power Automate, um and then also do a higher end one later onum. There's only one small issue with me doing that in September, towards the end of September. Um, I don't want to schedule any training just because I there's a chance. I have a personal thing going on, and I may have to take well, I will be taking some days off. I just don't know when. So, just a heads up for you guys. Uh, One of my daughters is uh having a baby, and they moved up her due date to October fifth. So we're going to be on baby watch last week of September. Speaker 3 00:04:51 Oh yeah, important. Yeah, well, um if it gets scheduled just throw out a tickler. You know it could be an optional thing for folks to join. Speaker 2 00:04:59 Yes. The other thing we are doingum and we started working on this a couple weeks ago, Um I am making training videos based on the training classes, I've held, and we are going to be posting those on the Crimson IT website, and it is going to include Power Automate, uh, Copilot and a few others. So I am in the middle of working with the marketing team. I got it recorded. Marketing team wants to edit it, so once they're done editing, Uh, they're gonna be posting it up and I am gonna give that out to all of you guys. And then in addition, all of you guys are Ronnell Christian and Jackson you guys as well um which he just left as soon as I said, his name, Ronnell um I have added you guys to my list of people that I'll email with new. Speaker 2 00:05:48 Cool things come out in the IT in the AI world. So I do know that you guys don't are only on Copilot, however, uh some of my news that goes out is on Claude as well. So because I've got half my clients using Claude, the other half using Copilot. So just be aware of that. Speaker 4 00:06:05 Sounds great. Thanks for including us. Speaker 2 00:06:07 No worries, you guys, and thank you. You guys thank you for joining me the other day on the Power Automate training. Um. As far as Copilot adoption, things are looking good. I am keeping a steady eye on everything. Here is your usage alert or usage look, not usage alert. So this is where we're looking at everything. The Copilot chat has from the couple of times that we have had active users, it has died down over the over this month it's steadied out. Usage is looking pretty good here. Speaker 2 00:06:44 And this is the ones that are embedded into the apps. So we do see people are actually using them within the apps. And then, there's only, there's still only six agents that people have made, so not a big deal there. We're not gonna worry about that. Copilot usage search has started, and it seems to have correlated with one of my most recent Copilot trainings. So that was really good to see. And then as far as security, everything is looking great there. Um, all all the policies, everything is going in. We had that one that we have to tighten just because it is recommended, but it's not a priority. And we're not seeing there is any issues for that. So we are keeping an eye on that. My security team is um now actively getting those alerts if there's any issues and we have not gotten any alerts from the past year. So everything's looking good from that standpoint. Speaker 2 00:07:42 Um, we are going to be giving some agent training soon, just so that your team is able to see more agents. And then Justin heads up for you guys. We are testing out Cowork on Copilot. Um, and I know some people have asked like, I don't know if it was your team or someone else. Uh, Cowork is enabled uh for me, and I will tell you, uh, it is not the most cost effective I've seen. So the credits Microsoft is not very clear on cost. The credits are um like if I if you say organize my inbox, it's going to cost you around ten dollars worth of credits. So, it's it's one of those things where you definitely need to learn how to budget credits from a user standpoint before you start using Copilot. Um so I've worked through some of that, uh and I am not finding that it's very cost effective. I prefer my. Speaker 2 00:08:39 Pod Cowork. Um, any questions on this? Speaker 3 00:08:50 No, it's good insight on Cowork. Speaker 2 00:08:53 Yeah, I am going to provide some training Daniel just because a lot of people have asked about it, but it's just not. So I have I have fifty dollars in credits budgetedum and I could I could work through that fifty dollars. Within three hours. But I am a heavy user. I have fifty four agents running on Claude, and they're all named. I don't have any Daniels yet, no Kennys, no Christians and Jacks, but they are named after people within my organization because they do similar functions. So I am very heavily versed in agents. Am using them all the time, but not on the Microsoft side because it's just. Speaker 2 00:09:38 Cost effectiveness is not there yet, but they are making changes so that they could actually, you know, play with the big dogs in this area. Other than that, that's all I have for you guys. I am going to start closing out the project. However, at the same time, You guys still have a lot of free hours with me because I am doing a lot more training. I want clients to understand and How to use the tools that are at their disposal. And we're seeing that it is helpful for me to give those continued trainings. I am going to pull back slightly on trainings for the next couple months, just because we're in baby mode. But December, when people are usually slowing down for the holidays, I get more interactions from training. So I will have some of that training coming back in end of November and December for people to slow down. Speaker 2 00:10:33 And then, of course, they're going to be online for you guys to see. So other than that, you guys have a great weekend unless you have questions for me. I am good. And Daniel, I am still working on that marketing brand guide because it's my okay, yeah, because it's my personal business. Um it's gone. It's had to be put on hold for multitude of reasons, most of them. Speaker 3 00:11:04 No problem. No great rush on that. It's just kind of a half- baked idea of mine, leveraging what you've got would maybe be very helpful. Speaker 2 00:11:13 No, it's it's understandable. Um I just got an application uh almost in out of beta into production. Um if anybody wants to try it on their personal emails, um, it doesn't work on business emails right now. So that's the link to it. Um. So I was building that while I was in and out with the gallstone issue a couple weeks ago. And I finally got it to beta, and it's almost out of beta, it's production. So if anybody gets bored and wants to test that out, I could use more beta testers, And you get it free for the life of the app. If you're a beta tester. So just be aware. All right, other than that guys have a great weekend. It's always fun talking to you guys. Speaker 3 00:11:58 You too Christi thank you Thank you, Have a good weekend. Speaker 2 00:12:02 You too.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=ac011a05-9ebb-43a3-9fb5-b9b8052afb9b&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4Nzg1OTgxNyJ9.CgoKBHNuaWQSAjY0EgsIkKz9uaSdwj8QBRoNNDQuMTkyLjQ3LjI0MCosM3JtWFFWTTJxLzVRU0JFRFplOS82RGZSeHBYVmZVS3hpSmhKanNUOXhtUT0wmgE4AUIQojVrW8egAAAgBanhRt33vEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.SFG4NXJDr85j7XEhhAbJbtgYknwEZ6FcLTe3V-NHw9A&ApiVersion=2.0	Processed▾	Share training videos with stakeholders once posted on the Crimson IT websiteContinue working on the marketing brand guide for DanielPlan and confirm September Power Automate training sessions around Speaker 2 late-September availability constraints+2	✓	Client Work▾	Alere	902472 (0.22h, project tkt 939922 'Cross-Phase - PM, Admin, Standing Cadence' under project 2695, Alere Property Group 20431, Senior Engineer(5)/workType 42, Billable) - logged 2026-08-31 EOD sweep. 8/27 18:30-18:43Z.	Alere Property Group LLC (CW 20431), project 2695 'Microsoft 365 Copilot Readiness and Deployment'. Standing cadence call: adoption telemetry, security posture, September training plan, start of project closeout. Non-confidential. CLIENT VERIFIED FROM CONTENT + CALENDAR + CW CONTACTS: transcript waits on 'Giancarlo'; CW contact lookup returns Giancarlo Foppiano at Alere Property Group LLC; calendar block 'Meeting: Alere Project Meeting' 8/27 18:30-19:00Z; transcript runs 12:02. Title alone would not have identified the client.	3 - Clients and Projects\Alere\Meeting Transcripts\Meeting Transcript - 08-27 Meeting Training Plans, Copilot Usage, and Scheduling.txt	—	✓
04-21 Lingguhang Pulong: Procurement Alignment, AppleCare sa Quotes, at SOP Updates	## Impormasyon ng Pulong > Petsa: 2026-04-21 23:39:01 > Lokasyon: [Ilagay ang Lokasyon] > Mga Kalahok: [Speaker 1] [Speaker 2] ## Mga Tala ng Pulong - Pagkahanay sa Procurement Updates at Project Queue-up - Na-highlight ang insidente kung saan mali ang nai-report nina Mark at Miguel na “nabili na” ang items; sa beripikasyon ni Pete, may delay o ngayon lang nabili. - Iminungkahi ang regular na sync-up (tuwing Lunes o bago ang project queue-up) para ma-refresh ang status: nabili na, in-progress, at “waiting for green light.” - Paalala sa paggamit ng tracker ni Maggie bago ang queue-up para maiwasan ang maling report. - Layunin: protektahan ang admin team mula sa sisi at maging accurate ang updates. - Pagre-review at Pag-update ng Procurement Tracker - Hiningi ang link ng tracker ni Maggie para ma-review at makita kung puwedeng idagdag ang “date needed by.” - Nilinaw na ang tracker ay nakapokus sa mga na-order na at status per project (placed order, delivered). - Iminungkahi ang proactive na weekly heads-up email ni Maggie sa involved teams hinggil sa current open projects. - Pagkahanay ng Proseso sa Iba’t Ibang Departamento (Sales, Construction, IT Projects) - Napansin ang hindi pagkaka-sync ng mga proseso; plano ang hiwalay na sync-up sa sales at projects/construction, at hiwalay pa sa IT projects. - Isyu sa procurement form: dati walang “user start date”; kamakailan lang nadagdag matapos ma-identify. - Kailangan ang pagre-visit ng SOPs at paglinaw ng responsibilidad para maiwasan ang turuan at delay. - AppleCare sa MacBook Quotes at Billing - Napag-alaman na ang AppleCare ay hiwalay na subscription at hindi awtomatikong kasama sa presyo ng MacBook sa quotes. - May mga nakaraang quotes (hal. “DTLA”) na hindi kasama ang AppleCare; sumunod na quotes (hal. “IronGate”) ay isinama na. - Na-absorb sa markup ang ilang AppleCare costs sa nakaraan; kailangan i-raise sa sales para sa tamang pag-quote. - Mga Pain Point sa Construction: Codes, Quotes, at Not Billable - May mga pagkakataon na humihingi ang construction (Mark/Miguel) ng specific products na wala sa approved code/quote, nagiging “not billable.” - Kakulangan sa pag-update ng revised quotes kapag may late na na-identify na requirements; minsan na-aabsorb sa markup. - Finance nagfa-flag ng PO kapag wala sa code; stress at hindi optimal ang profitability sa construction ayon sa admin/finance feedback. - Lead Times at Koordinasyon sa Vendor (Cisco/Meraki, Ingram, TD Synnex) - Lead time ng Cisco/Meraki matagal at hindi laging accurate; dependent sa quote approval bago makita ang lead time. - Iminungkahi ang proactive heads-up sa stakeholders at pag-check ng spares sa HQ para sa urgent needs. - Update: Dumating ang order para kay John Tracy; na-configure ni Gabby; may schedule sina Vlad at Kevin. - Dokumentasyon at Proteksyon ng Admin Team - Pinuri ang maayos na documentation ni Maggie (timelines, emails, screenshots) bilang proteksyon kapag may audit o tanong (hal. kay Pete). - Hinihikayat ang proactivity: mag-suggest ng alternatibo sa long lead time, mag-report ng bottlenecks, at maglista ng daily pain points. - Proseso ng Nevada Gaming License - Nakausap ang Nevada Gaming Board; initial sagot: ang client (Maverick Gaming) dapat mag-register ng technicians. - Si Anzor ang gusto: kumpanya mismo ang may license, hindi registration under client; bumalik sa pag-review ng instructions at forms. - Kailangan ng maraming personal information; hiningan si Katerina na sagutan nang maayos at focused. - HR/Benefits at Remittances - Usapan sa Colonial Life at remittances: alin ang dapat mabayaran ng kumpanya (hal. record-keeping/website fees) vs. deductions sa sahod. - Kumuha ng copies bilang backup; kailangan pang i-clarify kay Elisa ang detalye ng mga binabayaran sa portal/website. - Mga Update sa SOP at Code Conversions - Kailangan ng updated SOP para sa procurement at follow-up kay Jinky/Jinky (binanggit na “Chinky/Jinky”). - Maraming “code conversions” na ginagawa; may teknikal na isyu sa system na minsan hindi nagsi-save. ## Susunod na Mga Ayos - [ ] Mag-schedule ng regular na sync-up tuwing Lunes o bago ang project queue-up (Admin + Construction Project Team). - [ ] I-share ni Maggie ang weekly heads-up: status ng nabili/in-progress/waiting for approval per project. - [ ] I-review at i-update ang procurement tracker; isaalang-alang ang pagdagdag ng “date needed by.” - [ ] I-present ang consolidated pain points sa naka-schedule na sales at construction sync-ups sa 2026-04-22. - [ ] I-update ang SOP ng procurement; i-follow up kay Jinky/Jinky para sa latest version. - [ ] I-clarify sa sales ang AppleCare handling at siguraduhing kasama sa future quotes kung kailangan. - [ ] Maghanda at mag-archive ng documentation set (timelines, approvals) para sa mga issue na binanggit ni Pete. - [ ] I-clarify kay Elisa ang mga bayarin sa Colonial Life/portal at kung ano ang nasa payroll deductions; mag-secure ng copies bilang backup. - [ ] Ipagpatuloy ang Nevada Gaming license research; maglista ng requirements at i-coordinate kay Katerina. - [ ] [Maglagay pa] ## Mga Mungkahing AI > Mga Mungkahing AI > Napansin ng AI ang mga sumusunod na isyung hindi naresolba sa pulong o kulang sa malinaw na aksyon; paki-tutukan: > 1. Walang formal na kasunduan kay Mark at Miguel sa obligasyon na i-check ang tracker bago ang queue-up; kailangan ng documented policy. > 2. Process gap sa paglalagay ng “user start date” sa sales-to-procurement handoff; gawing mandatory sa forms at i-audit. > 3. Handling ng late-identified construction items na wala sa code: kailangan ng standard na proseso para sa revised quotes at billability. > 4. AppleCare inclusion sa quotes: maglabas ng opisyal na guideline para sa sales at procurement upang maiwasan ang hidden costs. > 5. Nevada Gaming license ownership vs. client registration: kailangan ng decision at legal/process alignment bago magpatuloy sa filings.	Apr 21, 2026	Speaker 1 00:00:00 Hello? Hello, Mi. Ah, Mi. Ang ngyari? May clarify ako. Speaker 1 00:00:07 Yung kanina, siguro hindi ko lang na-absorb Dahil sa ginagawa. Charot. Bakit? Hindi, yung tungkol kina Miguel at Kuya Mark. Speaker 2 00:00:17 Ah, yung ano, Kasi, Um, na-mention ko si Ni Pete na there's, One instance daw na Ah. During the project queue up, tinatanong niya kung sila Mark and Miguel kung nabili na ba yung items for this project, ganyan. And then, ang sabi daw ni Mark and Miguel, yes, nabili na ni Maggie. But then, after checking daw ni Pete, nalaman niya na hindi pa naman pala daw nabibili. Speaker 2 00:00:49 Like, bibilin pa lang or ngayon pa lang binili. Kunwari, let's say, last week yung project queue up and then after a week, nag-check siya. Tapos today lang pala nabili. Alam mo yun, yung may delay, hindi siya yung real time na nabili na talaga based dun sa report ng dalawa. So, naisip ko, baka kasi mamaya, since hindi naman fresh pa sa isip nila, Or ano, kung nabili na ba ito or hindi, and hindi naman din sila nag-check ng tracker mo, Either ang naisip ko kasi, mag-sync up kayo every Monday or right before the project queue up, Speaker 2 00:01:25 Just to refresh them na. For this project, ito yung mga nabili ko na, ito yung in-progress, ito yung waiting ng green signal nyo kung bibili ko na ba. Yun, or, kailangan i-remind natin sila na ito yung tracker ko or tracker ni Maggie na pwede nilang i-check right before the project queue up. Just, alam mo yun, maging accurate lang yung report nila kay Pete. Speaker 2 00:01:56 Na ano, kung ano na yung mga nabili na talaga and hindi. Speaker 1 00:02:01 So, parang sinave lang nila yung sarili nila that time. Speaker 2 00:02:06 Alam mo yung feeling na may ma-report lang during the queue up kasi lahat ay nandoon. Tinigay nyo yung nangyari eh. So, yun yung inaano po. Yun gusto kong maprotektahan mo yung sarili mo sa mga ganito. Kaya gusto kong i-suggest yun kila Mark na... Para pare-pares tayong aligned And alam mo yun, walang mabutasan Sa sino man sa atin, Ito yung proposal namin, As admin team na ito yung help Na pwede naming maitulong. Either gusto nyo ba Na mag-sync up kayo ni Maggie every. Speaker 2 00:02:37 Before queue up or I-check nyo regularly before the Queue up yung tracker ni Maggie. Alam mo yun, Para kung ayaw na nila ng additional, Meetings, and then mag-ano Sila, maging, Proactive sila na mag-check ng tracker mo. Speaker 2 00:02:55 Yun. So, yung, kaya kanina yung na ano, sinabi namin ni Marvin dun sa call natin. Kasi ayokong may, yun nga, tama yun, nagiging melting pot ang admin team eh. Parang laging sa atin ang sisi. Minsan si Christian din sa mga reportings. So, parang even billing, tayo pa rin ang tinatanong bakit nag-bill ng ganito. Eh, anong gagawin natin? Eh, sa back-end. Magbabacktrack ka. Sino yung mga nagbamanage. Speaker 2 00:03:26 Ng tools na yan? Sino yung champion? Eh, sila naman dapat ang, Nagsasabi sa atin. O, dapat hindi na to Ibibilha, i-remove nyo sa billing. Walang Heads up eh. Ganun. So, parang yun nga. Since tayo ang Client facing, tayo ang Ang, alam mo yun, Ang last touch, tayo ang, Na ano, na Judge agad or, Na kikitaan ang kala mo tayo Yung gumawa ng mali. Hindi naman. Kaya kailangan, isave natin yung. Speaker 2 00:03:57 Team natin, isave yung mga sarili natin. Speaker 1 00:04:01 Sabi ko nga, Kay Kwan eh, kay Ati Jane, Na parang nakakasama sila Ng loob. Speaker 2 00:04:08 Yun nga, kaya nga Alam, yakan na tuloy. Kaya nga sabi ko, gusto ko Maiprotektahan, Tayo sa mga, Ganyan. Yun nga, diba, example din yung kay Vince, bakit ganun? Bakit kailangan ganun yung dating nung email niya na ikaw ang nagkamali, eh given na si Ivy naman talaga ang nagkamali, diba? So, kaya, yun nga, kailangan mag-sync up tayo. Sinmula na nga natin sync up with sales team and then ang susunod ko naman is sync up with projects with construction. Speaker 2 00:04:47 And, ano, ihiwala ko yung IT projects din kasi para hindi magulo yung usapan natin. Ang focus lang natin muna is yung, kasi diba pinakamagulo is si, tawag ito, si Lamarck and Miguel. Speaker 1 00:05:02 Oo. Parang kanina lang, parang kanina lang, hindi alam ni Miguel kung na-order na pala na sa ganitong project. So, meaning, wala silang, wala silang, um, Na project ni Kuya Mark kasi wala si Kuya Mark. So, wala silang List Na dalawa silang nakita. Diba? So, dapat may list sana sila na Pina-order ko to kay Maggie. Tapos, every time naman na mag-order ako Kung P.O. lang ito and all, Speaker 1 00:05:33 Nak-see si lahat ng email, Nila sa kanila. Every time na mag-order ako. So, wala. Parang Another check na naman. Iba na naman pala ito. Yung ganon. Speaker 2 00:05:47 Yeah. So, ayun. Pag, ano, Di ba nga may evidence na na, Mismo sila, Hindi sila makakip-up, Kung ano yung mga nabilat, Hindi na. So, kasi dapat regularly, Chine-check nila yung tracker mo. And, ayun nga, Kung, Speaker 2 00:06:02 Or ikaw, Kung gusto mo, Maging proactive ka Na every before, Or every Monday, Sabihin mo, Oh, just a heads up, Ito yung mga nabili ko. Sa projects na ito, just in case, maitanong sa queue up tomorrow. Ganon. Isendan mo sila ng kung ano yung mga current open projects na pwedeng maitanong dun sa queue up. Ganon. Speaker 1 00:06:33 Kasi meron din kaming i-prenupose nun kay Elisa sa kanila. Kung sana Magbigay sila ng Date sa akin If kailan nila, Kailangan. Speaker 1 00:06:49 Yung ganun. Pero wala. Walang nangyayari. Speaker 2 00:06:52 Patikin nga ako ng tracker mo pala. Sige, tingnan natin. I-review natin together, Kung alin dyan yung mga ano. Hindi sila nagla... Yung sa tracker ba na yan? Pwede silang maglagay Ng kung yung date needed by, Ganun. Speaker 1 00:07:07 Hindi, kasi ito yung procure. Ito, dati, nandito lahat ng project sa taas. Ito yung nakuha ko from EJ at SEC. Pero ngayon, nilagay ko ito lahat. Ay, sineparate ko kasi magugulo din si Julia eh. Every time. Speaker 1 00:07:25 Dito kasi sa tracker na ito, nandito lang yung mga na-order ko na. So, makikita nila. Speaker 1 00:07:32 Ayan o. Tapos yung naka-green believer na, nandyan naman na lahat. Ito, per project na yan, Nandito yung mga project. Kasi ito yung standard, Ata din yung natingitignan nila. Speaker 1 00:07:46 Since noon. Speaker 1 00:07:49 Ayan, kung na-deliver, Nag-place order ako. Speaker 2 00:07:53 Sendan mo nga ako ng link Yan, Mi, para ma-review ko. Speaker 2 00:07:59 Pero yung ano, Kunwari, yung needed na date Na kailangan mabili na to. Paano mo siyang kinukuha sa kanila? Like, um, proactively? Sa tatanong mo, ay, Pwede na bang bilhin to? Ganyan-ganyan. Speaker 1 00:08:14 Mm-mm. Tapos, Um, kung every time na mag, Um, sasabihin nila na, Magkukol tayo, sasabihin nila, Sa akin, meron din akong, Ginawang per project eh. Mm-mm. Sa kanila. Every time na magkukol kami, I-screen, um, I-share ko to sa kanila. At dito sa project ni Primrose, may hindi pa tayo nabibili. Mga ganun. Speaker 2 00:08:42 Do you think kailan mo yan sinasend sa kanila? Speaker 1 00:08:49 Well, actually, parang kung sila ang magsaschedule sa akin ng, Meron yung time na sila yung magsaschedule ng call. Both na sila ni Miguel. Minsan. Si Miguel lang, minsan si Kuya Mark Lang. Pero, habang Nag-order ako sa project na to, Makikita ko na hindi pa, Ito ordered, tatanungin ko sila. Speaker 1 00:09:14 Pero, sila Ang magsasabi. Maglalagay ako ng note dito. Speaker 2 00:09:20 Mag-schedule ako Ng sync up natin, Admin and construction, Project team. Pag-usapan natin yan, yung pagiging aligned natin lahat dyan sa mga procurement side ng project. Kasi isa yan sa mga pain points na nakikita natin para updated ang lahat ng involved. At saka para maiwasan yung mga ganyang eksena nila pag project queue up na sasabihin ganito ganyan. So alam mo yan, kasi nagkaroon ng impression si Pete na... Speaker 2 00:09:59 Alam mo yun na parang, ay ano ba, ginagawa ba ni Maggie yung trabaho niya or hindi? Kasi nga, yun yung alam mo nila. Speaker 1 00:10:06 Meron yung first din na nagulat ako kay Miguel. Nabili lang niya akong in-add sa call nila ni Napit. Pero last year to. Pero nung, bakit daw ngayon lang nabili yung license kay Miles? Oo, sa Kylie Nell ata yun. Ano sabi mo? After nun, oo. Pero sabi niya kasi dun sa email, I-provide ko lahat ng timeline. Speaker 1 00:10:37 I-provide ko sa kanya. I-email ko lahat. Pati yung mga Screenshot na, Email ko din, Kina Kuya Mark. Kung kailan nila sinabi sa akin. Speaker 2 00:10:50 Anong sabi nila? Speaker 1 00:10:52 Wala. Nag-thank you lang si Pete Nung nilagay ko lahat yung, Kasi parang winner ko lahat yun eh. Sa work document ko yan nilagay. Speaker 2 00:11:01 Diba? Speaker 1 00:11:02 Dito lang sila nag-follow up. Yung ganun. Speaker 2 00:11:04 Oo. Doon kasi, Kaya nga importante lahat Ikaw magda-document, Maggie. And every time may green light, Go ahead, Bilhin mo na. Ganun. Yun yung pag-protect mo, Sa sarili mo. And then, Yun na nga, Nakaka-naiinis ako Sa mga recently na, Nalalaman ko na, Alam mo yung tatakboga sa akin, Pakicheck nga itong gawaan Na ganito, Ganyan-ganyan, Parang, But, Ano, Mag-read. They should be on top of this, blah. Tapos, pag i-investigahan ko, Oh, eh, sila na, ano naman pala may problema? Ah, hindi naman kami. Yung gano'n. Doon ako, gano'n ko siya. Speaker 2 00:11:36 Na-encounter. Ngayon ko talaga, Nalalaman na, at nare-realize Na, oo nga nun, ba't laging admin, Na lang ang punching bag ng mga to. Parang, Ganun yung na, ganun yung nafe-feel Ko ngayon. Kaya sabi ko, naging Narealize ko talaga, sabi ko, Kailangan kong gumawa ng paraan Na hindi laging, Magpapasakit. Dapat sa amin ang putok nito. Kaya kailangan i-revisit talaga yung Process ng mga Ibang department na Related sa atin. Yung procurement sa construction, Speaker 2 00:12:07 Yung, Procurement din sa sales, Team, ganyan. Speaker 1 00:12:13 Alam mo, pero sabi ko nga, Nung meeting din namin ni Olivia And Tony and, Michelle ata yun. Basta nung, Monday yun, tapos. Speaker 2 00:12:23 Mag-i-revisit. Speaker 1 00:12:24 Hindi rin masagot actually ni Olivia Dahil may iba-iba tayong process eh. Speaker 1 00:12:30 Yung gano'n, parang, Parang nagsistick din tayo sa process, Natin. Nagsistick sila sa process nila. Speaker 2 00:12:36 Yung gano'n. Oo, hindi tayo In sync. Oo. Speaker 2 00:12:40 So, ayun, kailangan Natin talagang maano. Speaker 2 00:12:46 Kasi minsan kahit Naman sabihin, hindi nila natatandaan na Ito yung process namin. Gano'n. For example, nakaalaman na wala naman palang user start date na nilalagay sa procurement form. So, nito lang nung nalaman na wala pala. Saka lang in-add ni Olivia. Kaya nagtataka ako mismo sa sales team na isa yun sa mga vital information na kailangan nila. Bakit hinayaan nilang ang tagal-tagal na nung process? Hindi sila nagsabi na... Speaker 2 00:13:16 Hindi nyo ba pwedeng gawing mandatory Itong ano? Kasi dito nagkakandaletsa-letsa, Ng ano eh. Yung alam mo yun. Kasi doon ka mag-base Kung kailan ka magmamadaling bumili. Diba? Speaker 1 00:13:31 Tapos diba maalala mo yung Sync-up din natin with Iron Gate, At with Christian. Yung parang, diba, I-check ko pa lang din naman. Pero for the ticket din yun eh. Parang naiba na naman kasi parang Ito. Mag-check ko lang na naman yung Um, tawag na, Onboarding ticket lang. Related ticket lang naman. Diba? At saka, Doon ko lang mag-check yung start date Pala nila. Yes, which is. Speaker 1 00:14:02 Dapat hindi. Pero, Nabili ko na yung laptop. Speaker 1 00:14:08 Ayun. Kasi wala din, Sa related ticket. So, Speaker 2 00:14:13 Kailangan, As soon as makitaan na nila, Kunwari sa sales team pa nga lang eh, Kung napunta na yun sa board nila, As soon as makitaan nila na, Ay, bakit walang start dito? Ibalik na agad or i-check agad na. Or go on boarding yun. Oo, i-audit nyo na agad. So, yun nga, isa yun sa mga, Kung may may isip ka pang Ganyang mga issues na, Tingin mo is hindi na-address. Lalo na kung involved si sales, Ilista mo na rin yan kasi di ba meron tayo. Speaker 2 00:14:44 Tomorrow. May sync up tayo Sa kanila as in para Maging maayos, Na yung process at hindi na Magtuturoan sino talaga ang dapat Alam mo yun, naging proactive Sa bagay na to, sino yun dapat na, Responsible dito, Yung ganun. Speaker 1 00:15:03 Tapos, Actually, hindi ko pa Balay ng report yun. Alam mo yung, AppleCare na at Hindi ko pa balay ng report yun. Yung laptop, diba? Every time na mag-a-ask ang quote. Parang yung sa Apple, diba? Macbook. Diba usually nakalagay sa quote nila na with Apple care. Me, ngayon lang nalaman. Nung nagtaka rin sa ate Jane na bakit parang iba-iba yung sa, ano tawag na, iba-iba yung... Speaker 1 00:15:39 So, parang kung i-add mo yung receipt ng AppleCare at yung MacBook, iba na. So, ang alam ng sales din is pag bumili ka ng MacBook, nandun na yung AppleCare amount. Pero hindi. Nung tumawag ako sa Apple, doon namin nalaman na. So, parang yung makikita mo sa Apple website is additional pa pala sa AppleCare na subscription. Speaker 2 00:16:26 So, hindi nila nasasama sa code yun? Speaker 1 00:16:28 Hindi. Pero nung nalaman na natin noon, hindi ko alam kung binanggit nila sa mga boss nila na mag-a-add sila ng additional. Dun sa quote. Kaya parang Ang last na quote Na kasama, ay na quote Na hindi kasama yung AppleCare is Na amount is yung DTLA. So, yung sumunod na like IronGate Kasama na. Speaker 2 00:16:54 Ah, okay. Pero yung mga previous, So, tayo ang, Nagtayad? Parang. Speaker 1 00:17:00 Nai-eat na siya dun sa ating markup. Speaker 2 00:17:03 Ah, okay. Sige. Ipanggitin din natin yan Tomorrow. And pag may mga naalala ka pa, Ilista mo na kasi for sure, Magiging defensive yung mga yan. Sinabi nga niya. Speaker 2 00:17:18 Ayun yung SOP pala, Mi. Kung mahanap mo din for procurement. Speaker 1 00:17:23 Iba-iba siya, Mi. Although, kailangan nga siyang, Ma-update. Sige, i-update ko na lang, Yung procurement sa project Bago tayo mag-convert. Speaker 1 00:17:35 Yung service ticket. Speaker 2 00:17:39 O, sige-sige. I-follow up natin. And ipa-follow up ko din yung, SOP ka na Chinky. Speaker 1 00:17:49 Although yung AppleCare naman na, Na-solve na. Pero parang Kami lang tatlo ang nag-call. Speaker 2 00:17:55 That time. Paano kayang ma-identify, Yung mga ganyan? Hindi nila nalalaman, Agad na may mga additional na subscriptions, Na ganyan. Parang ang quote kasi. Speaker 1 00:18:04 Nila me is, Um, parang MacBook tapos with AppleCare na. Speaker 1 00:18:12 Pero, sila din naman ang nag-a-add kasi dun sa website ni Apple. Kasi diba dun sa related ticket, pupuntahan ko. Tapos, nakalagay na rin yung link doon sa ticket nila, sa sales ticket. Dun ko siya makikita, dun ko na rin siya i-order. Speaker 2 00:18:35 Oh, okay, okay. So, sige. Ayan, ilist ako rin sa end ko, Pero bukas pag paalala mo din. Feel free na i-share, Kung ano yung mga Nagiging issues lately Para ma-address natin Tomorrow and then, Kailangan ko talaga yung SOP nito. Wait, follow up ko ngayon kay Jinky. Please, thank you. Speaker 1 00:18:59 Although, meron naman tayo dito. Speaker 1 00:19:04 Na-open ko yan kanina. Speaker 1 00:19:07 Halami, hindi ko matapos, Itong kay Anzor. Speaker 2 00:19:10 Okay lang yan. Sinabi ko naman, Sa kanya din na kiniclean up kasi natin, Yung, pero Madami ka na nalagay, di ba? Mga ilang percent ka na feeling mo? Speaker 1 00:19:23 Feeling ko? Speaker 1 00:19:26 Isa feeling ba tayo? Charot. Wait lang. Speaker 1 00:19:31 Meron kasi yung time na hindi siya nagsisave. Speaker 2 00:19:36 Yung walang end date? Speaker 1 00:19:37 Parang, hindi. Um, nalagay mo na tas ayaw. Gusto ulitin ulit. Speaker 2 00:19:43 Hindi ko makagat agad. Speaker 1 00:19:45 Oo, hindi siya kumakagat agad. Speaker 1 00:19:49 Pero minandito naman na ako kay Letter K. Now before. Speaker 1 00:19:54 Tas ito, Pax 8. Wait, kailangan natin ilagay si ShareWeb pala. Speaker 2 00:20:01 Oo, kailangan yan. Speaker 1 00:20:07 May yung mga iba, like for example, yung kasi kakol ko si Ate Jane kanina, Itong mga remittance, tapos nila, ano yan, binabawas natin sa sahod nila. Hindi ko nalilagay kasi galing naman sa kanila yun eh, di ba? Hindi tayo yung nagbabayad. Speaker 2 00:20:29 Like yan, mga Short accident. Speaker 1 00:20:32 Tapos, meron pa yung Isa. So, Speaker 2 00:20:43 Wala tayong binabayaran kay Colonial Life. Like, for example, yung, Minsan yung sinabi, Ni Elisa, Na record-keeping plan, Mga ganon. Like yung Paggangit ng website. Speaker 1 00:20:56 Oo, sabi naman ni Sabi ni Ate Jane, dapat yun Ang babayaran. Yun lang Ang dapat nandito. Hindi yung parang Per Taon na to, sabi niya. Speaker 2 00:21:08 O anong sabi ni Elisa dyan? Speaker 1 00:21:11 Babanggitin ko pa kay Elisa. Ayun, sige. Parang ito, Ang kinuha ko lang is ito, yung basic life. Kasi ito yung, Monthly fee lang natin Sa website. Ito, hindi ko na dinagdag Kasi, Dinededuct naman natin daw siya Sa paycheck. Oo. Speaker 2 00:21:31 Pero as long as may copy ka nyan, Dinownload mo naman yan eh. Oo. Para yan yung backup copy natin. Yes. Ayan. Sige. Basta yung mga ano, Tanong mo na lang sa kanya. Baka may binabayaran kasi tayo, Sa website din eh, Or sa portal. Oo. Sige. Sige na lang. So, Ayon. Final up ko na. Ay, di ko pala nasend. Ang daming code conversion. Speaker 1 00:21:59 O, may pera dalo. Okay lang naman. Speaker 1 00:22:11 Si Monty. Speaker 1 00:22:13 Pepe. Speaker 2 00:22:17 Ano pa ba? Bote, tinetsa ko kung may mga nagchat-chat pa sa akin. Speaker 1 00:22:23 May mga ako din. Speaker 2 00:22:24 Grabe, walang magdala niya sa pamilya. Anto, hilong-hilo na ako sa uniforms kanina, te. Panay-panatawag, May Anzor. Tapos sabi ko, shit, di ako matapos-tapos. Speaker 1 00:22:35 Kaya ko sabi ko, ano ba yan sa April? Sabi ko, kaya hindi rin ako, Humiimig pa kanina. Sabi ko, wait lang, wait lang. Sasabog na lang ako Kay April, sabi ko. Speaker 2 00:22:45 Ayun na nga, after nga nung ano, Naalala ko, gusto lang mag-asawa. Ano nang palita dito? Ganto, ganyan, ganyan. Sabi ko, ay, Shit, sabi ko. Teka lang, nakalimutan ko. Speaker 1 00:22:57 Di ba? Paano mo naman matatapos trabaho mo? Speaker 2 00:23:00 Oo, tumawag pa ako sa Paris kanina. Kasi nga may tinatanong na naman niya na ano ng balita doon sa restaurant niya. Tapos sabi ko, shit. Kaya bago ko siya replyan, tumawag mo na ako sa Paris. Buti open pa sila. 9pm pa lang. Speaker 2 00:23:17 Kaya nakasagot agad ako sa kanya. Ay, ganito yung ano nangyari. Blah, blah, blah. Hindi ko muna siya sinagot eh. Kasi sabi ko, Shit, wala akong isasagot dito. Buti na lang. May nakausap ako. Diba? Go me. Kaya, Ay, gusto ko talaga. Alam mo yun, Minsan thankful ako, Na napunta sa akin Ito yung position na ito. And blessing naman siya. Pero may times na, Syempre, Pag may, Lalo ngayon, Di ba, Uyak-uyak pa ka ako Sa'yo dati din. So parang may times na. Speaker 2 00:23:48 Pag kunwari overwhelming. Tulad kahapon, una sa akin Pinagawa tong Gaming license na to. Umiya kaya ako sa jowa ko. Sabi ko, Hindi ko na, hindi ko na kaya. Nahihirapan na ako. Sabi ko, Kaya mo yan na figure. Kung paano mo na figure out ang mga bagay-bagay, Dati na di mo alam. Kaya mo ulit yan. Sabi ko, Matutulog mo na ako, Lord. Sabi ko, sobrang, Sakit na ng ulo ko. Sabi ko, gusto kong ma-clear out yung. Speaker 2 00:24:18 Isip ko. Matutulog mo na po ako ganyan-ganyan. Sana sa pag-isip ko gano'n. Sabi ko, Ituruan nyo ako saan ako dapat pumunta. Ayun. Tapos nung, Pag ganyan talaga super pray ako. Tapos nung pag-isip ko, Na-refresh yung isip ko. As in, Ang lalim ng tulog ko nun, Day. Tapos, Pag-isip ko, Ayan na, Nag-refresh na ako, Kung ano yung mga notes ko. Ganyan. In-organize ko Bago ako tumawag, Dun sa, Nevada Gaming Board. Speaker 2 00:24:50 I know they, ayun, Ang ending, yun nga, pinareach out din naman ako, Sa, basta may email silang Binigay. Pero kasi, Hindi yun ang gustong mangyari ni, Anzor. Yung nakuha ko kasing Sagot Is, ang dapat na mag Register ng mga license, Ng mga technicians natin, is yung Naghire sa atin na kliyente natin sa Nevada, Which is yung Maverick Gaming nga. Speaker 2 00:25:17 Sabi ng answer, hindi. Hindi yun ang goal. Ang goal is tayo talaga ang magkaroon ng, License, hindi yung I-register nila yung Text natin under them, ganyan-ganyan. So, ayan, back to zero, Ako kanina. Check-check ako ng Instructions, Ganyan, And mga na-fill out ako ng form. Tapos, meron pa kanina, meron akong, Personal na mga forms, and Ang daming personal information na kailangan. Sabi ni Katerina sa akin, I'm on their world, ganyan-ganyan. Pwede pakalista mo na lang. Speaker 2 00:25:48 Kung ano yung mga kailangan ko, and I-ano ko sa'yo. Nung trinay ko, ilistakala ko, Kay Mike Silang, putek, nakaka- Pang ilang page pa lang ako, ang dami ko pa palang, Pagdadaanan. Sabi ko kay Katerina, Katerina, sabi ko nung while I'm writing, Yung lista na kailangan mo, I've realized ang haba nitong listahan na to. Tapos nilista ko sa'yo yung mga kailangan. And sabi ko, maraming box Na kailangan mong itik. So I recommend na sabi ko. I-review mo na lang ito pag uwi mo And then saka mo isagutan kasi, Kailangan accurate yung mga isasagot mo dito. Speaker 2 00:26:20 Ayun. Sabi ko kayo, answer, answer. Just a heads up. Sabi ko, Katerina's on the road. Sinabi kong pag uwi na lang yung Sagotan to dahil Kailangan mong focus and, Concentration niya dito sa form na to. Ang daming mga personal, Info na kailangan yung, I-disclose dito sa form na to. Sobrang higpit. Including mga, meron ka na bang arrest warrant Before, may mga cast, Even mga. Oo, mga ganun. Speaker 2 00:26:52 Ano, mga licenses Ang meron ka. Siguro mga gun, Firearm, ganyan-ganyan. Kaya dami. Sabi ko, ay, hindi ko ito alam. Abutin ako ng siyam-siyam Dito. Kaya Inutos ko ng Kayanast. Nung sinabi ni Anzor na Work with Katerina. Okay, Katerina, bahala ka na dyan. Go daw dyan. Ikaw daw dyan. Ay, naka. Ay, naka naman. Iyak lang natin. Oo, laban ako ulit. Ganun talaga. May times talaga na Misa niisipin mo na lang, Speaker 2 00:27:23 Okay, at least sa comfort ako Ng bahay ko, Nag-work, Kasama ko yung pamilya. Alam mo yan, Iisipin mo din sa ano eh, Doon ka babalik na. Oo, yung iba din na mukha lang. Ang mahal ng gas ngayon. Diba? Mga masahiro ka, Traffic and all, Ganyan. Ganyan talaga. May ako lang kasi alam mo, after ko mag-work, Napapaniginipan ko. May ganyan talaga. Ako din. Speaker 2 00:27:50 Noong nag-office ako Sa Crimson, napapaniginipan ko Na yung yun, Tay. Kaya Sabi ko nga, bilang kaka-one year Mo pa lang naman, titibay ka ba? Madami pa bang pagdadaan na Mapapatibay pa sa'yo. Dati ganyan din ako. Hiniyak-iyakan ko. Pero ngayon, Kahit saan mo ko, anong pasikut-sikutin. Gano'n. Makakabisado mo din yan. Yung nang talaga, Talagang, makinig ka lang sa Mga sinasabi namin sa'yo, like mga Advices, ganyan. Yung nga sinabi ni, Ano din, maging proactive ka, Speaker 2 00:28:21 Lalo na pag may mga long lead time na ganyan, Check for alternatives, Mag-suggest ka, gano'n. And if you see something wrong, sabihin mo Sa'kin. Sabihin mo, ay April, mukhang, Dito nag-work sa process natin. Parang, mas tumatagal tayo sa Ganitong process. Or may ganitong Amazing process na, Mag-suggest ka. Nagpapadali ng kailangan ko para Alam mo yun, makomplete ko tong task to. Ganun, be proactive. Magsabi ka sa akin and then, Para ma-erase natin, canapit. Speaker 2 00:28:50 Sige. Speaker 1 00:28:51 Alam mo, yung lead time ng, Cisco or I mean, in-gram, Feeling ko wala tayong alternate doon. Chort. Speaker 2 00:29:01 Na maayaan pa, ano? Speaker 1 00:29:04 Oo, kasi sa Cisco din lang sila Umo-order. Meron yung isa, kaya lang Nakita din ni na Pete na mahal. So feeling, kaya nung sinabi, Ni Olivia doon sa queue up meeting, Kanina is mukhang aantay Na lang yung May. Speaker 1 00:29:22 Kasi sobrang mahal. Parang Matatwais na yung atin. Eh syempre, Yung minsan kung maghanaman din Tayo ng vendor, may quote na tayo eh. Speaker 2 00:29:37 Para wala tayong Hindi ba tayo allowed? Hindi tayo allowed bumili sa iba? Speaker 2 00:29:44 Pwede naman. Ingram lang talaga? Speaker 1 00:29:48 Kay Ingram kasi Cisco sila kumukuha. Kay TDC Next din. Parehas na Cisco. So, ang ginagawa namin, With sales or minsan kung, Meron, kung sasabi, Tatanungin ni na Vincent or Mike, Yung lead time, Sila na ang, Magtatanong kay Ingram at saka Kay Titicinex. Kaya lang, Depende pa rin kung kailan, Maa-approve yung Quote. Speaker 1 00:30:20 Parang, hindi rin Accurate yung lead time nila. Speaker 2 00:30:24 Kunwari, pag hindi pa signed yung quote, Gumagora ka na bang mag-check ng lead time? Or, ang next Step is, pag na-approve pa lang, Ay na-convert, saka ka palang mag-a-hand. Speaker 1 00:30:36 Doon. Kasi doon ko palang Makikita yung quote. Speaker 2 00:30:39 Ah, yun na. Tama, tama. O, dey, ayun, Kung nga rin, kung yun, like, for example, mga, Hindi na natin controlled na lead time, Always give a heads up dun sa mga Involved na tao. Kasi, Alam naman nila, I'm sure aware sila, Dahil na matatagal talaga ang lead time Ni Meraki and Si Cisco. O, at saka sinabi rin naman nila yun, Speaker 1 00:30:59 Diba, sa meeting din natin? Speaker 2 00:31:01 Mm-hmm. And then... Ilang beses? Oo. Kung talagang, Mga urgent, like for example, yung minsan Yung pinatanong ko sa'yo kay Gabby Kung may spare. Pag mga urgent, magtanong ka na lang, Sa HQ. Meron ba tayong spare, Na pwede natin ma-install, Muna for now? Ganyan. And speaking of, dumating na ba yung order talaga nila? Si ano yun, diba? Speaker 1 00:31:23 Ah, okay. Si John Tracy. Dumating siya kahapon. So, ang ginawa Ni Gabby, kinonfigure, Niya. So, Na... Key, meron atang I... hindi ko alam kung tomorrow Yung schedule nila, Vlad, At Kevin na pupunta doon. Speaker 2 00:31:42 Ayan, very good, very good. Ayan, buti naman. Ayan, ganun na lang, Mi. Pagdating sa Cisco, Ganun ang gawin mo sa Meraki. And pag sa, Laptops, ayun, alam mo na, may mga workaround Tayo dyan, pag mga urgent. So, ayun, feeling ko naman, Ngayon na, unti-unti na natin na-identify, Ang mga bagiba, guys. Magiging, Nawa ay maging smooth sailing na ang lahat at alam mo yun parang hindi na nagkaka-issue sa atin lalo na sa admin team alam mo yun kasi ang goal naman talaga natin is protectahan ng bawat team member ng admin team and yun nga. Speaker 2 00:32:17 Ngayon ko na na-realize yung the way na mag-pushback si Marvin dati pag na-involve si admin. Speaker 2 00:32:28 Laban lang ni... Laban lang ang pumotektahan ko. Yes. Pumotektahan ng buong PH. Hindi sila ganun. Hindi sila ganun sa atin. Admin lang. Diba? So, Hindi ko rin alam pa nung... Siguro minsan may mga times na... May times din nung bigla kami nag-call ni Vlad, Ako, O si Miguel, And si Mark. Kasi yung tinatanong nga, Bakit mali yung nakalagay na license kay... Si Camor, na. Speaker 2 00:32:59 Dapat blue box pala Sila, hindi Lenel Ba? Hindi niya tayong, Issue. And then, Pina-explain namin kay Ivy, May template ba kayo na ano? Baka, Kasi typo error to, nagkamali Lang kayo, ganito-ganyan. And hindi rin nila ma-figure out, bakit Ang laki ng discrepancy ng pricing, Sa end daw ni, Miguel is ganito-ganyan. So, Speaker 1 00:33:25 Magulo ang, Pag-, I mean, magulo din kasi sina Miguel at Mark. Sa totoo lang. Ibigay nga nila yun. Pero, ang feeling kasi nila din, like for example, ang problema ko din dyan sa construction is magbibigay sila ng specific na product. Ibe-base ko sa quote. Saan dito sa quote? Gaganon ako mi. Baki screenshot. Gaganon ako. Tapos sasabihin nila under nito. Guys, magiging not billable ito kasi nga wala sa ating code. Gaganon ako. Kasi ako naman ang papagalitan ng finance kapag gagawin sa PO tapos makikita nila wala sa ating code. Speaker 2 00:34:14 Ano saan yung sasabihin nila pag wala sa code? Speaker 1 00:34:16 Sabihin nila kasi yun daw yung... Na forward na quote, yung gano'n. So, parang sihin din nila, Yung client daw Kasi ito na yung na-propose Namin tapos ngayon lang sila Ngayon na ito ma-identify. Oo. So, Hindi rin nila nakikita. Like, for example, Sana nakita na nila yun sa, Excuse me, sa Sycamore, Sa Shelby. Sana dun sa sumunod Na quote natin nila, Sana naglagay man lang sila. Speaker 1 00:34:47 Na something para makita. Cover up ng hindi pa na-identify Ng mga products. Kasi ang daming bill up Are not billable. Speaker 2 00:34:58 Wait, lilista din natin yung mga ganyan-ganyan. Speaker 2 00:35:03 So, kunwari, Approved codes, tapos, May pina-add si client. Speaker 2 00:35:12 Kumaga parang pinahabol. Speaker 1 00:35:15 Or, Speaker 1 00:35:17 Hindi naman si client siguro. Sila ang nag-identify na kailangan. Ah, na kailangan pala. Ah, okay. Yeah. Masasabihin nila Under dito. Pero wala Naman doon. Speaker 2 00:35:33 Pero kung ano din yung. Speaker 1 00:35:35 Feeling ko kasi kung ano din yung bigay nila, Yun din yung Itukot. Speaker 2 00:35:43 So paano yung pag gano'n, tinahabol lang nila? Dahil late na nilang na-identify. Babalik ulit sila kay client to Request for approval na Walang quote. Ganon. Not revised quote. Hindi na. Ay, talaga. Hindi pa tayo lugi doon. Speaker 1 00:36:03 Nakukuha na lang sa markup natin. Yay. Speaker 1 00:36:09 Ang dami may yay. Oo. Hindi pa tayo nalulugi. Di ba? Speaker 1 00:36:15 Kaya nga sabi ni Robert nun, Nung meeting ng admin at saka finance, Na parang yung construction ang nakakastress. Dito pa tayo, hindi. Parang hindi siya worth it sa kita. Mm-hmm. Parang ganun. Speaker 2 00:36:31 Kasi hindi naman ganun ka-profitable pa ka? Mm-hmm. Speaker 2 00:36:37 Ayan. Basta may pag may mga naisip ka pa, Lista-lista ka lang. Create ka ng, kunwari, draft mo Or sabihin mo, kunwari, lagay mo, Construction, IT project, Pain points, sales, quote Or quote, pain points, ganyan-ganyan. Mag-lista ka, Sa everyday na Na-encounter mo para at least, Mapag-usapan natin and, Meron tayong ma-identify na, Agad-agad. Sige, may. Speaker 2 00:37:08 Asya, sige. Laban lang. And tomorrow is Another day. New beginning. Speaker 1 00:37:16 Thank you, Maeve. Speaker 2 00:37:16 Yes, that's it. Bye-bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=543164c6-308c-425f-89cd-7f7b3e5206b9&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3NjkwMzg5MiJ9.CgoKBHNuaWQSAjY0EgsImuKUt4y0kD8QBRoNMTAwLjI3LjIxOC4zNCosNi8xUHozellDVHl5RHV1UHRkSXR0UzhScGZCR0JjYmVLaGhDbFNuV1I3bz0wmgE4AUIQogya-VmwABCPbqdJ_Q_PDEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.uf6r8GiiqXZEBch3JBCixIuZtRlKjip8x7V5PVjYlzk&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
06-29 Weekly Meeting: IT & Security Project Updates, HR Access Request	> Date: 2026-06-29 12:00:18 > Location: [Insert Location] > Participants: [Sergio] [Speaker 2] [Jennifer C] [Crystal] ## Meeting Notes ### Health and Work Updates - Speaker 2 is recovering after an unexpected hospitalization from Sunday to Friday due to a severe infection. - They are working from home and easing back into a four-day workweek. - Speaker 2 has a doctor's appointment this evening to schedule upcoming outpatient surgery, which will require one day of absence. - Colleagues, including Robert and Gaston, have been supportive and kept Speaker 2 updated while they were out. ### IT & Security Project Updates - New Security Software: The team is rolling out new security software. Robert and Gaston are collaborating with the security team on this initiative. - Fish Alert Feature: A new "Fish Alert" tool will be added to Google Mailboxes tonight or tomorrow. - It allows users to report suspected phishing emails for system verification. - An email with instructions will be sent once the feature is confirmed active. - MFA Rollout: Multi-Factor Authentication (MFA) is 100% complete. - Data Center Internet: The team is expanding data center internet capacity to resolve ongoing backup issues. - Box Decommission: A meeting with Box is scheduled next week to discuss decommissioning ahead of renewal. - Billing and Phone Lines: Speaker 2 is working with TPX to resolve double billing and consolidate duplicate phone lines. ### New Hire Equipment Request - A need has been identified to provide headphones to all new hires for training and general use. - Speaker 2 is waiting for Robert and Gaston to provide details on the specific headphones previously used. - Once the information is received, a cost analysis will be conducted. ### HR Drive Access Request - Dr. Barber requested access to the HR drive, which contains all employee and personnel data, from his personal home computer. - Granting this access would require a VPN and poses significant security risks, potentially exposing the entire network. - The initial recommendation is to deny the request. - Conclusion: Jennifer will discuss the request with Dr. Barber to understand his specific needs. Speaker 2 will provide security-related talking points to support this conversation. ### Dr. Barber’s Remote Access Issues - Dr. Barber reported being unable to access Belinda’s delegated email from home, though he can access it in the office. This is suspected to be user error. - Dr. Barber does not have a work-issued laptop. - Providing him with a work laptop and a proper home office setup (including a large screen) was suggested to resolve security and access issues. - Team members have previously gone to his house to assist with setup and can do so again. ## Next Arrangements - [ ] Speaker 2 to send an instructional email about the "Fish Alert" feature once it is live. - [ ] Jennifer C to discuss the HR drive access request with Dr. Barber. - [ ] Speaker 2 to provide Jennifer C with security talking points regarding the HR drive access request. - [ ] Robert and Gaston to provide information on headphones previously purchased for new hires. - [ ] Decide whether to provision a work-issued laptop and home office setup for Dr. Barber, and assign ownership/timeline. - [ ] Conduct a cost analysis for new hire headphones after receiving model details from Robert and Gaston; define procurement and distribution timeline. ## AI Suggestions > **AI Suggestions** > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. A definitive solution for Dr. Barber’s remote work setup and access issues was not decided upon. While providing a work laptop was suggested, there was no commitment or action item to pursue this solution. > 2. The process for procuring and distributing headphones for new hires is pending a cost analysis, which depends on information from Robert and Gaston. The timeline for this action is unclear.	Jun 29, 2026	Speaker 1 00:01:06 Hey Jennifer. Are you back? How are you doing? Speaker 2 00:01:35 Um, I'm home. That's the most okay. Speaker 3 00:01:38 So praise the Lord for that. That's always a good thing. Speaker 2 00:01:42 Yeah, I really, I really feel like it kicked my ass last week. It was very unexpected. Speaker 3 00:01:50 Well, I would imagine anything, sometimes things happen, unexpected. Yeah. Well, I hope you're on the mend and whatever. Speaker 3 00:02:04 Well, that is for you. Speaker 2 00:02:07 Yeah, I'm getting there. I have a doctor's appointment this evening, and we're gonna work on getting the appointment for the surgery. Okay. So still gotta have surgery, But most of the reason I was there was just because the infection was so bad. Mm- hmm. Speaker 1 00:02:27 Oh, I'm sorry to hear that. It's okay. I'm just glad to be able to work today Right? Speaker 2 00:02:36 Easing it in slowly this week on a four day week is perfect for me. Speaker 3 00:02:40 Mm hmm. This is a very busy time for us right now, end of fiscal year beginning of the new one. Yeah, especially with all the things going on, it's a little bit crazy right now. Speaker 1 00:02:53 I completely understand that. Is everybody else coming to join? Speaker 3 00:03:00 I don't know, I'm texting them right now. Speaker 3 00:03:06 I was hopeful. He gave you guys all a heads up on what was going on. Well, I mean in true fashion, He just said that you were out and you'd be out for a few days, but there's you know yeah everybody's respectful of your uh. I just know okay she's out. Speaker 2 00:03:28 Yeah, I landed in the emergency room on Sunday night and, Didn't leave the hospital until Friday. Oh, wow. Speaker 3 00:03:37 Well, that's really not cool. I'm so sorry. Speaker 1 00:03:42 It's okay. But. Speaker 2 00:03:47 Everybody's been great like I am worked on today. Everything they got rescheduled from last week, just getting them rescheduled for this week. And uh, working with Robert and Gaston on a couple. Speaker 1 00:03:57 Of issues that came up last week Hmm. Speaker 1 00:04:03 Hey, Erin says she's coming. Speaker 1 00:04:35 Anzor even checked in with me today from London. Well, that's always nice. Yeah. Let's find my where's my drink? I'm losing drinks today. That's no fun. No. Speaker 1 00:05:06 And then I gave the cats a, dirty look because I'm sure they didn't want to. That. Speaker 3 00:05:14 Is never fun. Speaker 2 00:05:17 Ever since I got home, they've been inspecting my food and making sure that I am laying down. And if I'm not laying down at an acceptable time, they jump all over me to get me to settle. They are worse. Speaker 3 00:05:32 Than pets, but, I would imagine they're pretty intuitive. Yeah, they are. And they know something is wrong. Speaker 1 00:05:42 Hi! Hello. Busy Monday. That's what I said. Yeah, hang on one second, Speaker 2 00:05:52 I'm gonna mute you guys just for a brief moment? Okay. Speaker 3 00:05:59 Hey how, Are you doing my dear? Speaker 4 00:06:01 All over the place with, It being a short week, last week being a short week, trying to catch up with people. And then that incident on Thursday, Some people we got was like, oh, I got a doctor's note to work remote. So like no interactive process, shut it down. So that means everybody needs to work remote. Like you take time take time your CAP, but it was Raven, so they handled it. Mhm but trying to just I have some other stuff lingering. I really want to head out the park, so I am trying to get that with getting that going. Beach it, I don't know if they're this. We got right a letter because. Speaker 2 00:06:41 I am actually not French on home this week and mostly am still on semi-solitude, Speaker 4 00:06:50 You know? Chris got a flat tire most. Speaker 2 00:06:53 Of the soup and stuff. Speaker 4 00:06:55 I think she's also she's very stressed. I think about July one. I was like, girl, it's gonna be what it's gonna be. I mean, I get it, but. Speaker 3 00:06:60 I talked to her for about forty minutes this morning just about stuff. I think we need to address. I'm going to send out an email to all the directors. Okay Just with some updates. So we scheduled a meeting with the FSP directors and then also have we have a meeting with the admin FSP admin folks that are coordinating SRTs to try to But maybe tomorrow. See where they are and try to manage some things. It'll be all right. I told her I was like, don't freak out, Like cause nothing has to like automatically change as of July first other than Right. Speaker 2 00:07:33 Yeah, either those six weeks or the referrals are gonna come, Speaker 4 00:07:37 Huh? Right. That too So But let me text you back later. Yeah How was your drive back? Um. Speaker 3 00:07:45 Good Back to see my dad on the way home I thought might see him, cause he's down. From NYU for a little bit. Oh, nice. It's amazing to watch them grow up and get a, you know, be an adult and live on their own. Gallivanting around the world more than I am, I'm like this is not acceptable. Yeah. I just came back from Paris. I was like, why didn't you tell me to sit down or take me with you? Yeah. Speaker 2 00:08:22 Alright, I'm back. I'm sorry guys, my phone rings when ringing off the hook today. Understandably so. Speaker 3 00:08:31 Yeah, thank you guys for your patience from last week. It was a little crazy. We're just glad you're back. Me too Um, I put in a link to a document that I've prepared today Uh, it's still an active document. Speaker 2 00:08:51 I am not going to take up too much of your time. I just wanted to get that over. Last week everything went through like clockwork. The guys were great. They did keep me updated on what was going on, so that I would have a heads up as everything was being worked through. And bear with me, guys, I am still not one hundred percent yet. It's going to be a bit before one hundred percent. From from my understanding, he didn't tell you guys everything that happened, But I ended up in the emergency room last Sunday and I ended up not getting discharged from the hospital until Friday. So um, I'm I had to have to have surgery. Um because it couldn't have surgery because of the infection was so bad. We had to wait for it. But I am going to have surgery soon. Uh I'll be out only for one day. Speaker 2 00:09:50 Cause it's an outpatient surgery, and then I should be good to go. I would not wish that on my worst enemy. Speaker 4 00:09:57 So, sorry, Christi, but keep us you know updated if you need something or if you're unavailable. We understand we'll work with the guys while you're out. Take care of yourself for sure. Definitely working on that. I have too. Speaker 2 00:10:10 Many people trying to take care of me, which is nice. Sometimes that's worse. Yes, yeah. So. Um, so in the tickets and everything, uh, things went like went really well. Um, we are starting to roll out new security software. Okay. So the team is working hard. I know, Robert and Gaston, both are working with the security team to get things cleaned up and going there. Um, Tonight and tomorrow. Uh, there's a new feature that's gonna show up in everyone's Google mailboxes. Speaker 2 00:10:49 I am going to uh send an email either today or tomorrow. Once I have confirmation, it's been turned on uh, showing how to utilize that tool. Uh, but it's called Fish Alert. So if anybody gets an email that they suspect to be phishing, uh, they just report it that way, and the system will check it out. So um I do we do have MFA rollout status is completely done. So fantastic there. Um. We've really been working through that, trying to get that all nailed and put together correctly. Um, we're working through the backup stack. We're working through trying to expand the internet at the data center so that we can get the backups working correctly because we're still having some issues there. Um, sorry. And uh for the ADP and physical logs. Speaker 2 00:11:46 Things happening, but Crystal, You and Aaron should be able to fully do what you've got to do at this point. Okay. So let me know if there's anything missing on my end. Um, And then I have a meeting with Box next week, because Box is soon to be dedecommissioned because your your renewal is coming up. So we need to decommission that. Um. So we're going to take a look at what that's going to be. And uh and where we need to go with that. Speaker 2 00:12:17 Um, a couple of things I need from you guys. Um, we need to work on. We need to start getting headphones for new hires. Uh, they used to have them, Uh but they haven't had them in a while, and it's getting to the point where they needum they need to get those uh purchased and handed out because they're running into some issues with training and things like that. Um. Speaker 4 00:12:46 Orientation or new hires in general, like for them to take with them. Speaker 2 00:12:50 New hires in general, for them to take with. Speaker 4 00:12:52 Okay, okay, okay. Speaker 2 00:12:56 You know one of the things I'm waiting on from Robert and Gaston is what it is they used to get in the past, so that I can get a cost analysis done. Okay. So um and then the other thing is okay. So this was this was a little difficult to talk about. Um, Doctor Barber would like on his home computer access to the HR drive. There is some security risks with that. Speaker 4 00:13:32 HR drive meaning um can you what's on the HR drive? Speaker 2 00:13:39 All employee and personnel data. Yeah um. Speaker 4 00:13:44 And it's his personal computer, correct? So his Mac. Speaker 2 00:13:47 Yes. And we would have to give him a VPN access to do that. Uh. Speaker 2 00:13:55 Okay, My initial thought was no. Um just knowing some of the issues we've had lately. Now I agree, one of the things. So we want to see why, Speaker 4 00:14:07 Yeah, yeah, what does he? What does he need? Because if it's something he needs I feel like we could get it to him because that's not something that he. Um, uses on a regular basis. Speaker 2 00:14:16 Right. So I was going to ask if you guys would step in on that one. Yep. Okay. Jennifer, like to like have the conversation with him? Yes. Right Okay Yeah Well, If you can give us the pointers about like to help like on the security side and and that would help us Yeah Exactly. Speaker 2 00:14:43 Absolutely, I'll get that over to you guys uh this evening. Okay. How about you? Speaker 4 00:14:49 Because, he could doesn't he have access in UKG to. He has super admin access. So if he needed to look at anything, he could look in there from his work computer, correct? My understanding was yes. Okay, so I need okay. Speaker 3 00:15:06 But he didn't say he didn't say like what specifically he wanted to see. He just said I want access to the HR drive. Yes. Okay. Speaker 2 00:15:14 Yeah, and um given some of the issues lately, that would give a bad actor access to the entire network. Speaker 4 00:15:26 Yeah. Mhm. Speaker 2 00:15:28 Yeah So just just a heads up on that one. Um And I think those were the two main things that were brought up as issues, while I was out. Speaker 2 00:15:42 Gaston very politely put him on and said," Hey, let me look into this." Also, Speaker 4 00:15:48 I have a question, Christi. Currently, does Doctor Barber have access to Belinda's email like I do? Where it's delegated and I just go click it and it pops up. Speaker 3 00:15:57 Yes. He says he doesn't have access to it when he's at his house. And I don't know if it's just— it's probably a user error more than anything else. I know he's not technologically savvy, but he'd said that to me. Speaker 4 00:16:12 So, He doesn't have like he won't have access to it on his personal email for sure. But, yeah, I guess we just have to ask. Speaker 3 00:16:20 Well, He says he's able to do it. You know when he's in the office, but he can't when there's emails when he is at home. So I don't know what he's doing wrong. Speaker 4 00:16:29 User error. Okay, I just wanted to make sure if she had access at least at work, but he should be able to use his work computer. If you take, He has a work laptop, right? Speaker 2 00:16:43 Christi, Does he have him I don't have him listed with the work laptop. So, Speaker 4 00:16:46 What if he so when he's at home and he needs to access work emails, what does he use Do you know. Speaker 2 00:16:58 He's on the computer. Speaker 4 00:16:60 Got it. Okay, That's then that's probably the issue at the work computer NO_CORRECTIONS like it, at least the way I can see Belinda's emails I go to like my name and where it says, like other emails. And it just says like Belinda delegated, so I just click it. So if he doesn't have that set up on his personal computer, I see why he wouldn't have access. It's not the same, but okay now. Speaker 3 00:17:23 Does he just refuse to have a laptop that he uses from home? Speaker 4 00:17:27 I feel like he needs one. I don't know because I want, Speaker 3 00:17:32 You know like because maybe that's it. Maybe we get him a laptop for home. I mean, I could understand why he probably needs like a big screen. He probably needs to have like a proper setup where he's like that laptop, and then that way at least you can control the security. I would imagine better, but you know, But I also know that he needs the big screen, otherwise he can't see shit. So right. But maybe that's why he uses his Mac. You know, I have a Mac at home and I like the screen. You know, it's big enough. I can't use a laptop my Mac. You know laptop because it's too small for me. Speaker 3 00:18:07 So, I don't know. Speaker 4 00:18:10 That's what I'm saying, But maybe if if he has the work computer and then we set him up, but I don't know where that would go. He might not want to move his other, but we will we'll probe. I don't know. He's on he's coming in. Speaker 3 00:18:21 We know he needs a lot of handholding, so it requires probably somebody coaching frequently on how to do it. Yeah, Speaker 2 00:18:30 Guess, Ron has gone out to his house and get things set up better for him. Sure. Speaker 2 00:18:36 And we can keep doing that. We can send it back out. Speaker 1 00:18:39 Okay. Got it. Yeah, all. Speaker 2 00:18:47 Right, And then um I think everything else in there. Um there's some things I still got to confirm. And that's on the report that I got to confirm it, but they'll probably be confirmed for next week's report. Okay. But we're. TPX has been great working with me on some double billing issues. I'm trying to get those cleaned up. Um, and I'm working on uh consolidating all the double phone lines that we have. So, so we'll get there. Speaker 4 00:19:18 We will, and Christi, please take care of yourself. Speaker 2 00:19:21 I am, I am don't overdo it. Speaker 4 00:19:24 I say that knowing it's hard for us not to do things, but don't overdo it rest. I am, I am. Speaker 3 00:19:31 We are all going to say. Speaker 4 00:19:33 I know it's easy. I can give this advice, But I remember when I had pink eye in both eyes and I am like on a call. You know, Speaker 2 00:19:44 I called my best friend. I am like," I am not sure if I need to go to the hospital again or not." She's like," I'll be right there." You would still be at home. Yeah, no, no Christy. They loaded me up on an ambulance and that's all I remember that night. Speaker 4 00:19:58 Christi crazy Jesus, Well, take it easy. Oh, yeah. That is. Speaker 3 00:20:07 I'll find easy. Speaker 4 00:20:08 Yeah, well, The guys have been great. If it's an emergency, we'll call you. But yeah, Speaker 2 00:20:13 They have been fantastic. I could not say enough about either of them. They've been doing really well. How did Friday go by the way? Speaker 4 00:20:22 We've gotten great reviews. Uh the staff even today people were coming in, like this was the best one yet. So everyone had a good time, which was the purpose for everybody to relax and fellowship. So, hopefully, yeah. Speaker 2 00:20:39 I know the guys um they were when they were leaving, they gave me a heads up that they were leaving uh, and they were looking forward to it. So. Speaker 4 00:20:47 Yeah, they were very helpful. I think they're used to always having to do all this setup and prep work, and so they were like," What do we need to do?" We're like just show up if you guys if we need help great, but if not enjoy it. They were like. Okay. Yeah. So that was nice, but they were very helpful. Okay. Speaker 2 00:21:04 All right, well I'm gonna leave you guys alone. Um okay I'm gonna go take a. Speaker 3 00:21:08 Nap Bye Take a nap Thank you I wish Bye guys Bye guys. Okay, take care of yourself Bye- bye I will bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=c5cff833-c4d1-4131-a741-aea41501595c&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA1NDE2NiJ9.CgoKBHNuaWQSAjY0EgsI0vLyqI32sD8QBRoNNTQuMjQyLjE2My42OCosUzEzaStTQVQwVGJJTGVCQlNsbEwyVFVnMWFUTks4SW1CaVdndUVGcjBtRT0wmgE4AUIQoic-AaYQAAD7rrhS20SAGUoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.1tdobtLQxtOOkHmiBHK6T1iSjrT3bZVfXQuOSUVl6SU&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	—	day-verified 2026-07-16 (6/29)	—	—	—	✓
05-05 Aligning Microsoft 365 Licensing with Conditional Access: Avoiding the ‘One-License Unlock’ Myth in Quotes	## Core Synopsis The sales rep is anchoring a quote decision on a legacy licensing myth—that one Microsoft 365 Business Premium license “unlocks” Conditional Access tenant-wide—which is now unreliable and likely being tightened; the technical and commercial reality is that Conditional Access requires appropriate premium licensing for the users governed by those policies, and promising tenant-wide security on Basic/Standard SKUs risks non-compliance and customer backlash when enforcement changes. The call shows a new prospect pushing for cost savings (Business Basic/Standard), while the rep recognizes the security gap and intends to “push for Business Premium.” Christie’s comment (“it’s been that way in the past, but we might be seeing a change soon”) is the tell: enforcement is shifting, so any quote premised on loopholes is strategically weak. We are committing to a pricing and security stance that does not trade short-term savings for long-term risk: either scope Business Premium for users who need Conditional Access or explicitly position lower-cost SKUs without those controls. ## Licensing Reality vs. Sales Positioning ### The Customer’s Pivot to Cheaper SKUs - The prospect shifted from Business Premium to a mix of Business Basic and Business Standard to save costs. - That shift removes security capabilities (e.g., Conditional Access) from most users, creating a functional and compliance gap. ### The Licensing Myth and Its Risk - The rep’s working assumption: one Business Premium license enables Conditional Access tenant-wide. - Christie’s signal: historically permissive behavior may change; relying on it invites exposure. - Risk vector: quoting Basic/Standard while implying Premium security sets up future non-compliance and trust erosion when enforcement tightens. ### What Conditional Access Actually Implies - Conditional Access is a premium control tied to Entra ID P1/P2-level licensing; it must cover the users targeted by policies. - “Security defaults” exist for tenants without premium, but they are not a substitute for Conditional Access policies. - Safe stance: if Conditional Access is a requirement, quote Business Premium (or confirm a compliant premium licensing path) for the affected users. ### The Sales Positioning Decision - Outcome: the rep will push for Business Premium to align features, licensing, and enforcement reality. - Contingency: if the customer insists on Basic/Standard, explicitly remove Conditional Access from scope and document the security limitations. ## Action Items **@Sales Rep** - [ ] Validate current Microsoft licensing/enforcement for Conditional Access (confirm required premium coverage per targeted users; no “one-license unlock” assumption) - [TBD] - [ ] Draft two quotes: (A) Business Premium for users needing Conditional Access, (B) Business Basic/Standard without Conditional Access, with clear security caveats - [TBD] - [ ] Write a customer email that explains the trade-off (cost vs. security), clarifies that Conditional Access requires appropriate premium licensing, and removes any legacy “tenant-wide unlock” language - [TBD] **@Christie** - [ ] Provide the latest internal guidance or Microsoft references on Conditional Access licensing/enforcement changes to support the sales stance - [TBD]	May 5, 2026	Speaker 1 00:00:01 Hey Christie, quick question. Yeah, um, I am trying to wrap up this quote. A customer where we're going to do a three sixty five migration for. And um. When I quoted them initially, I quoted business premium, But I am looking at their list, and now they want to go with business basic and business standard. So the question I have for you is, it's for a new prospect. Oh okay, sorry. So It's okay. So, I thought you had mentioned this before, but I wanted to confirm. Isn't there a trick where let's say the client goes all business basic and all business standard. But they have one business premium. Doesn't that unlock the ability to set up conditional access for the entire tenant? Wait, wait. Say that last part again. You cut out at one point and I think I might have misheard. Oh, sorry. So the customer set up going with business premium. I think they're trying to save money by going with business basic and business standard, which. Speaker 1 00:00:59 Obviously, doesn't have the security controls that business premium does, like conditional access. Is my understanding, so, I think you had told me once that if there is just at least one business premium license in the tenant. Conditional, the things like conditional access get turned off and booked to everybody. It's been that way in the past, but we might be seeing a change in that soon. I see. Okay, that's all I need to know. I'm going to push for business premium. Okay. Thank you. You're welcome. Bye. See you. Bye. Okay.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=060345ca-9a55-45d9-8682-7cc87e0ad76d&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3ODEyOTg0OCJ9.CgoKBHNuaWQSAjY0EgsImsm7oNn9lT8QBRoLMy4yMzUuMTk1LjAqLFVOZDB4RWs1YXNwZ1Rrcmo2SjVzZXh0UzF6YU9VanM4SGd4MERDWXU0TDQ9MJoBOAFCEKIRLCMAAAAQj26qtPMJuydKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE._Hn4MdvTdWy8TQsXtFtE2CDbsumS86E5vy2qddEpq6U&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓
06-16 Weekly Meeting: Anderson Project Miscommunication & Process Improvement	## Meeting Information > Date: 2026-06-16 12:04:59 > Location: [Insert Location] > Participants: [Christi] [Mike] [Speaker 3] [Vince] ## Meeting Notes ### Miscommunication on the Anderson Project - **Discussion**: - Christi noted that Vince, an account manager, completed SSO setup for the Anderson project, which fell outside his role and was part of a formal project she was managing. - Vince said he lacked visibility into the project’s status and did not realize Christi was the PM. - Christi asserted she had CC’d Vince on most client emails regarding the kickoff, including AI requirements. - Vince argued the emails he saw focused on a “tenant survey spreadsheet,” and the project appeared to still be in proposal, not active execution. - **Conclusion**: - A breakdown in communication and unclear process caused confusion about project ownership and status. ### Improving Internal Project Handoff and Communication - **Discussion**: - Mike identified a broader company issue: unclear scoping and ownership often create confusion. - He proposed a 15-minute internal kickoff between account management and the PM for every approved project to ensure alignment. - Christi suggested re-adding account management to the weekly project queue-up meetings to increase awareness of ongoing work. - Mike disagreed with the queue-up meeting, saying it was inefficient since most topics were irrelevant to him. - Christi described her practice of checking ConnectWise for open projects before client meetings to stay informed, whereas Mike prefers to ping the PM directly. - **Conclusion**: - The team agreed a better handoff is needed. A brief, dedicated kickoff call for each project was the favored approach. ### Defining Roles and Responsibilities for AI Projects - **Discussion**: - To avoid future confusion, Christi stated all AI-related client requests must go through her. - She is developing an AI project template and training Gabby and Kevin to handle these projects going forward. - Mike reinforced that account managers like Vince should not perform technical project work, as it does not scale and sets the wrong precedent. - Vince agreed the new process would help, noting he was stressed trying to determine next steps for clients on his own. - **Conclusion**: - All new AI project work will be routed through Christi to ensure consistency and proper execution. Account managers will not perform technical tasks. ### Finalizing and Billing the Anderson Project - **Discussion**: - Vince confirmed that from the client’s perspective, the project (Cloud Team setup and SSO) is complete and can be billed. - The final task is deploying the Cloud desktop app to users on the evening of June 17, 2026. - Christi noted Vince’s SSO setup time was not logged against the project ticket. She created a ticket for him to log 15 minutes. - Christi found the Cloud desktop deployment ticket and converted it into a project ticket to ensure all work is tracked correctly within the Anderson project in ConnectWise. - **Conclusion**: - Christi will progress-bill 50% immediately. The final 50% will be billed after the Cloud desktop deployment is completed on June 17, 2026. Vince will upload the user list for invites. ## Next Arrangements - [ ] Vince to log 15 minutes on the new ticket for the SSO setup he completed. - [ ] Help desk (Ishmael and Nick) to deploy the Cloud desktop app for Anderson on the evening of June 17, 2026. - [ ] Vince to upload the user CSV into the Cloud Teams admin portal and send invites. - [ ] Christi to process a 50% progress bill for the Anderson project. - [ ] After deployment completion on June 17, 2026, Christi to close out the Anderson project and bill the final 50%. ## AI Suggestions > **AI Suggestions** > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. The team disagreed on the best method for ongoing project communication (15-minute kickoffs vs. weekly queue-up meetings). A definitive process was not established, creating a risk of future misalignments. > 2. While it was agreed that Christi will handle all AI projects for now, the long-term plan for transitioning this responsibility to others (like Gabby and Kevin) or the broader PM team remains unclear. > 3. Account managers’ visibility into project status in ConnectWise was raised but not resolved. Different team members use different methods (checking the system vs. contacting the PM), which can lead to inconsistent information.	Jun 16, 2026	Speaker 1 00:00:02 Hey, so has Vince talked to you in the last couple of minutes? Speaker 2 00:00:08 No, I was in a meeting with uh. Speaker 1 00:00:10 Gotcha. Soum, Anderson has a signed project quote for cloud setup and training. I had been emailing Andrew and on some of those emails I CC Vince and said, hey, we need to get set up for this. For the kickoff meeting. Uh, I guess Vince was not, and this is just my assumption, he wasn't paying attention. Uh, and he did the work for the SSO setup. Which I don't know why he's an account manager. And he should have sent that over to me or the help desk. But, there's an active project that he worked on not realizing what the scope of work is. Speaker 1 00:00:56 I have been emailing the client saying," Hey, we need to get this set up and get a kickoff meeting going." I guess he not in CC him. Yeah. Speaker 2 00:01:06 All right, let me pull him in because I am not aware of this. Speaker 1 00:01:08 Yeah. So I don't want to make assumptions. Well, He doesn't know I am calling you because I got pulled into a doctor barber issue. Speaker 2 00:01:16 Yeah, but I mean he shouldn't be working on the project though. I mean, so I can tell you right now. One of the biggest problems we have at Crimson is. And I am speaking from on my behalf, but whatever I say, you can just mimic. You can mirror this to Vince, right? Because I know he's in the same boat. We have all these we're supposed to find all these projects for customers, but we have nobody to scope it. Nobody is helping. Speaker 1 00:01:40 I scoped it. I did it all. No, no, Speaker 2 00:01:44 No, i am not. I am not saying this one. I am saying in general in general for a lot of projects. Speaker 1 00:01:48 So unless we i would definitely agree with you on this one Mike. But. The client signed the quote. I scoped it, got it all set up. Speaker 2 00:01:56 No, no, no, no. I'm not talking about this one. So here let me let me shift gears for this particular for Anderson. I'm only bringing that up as to maybe as to why Vince is doing work that he isn't supposed to. Okay Because I had no idea why he would set up SSO. Speaker 3 00:02:15 Yeah So I scoped it Here's my This was sent out. Speaker 2 00:02:24 Okay. We'll just get to the bottom of it. We'll do a lesson learned and Hey Vince. Hey, what's up? Hey, so real quick for and Christy cut me off if I say anything wrong. Um Vince for Anderson, did you set up SSO? Speaker 4 00:02:39 I did. I did yesterday, because You can't do that. Speaker 2 00:02:46 You can't you can't do that because we we have a it's in the project scope, and we have a project team that's doing it. Um, The only way you can do it is if you let the people that are running the project know, and they know that you're doing it because it's gonna it's causing. It can cause a lot of problems. Like we don't like it when the other teams do that, right? Speaker 4 00:03:06 No, I agree. I agree my my My concern here, which I'm glad we're talking about is from my vantage, I had no visibility on like what was happening with that. That project whatsoever. So I don't. Speaker 3 00:03:21 I don't know if who's pming it. I am. That's what I'm saying. Oh, so Chris is Chris is pming it. Yes. Did you know that though? Speaker 1 00:03:32 I had been ccing Vince on half the emails. I was sending over to Andrew and Andrew kept him on the emails as well when he responded trying to get the kickoff meeting set up The. Only one I didn't c c Vince on is the one I just forwarded you. From May 4 th and 11 th. Speaker 4 00:03:53 Okay, so but I think real quick on that one, Christy, like those emails, the ones that you just forwarded me for example, that was talking about tenant survey spreadsheet. That was a different that was a different thing. Speaker 1 00:04:07 So requirements wishlist, which is number two on that same email was for the AI requirements. What they want AI to do, which we had spoke about in that meeting in late April. It was two and one. Speaker 4 00:04:21 I gotta, I gotta push back on that real quick because the the subject is following up on pending materials. We're still waiting on two things before we can move this proposal forward, right? It's still a proposal. So this is specifically referring to them asking about that tenant survey. Speaker 2 00:04:37 Well here, can I just butt in real quick? Can I butt in real quick? Yeah. So it's okay, right? So this is part of the problem, right? Is we don't have clear processes here and so, Every project this happens where everyone gets confused. People are doing things out of order. No one knows who's taking point on what. We, we're trying. We all know that this needs to be fixed, and we're fixing it, okay? So, I think moving forward, Lessons learned for you Vince never touch a project period, just you are not touching anything. We have the team here to do it now in regards to communication. That's the reason Christy I've been telling Julia and Paula. Speaker 2 00:05:18 For any approved project quote, we need to have a kickoff internal kickoff meeting, just like fifteen minutes or just a call, like a quick call. Just. So the the account management team can do a quick download to the PM, and we know who the PM is and everyone gets on the same page. Speaker 1 00:05:36 I I'm gonna I'm gonna not I'm not disagreeing with you. I think you guys need to be added back to the project queue up meetings. Because, this has been a topic. We've discussed on every project queue up meeting that I have been waiting on Anderson to get back to me, and I have been cc'ing Vince on almost all the emails, but two. And the only email I didn't cc him on, Vince, I'm going to kick this back to you because I know you disagree. But in the next line after the requirements wish list, it says these two items are on the gate for those three things on our end. Speaker 1 00:06:09 Finalizing the proposal, scoping the technical build, and scheduling an AI productivity session. All three are blocked until we have these in hand. I was very specific about, hey, we need this for the AI stuff. And it was in the call, it was in the conversation. And then I cc'd you again on July 2n d or June 2n d after the May 2 0t h. And said, and this is where you were succeeding. And said, I wanted to reach out and finally get our AI working session in the books. It's overdue. I think you guys need to be added back to that project queue up because then you'll know what projects are in in the system, you'll know where we are on things, And it will help aid in in the communication disconnect that you guys are talking about. Speaker 2 00:07:00 So we'll try it again, Christy. The reason I don't like that meeting is because you have like eight people on that meeting. And no one's really talking except for like two people at a time. So for me to participate for the whole meeting, I am literally only need to be there for like ten minutes, But now I am forced to eat up an hour of my day, listening to all these other projects, I have nothing to do with. That was my big dilemma because I used to be part of those meetings, But after like my fourth meeting where it here is really no nothing for me or nothing for me, I just said okay it's it's a pointless meeting. I'll just exit. That's why I was saying that that. Speaker 2 00:07:35 Fifteen minute just sales to project team handoff should be sufficient. Should be in my eyes, yeah. And I know it works where I used to work at before we did this for every meeting and it worked beautifully. Rather than having a weekly one hour meeting where you got like ten people on there. And it's just honestly for eighty percent of the people participating, it's like an hour out of their day where they're really not. It's an expensive meeting when it doesn't have to be that expensive. Speaker 1 00:08:05 I get it, but I mean, if you look at my calendar, we have so much going on in the way of projects. It's one more thing added to my list, and I am trying to pare things down. But honestly, At this point, like Vince, you've been kept in the loop, even if it was even if I mean I put the wording in there on the AI productivity session. Everything was in there. He was responding back for some things, and then when it came to actually scheduling, and we asked Rebecca, "Hey, what do you want?" It went ghost town. And it was fully scoped. And Vince, your statement earlier when you and I talked was well It's not scoped." It was scoped. Everything was in there. The project was put out i I fully scoped it out for them. Speaker 1 00:08:56 We gave them, there's always going to be training involved with all of these AI projects. And that's something I've been saying from the beginning. We always want to make sure that we're doing user training because we need to have that account access cover, the basic usage, best practices and usage limit and cost awareness because if we don't, they're going to get broadsided by a $500, 000 bill like other companies have been seeing. So we want to make sure that they understand all of that. Speaker 3 00:09:26 And I had real quick so that we don't. Speaker 2 00:09:30 Just go in circles. Vince, Is there anything you could have done better or we could have done differently on this? Speaker 4 00:09:41 Yeah, if I'm being honest, on my weekly calls with Anderson, rather than taking point on the AI stuff, I can say, hey, we need to loop in Christy for this because I think what the confusion was. My part was they signed a quote for Claude team setup. That's that's literally how it's the proposal is named right. So Claude team setup, we had one initial call with Christy, We set that up. And then the only thing left on the table was configuring SSO. That's, what was missing and then outside of that, I didn't connect the dots because the emails that Christy is referring to. Speaker 4 00:10:23 It's looped in with another conversation about the tenant survey stuff. And so, I didn't see that there was any cause. What I am used to seeing is, I'll get a project like Segret is doing it, Paul is doing it, Giulio is doing it. Okay, Here is a project, and then there is an internal kickoff call. And it's like, okay, here are the next steps. Here's what needs to happen. And I didn't see that for this one. So in my mind, I am like, okay, yep. Speaker 2 00:10:52 Yeah, so Christy, like ideally moving forward, I know you are PMing your own projects, but ideally moving forward we have like dedicated PMs that PM projects. Yeah. Right. So we're not there yet, But in the future, you are not pming the projects ;. You are a project resource. But like Paula or Julia or Seg is actually running the schedule communicating with the customer. ;, you are just a resource. So I think t here is a lessons learned for our team like, We need to do better, like to answer Vince's. Like part of the concern is the scoping or setting the expectation. And Christyne, and if I am not honestly, I am not sure if I follow everything. But if you are saying hey there was some miscommunication from Vince to you, Then if you are okay with it, because I know I pulled you into my meetings to try to avoid that. Would you prefer that moving forward? Speaker 1 00:11:43 Let me let me just make it easy because Vince, you made a statement in the last all hands meeting. You are like, if any client wants to do anything about AI, have them come see the account managers. Have them come to me. Anything AI goes through me from now on until we can get everybody on the same page. And that way, because I've got a lot of AI projects going on. And I've been very on top of my projects, Much better than I had been in the last year because I've got the timing and ability to do it. So anything AI related just needs to come through me so that I can make sure that everything is the same, that because I have this templated out. Um and I have it down to a science. So just come. Just so. Speaker 3 00:12:30 That I can make sure it's done properly and it's updated. Yeah, sure. Speaker 4 00:12:37 Yeah, I agree. That that'd be super helpful because I'm over here, stressing about like where the next steps are and I'm just trying to get things done. So I get it. Speaker 2 00:12:46 Chris, I think part of part of us, maybe the struggle that we have just so Chris, I think that's a great idea. And we'll do i'll make sure we do that moving forward, right? Because that's going to avoid a lot of these, for example, this issue, right? I believeum for all the other projects, we don't have a Christy to lean on. Speaker 1 00:13:03 And I get that. But this one needs to stay with me until I can get it templated out because AI is such a finicky beast, and it's changing week for week. I can't expect either of you two to do AI projects and build it out. I'm already training Gabby and Kevin to be able to take these over in the near future, but with it changing almost weekly at this point, yeah, it just needs to come to me so that I can work Jason, Gabby and Kevin. Um, because Gabby is already knee deep done half of the hours required on Oliar. So right now it's just it's just got to be. Speaker 2 00:13:41 Vince, so one hundred percent clear. I think we have good next steps moving forward. And Vince, yeah, no more touching projects, right? Because I know I know, you can do it and you have the technical ability, But we don't want operationally other team members thinking, account management does this kind of stuff because that doesn't scale. Remember, the next account manager is not going to be technical. Right. So we have to build that muscle memory that the team handles everything technical, not account management. Speaker 1 00:14:10 Yeah, and just a heads up guys, I didn't know that I was supposed to be progress billing on projects until this week. So I almost invoiced Anderson five minutes before I called Vince on this because you made that statement Vince and I was in the middle of progress billing for Anderson. Because things changed because I got pulled out of projects by Anzor, and then put back in by Pete. And was aware of none of the changes. Speaker 4 00:14:37 Well, let me also okay, So let me add the reason why I reached out to you when I saw that email come in was cause you're talking about like, oh, hey, what do we want to do with like connectors and all this other stuff? Right. Yeah. And, they have they already brought in like a third party consultant to help them with AI stuff. So that's why I'm like, okay my understanding of, The initial project was simply to set up Teams. Like, I mean, sorry, Cloud Teams. That's it. And set up the SSO. So I think that's something we also need to clarify because if you're saying that it also includes AI drafting policies and all this stuff, that even though it's in the scope of work, That didn't come across clear to me because I didn't see it coming as an actual project. So that's something that I'm just pointing out. Speaker 1 00:15:26 So this the signed scope of work that they signed. SSO configuration, which was the first phase, and then connector setup. Like this was this what they signed back in April thirtieth. Because I I don't know what they sign if I don't work on the SOW, I don't know. And so I always check this, even if I built out the SSO because the use the client may come back and say, hey, we don't need phase three. And they may, and Chinki and the team may retract that from the quote. So every time I get a signed quote, I double check the scope of work just to make sure it's either still what I said or I know if there is any changes and what the actual scope of work is. And I will always verify that. Speaker 4 00:16:15 So, I guess in this particular case, my mistake is I didn't know you were PMing this project, right? It was more like hey we just got to get this thing signed. So we got it signed, And it's we already had that first remember, we had that initial call with Rebecca where we walked her through setting up Cloud teams. Yeah. And then the only thing left from that, The takeaway from that was the follow- up here is set up SSO and then go through all the training stuff that you just mentioned as as part of like, you know, a a project. Speaker 1 00:16:45 And, we also asked in that meeting for the wishlist, what they want Cloud to do because that's what the wishlist was about. Like, what are the things you want to connect to Cloud? What are the connectors you need? All of that. So that was in that meeting too, that you and I were both in with them. So that I could understand it and make sure that I get everything set up. But, just a quick heads up for both of you from back when I was doing the only person doing y'all's job and I was sitting down with clients, um, I always write before when I am prepping for those meetings is i pull them up in ConnectWise. Speaker 1 00:17:21 And I go through, I look at the company. I go through, I look at the invoicing, I look at finance. But I'll also look at the project list to see what's open and in progress. And it shows there. Do you guys do that before you meet with your clients? Speaker 2 00:17:38 I don't, I don't look at pro-. I talk to Julia to say, hey, what's the status of the project? Speaker 1 00:17:44 So, i i do it a little differently because i got my hand slapped early on that when i reach out to people. It was just stopping them from getting their work done. And. So I just started going into the projects list here under the companies to see what's still active. And then when I'm meeting with clients, I'm like, hey, how's the pod team setup go? And if they're struggling with it, Then I'll hear about it from their angle, rather than hearing what's what the status is from my team. Speaker 2 00:18:12 Yeah, I just pinged the PM. It's easier. Speaker 1 00:18:15 I know but that way I can get my hands back for that. Speaker 3 00:18:18 So yeah. Speaker 2 00:18:20 Well, we never had PMs before. Speaker 1 00:18:21 True. We did. It was Bray. Speaker 2 00:18:24 He did? He wasn't a PM, he was a project engineer. Speaker 1 00:18:28 Yeah, don't get me started on that. That's why it took over a year to get something done here. Speaker 2 00:18:32 Yeah, We don't we no longer have to decipher in trust notes and connect wise I just go straight to the PM to say, hey, I'm about to meet with Dimitri. Anything you need me to bring up any concerns and then I have my meeting. Speaker 1 00:18:44 So just so that you guys know. Um, with Anderson, I haven't updated the working plan in the project because I'm still waiting to do that. But my notes are in in that project of where I'm at. So just so that you guys know for the future, I am updating notes. Speaker 2 00:19:03 Yeah, but I don't know. Yeah, I mean, I get it. It's, i don't want to debate the merits of checking ConnectWise as the primary method of getting things on projects. Speaker 1 00:19:14 I Just just for that you guys are aware when I'm out, all my tickets are updated. So and all my time is in here. I made sure so Alere's one, um, here's the entire project plan and it's set to the scope. So and everything's in here. Speaker 2 00:19:33 Eventually the PMs will be doing this. Speaker 1 00:19:36 Eventually Um I am I am doing this, And that's how I like you can see all of Gabby's notes in here because she's been doing it. Christi, I am forcing the team. I am scheduling these out in advance so that it is on their calendar and I'm forcing the team to actually do the work in ConnectWise Classic. They're supposed to. Okay, cool. So just so that you guys are aware of what I'm doing because if I'm gone, which I'm going to be gone again for another week in eight weeks, You guys know where we're at and there shouldn't be any questions, like there will always be questions. Speaker 1 00:20:08 But I'm forcing everybody to do things like they're supposed to so that we can track correctly. And then that way our recaps look well, we can run good reporting. It's the way I've been trying to get project management team to do this forever. So, I'm leading by example. Speaker 2 00:20:25 Check with Paula. Gonna make sure Paula and Sega are doing this too. Speaker 1 00:20:28 Uh, Sega is because they don't like ConnectWise, but if it's not in ConnectWise it really happened Yeah. Speaker 2 00:20:36 They don't have a choice what we have to use. Speaker 1 00:20:39 Yeah, so Mike, I know you're involved in the earlier one. Here you go. Like you can see, we've done a lot of work on this one. Anderson, I haven't updated because we hadn't had the kickoff meeting and they put a generic template against it. But I don't know now what to do. Vince Do I, let it go and just let you handle it and just close out the project or what? And not build them. Speaker 4 00:21:06 So here's where we're at. So I mean, we need to build them because again, the project was for setting up cloud teams and SSO. That's like that's in their mind, how they see the project and in their mind, it's completed already. So okay, we can fully build them. The only the only thing left from from Anderson's perspective is we're scheduling a deployment of their cloud desktop app to the selected users right? So RMM script push silent install, And then getting invites uploaded into Cloud. So it'll go out to them uh tomorrow night. Speaker 1 00:21:44 Okay so one problem. No one's ticket. Speaker 3 00:21:49 Time is in here because it's all in Service Tickets. And your where you set up the SSO is not in here. It's not in service, it's not in projects, so your time is not against it. So that that's one small problem. So I'm going to convert this one to a project ticket, if the system will let me. Speaker 3 00:22:30 Okay, so that one's set to a ticket, but I need Vince. Speaker 1 00:22:33 I need your ticket time or I need you to put the ticket into the project so that we have. Speaker 3 00:22:38 It in there because I can't do anything. Does that make sense? Yeah, if you want to assign me the ticket, I'll just put in. I mean, it was literally 15 minutes, right. So When did you do it yesterday? Uhhuh Did you already submit your timesheet? Uh yesterday's timesheet yeah, All right, So I'm gonna put it in that you did the work today for 15 minutes. Because yesterday's time is already closed out. Speaker 2 00:23:09 I have to hop in, I have to hop in two minutes. Speaker 1 00:23:11 No worries, go ahead. Um but does this make sense Vince that we have to, I have to put it for today because last last pay period, which yesterday was last pay period? That's fine yeah okay that's fine. I'll just make a ticket for you then and I'll close it out in your name. Speaker 1 00:23:30 Thank you. You're welcome, And then I'll close out this project as done and build them one hundred percent. Speaker 4 00:23:37 Well, one last thing. So, they did email me the user list that they want to add to the invites. Okay, Do you want me to do that? Or do you want me to loop you back in for this? Speaker 3 00:23:47 Do It but keep me in the loop. Okay, so. Speaker 4 00:23:54 Again, the last the last milestone for them right now is, They requested that Cloud desktop get pushed out along with like the Wednesday update. So Wednesday evening, tomorrow evening, the expectation is Cloud desktop. And I've already opened a ticket for this one separately that we probably need to tie back into this project. Yeah. Is to just push push that Cloud desktop out and then go into their Cloud Teams uh, admin portal and upload the CSV for all the users that they want to get the invite. Yeah. Speaker 1 00:24:26 And that's easy. If the ticket's already open, you go to and let me show you how to do it. Um, Speaker 3 00:24:33 Anyway, okay. So do you know who has the ticket? Um, it's Ishmael and Nick. Where I don't see my my phone's crazy. Speaker 3 00:24:58 Is that Miss Patrick? I submitted the ticket request yesterday. Let me see if I got a ticket number. Submitted to Help Desk and. Speaker 4 00:25:21 Assigned to Anderson Real Estate Deploy Cloud Desktop on 617. I don't think I got a. Speaker 3 00:25:29 You didn't get a ticket number? I just get an automated response. Yeah, I didn't get a ticket number though. That's weird. Maybe it's in Christi email. Oh, most likely, yeah. It just didn't get toggled. Speaker 3 00:26:06 Summary description should be assigned to Anderson. Here we go. Um, towards the end, a little bit higher, maybe like ten. There we go. Yeah, hang on one second. This is Andrew that has my name. Speaker 1 00:26:37 All right. Are you going to assign to it for tomorrow? Okay. So here's how you assign it to your project. Once you save it, you got to make sure it's saved. Go to more and convert project ticket. And then your, you've got to choose project ticket first so that this is, You can select this and then um, you're going to say save. You know, forgot the parentheses um Project Execution, And hit save. And now it's under the project. So I'm going to go ahead and progress bill for 50%. And then once this is done, we'll progress bill for the rest. Speaker 3 00:27:18 Sweet. Okay. Thank you. Okay, bye. Thank you.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=220f34c0-9f82-4218-8545-28d8465e271d&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MTY0MjE3OSJ9.CgoKBHNuaWQSAjY0EgsI1On9o5L6pT8QBRoNMTAwLjQ5LjE2MS4xMiosVzJLaWtnL1dhaExJUkYrTE1xYlZzZVEvcFpSRjAvMU81YUcvTGUzZ1BpWT0wmgE4AUIQoh5BwZgwABDOmQkFkGFM5koQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.g_v65IbtvDjiQTzSs3fD5K_BSpSU9tGqaTvbcePhVNc&ApiVersion=2.0	—▾	Christi to process 50% progress bill for the Anderson project immediatelyTeam to establish a definitive internal project handoff process: 15-minute kickoff call vs. weekly queue-up meeting inclusionVince to upload user CSV into Cloud Teams admin portal and send invites+5	✓	—▾	—	—	—	—	—	✓
06-19 Pulong Lingguhan: Microsoft Co-pilot Licenses para kay Carnie, Assignment at Pagbabayad	## Impormasyon ng Pulong > Petsa: 2026-06-19 23:34:43 > Lokasyon: [Ilagay ang Lokasyon] > Mga Kalahok: [Speaker 1] [Speaker 2] [Sergio] [Speaker 4] ## Mga Tala ng Pulong ### Pagdaragdag ng Microsoft Co-pilot Subscription para kay Carnie - Sinusuri ni Speaker 1 kung paano magdagdag ng Co-pilot subscription para kay Carnie sa SureWeb, dahil wala pa silang umiiral na subscription doon. - Nabanggit ni Jason na mayroon nang anim na Co-pilot license, ngunit hindi ito nakikita sa SureWeb, na nagpapahiwatig na maaaring ito ay isang direct subscription. - Pinag-usapan ang mga opsyon sa pagbabayad, kabilang ang taunang bayad (yearly) o taunang kontrata na may buwanang pagbabayad (annual paid monthly). - Sinuri ni Speaker 2 ang isang proyekto para kay Carnie Properties na may kaugnayan sa "AI training," ngunit ito ay para lamang sa "professional fee" at "labor." ### Pagkalkula ng Bilang ng Lisensya at Pag-order - Kinumpirma ni Speaker 1 na mayroon nang anim na lisensya at kailangan nilang magdagdag para maging 15 lahat, hindi 16 tulad ng unang sinabi ni Christi. - Kinakalkula na kailangan nilang magdagdag ng siyam na lisensya. Dahil mayroon silang isang "spare license," walo na lang ang kailangang idagdag. - Nag-log in si Speaker 1 sa MS Admin Portal para kay Carnie upang suriin ang mga kasalukuyang lisensya. - Natuklasan na mayroon nang siyam na lisensya ng "Co-pilot Businesses" na hindi pa naka-assign sa sinumang user. ### Pakikipag-ugnayan kay Christi at Pagbabahagi ng Video - Sinubukan ni Speaker 1 na tawagan si Christi para linawin ang isyu sa mga hindi pa naka-assign na lisensya, ngunit abala si Christi. - Habang naghihintay, ibinahagi ni Speaker 1 ang isang video na ginawa ni Stephanie. - Ang video ay isang montage ng mga larawan na may kasamang musika. - Nagpasya si Speaker 1 na ipagpatuloy muna ang paggawa ng report para kay Ensor at i-follow up na lang si Speaker 2 sa tawag kung kinakailangan. ## Susunod na mga Hakbang - [ ] Kumpirmahin kay Christi kung bakit may siyam na "Co-pilot Businesses" na lisensya na hindi pa naka-assign at kung alin ang dapat gamitin. - [ ] Mag-assign ng mga Co-pilot license sa mga user batay sa kumpirmasyon (isama kung “Co-pilot” vs “Co-pilot Business” ang tama para sa bawat user). - [ ] Ipadala ang report kay Ensor. - [ ] Suriin ang video na ginawa ni Stephanie at magbigay ng feedback. ## Mga Mungkahi ng AI > **Mga Mungkahi ng AI** > Natukoy ng AI ang mga sumusunod na isyu na hindi natapos sa pulong o kulang sa malinaw na mga hakbang; mangyaring bigyang-pansin: > 1. Ang pulong ay nagtapos nang hindi nalulutas ang paunang problema kung paano magdagdag ng mga lisensya, dahil natuklasan na mayroon nang sapat na lisensya na hindi pa naka-assign. Ang susunod na hakbang para i-assign ang mga ito ay kailangan pa ng kumpirmasyon mula kay Christi. > 2. Hindi malinaw kung ang dalawang magkaibang uri ng Co-pilot na nakita sa portal ("Co-pilot" at "Co-pilot business") ay nakakaapekto sa kung paano dapat i-assign ang mga lisensya.	Jun 19, 2026	Speaker 1 00:00:00 Hello, Mi. Sorry na. Speaker 1 00:00:04 Alam mo ba ba nung mag-add ng pagbagong subscription, Kunwari ito kay Carnie? Kasi kailangan nila ng co-pilot. Pero pagtingin ko dun sa ano, Akala ko nung nag-reach out si Christi, May existing co-pilot na dito sa SureWeb ni Carnie. Wala pa sila under nitong subscriptions na to. Speaker 1 00:00:25 Kaso... Speaker 2 00:00:26 Pero wait nga, Ayan ba yung... Wait, wait. Check ko lang yung ni-request ni Gabby nung last. Kung kasi niyon. Sige. Wait lang, Amie. Speaker 2 00:00:40 Procurement. Speaker 1 00:00:46 Sabi ko, crazy, I'm confused. I thought, oh, so I'm a bit confused. Speaker 1 00:01:02 Jason said they already have six co-pilot licenses, but they are not in SureWeb. When I check, is this... Speaker 1 00:01:31 A direct subscription. Speaker 1 00:01:51 Iba pala mi. Iba. And the rest I need. Speaker 1 00:01:59 Oh, pilot siya. And missing ones I need to add in SureWeb. Kasi kung mag-a-add naman, ito lang naman yun, no? Kailangan ko lang malaman kung... Ah, yearly lang ata lagi ang ano? Microsoft, no? Speaker 1 00:02:21 Itong may annual, yearly, itong yearly, and then may annual paid pero monthly ang payment. Alinman sa dalawang ito. Speaker 2 00:02:33 Wait, kailangan makita yung sa project. Speaker 1 00:02:39 Hanapin mo nga kung may project Si Carnie na ano. Ah, yung AI siguro ito. Speaker 1 00:02:48 Tingnan mo kung may, Associated code. Speaker 2 00:02:54 Carnie Properties. AI training nga. Check ko lang yung... Speaker 1 00:02:59 Kung ilan yung ni-request nila. Speaker 2 00:03:04 Okay. Speaker 2 00:03:09 Eh, wala man. Speaker 2 00:03:13 Kwan lang to? Speaker 2 00:03:16 CIT professional fee. Labor lang siya. Speaker 1 00:03:21 Per seat in case, kong ipapa-add, Kirstie Kirstie to, iclick ko lang to. Speaker 2 00:03:25 Wait lang. Speaker 2 00:03:27 Base doon din sa isang in-add ni Christian sa ARC Capital ba ito? Microsoft 365 Co-pilot to, di ba? Speaker 1 00:03:36 Oo, Co-pilot to. Speaker 2 00:03:37 Co-pilot annual, annual paid monthly. Speaker 1 00:03:41 Okay, for example, ito nga yun. Pag mag-a-add ako ng subscription sa kanila, since wala pang any subscription for Carney, Ito lang ba iclick ko just para ma-add dito? Subscription, tama ba? Speaker 2 00:03:55 Um, mag-add ka na ata, Mi, ng ilan. Pwede ba? Try mo nga mag-plus. Speaker 1 00:03:60 Ah, like maglalagay na ako dito sa quantity. Akala ko, may click ko pa to, and then from there, saka siya ma-add dito. Saka tayo mag-ano ng quantity. Speaker 2 00:04:12 Um, okay lang naman na, Mi, yung plus. Tapos mag-save naman siya. Speaker 1 00:04:16 Ah, okay nang mag-update ng quantity dito? Mm-mm. Ah, okay. So ngayon, ang kailangan ko na lang confirmation ni Christi. Speaker 2 00:04:24 I don't know. Speaker 1 00:04:27 I know that Christian did it. Oh, shoot. Speaker 1 00:04:34 Looks like he didn't. Speaker 1 00:04:38 I'm not seeing anything here. Speaker 1 00:04:45 Kasi yan lang naman oo nga, no? Blank siya. Wala eh, oh. Speaker 2 00:04:52 Oh, kind of properties. Speaker 1 00:04:59 Wait, they don't go through. Okay, so are we... Yeah, because I believe... Speaker 2 00:05:15 I remember seeing that in Hudu. Speaker 1 00:05:18 Yeah, because we do not manage there. MS licenses eh. Speaker 1 00:05:26 Oh. Let me check. Who do? So, from From who do, Tingnan natin, Sa unang Credentials, Companies. Grabe! Kung akala, Nagmamadali ako. Just kaya. Ang daming nangyari today. Like, mula kaninang morning, Walang tigil yung calls ko, Walang tigil yung meetings ko. Sabi ko, Speaker 1 00:05:57 Teka lang naman. Speaker 1 00:06:02 Hindi ko pa na-review yung video, Na sinend ni Stephanie, Pero tapos naman na niya. Speaker 2 00:06:08 Ah, okay. Speaker 1 00:06:10 Co-pilot. Speaker 1 00:06:15 Ah, feeling ko. Baka since direct, Oh, Baka mismo doon na ako sa ano, Wait, Baka doon na mismo sa portal ako mag ano, Wait nga. How to order copilot, Copilot licenses Via, Um, Speaker 1 00:06:46 MS Admin Portal. Speaker 1 00:06:51 Wait, mag-login tayo. Speaker 1 00:06:58 Google Chrome. Speaker 1 00:07:02 O, saan na siya? Speaker 1 00:07:04 Karin. Speaker 2 00:07:05 Karin na naman. Friday. Charot. Speaker 1 00:07:07 Oo, just good eye. Ayan, ayan. Speaker 2 00:07:09 Kariniprap. Speaker 1 00:07:11 Wait. Ayan, admin.microsoft.com. Ayan. Admin.microsoft.com Okay. So, mayroon akong password dito. May access ako sa mga password. Speaker 2 00:07:35 Siyempre, ikaw ang powerful. Speaker 1 00:07:38 Yes. Ito. Yes. Tignan natin, Carmi. Speaker 2 00:07:43 Naka-account ka naman, Mi? Speaker 1 00:07:45 Oo, naka VPN ako. VPN? Yes. Speaker 1 00:07:50 Copy, password, sign in, OTP, copy. Speaker 1 00:08:16 Let's see. Speaker 1 00:08:20 Tabling. Tignan natin yung licenses nila. Kung anim na nga dito yung co-pilot. Speaker 1 00:08:31 Ah, ayun. Kita ko na. Speaker 1 00:08:35 I see it now. Speaker 1 00:08:46 There is one spare license. Speaker 1 00:09:03 I just need to add eight more. Speaker 1 00:09:09 So seven. Speaker 1 00:09:14 Diyos ko, nabobo na ako sa math. Okay lang yun. Ay, wait. Oo, kasi may 6 na siya. May 6 na daw silang licenses. 9 pa yung, Kailangan. So, 9 plus 6. So, 15, Hindi ano. Speaker 2 00:09:36 Hindi 16. Speaker 1 00:09:38 Okay, so kung ano, Speaker 1 00:09:41 1. 2, 3, 4, 5, 6, Or 6. Therefore, we only need 9 incremental. 15, mali Nang sabi si Christi. 16 kasi, Sabi niya dito. Speaker 2 00:09:52 Oo nga. Oo, nakita ko yung 16. Speaker 1 00:09:55 Wait. They only, Need 15. They already have, 6. So, I just need To add. Speaker 1 00:10:12 Fifteen. Speaker 1 00:10:15 I need to add. Tama, eight na nga lang. Eight more. So, I just need to add eight more since they have a spare. Speaker 1 00:10:33 Asa na yun? Paano mag-order, ? (no correction, likely a name)? Speaker 2 00:10:38 Punta ka lang. Mag-a-add ka lang ata dun, ? (no correction, likely a name), kasi mayroon na. Hindi ba? Check ka nga yung portal niya. Speaker 2 00:10:47 Ayan, ayan. Speaker 1 00:10:52 Hindi, mag-a-assign ka dito. Pero, kung mag-o-order ka kasi, dito ata siya sa products. Ayan, ayan. Tapos, punta tayo. Speaker 2 00:11:01 Tapos, search mo. Speaker 1 00:11:04 Co-pilot. Hayop na yan. Diyos ko, daya. Speaker 2 00:11:07 Ayan, ayan. Ito yun. Yan, Mi. Yan. Speaker 1 00:11:11 Ay, wait. Bakit dalawa na'y nandito? Speaker 2 00:11:19 Magkaiba yan, co-pilot business. Speaker 1 00:11:28 Oh, shoot. Ano'y nandito sa licenses nila? Parehas active eh. Speaker 1 00:11:35 Ayun, oh. Speaker 1 00:11:37 Ah, kung na'y... Meron na. Hindi lang naka-assign. Ah. Speaker 1 00:11:46 Christi, can I call you quick? Ay, naka-away siya. Speaker 1 00:11:52 Wait. There's already, Nine. Nine co-pilot Businesses but, No, Users Assigned yet. Speaker 2 00:12:15 Ay, gulo-gulo ni Christi. Speaker 1 00:12:17 Can I call you quick? Speaker 2 00:12:25 Sumagot ka. O yan, naka-green na siya. Sagot naman siya agad. Speaker 1 00:12:32 Wait, add nga natin siya dito sa call. Yes, but I'm about to go through a dead zone. Let me get back to my apartment, Because I'm two minutes away. Okay. Got it. Speaker 1 00:12:50 Hype na yan. Ay, wait. Pakita ko na sa'yo yung video, Habang inaantay natin siya. Sige, sige. Share ako ng ano. Speaker 2 00:12:60 Ma-excite din. Sarot. Speaker 1 00:13:02 Sabi ko pa naman, Wait, mag-send na ako ng report, Kay Anzor Pultek na yan. Biglang ang daming mga Nagsisingit na request. Speaker 2 00:13:09 Kaloka. Speaker 1 00:13:10 Ano na yun, Stephanie? Ayan. Ay. Hingin ko dadalhin ko tong laptop ko sa ano natin. Speaker 1 00:13:20 Dadalhin ko to sa Sunday kasi walang mga dalang laptop yung mga yun, di ba? Kasi mamaya pa sila mag-check-in. Speaker 2 00:13:27 True. Ayan. O ba? Ang babata nila dyan, ha? Speaker 1 00:13:33 No, mga sinaunang ano pa to. Speaker 2 00:13:35 Oo. Speaker 2 00:13:39 At pati pala kayo, eh. Speaker 1 00:13:41 Oo. Nasaan na yun? How cute. Speaker 1 00:13:46 Pero, kailangan pala, Yung pag-share ko sa'yo, Included yung ano? Speaker 2 00:13:51 Yung sounds. Speaker 1 00:13:52 Yes. Wait, stop sharing ako. Speaker 1 00:13:55 Share, include sound. Speaker 1 00:14:00 Include sound, okay. Speaker 1 00:14:04 Tapos, Speaker 3 00:14:07 Rima. Speaker 4 00:14:09 A week ago you said to me Do you believe I'll never be too far If you're lost just look for me You'll find me in the region of the summer stars Sabi nang slow mo, In fact we can sit right here and say goodbye Means we've already won At ito yung nag-ano kami, coron. Speaker 4 00:14:40 A necessity for apologies between you and me Baby, there is none. Speaker 4 00:14:48 Ah-ooh, we had some good times, didn't we? Ah-ooh, we had some good treats, so fastly Ah-ooh, goodbye, bittersweet, It's not the end I see your face again. Speaker 3 00:15:09 Ay, nag-ano? Speaker 1 00:15:34 Kumakano yung internet? Speaker 2 00:15:38 Malakas si internet mo din dyan. Speaker 1 00:15:40 Eh, medyo ano, hindi ganun kalakasan. Pero 75 Mbps eh. Pero nakasurvive naman kami. O, di ba? Hindi niya kinatabla yun. Ayan. Puro si Marvin too yata. Y-hub, si Jane kasi madalang mag-ayon. Madalang mag-ano. Speaker 4 00:16:06 Oo. We wore our hearts out on a sleeve. Speaker 1 00:16:10 Ay, me. I-send ko na lang muna sa'yo. Panoodin mo ha. And then let me know kung may feedback ka. Kasi, kailangan ko na palang isend yung ano. Yung reports kay... Tawag dito? Kay Ensor. Sige, me. Add na lang kita sa call later pag kailangan kita ha. Sige, me. Okay, sige. Bye. Thank you, me. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=d535d3a6-4038-4d28-877f-6d43e1aa5537&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4Mjc0NjgyMyJ9.CgoKBHNuaWQSAjY0EgsI4ubf25D9qj8QBRoNMTAwLjMxLjEzMy42NCosbjNqeVJmNEs4NWxRUWV1Z3NQQmFNZFZNTVNOaVpQNU9EeVVzV0Vwa0pUQT0wmgE4AUIQoiJfOjDQABDhq1cK8cV50UoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.o7RvyPtTS7o9mm3nDcpnzvpaZmzkJWY34zYceRuLtAk&ApiVersion=2.0	—▾	—	✓	—▾	—	—	—	—	—	✓
05-19 Meeting: Project Status, Migrations, Security, and AI Rollouts	## Meeting Information > Date: 2026-05-19 10:32:29 > Location: [Insert Location] > Participants: [Christi] [Speaker 2] [Pete] [Olivia] ## Meeting Notes - Topic Title: Project Management Assignments and Role Context - Pete explained why non-PM team members appear as project managers for certain initiatives. - Assignments may reflect client ownership (e.g., VCIO roles) or department-led efforts (e.g., PC refresh). - Paula was welcomed as the new project manager. - Topic Title: Project 2612 – 82 Homes Firewall Delivery Status - Olivia reported device shipment is supposed to occur next week. - Vendor has provided limited information; parts are backlogged. - Pete requested regular delivery checks and suggested Maggie call support every few days. - Conclusion: Continue monitoring shipment; Maggie to make periodic support calls. - Topic Title: Migration from IT Glue to Hudu - Cutoff date for IT Glue is June 10, 2026; team aims to finish by June 1, 2026. - Significant progress was made last week; work continues. - Olivia asked whether to bulk-sync documentation for recently offboarded clients (e.g., Ashland) into Hudu and then archive. - Pete approved bulk-sync and archiving for old clients no longer supported. - Paula has Hudu training scheduled; no IT Glue training planned. - Conclusion: Proceed with bulk-sync for offboarded clients; target completion by June 1, 2026. - Topic Title: Project 2663 – Signal Partners Onboarding - Olivia asked about communication with Tim; Christi spoke to him and shared info with Pete before his vacation. - Christi plans to follow up with Pete when his schedule allows. - Conclusion: Christi to circle back with Pete; timing after his workload eases. - Topic Title: How to Elevate Rollout (Device Enrollment and Rules) - Over 1,000 devices are enrolled. - Rules rollout has begun for specific companies (names not fully captured due to STT noise). - Conclusion: Ongoing progress in rule deployment. - Topic Title: Carney Properties Training Schedule - Training is set for late June; project paused until June 15, 2026. - Client has not selected which system they want. - Conclusion: Project on pause pending client system choice; earliest resume June 15, 2026. - Topic Title: SHARP Security Migration and MFA Activation - Ready to migrate security items to the security stack. - MFA was turned on with a grace period; minimal issues reported so far. - Seg will set a meeting with Anton to plan migrations, excluding secure mail for now. - Christi will review tickets related to MFA issues. - Conclusion: MFA activated; plan meeting with Anton; proceed with security migration excluding secure mail. - Topic Title: Computer Upgrades Progress - Robert will work on Friday due to a day off earlier in the week. - 50–60 computers remain to be migrated. - Conclusion: Upgrades ongoing; Robert continuing work on Friday. - Topic Title: Ability First Cabling Infrastructure Issues - Project not on track; Crimson’s portion is completed. - Issues exist on the low-voltage side; a pivot may be necessary. - Christi will update Pete after meeting with Michonne. - Conclusion: Await update post-Christi’s meeting; potential approach change. - Topic Title: Kotsen AI Training and Policy - Training started today. - AI policy will be sent for signatures after training. - Client has not chosen their AI; training will cover both Copilot and Claude. - Team feedback will be requested after training. - Conclusion: Training in progress; policy distribution next; AI selection pending. - Topic Title: Alliance (DTLA) Cloud Team Setup - Kickoff meeting scheduled this week. - Deadlines to be defined after kickoff. - Conclusion: Await kickoff to set timelines. - Topic Title: Anderson Real Estate Cloud Team Setup - Initial meeting occurred; waiting on their wishlist and required items. - Christi will send a reminder email today (2026-05-19). - Conclusion: Pending client inputs; reminder being sent. - Topic Title: Leer Property Group Kickoff - Kickoff meeting scheduled for Thursday, 2026-05-21, at 9:00 AM. - Agenda draft ready to send today; alignment took time due to a holdout (Kenny). - Conclusion: Kickoff set; agenda to be shared. - Topic Title: Project Completion Estimates Request - Speaker 2 asked for estimated dates and percentages. - Christi noted DTLA, Anderson, and Leer are new projects; deadlines will be set post-kickoff. - Conclusion: Estimates to be provided after kickoff meetings. - Topic Title: Avalon AI Payment and Template - Waiting for payment; also awaiting a template from Christi. - Christi contacted Vance: one payment received, another pending; needs clarity on scope. - Christi will provide the Downtown LA template as a substitute. - Conclusion: Provide DTLA template; proceed after full payment and scope clarification. ## Next Arrangements - [ ] 82 Homes Firewall (Project 2612) - Maggie to call vendor support every few days regarding shipment. - Continue monitoring delivery; consider escalation if delays persist. - [ ] IT Glue to Hudu Migration - Complete migration by 2026-06-01; archive offboarded clients (e.g., Ashland) in Hudu. - Paula to attend Hudu training; no IT Glue training planned. - [ ] Signal Partners (Project 2663) - Christi to follow up with Pete on onboarding details after his workload eases. - Set an alignment date to prevent drift. - [ ] SHARP Security and MFA - Seg to schedule meeting with Anton for security migration (excluding secure mail). - Christi to review MFA-related tickets; define plan and timeline for secure mail later. - [ ] Computer Upgrades - Robert to continue upgrades on Friday, 2026-05-22; 50–60 computers remaining. - [ ] Ability First Cabling - Christi to update Pete after meeting with Michonne; document risks and options; prepare for potential pivot. - [ ] Kotsen AI - Send AI policy for team signatures after training completion. - Establish criteria and a decision deadline for AI selection (Copilot vs. Claude); gather team feedback. - [ ] Alliance (DTLA) Cloud - Hold kickoff this week; define project deadlines afterward. - [ ] Anderson Real Estate Cloud - Send reminder email today (2026-05-19) for wishlist and requirements; await inputs. - [ ] Leer Property Group - Send agenda draft today; conduct kickoff on 2026-05-21 at 9:00 AM. - [ ] Avalon AI - Provide DTLA template to Speaker 2; confirm remaining payment and clarify scope with Vance. - [ ] Project Estimates - Provide estimated dates and percentages after kickoffs for DTLA, Anderson, and Leer. - [ ] [Insert more] ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. 82 Homes firewall delivery remains uncertain due to vendor backlogs; consider escalation paths or alternative sourcing if delays persist. > 2. SHARP secure mail migration exclusion needs a defined plan and timeline; clarify dependencies and schedule. > 3. Ability First low-voltage issues may require a revised approach; document risks, options, and decision owners after Christi’s meeting with Michonne. > 4. Kotsen AI selection (Copilot vs. Claude) is pending; establish criteria and a decision deadline to avoid policy and training ambiguity. > 5. Signal Partners onboarding next steps depend on Pete’s follow-up; set a date for alignment to prevent drift.	May 19, 2026	Speaker 1 00:00:02 Hey Paula. Welcome to the team. Hello everyone, morning. Good morning. Speaker 2 00:00:12 Hello Oh, I think I'm going to share my screen and Segre asked me to lead the meeting. Are we waiting for anyone else? Speaker 3 00:00:25 Is Seg not joining? Speaker 2 00:00:27 She said she's in a meeting, Mavericks meeting, and she's going to join as soon as possible. Okay. Can you guys see my screen? Speaker 1 00:00:37 Yes, but just heads up, I got to jump in. I got to jump at 11 because I've got the AI training with Kossen. Speaker 2 00:00:44 Okay. Awesome. We'll try to be quick. So if you haven't met Paula, Paula is our new project manager here, And we are welcome her to the team. So let's start with Olivia. Go ahead, did you want to say something? Speaker 3 00:01:06 I was just going to say Paula gets to uh, I don't know Paula if you've seen this initial list of our projects yet, but the folks that are listed as project managers here are sort of the people that are the point for these. Some of these are bigger initiatives than others other others are more pointed at, Specific clients and the folks that are assigned as the project managers may be like a leader or a point person for that client, or it may be a smaller initiative that's specific to um that department. So maybe it's a PC refresh, so maybe it's in Olivia's court because her team is doing a PC refresh, or maybe it's something specific to. Speaker 3 00:01:56 One of the two clients that Chris is the VCIO in a VCIO role for. So maybe that's why she's overseeing that as more of the project manager role. So that might be why it's more assigned to her. So we'll be going through these, so you might see it in that light, But I just wanted to kind of explain why the PM assignment might be related to somebody other than an actual project manager in some cases. Speaker 2 00:02:27 Project two, six, one, two eighty two homes firewall. Olivia. Speaker 4 00:02:33 Uh we are still waiting for the device delivery on this one. Um it is set to be or it's supposed to be shipped out next week. Um so hopefully I'm praying that it actually gets delivered, and we actually can complete this moving on. Speaker 3 00:02:54 Project, Have we checked to see if there's if there's any type of confirmation we can get that? It's really going to be available by the fourth or whenever it's supposed to ship? Speaker 4 00:03:09 I so I checked a couple, we checked a couple weeks ago and they're really not giving us much information. We even tried to talk with support, and really there's they just have been saying that there are some parts that areum. Backlogged on like their end of things, so I am not sure, Pete. Speaker 3 00:03:30 I just got to keep checking on the delivery. Just checking, I would just see if Maggie can make a call every few days. And just see if t here is anything she can do to get them real familiar with them with their support. Okay, Speaker 4 00:03:45 Yes. Um, okay and then I think glue to migrationum so, The cutoff date for um it glue is June tenth, but uh we want to be finished on the first. So we have about ten days left. We made a lot of progress last week, hoping to continue the progress. Um, just a quick general question maybe this is to you Pete. Pete, do you think we should move over like recently uh former clients like just like copy and paste it? And then archive that company in Hudu? That way it's still there. Speaker 3 00:04:24 Like that. Sorry, when you say copy and move, what do you mean? Speaker 4 00:04:30 Likeum like instead of manually doing it uh, we would just like sync it over everything, all the information. So for example like Ashland, we just offboarded Ashland recently. So like I would just take all of their passwords, All of their stuff and just have it synced to Hoodoo and then archive it in Hoodoo. Speaker 3 00:04:51 If it's an old client sure why not. Is that somebody we're not supporting anymore? Speaker 4 00:04:56 Yeah, that's exactly what I'm saying. Speaker 3 00:04:58 Yeah, absolutely. Sure. Speaker 1 00:05:01 We don't have Ashlyn anymore? Speaker 4 00:05:03 No, we just off boarded them recently a couple weeks ago. Okay. Speaker 3 00:05:14 And Paula, so you're awareum IT Glue and Hoodoo are the applications where we store. Speaker 3 00:05:23 Reference the information specific to our customer information. So configurations of their environment, password information, support information that we need to reference when we're supporting them. So like everything we need to know basically documentation about how to support their network, their servers, their workstations, passwords to access their environments and things like that. Speaker 3 00:05:54 And we're moving from IT Glue into an application called Hudu, and IT Glue's license is going to expire by the beginning of June. So we're moving everything out of IT Glue and into Hudu. Speaker 2 00:06:11 That's why Paula has Hudu training tomorrow, but she doesn't have IT Glue training on her onboarding plan. Okay. Speaker 2 00:06:23 Next project, Olivia, two six six three signal partners onboarding. Speaker 4 00:06:28 Chris, if you had a chance to talk to Tim, I know you were going to talk to him. I did. Speaker 1 00:06:34 I did and I gave Pete some information, but then Pete went on vacation, which is completely understandable, and I have not touched base back with Pete again about it. Well give him some time because I gave it to him like the day before he went on vacation. So. I don't even think he remembers that conversation. So I was going to circle back when his week didn't feel overloaded. Speaker 4 00:06:58 Okay, so some updates here. We're trying to decide if we're going to offboard them actively or not. Six nine, how to elevate? Okay, We have about over a thousand devices enrolled, and we're beginning to roll out rules for specific companies such as here. And some other companies as well. So yeah, making progress there as well. Speaker 2 00:07:27 Thank you, Olivia. Speaker 1 00:07:29 Christy? Okay, so for me I'm going to just go through mine fairly quickly. Um Carney Properties is definitely training late June, so that whole project's been on is on pause until June 15 t h. Um I'm working on getting them over, they still have not told me which system they want to go with. So just a heads up. For SHARP, We are now in a position where we can start migrating all of the security items over to our security stack. And we turned on MFA yesterday. And so I need to go back and see how many tickets we've got open for MFA issues. I haven't heard much. The team hasn't told me that there's been much issue, But I did give a grace period when I turned it on because I found out that grace periods matter on the MFA. Speaker 1 00:08:19 And it will allow people to log in. So for that, it is on. Seg is going to set up a meeting for us and Anton, to start discussing on moving things over with the exception of secure mail. And then for computer upgrades, Robert is coming in on Friday. He had he needed to take a day off this week, so he's going to come in on Friday. And work through what he's got left, but we still have about fifty to sixty computers. Um, that are going to be migrated. So that's still ongoing. Um, for ability first cabling infrastructure. This is a um, this one is not on track. Crimson has done everything we're supposed to do. Um, We're having an issue on the low voltage side. And uh as of last night. And this morning uh, we have to we we might have to pivot a little bit on that. Um Pete I'll. Give you an update after I meet with Michonne. Speaker 1 00:09:16 Um, for Kotzen, we have started their training today. So, we are doing the training, and then we are going to be sending out the AI policy for everyone to sign after we finish the training. Um, We are going to ask the team for any insight now that they've been trained, But since they have yet to make a decision either on which AI they're going with, I am going to train both AIs or train them on both types of AIs, uh, Copilot and Claude. Because that's what they've narrowed it down to. For detail A, Alliance Cloud team setup, our kickoff meeting is this week. Um and then I'll get deadlines for that. For Anderson Real Estate Cloud team setup, I did reach out to them. Um we did have a meeting. They are I'm still pending their wish list and items that they want, so we can get started. So I'm sending out another reminder email to them today. Speaker 1 00:10:12 And then for Leer Property Group, we have a kickoff meeting for them on Thursday. It took us a minute to get everybody on the same page. I think Kenny was our holdout, But I do have that draft ready to send over to them today on what our agenda is going to look like, but we do have that meeting set for 9:00 AM on Thursday. Speaker 2 00:10:34 Do we have project completion estimated dates and percentage? Speaker 1 00:10:40 For DTLA Anderson and Alire, they are new projects as of last week. And, so I am waiting on the kickoff meeting to give you the project deadlines. Sounds good. Speaker 2 00:10:54 I have one before you leave, I know you have to leave. The one for Avalon AI So we're waiting for payment, but I was waiting also for the template from you. Speaker 1 00:11:08 In the product launch. Yeah, So that one, I also reached out to Vance on that one. Uh, because one, one of them had they've sent in the payment. The other project they did not. And I kind of need both of them. So I can understand exactly what they want to do. Um, This one's gonna because I thought it was just going to be a general AI. Um, but it sounds like it's gonna might be slightly different on this Julia. So um but I am working on I'm going to get you what I'm building for downtown L. A uh so that you have that instead? Speaker 1 00:11:38 As your template. Speaker 2 00:11:40 All right, great. Thank you, Christy. Speaker 1 00:11:44 You're welcome, guys. I'm going to jump unless there's another one for me. Speaker 2 00:11:50 No, not from me. Miguel, do you have anything for Christy? Speaker 1 00:11:55 Hello? Okay, awesome. Thanks guys.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=ec61953e-1db8-40a9-8525-fb291ff467e3&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3OTIxNjM4MiJ9.CgoKBHNuaWQSAjY0EgsIoPiaqpL2mj8QBRoLMy45MS4yNDkuMTQqLHVkeitBUGo4eDlueHVpNkpsb3VpYjJOZjJmeEpOcXlKV3FhZUZmVlRJbGc9MJoBOAFCEKIVOFYMIAAQqIKA9xnT2tJKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.Q9PGxzlYXWWIoHXvGxPcaNcdspX38ldo1AY1y6kYs98&ApiVersion=2.0	—▾	Christi to review MFA-related tickets for SHARPMaggie to call vendor support every few days on 82 Homes firewall shipment statusComplete IT Glue to Hudu migration by 2026-06-01 and bulk-sync then archive offboarded clients such as Ashland+11	✓	—▾	—	—	—	—	—	✓
08-13 Meeting: Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical Issues	**Client identified from CONTENT + calendar, not title.** Transcript names no company; Outlook 8/13 11:30-12:00 'Alere Project Meeting' (Mike Yasuma, Kenny Yoon, Daniel Kubov, Giancarlo Foppiano). Transcript speakers match ('Daniel', 'Giancarlo', 'Taylor'), plus 43 headcount / 43 Copilot licenses, 'PM gals', and 'the other six operating partners' - all consistent with Alere Property Group (CW 20431). Weekly Thursday project status - M365 Copilot Readiness and Deployment. Adoption: 33 active Copilot users, up 68% period over period; chat is the dominant surface and effectively all active users are using chat. 43 licenses assigned against 43 headcount; the Microsoft reporting surface showed an inconsistent active-user count (reporting issue, not licensing) - flagged for follow-up. Co-Work: not enabled. Christi's recommendation is to HOLD on cost. Consumption/pay-as-you-go; a power user burns a credit block quickly. Tested internally at Crimson (one inbox-organization task cost ~$5) and the value does not justify per-task cost yet. She prefers Claude Co-Work over Copilot Co-Work. One user (Taylor) requested access - not approved, no credits provisioned, pending this decision. Security/compliance: all available data-leakage protections in place with policies enforced; all available oversharing protections in place; no files blocked for sensitive-information oversharing this period; referenced files and SharePoint sites reviewed, usage responsible. Enhanced compliance for Copilot interactions was the one remaining control not enabled - being put in place this week, with interactions already monitored in the interim. Training schedule and open technical issues discussed. Action: client to send a note confirming scope/duration for an upcoming session plus where the other operating partners stand in their Copilot rollout.	Aug 13, 2026	Speaker 1 00:00:32 How are you? Good. Your flight home make it without issue? Speaker 2 00:00:39 Uh, it was a little delayed about two hours, but not too bad. Two. Yeah. Time did you guys get back? Speaker 1 00:00:48 Uh, ours was only delayed about forty five minutes because it was taxiing forever, so we got back around nine. But I know the PM gals got held up again too. Oh really? Yeah, I didn't fly until ten thirty. Speaker 3 00:01:01 Where were you guys flying from? Chicago. Oh, Speaker 1 00:01:07 Little uh summit with our partner over there. Speaker 3 00:01:13 Gotcha. Sounds like fun. Um, bear with me one moment. I am working from home today. I have your stats pulled up, but um right as I jumped in the meeting, I got uh a quick question and let me go answer that real quick. Um, but you guys can take a look at what's on my screen. I've got some some things on here. Don't worry about the adoption score, uh, but give me one second. Okay. Nadanya? What do you mean? Sorry. Um, okay. Can you guys clean the dishes and stuff? And can you push the thing in? Speaker 3 00:01:58 And close my. Speaker 1 00:01:59 Hey PC, by the way, Speaker 3 00:02:01 I'm doing good. Are you? Thank you. Speaker 1 00:02:04 Go ahead. Any more shelter in place? Speaker 4 00:02:08 Can you close my door? Oh yeah, thank you. But uh, the air and water show is supposed to be this weekend, and they usually are practicing all week, and they're kind of obnoxiously loud and I haven't heard them. So I don't even it might be getting delayed. So. Speaker 4 00:02:27 More shelter in place this weekend, I guess. Speaker 3 00:02:32 Um, okay. I do apologize, guys. I actually have a social worker on their way unexpectedly. Uh, that is the life of being a foster parent. So they just don't tell you when they're going to show up. Um, Okay, They're just going to have to wait because you guys are more important right now. So Copilot Yes ma'am. Oh thank you. Um, Copilot, you guys, your active users are at thirty three. So we did go up by sixty eight percent. A lot of people are using chat. Pretty much everyone is using chat that's actually been active. So that's pretty good. Um, as I am going through, We don't have Co-Work turned on. So just a heads up on you and I am gonna I am gonna give you my personal recommendation on Co-Work um I played around with Co-Work this week on the crimson side for copilot. Speaker 3 00:03:23 I much prefer Claude Co-Work. I'll just be honest, um, just the time, Just the item to um have the system, check my inbox and and organize my inbox cost crimson five dollars. So just that one task. Um so I would say Co-Work probably not going to be very effective right now based on cost. Uh, if you guys wanted to try it. So. Just keep that in mind. It's pay as you go service, so meaning um you can get so many credits for two hundred dollars, but if they're a power user, they're going to blow through that two hundred dollars uh pretty quickly. So we were playing around with that this week. Not so enthusiastic about it just yet. Um within that, a lot of people are. Um we do have one person wanting to use Co-Work. And uh I think it was Tyler. Speaker 3 00:04:21 Who's asking to use Co-Work? Oh, Taylor. Taylor, thank you. Yeah. So, they have I have not approved it yet because we still need to talk about it. I haven't even set up the credits for it. Um, within this where's my reports? Okay, there you go. Your screen looks a lot different than my other screens. So Microsoft doing their thing as far as security, we have put in all the protections available. We do have the policies in force, so we're preventing data leakage from there. If you can see for the data over sharing, we put in all the protections in as well to reduce that. And, then here is all the files that are being referenced, and the SharePoint sites being referenced as the team is going in and doing their prompts and things like that. So no files were prevented from oversharing because the sensitive information. Speaker 3 00:05:17 No one asked for. So they, uh, right now, per this past week, people are using Copilot pretty responsibly. So okay. Um, Now on here, the only thing we did not put in and we didn't discuss this very well. Um is enhancing compliance for Copilot interactions. However, we are watching this uh for data compliance. So um we we do have it protecting here. Um, and we are watching for everything on that. But given the fact that no one is asking questions yet, and we're keeping an eye on this portion right now, I'm going to start putting this one in place. Um but you guys can see, uh, it's not sorry I'm about to sneeze and I'm at home. So um but just just so that you guys are aware I'm going to be working on that part this week for security on the usage portion. Speaker 3 00:06:16 Um, this is your summary. So we do have this one forty nine active Copilot users. They're out of the fifty three licenses. I am sorry, out of the um forty five Copilot licenses. This math is not mathing correctly. Microsoft has some issues there. Yeah, Speaker 2 00:06:38 I think what do we have Daniel now like forty two headcount? Yeah, Speaker 1 00:06:43 Forty three Forty three. Speaker 3 00:06:48 So I need to figure out what's going on here, but 43 licenses are assigned. So a lot of them are using, are active in it, um out of everybody that's got it. And then we do have some active chat users. Speaker 1 00:07:01 That's interesting though. I see in the bottom chart or now it's kind of top enabled users, 43. Yes. Yeah little math. Speaker 3 00:07:10 Microsoft needs to work on their math. I don't think they graduated basic math. I say that every six months about Microsoft, They got issues, Speaker 1 00:07:18 But maybe Copilot can help them. Speaker 3 00:07:20 Yeah, maybe. I don't know, Copilot it failed me the other day on an Excel problem. So um for your chat users you got about sixteen. Uh three of them are daily um and then for your copilot actually using it, you got thirty three active users um but more and more since we did the training, so that has gone up. And then people are utilizing agents um not that many. There's five, but at least they're going in and testing some things. And I'm just wondering if that's Daniel testing out agents. Speaker 1 00:07:55 It's definitely Mark. It's definitely Taylor. I created an agent though that I lovingly named after Mark because he is our sophisticated user. Speaker 3 00:08:06 Have you given it personalities? Speaker 1 00:08:10 Taylor had to create a photo of itself and it did. Speaker 3 00:08:13 That's awesome. I have an agent named Hugo, and so for all of you guys who's met Anzor, who's my owner of my company. He's a very sweet teddy bear Russian, And that's not something you usually hear in a statement is a Russian being a teddy bear. So I gave him a Russian personality, and it's pretty fun. I use him pretty often so give them personalities when you can. So on this. Speaker 3 00:08:44 Any questions? Because we don't we're not using credits. Um, but we don't have them doing much searches either. I. Speaker 2 00:08:56 Don't know if I have any questions on the usage, but I did have a question. I think on the first screen we were on maybe it was the overview. Um, it mentioned something at the top about. Speaker 2 00:09:09 In that top action section, down and sort of second section down, responses with low accuracy and it mentioned about web search being off. Mm-hmm. What's what's happening there? Speaker 3 00:09:23 So I'm going to pull up the information. Um, so if people turn on web search when they're searching, it might give them a little bit more accurate and relevant responses. And basically in Copilot, I'm going to pull up my own Copilot. um. Speaker 3 00:09:38 Ignore, I am in Co-Work right now. Um, But basically in here, you can choose to turn on or turn off Work IQ. And for some people, it's still going to just say uh, work or web right here. So, they're they have Work IQ turned off, meaning it's not going to search the internet. Speaker 2 00:09:57 Okay, But that we, but they have the ability to toggle thatum and should we should we advise everybody just. Turn it on. Is there a reason not to? Speaker 3 00:10:08 Honestly, It's up to the user themselves, whether or not they want it on or off. With the new uh display that's coming out from Copilot, it's going to be on automatically. So I think it's just right now they have it turned off. So, Okay, Speaker 3 00:10:25 Yeah, um I don't know why they want people to pin Copilot chat. I am not going to worry about, This portion right here, just because people are actively using it. I mean you guys have for the most part. You guys have um. Sorry. Please close the door. Thank you. The joys of working from home, I was not supposed to be working from home today, um so. Speaker 3 00:11:05 I forgot where I was. I do apologize. Speaker 2 00:11:09 Uh, pinning pinning it uh to I think their start menu. Speaker 3 00:11:14 Yes, I'm not worried about that. I'm not going to sit there and have people adjust what they want to make Microsoft happy. Okay, Speaker 2 00:11:22 So one thing I think we did we were talking about is when if you go into your search bar, if someone didn't have it pinned and you search for Copilot, then it still gives you the option to pull up, Two different Copilot apps, or actually, um, And and at first I, I was just clicking on the one that just said Copilot, And I kept trying to figure out why it wouldn't recognize that I had a license. And then I realized that the one that we have is called Microsoft three sixty five Copilot. Is there still a way to remove the other app. So people don't get confused by that? Speaker 3 00:12:00 We are working on that with you guys. Um, we're gonna be pulling it from Intune. But Crimson is testing it on us first. The Crimson team is working on that. So, got it. It's still not off my computer. So, I am waiting on them. Um, I will uh, I want to go into health, real quick, and then I will have questions, and Microsoft is being lovely today. See if we can refresh that. Speaker 3 00:12:33 Last week he was having some major issues. So, all right, we're not going to talk about health. Microsoft does not want us to talk about health. So, um, any questions about what we're seeing here? I'm going to go deeper into these details. But any questions about what we're seeing? Speaker 2 00:12:52 No, it looks positive. I mean people are testing it out you know one week post uh training, Um, we'll see if that sustains itself or increases or what. Um, but yeah. Speaker 3 00:13:08 So, one thing I wanted to point out is the adoption by app. I'm actually surprised that most people are using the app rather than using it in the tools. However, Um it is nice to see that people are trying to use it in Outlook more too and Excel. Uh Word is uh a lot of people just don't use it in Word. I do, But that's because sometimes words are hard and I can't think of a word to save my life. Um, And then I'm going to assume PowerPoint not being used is pretty normal for you guys. Mhm. So so overall, I mean, you guys are doing much better than another client. That's very similar in the size of people. And Copilot adoption. Um You guys are doing way better than they are. So I'm very impressed with you guys. All right. Speaker 3 00:13:56 For my team this week, We're still working on getting that one app out of your computers. And then also, wherever the security one goes. I'm going to work on uh this compliance enhancing it a little bit better. So okay. Actually, John's going to do that. I i'm going to go take my daughter to college. That's right. So, if you guys need me next week, um i am available by phone um. I leave Thursday after lunch, and I'll be on the road most of the day. And then I will be on the road again. I said Tuesday after lunch, and I'll be on the road again Wednesday uh afternoon. So you guys can reach me Wednesday morning uh by cell phone. Okay. So anything you guys need me to cover? Speaker 2 00:14:49 And they they had a couple of things. One, I think we still need to get all the recordings and all the transcripts from all of our trainings. Um, if there's uh, I think you have a more updated presentation that was part of the the trainings that would be good to have that deck and any other guide guidebooks or uh cookbooks or one pagers and things. Um. Because I do want to pass those, along to people who may be looking to refer back to those. Um areas from the training, so if it's possible to get those this week, I'll make sure that I put those in a place where everyone can access them. Speaker 3 00:15:28 Absolutely. Um, I have one more Copilot training this afternoon, And then I'm just going to push all of that information out to you guys. I was a little delayed last week on getting it out, so I'm working on that. Um. Speaker 3 00:15:43 If anybody on the team wants that second training again, it's this afternoon. I believe at two o'clock. Uh, this one is an all- client one, so I'm going to do it like a webinar. Um, So it's going to be talking about using Copilot within apps and um doing app facilitator different things in Teams. Okay, Speaker 2 00:16:04 I think it's nice to have those resources especially as we we I think, Maybe hiring a couple more people here um in the near future. And you know, if those are um regularly being given, maybe we'll invite them to join that as well as being able to to view the videos that we already did, um. And um. And so, yeah, If you want to continue to invite me to those and I'll pass, those along to people that may want to have a chance to do that, that'd be great. Speaker 3 00:16:39 Absolutely. And then tomorrow I am doing an AI basics training. I don't think I invited you to that one, but um I am going to invite you now. Um, if you want to pass that along, it's a basics training. We'll cover all AI toolsum, but it's going to be for people who just need that basic. Um. Handholding through it's even more basic than our first Copilot. Okay. So, Speaker 2 00:17:10 As far as like completing our project of sort of setting up the security environment, rolling setting up users with licenses, rolling it out and doing the training. Um, do we have any other open items as it relates to that, or are we kind of at that point where we will close that project? Speaker 3 00:17:34 At this point, we can close it. Any of the hours that I am working on for you guys just to clear up some things and working through anything new that Microsoft has sent out is free hours for you guys. Okay, So I can let the project team know that we're going to close it out. You guys have completed your training, but I do want to continue sending you guys things. Copilot is changing all the time. So if I can keep you guys up to date on all of that, I will. Speaker 2 00:17:60 Yeah, that'd be great. That's why I was kind of curious, like how we will know, you know, when things new functionality is available or the interface has changed. Like how how will you keep us aware of that? So that I can you know sort of make sure that the team knows that that's there or any new reference materials? What what's your best way of doing that? Speaker 3 00:18:23 I've added, you guys to my Copilot list of clients that I send out emails to on a regular basis. So you guys will be kept up to date through that. Plus, I'm going to offer meetings and training on any of the new features coming out, and I'll add you guys to that list as well. Like you saw the month of August trainings that we're doing. Yeah, Speaker 2 00:18:44 So and then um and then if you do that Power Automate too, I think some of us probably will try and attend that. Speaker 3 00:18:52 That is, um, I am doing it. When where is that one? It is going to be Power Automate Tuesday, the twenty fifth at two p, m. Okay. I'm gonna invite you and Daniel, um Ronelle and Christian and Jackson. Do you guys want to be invited to this? The Power Automate training. Yes, please. Speaker 6 00:19:26 Yes, please. If you could send that out, that'd be great. Absolutely. Speaker 2 00:19:32 Um and then let me see was there anything else I think those were the big things. Um yeah. And I don't know if people have been sending in tickets um yet if you've seen any come through or. Whether the help desk is um is is starting to, get anyum questions but. I assume that that'll just all, Because I know you were wanting them to copy you on things when they were sending them to the help desk, at least for a little while. Speaker 3 00:20:06 Yeah, so no questions have come through other than one. So, the one person that came through. It was just a question on something with the app. And I believe one of my L one ticket L one technicians fixed it for them, so super quick and simple. Cool. Yeah, you guys have been great. I cannot compliment you guys enough for how easy you make this rollout. Speaker 2 00:20:34 And. And one thing that did occur to me with the the hires that we will haveum which I think are at the end of the month? Is there anything as part of the onboarding? That, we need to do when we normally reach out to Crimson to set up, you know, Laptop and general Microsoft, three, sixty five access as it relates to Copilot that we need to make our team aware of. Speaker 3 00:20:57 Ah, no. So what my team is going to do is we have a checklist that they go through on every new onboarding, and they've added the Copilot license to that checklist. Speaker 5 00:21:06 Okay great. Speaker 2 00:21:12 All right. Well, it seems like we're in good shape. Um, yeah, I'll, look for your um your email on all those, uh follow up items from the trainings and get that off to our team. And make sure that you know, they they continue to reach out as they have questions. Um, but yeah, I think we're in good good shape. Speaker 3 00:21:32 Yeah, no worries. And I do apologize. Part of the delay is we're working on creating sites for each of our clients on their portal. That has those videos attached to it. So that's part of the reason I got delayed on it, but I will get that sent out before in the day tomorrow. Okay. So um. Speaker 2 00:21:50 And let's see, Renell, you did have one question and I, I maybe hadn't asked Christie about this yet because, I wanted to confirm the date if we were sticking with the twenty sixth for that steering committee meeting. Is that is that the day we're going with? Speaker 6 00:22:11 Yeah, that's what we still have so far. I have no problem adjusting the time. I know you thought maybe earlier would would work. Yeah, so yeah, I have no problem adjusting that time up. Speaker 2 00:22:22 Yeah, even if it was like nine a. m. I mean that well actually I gotta I guess I gotta determine if I'm on a flight at that time, but um. If it's easier for everyone just to keep the time that you have, that's fine um but but Christie maybe we could check your just availability. Renell was we have a steering AI steering committee where we have representatives from each of the operating companies that fall under PEC's umbrella, Who are like in the process of doing their um copilot rollouts and other things like that, And Renell and I were talking and said it might be really beneficial to the team. If if you might be willing to talk a little bit um to the team about, you know what. Speaker 2 00:23:09 What we've done here, I think on the a layer rollout and just in general, maybe some things about Copilot. Um, the date that we have for that is the twenty sixth, which is Wednesday. I think right now it's is it at eleven am Pacific time? What time was it? Speaker 6 00:23:28 I think I have it at let's double check. Right now two pm central. Speaker 2 00:23:35 Oh yeah, twelve It's twelve pm Pacific time. Speaker 6 00:23:39 And I can I can adjust that. That you know, we've we've changed the date. I can adjust the date and time if need be. Like I said, I know Giancarlo, you guys got an event that day, so I can. Can adjust to this Christie if your schedule works and Giancarlo's schedule works, we can we can adjust that. Speaker 3 00:23:56 I can make twelve o'clock work. I am in a AI peer group meeting. So as long as am there for the first hour, they're happyum, but i also have nine am free if If Giancarlo is not on a plane. And then I also have uh, I do have a co- pilot training happening that afternoon at one thirty. Speaker 6 00:24:17 Okay. Um, How does the twenty seventh or of August? Or let's see the third, second or third of uh? Speaker 3 00:24:40 September. So the second I am. I am free before noon Pacific time, and the third. I haven't blocked out, But it's only because I'm offering an hour and a half training with another client. So if you guys need to schedule something, I have all day on the third, and I can schedule the other company around you guys. Speaker 2 00:25:08 Yeah, second and third are open for me. And the twenty seventh, um, if it was afternoon, I'd I'd probably be fine, because I'll probably be flying back, maybe that morning from from Newport. So um but yeah those those dates look good for me. Speaker 6 00:25:27 Well yeah you guys want to shoot for September third then? Yeah. Yeah. Okay. Speaker 6 00:25:37 You guys are thinking, what time on the third for you guys out in out west? Speaker 2 00:25:42 I mean, um, any time after you know nine a m. uh Pacific time is good for me. My whole day is pretty much free that day. Speaker 3 00:25:53 Yeah. Same for me. Speaker 6 00:25:55 Okay. All right? We'll we'll shoot for that. Let's let's let's shoot for maybe ten a m uh Pacific time. Then. I'll make a note of that. I'll adjust it. Okay. Okay. Speaker 2 00:26:14 And then you can let Christi know, I guess, What what you would like her to cover in that and and how long you need her for. Speaker 6 00:26:21 Yeah, Christi, I'll shoot you a note and also let you know kind of where the other uh six operating partners are in their in their uh co- pilot journey. Speaker 3 00:26:33 Okay. Fantastic. Speaker 3 00:26:36 Great. That's all I got. Thank you, guys. Speaker 2 00:26:42 All right, thanks for the update. Speaker 3 00:26:44 Have a great weekend. You too. Thanks, Chris, you too. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=b9322d30-bd97-457d-a438-703633b9be3f&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NjY1MTE5NSJ9.CgoKBHNuaWQSAjY0EgsIkJTAiOPdvD8QBRoNMTAwLjU0LjkzLjEzNCosUmF4MjdLQUVTbDV3cGQ5QmUzaVd6Z0hGWlJCYUE2bTNmVHhrUDJ2L2NKMD0wmgE4AUIQojDquegQAAALxxLkOJJ_gkoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.TDUNvIuWy0__AfdqbAlOltykx-zrSrJUwmQbflMRZD4&ApiVersion=2.0	Processed▾	Speaker 6 to send Christi note on AI Steering Committee presentation topics and partner Copilot status for September 3 meetingContinue removing redundant Copilot app via IntuneDecide whether to enable Co-Work for Taylor and how to manage pay-as-you-go credit costs+5	✓	Client Work▾	Alere	894754 (0.45h, PROJECT ticket 946130 'PM-1 Weekly Thursday 11:30 Status Meetings', project 2695, Senior Engineer(5)/workType 42 Infra Support - REMOTE, Billable) - logged 2026-08-17 EOD sweep. Meeting 11:30-11:57 PDT.	Note added to project ticket 946130 (project 2695 - M365 Copilot Readiness and Deployment). Ticket intentionally left In Progress - it is the recurring weekly status ticket. Non-confidential; full summary written to the CW note.	3 - Clients and Projects\Alere\Meeting Transcripts\Meeting Transcript - 08-13 Meeting Copilot Adoption, Co-Work Cost Decision, Security Compliance, Training Schedule, and Technical Issues.txt	—	✓
07-07 Casual Conversation: Client Gifting and Personal Updates	## Your Conversation Summary ### The Vibe Warm, generous, and conversational, with a friendly mix of business pragmatism and personal connection. ### The Dynamic The sentiment was consistently positive and appreciative, anchored by a practical discussion about client gifting and its costs. Engagement was high, with Pete offering concise reactions while Speaker 2 drove the conversation with detailed context, personal history, and thoughtful plans. The mood stayed upbeat throughout, briefly deepening with personal updates that added warmth and authenticity. ### The Gist Speaker 2 outlined their quarterly client gifting approach, noting a recent, costly chocolate order for key clients and clarifying who received gifts. Pete reacted to the expense, prompting Speaker 2 to share both professional rationale and a personal affinity for Ethel M chocolates—rooted in past work experience with Mars—and fond references to the Vegas shop and its holiday garden displays. The conversation gently widened into personal life, with Speaker 2 mentioning a new foster child staying for the week and a generally good mood. They concluded with a plan to send Pete a personal box of nuts and caramel chocolates the next day, tying the business strategy to a thoughtful gesture. ### Memorable Moments > **Pete:** "A lot for chocolates, we could have taken them to lunch for that kind of thing." > **Speaker 2:** "I am addicted to FOM. But I also used to work for them twenty years ago." ### Things to Remember - Speaker 2 will send Pete a box of nuts and caramel chocolates tomorrow. - Speaker 2 has a new foster child staying with them for a week. - Quarterly client gifting strategy: chocolates sent to key clients. - Clients receiving chocolates this quarter: Alere, SCHARP, Ability First (two sites), Charl Properties. - Speaker 2 used to work for Mars and received many Ethel M products. - There is an Ethel M chocolate shop in Vegas with a garden decorated for Christmas. ### Conversation Threads - Client Gifting Strategy - Cost of Chocolates - Ethel M Chocolates - Personal Updates	Jul 7, 2026	Speaker 1 00:00:02 A while by the way. Speaker 2 00:00:06 Positivity here. Um, are you going to be in the office tomorrow too? Yes. Uh, okay. I am going to send you because I slated all the other chocolates for all the other clients, I'm going to send you your own box, Speaker 1 00:00:21 If you must, Speaker 2 00:00:23 If you must do the nuts and caramel. Also, Because I had an ink explosion on my hands, and uh, I got an ink stain on this one. So, uh. Speaker 1 00:00:37 Well, thank you. Speaker 2 00:00:38 You're welcome. So I'm just going to write your name on it and submit it with Monti tomorrow, because she's coming in about ten minutes to pick up for the other clients with the exception of making myself. Awesome, awesome, awesome. And so I'm out of chocolates for this quarter. I got through my chocolate box so okay, I try to do it once a quarter. Um, but I usually get these boxes which are cheaper, but they got me four big sixty dollars boxes with everything else. Oh, Speaker 1 00:01:07 Okay. Okay. Speaker 2 00:01:08 So and. Speaker 1 00:01:09 And if that amount was for you know more clients, that's fine. I got the impression that when I saw the expenses, I thought that was for like, You know, one client or two clients. I was like, "Wow, that's a lot of money." I think it was actually like eight hundred bucks. And I was like, "Is that just for SCHARP and Ability First? " Because it was something for where were those Ethel M or Godiva or something? And I was like, "Wow, that's a lot. That's a lot for chocolates." But if it was for like you know several customers, it was you know it's not that not that bad. But it was still. I was like. That just seems like. Speaker 1 00:01:44 A lot for chocolates, Like we could have got taken them to lunch and stuff for that kind of thing. Speaker 2 00:01:50 So it's downtown L A this quarter, uh, Alere which I am send I am going to mail theirs out because no one's going to Lear anytime soon. Um, SCHARP Ability First two different ability first uh sites that you know we're trying to do better. One of them is Alere Sully where we messed up that out. Uh downtown L A. And Charl Properties are the ones I am sending this this quarter. So, What I try to do is do one order a quarter, and then throughout the quarter, send them to clients that either we had fantastic project with, or, you know, they they did something meaningful and useful. So, okay, but she ordered a lot of boxes this time, a lot more than I normally get. And, she did the big boxes. So um I am gonna go back to because they have smaller versions. Speaker 2 00:02:42 I am going to have to go back to smaller versions because they're like twenty dollars a box, but they're like littler boxes. So, and I love FOM; like I am addicted FOM. But I also used to work for them twenty years ago. Yeah, I worked for Mars. So, we got a lot of cool. Speaker 1 00:03:02 Yeah, we got a lot of FOM and their peanut brittle was to die for. Um, but yeah we we got all the Mars stuff. Speaker 2 00:03:10 My welcome basket when I first joined was absolutely amazing. So well, Speaker 1 00:03:16 That's cool. That's cool. There is a uh, I am trying to think of what, is it an Ethel M that's in Vegas or is it a, yeah, I think they have a they have a garden or something in Vegas that they decorate at Christmas. They have a whole yeah, They have a whole like Christmas thing they set up. And then like there is a chocolate like uh. Um, Shop that you can walk through kind of toward the end when you are leaving. Yes, I think it's Ethel M. Yeah, Speaker 2 00:03:48 It is. Um, I used to because I love their liqueur chocolates. I used to uh get them Hang on one second. Pete go outside Monti. She's a short Asian lady. She's parked outsideum she's wearing a Christi t shirt with her name on it and give her these. And tell her I will text her. Later. Yes. Okay. Speaker 2 00:04:16 Remember the color? Yeah. Um, no, FOM when I'm in Vegas, I like to go there, but when I lived in Tennessee, there the courts couldn't uh be shipped to Tennessee because Tennessee doesn't allow that. So, it's shipped to my mom in Kentucky and then go pick them up from her that next weekend. Okay. Oh yeah, But yeah, uh, I have a new foster kid staying with me until Thursday. Um, so just as if she got to me on Thursday, she's staying with us for a week. Um, so if you hear me talking somewhere in the background, it's just her. Okay. Just an emergency placement. Okay. And she's pretty amazing. She's been very low key, very easy to work with, especially with everything going on with me So. Speaker 2 00:05:11 Okay. I got a lot of things done today, so I am in a really good mood. But I am going to send you the truffle or the nuts and caramels and enjoy those tomorrow because they're great. I've had them in the refrigerator. Thank you. Okay, yeah, Speaker 1 00:05:25 Well thank you so much. You're welcome Awesome Have a wonderful day. Speaker 2 00:05:30 I will, you too. I'm going to take a. Speaker 1 00:05:32 Nap Okay Good for you Thanks Bye All right Thanks B ye- bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=8a2c9ae5-0f78-4450-b684-0186a727b45a&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA1Mzg1NyJ9.CgoKBHNuaWQSAjY0EgsIoLaNrvb1sD8QBRoMMzQuMjMwLjU1LjUzKixMVnBOWUttMVhnNS9PTDJNa2ZvRGJtZHJ4SkNqeUorVGR6SnlCVld1V2pZPTCaATgBQhCiJz22aWAAAPYYpTEHTeXFShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.mEqB_w2Q2YsMwMY6Zsdz8A6TSwfOkFlHU7tMPPG9Z-M&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	—	n/a - casual conversation, not billable	—	—	—	✓
08-11 Meeting: Concur Expense Report Cleanup, Missing Receipts Access, Amazon/Program Allocations, Department/Class Charging, Itemization Workflow, Concur Billing via Salesforce, Scheduling Support	## Meeting Information > Date: 2026-08-11 17:35:32 > Location: [Insert Location] > Participants: [Christi] [Susanna] [Speaker 3] ## Meeting Notes - Topic Title: Concur expense report cleanup (June–July transactions) - Christi logged into Concur; duplicate “cash” expenses appeared due to Expense Assistant creating entries from uploaded receipt images. - Susanna instructed deleting duplicate “cash” items and combining receipt-created entries with JPMorgan card transactions. - Include July transactions in the current report; handle August later. - Some June transactions were also pulled; acceptable to include where appropriate. - Christi prefers using Expense Assistant and will relearn how to combine items to avoid duplicates. - Susanna may move necessary items into the expense report to streamline submission. - Conclusion: Delete duplicate “cash” entries, include all July transactions now, and combine receipt-created entries with matching card transactions. - Topic Title: Missing receipts and account access (Adobe, Zoom, Blue Wave IP, Google) - Adobe: Christi’s account was on the wrong email; rep confirmed fix. Christi will pull transactions. - Zoom: Susanna will send access details and attach relevant Len Egger/Legal info. - Blue Wave IP: Receipt received; allocation can be done using the bill’s center breakdown (page two). - Google: No password available; missing receipt statement used as replacement. - Constant Contact: Shared by Development and Marketing; a favorite 50/50 allocation exists. - Dropbox and other subscriptions: Passwords sent by Susanna via email. - QuickBooks receipts were previously sent to a former staff email; missing receipt statements used. - Conclusion: Access paths clarified; proceed with pulling receipts where possible and use missing receipt statements where access is unavailable. - Topic Title: Handling Amazon orders and “Possibilities” program items - Some Amazon transactions are for the “Possibilities” program (Jessica). - Susanna advised matching by transaction amount and obtaining specific receipts; Jessica purchases are not on the IT card. - Michelle holds the main admin account; access may be needed to pull correct receipts. - Conclusion: Identify and separate non-IT transactions; obtain correct receipts via admin access. - Topic Title: Department/class allocations and center-based charging - Susanna reclassed several transactions to appropriate departments/centers (e.g., internet fees to the location using them). - Entertainment subscriptions (Netflix, Disney, Peacock) should be classed under Lauren Selfrank. - Network Solutions website charges go to Marketing. - Legal fee (Len Egger) should be classed under HR/legal with business purpose “Thea Luck – settlement.” - Conclusion: Use center-based allocations and specific class assignments for recurring items per guidance. - Topic Title: Itemization and allocation workflow (Spectrum, Verizon) - Spectrum consolidated bill: Itemize between phone and internet, then allocate by center (e.g., Jham and East LA 50/50 for the phone portion). Save favorite allocations for reuse. - Verizon: Break out fixed monthly “Mobile” charge (e.g., 4709) vs. equipment; itemize then allocate per department; unassigned devices go under IT. - Christi will upload a new Verizon report with updated device names when available. - Conclusion: Adopt an itemize-then-allocate process; save favorites to standardize allocations for future months. - Topic Title: Concur billing access via Salesforce - To access Concur billing, use the top-right question mark > Contact Support; it redirects to Salesforce. - Check “Paid bills” and status dropdowns to find invoices (e.g., June vs. August). - Conclusion: Established navigation path for Concur billing/invoice retrieval. - Topic Title: Scheduling and support - Susanna can assist tomorrow; asked Christi to reach out via Teams. - Christi aims to submit remaining items before Susanna’s morning. - AI tooling might help automate invoice retrieval in the future. - Conclusion: Follow-up coordination set for 2026-08-12; explore automation later. ## Next Arrangements - [ ] Delete duplicate “cash” expenses created by Expense Assistant and combine receipt-created entries with matching JPMorgan card transactions. - [ ] Include all July transactions in the current expense report; defer August items to the August report. Include applicable June transactions where appropriate. - [ ] Pull Adobe transactions now that the account email is corrected and attach receipts. - [ ] Attach Zoom receipts; include Len Egger/Legal info and classify the charge under HR/legal with business purpose “Thea Luck – settlement.” - [ ] Allocate Blue Wave IP charges by center using the bill’s breakdown (page two). - [ ] Use the favorite 50/50 allocation for Constant Contact (Development/Marketing). - [ ] Class Netflix, Disney, and Peacock under Lauren Selfrank and attach receipts; route Network Solutions website charges to Marketing. - [ ] Obtain Amazon receipts via Michelle’s admin access; separate “Possibilities” program items (Jessica) not on the IT card and match by transaction amount. - [ ] Upload the new Verizon report with updated device names; itemize fixed mobile vs. equipment, then allocate per department; place unassigned devices under IT. - [ ] Access Concur billing via Salesforce (Question mark > Contact Support > Paid bills); verify June and August invoices. - [ ] Coordinate with Susanna via Teams on 2026-08-12 for remaining allocations and reviews. ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. Google receipts remain inaccessible; establish credential recovery or an alternative archival process to reduce reliance on missing receipt statements. > 2. Clarify and document the exact departments/centers for recurring Verizon allocations to reduce manual itemization effort each month. > 3. Confirm admin access workflow (Michelle/Jessica) for Amazon to ensure correct receipt matching by transaction amount and card. > 4. Standardize use of Expense Assistant with a documented combine workflow to prevent duplicate “cash” entries. > 5. Evaluate an automation tool to aggregate subscription invoices (Adobe, Zoom, Dropbox, Constant Contact) from email accounts and file them centrally.	Aug 11, 2026	Speaker 1 00:00:01 Hi, how are you? I'm good. I got hit with an update bug, so I'm waiting on everything to pop up. No worries. Speaker 2 00:00:11 No worries. So, um, a couple of things actually. So I'm gonna have to like uh do you have it have Concur open? Speaker 1 00:00:24 I am opening it now. Speaker 1 00:00:28 It keeps trying to go to my crimson account and I'm trying to get it to go to my mobility first account. Yeah. Speaker 3 00:00:49 It's taking its sweet time. Speaker 1 00:00:53 So, um, while you log in, um. Speaker 3 00:01:07 I don't know where my cell phone went because I was. Speaker 1 00:01:09 Talking to Sean about some things earlier. Maybe in the car? No, it's it's in the. Oh, someone's bringing it to me. Thank you, Steve. Um, I just wanted to check with her on the plot thing and I forgot to do it. Speaker 1 00:01:39 Everybody's wanting my attention today. Speaker 2 00:01:44 Yep, busy, busy as always. Yeah, and I think I feel like Tuesdays because you are in the office. We're in the office today; it's usually like one of those busier days. Yeah, But I wasn't in the office. Speaker 1 00:01:59 By so I go, but you and or Ability First and Sharp are my main clients. And some most. Tuesdays, I am in ability first, but today, like every month is it every month or every two months? I can't remember. Um, They do a director's meeting where everybody from a director and up is all in a big conference room. And from nine AM to two PM. It's all meetings. Uh, and so yeah, so I have to. Speaker 1 00:02:38 So, I still work with Kashif because he works with them. And so, oh, he does. Yeah. So he goes first, and he spends about thirty minutes to an hour going over finance stuff. And then he goes to me for IT, and then we stay in to help answer any questions and go over things. And other like, what are the impacts of the things that they want to change? Speaker 1 00:03:07 So, it's not what I mean. Speaker 2 00:03:10 Yeah. That sounds long and dreadful. Yeah. Okay, so if you can click into that, um, Couple of things I'm gonna have you do? And I might do it on my end while uh it too. So, you see how the payment type, it says cash for this one. And if you scroll down, there's another one? Speaker 1 00:03:31 Yeah, so these automatically were in there? And I didn't know if it was something you had done, or someone else did, so I included it. No, Speaker 2 00:03:41 Nothing. No, well no, Just delete it completely because like some of these transactions I'm seeing it's in like it's cause. If you look at your receipt, right? Yeah, um there is like there is like one payment that was made in like June. There is another payment that's made in like July. So these are the receipts for different transactions that were hitting the credit card. And I've seen you have attached them as well. So you can just remove this completely. Speaker 1 00:04:09 Okay, so delete expense? Okay, I guess it did it. And then same thing here too? Speaker 2 00:04:21 Yeah, do you see how that's a geo link same as the one above? Yes. Oh okay, Speaker 1 00:04:29 So it made duplicates. Got it. Okay, I was I was looking for some of them and I'm like, wait, what's going on here? Um, I did put some. By the way, I did put some August in in this one, just because I saw them come in and went ahead. And pulled that information. Yeah. Speaker 2 00:04:47 Uh that's fine. But I did i see that you left out? You know some July as well. Are we waiting on those or? Speaker 1 00:04:57 Yeah, I am so Plaud is one, Plot it where did it go. This one should have come over and been in it. Speaker 2 00:05:08 Oh no, no, that's fine because like we can put this on July first right now. Like August can come later later. Speaker 1 00:05:13 Yeah, sorry I was going back to. Right there you go. Some days, I am just fine and concur and I'm all happy and I get things done, some days, not so much, um so in here. Speaker 1 00:05:30 The geo, uh, not Geo links. Where did it go? This one I thought was already in there. Speaker 2 00:05:41 You had the August one in there. Speaker 1 00:05:43 Dang okay, that that's on me. Um. Speaker 2 00:05:48 Yeah. So everything that's dated in July, like in this list should be part of the report. Speaker 1 00:05:55 Okay I also pulled over some Junes that I had was able to get their stuff. Is that okay? Okay, perfect. Speaker 2 00:06:02 Yeah, So so the ones that you, you know weren't able to get, are they like I'm seeing a lot of us. I saw a lot of Adobe's that uh is still. So we're still looking for those. Speaker 1 00:06:13 Yes, So for Adobe, I emailed out our rep, because when they gave me my account, they put it on the wrong email address, and I can't get in right now. So I asked him to resolve that, and he just sent me an email this evening because I had sent him three different emails to say, hey, where are we at on this? So he finally responded today. It should be fixed. I can go in and pull those transactions. Okay, Speaker 2 00:06:35 Perfect. Okay, So I see what's going on with like I think you are like submitting risk, like, um receipts copies and you see how it creates this like cash, um expense cells right here and then create the transaction for you. Yeah, so what that does is likeum it takes your uh image, And then it creates the transaction off of it, And then you will have to like click on it and then combine it with one of the existing transactions that's coming over from J P Morgan. Um, Speaker 1 00:07:06 Got it. Okay, so if I go in here. Speaker 2 00:07:11 You I think you can. Uh, close here, actually close here, okay, let me give me one second, because I think you already have these two in your. Report, so you could just like delete these two actually. Okay. Do you want to turn off the expense cell? Because that's what it does. It's going to create like duplicates for you until like you combine them. Now, right now, we shouldn't have anything that's paid like out of pocket. Speaker 1 00:07:42 Yeah, I'd rather use Expense Assistant because I used it in the past and loved it. And I just need to get back to using it, Cor rectly and figuring out how to combine it because I think some things changed from when I used it before. Speaker 2 00:07:57 Okay, so for as far as July goes, Are you able to bring in like all the July transactions into that expense report? Let me try. Cause I cause a lot of it, you see Netflix and like Disney and Peacock like thoseum I believe I gave you access password to those. Um. Speaker 1 00:08:21 Let me pull it again. And. Speaker 2 00:08:26 Then I can help you with the Len Egger one, because I think that was that was something else. Oh, I think Monti charged it for a legal fee. Speaker 1 00:08:35 Got it, okay, cause I was going to ask you about that one. Um and I was going to ask you Zoom, I couldn't, I was having issues pulling in Zoom and then Blue Wave IP That's. The one I could not find anywhere Maybe I missed it. Speaker 2 00:08:50 I believe there's also I I I think maybe. Can you check what I sent you It should, I should have the password in there as well. If not, I can. It's uh, it's in the IT email and I can send that over to you. Speaker 1 00:09:05 Okay, got it. And then Monti just sent me over the Pod receipt so, uh, I have that and I can actually get that one in now. And then she sent me into Amazon once as well. Speaker 1 00:09:24 So. Uh, she did say uh not all the transactions belong to us. A few of them are associated with possibilities program from Jessica. How do you want me to put those in? For example, Speaker 2 00:09:40 Let me look it up. Let me pull everything over to my other screen. I'm on the I'm on the 49 inch screen. Let me pull it over to the other one. Speaker 3 00:09:52 That way I can just pull things in. Alright, so this is what she sent over. Okay, Speaker 1 00:10:05 So this is definitely it right here. Dry rice calendar is possibility. Yeah, Speaker 2 00:10:11 I think you're uh you will have to go off of like the amount of the transaction that you're looking for. I know like Jessica, Makes purchases, but it's not paid with the IT credit card. Speaker 1 00:10:23 Um. Okay, Speaker 2 00:10:25 So just Michelle has like the main the admin account and I think she just sent you the order for everything, but. Typically I usually look for the transaction and download a specific receipt for that transaction. Speaker 1 00:10:40 Okay, so she sent me this instead of giving me receipts. Speaker 2 00:10:48 I s she okay with you giving access Because I think I gave you access like for the IT, um, you know email address. Speaker 1 00:10:56 Um, let me ask her real quick. Speaker 2 00:11:04 Well, Actually, you might need her help because I think I had had needed her help in uh accessing it, then I could send you like the password and everything. Speaker 1 00:11:16 Yeah, I'm gonna send her. I sent her a note. See if she responds. My goal is for August, you not having to help me anymore and just doing it for you, but let's see what happens with that. Um okay, Blue Wave. Speaker 2 00:11:35 I just sent it over to you. Okay. Speaker 2 00:11:38 Uh let me get you Zoom. Speaker 2 00:11:46 And then in the one for Zoom, I'm also gonna send the uh attached to Len Egger one. Speaker 1 00:11:52 Okay. Did you send them to my Crimson account or to Ability First? Speaker 2 00:11:57 Uh, the Crimson account. Did you want me to send it to your Ability First? Speaker 1 00:12:01 No. Um Let me I'm just waiting for it to come in. Speaker 2 00:12:11 Okay And then, Uh, so if you don't mind, I'm going to like move all of the ones that I need you to submit for me into that expense report. Speaker 1 00:12:26 Okay. Also, um, the the network solutions ones for the websites. Mhm. I I put those in for marketing because those are, Supposed to go to marketing. Speaker 2 00:12:44 Yeah, that's fine. And uh yeah, I I need to talk. You talk to you about uh the other ones, too, because typically, usually what we do for each transaction is we like allocate it to the center that uses it instead of putting it under IT. Um Got you. Yeah, so then should I not uh So. Speaker 1 00:13:10 I was struggling with that and I wanted to know, so like with the wireless, um if I allocate and I click on the allocate button. Um So I add right here if I remember correctly and then I just go in and add based on the location. And I can allocate the percent. Speaker 2 00:13:30 Yes. Okay However for the wireless Wireless is the one where it's like a little bit more complicated Um, I can't like send you a, screenshot or something, butum because it has to do with the service and the equipment. So then we have to break it into two accounts. So you have to itemize it first and then allocate. Can. Speaker 1 00:13:53 You teach me how to do that next month? Speaker 2 00:13:57 Yes, um, but I would also need it for this one here. Let me see what I can do. Um, Speaker 3 00:14:08 Give me one second. Speaker 2 00:14:47 So, if you are looking to do it next month, I'm gonnaum because you know how I already had the what's it called the Verizon, the yeah August of Verizon in here. I'm gonna move it to like a I'll, create a new folder okay for August. And then we could uh do the August one later. Speaker 1 00:15:11 It was making sure. Sorry, I hadn't eaten anything since early this morning. I was grabbing something to eat real quick. Um, I did look. I am transcribing this meeting, so I did check to make sure that that was on. So, if you want to go through it with me today, and you have time, I am all for it. However, Speaker 2 00:15:31 Let's do it. Um, yeah, let's do it. So we can get this. Yeah, uh, over the. Speaker 1 00:15:38 Only one caveat to that is uh kiddos are going to. Um, they're gonna need my help with cooking dinner in a moment. They started it. I'm just gonna have to go show them something. I don't mind doing that, if you don't mind listening to me, teaching them how to cook it. Speaker 2 00:15:56 Yeah, that's fine. Um, yeah, well, I can let me see Let me share my screen. Maybe I can like do it as you andum I know, I'm able to like save the allocation, but not the itemization. So. While you like go in and thenum. Download the. The receipt for July, let me kind of get started with those. Speaker 1 00:16:26 Um, I did download the receipt. Oh, you know what? Okay, never mind. I see what I did. Ignore ignore me because you know. Speaker 2 00:16:43 So I'm gonna go through and kind of like update some of the departments for the transaction that you've done, um, because they belong in different ones. And then you know when you do it next month, then you can refer back to this report for the appropriate call center. Speaker 3 00:16:59 Okay, perfect. Speaker 3 00:17:39 That network solution came back to cash. Speaker 2 00:17:44 Oh, sorry. Say that again? Speaker 1 00:17:46 I said the network solution came back and is listed as cash again. We just changed it. Speaker 2 00:17:57 No, these are available expense, not the uh not your not the uh transactions in your. Speaker 1 00:18:04 Expense report. I thought I went into the expense expense report. Speaker 1 00:18:09 Alright, here we go. Sorry, Speaker 3 00:18:10 I thought I clicked it already. Trying to go too fast here. We'll do this. Thank you for here. Do you need. Speaker 2 00:18:55 Help getting the Concur expense, like theum the monthly Concur charge? Speaker 1 00:19:04 I may, if that's coming to this. Speaker 1 00:19:09 Credit card. Speaker 2 00:19:10 Yes, so, I usually come into Concur and access it using, like, you know, if you go to like, contact support that's where your billing things are. Speaker 3 00:19:22 Okay. Scroll down. Speaker 2 00:19:26 No, actually not here. Do, you go to like the question mark on the top? Uh left top right Sorry top, right. And then contact I usually go into contact support Okay. Speaker 3 00:19:57 Login is temporarily unavailable. I guess I don't have access to it. Speaker 2 00:20:15 Oh, this is Salesforce. Like you log in to Concur through Salesforce? Speaker 1 00:20:20 No, um, I went to contact support and it's transferring. And then it sent me to concur. I mean to Salesforce. Oh, okay. Okay, now I got this. Speaker 2 00:20:38 Oh, is it requiring to fill additional things before we can? Speaker 3 00:20:41 Yeah. Oh, North America. Speaker 3 00:21:18 Okay, billing. Yep, Speaker 2 00:21:32 Uh no I don't think it's this one. It might be the older one because this might be the August one. Okay, so if you go under like paid invoice paid bills. Speaker 1 00:21:43 Am I missing open bills? Speaker 2 00:21:46 The third one. Speaker 1 00:21:47 I was missing it. Speaker 2 00:21:49 Oh, uh, you have to go. The status should beum. Put on dropdown for status process. Yeah. Speaker 3 00:21:58 All right, So see that one and this one, let's see eighty one is. Speaker 1 00:22:12 August seventy six, No. Speaker 3 00:22:17 Seventy six is August eighty one is June. I'll just double check. Top one eighty one is student issue. Okay I was right. Eighty one is June. Speaker 3 00:22:47 This one is June. So. Speaker 2 00:23:02 Like Constant Contact is actually being shared by uh development and marketing, so I created like a uh favorite allocation that's split about fifty fifty. So whenever you work on that, if you could just use that allocation. Speaker 2 00:23:33 Okay. Yeah, Now I'm going into all like the internet fees, um and marketing and classing them to the location that uses it. Okay. Speaker 3 00:23:45 Oh, I just got the Blue Wave one. Speaker 2 00:25:16 And Then for all like the, the Netflix the. All these like Peacock and all those other stuff, it's all for Lauren Selfrank. So uh when you, when you attach the receipt, you could just class them under Lauren Selfrank. That would be great. Speaker 1 00:25:35 Okay, I can do that easily. Speaker 3 00:25:38 Sorry. There we go. Look at that one. So is that one? And blue is this health. All right, so close out Zoom first. Where's the Zoom? Speaker 1 00:26:27 The Quick book ones, uh, did you give me that one? Speaker 2 00:26:31 I don't. Okay, So this is the one whereum the receipts was being sent to Caucasian email a long time ago. And then when he leftum, we just kind of lost receipt. I've been completing like a missing receipt report or like statement for it every time. Um if you, You know, I don't know if there's any way for us to regain access to a receipt. Speaker 1 00:26:55 Okay. And this one, that's theum the land Land Digger? Which one is that one going back to? Speaker 2 00:27:04 Is that That's Legal Bee and then uh is this like yeah uh HR. HR. Speaker 3 00:27:20 And then. Speaker 2 00:27:26 So uh, I'm gonna oh, can you change the business purpose as well? Uh, it's not Verizon bills. Um. If you could, I believe this had to do withum. One second. Let me kind of look here. It says. Um Thea Luck T H E A, Um and then last thing is Luck. And then put in like settlement and that's it. Yeah okay. Save that okay so then, Um I'm gonna work on one of the um transaction that needs allocate advertising and allocation. So I'm gonna share my screen to kind of show you how I do it, um let me know. Speaker 2 00:28:18 When you see my screen. Speaker 1 00:28:21 Let me pull you back up. Okay, I see you. Speaker 2 00:28:27 Okay, I'm gonna save this copy on the side, so I can look at it while I'm doing it. Um, because this one actually has to do with the phone, I think the landline and internet for multiple locations. So here I have to do the itemization first. Okay. And first of all, I have to class it between like break it up between phone and internet, right? So let me do phone. And then by looking here. I can look into the um. Kind of expense, The invoice where it's like, okay, there's eSally here and I'm I'm just kind of just taking like whatever saying same invoice. Speaker 2 00:29:15 And put it into phone. Let me know if that's wrong and it's not phone related at all, and then we can fix it for like um for the budget next year. I think um yeah, and then for example this one also has a phone. So it's the phone is broken out into Inglewood, and East L A. And, okay, you can see here. Clint, we also have Claremont, but Claremont does not have phone. Okay so then that's like uh, 160 with all the four with the the total, so I'm just gonna put 160 here. Then you got to allocate this part. Okay. And I'm I'm gonna do it here, Jham and and Claremont Wait, no not Claremont eSally And then it was fifty fifty. Speaker 2 00:30:14 So it's either you can do it by amount or percentage. I'm gonna save this as a favorite. So I'm just gonna put like Spectrum Consolidate Bill. Got you. And then next time you can just like, you know, as long as soon as you have the 160, you can come in here and just break it up 50/50. Oh sweet! And then let me save allocation to the ACH allocation and I gotta create another one for the internet portion. Okay. Speaker 2 00:30:46 And then the internet, it's really just broken into the three. Um. I'm trying to see if one is like way more expensive than another. Can't let me see. Speaker 1 00:31:03 While you're doing that, let me go help the girls with next steps of dinner. We're making pasta, which oh nice, nice okay where are you baby? Speaker 1 00:31:17 Oh, good job. Did you put the chicken in yet? Nice. Okay, mozzarella cheese and uh parmesan cheese. Your next step. Hi Ari, when are you going to come over and be my fifth daughter? Speaker 1 00:31:52 Come tomorrow, I'll be in Pasadena tomorrow. But you you're welcome to come tomorrow. There you go. That's perfect. Okay, so basically what you're going to Parmesan is hard, it's supposed to be hard, but this one's good. Um let me toss this one. Speaker 1 00:32:28 Okay. So. To do the, parmesan. We're doing a cooking lesson, Arlie. When, are you when are you going to come over and let me teach you how to make cakes from scratch? Okay, so what you do is once you dish it out, you're just gonna do this. That's it. Are you hungry, baby? Okay. Your stomach feeling better? No, I just put it on the top when I serve. Makes life a little bit easier. Speaker 3 00:33:26 I'll get you a. Speaker 1 00:33:32 Alright, I'll get you a code for the door. Speaker 1 00:33:56 Hey, go, sweetie. Tell Sean I said hi. Hi Susanna, sorry. No worries. Way farther along than I thought. We did a basil pesto uh noodles with with chicken. Speaker 2 00:34:25 I I need some of that. I'm hungry. I need some good pasta. Speaker 3 00:34:35 Yeah, I need some good pasta. Speaker 1 00:34:39 You're always welcome to come over, but we're in El Segundo now. That's far. Yeah, the new intern that started with us today uh lives over by me. Speaker 2 00:34:54 Or, for I T or. Oh. How's how was how was she. It's a he. Oh, He oh, I thought I thought sorry, I thought it was. And now it's just a kind of soon. That's okay. Speaker 1 00:35:11 And I'll meet him tomorrow. That's why I'm gonna be in Pasadena tomorrow. Speaker 2 00:35:21 So, I think, am, Done with reclassing anything, everything except. Oh, Let's work onum Verizon because Verizon will be the same idea where we'll have to look at the bill and then break it out between. And thenum that's the one where I'm kind of using your uh your platform for the breakdown. Verizon. Speaker 1 00:35:52 Two of the platform is coming soon. Speaker 2 00:35:54 Oh, nice. Nice. What's the what's the difference? What's the update? Speaker 1 00:36:00 It should be more granular. But also, it's gonna be automated where it's gonna be more up to date. Speaker 3 00:36:14 Okay. I am uh, let's see. What did I do? I did. Speaker 3 00:36:36 Yeah, so solve uh. What again Can I use. Speaker 2 00:36:43 Um mobile mobile Yeah. Mobile or. 4709, So that's like the fixed monthly charge is a 4709. And then everything else I just put it under like equipment because there's cost of change of equipment for some reason. Um, so that's just how we do it. And then unfortunately I gotta do this. Speaker 3 00:37:14 One for each department. Speaker 1 00:37:56 Did I tell you that I have two more uh foster kids in the home. Speaker 2 00:38:00 Oh, I don't. I don't know. I didn't know. Speaker 1 00:38:03 Yeah, you remember when I was in the hospital? Speaker 2 00:38:09 Yes, I think yeah. Okay, Speaker 1 00:38:13 Yeah So. That was the last week of June Uh, huh And the very next week had just got gotten out and I got a call and said, hey, we've we've got emergency situation. Can you take this this kiddo? She's in extended care, and I said absolutely bring her here. And then four days later, I got a call about one of my other foster kids that had been with me off and on for four years. And we've been trying to get her permanently assigned to me. And they came over, but they finally said," Hey, we got to place her now." And they had her to our house within an hour. So two within four days, two additional. And then Dominic is going to college next week. I am going to drive her just set. Speaker 2 00:38:54 Oh, that's a long drive. Yeah. Speaker 2 00:38:60 So so areum are you gonna be able to keep. Uh, or is it her or him permanently. Speaker 2 00:39:14 Yeah. So, so how many, how many kids do you have in your house in total, Right now three. Okay, yeah. That sounds really busy. Speaker 1 00:39:27 Yeah, but it's great. They wanted they came to the office. Two of them came with me to the office because they like coming to the office today. So we were at the sharp office, and then they came home and made dinner. Speaker 3 00:39:41 That's nice. Alright, let me do this. Speaker 2 00:40:05 So Anythingum for like the devices, anything that are unassigned, it kind of goes under uh IT. Speaker 3 00:40:12 Okay. Yeah. Speaker 1 00:40:17 And I'm I got a new report from Verizon that I need to upload. A. Speaker 2 00:40:26 New report with me. Speaker 1 00:40:29 Sometimes, we'll get a new report from Verizon where they've updated the names on all the accounts. Speaker 2 00:40:34 Oh, okay. Yeah, yeah. The Verizon invoice is always a lot. Yeah, twenty front pages too. It just it's crazy like like we've been trying to like figure out what exactly is on there. And it was just hard to hard to break it out. Yes. Speaker 3 00:43:05 Am I missing anything here? What the. Oh, it's just career. Speaker 3 00:45:16 Something's wrong. Something's off. If. Speaker 1 00:45:25 It's off, in my experience, it's because I mistyped or got dyslexic with a decimal point. Yeah, Speaker 2 00:45:33 But I don't know which one is that's my. Speaker 3 00:45:37 That's my problem. Speaker 3 00:46:10 What are you doing? Are you trying to get my chicken? Did not just do that. Oh my god. Speaker 3 00:47:55 Yeah, no, it doesn't add up. What's going on? Am I missing something? One, two, three. Eighteen. Speaker 3 00:51:03 Okay. I think we're done. Okay. This. Speaker 2 00:51:09 One. Yeah, So I think what's left now and the only one that requires an allocation is Blue Wave, and Blue Wave is pretty straightforward. Blue Wave, You just look at like the second page;. It tells you which center and how much it is for each center. Okay. And then if you could just do that part. Okay. Yeah, and um, yeah. Try to okay, so try to find the receipt I guess for everything we have here. If not, Um let me know which ones we're missing, and then we can like, you know, postpone it to next month's, okay or when or till whenever we can't we find, you know, we have the receipt and can resubmit it at that time. Okay. Speaker 2 00:51:57 But Dropbox and like Constant, Contact and all the subscriptions should be in the email that I sent. Ah, in the password that I sent you. But Google, Google is the one that I don't have the password to, and I've been using like a missing uh receipt statement as a replacement. So I have we have not been able to get access to that. I I I think Flores or Frank is using it, but I don't think they have like a login either. They've just been like, you know, signed in at their device. So, I don't I don't know if they know what the passwords and stuff is. Got you. Speaker 3 00:52:42 Okay. Yeah so. Speaker 2 00:52:45 This is This is really just it so if you, I'm available tomorrow morning, so if you you know, run into anything. Um or anytime tomorrow, Just like send me a chat, and then I should be able to hop on it. Speaker 3 00:53:05 Not a problem. Um. Speaker 3 00:53:20 I was gonna ask something and it just totally slipped on my. Speaker 2 00:53:27 Oh, you canum, send me Teams anytime you remember. I'll I'll check my Teams pretty often so. Speaker 1 00:53:35 Okay. Perfect. Thank you. Speaker 2 00:53:39 All right, thank you, Thank I know it's like it's a lot of work, but no, maybe there are some other capabilities that AI can help us with this. Yeah. Like, you know, with them grabbing all theum. uh. the invoices for you. I don't know how it works, butum. Speaker 1 00:53:57 Me seeing this the way you did it, just now puts a lot better perspective on the allocation. Um- hm. And I think. I think this should help you out and less work for you. My hope is. Speaker 2 00:54:11 Yes, it definitely does. Speaker 1 00:54:13 Alright good. All right, Let me let me give it a try with the rest of everything and I'll get that submitted over to you before you get up in the morning. Sorry, I'm about to hiccup, sneeze and cough at the same time. It did not feel good. Um, but let me let me work on the rest of it. And then uh, let me know what I screw up tomorrow. Okay, I'm gonna try not to but if I do just let me know. Speaker 3 00:54:38 Okay sounds. Speaker 1 00:54:39 Good thank you awesome thank you bye Bye. Speaker 3 00:54:45 Yeah.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=741f07a8-8119-4231-bc44-711e56865efe&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NjUwODI2MSJ9.CgoKBHNuaWQSAjY0EgsI8sOJ2cmKvD8QBRoMMy4yMTQuMjE2LjIzKixsOWo2Y1YxTTVlaStCZ1BiVzV4TkQxbnpiRTBML2RVaWF3YnVKOFpIc3lJPTCaATgBQhCiMGJqGAAAAAvHFKec091gShBoYXNoZWRwcm9vZnRva2VuUhJbImttc2kiLCJkdmNfY21wIl1qJDAwOGJmNDM5LWRiY2ItNjM2Ny03ZjY2LTEwODVmZjFkZmNmOHIpMGguZnxtZW1iZXJzaGlwfDEwMDMyMDAxODkzOGZjMmFAbGl2ZS5jb216ATKCARIJB09xjnFWgUARu4YhbYv1An-SAQdDaHJpc3RpmgEFQnJvd26iARVjaHJpc3RpQGNyaW1zb25pdC5jb22qARAxMDAzMjAwMTg5MzhGQzJBsgEtbXlmaWxlcy53cml0ZSBhbGxmaWxlcy53cml0ZSBhbGxwcm9maWxlcy5yZWFkyAEB.OTtmVyo9NJRBNl9izvtgy5p2yHpdgSm5iWpLxvz7q80&ApiVersion=2.0	Processed▾	Attach Zoom receipts including Len Egger/Legal info and classify charge under HR/Legal with business purpose Thea Luck settlementClass Netflix, Disney, and Peacock under Lauren Selfrank and route Network Solutions website charges to MarketingObtain Amazon receipts via Michelle's admin access and separate Possibilities program items purchased by Jessica+10	✓	Client Work▾	—	covered by 895345 (0.70h, ticket 963987, Ability First, CIO(14), 17:05-17:47 PDT 8/11) - 'Amazon receipt reconciliation with Michuan Fleming'. Client verified from content: Michuan Fleming (Plaud renders as 'Michelle') + Susanna Deng + Christi's AbilityFirst Concur account. No new entry. 8/11 also already at 12.61h, over the 12h cap. Transcript routed to Ability First/Meeting Transcripts/. Reviewed 2026-08-18 EOD sweep.	FLAGGED 2026-08-12 sweep - Christi's own Concur expense report cleanup with Susanna (~5:35 PM 8/11, not on calendar). AbilityFirst referenced 4x and Susanna sends to the AF account, but this is Christi's own expense admin rather than client IT work. Log to AF vCIO (449), Crimson admin, or not at all? Needs her call.	2 - Internal Operations\Meeting Recordings & Transcripts\Meeting Transcript - 08-11 Meeting Concur Expense Report Cleanup, Missing Receipts Access, Amazon,Program Allocations, Department,Class Charging, Itemization Workflow, Concur Billing via Salesforce, Scheduling Support.txt	—	✓
05-26 Weekly Meeting: Firewall Shipments, Migrations (ITGlue→Hudu, Gmail→Microsoft), AutoElevate, VoIP, and Project Scheduling	## Meeting Information > Date: 2026-05-26 10:30:23 > Location: [Insert Location] > Participants: [Speaker 1] [Speaker 3] [Speaker 4] [Speaker 7] [Speaker 9] [Pete] [Seg] [Olivia] [Christi] [Vlad] ## Meeting Notes - Topic Title: Project 2612 – Firewall MX105 Shipment and Configuration (San Diego) - Description: - Olivia reported MX105 scheduled to ship on 2026-05-26; tracking pending from Cisco. - Pete asked Maggie to confirm shipment on 2026-05-27. - Plan: remote configuration; onsite setup by Ryan with support from Gabby or Kevin. - Pete emphasized scheduling with customer and pro services to avoid last-minute bookings. - Switch is already set up onsite. - Conclusion: - Await shipment confirmation and schedule installation with customer. - Topic Title: Project 2614 – ITGlue to Hudu Migration Finalization - Description: - Team expects client migrations done by 2026-05-29; revoke ITGlue access on 2026-06-01. - Key checks: global admin changes and key passwords; password rotation is challenging. - Pete requested full export/backup from ITGlue if possible; ensure secure storage and security team awareness. - Conclusion: - Proceed with final checks and secure export before revoking access on 2026-06-01. - Topic Title: Signal Partners Onboarding - Description: - Olivia suggested placing on hold pending Pete; to discuss in 1:1. - Conclusion: - On hold pending guidance from Pete. - Topic Title: AutoElevate Rollout and Rippling/JumpCloud Solution - Description: - Rules still being rolled out. - Sean working with John on Rippling/JumpCloud solution; update expected next week. - Topic Title: SHARP – Managed IT Agreement and Microsoft Migration - Description: - MFA enabled; security tools turnover started earlier due to app rollout issues. - Current managed IT project can be closed; roadmap milestone reached. - Next: plan migration to Microsoft; Christi to align with Pete on scope. - Conclusion: - Close current SHARP project; begin Microsoft migration planning. - Topic Title: SHARP – Computer Upgrades Status - Description: - Robert behind due to ADT badging system issues; worked Saturday to catch up. - Completion target remains September 2026. - Laptops being processed and leaving storage. - Topic Title: Ability First – Camp Cabling and AP Replacements - Description: - Christi to pick up equipment on 2026-05-27; onsite at camp on 2026-05-28. - Internet down during 2026-05-28; limited connectivity; cherry picker pickup on 2026-06-01. - Replace APs not covered by ComDirect; completion by 2026-05-30. - Conclusion: - Cabling/AP work to be completed by 2026-05-30; equipment logistics confirmed. - Topic Title: CodSense – AI Assessment and Implementation - Description: - Training completed; advancing to more complex work. - Staff feedback received; final AI usage policy in progress. - Slightly ahead of schedule. - Topic Title: DTLA – Cloud Team Setup - Description: - Kickoff meeting moved to week of 2026-06-01 due to Susanna’s absence. - On target schedule. - Topic Title: Anderson – Cloud Team Setup - Description: - Waiting on feedback; pending two items. - Andrew to provide wishlist; meeting to be scheduled after receipt. - Topic Title: Alias – Microsoft 365 Copilot Rollout - Description: - Project started around 2026-05-22; project plan being added to ConnectWise on 2026-05-26. - Gabby to receive task lists; target completion within four weeks (by 2026-06-23). - Topic Title: Blue Wave Phones for Ability First and Provider Shift - Description: - Remaining Blue Wave sites possibly one or two; Olivia to verify with Caleb. - Christi noted shift away from Comm-Direct; Crimson to handle phones and cabling. - Need new VoIP provider; topic prioritized. - Topic Title: Avalon – AI Project Onboarding - Description: - Awaiting invoice payment; will begin project post-payment. - Training plan: 2-hour setup and user training; Gabby to be scheduled. - Topic Title: ConnectWise Project Updates and Onboarding - Description: - Julia managing project plans; Paula onboarding nearly complete. - Plan for Paula to run next week’s meeting and begin independent project updates. - Pete requested Julia to assign select projects to Paula for next week. - Topic Title: Project 2639 – Initiative Managed IT (Gmail to Microsoft Migration) - Description: - Two users opting out of Gmail migration; three users migrated; 2–3 users left. - Some users being offboarded; Patrick returns 2026-05-28 to continue. - First invoice paid. - Topic Title: Project 2679 – Mayberry Quarter IT Security Assessment - Description: - Currently on hold. - Topic Title: Project 2690 – Foothill IT Infrastructure and Security Assessment - Description: - Onsite requested; tentative for 2026-05-29 due to Chris out until 2026-05-28. - Questionnaire not yet received; Seg to follow up. - Topic Title: Project 2691 – Undersong HQ Firewall Replacement - Description: - Firewall ETA 2026-05-28; will schedule time with Gabby or Kevin after delivery. - Topic Title: Project 2700 – Lock Procrustes Cash: 23 Computers - Description: - Down payment received; hardware ordered; EPA (estimated arrival) TBD; hoping for update on 2026-05-26. - Topic Title: Maverick – Domain Migration - Description: - VPN change completed 2026-05-25. - Domain cutover planned for 2026-05-29 through weekend. - Seg reviewing billable time entries. - Topic Title: HANA East – Internal Audit - Description: - Waiting for comments from Victoria; no updates yet. - Topic Title: Huntress Migration - Description: - Only Cottonwood remains on Sophos; awaiting AutoElevate dependency for Cottonwood. - Miguel on PTO. - Topic Title: Belgrade Camera Switch – Auto-Config - Description: - Power cord arriving 2026-05-26; need to schedule Kevin or Gabby for switch configuration. - Onsite installation required in Billings, Montana; third-party installer needed; verify SOW coverage. - Topic Title: Project 2696 – Winegard Wireless AP Replacement - Description: - Awaiting updated quote from CWD for new switch model. - Topic Title: Arc Capital – Firewall, Switch, and APs - Description: - Down payment check sent 2026-05-21; tracking indicates out for delivery on 2026-05-26. - Pete emphasized communicating hardware lead times; option to source faster with markup. - Team noted Marquis-type gear often has ~90-day lead times; piecemeal installs possible. - Topic Title: Project 2651 – Barker Quad Gate-Over Unity Migration - Description: - Quote received with methodology and labor costs; forwarded to Vince. - Waiting for Kara (property manager) approval. - Topic Title: Scheduling – Maverick Internal Meeting - Description: - 11:00 internal meeting noted; Seg may move to afternoon. - Topic Title: Project Angel Food 2533 – Server Migration - Description: - George to pick up server on next onsite; schedule confusion due to PTO. - Option to close project and use service ticket if delaying to June 2026. - Topic Title: Interim 2317 – Compliance Setup and Cloud PCs - Description: - Two developers completed; two pending (one today, one by 2026-05-29). - Next: review CA conditional access policy with Security (Sean) and decide pilot/full rollout. - Topic Title: Wayfinder 2598 – SharePoint Cleanup - Description: - Waiting for client final sign-off; follow-up ping to be sent. - Topic Title: HANA 2629 – XTRF Upgrade Cutover - Description: - Cutover scheduled for 2026-05-31. - Topic Title: New Discovery Projects and Pipeline - Description: - Jason’s new discovery for “Jeff Falcon / EAG” not yet signed; will add upon signature. - WCC Tech Group inquiry: firewall, switches, APs, endpoints, cameras, signs; Pete to consult Vlad and Anzor. - JLL Habitat proposal submitted; in review; Western Asset Plaza closed. - History Museum phase two: need proactive follow-up; Paula to be included. - Topic Title: CBRE Fagan Seventh Property Sale to Athena Property Management - Description: - Interest in Crimson managing network at Fagan Seventh; Anzor reportedly contacted. - Jason to ping Anzor and copy Pete for status. ## Next Arrangements - [ ] Maggie to confirm MX105 shipment status on 2026-05-27 (Project 2612) - [ ] Schedule customer installation and pro services calendar for MX105 after shipment confirmation (Project 2612) - [ ] Perform ITGlue export/backup (if feasible), store securely, and notify security team before 2026-06-01 (Project 2614) - [ ] Confirm Signal Partners onboarding status after Pete’s 1:1 - [ ] Provide update on AutoElevate and Rippling/JumpCloud solution next week - [ ] Close SHARP managed IT project; start Microsoft migration planning with Pete - [ ] Pick up Ability First equipment on 2026-05-27; complete AP replacements by 2026-05-30 - [ ] Send Alias Copilot task list to Gabby and finalize ConnectWise plan on 2026-05-26 - [ ] Olivia to verify Blue Wave phones remaining sites with Caleb; assess scope for project tracking - [ ] Identify and engage new VoIP provider for Ability First - [ ] Schedule 2-hour cloud setup training slot for Avalon with Gabby post-payment - [ ] Assign selected projects to Paula and have her run the meeting on week of 2026-06-01 - [ ] Continue Initiative Gmail migration when Patrick returns on 2026-05-28 - [ ] Confirm Foothill onsite for 2026-05-29 and chase outstanding questionnaire - [ ] Schedule Undersong firewall configuration post-delivery on 2026-05-28 - [ ] Obtain EPA update for Lock Procrustes computers; communicate timelines - [ ] Proceed with Maverick domain cutover on 2026-05-29 and track billable entries - [ ] Follow up with Victoria on HANA East audit comments - [ ] Arrange third-party installer in Billings, MT for Belgrade switch; verify SOW coverage - [ ] Obtain updated CWD quote for Winegard switch model - [ ] Communicate lead times to Arc Capital; consider piecemeal installation and expedited sourcing option - [ ] Await Kara’s approval for Barker; proceed upon consent - [ ] Decide whether to close Angel Food 2533 and move to service ticket if delayed to June - [ ] Consult Security (Sean) on conditional access rollout plan for Interim - [ ] Request final sign-off from Wayfinder for SharePoint cleanup - [ ] Execute HANA XTRF cutover on 2026-05-31 - [ ] Vlad/Pete to align on WCC Tech Group request; then consult Anzor - [ ] Follow up with JLL on Habitat proposal status - [ ] Proactively engage History Museum on phase two; include Paula - [ ] Jason to ping Anzor re: Athena Property Management interest for Fagan Seventh - [ ] [Insert more] ## AI Suggestions > AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. ITGlue export feasibility and secure storage location are undecided; define process owner, method, and storage controls before 2026-06-01. > 2. Ability First’s move away from Comm-Direct requires a consolidated plan for phone systems, cabling, and provider selection; assign ownership and timeline. > 3. Belgrade installation in Billings, MT needs third-party coverage confirmation in SOW/quote and vetted vendor selection. > 4. Arc Capital hardware lead times and expedited sourcing policy need standardized customer communication templates across all quotes. > 5. History Museum phase two lacks timeline and scope; set a follow-up cadence and designate a lead, ensuring Paula’s involvement.	May 26, 2026	Speaker 1 00:00:05 Good morning. Happy Tuesday. Morning everybody. Speaker 2 00:00:14 We're already 20% of the way through the week. Right, everybody should be happy. Speaker 3 00:00:21 We are very happy, I said, happy too. Speaker 4 00:00:27 I will be happy as soon as my webcam gets here. Speaker 1 00:00:36 Is Ollie joining us today? I think she's missing. Speaker 5 00:00:50 Yes, she is. She's here. Oh, oh, you're in there. Okay, let's start. Oh, Miguel is currently on PTO so he'll not be joining us. All right, morning everybody. Welcome to week 22 of our QWalk meeting. Let's start this meeting with Olivia's projects, starting with project 2612, the first CD homes for the firewall MX 105. Speaker 6 00:01:21 So this one is set to deliver and actually be sent out today. Whether it gets there today gets there sometime soon is another. Topic of conversation, but according to uh it's still set to to ship out today, not to be delivered. Sorry. Oh okay. Yeah yeah yeah yeah. Speaker 2 00:01:45 So can can Maggie call tomorrow and find out if it actually shipped? Or do we have a way to find out like tomorrow if it actually shipped out today? Speaker 6 00:01:54 Yeah I'llum I'll ask Maggie to give them a call tomorrow. She said that uh. Speaker 6 00:02:02 Yeah, she's still waiting for like for Cisco to give them a tracking number. Speaker 1 00:02:07 Okay. Yeah. Speaker 2 00:02:10 And have we checked with uh Gabby's on the call here? Gabby, What do we haveum anything scheduled for? Like are we going to pre configure this? And then is Ryan going to do the work or you or Kevin planning to actually go down to San Diego to do this? Or what's this? What's the plan there? Because that's this is a. This is a big circuit, right? Isn't this like a five gig circuit or something? Speaker 6 00:02:37 I was thinking just doingum the actual configuration remotely, and then having Ryan do all the setup with either Gabby or Kevin. I think actually Kevin's been the one that's been working for Ryan. Speaker 7 00:02:52 Correct me if I'm wrong, Gabby. Uh, I believe so. I was kind of involved too, but either one of us is fine. Speaker 2 00:03:01 Okay. We should we should uh I guess Olivia once we actually confirm that it's been shipped, We should make sure that somebody has something on the calendar scheduled. So that with the customer once we get that going and I've been working with Jason a lot to to try to say, let's make sure that. The pro services team is getting schedules on their calendar to have things planned as opposed to kind of seat of the pants last minute, getting things on the calendar, so that we have because their work is starting to their calendars are filling up a lot. So I want to try to get things in on the plan as soon as we can. So I really hope this thing ships today. I know you do. I know you do too. Okay. Speaker 2 00:03:56 And the switch is already down there somewhere, right? That didn't get lost. Speaker 6 00:04:00 Switch has already been set up and everything, Speaker 1 00:04:02 So that's already been completed. Okay, Speaker 5 00:04:10 And now let's move on to project two, six one four. It is for the I T G two Hudo migration. Speaker 6 00:04:17 So this one we're in our final stretch. Um I checked in with everyone everyone says that they're, They're good to be completed with their clients by Friday, soum I'm hoping that we have everything completed by Friday. We're going to revoke access on Monday, um which I believe is the first. And then yeah. Speaker 2 00:04:45 How Do we double check that Olivia just to like compare or something? Do we, Because people aren't just going to like arbitrarily copy passwords, are they? They're doing some level of because the password verification was the big thing we wanted to make sure was accurate, right? Speaker 6 00:05:05 Yeah. Soum earlier I've just been like double checking. I'm gonna before I revoke access, I'm gonna be looking through like making sure global admins are all switched over. Like our very our key passwords. Speaker 6 00:05:24 Actually making sure that passwords are being rotated is a little bit more difficult. Um. Speaker 2 00:05:32 Okay, we can talk about it in our one to one today, But I just I just want to make sure that we've got. You know, we're and we talked about, you know, doing a full export of what's an ITG and all that kind of stuff. And if we need help from anybody from Chris or anybody to make sure that we've got a full. "Quote unquote backup or something that we can recover should we need it. Or better yet, if there's any way to query the data, even if it's you know a challenge, a comma delimited file or some weird thing like that. If it's something that's readable in some way shape or form. I don't know if they encrypt the password data and stuff. If that's the case then that might be challenging but." Speaker 2 00:06:20 We don't want, but but the important thing is if we export this, we need to absolutely make sure that that file is in a safe place. Right. Because that cannot sit somewhere that some hacker can go. Hey, guess what? I just got access to all of Crimson's clients password data because it's sitting in a and a comma delimited file somewhere in some unencrypted format someplace. So. Let's just make sure that our security team knows where that is. And we've got it. Someplace that's safe. Please. Okay, all right. Thank you. Speaker 1 00:06:60 Okay, all right? How about the onboarding of signal partners? Um. Speaker 6 00:07:08 I'm gonna should I put this one on hold I think we're still waiting for Pete I'll talk to him about it at my one- on- one. Okay? Speaker 5 00:07:18 And then auto elevate implementation. Speaker 6 00:07:21 Um, and then auto elevate, um, we're still rolling out some rules. And then I have Sean working with uh John onum rippling slash jump cloud. He thinks that he found a solution, but he's been uh a little busy. So I haven't wrapped back around to it. So we should have more updates here next week. Speaker 5 00:07:49 Alright, and then let's move on to Christie's project. So about SHARP for their managed IT agreement. Speaker 8 00:07:57 So we have MFA enabled. We already have a start on getting all the security tools turned over. We're just going to go ahead and do it earlier than rather than later. Speaker 8 00:08:12 Rather than waiting on contracts in just because we've been having some issues with certain different applications and getting it rolled out. So, we're just going to go ahead and bite the bullet and do it now rather than wait. I would say this portion, this project itself probably can go ahead and get closed out, just because we never had an end date on it. And uh just say it's done because we are we are at the location on our roadmap that we planned on being at. So we're we're actually pretty good there. Um our next thing we're going to start slowly working on is the migration to Microsoft. And uh, that's something I'll need to sit down with Pete and double check some things on cause. Um yeah, if that one's going to be a little bit big. Speaker 4 00:08:59 So uh, so yeah. Speaker 1 00:09:04 Okay, how about their computer upgrades? Speaker 8 00:09:07 So Robert's been running a little bit behind on that just because there's been a lot going on. Adt taking down the badging system and not being able to import in users for the last two weeks has just kind of been a little bit of a headache. However, He came in on Saturday to make up some time and worked through some machines. So I'm going to check with him and see how far he got on those. But we're still planning on being done by September. Speaker 1 00:09:41 I know laptops are. Speaker 8 00:09:44 Never mind. I was going to say, I know laptops have been disappearing slowly from my office, so I do know it's going. They're stored in my office. Um, ability first cabling infrastructure for camp. Um, I am taking I'm going to stop and get the equipment tomorrow afternoon Gabby. Um, So I'm gonna I have to go to sharp in the morning, and then after lunch I'll come down or go up and pick them all up from you guys. Um, so that's going to be happening tomorrow. I'm driving up to camp on Thursday. I will be out of pocket all day because one there's no cell phone signal for AT and T. Speaker 8 00:10:25 And two, we're taking down the internet on Thursday. So, if you guys can't get a hold of me, that is why. So just a quick heads up. And, we're going to be replacing all of the APs that ComDirect is not replacing. Basically they're installing all the new stuff. I am going around and replacing all the ones that is not included on their sheet, which is already existing. So we should have that completed. I believe the rental company is coming to pick up the cherry picker on next Monday, so everything has to be completed by Saturday in accordance with ComDirect. Everything is going right now. Speaker 2 00:11:06 So Chris, Are you saying that the entire cabling project is going to be done next week? Speaker 4 00:11:13 Yes, by Saturday of this coming week. Speaker 2 00:11:17 Okay, I thought it was a more of an extended project. I thought there was more to it than that. But if it's all going to be done by the end of the week, that's great. Speaker 8 00:11:25 Yeah, I'm sending over the final AP layout right now and ComDirect is expected on site by lunchtime. Speaker 1 00:11:33 Fantastic. Yes. Speaker 5 00:11:37 All right, how about CodSense AI assessment and implementation? Speaker 8 00:11:42 So we finished their training last week. We're going to start working on some advanced stuff with them over the next week or so. Um, we have gotten feedback from staff, um, and then we're working on the final version of their AI usage policy. And we are on track and slightly. Speaker 1 00:12:00 Ahead of schedule on that one. And then. Speaker 5 00:12:09 DTLA's cloud team set up? Speaker 8 00:12:12 So we have our kickoff meeting. It's either this week or next week. Let me double check, but it is coming up. So we are going to be sitting down with the team, working through everything and getting exactly what they want and mapping it out. I believe we had to move it to next week because Susanna was out of the office this week, but we have everything going on that one. Everything is looking good. We're not ahead of schedule, but we're right on target. Speaker 5 00:12:44 And then Anderson's cloud team set up as well. Speaker 8 00:12:48 Um, I am waiting on feedback from them. I'm pending two items. Uh, I emailed them about it twice again last week. Um, Andrew is supposed to be getting over their wish list. Andum once I get all of that information back, we're gonna, we're gonna be able to set up the meeting and drive everything to where it needs to go. Speaker 5 00:13:09 And then Alias Microsoft 365 Copilot. Speaker 8 00:13:13 So we have started that project as of last week. So as of last, I think was it Thursday, we had the meeting. I am working on getting the project plan in place on ConnectWise. And as soon as I get the project plan into ConnectWise, Gabby, that's going to be later this afternoon. I have it slaved on my calendar to work on Gabby. I'll be sending over some task lists for you to work on within Microsoft. And we'll be. S lated to get that doneum. Speaker 1 00:13:45 Within the next four weeks. So. Speaker 4 00:13:49 It's not really much I can give you on that one. I feel like we're missing a project for me week. Oh, Carney has been definitely moved to mid uh to June 22 n d. By the way. Speaker 4 00:14:09 I think I know that. Speaker 2 00:14:10 Before we finish, before we finish yours with Olivia and you on the call, Do we want? Should we have a project for the Blue Wave phones for Ability First? Or is that something that we've because I sent Olivia a note that since you know, since my call, I mentioned it to you and. Speaker 2 00:14:38 Obviously, you know, but Olivia has been pretty busy the last couple of weeks. I sent it out to her that maybe we can get some traction on this later this week or next. But is that something we need a project around or is that and Olivia, maybe you know, but how how much is left to do on that? What, how big is the scope on this? And do we need an actual project to formalize that? Or what what was what do we need on that one? Speaker 1 00:15:05 I think that we only have. Speaker 6 00:15:09 Like One or two sites left. Um, and that was in April, so I have to I'll check in on it. Um, with Caleb it might it might be completed already. Um Yes, Speaker 2 00:15:23 Maybe uh, so okay. So and we can talk about it on our one to one. But if there's still like a big enough scope, we may want to do a project just to get tracking around it. So we make sure we got progress if it's small, if it's small, there's not much left to do. Maybe we just knock it out. Butum. Um, I do want to make sure that uh that we get that one. I figured I'd just bring it up. Speaker 8 00:15:44 Just a heads up for both of you because something changed on Friday after my and Michelle's conversation. Um, we're moving away from Comm- Direct. So when we have Blue Wave tied down, Um Blue Wave is part of C omm- D ire ct. So we're moving all services off of C omm- D ire ct from from Ability First to us. Um, which means we're going to be handling their phones, level to cabling, all of that. Um, So it's now becoming a bigger issue Olivia for you because I know you weren't part of those conversations. Uh just because we need to we need to know what what's out there. And get it all tied up. Speaker 1 00:16:24 You're with Isis right? Yes. Speaker 6 00:16:27 And did you get? Uh well, I'll I'llum I'll link up with you afterwards. Yeah. Speaker 8 00:16:33 And Pete, uh, Miss Shawn just called to remind me about that this morning. So I got to start working on finding a. Speaker 4 00:16:39 New VoIP provider. Um, Speaker 1 00:16:42 Let's keep that topic top of mind. Thank you. You're welcome. All right. Um, you're muted. You're muted sir. Speaker 8 00:16:59 So real quickly, uh, there's one more project missing from my list. Uh, Avalon? Speaker 1 00:17:10 Yes, Avalon. Okay. Yeah. Let me get that on the. I have a lot of AI projects. Speaker 8 00:17:21 Thank you. Poor Julia Julia does not want that project. She wants me to have that project. Speaker 5 00:17:31 Yeah, So for okay. This one we're we're still waiting for the invoice, I guess. Speaker 8 00:17:37 Yes, as soon as it's yes, as soon as it's paid. I already reached out to Vance gave him a heads up. Uh Jason could I steal the amazing Gabby and teach her how to do cloud setups? Speaker 9 00:17:49 Sure. Uh Gabby what do you think? We need to develop this. Uh, we need to develop this on our team because it sounds like it's. You know, we're moving towards Crimson AI. So, how much time do you think you'll need for something like this? This is like a half hour or hour or two hours? Speaker 8 00:18:07 Two hours max as far as just the setup and getting everything in place and the rest of it is just training people on how to use it. And making sure Microsoft is set up properly. Speaker 9 00:18:19 Okay, when are you thinking about doing this? Speaker 8 00:18:21 Uh, when they pay their invoices is when I'll start working on the project. Not before. Pete has given me. Speaker 4 00:18:27 Very specific orders on that one. Speaker 9 00:18:30 Got it. Yeah, so I would say just work with Gabby on uh fitting into a slot, a two hour slot. Okay, perfect. When you know we get to that point. Okay. That's exciting, I like it. Speaker 3 00:18:47 Yeah Christyum I've been keeping an eye on the projects and Connectwise. Do you need help with the. Project plans updated in ConnectWise? Speaker 8 00:18:58 Not not right now. I just need about two more hours a day for the next couple days just to get things caught up. I decided to sleep in my hammock on my porch this weekend instead of working. It was very comfortable. Speaker 3 00:19:15 Just let us know. I will. It's going to be good uh training exercise for Paula with that one. Speaker 4 00:19:21 I'll pull her in when I start working on the Leo one. Speaker 5 00:19:26 Alright, let's move on to project 2639. This is for initiative for your managed IT agreement. So we're still doing Gmail migration for this one. Some of the users don't want their Gmail to be migrated to their Microsoft account. So we have two users for that, We're already done with three users. And then some of the users are being offboarded. So that's. I think we only have two or three users left, and Patrick is out until Thursday. So so we're gonna continue once he's back, and then their first invoice has been paid already. Next is project two six, seven, nine is for the Mayberry quarter IT security assessment. This still currently on hold. And then next s. Project, two, six nine, zero. It is from. Speaker 5 00:20:24 Foothill for their IT infrastructure and security assessment. So this one we requested if we can have like an onsite visit last week, But Chris told us that if we can have it on May 29 because he is currently out of the country until 28. And then we haven't received the questionnaire. From Macy's or Chris yet. So I'm gonna um reach out to them for that one. And the next is project 2 69. Okay, this is for undersong for the HQ firewall replacement. So this one ETA of the firewall is on Thursday. So once we have this delivered, I will also get some time for from Gabby or Kevin. All right. Speaker 5 00:21:19 And then next is project twenty seven hundred is for lock procrustes cash for their twenty three computers. So they have already paid the down payment. We have already ordered the hardwares. Epa is still tbd. Hopefully, we can have the E P A today, and then next is maverick for their domain migration. So with the DPN change last night. And doing the domain cut over this Friday to weekend, so I'm currently busy um checking all the billable time entries uh today. And then for um project for the HANA East internal audit, uh we're still waiting for some comments from Victoria in this one. So as of today we haven't heard anything from her. Speaker 5 00:22:17 And then migration to Huntress, I think only Cottonwood is still in Sophos. So I think we're still waiting for auto-alleviate on this one for Cottonwood. And then Miguel is currently out, so let me check. Let me tell you guys his update for A uto - C on fig here for the camera switch for Belgrade. Two remaining accessory, the power cord will arrive today. So once that it once that is delivered, we need to schedule Kevin or Cobby, um, this week for the configuration of the switch. Speaker 7 00:22:57 And so I just wanted to add on thatum. So since they're in Montana, I told Miguel thisum we need to like get like a third party to help usum and. Um, Install the switch on site, and we or me or Kevin can't configure it remotely. So I don't think he was aware of that, but I told him on Friday, I think. Speaker 2 00:23:23 Are they actually in Montana or is that just the name? I thought that was just the name of their location. I didn't think they were actually. Speaker 7 00:23:31 Think Billings is the city. Speaker 3 00:23:39 Yeah, they have two sites that are out of California. Speaker 7 00:23:45 Yeah, it's a study in Montana and that's where the location is. Speaker 1 00:23:54 So is the third party. Speaker 5 00:23:56 Installation added in yeah, Is the third party installation added in this code or in the code that they haveum signed? We. Speaker 1 00:24:08 Need to check on that. Speaker 6 00:24:18 I Always think about Comic- Con is there, um, they sometimes say Nebraska even though it's in L. A. That's the one that confuses people. I always think it's. Speaker 2 00:24:28 Oh, that's the one. Yeah, I knew there was a state one that actually wasn't out of the states. Yes. Speaker 5 00:24:38 Next is project two six, nine six is for Winegard order wireless access point replacement. So this one, we're still waiting for the updated quote from CWD for the new switch model and then another project for the firewall switch and access points for Arc Capital. So down payment has not. Been paid yet, but as per Quincy from his email, Um just a while ago, they have sent the check overnight last twenty first and I checked. They uh they gave us the tracking number, so it's already out for delivery today. Right and then next is project two, six, five, one is for Barker for the quad decode decode Abby. Speaker 2 00:25:31 Real real quick question on the arc. Or, is that do we know if those are backordered if that's backordered equipment like all the other Marquis stuff? Or are we going to be waiting for six months for this junk? Speaker 5 00:25:47 Um this one I think we haven't ordered anything yet. Speaker 2 00:25:52 No. But do we know if the lead times are going to be? Oh oh, yeah, 90120180 days like everything else. I guess I want to make sure we've set customer expectations. We should probably make sure that when we're ordering anything or when we're placing quotes, that we're setting customer expectations based on existing lead times. So can can we let our teams know that for for quotes going forward, we should let customers know if lead times are way way out, that these parts you know these. Speaker 2 00:26:30 These projects may be four six months out, if if that's what our lead times are. Speaker 3 00:26:35 Yes, it actually is and and Maggie Maggie told Vincent so maybe Vincent informed them. The estimated lead times were ninety. Speaker 2 00:26:46 And yeah, I just want to make sure. And maybe this equipment isn't. But if it is, we just need to make sure that front or tell, okay. Speaker 3 00:26:53 Yeah, it is and Maggie told Vincent. So, um, maybe Vincent informed them that's estimated lead time. But we we have to double check. Yeah. Speaker 7 00:27:04 Okay. Yeah, I just want to add thatum since for each device, it has different lead times, I told Vince that we can do piecemeal, like whatever arrives. First, we can install it. And then just wait for the other hardware to arrive and then schedule to install it. So that way you don't have ARC waiting on it too long. Sure. Okay. Speaker 5 00:27:24 Oh, I remember this one because I've sent the initial email to Quincy. Yeah, I sent the lead times to them as part of that initial email. Speaker 2 00:27:35 Okay. Just as a general guideline though for all projects, Let's make sure that for all quotes going forward. And this is for Jason and Paul, I guess it's for everybody on the call, for everybody that is doing a quote especially for hardware. We've got huge lead times on most of this network gear, So let's make sure that's communicated to setting expectations with our customers is going to be a big deal. And if we if they want to pay extra, We can make that offer that we can go to the market and potentially find some of this gear. And get it sooner. But there would be a markup. So if they want us to do that, We can go and search for it, and you can make that offer doesn't mean we can necessarily get it. Speaker 2 00:28:22 But if it's something they say, hey, I want to try to do this sooner. Can you do it? Can you do it for more and get it faster? We can start to do that option because we have, you know, we have a couple options there. So give them that option if they want to do it. Okay. Speaker 5 00:28:41 Um next is project 2651 is for Barker for the quad gate over Gabby. Speaker 7 00:28:48 Uh we did get the quote, U m methodology IT with the labor costum for them having to help usum uh trying to come migrating over the unified devices. Um I forward that to Vince and Vince says he was going to reach out to Kara, the property manager, to see if she's okay with that. And so far we haven't heard a response back from her. So that's where we're at right now. Speaker 2 00:29:18 So are we having our, Are we having our maverick meeting or are we canceling that? Speaker 5 00:29:23 Oh, we have 11:00 a. m. That's the internal one. Speaker 2 00:29:28 Do we need to have, are we having the internal one or no? Speaker 5 00:29:31 Um, I think I canum move that this afternoon. Speaker 2 00:29:37 Yeah, you can probably do that. Okay. Speaker 5 00:29:40 Yeah. Let me justum send a message to them real quick. Okay. Speaker 1 00:29:51 I can take over my projects in the meantime. Speaker 3 00:29:53 Project Angel Food 2533 migration. George is scheduled to pick up server on his next onsite visit. I checked his schedule, he's actually going to Intertem tomorrow, although he told me that last Wednesday of the month he's going to Pabst, Speaker 1 00:30:16 Maybe it's maybe it got switched. Next. Speaker 6 00:30:21 Next month. He switches. He does Interim one month and then he does Project Angel Fit the next month. And he's on PTO this week too, so Yeah. Speaker 3 00:30:30 That's okay. I checked with him, I think he got confused when he told me. Well, you know what? It's June It's June Um, so I think if we don't want to keep this project open until June, we can just close it and open the service ticket, Unless somebody else goes on site to fix it. So, just as an update. Project 2317, interim compliance setup and cloud PCs. Thank you to amazing Gabby. We completed two developers, their cloud PCs, they reported everything is working for them. Speaker 3 00:31:15 So we have two more painting developers. One is scheduled, one is done. We will be doing today and another one scheduled for Friday or earlier. So next step, Hopefully, we will be reviewing the California conditional access policy with Sean and turning it on for all users or we're doing a pilot. So Jason, Gabby, we should, Maybe discuss that too, or should I just discuss. Speaker 1 00:31:48 This with Sean? Speaker 9 00:31:53 Yeah, I, if you have a standard, and this is something we need to implement the conditional access policies. I think we I mean, this is a definitely a Sean Sean question. That's my my opinion. Gabby any thoughts. Speaker 1 00:32:11 You know? I agree. Speaker 7 00:32:12 I think we need to consult with uh, security just for guidance. Speaker 1 00:32:20 Wayfinderum SharePoint cleanup project 2598 um Anzor sent a gentle reminder last Friday. Uh, he wants me to send another to ping them today, one more time because we are waiting for them to give us green light final sign off. Speaker 3 00:32:42 Project two, six, two, nine, Hana XTRF upgrade cut over is set for May thirty first, and the last project that was not on Wist and I added it uh for onboarding of Paola. Uh this is actually taking us like a whole week last week. So but. Good news, she completed almost all of the training modules. I put all of them in phase three of her onboarding projects for you guys to see. And maybe you can copy for the next onboarding of the new employees, if we need to. We have only four modules pending. Two are scheduled for Paola to review herself, self-paced. Speaker 3 00:33:36 And two is pending that I'm going to go over with her. And that's it. So at this point, Pint has approved moving her into independent project works, And a plan is to have her on project meeting next week to start delivering updates and so on. So we are on track for a strong transition. Speaker 2 00:33:58 Yes, so are we going to move the projects that are assigned to Julia to. Starting next week, is that how we're going to do it, Julia? Speaker 3 00:34:07 I'm not sure. Speaker 2 00:34:10 Are you going to decide which ones by next week will be assigned to Paula, at least or something like that? I thought maybe Paula could run the meeting next week, just as a just as a, she doesn't have to run it every week. But I thought, maybe next week, we could just have her drive the meeting just because she hasn't run a meeting yet. So. I'm okay with I'm okay with Seg running the meetings, But I thought Paula could run next week's meeting just to kind of break her in. Give you give you a chance to run a meeting, Paula. So so maybe by next week, Yeah, let's let's figure out by next week Julia, which of the projects that are assigned to you Paula can can kind of. Speaker 2 00:34:57 Give the updates on and then you know, between now and you know, the next few weeks, we can figure out which uh which other ones she can take on, or we can kind of go from there, any other new ones we need to need to add to the list. Speaker 1 00:35:16 I didn't see so. Speaker 3 00:35:21 Good. Do you have do we have any new projects that we need to add to this list. Speaker 5 00:35:26 No, we haven't actually. Yeah, there's no new project this week. Hopefully by next week we have. Speaker 2 00:35:33 What about the one? What about the one that Jason just opened? Is that on here? Did we see that one? Did I miss it? Is that the discovery? Speaker 9 00:35:42 Was that the discovery somewhere? I didn't see it on here. That's Gabby's, Gabby and Kevin's project to uh forum Jeff Falcon. I don't I don't know the exact name of his company, EAG or something. Did they not sign? Speaker 2 00:35:57 Maybe they haven't signed it. Speaker 5 00:35:59 They haven't signed it yet and then please send any notification. Yeah, Speaker 7 00:36:04 They said they want to move forward, but I told them they need to sign the quote. Speaker 2 00:36:08 Yeah okay fair enough so it gets added when it gets signedum. Speaker 2 00:36:15 All right. Anything that was so that one's potentially in the queue. There was something else that Anzor sent me an email on that. I really have no idea exactly what it is, so I asked him if we could talk about it today, but I haven't heard back from him. There's something about some cameras and some computers and stuff for Give. Speaker 1 00:36:41 Me one second here. Speaker 1 00:36:47 And maybe everybody here already knows about this one, but WCC Tech Group. anybody know about them? They're asking about replacing. I. Speaker 10 00:37:12 Don't know about the the I don't know about the the uh, Project, but I know the company. I met with them there, although WCC they're the low voltage guys. Um, because they're trying to bring them. Speaker 2 00:37:28 Yeah, they're they're they're They sent an email to Anzor and he's asking me. He he just sent me a question mark, but I don't really know what the question is. So, they're saying here is the list of devices. Um a firewall, two switches, four APs. Endpoints, cameras, signs and other. So maybe Vlad, maybe you and I can meet quickly after this. Maybe you have some insight into this before I talk to Anzor. But then then he's talking about computers and stuff. So I don't I don't know. Speaker 10 00:37:58 Okay okay. I don't know about that particular project, but I know the company because I met with them a couple of weeks ago. Okay, Speaker 2 00:38:06 So maybe it's not project. Speaker 10 00:38:07 Yeah. They're kind of like like, Speaker 2 00:38:09 Okay, yeah, okay, maybe i'll talk to anzo. I'll talk to anzo first. I'm sorry, go ahead. Speaker 5 00:38:16 Sorry, but there's also a project that we're cooking for JLL, right? Speaker 10 00:38:22 Yes, yes, yes. So everything has been submitted to them, and they have this is for the JLL habitat. It's basically the same idea as the Western Asset Plaza that they're just yes. It's it's literally almost like carbon copy situation. Uh we've submitted them the uh proposal, and it's already in the review by their team. We haven't heard anything from them. And then I do, Sergei, I do have a question. We completely closed out the Western Asset Plaza, right? So we're already done with that project completely, right? Yes. Speaker 1 00:38:59 Good then. Yeah, thank you for that actually. You're the best. Speaker 2 00:39:03 I, guess my other question and Julia, you might know this better than anybody? But is there anything that we're doing follow up with on the history museum? Situation. I know we did sort of that phase one, but wasn't there supposed to be some sort of a phase two? But I know they're very hard to get feedback from. Is there is there going to be a phase two? And if so, any idea when? Speaker 3 00:39:28 Vlad, what do you think? We can follow up with them because. Speaker 10 00:39:32 We probably should follow up with them. Yeah. Speaker 3 00:39:35 Okay. Well, what I'll do, I'll copy that and yeah. Speaker 2 00:39:40 Yeah, They're they're one of those customers that they're one of those customers that we got to keep pushing, pushing, pushing and eventually they'll respond. But if we want the business, we got to we got to bug them. So. And and let's and Julie I. Just want to make sure you you get Paul in the with that one too. Speaker 3 00:39:56 I had a follow up for July yes. Speaker 2 00:39:58 Yeah okay okay. Speaker 10 00:40:01 Yeah phase two potentially can be pretty big project for them. Speaker 1 00:40:05 Okay okay anything else? Speaker 5 00:40:10 Yep, anything else? Speaker 7 00:40:11 Yeah, I just want to bring up thatum CBRE recently sold their Fagan Seventh uh property to Athena Property Management. I think their name is. Um and Kevin was more involved with that than me. Um he went on site to meet the uh some of the people there. Um. And during that time, he was told that they're actually interested in having Crimson manage the network at Fagan Seventh. So I think they reached out to Anzor, but I don't know what the update is on that. So it's putting it out there. It's not official anything, but. Speaker 2 00:40:51 Jason, Would you mind pinging Anzor and copy me and just see if there's an action on that one? Speaker 1 00:40:58 Yep. I'll do that right now. Okay. Thank you. Okay. Thank you everybody. Thanks everybody. Thanks. Bye-bye. Thanks guys. Bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=8fc01e99-adcf-4af8-91cb-992c0dc225e6&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc3OTgyMzM5MCJ9.CgoKBHNuaWQSAjY0EgsIptDu_bvXnT8QBRoNMzQuMjAxLjE0LjE1NCosWWptRUJIR1Q2SFZpaVh4NWFRL1V2Wm1yTVU4QmJxRWMxdjY4OW1QQ1BZZz0wmgE4AUIQohd7OVfQABDCht8A1sfLT0oQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.l3giWC0T_MRkaxpYCt1Pj74n9iDbD0JQhuyL5QL6t2w&ApiVersion=2.0	—▾	ITGlue to Hudu migration: revoke ITGlue access on 2026-06-01Close SCHARP managed IT project and begin Microsoft migration planningIdentify new VoIP provider for Ability First+1	·	—▾	—	—	—	—	—	✓
07-07 Operational Controls and Access Remediation for Embedded Thermometers and Time Machine	 ## Core Synopsis A single operational bottleneck is driving unnecessary confusion and risk: critical alerts and data hygiene for the “embedded thermometers” system are gated behind one shared login (Anzor’s account), tribal navigation, and ad‑hoc deletion practices. The Help Desk is acting as de facto system owners—managing “responses,” pruning entries (including bins/undelete), and editing red/yellow alert recipients—while leadership (Pete) is requesting changes without understanding adjacent tooling (“Time Machine”). The proof is explicit: Olivia needs access via Anzor’s credentials to remove Anzor and add George, Mike, and Vince to red/yellow alerts; Chris demonstrates the path by memory rather than documentation; errors depend on manual recovery (“bin”); and there’s a plan to educate Help Desk and EOS attendees about “Time Machine” due to misuse. The stakes are clear: alert routing tied to a single account and undocumented flows create compliance exposure and response latency; “Time Machine” underuse signals reporting and accountability gaps. We are committing to formalize access, document the alert-change workflow, and run targeted training to close the knowledge gap. ## System Ownership and Alert Hygiene: The Embedded Thermometers - Ownership and Access - Current access is centralized under Anzor’s account; Olivia does not have her own account and must log in via Anzor’s credentials. - Functional control lives with Help Desk (Chris) who knows the navigation and performs changes. - Workflow to Edit Alerts and Responses - Navigation is via “Embedded Thermometers” to the relevant thermometer; changes to red/yellow alert recipients are made in the edit screen (comma-separated emails/handles). - “Responses” management includes locating entries by name, deleting selected items, and recovering mistakes from “bin.” - A CDC/Teams endpoint is referenced for red alerts routing (exact target not fully articulated, but implied integration to Teams). - Risks - Single shared account for administrative control creates security, audit, and continuity risk. - Undocumented, memory-based navigation increases error probability and slows execution. - Manual deletion with post-hoc recovery is fragile data hygiene without clear policy criteria. ## Tool Literacy Gap: “Time Machine” Awareness and Compliance - Status Quo - Chris set up “Time Machine,” actively monitors it, and notes misuse/noncompliance (e.g., Adrian not entering time correctly; Pete not understanding the tool’s intent). - Olivia has been referencing “Time Machine” and is pushing broader adoption. - Planned Interventions - Chris intends to host a Help Desk meeting to re-establish “Time Machine” usage standards. - Olivia invites Chris to demonstrate “Time Machine” during EOS on Thursday at 10 a.m.; Chris agrees, calendar invite pending. - Stakes - Misuse undermines visibility into productivity and scheduling; leadership decisions suffer when “Time Machine” data is unreliable. - A structured refresher normalizes behavior across Help Desk and EOS participants. ## Leadership Requests and Delegation: Recipient Changes - Directive - Pete wants Anzor removed from alerts and George, Mike, and Vince added to yellow/red lists. - Execution Readiness - Chris demonstrates removal of Anzor from red alerts and saves; Olivia will finalize recipient additions to both yellow and red with comma-separated entries. ## Relationship and Morale Signals (Noise-Filtered) - Chris recovering from illness yet delivering support; Olivia coordinating training and client prep (DTLA). - Pete’s engagement via gifting and expense approval is peripheral; not material to core operational issues. ## Action Items **@Olivia** - [ ] Log in via Anzor’s account and add George, Mike, and Vince to yellow and red alerts; confirm Anzor removal across all relevant thermometers - [TBD] - [ ] Send calendar invite to Chris for EOS session on Thursday at 10 a.m. to demo “Time Machine” - [TBD] - [ ] Request creation of an individual admin account for yourself; stop relying on shared Anzor credentials - [TBD] **@Chris** - [ ] Host a Help Desk refresher meeting to re-baseline “Time Machine” usage and standards - [TBD] - [ ] Document the “Embedded Thermometers” admin workflow (navigation path, responses deletion/restore, alert recipient editing) and share with Help Desk - [TBD] - [ ] Remove Anzor from red alerts across thermometers where applicable; verify save and routing integrity - [TBD] **@Pete** - [ ] Approve individual admin accounts for key operators (Olivia, Help Desk leads) to replace shared Anzor login - [TBD] - [ ] Attend or nominate a representative for the EOS session to align on “Time Machine” expectations - [TBD]	Jul 7, 2026	Speaker 1 00:00:03 U m okay. So I make this easy for you. Oh, I turn my camera on, and you turn yours off. Uh, Speaker 2 00:00:13 Okay, okay, I want to give me, why aren't you sharing fine? How are you feeling? Uh better I am been going, stir crazy. Som. So it's a lot better. Speaker 1 00:00:31 Good, I'm glad you're feeling better at least. Speaker 2 00:00:33 Yeah, I would not wish that on my worst enemy. All right, so this is where it gets a little wonky. So I can't explain to you how I get here. I can only tell you to poke around until I find it. So real time responses, this is the main page you're going to. So I think it's under manage thermometers embedded thermometers and somewhere in here. Speaker 2 00:01:02 Okay, I think it's the view. I think it was that last one that I clicked, and then you go into responses. Okay. And, then you find it like I, deleted Anzor, Martinez and I deleted all the red ones from that one person, except for the earliest one that they put in. Basically, you just click their name or click the check mark and hit delete. That's all. Oh okay. Okay, cool. And then if you accidentally delete one you shouldn't have go into bin, uh and undelete it. Speaker 1 00:01:40 Uh okay okay okay cool. Yeah. Um so question for you, Anzor could you send me this link? Do I have an account? Speaker 2 00:01:51 You do not. Uh there is an account in ? (unclear, leave unchanged). It is Anzor's account, and that's what we use to log in Oh. Speaker 1 00:02:00 I see. Okay, okay, okay. So I just log in that way. Yeah. Okay, lovely. Um And then like follow up question. So I I was talking to Pete, and we need to remove Anzor and then add um George, Mike and Vince to the like yellows and reds, Okay. I don't want to do that. Speaker 2 00:02:34 Of course, I got to go remember that one here. Hang on. Sorry, I'm really making you. It's, I don't do this, No one does this often enough, so it's just trying to figure it out. So I know it's under embedded thermometers and let me see. Okay. I'm going to edit this. It's somewhere in here. Speaker 2 00:03:08 Because we had to, they make me change things. Oh, here it is. Okay. So you go in here and you change right here. So. Speaker 1 00:03:25 Oh, okay. Speaker 2 00:03:27 Yeah, so I'll take Anzor or out of red alerts. Speaker 1 00:03:30 Okay, I'm assuming the CDC dot whatever that goes directly to Teams? Is that what that is? Yeah. Okay. Yep. I see, Speaker 2 00:03:42 I see, okay yeah. And then I'll let you you just put them in with commas. Okay. So I'm gonna save it with Anzor out and then okay Yeah And then you can go back to file Perfect, Speaker 1 00:03:57 I'll go change it Okay Okay Great Lovely Thank you for teaching me this You're welcome. Speaker 2 00:04:06 Now I don't have to call you. Let me teach you one more thing. Okay. Cause I know you don't know this, because I'm the one who set it all up. Um, if you go in here, go to Time Machine. Cause ? (unclear, leave unchanged) was the one that was sleeping on the job. Speaker 1 00:04:32 No, I look at Time Machine all the time. I've been telling Pete, I've I've been saying, like a time machine. Add him to this call. And well, I are you scheduled some? I just talked to him because okay, out of our one on one, I scheduled some time next week on Monday. Yeah. To talk about this because yeah, he he wanted to talk about this. So yeah, so he's I put him on your calendar. Speaker 2 00:04:57 He doesn't he doesn't know how to use it right? Speaker 1 00:04:59 I'm assuming yeah, I don't think he really understands what it what it means. Speaker 2 00:05:04 Okay, so ? (unclear, leave unchanged) is one of my new favorite salesperson. By the way, Adrian. Uh, Adrian does not put time in correctly. Hmm. Uh ? (unclear, leave unchanged) is amazing, I don't even have to click on it to know that he's amazing. I I don't look at this anytime lately but yeah. Speaker 1 00:05:28 Yeah like go to yesterday on a side note, if you go to yesterday and then you go to. Look at Riddick and Charlene's. There's, I was like, oh my god. Holy shit. Yeah, is that crazy? Speaker 2 00:05:48 Okay, why don't we do this? I am going to start a meeting in just the help desk and I am just going to remind everybody and say, hey, guys, I haven't done this in a while, but it's my turn to remind you guys about time machine and how we use it on. Speaker 1 00:06:07 Delicious. Perfect. Well, actually, I really want everyone to be there on any chance, you're willing to join my EOS and show us in the EOS. I can yes uh when is your EOS? It's on Thursday at ten a m. Speaker 2 00:06:24 Tomorrow. Oh, I'm only doing prep work tomorrow. So yeah, add me, I will do that. Cause I have. Uh, wait, Speaker 1 00:06:30 No, not tomorrow. Thursday, Thursday. Speaker 2 00:06:33 Thursday. Oh, I'm looking at Thursday. I'm I'm running my mouth over it, but I just did not. Okay, yeah, yeah. Uh add me because I'll only do prep work for DTLA. Speaker 1 00:06:42 Okay perfect perfect And I'm already yeah been prepping all week for them. Speaker 2 00:06:46 So okay Lovely No, I love, it's perfect Yeah because I want Adrian to be there. Yeah There's a couple people I want to be there and I don't think that they would, if you're i think they're on site. Gotcha. Yeah, Adrian was in a hurry to leave me today. But honestly, I gave him a tour of the bloody first and. I didn't have the energy. I barely finished it. Because my energy levels are still sapped, so yeah. Speaker 1 00:07:22 Oh well, at least you made it there. Have you been working from home? Are you working from home now? Speaker 2 00:07:29 Yeah, so I well Dom had her uh scholarship ceremony thing, Which I need to find out where she is, because she hasn't told me anything. It started at two. Oh. Yeah. Speaker 1 00:07:46 Was it like a virtual thing or was it no? Speaker 2 00:07:51 Um, so so she was entered into a bunch of scholarships. Already without talking about today's scholarship, She has over the amount of scholarship she needs for, oh, all four years of college. Today's scholarship is probably gonna be an extra thirty five hundred. Speaker 1 00:08:14 Wow. That's great. She. Speaker 2 00:08:19 Got a okay, she just texted me back event just ended. She has a cute suitcase and an ugly duffel bag, and a McDonald's gift card. It's some extra cash money. Speaker 1 00:08:29 That's that's what she got. Speaker 2 00:08:31 Yeah, she has suitcase? Yeah, and a duffel bag? That's crazy. She didn't answer me about the scholarship yet, so I am waiting on the scholarship part. Speaker 1 00:08:44 Oh okay okay I see Yeah. Speaker 2 00:08:50 Yeah, the scholarship was estimated to be around thirty five hundred for each kid, but that was early in the year before they ran out of money. So I don't know what it's like now. Speaker 1 00:09:00 Actually, how much Yeah. Yeah. Still anything is She's got, you know, Speaker 2 00:09:07 Yeah. She's gotten a lot of cute little suitcases from a lot of these events. So a lot of them is uh just theirum. Speaker 2 00:09:18 They're like little carry on suitcases, but are really nice, like things that you and I would purchase for travel. Speaker 1 00:09:25 Yeah, I was gonna say, I was like wow, I am so surprised they're giving away suitcases. But that's awesome. Speaker 2 00:09:34 These are all like little college things. Yeah, but um she did say the ugly duffel bag. Speaker 2 00:09:44 They didn't receive they didn't receive the uh the scholarship information she just sent. At all. No, but this was supposed to be the. Was that the whole point of the? Yeah. Did they even tell you? The amount? That seems weird. Yeah, let me see if I can find a photo for this. Because she sent it. No, they didn't even tell her the amount. Okay, they sent um the information. But yeah nothing, um hmm it's weird. Yeah but this is supposed to be the scholarship thing. She had to be at the last couple of events so she could receive her scholarship. Speaker 2 00:10:42 Oh, here's a screenshot. Our scholarship event taking place on June seventh. Details are on the attached flyer. New times: youth registration is at ten thirty, doors open at twelve, program begins at two. Drop-offs are here, parking blah so on and so forth. Um yeah so uh yeah, Also, Pete got me sent me two bottles of whiskey. I am going to give one to downtown Los Angeles, and he said he was excited because I could ah. He can expense back one of the bottles. Oh perfect! Speaker 1 00:11:26 Was that the bottle that you sit with Brie? Speaker 2 00:11:29 Yes, oh my god I love it. Speaker 1 00:11:32 He said well it was cheaper for me to send two bottles. And, he goes, you can give it away, and I said, can I give it to a client? Speaker 2 00:11:39 Question mark and he was like, oh, does that mean I can expense it back? And I was like, yeah. Because it needs to go to the tenant's office. Oh. Yeah. Speaker 2 00:11:53 Oh, I love it. Yeah. All right, I'm going to leave you alone now. Speaker 1 00:11:57 Okay, thank you for all your help Chris. Speaker 2 00:11:59 You're welcome Bye Okay bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=8f301eaf-4bc0-4015-b6b1-d3fea88a4ee3&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4NDA1MzkzMyJ9.CgoKBHNuaWQSAjY0EgsI5O6B-vv1sD8QBRoLMy4yMzYuODAuNzQqLEJ3REw0RWtnWDBZK3BkZW9kbk1SelY3dlNKY2R0M3B5OWNtNGQ4ei9sOVE9MJoBOAFCEKInPci7AAAA9hikhIvHAYpKEGhhc2hlZHByb29mdG9rZW5SElsia21zaSIsImR2Y19jbXAiXWokMDA4YmY0MzktZGJjYi02MzY3LTdmNjYtMTA4NWZmMWRmY2Y4cikwaC5mfG1lbWJlcnNoaXB8MTAwMzIwMDE4OTM4ZmMyYUBsaXZlLmNvbXoBMoIBEgkHT3GOcVaBQBG7hiFti_UCf5IBB0NocmlzdGmaAQVCcm93bqIBFWNocmlzdGlAY3JpbXNvbml0LmNvbaoBEDEwMDMyMDAxODkzOEZDMkGyAS1teWZpbGVzLndyaXRlIGFsbGZpbGVzLndyaXRlIGFsbHByb2ZpbGVzLnJlYWTIAQE.YDbaAhluoohLmb5fGPL35T0gZ9rhKjeMHGipVbuni_4&ApiVersion=2.0	Processed▾	—	✓	Crimson Internal▾	—	day-verified 2026-07-16 (7/7 = 9.59h)	—	—	—	✓
04-07 Hybrid Meeting on Business Operations and Personal Updates	# Hybrid Meeting on Business Operations and Personal Updates  The participants discuss a range of business topics, including software licensing strategy, budgeting, and system replacements, before transitioning into a detailed personal account of a challenging and eventful weekend spent fostering teenagers. The dialogue covers both professional decision-making and the complexities of parenting and personal life. ------------ ## Strategic Business and Technology Planning This section covers discussions about business strategy and technology updates. It begins with the need for an employee to adopt an "enterprise" mindset for a large company rather than thinking on a small scale. The conversation then moves into a detailed analysis of Meraki licensing options, comparing one-year, three-year, and five-year plans to align with budget cycles and device replacement schedules. The three-year option currently exceeds the budget, which was only set for one year to account for device replacements. A key issue is that the licensing runs on an off-cycle schedule, complicating budget alignment. Speaker 1's long-term plan is to budget for a five-year license in the next cycle, as it offers the best discount. In the interim, they discuss renewing for one year and budgeting for a longer term next year. The participants also touch on evaluating new software solutions, with CareLogic being a top contender for both their group and Sharp. A meeting with CareLogic's manager needs to be scheduled to get a demo and understand its functionality. In preparation for a potential RFP, Michuan has asked the team to create a "wish list" of essential present and future system requirements, though KPIs are not yet established. The discussion also covers the finalization of the budget, with allocations to be pulled soon, and the status of Planful, which will be ready for March data entry around the 15th of the month. ------------ ## Weekend Narrative: Fostering Teenagers This section details Speaker 1's experience providing respite care for a teenage girl named Ladanya over an emotionally charged weekend. The narrative begins with Ladanya's arrival in a distressed state, having just been assigned a completely new therapist, psychiatrist, and wrap team, which forced her to retell her traumatic history for the second time in two days. This was compounded by a difficult relationship with her foster mother, Vicki, who is also a therapist and had been threatening her with 14-day notices, a practice forbidden in Speaker 1's home due to the instability it creates. The narrative follows the events chronologically, from Speaker 1 managing Ladanya's vaping with a non-confrontational, rule-based approach, to receiving a call from the new therapist informing her that Ladanya was suicidal. Speaker 1 responded by creating a supportive environment, acknowledging Ladanya's PTSD, offering comfort, and securing emergency contact information. A positive turn occurred when Ladanya, a volunteer at Speaker 1's church, was invited to join a film industry program for foster youth. The weekend concluded with Ladanya witnessing a "healthy fight" between Speaker 1 and her daughter, which inspired Ladanya to try and reconcile with Vicki. After a productive conversation, Ladanya returned to Vicki's care, and Speaker 1 has since opened her home to another potential foster child. ------------ ## Parenting Dynamics and Household Life This section focuses on the interpersonal dynamics and daily life within Speaker 1's household, particularly involving her own seventeen-year-old daughter (referred to as Dawn or Dominique) and the foster teens, Ladanya and Ari. Key events include a "whisper fight" between Speaker 1 and her partner over her daughter's back talk and a subsequent conversation where Speaker 1 had to clarify her daughter's role as a peer, not a co-parent, to Ladanya. The dialogue highlights the peer-to-peer cultural commentary between the teens, with Ladanya and Ari correcting Dawn's behavior based on their own upbringings. The challenges of managing multiple teens are evident, with issues like synchronized menstrual cycles, late-night Starbucks runs, and arguments over chores. The conversation also branches into practical household matters. Speaker 1 discusses the need for a new dining table to accommodate the teens and her reputation in foster circles for being able to handle them. There is an extensive discussion on hair care, where Speaker 1 sought tips from Michuan after struggling to straighten Ladanya's tightly curled hair. They also share details about grocery shopping, with Speaker 1 preferring Amazon Grocery for its cost-effectiveness, and recipes, such as a quick chicken tortellini with vodka sauce. The dialogue touches on food and drink preferences, including the popularity of oat milk, protein shakes for taking medication, and the use of a Ninja Thirsti for hydration. ------------ ## Action Items This section consolidates all specific, assigned tasks discussed during the meeting, with owners and deadlines clearly identified. **@Michuan** - [ ] Add Speaker 1 to the Meraki licensing email list. - [TBD] - [ ] Send the Meraki licensing information email to Speaker 1 for discussion. - [TBD] - [ ] Ask Denny for the invoices related to the licensing. - [TBD] - [ ] Send Speaker 1 a quick email regarding access to be provided by Pete. - [TBD] **@Speaker 1** - [ ] Text Michuan to specify what she wants. - [TBD] - [ ] Verify if device licenses are transferable. - [TBD] - [ ] Find the note detailing which sites require device replacements. - [TBD] - [ ] Fix the current budget report. - [TBD] - [ ] Continue working on the new automated monthly report. - [TBD] - [ ] Schedule a new meeting with the CareLogic manager for a demo for her team and Sharp. - [TBD] - [ ] Get access for Michuan from Pete. - [TBD] - [ ] Send Michuan an Amazon Grocery referral. - [TBD]	Apr 7, 2026	Speaker 1 00:00:03 Yeah, And that's that's going to be the heaviest one because I got to say to him without hurting his feelings, you think at a small scale, and I need you to think enterprise. I think you you need to think big company. And so hopefully that gets gets doing. Speaker 2 00:00:22 I think they need to hang that word like it's not small like saying," you know we have to,", it's thinking of like our enterprise software. And like the way that we would need to do this. Speaker 2 00:00:46 Yeah. Yeah, We had it. We had a good conversation, but you know, Rome wasn't built today. See how see how he comes back. Um, But I'm I'm actually happy you had a conversation with Sergio because I need to have a conversation about the Moroccan licensing. With him, okay. So, I want to touch base with you. I think we talked about doing the three year, but the problem is is that even the three year goes above our budget. Speaker 1 00:01:13 Yeah, Because I only put in the budget for one year because we have some that need to be replaced. Speaker 2 00:01:20 Yeah, But the option your team gave us a three year versus a one year and I think we talked about three years last year, but it just didn't put it in in the budget. And. Problem with it is, I am seeing that it runs off cycle, so it's running outside of our budget year. So the you know the easiest thing would be like, oh, let me go another year. Yeah, But that doesn't I don't know if that's from like a cost perspective over three years. That makes the most sense as opposed to going to the three, you know, just doing the three years. Speaker 1 00:01:58 Yeah, the problem is is we got some devices we're going to replace this year. Speaker 1 00:02:04 But let me see if those licenses are transferable. I thought they aren't, but I might be wrong. Okay, Speaker 2 00:02:12 So I mean, I know we're replacing CAMS right? Yes, what other ones? What other ones? Speaker 1 00:02:21 Um, There's the Claremont stuff that's going on. And then I think there was like one or two other sites that needed some replacements this year, but it was like onesies twosies. But let me double check because I need to find that note. Speaker 2 00:02:35 Because, would that recommendation be do another year? And then we do the one year what we can budget. But put the three year next year's budget? Speaker 1 00:02:45 Yeah, Because that was my plan was actually to have you put not three- year uh or to, but to do a five- year with the next budget. And the reason, the reason for that is becauseum. Speaker 2 00:03:03 They would all be coming. Speaker 2 00:03:26 Yes. Yes. Um, okay. Speaker 1 00:03:28 Cause five years is actually the best, the best deal we can get. Oh. Speaker 2 00:03:34 I'll send you. I don't know if you're on the email list. Speaker 1 00:03:41 Okay, let me. We've got some new salespeople and or a new salesperson and a new project person, And so sometimes they'll forget that on ability first and on sharp, they got to CC me on all of those. So yes, she's been a life. Speaker 1 00:04:03 A lifesaver so far, but uh she's still learning. So she's she's amazing. I am enjoying her. Speaker 2 00:04:14 Yeah, I don't think you are on it. I will add because I thought it was three years, But but I remember asking Tom to we're saying five years during our budget period. Yeah, okay, Speaker 1 00:04:26 Cause i i thought i was thinking uh five years was probably, At the time, I know we were getting significant discounts on three years, but even better on five years. Speaker 3 00:04:36 Okay. So, Speaker 2 00:04:39 Okay. Some I'll send that to you and you can dIscuss that. And then when I get In, I'm goIng to ask Denny to gIve me the InvoIces, so we can maybe make It. Speaker 1 00:04:58 She should be back today. I just need her to get caught up. So, uh, I saw her onlIne thIs mornIng, and she messaged me on WhatsApp to thank me for her bIrthday gIft. So, I know she's back In the land of the lIvIng. Um, but I gotta waIt and see. Speaker 2 00:05:19 Okay. So, um, I got her In. Yes about about the bIllum and then lIke you saId. Speaker 1 00:05:43 Yeah, I fIxed that a week or two ago, but I am redoIng some thIngs In It because It's not. I need It to stay updated. Speaker 2 00:05:54 They're goIng to pull allocatIons. Speaker 2 00:05:59 Okay. And and start fInalIzIng the budget. So I just wanted to make sure so that we're clear to employment, we're In our numbers trendIng less than hIgher. Yeah. Then we are. Speaker 1 00:06:11 Yes, so let me let me get that fIxed. Um, I know It was. Well, no, It's already fIxed. Let me contInue workIng on the new report that's actually goIng to automate and send to them monthly so that they have that as well. Okay, I dId not I forgot to take my meds thIs mornIng, and I have not had coffee. Speaker 1 00:06:29 So my ADHD mIght go out of control today. Sure. Speaker 2 00:06:38 Just text me what you want. Speaker 1 00:06:40 Okay. Yeah, cause I uh, yeah, I am I am strugglIng thIs mornIng. I can't belIeve I forgot my meds. I haven't done that In In a year, forgotten my meds. So lIke oh. No worrIes, I got It and thank you. And thank you for waItIng to see If EunIce showed up today? And see If she wanted to walk wIth me. Speaker 2 00:07:03 She's not goIng on, but I just for the synergy of our team, we all need to be In offIce as much as we can. And It starts to lIke lead to the other folks so yeah. Speaker 1 00:07:20 Um, but I just wanted to ask you so your call your conversatIon wIth SergIo? Mhm. Speaker 1 00:07:27 So It was just a quIck. I he was walkIng by, um, I asked hIm a few questIons and then we just chatted for a mInute. Um, It was just It was just top I mean just surface level stuff. Um, I checked In wIth hIm, If there was anythIng he needed. Ifum t here Is somethIng that we could help hIm out wIth that, he just hasn't brought to us yet. And then yes, Speaker 2 00:07:50 DId you brIng up programs that are there to brIng about? Speaker 1 00:07:57 Let me go check my notes. Speaker 2 00:07:60 HIs program Is he's startIng to see that the resources they have, you had talked about thIs lIke. Yes, Speaker 1 00:08:07 And I told I dId we dId talk about thIs yesterday. Um, I gave hIm a heads up that I was stIll. I actually saId that before he brought It up to me. Um, I saId, hey, I'm I'm also I saId, I know that there's a lot goIng onum just a heads up. I'm stIll lookIng at dIfferent thIngs lIke care logIc. For you guys and tryIng to get that take get that done, I need to set up a meetIng wIth Care LogIc for both you guys and Sharp. Um, because the meetIng I was supposed to have last week they canceled. Uh, the person I was goIng to meet was canceled and Is out. Um, so I gotta make a new meetIng. Okay. I am makIng It wIth theIr manager. Some. Speaker 2 00:08:52 Is that what Is that what? Speaker 1 00:08:55 Yes, Sharp Is usIng Care LogIc because I need I want to understand what they're doIng, But I also want to get a demo so I can understand how It works for you guys. Because wIth all my research I've done so far and all the conversatIons I've had, Uh Care LogIc Is one of the top contenders. And then there's two other contenders on that. So. Just as an Issue. Oh sorry. Speaker 2 00:09:21 Oh there you go. Speaker 1 00:09:27 Yeah, I have the same issue. I was talking to Pete and Anzor yesterday in different conversations, and I lose them in the same section every time. Speaker 2 00:09:38 Yeah, it's just a little piece that I am getting on. And I am always like," Hey," and yeah, so totally get it now. Got it. Yeah, um, so that's good news because you know talked about that and, We don't have our KPIs yet, but as we begin to build them out, And I asked them to do a wish list, like, what does their team want and what do they want in the system, what do they want it to do, what does it do now, and what did they want it to do in the future. Right? And so we have that as like if we're opening up an RFP, We have that to say like, hey, here is the things that we needed to do that are like essential. Speaker 2 00:10:28 Yes. Yes. So that would be, to be able to pull all that together. Speaker 1 00:10:43 Yes, one hundred percent. Speaker 2 00:10:60 And then, Speaker 1 00:11:04 Um, and then you were or Pete you were going to get me access. Speaker 2 00:11:11 Can you send me a quick email? Speaker 1 00:11:18 Yes. And then I did get the planful information from Susanna. I just have not had a chance to take a look at it yet. Um, But I will soon. Speaker 3 00:11:38 It's not going to be loaded for March yet for us to go in and put information in. Okay, March should probably be loaded around the fifteenth. Yes, First to go in and put an explanation, it may be, but for us to put an explanation. Speaker 1 00:11:56 Okay, perfect. I was laughing so hard during the meeting, and I wasn't on camera, thank goodness. Because my face did not hide anything. And then I almost burst out laughing when Christi said," Well, I think you could figure this one out on your own." And I was like," Oh yeah." Yeah. Speaker 2 00:12:15 Yeah. I. Speaker 1 00:12:17 Didn't want to say they were so bored in their training. Speaker 2 00:12:20 Oh my gosh. Sorry. I know it was likeum. Yeah. Speaker 2 00:12:28 Their system, they've come a long way with training on it. So I really appreciate that they haveum really kind of stepped it up with helping usum to better understand their system. Speaker 1 00:12:43 Yes. I'm glad they are too. I just couldn't help laughing. Speaker 2 00:13:04 I'll check. Okay. Yes. Speaker 2 00:13:23 Explanation, Cause you just put in, like basically why I'm asking to go into this report and put in comments. And it just like explains what the issues are. Speaker 3 00:13:35 Yeah. So. Speaker 1 00:13:54 Very interesting uh situation. So, I. So I do something to these things to wait, and there's a name for it. And I can't ever think of the name. But, it's where I give a Charl the illusion of something of control and independence, But still able to parent them in a lot of ways, most of the time. Like I am not perfect; none of us are. Um, so she was okay. So, very first thing, Let me let me give you some context: Speaker 2 00:14:29 Is this, the one that you had before? Yes. Speaker 1 00:14:33 So she so she when she came to us on Thursday, she was pretty distraught and upset. And what it was was, she got a whole new wrap team, a whole new thewrapist, and a whole new psychiatricologist. Yeah, and I don't know why. Speaker 1 00:14:58 And so she had to. She just got done with her psychiatric appointment right before she came to us, And so she had to retell her story all over again for the second time in two days. And. So it's a lot of trauma dumping that she has to do to the psychiatricologist and the thewrapist, and it doesn't put anybody in a good headspace. So she had that happen before she came to us. Understandably, she was anxious and stressed with the conversation. That they were having, she also had a bad conversation with her foster mom, whose name is Vicki. And so all of this happening. She comes to us, And this not the first time she's even. This not even the first time this month she stayed with us like This she's been with us pretty often lately. And her foster mom has been threatening fourteen day notices, which Is we have a rule in our house. :, we don't threaten fourteen day notices. Speaker 1 00:15:55 It just adds to instability. To the instability, Speaker 2 00:15:58 Yeah. It might be in fourteen days, like I am giving you notice your release. Yeah, yeah. I don't probably struggle; I can't even imagine without a formal load. Yes, Speaker 1 00:16:11 Yes. So she came to us now; the foster mom has also been saying. Speaker 1 00:16:19 I also don't trust you, but I want to work this out. I want to regain trust. I want you to regain trust with me, and the foster mom's also a thewrapist. Speaker 2 00:16:29 Oh gosh, how manipulative. Speaker 1 00:16:32 Yes, But there is a lot going on because the foster mom also has some issues she's dealing with. That's outside of the kiddo. So it's like it's just a bad situation all around. Yeah. Speaker 2 00:16:48 Like Are you fostering her permanently or are you fostering her temporarily? Speaker 1 00:16:51 Temporarily. She went home yesterday, so it's actually got a really good outcome that happened. Um, so she comes to us. She also has a thewrapist appointment that afternoon after after getting dropped off with us. So she goes and does her thewrapist appointment. It is completely online, so she borrows Tom's room and she does thatum, Later on, I catch her in the bathroom vaping, because I have an uncanny sense of smell and I can smell everything. And so, she came out, she went and sat down on the couch. And I came and sat down beside her. And I was like, hey look, I know you are vaping. You can't do it in the bathroom because it makes me physically ill and I get migraines. You can't do it in the apartment because no smoking is not allowed on on the complex grounds. So, I know you are seventeen. Speaker 1 00:17:46 I know you're you can't be stopped if you really want to do this. So here's here's the rules. You have to go outside of the complex. You have to be next to the road if you're going to vape, however, We live next to a federal building, which is the L.A.X. courthouse, and there are sheriff's offices in and out all day long, driving down our road. So be mindful of that. But again, I'm not gonna stop you because I know that I can't. And she was actually shocked at that statement. Like, I didn't come at her saying, "You can't do this," you're this bad. I just came at her and was just laid it out. And she's like, "Okay." And so we covered that. Um, I said also, I know you just got off the phone with your new thewrapist. You've had your psychiatric appointment today. You're getting hit with a lot of emotions. You have PTSD; I know this already. You're going to have a bad night. ;. I can't stop it from happening. ; I can. Speaker 1 00:18:45 I can help build up the positives tonight. I can get you some tea. I can we can do a lot of things. I can sit here and talk to you. I can just sit beside you. We can have a movie fest, whatever you want to do, but just be aware, I know you're going to get hit with these emotions. So when you do, if you need me come and get me out of my bedroom, if i'm asleep, just wake me up. It's not an issue. Um just so that you know, i know that this is going to happen. I've been in your shoes. I have ptsd myself. So. Speaker 1 00:19:15 And we'll do whatever. Um, and then she was so she's um. She's, she likes it when you play with her hair, and she does like some touches, but it's got to be on her terms. She's like a cat, you can pet her three times and then she hisses at you. Um, so she did ask me to play with her hair. So I straightened her hair, which I need some tips from you on some things on hair for her. If she comes to me permanently, um okay. So we did all of that. Um, and it got better except for her thewrapist called me and was like, "Hey, just heads up, she's suicidal." And I was like, "Okay, not anything I haven't done before." So uh send me your information. Send me for your agency who I got to reach out to in case I need it. You know send me the after hours emergency line for you guys. So any she goes okay um and so she sent me all that information. So. Speaker 1 00:20:15 You know, we covered our bases, and this was Thursday night into Friday morning. And so it got better. She and I had a lot of talks. Tom and her had a lot of talks. And we were like, "Hey, we know things are hard with Vicky right now." We will make room for you here. We're already working on it, and you can come live with us. Um. Just a heads up, we've already your social worker's already aware. Everybody's already aware that if that was to happen, you have a new placement with us. And she's like, "Oh, thank you." I said, "But also if you want to work it out with Vicki, just let me know. Whatever you want to do will set you up for success." And so we had a lot of heart hearts over the weekend. She went to church with me on Saturday. We were at church from six m to two p m. Speaker 1 00:21:11 Um, She got to work with because all of our volunteers have to be live scanned to work at the to volunteer at the church, no matter what section you are in. Um, And so I I set her up with one of the guys who also works with foster kids. And they do a lot of things in the film industry. So kids can they go through different programs where kids can produce and do things like that. So He took her under his wing for the first service and taught her a lot of stuff. And she was like, she had been nailing it. Like, She had been working with at the church as a volunteer, uh, the last couple times she visited. So, she's been getting some good experience. But then he invited her because of how well she was doing, he invited her to be a part of that program which is amazing. So yeah that that was just huge for her yeah and then. Speaker 1 00:22:04 So Sunday night, so okay, so neither girl slept during the night on Saturday night to Sunday. They wanted Starbucks at nine o'clock at night. I was like, we got decaf here, and they're like, no, we want matcha. I am not paying for matcha at nine o'clock on a Saturday night. So they're like well what if we pay for Doordash? I'm like I knew I wasn't gonna stop this, because at that point, they were, they were playing all the starts. And I was like. You pay for it, you go get it. I don't think so. She did. They both did. They ordered Starbucks and then neither of them slept all night long. I was like, You will learn. Speaker 2 00:22:48 Yeah, yeah, Speaker 1 00:22:49 Yeah, So the next morning. I have two kids. Both have just started their period on the same day, Both of them with stomach cramps, Both of them working at the church Yeah It was a lovely day. Speaker 1 00:23:05 At Titudes came out when we got home, they had a list of chores. They had to get done. I was getting a lot of back talk on it from my own child, you know, you know, the typical seventeen year old teenage girl who's PMSing bad. So Brian and I had to go have a conversation, and we had a whisper fight, which was fun. Speaker 1 00:23:31 And then Don, so Tom and Don. So Don started to walk into my bedroom. Yeah, I know. Uh, Don started walking in my bedroom to let the cat in. I was like, hold up, we're having a conversation. And she was like, oh okay I'm sorry I didn't know. I'm like don't even worry about it. Um, but we'll be out soon So. We had a conversation, and it was a lot about Don because Tominique felt like I wasn't allowing her freedom to help LaDanya and I was like. You have it, But there are some things that me as the adult I had to handle like that you, you could not be involved in. And it's not because you are not capable.;. It's because you are still a teenager, you still got, and you are still missing that frontal lobe. Speaker 2 00:24:15 And one of the things is also it'll switch their relationships sometimes too. Yes, yeah. And if they're if they're friends or sister friends, it's good. If you become like a second parent, maybe not. Speaker 1 00:24:29 So, so we had to get that straightened out, And that's why she was all out of tizzy, because, you know, I messed up her plans for the weekend to be a mentor. And I was like, no, you need to be a teenager and let me handle the adult stuff. I will clue you in on the adult stuff that you need to be involved in. Yeah, and so we got it all worked out. So, we came in and had a conversation with Ladanya because she was uh, she was involved in. Yeah. The conversation. We didn't want her to feel like we were talking about her without being transparent. Speaker 1 00:24:60 And so we had a conversation, and I said, "What do you want to do? Do you want me to push for you to move in with us? Do you want us to back off? What do you want?" Because we had, we had, you know, She'd been initiating the conversations at times when we had been. So it was back and forth. So it was a good time to make that conversation. And she goes, "I honestly want to see if I can work it out with Vicki." I was like, "Okay, great." Um and so she went home yesterday. Um, Vicky came and picked her up because Vicky has an aunt that's in hospice, so Vicky was out of town for that. And so she drove back in. Yeah, That's why I was like t here is t here is a lot to this story." Um, and so Vicki came and picked her up and she texted me later. She said Dawn said that you guys got into a fight you and Dawninic got into a fight And. She got to experience what a healthy fight would look like. And I was like, "I didn't feel like anything healthy." Speaker 1 00:25:56 To say that, um, But she said it made Ladanya, Ladanya said it made her want to try to work it out with me. I was like, oh. And. So then she texted me about six hours later and said we had a really productive conversation and I think it's good. I think we're in a good place now. I was like, that is awesome. So that's how my weekend went. Um, so she. Probably won't at this point unless something changes come back to me, unless it's for respite care. However, We did contact D, C, F, S and opened because we got the bed in this weekend, and we did open up for another child to come in. Oh wow. Yeah. So, we'll see what happens, But there's a few kids that are on my radar that I've had in the past that may come back to me on a permanent basis. So. Speaker 1 00:26:55 So we're gonna see what happens. Speaker 1 00:27:03 Yeah. It was good, like I did get a lot done. I did have some relaxing time, but we had Good Friday services, So I was at the church from noon to eight, thirty, no noon to seven, thirty. And then we were back there on Sunday. So and then next Sunday is my last volunteer there. Cause I only came back to help while a friend of mine was on, um, medical leave. Yeah. Oh good. Yeah. Good news. Speaker 3 00:27:36 So I'm super glad. Speaker 2 00:27:42 But yeah, an eventful like packed weekend. Yeah A lot of parenting. Speaker 1 00:27:51 Yes, and then I had another kid with us on Saturday, on top of all of this. Speaker 2 00:27:56 Oh gosh. Speaker 1 00:27:57 Yeah, she's also seventeen and living down the street with her foster mom. And so I had three seventeen year olds in the house, and my dining room table is only big enough for two people. So I am yeah I am going to have to go buy a new dining room table. Yeah. So. Speaker 2 00:28:19 Seems like your guest, It's picking up. I. Speaker 1 00:28:24 Am becoming i've been known i've been becoming known as the person that can handle teens in our foster circles, so they've been coming to me. Speaker 2 00:28:38 Yeah, they're a prickly bunch. Yeah, I lived through two girls now; the boys are starting. yeah. Speaker 1 00:28:55 You know, it was so funny. It was on Sunday. Dawn told me she was all attitude. She was like, and I said," Hey, you are supposed to do the dishes." I had cooked; I had made dinner. You know, I had done a lot of things. It had been a busy day;. I had been at the church for eight hours. They took a nap; I didn't take a nap when we got home. Oh yeah, Speaker 2 00:29:20 Because they had been up forever? Yes. Speaker 1 00:29:24 And so I was doing a lot of things, and I said, "Hey Ladanya, go take out the trash. Dawn, finish doing the dishes." And Dawninic goes, "Well, why don't you do the dishes? You never do the dishes. Even when I cook, I have to do the dishes." I was like. What? Man! I said.I looked at her and my brain was going.I know I'm Southern but I am gonna.I am going to ignore the Southern side of me. And then Dawn looks at her and goes."Girl!" My by mom would have slapped you into the next Tuesday for that. And I was like, oh my gosh. Um, I said, you she goes, I just want to sit down and rest. I said, You got thirty minutes, go, sit down and rest, but then you are doing the dishes. Yeah, I was like yeah my mom would have slapped her silly. Speaker 2 00:30:17 Oh goodness, sometimes they help the other ones help each other out like, Speaker 1 00:30:20 Yeah. Yeah. There was, there was something that she did on Saturday, And the other foster girl that was with us looked at her and was like," You would not get away with that in a black household." I was like," Oh, oh yeah." I am going to step back on this one. I am going to stay out of this conversation. I will let you three handle yourselves. Speaker 3 00:30:43 Oh yeah. Her. Speaker 1 00:30:48 Name is Ari. She's very sweet. She showed me how to do some things with Ladanya's hair as far as straightening it, But I am going to need I am going to need some further help because it looked okay, but it was poofy. Speaker 2 00:31:02 Um, probably the the. Temp first did uh you blow dried you blow dried it first. Speaker 1 00:31:09 She blow-dried at first, and we didn't put any product on it because I didn't have anything. So. Speaker 2 00:31:18 Gotcha, that's be good yeah. Speaker 2 00:31:25 Conditioning your hair like even before you put a treatment on the hair, leaving to condition it and it be in a good place to accept heat. Oh. And then depending on the hair type, um may need to go higher on the heat. Speaker 1 00:31:47 Got it. I had it all the way up to four, twenty because that was as high as I would go. But I had two, I have two straighteners and a a straightening comb. And the straightening comb was the best one for it. So yes, Speaker 2 00:32:00 So straightening comb is going to get those the roots and the edges, and then you just want one pass through with the straightening comb. I mean, if I have a my close friend can probably she's like, of course, I can flat my hair, but she's probably the better person to walk you through. Speaker 1 00:32:25 I offered to do. Speaker 2 00:32:30 I am learning this. Um, I was like," Hey, I do know how to finger curl your type of curls, if you want me to do that." She's like," No, I kind of want it straight this week." I was like," Okay. The next time you come," she told me. She has asked for a two- hour project minimum. Speaker 1 00:32:46 Oh no! It took us three. Yeah yeah yeah because they went swimming earlier and then they went, And then they took a shower. And, I the only I didn't have any leave in conditioner because I had just run out myself. So I didn't have any for me, and but I had argan oil, for hair, and so I did use that on it. Cause her hair was dry. Speaker 1 00:33:23 It was a weekend of learning for me. Speaker 2 00:33:26 Yeah, um, I'll send you this video. Um, yeah, so I don't know something but the swimming probably stripped hair chlorine. Yeah, So it stripped I don't know if they have a perm, not really stripped the hair. Speaker 1 00:33:46 Down. And so with that, um needing to do a good conditioning. Speaker 2 00:33:53 And then blow drying all like it has to be dry dry. Speaker 1 00:33:58 Yeah, I can say it was dry dry, but I think she used my paddle brush to dry it with hair dryer, which is not bad. I use the paddle brush. Speaker 2 00:34:08 That's actually good. Yeah, That's actually good and small section and was her hair like tight tight tight curls or fairly yes, yeah. So you you needed to. Speaker 2 00:34:26 Press ing comb first to loosen the curl and get the hair like straight in order to do the straightener. Yeah, Speaker 1 00:34:36 Yeah, it was a slow one, but you know what? I learned a lot already. And then I learned I am going to ask Michelle about this when I see her on Monday or Tuesday. Oh, yeah, yeah. It was funny; Speaker 2 00:34:50 I was like two girls we all three have different. Speaker 2 00:34:56 So my my youngest daughter has a looser curl pattern, but her hair gets dry so bad. My young, my oldest daughter she has a very tight curl pattern. Um and her hair is sensitive to different products. It requires high heat to press her hair. Um and mine just depends on like when I was in my twenties compared to now, hair management. Speaker 2 00:35:27 So, yeah, it's a whole science. Yeah, you want to do things so fast. Speaker 1 00:35:32 I'd love to know bebecause I am definitely going to learn. Um, bebecause there is no telling what kind of kid I get next. Thankfully, I had all the lotions that they needed. Speaker 3 00:35:45 Oh goodness, yeah. Speaker 1 00:35:46 So because i i had i had my some leftover lotions for my foster closet, andum. Speaker 2 00:35:54 We can't be ashy. We don't do ashy. Speaker 1 00:36:00 Yeah, It was so funny. She looked at my leg bebecause I was wearing shorts and she goes," Girl, you don't use lotion, do you?" And I was like," I don't need it as often." She goes," Yeah, you've got some ashy on your feet." I was like," I am sitting here being judged by teenagers. Speaker 3 00:36:15 This is not." Speaker 1 00:37:08 Okay, we're ordered. You are amazing. Oh my gosh, Speaker 3 00:37:15 I'm so nervous about getting him to walk. Oh. Put in the driveway? Yeah. Speaker 1 00:37:38 Yeah, I the other day, I the same thing. I was like trying to get in line for something. I switched off of Instacart to Amazon Grocery bebecause I realized overall it's cheaper. Amazon Grocery is cheaper okay than Instacart. Speaker 2 00:37:59 And like you feel like it has everything that you need yeah. Speaker 1 00:38:04 That's what shopping is a shopping is, They do have everything I need. Um. Speaker 2 00:38:12 You should send, you know, your referral friend send me one of those things. Speaker 3 00:38:15 Yeah, I will. Speaker 3 00:38:58 Need something to. Yes, do you have a cup holder. Thank you. Speaker 2 00:39:37 I Have a new vitamin that I am taking, and then uh I take some medicine in the morning as well. And oh my goodness, if I don't put a little something on my stomach, yeah problems. Speaker 1 00:39:51 Yeah problems. Um so they're the only kind that. Speaker 1 00:40:02 Um. Sorry, I was I was looking at, so they have this repeat thing where you can. Um they will it's kind of like their subscribe and save, but you can repeat and say, okay, these are what I buy weekly. And so like right now, I just added. Uh, trimmed green, beans, mini cucumbers, baby, spinach, bananas and I. This is gonna sound crazy. Crazy, but I like to dull fruit bowls, where it's like pineapple and lime jello. And I like the orange version bebecause when I'm on my meds, um, when I do my weekly med, it makes me nauseous and I can't eat much. And so that's some of the things that um that I can do. And there's not very many places that you can get that one at. So um. Speaker 1 00:41:01 So I added that and then the the mandarin orange version, But I found the mandarin orange by the queues, bebecause I do more of the mandarin orange than anything. But yeah, There's there's only a few foods I can eat that won't make me sick on Saturdays. Speaker 2 00:41:16 Yeah, Some of this stuff like sometimes like my multivitamin, i i went with a high potency one. Mhm. And if I don't eat something while taking that thing, Yeah. People be like, uh, have you lost your mind? Speaker 1 00:41:34 Yeah. That makes me nauseous and sick too, is when I take my vitamins on an empty stomach. So in the mornings I. Well, every two, every two weeks I get on the same subscribe and save I get uh. I get my a premier protein shake. And it's the kind that's the caramel macchiato withum with a, The same amount of caffeine as a cup of coffee. So I'll normally take, I'll normally drink that while taking my meds. And that'll do it for me. And then at night when I take my eight p m meds, you can't take it on an empty stomach. So I normally will take it unless I've eaten a pretty decent meal, I'll normally take it with a just a regular chocolate Premier protein shake. And. So they're all in my refrigerator in my bedroom, because I have to keep the fridge. Speaker 1 00:42:31 Due to medication. And so, yeah, my my little refrigerator is so organized and stocked. And the girls the other day they're like," We need chocolate." I was like," Cause, they when they were both, it was Sunday night;. They were both coming out of major cramps and everything." And I was like," All right, come here," and so they stole my Twix from my refrigerator. That was funny. Speaker 2 00:42:59 A good piece of chocolate. To end that process, oh, it's lovely. Speaker 1 00:43:04 Yes. Well, they wanted brownies, but I was out of brownie mix. Speaker 2 00:43:10 I know my son, um wanted brownies for my husband at cookies, and they cooked for them over the weekend. Speaker 3 00:43:16 Mhm. Oh, Speaker 2 00:43:18 My goodness They woke up in the morning I wake up in the morning. And I'm like I'm gonna have a cookie. Speaker 1 00:43:21 There was one left Um. So i'll i'll they'll normally make the make the brownies for me. Because they, they like to slightly undercook them, and if they overcook them, then they'll ask me. Or not overcook them, but if they cook them perfectly and not undercook them, they'll ask me to come and do. They'll say, Can you come do the milk thin? And it's both Dawn and Dom. It's yeah. What I do is I take a can of condensed milk. Well normally I I do the pouches lately. And I just drizzle it over the top. Speaker 1 00:43:59 Well, it's still hot and so it melts into it. Oh my gosh. And so yeah. But, we were out of brownie mix, and they were not very happy about that. I was like, you all the one who ran through our brownie mix in no time flat, like you didn't tell me we're out. So, that's why I had to add some baking soda to this So. My grocery days are on Friday. Uh is when I get it from Amazon, and so it gets delivered. Which is why I normally work from home on Fridays because that gets delivered. And then uh we have our other deliveries. The only thing we don't have delivered on Fridays is our water delivery. I know that sounds crazy but. You know those water deliveries, most people forget it. They're only ten dollars a month. Oh yeah. So I have one at the house. Speaker 2 00:44:55 We used to have one. Here, our previous house we had one that when we moved to Kelowna, we switched and got a system because the water was so hard. Yeah, You are like, no, it just kind of makes sense to go ahead and just do a system. Speaker 1 00:45:15 Yeah, so. Speaker 2 00:45:17 It has like reverse osmosis water. Oh my goodness! So, when we go places and my son is drinking, you know, they give you waters. Speaker 2 00:45:29 I'm like, that's. Speaker 1 00:45:33 Hilarious. Yeah, the girls because I have the ninja thirsty as well. And so I get it, I get all the tea flavors for me. Mhm. And, they they drink the sprite and the root beer and the orange soda ones. Mhm. And so they will they will take the little tank, Go to the fridge, put ice in it, And then go to the water dispenser and fill it up with the cold water from the water dispenser. We went through a five gallon jug of water between all all the kids in six days. Speaker 2 00:46:13 But it's really really good though. Speaker 1 00:46:14 Yeah, Or not six days, I am sorry, five days, It takes Dom and I about a week and a half to go through five gallons because we're never home. Speaker 2 00:46:26 But That's actually really good though. It was. Like hydration and not drinking juice and. I mean a little additive is not bad but yeah. Speaker 3 00:46:41 Flushing that system out, frankly, that is really good. I wish I gave my flushing system that much water. Speaker 1 00:46:47 They're better at it than I am, I was not good at it. Speaker 1 00:46:54 I failed on my water drinking yesterday and got dehydrated. Speaker 2 00:47:03 Our sons are doing better than they were because of basketball. They drink far more water and less Gatorade. My son said he wanted to try the Gatorade. Speaker 2 00:47:26 Yeah. They. Speaker 1 00:47:32 Have coffee mate Harry Potter butter beer flavored cold foam for your coffee. Speaker 2 00:47:38 Whoa, that's a lot. Yes. Speaker 1 00:47:43 Yeah, I was I was grabbing some coffee creamer for my Friday delivery, and it it was showing up on as one of our new items that you can get. And I was like, oh. Speaker 2 00:47:58 Um, the new thing in my house which is surprising is oat milk. Yes, very sad. Like my sons are like, you know when it was almond milk, they didn't like almond but oat milk. Speaker 1 00:48:13 I can't keep it in the house. Speaker 2 00:48:16 People are making matchas with it. Um all kind of concoctions with it. And I am like, well, what am I gonna have with my matcha. No, I am like no, no, no. I am the one that's actually locked. Oh my god. Like, you need to get you one. And because I have a tiny fridge too. It's in the kitchen. But, he was like, yeah. Um should we hide yours in the small fridge? And the boys and Morgan have one in uh big fridge? I was like yeah cause they. Speaker 2 00:48:58 Oh my gosh. They have it with their cereal. They have it with like everything. Oh. Speaker 3 00:49:14 Yeah, yes. Speaker 1 00:49:19 Oh, uh, I have been asked. Oh, that's not what I needed. Um, so I I made, I made chicken tortellini. But, apparently I make my vodka sauce much better than uh someone's foster mom. I can't remember which one said it. And we ate it on Saturday. It's 'cause it's like a five minute meal, 'cause I keep shredded chicken in the freezer. Um, And so what I did was I just um defrosted the the um shredded chicken. Speaker 1 00:49:56 And I did four cheese tortellini, and I did what I did was I um, sauteed some shiitake mushrooms. And then and sauteed some asparagus with it. And then tossed in the cooked tortellini, and then the vodka sauce with it. And then all I do is add nutmeg. Add it to the vodka sauce because it gives it another flavor. And then I toss in the shredded chicken. And sometimes if I have it, I'll do spinach, but I was out of spinach because somebody madeomelettes. Can you get this recipe? That sounds really good. Oh, it is so easy. It's like a fifteen minute meal because it's so quick to do. You're going to love it. Speaker 2 00:50:40 And my sons like pasta because of, you know, just wanted the heartiness about food like food. Speaker 1 00:50:47 And if I'm have this small salad and they're like tofu tofu, I'm like dude you need the greens trust Me yeah, I'll give you I'll give you how I do it, because I just toss things together and sometimes I'll freeze it. And normally I'll do it. So I can freeze it and have it. You know, in my in my hot logic, there was nothing left. There was no talking at my table because they no looking at phones either because they were so invested in their in their breakfast or me dinner. I'll send you a picture. Speaker 2 00:51:17 Okay. Yeah, send me the recipe that sounds really good. Speaker 1 00:51:21 Yeah, it is so easy. You're gonna love it. Speaker 2 00:51:25 Yeah, so last night we had pasta, and I was like, It was the option of do you want this pasta? Or do you want this pasta. Yeah. So they always want like a starch, like a rice food. My sons are getting um older and like they want heavier foods. And then also with like all the sports that they do activities this week, They're gonna be starving because last week they were on vacation. So wasn't as intense with PE. And. Speaker 2 00:52:07 Alright, I am pulling in so I'll be up in just a moment. Speaker 3 00:52:11 Okay. Thank you. Speaker 2 00:52:14 Cool, perfect. Speaker 1 00:52:16 Thank you I am I am finishing up while I was talking to you, finishing some things up. Speaker 2 00:52:22 Okay See in a moment Okay Bye bye.	—	https://crimsonit-my.sharepoint.com/personal/christi_crimsonit_com/_layouts/15/download.aspx?UniqueId=e3098cbc-006d-4a20-8878-2d2db04fdd7c&Translate=false&tempauth=v1.eyJzaXRlaWQiOiIxZGFkMDM0OS1jNDNjLTQyYzEtODhiNi1lZGNhMWY0MjA3ZjYiLCJhcHBfZGlzcGxheW5hbWUiOiJaYXBpZXIgVG8gRG8iLCJhcHBpZCI6IjI5MjQ2MzU4LTE5NzAtNGQ2ZC1iYzc1LWFjZjM0ZWRjNzU4YiIsImF1ZCI6IjAwMDAwMDAzLTAwMDAtMGZmMS1jZTAwLTAwMDAwMDAwMDAwMC9jcmltc29uaXQtbXkuc2hhcmVwb2ludC5jb21AOGU3MTRmMDctNTY3MS00MDgxLWJiODYtMjE2ZDhiZjUwMjdmIiwiZXhwIjoiMTc4MDUzMzE2NyJ9.CgoKBHNuaWQSAjY0EgsIyNHvuM70oD8QBRoNMTguMjA2LjE1LjE3NCosaTZUSE1SdnlGZDhEUGxTNVp4UTU2L3dQYjRHWjhNUG1QaEE5QlZFcGNWUT0wmgE4AUIQohogHr0AABDFeUxMRrbVdEoQaGFzaGVkcHJvb2Z0b2tlblISWyJrbXNpIiwiZHZjX2NtcCJdaiQwMDhiZjQzOS1kYmNiLTYzNjctN2Y2Ni0xMDg1ZmYxZGZjZjhyKTBoLmZ8bWVtYmVyc2hpcHwxMDAzMjAwMTg5MzhmYzJhQGxpdmUuY29tegEyggESCQdPcY5xVoFAEbuGIW2L9QJ_kgEHQ2hyaXN0aZoBBUJyb3duogEVY2hyaXN0aUBjcmltc29uaXQuY29tqgEQMTAwMzIwMDE4OTM4RkMyQbIBLW15ZmlsZXMud3JpdGUgYWxsZmlsZXMud3JpdGUgYWxscHJvZmlsZXMucmVhZMgBAQ.WGjZzTc_Dh2QC7rSz2HY_T7zfMnf5MFerla25OWWbuA&ApiVersion=2.0	—▾	—	·	—▾	—	—	—	—	—	✓

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